| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $168 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $168 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $170 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $300 | 0.00% | +2 | New |
| Comprehensive Financial Planning, Inc. | 2 | $336 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $336 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $336 | 0.00% | +1+100.0% | Added |
| AdvisorNet Financial, Inc | 2 | $336 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $337 | 0.00% | +2 | New |
| South State Corp. | 3 | $505 | 0.00% | −77−96.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $505 | 0.00% | −2−40.0% | Reduced |
| Bare Financial Services, Inc | 3 | $505 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $579 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4 | $673 | 0.00% | −54−93.1% | Reduced |
| Prestige Wealth Management Group LLC | 4 | $673 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $673 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $673 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $841 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $841 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $1.51K | 0.00% | −10−52.6% | Reduced |
| Fortitude Family Office, LLC | 11 | $1.85K | 0.00% | +11 | New |
| Adirondack Trust Co | 12 | $2.02K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 20 | $2.34K | 0.03% | +20 | New |
| Whipplewood Advisors, LLC | 14 | $2.35K | 0.00% | +14 | New |
| J.Safra Asset Management Corp | 15 | $2.52K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 15 | $2.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $2.52K | 0.00% | −9−37.5% | Reduced |
| Kestra Investment Management, LLC | 16 | $2.68K | 0.00% | +9+128.6% | Added |
| Brown Brothers Harriman & Co | 17 | $2.86K | 0.00% | +17 | New |
| Ameriflex Group, Inc. | 20 | $3.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $3.37K | 0.00% | −3−13.0% | Reduced |
| WealthCollab, LLC | 20 | $3.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $3.87K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 26 | $4.37K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 29 | $4.88K | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 29 | $4.88K | 0.00% | +12+70.6% | Added |
| Inlight Wealth Management, LLC | 30 | $5.05K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $5.55K | 0.00% | +11+50.0% | Added |
| Nisa Investment Advisors, LLC | 34 | $5.72K | 0.00% | +4+13.3% | Added |
| Steward Partners Investment Advisory, LLC | 35 | $5.89K | 0.00% | −19−35.2% | Reduced |
| Hemington Wealth Management | 38 | $6.00K | 0.00% | −6−13.6% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $6.06K | 0.00% | +3+9.1% | Added |
| GPS Wealth Strategies Group, LLC | 37 | $6.22K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 39 | $6.56K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 40 | $6.73K | 0.00% | +3+8.1% | Added |
| Salomon & Ludwin, LLC | 40 | $6.85K | 0.00% | +40 | New |
| Spire Wealth Management | 44 | $7.40K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 49 | $8.24K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $8.41K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 50 | $8.41K | 0.00% | +50 | New |
| CIBC Private Wealth Group, LLC | 55 | $9.25K | 0.00% | −182−76.8% | Reduced |
| Holos Integrated Wealth LLC | 68 | $9.84K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 65 | $11.0K | 0.00% | +59+983.3% | Added |
| Boreal Capital Management LLC | 75 | $12.6K | 0.01% | +75 | New |
| Central Trust Co | 79 | $13.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 81 | $14.0K | 0.01% | −1−1.2% | Reduced |
| Huntington National Bank | 87 | $14.6K | 0.00% | −219−71.6% | Reduced |
| Rise Advisors, LLC | 93 | $15.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 93 | $15.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 98 | $16.0K | 0.00% | −2,240−95.8% | Reduced |
| Fourth Dimension Wealth, LLC | 100 | $16.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 112 | $18.8K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 115 | $19.0K | 0.00% | −3,814−97.1% | Reduced |
| True Wealth Design, LLC | 116 | $19.5K | 0.01% | +27+30.3% | Added |
| Nomura Asset Management Co Ltd | 120 | $20.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 124 | $20.9K | 0.00% | +6+5.1% | Added |
| Bessemer Group Inc | 127 | $21.0K | 0.00% | +6+5.0% | Added |
| GW&K Investment Management, LLC | 135 | $23.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 152 | $25.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 163 | $27.4K | 0.00% | +53+48.2% | Added |
| Smartleaf Asset Management LLC | 170 | $28.6K | 0.00% | −88−34.1% | Reduced |
| Skopos Labs, Inc. | 187 | $31.5K | 0.00% | +75+67.0% | Added |
| EverSource Wealth Advisors, LLC | 188 | $31.6K | 0.00% | −33−14.9% | Reduced |
| MAI Capital Management | 202 | $34.0K | 0.00% | +129+176.7% | Added |
| Farther Finance Advisors, LLC | 205 | $34.5K | 0.00% | −1−0.5% | Reduced |
| Hilltop National Bank | 218 | $36.7K | 0.01% | +218 | New |
| Massmutual Trust Co FSB | 263 | $44.2K | 0.00% | +22+9.1% | Added |
| IFP Advisors, Inc | 0 | $44.2K | 0.00% | −4−100.0% | Reduced |
| SBI Securities Co., Ltd. | 274 | $46.1K | 0.00% | −5−1.8% | Reduced |
| Parallel Advisors, LLC | 297 | $50.0K | 0.00% | −100−25.2% | Reduced |
| Ronald Blue Trust, Inc. | 340 | $57.2K | 0.00% | +34+11.1% | Added |
| Jones Financial Companies LLLP | 354 | $59.5K | 0.00% | +19+5.7% | Added |
| DHJJ Financial Advisors, Ltd. | 360 | $60.6K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 368 | $61.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 384 | $64.6K | 0.00% | −34−8.1% | Reduced |
| Allworth Financial LP | 387 | $65.1K | 0.00% | +163+72.8% | Added |
| Clearstead Advisors, LLC | 397 | $66.8K | 0.00% | +397 | New |
| Danske Bank A/S | 400 | $67.3K | 0.00% | +400 | New |
| Umb Bank N A | 413 | $69.5K | 0.00% | −34−7.6% | Reduced |
| Quantbot Technologies LP | 509 | $85.6K | 0.00% | +509 | New |
| Fifth Third Bancorp | 584 | $98.2K | 0.00% | −64−9.9% | Reduced |
| C M Bidwell & Associates Ltd | 597 | $100.4K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 600 | $100.9K | 0.01% | −370−38.1% | Reduced |
| Ci Investments Inc. | 701 | $118.0K | 0.00% | −30−4.1% | Reduced |