| HFM Investment Advisors, LLC | 1 | $30 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $59 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $90 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $90 | 0.00% | +3 | New |
| Abound Wealth Management | 5 | $150 | 0.00% | −3−37.5% | Reduced |
| Private Wealth Asset Management, LLC | 5 | $150 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 10 | $300 | 0.00% | +5+100.0% | Added |
| Global Financial Private Client, LLC | 13 | $389 | 0.00% | +5+62.5% | Added |
| Provenance Wealth Advisors, LLC | 14 | $419 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $419 | 0.00% | +14 | New |
| CoreCap Advisors, LLC | 15 | $449 | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 16 | $480 | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 17 | $506 | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 17 | $510 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $540 | 0.00% | +18 | New |
| Archer Investment Corp | 20 | $599 | 0.00% | −1,930−99.0% | Reduced |
| SJS Investment Consulting Inc. | 20 | $599 | 0.00% | −5−20.0% | Reduced |
| Private Wealth Management Group, LLC | 22 | $659 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 23 | $689 | 0.00% | +23 | New |
| Stephens Consulting, LLC | 30 | $899 | 0.00% | +30 | New |
| Vermillion Wealth Management, Inc. | 30 | $912 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 36 | $1.08K | 0.00% | +36 | New |
| Financial Network Wealth Advisors LLC | 37 | $1.11K | 0.00% | +37 | New |
| Creative Financial Designs Inc | 41 | $1.23K | 0.00% | +12+41.4% | Added |
| TD Private Client Wealth LLC | 47 | $1.41K | 0.00% | +47 | New |
| Sound Income Strategies, LLC | 51 | $1.52K | 0.00% | +51 | New |
| JFS Wealth Advisors, LLC | 53 | $1.59K | 0.00% | −47−47.0% | Reduced |
| Bare Financial Services, Inc | 54 | $1.62K | 0.00% | +54 | New |
| Quent Capital, LLC | 54 | $1.63K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 57 | $1.71K | 0.00% | +57 | New |
| AdvisorNet Financial, Inc | 58 | $1.74K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 76 | $2.00K | 0.00% | −11−12.6% | Reduced |
| Hantz Financial Services, Inc. | 75 | $2.00K | 0.00% | +75 | New |
| Sierra Ocean, LLC | 74 | $2.22K | 0.00% | +36+94.7% | Added |
| Farmers & Merchants Investments Inc | 80 | $2.40K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 106 | $2.46K | 0.00% | −91−46.2% | Reduced |
| Meeder Asset Management Inc | 84 | $2.52K | 0.00% | +84 | New |
| Leonteq Securities AG | 85 | $2.55K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $2.94K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $2.98K | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 101 | $3.02K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 104 | $3.12K | 0.00% | +104 | New |
| Bryn Mawr Trust Co | 118 | $3.53K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 122 | $3.65K | 0.00% | −240−66.3% | Reduced |
| Larson Financial Group LLC | 132 | $3.95K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 141 | $4.22K | 0.00% | +141 | New |
| Cherry Tree Wealth Management, LLC | 141 | $4.22K | 0.00% | +141 | New |
| Rothschild Investment LLC | 145 | $4.34K | 0.00% | +105+262.5% | Added |
| Boston Private Wealth LLC | 153 | $4.58K | 0.00% | +153 | New |
| Parkside Financial Bank & Trust | 166 | $4.97K | 0.00% | +138+492.9% | Added |
| Quarry LP | 167 | $5.00K | 0.00% | +26+18.4% | Added |
| SRS Capital Advisors, Inc. | 173 | $5.18K | 0.00% | +128+284.4% | Added |
| Plante Moran Financial Advisors, LLC | 183 | $5.50K | 0.00% | +183 | New |
| Bell Investment Advisors, Inc | 190 | $5.69K | 0.00% | +28+17.3% | Added |
| Private Trust Co NA | 195 | $5.84K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 218 | $6.41K | 0.00% | +168+336.0% | Added |
| WealthCollab, LLC | 225 | $6.74K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 234 | $7.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 257 | $7.70K | 0.00% | +257 | New |
| Fortitude Family Office, LLC | 298 | $8.93K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 310 | $9.29K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 327 | $9.79K | 0.00% | +38+13.1% | Added |
| Clearstead Advisors, LLC | 334 | $10.0K | 0.00% | −83−19.9% | Reduced |
| Addison Advisors LLC | 341 | $10.2K | 0.00% | +150+78.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 363 | $10.9K | 0.00% | +270+290.3% | Added |
| GW&K Investment Management, LLC | 401 | $12.0K | 0.00% | −1,055−72.5% | Reduced |
| Optiver Holding B.V. | 403 | $12.1K | 0.00% | +403 | New |
| Bessemer Group Inc | 445 | $13.0K | 0.00% | +118+36.1% | Added |
| Massmutual Trust Co FSB | 436 | $13.1K | 0.00% | −51−10.5% | Reduced |
| Covestor Ltd | 477 | $14.0K | 0.01% | +1+0.2% | Added |
| Rise Advisors, LLC | 481 | $14.4K | 0.01% | +121+33.6% | Added |
| Huntington National Bank | 487 | $14.6K | 0.00% | −170−25.9% | Reduced |
| NBC Securities, Inc. | 517 | $15.0K | 0.00% | +517 | New |
| Hexagon Capital Partners LLC | 545 | $16.3K | 0.00% | +52+10.5% | Added |
| Lindbrook Capital, LLC | 547 | $16.4K | 0.00% | −121−18.1% | Reduced |
| Global Wealth Strategies & Associates | 773 | $23.1K | 0.01% | +4+0.5% | Added |
| Coldstream Capital Management Inc | 809 | $24.2K | 0.00% | +809 | New |
| Umb Bank N A | 870 | $26.1K | 0.00% | +120+16.0% | Added |
| Farther Finance Advisors, LLC | 910 | $27.1K | 0.00% | −621−40.6% | Reduced |
| Fifth Third Bancorp | 964 | $28.9K | 0.00% | +21+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,017 | $30.5K | 0.00% | +417+69.5% | Added |
| Parallel Advisors, LLC | 1,119 | $33.5K | 0.00% | +747+200.8% | Added |
| Skopos Labs, Inc. | 1,138 | $34.1K | 0.01% | +1,043+1,097.9% | Added |
| EverSource Wealth Advisors, LLC | 1,232 | $36.9K | 0.00% | +43+3.6% | Added |
| First Horizon Advisors, Inc. | 1,254 | $37.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,400 | $41.9K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,473 | $44.1K | 0.03% | +933+172.8% | Added |
| Flaharty Asset Management, LLC | 1,500 | $44.9K | 0.01% | +1,500 | New |
| Harbor Capital Advisors, Inc. | 1,520 | $46.0K | 0.00% | +679+80.7% | Added |
| Nomura Asset Management Co Ltd | 1,560 | $46.7K | 0.00% | +570+57.6% | Added |
| Sterling Capital Management LLC | 1,661 | $49.7K | 0.00% | −17,332−91.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,899 | $56.9K | 0.04% | +802+73.1% | Added |
| Advisor Group Holdings, Inc. | 2,143 | $64.2K | 0.00% | −17,588−89.1% | Reduced |
| Ci Investments Inc. | 2,497 | $75.0K | 0.00% | +99+4.1% | Added |
| Signaturefd, LLC | 2,558 | $76.6K | 0.00% | −327−11.3% | Reduced |
| Legacy Wealth Managment, LLC | 2,639 | $79.0K | 0.06% | +905+52.2% | Added |
| Cetera Trust Company, N.A | 2,765 | $82.8K | 0.05% | +325+13.3% | Added |
| GWM Advisors LLC | 3,248 | $97.3K | 0.00% | +1,007+44.9% | Added |
