| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $74 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 1 | $83 | 0.00% | −221−99.5% | Reduced |
| Abound Wealth Management | 2 | $166 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $249 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $332 | 0.00% | −2−33.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $332 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $415 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 6 | $497 | 0.00% | −2−25.0% | Reduced |
| Addison Advisors LLC | 6 | $498 | 0.00% | +6 | New |
| Ankerstar Wealth, LLC | 7 | $580 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $663 | 0.00% | +4+100.0% | Added |
| CVA Family Office, LLC | 9 | $746 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 9 | $764 | 0.00% | +9 | New |
| South State Corp. | 10 | $829 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $829 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $912 | 0.00% | −2−15.4% | Reduced |
| SRS Capital Advisors, Inc. | 12 | $995 | 0.00% | −1,231−99.0% | Reduced |
| Global Wealth Strategies & Associates | 12 | $995 | 0.00% | +12 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 13 | $1.08K | 0.00% | +13 | New |
| Sunbelt Securities, Inc. | 14 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $1.24K | 0.00% | +6+66.7% | Added |
| Cornerstone Planning Group LLC | 14 | $1.28K | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 17 | $1.41K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 18 | $1.49K | 0.00% | +18 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 20 | $1.66K | 0.00% | +20 | New |
| J.Safra Asset Management Corp | 21 | $1.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $1.99K | 0.00% | −3−11.1% | Reduced |
| Flagship Harbor Advisors, LLC | 24 | $2.03K | 0.00% | +24 | New |
| Manchester Capital Management LLC | 26 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 26 | $2.15K | 0.00% | +26 | New |
| Rossby Financial, LCC | 30 | $2.49K | 0.00% | +26+650.0% | Added |
| Gilpin Wealth Management, LLC | 30 | $2.49K | 0.00% | +30 | New |
| LRI Investments, LLC | 35 | $2.87K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $2.90K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 36 | $2.98K | 0.00% | −5−12.2% | Reduced |
| Godfrey Financial Associates, Inc. | 36 | $2.98K | 0.00% | +36 | New |
| Assetmark, Inc | 39 | $3.23K | 0.00% | +7+21.9% | Added |
| Bell Investment Advisors, Inc | 39 | $3.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $3.23K | 0.00% | +15+62.5% | Added |
| Kilter Group LLC | 40 | $3.32K | 0.00% | +16+66.7% | Added |
| Horizon Investments, LLC | 41 | $3.39K | 0.00% | +41 | New |
| SBI Securities Co., Ltd. | 44 | $3.65K | 0.00% | −5−10.2% | Reduced |
| Fortitude Family Office, LLC | 45 | $3.73K | 0.00% | +3+7.1% | Added |
| Signature Equity Partners, LLC | 53 | $4.39K | 0.00% | +53 | New |
| SageView Advisory Group, LLC | 55 | $4.56K | 0.00% | +55 | New |
| Spire Wealth Management | 62 | $5.14K | 0.00% | +1+1.6% | Added |
| Strengthening Families & Communities, LLC | 66 | $5.49K | 0.00% | +66 | New |
| IFP Advisors, Inc | 71 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 75 | $6.22K | 0.00% | +12+19.0% | Added |
| Kemnay Advisory Services Inc. | 87 | $7.21K | 0.00% | +87 | New |
| Sound Income Strategies, LLC | 77 | $7.35K | 0.00% | +77 | New |
| Covestor Ltd | 99 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 98 | $8.12K | 0.00% | +98 | New |
| WealthCollab, LLC | 104 | $8.62K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 107 | $8.87K | 0.00% | +107 | New |
| Parkside Financial Bank & Trust | 113 | $9.37K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125 | $10.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 153 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 167 | $13.8K | 0.00% | +167 | New |
| Root Financial Partners, LLC | 184 | $15.3K | 0.00% | +15+8.9% | Added |
| Los Angeles Capital Management LLC | 155 | $15.3K | 0.00% | +155 | New |
| Essential Partners LLC | 188 | $15.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 193 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 196 | $16.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 203 | $16.8K | 0.00% | +72+55.0% | Added |
| Salomon & Ludwin, LLC | 224 | $20.1K | 0.00% | −96−30.0% | Reduced |
| Quent Capital, LLC | 250 | $20.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 315 | $26.1K | 0.01% | −1−0.3% | Reduced |
| Fifth Third Bancorp | 359 | $29.8K | 0.00% | +12+3.5% | Added |
| Harbor Capital Advisors, Inc. | 362 | $30.0K | 0.00% | −6−1.6% | Reduced |
| Richardson Financial Services Inc. | 368 | $30.5K | 0.02% | +368 | New |
| Byrne Asset Management LLC | 375 | $31.1K | 0.02% | −50−11.8% | Reduced |
| Farther Finance Advisors, LLC | 379 | $31.4K | 0.00% | +124+48.6% | Added |
| Westside Investment Management, Inc. | 460 | $38.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 468 | $38.8K | 0.00% | +468 | New |
| Northwestern Mutual Wealth Management Co | 633 | $52.4K | 0.00% | +333+111.0% | Added |
| CIBC Private Wealth Group, LLC | 689 | $57.1K | 0.00% | −372−35.1% | Reduced |
| EverSource Wealth Advisors, LLC | 691 | $57.3K | 0.00% | +86+14.2% | Added |
| Versant Capital Management, Inc | 712 | $59.0K | 0.01% | +36+5.3% | Added |
| Advisor Group Holdings, Inc. | 726 | $60.2K | 0.00% | −484−40.0% | Reduced |
| Umb Bank N A | 777 | $64.4K | 0.00% | +29+3.9% | Added |
| Tower Research Capital LLC (TRC) | 842 | $69.8K | 0.00% | −726−46.3% | Reduced |
| Signaturefd, LLC | 959 | $79.5K | 0.00% | +1+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 996 | $82.5K | 0.01% | +996 | New |
| Nomura Asset Management Co Ltd | 1,040 | $86.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,054 | $87.0K | 0.00% | +1,054 | New |
| Smartleaf Asset Management LLC | 1,217 | $101.1K | 0.00% | +71+6.2% | Added |
| Global Retirement Partners, LLC | 1,227 | $101.7K | 0.00% | +1,218+13,533.3% | Added |
| KBC Group NV | 1,324 | $110.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,420 | $117.7K | 0.01% | +1,355+2,084.6% | Added |
| Allworth Financial LP | 1,513 | $125.4K | 0.00% | +5+0.3% | Added |
| Bayforest Capital Ltd | 1,691 | $140.2K | 0.10% | +1,691 | New |
| Jones Financial Companies LLLP | 1,762 | $146.0K | 0.00% | −138−7.3% | Reduced |
| Rothschild Investment LLC | 2,085 | $172.8K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,161 | $179.1K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 2,200 | $182.3K | 0.01% | +2,200 | New |