| Armstrong Advisory Group, Inc | 0 | $33 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $69 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $69 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 3 | $225 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $277 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5 | $386 | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $484 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 7 | $484 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 10 | $691 | 0.00% | +1+11.1% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $692 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $830 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $830 | 0.00% | +12 | New |
| CX Institutional | 17 | $1.00K | 0.00% | −19−52.8% | Reduced |
| Avion Wealth | 28 | $1.00K | 0.00% | +28 | New |
| MidFirst Bank | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 19 | $1.31K | 0.00% | +7+58.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.38K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $1.38K | 0.00% | −263−92.9% | Reduced |
| McIlrath & Eck, LLC | 20 | $1.38K | 0.00% | −20−50.0% | Reduced |
| Bell Investment Advisors, Inc | 20 | $1.38K | 0.00% | −15−42.9% | Reduced |
| Hughes Financial Services, LLC | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $1.52K | 0.00% | +1+4.8% | Added |
| Vanguard National Trust Co | 23 | $1.59K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 24 | $1.67K | 0.00% | +23+2,300.0% | Added |
| Plante Moran Financial Advisors, LLC | 29 | $2.01K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $2.15K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 31 | $2.15K | 0.00% | +31 | New |
| Sunbelt Securities, Inc. | 32 | $2.21K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 33 | $2.28K | 0.00% | +6+22.2% | Added |
| Basecamp Wealth Advisors LLC | 39 | $2.70K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 41 | $2.84K | 0.00% | +7+20.6% | Added |
| Federation des caisses Desjardins du Quebec | 42 | $2.88K | 0.00% | +42 | New |
| Bruce G. Allen Investments, LLC | 42 | $2.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 49 | $3.39K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 49 | $3.39K | 0.00% | +43+716.7% | Added |
| Midway Capital Research & Management | 49 | $3.39K | 0.00% | +49 | New |
| Golden State Equity Partners | 53 | $3.67K | 0.00% | +53 | New |
| Marshall & Sterling Wealth Advisors Inc. | 54 | $3.71K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 57 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 58 | $4.01K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 58 | $4.01K | 0.00% | +58 | New |
| Grove Bank & Trust | 60 | $4.15K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 62 | $4.29K | 0.00% | −65−51.2% | Reduced |
| Whipplewood Advisors, LLC | 64 | $4.43K | 0.00% | +64 | New |
| Fortitude Family Office, LLC | 69 | $4.77K | 0.00% | +31+81.6% | Added |
| Activest Wealth Management | 71 | $4.91K | 0.00% | +1+1.4% | Added |
| Zions Bancorporation, National Association | 72 | $4.98K | 0.00% | +72 | New |
| WPG Advisers, LLC | 79 | $5.47K | 0.00% | −19−19.4% | Reduced |
| Hilton Head Capital Partners, LLC | 79 | $5.47K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 81 | $5.60K | 0.00% | +81 | New |
| CVA Family Office, LLC | 84 | $5.81K | 0.00% | +84 | New |
| Signature Equity Partners, LLC | 88 | $6.12K | 0.00% | +52+144.4% | Added |
| ZRC Wealth Management, LLC | 90 | $6.23K | 0.00% | +34+60.7% | Added |
| High Note Wealth, LLC | 96 | $6.64K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 98 | $6.78K | 0.00% | −438−81.7% | Reduced |
| Atlantic Trust, LLC | 100 | $6.92K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 100 | $6.92K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 100 | $7.14K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 104 | $7.20K | 0.00% | +104 | New |
| Pacific Center for Financial Services | 110 | $7.61K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 118 | $8.00K | 0.01% | −94−44.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 122 | $8.25K | 0.00% | +122 | New |
| LRI Investments, LLC | 137 | $9.50K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 147 | $10.2K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 150 | $10.4K | 0.01% | −37−19.8% | Reduced |
| SBI Securities Co., Ltd. | 151 | $10.4K | 0.00% | −2−1.3% | Reduced |
| International Assets Investment Management, LLC | 151 | $10.8K | 0.00% | +1+0.7% | Added |
| SOA Wealth Advisors, LLC. | 158 | $10.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 160 | $11.1K | 0.00% | +10+6.7% | Added |
| Measured Wealth Private Client Group, LLC | 170 | $11.8K | 0.00% | −28−14.1% | Reduced |
| Dogwood Wealth Management LLC | 171 | $11.8K | 0.01% | +25+17.1% | Added |
| Leonteq Securities AG | 173 | $12.0K | 0.00% | −33−16.0% | Reduced |
| Bayforest Capital Ltd | 180 | $12.5K | 0.01% | +19+11.8% | Added |
| Private Wealth Management Group, LLC | 182 | $12.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 200 | $13.8K | 0.00% | +200 | New |
| Cassaday & Co Wealth Management LLC | 200 | $13.8K | 0.00% | +200 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 203 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 223 | $15.9K | 0.00% | +63+39.4% | Added |
| Sittner & Nelson, LLC | 267 | $18.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 283 | $19.6K | 0.00% | +2+0.7% | Added |
| Cornerstone Planning Group LLC | 312 | $19.6K | 0.00% | −6−1.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 317 | $19.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 296 | $20.5K | 0.00% | −5−1.7% | Reduced |
| Massmutual Trust Co FSB | 298 | $20.6K | 0.00% | +28+10.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 302 | $20.9K | 0.00% | +63+26.4% | Added |
| Rothschild Investment LLC | 307 | $21.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 320 | $22.0K | 0.01% | −54−14.4% | Reduced |
| Hillsdale Investment Management Inc. | 320 | $22.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 338 | $23.4K | 0.00% | −583−63.3% | Reduced |