| Ogorek Anthony Joseph | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 1 | $239 | 0.00% | −1−50.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1 | $240 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $240 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $240 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $240 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $240 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $480 | 0.00% | −13−86.7% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $480 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $480 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 2 | $480 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $480 | 0.00% | +2 | New |
| CVA Family Office, LLC | 2 | $480 | 0.00% | +2 | New |
| Cromwell Holdings LLC | 2 | $480 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $480 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $480 | 0.00% | +2 | New |
| Larson Financial Group LLC | 3 | $720 | 0.00% | −22−88.0% | Reduced |
| Financial Management Professionals, Inc. | 3 | $720 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3 | $720 | 0.00% | +3 | New |
| Semmax Financial Advisors Inc. | 3 | $756 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 4 | $960 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.20K | 0.00% | +5 | New |
| Sachetta, LLC | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $1.68K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 7 | $1.68K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 7 | $1.68K | 0.00% | +7 | New |
| First PREMIER Bank | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $2.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $2.40K | 0.00% | +1+11.1% | Added |
| Continuum Advisory, LLC | 10 | $2.40K | 0.00% | +4+66.7% | Added |
| Global Financial Private Client, LLC | 11 | $2.64K | 0.00% | +8+266.7% | Added |
| Manchester Capital Management LLC | 12 | $2.88K | 0.00% | −37−75.5% | Reduced |
| GWM Advisors LLC | 12 | $2.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.88K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 12 | $2.88K | 0.00% | +12 | New |
| Hantz Financial Services, Inc. | 14 | $3.00K | 0.00% | +14 | New |
| Colonial Trust Co | 13 | $3.15K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 15 | $3.60K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 15 | $3.60K | 0.00% | +2+15.4% | Added |
| South State Corp. | 16 | $3.84K | 0.00% | +16 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $4.08K | 0.00% | −4,140−99.6% | Reduced |
| High Note Wealth, LLC | 17 | $4.08K | 0.00% | −1−5.6% | Reduced |
| Retirement Wealth Solutions LLC | 17 | $4.17K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $4.32K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $4.32K | 0.00% | +16+800.0% | Added |
| MAI Capital Management | 19 | $4.56K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21 | $4.75K | 0.00% | +21 | New |
| WealthCollab, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 26 | $6.24K | 0.00% | +26 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $6.72K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $6.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $7.20K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $7.92K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $8.57K | 0.00% | +18+105.9% | Added |
| Pinnacle Bancorp, Inc. | 36 | $8.64K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 36 | $8.64K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 37 | $8.88K | 0.00% | +16+76.2% | Added |
| JFS Wealth Advisors, LLC | 38 | $9.12K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 41 | $9.84K | 0.01% | −8−16.3% | Reduced |
| Whipplewood Advisors, LLC | 27 | $9.84K | 0.01% | −14−34.1% | Reduced |
| Fortitude Family Office, LLC | 49 | $11.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 51 | $12.2K | 0.00% | +18+54.5% | Added |
| Allworth Financial LP | 59 | $13.4K | 0.00% | −3−4.8% | Reduced |
| Global Trust Asset Management, LLC | 57 | $13.7K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 58 | $13.9K | 0.00% | +28+93.3% | Added |
| Capital Analysts, LLC | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 61 | $14.6K | 0.00% | +12+24.5% | Added |
| IFP Advisors, Inc | 45 | $15.1K | 0.00% | −532−92.2% | Reduced |
| Private Wealth Management Group, LLC | 67 | $16.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 68 | $16.3K | 0.00% | −189−73.5% | Reduced |
| Boston Private Wealth LLC | 71 | $17.0K | 0.00% | +71 | New |
| Center for Financial Planning, Inc. | 72 | $17.3K | 0.00% | +72 | New |
| GHP Investment Advisors, Inc. | 74 | $17.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81 | $19.4K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 82 | $20.1K | 0.00% | +82 | New |
| Hemington Wealth Management | 92 | $22.0K | 0.00% | +15+19.5% | Added |
| Alpine Bank Wealth Management | 94 | $22.6K | 0.00% | +94 | New |
| Danske Bank A/S | 100 | $24.0K | 0.00% | −30,491−99.7% | Reduced |
| EverSource Wealth Advisors, LLC | 101 | $24.2K | 0.00% | −7−6.5% | Reduced |
| Lindbrook Capital, LLC | 101 | $24.2K | 0.00% | +56+124.4% | Added |
| Rise Advisors, LLC | 107 | $25.6K | 0.01% | −24−18.3% | Reduced |
| Headlands Technologies LLC | 107 | $25.7K | 0.00% | −886−89.2% | Reduced |
| SBI Securities Co., Ltd. | 109 | $26.2K | 0.00% | −7−6.0% | Reduced |
| Riverview Trust Co | 111 | $26.6K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 113 | $27.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 119 | $28.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 120 | $28.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 122 | $29.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 121 | $29.3K | 0.00% | −35−22.4% | Reduced |
| Optiver Holding B.V. | 125 | $30.0K | 0.00% | +125 | New |
| Capital Advisors, Ltd. LLC | 130 | $31.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $31.2K | 0.00% | +9+7.4% | Added |
| Washington Trust Co | 133 | $31.9K | 0.00% | −29−17.9% | Reduced |
| Skopos Labs, Inc. | 146 | $35.0K | 0.01% | +88+151.7% | Added |
| TSFG, LLC | 166 | $40.0K | 0.01% | +166 | New |
| Ci Investments Inc. | 179 | $43.0K | 0.00% | −9−4.8% | Reduced |
| V-Square Quantitative Management LLC | 180 | $43.2K | 0.01% | 00.0% | Unchanged |