| Sunbelt Securities, Inc. | 0 | $35 | 0.00% | 0 | Unchanged |
| Private Trust Co NA | 2 | $82 | 0.00% | −421−99.5% | Reduced |
| WPG Advisers, LLC | 2 | $82 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $91 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 2 | $91 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $123 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $123 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $164 | 0.00% | +3+300.0% | Added |
| Dunhill Financial, LLC | 4 | $169 | 0.00% | −28−87.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $205 | 0.00% | +3+150.0% | Added |
| Abound Wealth Management | 5 | $206 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $206 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $246 | 0.00% | +5+500.0% | Added |
| SJS Investment Consulting Inc. | 7 | $288 | 0.00% | +5+250.0% | Added |
| Cromwell Holdings LLC | 10 | $411 | 0.00% | −127−92.7% | Reduced |
| Bell Investment Advisors, Inc | 10 | $411 | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 10 | $429 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $493 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $575 | 0.00% | +6+75.0% | Added |
| Binnacle Investments Inc | 14 | $575 | 0.00% | +7+100.0% | Added |
| WealthTrak Capital Management LLC | 15 | $616 | 0.00% | +15 | New |
| Iron Horse Wealth Management, LLC | 17 | $698 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 18 | $739 | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 21 | $863 | 0.00% | +3+16.7% | Added |
| Geneos Wealth Management Inc. | 22 | $903 | 0.00% | −30−57.7% | Reduced |
| Federated Hermes, Inc. | 23 | $944 | 0.00% | −21−47.7% | Reduced |
| Addison Advisors LLC | 23 | $945 | 0.00% | +23 | New |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $985 | 0.00% | +14+140.0% | Added |
| City State Bank | 25 | $1.03K | 0.00% | +25 | New |
| Ameritas Advisory Services, LLC | 28 | $1.16K | 0.00% | +28 | New |
| Olistico Wealth, LLC | 29 | $1.19K | 0.00% | +29 | New |
| Hartford Financial Management Inc. | 29 | $1.19K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.23K | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 31 | $1.27K | 0.00% | −118−79.2% | Reduced |
| DT Investment Partners, LLC | 33 | $1.35K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 34 | $1.40K | 0.00% | +18+112.5% | Added |
| JFS Wealth Advisors, LLC | 37 | $1.52K | 0.00% | +24+184.6% | Added |
| Creative Financial Designs Inc | 38 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 42 | $1.72K | 0.00% | −10,207−99.6% | Reduced |
| Whipplewood Advisors, LLC | 46 | $1.89K | 0.00% | −210−82.0% | Reduced |
| First Command Advisory Services, Inc. | 47 | $1.93K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 64 | $2.63K | 0.00% | +15+30.6% | Added |
| CoreCap Advisors, LLC | 65 | $2.67K | 0.00% | −86−57.0% | Reduced |
| TD Private Client Wealth LLC | 68 | $2.79K | 0.00% | −35−34.0% | Reduced |
| SRS Capital Advisors, Inc. | 70 | $2.87K | 0.00% | +70 | New |
| Horizon Investments, LLC | 72 | $2.96K | 0.00% | +72 | New |
| Hemington Wealth Management | 91 | $3.00K | 0.00% | +62+213.8% | Added |
| Fortitude Family Office, LLC | 74 | $3.04K | 0.00% | +74 | New |
| Pinnacle Bancorp, Inc. | 77 | $3.16K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 93 | $3.82K | 0.00% | +2+2.2% | Added |
| Holos Integrated Wealth LLC | 115 | $3.93K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 105 | $4.00K | 0.00% | +105 | New |
| Bruce G. Allen Investments, LLC | 98 | $4.02K | 0.00% | +98 | New |
| Logan Capital Management Inc | 104 | $4.27K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 120 | $4.92K | 0.00% | −112−48.3% | Reduced |
| Parkside Financial Bank & Trust | 120 | $4.93K | 0.00% | −6−4.8% | Reduced |
| Salem Investment Counselors Inc | 125 | $5.13K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 140 | $5.75K | 0.00% | +140 | New |
| HighMark Wealth Management LLC | 151 | $6.20K | 0.00% | +26+20.8% | Added |
| Assetmark, Inc | 171 | $7.04K | 0.00% | +27+18.8% | Added |
| Atlantic Trust, LLC | 174 | $7.14K | 0.00% | +113+185.2% | Added |
| Boyd Watterson Asset Management LLC | 192 | $7.88K | 0.00% | −198−50.8% | Reduced |
| Smithfield Trust Co | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $8.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 201 | $8.25K | 0.00% | +136+209.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 238 | $8.29K | 0.00% | +238 | New |
| Bayforest Capital Ltd | 206 | $8.46K | 0.00% | −4,319−95.4% | Reduced |
| Centricity Wealth Management, LLC | 206 | $8.46K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 240 | $9.85K | 0.00% | +114+90.5% | Added |
| Promus Capital, LLC | 243 | $9.97K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 246 | $10.0K | 0.00% | −350−58.7% | Reduced |
| Umb Bank N A | 251 | $10.3K | 0.00% | −141−36.0% | Reduced |
| Skopos Labs, Inc. | 255 | $10.5K | 0.00% | −739−74.3% | Reduced |
| Massmutual Trust Co FSB | 268 | $11.0K | 0.00% | +187+230.9% | Added |
| TCTC Holdings, LLC | 284 | $11.7K | 0.00% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 300 | $12.3K | 0.00% | +300 | New |
| Dogwood Wealth Management LLC | 303 | $12.9K | 0.01% | +203+203.0% | Added |
| Farther Finance Advisors, LLC | 328 | $13.5K | 0.00% | −835−71.8% | Reduced |
| First Horizon Advisors, Inc. | 349 | $14.3K | 0.00% | +26+8.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 355 | $14.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 364 | $14.9K | 0.00% | 00.0% | Unchanged |
| American National Bank | 374 | $15.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 401 | $16.5K | 0.00% | +102+34.1% | Added |
| Steward Partners Investment Advisory, LLC | 446 | $18.3K | 0.00% | −426−48.9% | Reduced |
| Fifth Third Bancorp | 446 | $18.3K | 0.00% | +111+33.1% | Added |
| Smartleaf Asset Management LLC | 455 | $18.8K | 0.00% | −108−19.2% | Reduced |
| Eastern Bank | 500 | $20.5K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 539 | $22.0K | 0.00% | +53+10.9% | Added |
| Versant Capital Management, Inc | 536 | $22.0K | 0.00% | +477+808.5% | Added |
| Harbour Investments, Inc. | 585 | $24.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 586 | $24.1K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 600 | $24.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 723 | $29.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 826 | $33.9K | 0.00% | +826 | New |
| Generali Asset Management SPA SGR | 844 | $34.6K | 0.00% | −163−16.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 853 | $35.0K | 0.03% | +770+927.7% | Added |
| Quarry LP | 893 | $36.7K | 0.01% | +406+83.4% | Added |
| Toth Financial Advisory Corp | 900 | $36.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 963 | $39.5K | 0.01% | +768+393.8% | Added |
