| Parkworth Wealth Management, Inc. | 1 | $146 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $146 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $147 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $292 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $301 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $439 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 3 | $439 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $439 | 0.00% | +3 | New |
| Mainstream Capital Management LLC | 3 | $439 | 0.00% | +3 | New |
| Pineridge Advisors LLC | 4 | $587 | 0.00% | −4−50.0% | Reduced |
| MPWM Advisory Solutions, LLC | 5 | $731 | 0.00% | +5 | New |
| Golden State Wealth Management, LLC | 5 | $733 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $877 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $877 | 0.00% | +6 | New |
| Lazard Asset Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.02K | 0.00% | −1−12.5% | Reduced |
| Laurel Wealth Advisors LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $1.17K | 0.00% | +5+166.7% | Added |
| Manchester Capital Management LLC | 9 | $1.32K | 0.00% | −20−69.0% | Reduced |
| Cape Investment Advisory, Inc. | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 9 | $1.32K | 0.00% | +9 | New |
| Financial Network Wealth Advisors LLC | 9 | $1.32K | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 10 | $1.45K | 0.00% | +2+25.0% | Added |
| Bogart Wealth, LLC | 10 | $1.46K | 0.00% | −50−83.3% | Reduced |
| Ameriflex Group, Inc. | 10 | $1.50K | 0.00% | +10 | New |
| Westside Investment Management, Inc. | 16 | $2.34K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16 | $2.34K | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 17 | $2.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $2.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $2.92K | 0.00% | −10−33.3% | Reduced |
| Salem Investment Counselors Inc | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $2.92K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 21 | $3.07K | 0.00% | −5−19.2% | Reduced |
| LGT Financial Advisors LLC | 22 | $3.22K | 0.01% | −27−55.1% | Reduced |
| Bell Investment Advisors, Inc | 27 | $3.95K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $4.09K | 0.00% | −1−3.4% | Reduced |
| Whipplewood Advisors, LLC | 28 | $4.09K | 0.00% | +28 | New |
| TD Waterhouse Canada Inc. | 30 | $4.38K | 0.00% | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 30 | $4.39K | 0.00% | −116,759−100.0% | Reduced |
| Sunbelt Securities, Inc. | 36 | $5.31K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 37 | $5.41K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 38 | $5.56K | 0.00% | −9−19.1% | Reduced |
| Parkside Financial Bank & Trust | 38 | $5.56K | 0.00% | +7+22.6% | Added |
| Avalon Trust Co | 39 | $5.70K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 60 | $8.00K | 0.00% | −2−3.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 55 | $8.04K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $8.19K | 0.00% | −28−33.3% | Reduced |
| Versant Capital Management, Inc | 60 | $8.77K | 0.00% | −167−73.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 60 | $8.77K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 70 | $10.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 72 | $10.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 72 | $10.5K | 0.00% | +16+28.6% | Added |
| Retirement Wealth Solutions LLC | 79 | $11.7K | 0.01% | +79 | New |
| GeoWealth Management, LLC | 81 | $11.8K | 0.00% | +4+5.2% | Added |
| WPG Advisers, LLC | 82 | $12.0K | 0.01% | +82 | New |
| Lee Danner & Bass Inc | 85 | $12.4K | 0.00% | +85 | New |
| Centerpoint Advisors, LLC | 96 | $14.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 96 | $14.0K | 0.00% | +74+336.4% | Added |
| Rise Advisors, LLC | 99 | $14.5K | 0.01% | −58−36.9% | Reduced |
| NBT Bank N A | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 100 | $14.6K | 0.00% | +100 | New |
| Northwest Bank & Trust Co | 95 | $15.6K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 110 | $16.1K | 0.01% | −491−81.7% | Reduced |
| Massmutual Trust Co FSB | 126 | $18.4K | 0.00% | −7−5.3% | Reduced |
| Twin Tree Management, LP | 127 | $18.6K | 0.00% | −14,595−99.1% | Reduced |
| HM Payson & Co | 130 | $19.0K | 0.00% | −31−19.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129 | $19.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 134 | $19.6K | 0.01% | −36−21.2% | Reduced |
| Skopos Labs, Inc. | 136 | $19.9K | 0.01% | −7−4.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 134 | $20.0K | 0.00% | +52+63.4% | Added |
| Smartleaf Asset Management LLC | 137 | $20.2K | 0.00% | +32+30.5% | Added |
| CBIZ Investment Advisory Services, LLC | 140 | $20.4K | 0.00% | +40+40.0% | Added |
| Private Trust Co NA | 140 | $20.5K | 0.00% | +91+185.7% | Added |
| Proequities, Inc. | 148 | $21.9K | 0.00% | −16−9.8% | Reduced |
| Hexagon Capital Partners LLC | 151 | $22.1K | 0.00% | +151 | New |
| Skandinaviska Enskilda Banken AB (publ) | 153 | $22.6K | 0.00% | +130+565.2% | Added |
| Nisa Investment Advisors, LLC | 158 | $23.1K | 0.00% | −15−8.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 177 | $25.9K | 0.03% | +177 | New |
| TSFG, LLC | 185 | $27.0K | 0.01% | +1+0.5% | Added |
| Assetmark, Inc | 187 | $27.3K | 0.00% | +48+34.5% | Added |
| Itau Unibanco Holding S.A. | 200 | $29.2K | 0.00% | −7−3.4% | Reduced |
| Orion Capital Management LLC | 200 | $29.2K | 0.01% | +200 | New |
| Brown Brothers Harriman & Co | 209 | $30.6K | 0.00% | +154+280.0% | Added |
| Umb Bank N A | 221 | $32.3K | 0.00% | −103−31.8% | Reduced |
| Citizens National Bank Trust Department | 250 | $36.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 264 | $38.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 265 | $38.7K | 0.00% | +35+15.2% | Added |
| Aster Capital Management (DIFC) Ltd | 274 | $40.1K | 0.02% | +274 | New |
| Field & Main Bank | 300 | $43.9K | 0.02% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 302 | $44.2K | 0.02% | +302 | New |
| Allworth Financial LP | 299 | $44.3K | 0.00% | −12−3.9% | Reduced |
| Quadrant Capital Group LLC | 303 | $44.3K | 0.00% | −59−16.3% | Reduced |
| Truvestments Capital LLC | 310 | $45.3K | 0.01% | −33−9.6% | Reduced |
| Farther Finance Advisors, LLC | 310 | $45.3K | 0.00% | +274+761.1% | Added |
| Washington Trust Co | 324 | $47.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 336 | $49.1K | 0.00% | −4−1.2% | Reduced |
