| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $411 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $411 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $411 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 1 | $411 | 0.00% | +1 | New |
| Chilton Capital Management LLC | 2 | $822 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $822 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $822 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2 | $822 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $822 | 0.00% | +2 | New |
| Quest Partners LLC | 2 | $822 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $1.23K | 0.00% | −4−57.1% | Reduced |
| Raffa Wealth Management, LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $1.23K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.23K | 0.00% | +1+50.0% | Added |
| True Wealth Design, LLC | 3 | $1.23K | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 4 | $1.63K | 0.00% | +1+33.3% | Added |
| Atwood & Palmer Inc | 4 | $1.64K | 0.00% | +4 | New |
| Hantz Financial Services, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $2.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $2.05K | 0.00% | +2+66.7% | Added |
| Manchester Capital Management LLC | 6 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 6 | $2.46K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $2.46K | 0.00% | +6 | New |
| LRI Investments, LLC | 6 | $2.46K | 0.00% | +6 | New |
| Assetmark, Inc | 7 | $2.88K | 0.00% | −4,232−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $3.25K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $3.29K | 0.00% | +5+166.7% | Added |
| New Covenant Trust Company, N.A. | 8 | $3.29K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $3.70K | 0.00% | −1−10.0% | Reduced |
| Avion Wealth | 9 | $4.00K | 0.00% | +2+28.6% | Added |
| ICA Group Wealth Management, LLC | 10 | $4.11K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $4.11K | 0.00% | +10 | New |
| WealthCollab, LLC | 10 | $4.11K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $4.52K | 0.00% | −22−66.7% | Reduced |
| Central Trust Co | 12 | $4.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $4.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $4.93K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 12 | $4.93K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 12 | $4.93K | 0.00% | +4+50.0% | Added |
| Smartleaf Asset Management LLC | 12 | $5.02K | 0.00% | +12 | New |
| Frazier Financial Advisors, LLC | 13 | $5.34K | 0.00% | +13 | New |
| Abich Financial Wealth Management LLC | 14 | $5.75K | 0.00% | +2+16.7% | Added |
| Rakuten Securities, Inc. | 14 | $5.75K | 0.00% | +14 | New |
| Toth Financial Advisory Corp | 15 | $6.16K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $6.16K | 0.00% | +15 | New |
| Key Financial Inc | 17 | $6.98K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 18 | $7.39K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $7.81K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $8.22K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $8.63K | 0.00% | +16+320.0% | Added |
| HHM Wealth Advisors, LLC | 23 | $9.45K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 24 | $9.86K | 0.00% | +1+4.3% | Added |
| REAP Financial Group, LLC | 29 | $11.9K | 0.00% | +4+16.0% | Added |
| Roble, Belko & Company, Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 30 | $12.3K | 0.00% | +30 | New |
| Johnson Financial Group, Inc. | 31 | $12.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 31 | $12.7K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 32 | $13.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32 | $13.1K | 0.00% | +12+60.0% | Added |
| Zions Bancorporation, N.A. | 35 | $14.4K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 40 | $14.4K | 0.01% | +4+11.1% | Added |
| Private Wealth Management Group, LLC | 36 | $14.8K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 37 | $15.2K | 0.00% | +37 | New |
| MV Capital Management, Inc. | 38 | $15.6K | 0.00% | +3+8.6% | Added |
| Jones Financial Companies LLLP | 38 | $15.6K | 0.00% | +38 | New |
| Smithfield Trust Co | 40 | $16.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $16.8K | 0.00% | −1−2.4% | Reduced |
| First Horizon Advisors, Inc. | 41 | $16.8K | 0.00% | −129−75.9% | Reduced |
| Rise Advisors, LLC | 41 | $16.8K | 0.01% | +41 | New |
| LGT Financial Advisors LLC | 43 | $17.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 46 | $18.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 49 | $20.1K | 0.02% | +49 | New |
| Community Bank, N.A. | 50 | $20.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $20.5K | 0.00% | +8+19.0% | Added |
| Abound Wealth Management | 53 | $21.8K | 0.01% | +1+1.9% | Added |
| Benjamin Edwards Inc | 54 | $22.0K | 0.00% | +54 | New |
| Deseret Mutual Benefit Administrators | 56 | $23.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 63 | $25.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 65 | $26.7K | 0.00% | +65 | New |
| TD Private Client Wealth LLC | 72 | $29.6K | 0.00% | −1−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 74 | $30.4K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 80 | $32.9K | 0.00% | +80 | New |
| Global Retirement Partners, LLC | 81 | $33.3K | 0.00% | +6+8.0% | Added |
| FinTrust Capital Advisors, LLC | 83 | $34.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $34.9K | 0.00% | −5−5.6% | Reduced |
| Sunbelt Securities, Inc. | 87 | $35.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $36.2K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 89 | $36.6K | 0.01% | −6−6.3% | Reduced |
| McIlrath & Eck, LLC | 93 | $38.2K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $41.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 104 | $42.7K | 0.00% | −46−30.7% | Reduced |
| Proequities, Inc. | 104 | $42.7K | 0.00% | +5+5.1% | Added |
| Principal Securities, Inc. | 109 | $44.8K | 0.00% | −6−5.2% | Reduced |
| St Germain D J Co Inc | 110 | $45.2K | 0.00% | 00.0% | Unchanged |