| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $70 | 0.00% | +1 | New |
| Distillate Capital Partners LLC | 2 | $140 | 0.00% | −162,851−100.0% | Reduced |
| True Wealth Design, LLC | 2 | $140 | 0.00% | −36−94.7% | Reduced |
| Brown Brothers Harriman & Co | 2 | $140 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3 | $210 | 0.00% | −48,429−100.0% | Reduced |
| Webster Bank, N. A. | 3 | $210 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3 | $210 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $210 | 0.00% | +3 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $349 | 0.00% | −248−98.0% | Reduced |
| Financial Management Professionals, Inc. | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $350 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $350 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $420 | 0.00% | −9−60.0% | Reduced |
| Capital A Wealth Management, LLC | 6 | $420 | 0.00% | +6 | New |
| MPWM Advisory Solutions, LLC | 6 | $420 | 0.00% | +6 | New |
| Systematic Financial Management LP | 6 | $461 | 0.00% | −189,961−100.0% | Reduced |
| ORG Partners LLC | 7 | $489 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $490 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 7 | $490 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $699 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $700 | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $769 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 12 | $840 | 0.00% | −59−83.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $1.00K | 0.00% | −57−79.2% | Reduced |
| GW&K Investment Management, LLC | 21 | $1.00K | 0.00% | −31−59.6% | Reduced |
| Harvest Fund Management Co., Ltd | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 15 | $1.05K | 0.00% | +15 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $1.05K | 0.00% | +15 | New |
| Grove Bank & Trust | 17 | $1.19K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $1.26K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 18 | $1.26K | 0.00% | +13+260.0% | Added |
| Caitong International Asset Management Co., Ltd | 18 | $1.26K | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 20 | $1.40K | 0.00% | −352−94.6% | Reduced |
| Bruce G. Allen Investments, LLC | 20 | $1.40K | 0.00% | −123−86.0% | Reduced |
| Trifecta Capital Advisors, LLC | 20 | $1.40K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 20 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $1.40K | 0.00% | +16 | New |
| Red Tortoise LLC | 21 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23 | $1.61K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 23 | $1.61K | 0.00% | −14−37.8% | Reduced |
| Private Wealth Management Group, LLC | 24 | $1.68K | 0.00% | +24 | New |
| Principal Securities, Inc. | 25 | $1.75K | 0.00% | −238−90.5% | Reduced |
| Asset Dedication, LLC | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $1.82K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 27 | $1.89K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 27 | $1.89K | 0.00% | +7+35.0% | Added |
| CoreCap Advisors, LLC | 28 | $1.96K | 0.00% | +27+2,700.0% | Added |
| Avion Wealth | 32 | $2.00K | 0.00% | +15+88.2% | Added |
| Dunhill Financial, LLC | 30 | $2.08K | 0.00% | +6+25.0% | Added |
| McIlrath & Eck, LLC | 30 | $2.10K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 30 | $2.10K | 0.00% | +30 | New |
| Spire Wealth Management | 31 | $2.17K | 0.00% | −8−20.5% | Reduced |
| Sachetta, LLC | 31 | $2.17K | 0.00% | +31 | New |
| Toth Financial Advisory Corp | 35 | $2.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $2.45K | 0.00% | +10+40.0% | Added |
| Sound Income Strategies, LLC | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $2.52K | 0.00% | −130−78.3% | Reduced |
| First Horizon Advisors, Inc. | 37 | $2.59K | 0.00% | −6−14.0% | Reduced |
| First Community Trust NA | 37 | $2.59K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 38 | $2.66K | 0.00% | +35+1,166.7% | Added |
| Zions Bancorporation, N.A. | 39 | $2.73K | 0.00% | +20+105.3% | Added |
| Prestige Wealth Management Group LLC | 41 | $2.87K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 38 | $2.94K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $3.50K | 0.00% | −50−50.0% | Reduced |
| Park Circle Co | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 51 | $3.57K | 0.00% | −16−23.9% | Reduced |
| Smartleaf Asset Management LLC | 59 | $4.11K | 0.00% | −439−88.2% | Reduced |
| Financial Avengers, Inc. | 65 | $4.54K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 70 | $4.89K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 83 | $5.00K | 0.00% | −23−21.7% | Reduced |
| Private Trust Co NA | 72 | $5.04K | 0.00% | −7−8.9% | Reduced |
| Horizon Financial Services, LLC | 76 | $5.32K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management Ltd | 79 | $5.52K | 0.00% | +79 | New |
| Darwin Advisors, LLC | 87 | $6.08K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 87 | $6.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 91 | $6.36K | 0.00% | +91 | New |
| Assetmark, Inc | 97 | $6.78K | 0.00% | +94+3,133.3% | Added |
| Farmers & Merchants Investments Inc | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 111 | $7.76K | 0.00% | +96+640.0% | Added |
| Park Square Financial Group, LLC | 111 | $7.76K | 0.01% | +111 | New |
| Smithfield Trust Co | 111 | $8.00K | 0.00% | −18−14.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 115 | $8.04K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 120 | $8.39K | 0.01% | +120 | New |
| Ancora Advisors, LLC | 127 | $8.88K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 129 | $9.02K | 0.00% | −2,259−94.6% | Reduced |
| Signature Resources Capital Management, LLC | 130 | $9.09K | 0.01% | −6−4.4% | Reduced |
| Larson Financial Group LLC | 133 | $9.33K | 0.00% | −191−59.0% | Reduced |
| Salem Investment Counselors Inc | 146 | $10.2K | 0.00% | −125−46.1% | Reduced |
| Massmutual Trust Co FSB | 168 | $11.7K | 0.00% | −14−7.7% | Reduced |
| Quent Capital, LLC | 170 | $11.9K | 0.00% | −288−62.9% | Reduced |
| Crewe Advisors LLC | 175 | $12.2K | 0.00% | +175 | New |
| WPG Advisers, LLC | 185 | $12.9K | 0.01% | +185 | New |
| TD Private Client Wealth LLC | 193 | $13.5K | 0.00% | −43−18.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 210 | $14.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 215 | $15.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 220 | $15.4K | 0.00% | +220 | New |
| Fourth Dimension Wealth, LLC | 222 | $15.5K | 0.01% | +222 | New |
| Coppell Advisory Solutions LLC | 223 | $15.6K | 0.00% | 00.0% | Unchanged |
