| Strengthening Families & Communities, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $204 | 0.00% | −3−75.0% | Reduced |
| Winnow Wealth LLC | 1 | $204 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 1 | $205 | 0.00% | −41−97.6% | Reduced |
| NewSquare Capital LLC | 1 | $205 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $205 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $205 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $205 | 0.00% | +1 | New |
| NBC Securities, Inc. | 1 | $300 | 0.03% | −1,458−99.9% | Reduced |
| NVWM, LLC | 2 | $410 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $410 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $410 | 0.00% | +2 | New |
| TFC Financial Management | 3 | $615 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 4 | $820 | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3 | $1.00K | 0.00% | −17−85.0% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.02K | 0.00% | −5−50.0% | Reduced |
| Addison Advisors LLC | 6 | $1.16K | 0.00% | −31−83.8% | Reduced |
| Concord Wealth Partners | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $1.44K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $1.44K | 0.00% | +7 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $1.44K | 0.00% | +7 | New |
| Synergy Investment Management, LLC | 7 | $1.44K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $1.44K | 0.00% | +1+16.7% | Added |
| Raffa Wealth Management, LLC | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8 | $1.64K | 0.00% | +8 | New |
| TD Capital Management LLC | 8 | $1.64K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 12 | $2.46K | 0.00% | +12 | New |
| TD Private Client Wealth LLC | 14 | $2.87K | 0.00% | −31−68.9% | Reduced |
| Sachetta, LLC | 14 | $2.87K | 0.00% | +4+40.0% | Added |
| JFS Wealth Advisors, LLC | 14 | $2.87K | 0.00% | +8+133.3% | Added |
| Dunhill Financial, LLC | 14 | $2.88K | 0.00% | +3+27.3% | Added |
| Cherry Tree Wealth Management, LLC | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $3.08K | 0.00% | +7+87.5% | Added |
| Zions Bancorporation, N.A. | 15 | $3.08K | 0.00% | +8+114.3% | Added |
| Aster Capital Management (DIFC) Ltd | 18 | $3.69K | 0.00% | −313−94.6% | Reduced |
| Continuum Advisory, LLC | 19 | $3.89K | 0.00% | +2+11.8% | Added |
| Rosenberg Matthew Hamilton | 19 | $3.89K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 20 | $4.00K | 0.00% | +5+33.3% | Added |
| Valued Wealth Advisors LLC | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 21 | $4.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $4.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $4.30K | 0.00% | +21 | New |
| Assetmark, Inc | 22 | $4.51K | 0.00% | +19+633.3% | Added |
| Medallion Wealth Advisors, LLC | 23 | $5.03K | 0.00% | +23 | New |
| Rakuten Securities, Inc. | 27 | $5.53K | 0.00% | +27 | New |
| Whittier Trust Co | 29 | $5.94K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 29 | $5.94K | 0.00% | +2+7.4% | Added |
| Cullen/Frost Bankers, Inc. | 30 | $6.15K | 0.00% | −200−87.0% | Reduced |
| Pacific Center for Financial Services | 30 | $6.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $6.35K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 31 | $6.35K | 0.00% | +31 | New |
| Ronald Blue Trust, Inc. | 33 | $6.76K | 0.00% | −231−87.5% | Reduced |
| Meeder Asset Management Inc | 34 | $6.97K | 0.00% | −48,011−99.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 35 | $7.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $7.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 37 | $7.58K | 0.00% | −4−9.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 38 | $8.00K | 0.00% | +38 | New |
| Quest Partners LLC | 47 | $9.63K | 0.00% | +45+2,250.0% | Added |
| Versant Capital Management, Inc | 47 | $9.63K | 0.00% | +47 | New |
| CoreCap Advisors, LLC | 49 | $10.0K | 0.00% | −59−54.6% | Reduced |
| Mather Group, LLC. | 49 | $10.0K | 0.00% | +11+28.9% | Added |
| Glen Eagle Advisors, LLC | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 51 | $10.5K | 0.01% | +51 | New |
| Financial Freedom, LLC | 52 | $10.7K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $12.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $13.1K | 0.00% | −4−5.9% | Reduced |
| Golden State Wealth Management, LLC | 65 | $13.3K | 0.00% | +65 | New |
| Principal Securities, Inc. | 67 | $13.7K | 0.00% | −305−82.0% | Reduced |
| Hemington Wealth Management | 73 | $14.0K | 0.00% | +8+12.3% | Added |
| Montag A & Associates Inc | 69 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 75 | $15.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 80 | $16.3K | 0.01% | −13−14.0% | Reduced |
| Ridgewood Investments LLC | 87 | $17.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 89 | $18.3K | 0.00% | −1−1.1% | Reduced |
| MAI Capital Management | 92 | $18.9K | 0.00% | +92 | New |
| Anchor Investment Management, LLC | 94 | $19.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 95 | $19.5K | 0.00% | −21−18.1% | Reduced |
| Leonteq Securities AG | 96 | $19.7K | 0.00% | −104−52.0% | Reduced |
| Quent Capital, LLC | 96 | $19.7K | 0.00% | +60+166.7% | Added |
| Harbour Investments, Inc. | 101 | $20.7K | 0.00% | +1+1.0% | Added |
| Roble, Belko & Company, Inc | 102 | $21.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 108 | $22.1K | 0.01% | −10−8.5% | Reduced |
| Kestra Investment Management, LLC | 109 | $22.4K | 0.00% | +109 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 110 | $22.7K | 0.00% | +85+340.0% | Added |
| Penserra Capital Management LLC | 123 | $25.0K | 0.00% | +120+4,000.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 125 | $25.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 127 | $26.0K | 0.01% | +112+746.7% | Added |
| Murphy & Mullick Capital Management Corp | 144 | $29.5K | 0.03% | +144 | New |
| Financial Network Wealth Advisors LLC | 145 | $29.7K | 0.06% | −84−36.7% | Reduced |
| Pin Oak Investment Advisors Inc | 182 | $30.0K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 157 | $32.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 157 | $32.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 159 | $32.6K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 166 | $34.0K | 0.00% | 00.0% | Unchanged |
