| Parkworth Wealth Management, Inc. | 1 | $101 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $101 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $101 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $202 | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $202 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $284 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $301 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $303 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 3 | $331 | 0.00% | +3 | New |
| Cromwell Holdings LLC | 4 | $404 | 0.00% | +4 | New |
| ORG Partners LLC | 5 | $501 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $505 | 0.00% | −29−85.3% | Reduced |
| Private Trust Co NA | 5 | $505 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $505 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $505 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $606 | 0.00% | −5−45.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $606 | 0.00% | −3−33.3% | Reduced |
| Rialto Wealth Management, LLC | 6 | $606 | 0.00% | +2+50.0% | Added |
| Whipplewood Advisors, LLC | 7 | $707 | 0.00% | −37−84.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 7 | $707 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 7 | $707 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 8 | $807 | 0.00% | −4−33.3% | Reduced |
| Fortitude Family Office, LLC | 8 | $807 | 0.00% | +8 | New |
| Geneos Wealth Management Inc. | 9 | $908 | 0.00% | −7−43.8% | Reduced |
| Ancora Advisors, LLC | 9 | $908 | 0.00% | +9 | New |
| WealthCollab, LLC | 9 | $909 | 0.00% | +9 | New |
| Aventura Private Wealth, LLC | 12 | $1.21K | 0.00% | −103−89.6% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $1.21K | 0.00% | +12 | New |
| Ronald Blue Trust, Inc. | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $1.51K | 0.00% | −3−16.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 17 | $1.72K | 0.00% | −4,568−99.6% | Reduced |
| Assetmark, Inc | 21 | $2.12K | 0.00% | +9+75.0% | Added |
| Bell Investment Advisors, Inc | 22 | $2.22K | 0.00% | −4−15.4% | Reduced |
| Kestra Investment Management, LLC | 19 | $2.31K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 25 | $2.52K | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 17 | $2.83K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 29 | $2.93K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 34 | $3.00K | 0.00% | −27−44.3% | Reduced |
| Creative Financial Designs Inc | 30 | $3.03K | 0.00% | −18−37.5% | Reduced |
| Y.D. More Investments Ltd | 30 | $3.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $3.03K | 0.00% | +5+20.0% | Added |
| JFS Wealth Advisors, LLC | 32 | $3.23K | 0.00% | −2−5.9% | Reduced |
| Beacon Capital Management, LLC | 32 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $3.33K | 0.00% | +33 | New |
| Morse Asset Management, Inc | 35 | $3.53K | 0.00% | −7,034−99.5% | Reduced |
| Quarry LP | 36 | $3.63K | 0.00% | −1,300−97.3% | Reduced |
| Colonial Trust Co | 37 | $3.64K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 38 | $3.78K | 0.00% | −18−32.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 38 | $3.79K | 0.00% | −2,853−98.7% | Reduced |
| Bellevue Asset Management, LLC | 39 | $3.94K | 0.00% | +7+21.9% | Added |
| Farmers & Merchants Investments Inc | 41 | $4.14K | 0.00% | +4+10.8% | Added |
| Tradewinds Capital Management, LLC | 41 | $4.14K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $4.34K | 0.00% | −104−70.7% | Reduced |
| Harvest Fund Management Co., Ltd | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $6.06K | 0.00% | −176−74.6% | Reduced |
| Group One Trading, L.P. | 74 | $7.47K | 0.00% | +74 | New |
| Principal Securities, Inc. | 89 | $8.98K | 0.00% | −170−65.6% | Reduced |
| First Horizon Advisors, Inc. | 89 | $8.98K | 0.00% | −15−14.4% | Reduced |
| Proathlete Wealth Management LLC | 93 | $9.39K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 94 | $9.49K | 0.00% | +94 | New |
| Westside Investment Management, Inc. | 99 | $9.92K | 0.00% | +99 | New |
| Larson Financial Group LLC | 100 | $10.1K | 0.00% | −166−62.4% | Reduced |
| Washington Trust Advisors, Inc. | 103 | $10.4K | 0.00% | +17+19.8% | Added |
| Centerpoint Advisors, LLC | 107 | $11.0K | 0.00% | −8−7.0% | Reduced |
| IFP Advisors, Inc | 81 | $11.0K | 0.00% | −5−5.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 113 | $11.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 117 | $11.8K | 0.00% | −228−66.1% | Reduced |
| Nomura Asset Management Co Ltd | 130 | $13.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 144 | $14.5K | 0.00% | +14+10.8% | Added |
| MAI Capital Management | 155 | $15.6K | 0.00% | +105+210.0% | Added |
| Farther Finance Advisors, LLC | 181 | $18.3K | 0.00% | −318−63.7% | Reduced |
| Parkside Financial Bank & Trust | 195 | $19.7K | 0.00% | +63+47.7% | Added |
| Whittier Trust Co | 198 | $20.0K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $20.2K | 0.01% | −200−50.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 200 | $20.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 201 | $21.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 211 | $21.3K | 0.00% | +164+348.9% | Added |
| Versant Capital Management, Inc | 232 | $23.4K | 0.00% | −388−62.6% | Reduced |
| Banque Cantonale Vaudoise | 235 | $24.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 240 | $24.2K | 0.01% | −604−71.6% | Reduced |
| Jones Financial Companies LLLP | 248 | $24.5K | 0.00% | +93+60.0% | Added |
| Tidemark, LLC | 246 | $24.8K | 0.01% | +207+530.8% | Added |
| Parallel Advisors, LLC | 258 | $26.0K | 0.00% | −126−32.8% | Reduced |
| Essential Partners LLC | 266 | $26.8K | 0.01% | +266 | New |
| Danske Bank A/S | 300 | $30.3K | 0.00% | +200+200.0% | Added |
| Aster Capital Management (DIFC) Ltd | 307 | $31.0K | 0.01% | +307 | New |
| Fifth Third Bancorp | 349 | $35.2K | 0.00% | +16+4.8% | Added |
| Clearstead Advisors, LLC | 408 | $41.2K | 0.00% | +245+150.3% | Added |
| Umb Bank N A | 410 | $41.4K | 0.00% | +70+20.6% | Added |
| Global Retirement Partners, LLC | 422 | $42.6K | 0.00% | +422 | New |
| LRI Investments, LLC | 525 | $53.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 535 | $54.0K | 0.00% | +535 | New |
| Skopos Labs, Inc. | 537 | $54.2K | 0.01% | +120+28.8% | Added |
| EverSource Wealth Advisors, LLC | 577 | $58.2K | 0.00% | +389+206.9% | Added |
| Asset Dedication, LLC | 579 | $58.4K | 0.00% | 00.0% | Unchanged |
