| SBI Securities Co., Ltd. | 1 | $113 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $114 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $227 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $232 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3 | $341 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 7 | $794 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $794 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $794 | 0.00% | +2+40.0% | Added |
| Tortoise Investment Management, LLC | 7 | $794 | 0.00% | +6+600.0% | Added |
| Transamerica Financial Advisors, Inc. | 7 | $794 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 8 | $908 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $1.14K | 0.00% | −5−33.3% | Reduced |
| Cromwell Holdings LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.14K | 0.00% | +3+42.9% | Added |
| Highline Wealth Partners LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $1.48K | 0.00% | +2+18.2% | Added |
| Spire Wealth Management | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $1.70K | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 16 | $1.87K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $1.93K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 18 | $2.04K | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 21 | $2.38K | 0.00% | +15+250.0% | Added |
| Manchester Capital Management LLC | 23 | $2.61K | 0.00% | −5−17.9% | Reduced |
| Cornerstone Planning Group LLC | 108 | $2.64K | 0.00% | +22+25.6% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $2.65K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 25 | $2.84K | 0.00% | +25 | New |
| J.Safra Asset Management Corp | 26 | $2.95K | 0.00% | −100−79.4% | Reduced |
| Sachetta, LLC | 26 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 27 | $3.00K | 0.00% | +27 | New |
| High Note Wealth, LLC | 28 | $3.18K | 0.00% | +8+40.0% | Added |
| Prestige Wealth Management Group LLC | 28 | $3.18K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 36 | $4.08K | 0.00% | +36 | New |
| Steigerwald, Gordon & Koch Inc. | 37 | $4.20K | 0.00% | +37 | New |
| Private Wealth Management Group, LLC | 39 | $4.43K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 42 | $4.77K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 47 | $5.33K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 48 | $5.45K | 0.00% | +48 | New |
| WealthCollab, LLC | 51 | $5.79K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $6.11K | 0.00% | +6+12.5% | Added |
| Bell Investment Advisors, Inc | 57 | $6.47K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 59 | $6.64K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $6.81K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 62 | $7.04K | 0.00% | +62 | New |
| First Pacific Financial | 65 | $7.38K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 77 | $8.74K | 0.01% | +21+37.5% | Added |
| Farmers & Merchants Investments Inc | 89 | $10.1K | 0.00% | +4+4.7% | Added |
| Whittier Trust Co of Nevada Inc | 92 | $10.3K | 0.00% | −2−2.1% | Reduced |
| Frazier Financial Advisors, LLC | 94 | $10.7K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 97 | $11.0K | 0.01% | −27−21.8% | Reduced |
| Boreal Capital Management LLC | 97 | $11.0K | 0.01% | +97 | New |
| JFS Wealth Advisors, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 138 | $15.7K | 0.01% | +4+3.0% | Added |
| JPL Wealth Management, LLC | 140 | $15.9K | 0.00% | +140 | New |
| Creative Financial Designs Inc | 143 | $16.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 144 | $16.3K | 0.00% | +77+114.9% | Added |
| Central Trust Co | 149 | $16.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 163 | $18.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 173 | $19.3K | 0.00% | +173 | New |
| Optiver Holding B.V. | 180 | $20.4K | 0.00% | −130−41.9% | Reduced |
| True Wealth Design, LLC | 182 | $20.7K | 0.01% | +145+391.9% | Added |
| Rise Advisors, LLC | 207 | $23.5K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 212 | $24.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 223 | $25.3K | 0.00% | +17+8.3% | Added |
| Jones Financial Companies LLLP | 249 | $28.5K | 0.00% | −68−21.5% | Reduced |
| Advisory Services Network, LLC | 254 | $28.8K | 0.00% | +254 | New |
| Clearstead Advisors, LLC | 268 | $30.4K | 0.00% | −2,494−90.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $31.4K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 284 | $32.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 284 | $32.2K | 0.01% | +284 | New |
| SJS Investment Consulting Inc. | 298 | $33.8K | 0.00% | +286+2,383.3% | Added |
| Hemington Wealth Management | 317 | $35.0K | 0.00% | +17+5.7% | Added |
| NBC Securities, Inc. | 310 | $35.2K | 0.00% | +31+11.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 321 | $36.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 326 | $37.0K | 0.00% | +326 | New |
| HM Payson & Co | 328 | $37.2K | 0.00% | +328 | New |
| IAG Wealth Partners, LLC | 348 | $39.5K | 0.00% | +348 | New |
| Huntington National Bank | 444 | $50.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 449 | $50.9K | 0.00% | +423+1,626.9% | Added |
| Quent Capital, LLC | 465 | $52.8K | 0.00% | +465 | New |
| Massmutual Trust Co FSB | 466 | $52.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 466 | $52.9K | 0.00% | +1+0.2% | Added |
| Park Place Capital Corp | 475 | $53.9K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 500 | $56.7K | 0.00% | +500 | New |
| Covestor Ltd | 540 | $62.0K | 0.03% | −501−48.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 551 | $62.5K | 0.01% | +551 | New |
| Montag A & Associates Inc | 622 | $70.6K | 0.00% | +37+6.3% | Added |
| Wealthspire Advisors, LLC | 646 | $73.3K | 0.00% | +646 | New |
| Farther Finance Advisors, LLC | 689 | $78.2K | 0.00% | +274+66.0% | Added |
| Bessemer Group Inc | 697 | $79.0K | 0.00% | +118+20.4% | Added |
| Brown Brothers Harriman & Co | 705 | $80.0K | 0.00% | +152+27.5% | Added |
| Hantz Financial Services, Inc. | 702 | $80.0K | 0.00% | +308+78.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 723 | $82.0K | 0.00% | 00.0% | Unchanged |
