| Raffa Wealth Management, LLC | 1 | $143 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $143 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $158 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $286 | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $286 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $287 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $430 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $430 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $572 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $572 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $573 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $715 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $715 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 5 | $715 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $716 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 6 | $858 | 0.00% | +6 | New |
| Quarry LP | 6 | $858 | 0.00% | +6 | New |
| Ankerstar Wealth, LLC | 6 | $859 | 0.00% | +1+20.0% | Added |
| Gilpin Wealth Management, LLC | 6 | $859 | 0.00% | +2+50.0% | Added |
| Huntington National Bank | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.00K | 0.00% | +3+75.0% | Added |
| Cornerstone Planning Group LLC | 7 | $1.42K | 0.00% | +4+133.3% | Added |
| SJS Investment Consulting Inc. | 10 | $1.43K | 0.00% | +3+42.9% | Added |
| Toth Financial Advisory Corp | 10 | $1.43K | 0.00% | +10 | New |
| Creative Financial Designs Inc | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.57K | 0.00% | +8+266.7% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.72K | 0.00% | +4+50.0% | Added |
| Sunbelt Securities, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 17 | $2.29K | 0.00% | −56−76.7% | Reduced |
| Rakuten Securities, Inc. | 17 | $2.43K | 0.00% | −24−58.5% | Reduced |
| MAI Capital Management | 17 | $2.43K | 0.00% | +17 | New |
| Raleigh Capital Management Inc. | 18 | $2.58K | 0.00% | +18 | New |
| IMA Wealth, Inc. | 18 | $2.58K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 826 | $3.02K | 0.00% | +826 | New |
| Financial Network Wealth Advisors LLC | 22 | $3.16K | 0.00% | −3−12.0% | Reduced |
| Manchester Capital Management LLC | 23 | $3.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $3.58K | 0.00% | +15+150.0% | Added |
| Steward Partners Investment Advisory, LLC | 29 | $4.15K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 29 | $4.15K | 0.00% | +29 | New |
| Cassaday & Co Wealth Management LLC | 31 | $4.43K | 0.00% | +31 | New |
| Investors Portfolio Services LLC | 37 | $5.30K | 0.00% | −531−93.5% | Reduced |
| Stone House Investment Management, LLC | 38 | $5.44K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $5.58K | 0.00% | +6+18.2% | Added |
| JFS Wealth Advisors, LLC | 42 | $6.01K | 0.00% | +3+7.7% | Added |
| Rossby Financial, LCC | 41 | $6.18K | 0.00% | +41 | New |
| Fortitude Family Office, LLC | 45 | $6.44K | 0.00% | +21+87.5% | Added |
| Bartlett & Co. Wealth Management LLC | 38 | $7.14K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $7.15K | 0.00% | −30−37.5% | Reduced |
| Bell Investment Advisors, Inc | 51 | $7.30K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 52 | $7.44K | 0.00% | −46,966−99.9% | Reduced |
| CVA Family Office, LLC | 59 | $8.44K | 0.00% | +59 | New |
| C M Bidwell & Associates Ltd | 60 | $8.58K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 60 | $8.58K | 0.00% | +60 | New |
| Bare Financial Services, Inc | 62 | $8.87K | 0.00% | +49+376.9% | Added |
| WPG Advisers, LLC | 64 | $9.15K | 0.01% | −54−45.8% | Reduced |
| Zions Bancorporation, National Association | 66 | $9.44K | 0.00% | +2+3.1% | Added |
| American National Bank | 72 | $10.3K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 79 | $11.0K | 0.01% | +79 | New |
| Northwestern Mutual Wealth Management Co | 79 | $11.3K | 0.00% | +58+276.2% | Added |
| Group One Trading, L.P. | 79 | $11.3K | 0.00% | +79 | New |
| Private Wealth Management Group, LLC | 82 | $11.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 84 | $12.0K | 0.00% | +33+64.7% | Added |
| Stance Capital LLC | 99 | $14.2K | 0.01% | +99 | New |
| Hilton Head Capital Partners, LLC | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 104 | $14.8K | 0.00% | −2,338−95.7% | Reduced |
| USA Financial Portformulas Corp | 110 | $15.7K | 0.00% | +103+1,471.4% | Added |
| Basepoint Wealth LLC | 131 | $18.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 135 | $19.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 143 | $20.5K | 0.00% | +48+50.5% | Added |
| McIlrath & Eck, LLC | 145 | $20.7K | 0.00% | −132−47.7% | Reduced |
| Smithfield Trust Co | 144 | $21.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 147 | $21.0K | 0.00% | +50+51.5% | Added |
| Whittier Trust Co of Nevada Inc | 145 | $21.3K | 0.00% | −24−14.2% | Reduced |
| Matrix Trust Co | 161 | $23.0K | 0.00% | +13+8.8% | Added |
| Kilter Group LLC | 164 | $23.5K | 0.01% | +136+485.7% | Added |
| Rothschild Investment LLC | 168 | $24.1K | 0.00% | +6+3.7% | Added |
| Private Trust Co NA | 173 | $24.7K | 0.00% | +32+22.7% | Added |
| Mather Group, LLC. | 173 | $24.7K | 0.00% | +173 | New |
| Park Place Capital Corp | 184 | $26.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 193 | $27.6K | 0.00% | −10−4.9% | Reduced |
| Harbor Capital Advisors, Inc. | 193 | $28.0K | 0.00% | −12,743−98.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $28.6K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 215 | $30.8K | 0.00% | +215 | New |
| Bullock Wealth Management Group | 210 | $31.6K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 226 | $32.3K | 0.00% | +62+37.8% | Added |
| Root Financial Partners, LLC | 229 | $32.8K | 0.00% | +69+43.1% | Added |
| Kemnay Advisory Services Inc. | 244 | $34.9K | 0.01% | +73+42.7% | Added |
| Basecamp Wealth Advisors LLC | 245 | $35.0K | 0.01% | −32−11.6% | Reduced |
| Umb Bank N A | 262 | $37.5K | 0.00% | +66+33.7% | Added |
| Nomura Asset Management Co Ltd | 280 | $40.1K | 0.00% | −350−55.6% | Reduced |
| Salem Investment Counselors Inc | 285 | $40.8K | 0.00% | +285 | New |
| Richardson Financial Services Inc. | 359 | $51.4K | 0.03% | +10+2.9% | Added |
| Essential Partners LLC | 380 | $54.4K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 381 | $54.5K | 0.00% | +31+8.9% | Added |
| GWM Advisors LLC | 430 | $61.5K | 0.00% | −64−13.0% | Reduced |
| Osterweis Capital Management Inc | 431 | $61.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 443 | $63.4K | 0.00% | −5,108−92.0% | Reduced |
| SRS Capital Advisors, Inc. | 562 | $68.3K | 0.00% | +123+28.0% | Added |
