| Avion Wealth | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1 | $933 | 0.00% | −4−80.0% | Reduced |
| Tortoise Investment Management, LLC | 1 | $934 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $934 | 0.00% | −1−50.0% | Reduced |
| South State Corp. | 1 | $934 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1 | $934 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $934 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $934 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $934 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $934 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $934 | 0.00% | +1 | New |
| Spire Wealth Management | 1 | $934 | 0.00% | +1 | New |
| ZRC Wealth Management, LLC | 1 | $934 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 1 | $937 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $1.87K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 2 | $1.87K | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $1.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $1.87K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $1.87K | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $1.99K | 0.00% | +1+100.0% | Added |
| Clark Wealth Partners | 9 | $2.58K | 0.00% | +9 | New |
| Zions Bancorporation, National Association | 3 | $2.80K | 0.00% | −27−90.0% | Reduced |
| True Wealth Design, LLC | 3 | $2.80K | 0.00% | −5−62.5% | Reduced |
| TFC Financial Management | 3 | $2.80K | 0.00% | −2−40.0% | Reduced |
| Bell Investment Advisors, Inc | 3 | $2.80K | 0.00% | −2−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $2.80K | 0.00% | −1−25.0% | Reduced |
| MV Capital Management, Inc. | 3 | $2.80K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 3 | $2.80K | 0.01% | +3 | New |
| JPL Wealth Management, LLC | 3 | $2.80K | 0.00% | +3 | New |
| Gen-Wealth Partners Inc | 3 | $2.80K | 0.00% | +3 | New |
| Cloud Capital Management, LLC | 4 | $3.00K | 0.00% | +4 | New |
| Howard Hughes Medical Institute | 4 | $3.73K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4 | $3.73K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 4 | $3.73K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $3.73K | 0.00% | +4 | New |
| Hazlett, Burt & Watson, Inc. | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $4.67K | 0.00% | −1−16.7% | Reduced |
| Fortitude Family Office, LLC | 5 | $4.67K | 0.00% | −1−16.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 5 | $4.67K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 5 | $4.67K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $4.67K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $4.67K | 0.00% | +1+25.0% | Added |
| Sachetta, LLC | 5 | $4.67K | 0.00% | +3+150.0% | Added |
| Valued Wealth Advisors LLC | 6 | $5.60K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $5.60K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $5.60K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 6 | $5.75K | 0.00% | +6 | New |
| Harvest Fund Management Co., Ltd | 6 | $6.00K | 0.00% | −10−62.5% | Reduced |
| Sunbelt Securities, Inc. | 7 | $6.54K | 0.00% | +7 | New |
| Quantbot Technologies LP | 9 | $8.40K | 0.00% | −1,700−99.5% | Reduced |
| SBI Securities Co., Ltd. | 9 | $8.40K | 0.00% | −43−82.7% | Reduced |
| Private Wealth Management Group, LLC | 9 | $8.40K | 0.00% | −1−10.0% | Reduced |
| Accordant Advisory Group Inc | 9 | $8.40K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9 | $8.40K | 0.00% | +1+12.5% | Added |
| Armstrong Advisory Group, Inc | 10 | $9.34K | 0.00% | −3−23.1% | Reduced |
| Capital Advisors, Ltd. LLC | 11 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11 | $10.3K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $10.3K | 0.00% | +3+37.5% | Added |
| JFS Wealth Advisors, LLC | 11 | $10.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 11 | $10.4K | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 12 | $11.2K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 12 | $11.2K | 0.00% | +12 | New |
| Geneos Wealth Management Inc. | 14 | $13.1K | 0.00% | +14 | New |
| Global Retirement Partners, LLC | 14 | $13.1K | 0.00% | −3−17.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 15 | $14.0K | 0.00% | −2−11.8% | Reduced |
| HHM Wealth Advisors, LLC | 15 | $14.0K | 0.00% | −1−6.3% | Reduced |
| Global Wealth Strategies & Associates | 15 | $14.0K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 15 | $14.0K | 0.01% | +6+66.7% | Added |
| Bogart Wealth, LLC | 15 | $14.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 16 | $14.9K | 0.01% | +3+23.1% | Added |
| Measured Wealth Private Client Group, LLC | 16 | $14.9K | 0.00% | +16 | New |
| Legacy Bridge, LLC | 17 | $15.9K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18 | $16.8K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $16.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $17.7K | 0.00% | −3−13.6% | Reduced |
| Smartleaf Asset Management LLC | 20 | $18.4K | 0.00% | +10+100.0% | Added |
| Hemington Wealth Management | 21 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 21 | $19.6K | 0.00% | −1−4.5% | Reduced |
| Rakuten Securities, Inc. | 23 | $21.5K | 0.01% | +2+9.5% | Added |
| Cromwell Holdings LLC | 25 | $23.3K | 0.01% | +25 | New |
| GW&K Investment Management, LLC | 29 | $27.0K | 0.00% | +4+16.0% | Added |
| Principal Securities, Inc. | 29 | $27.1K | 0.00% | −4−12.1% | Reduced |
| Sterling Capital Management LLC | 29 | $27.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 31 | $28.9K | 0.01% | +31 | New |
| Clear Street Markets LLC | 32 | $29.9K | 0.01% | +19+146.2% | Added |
| CX Institutional | 32 | $30.0K | 0.00% | +32 | New |
| IFP Advisors, Inc | 34 | $31.7K | 0.00% | −11−24.4% | Reduced |
| Silicon Valley Capital Partners | 35 | $33.0K | 0.00% | +35 | New |
| Bessemer Group Inc | 36 | $34.0K | 0.00% | −4−10.0% | Reduced |
| Versant Capital Management, Inc | 42 | $39.2K | 0.01% | +18+75.0% | Added |
| Assetmark, Inc | 42 | $39.2K | 0.00% | −10−19.2% | Reduced |
| IMA Wealth, Inc. | 48 | $44.8K | 0.00% | +21+77.8% | Added |
| Rothschild Investment LLC | 49 | $45.7K | 0.00% | +49 | New |
| Sentry Investment Management LLC | 48 | $46.0K | 0.03% | −13−21.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 51 | $47.6K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 57 | $54.6K | 0.00% | +3+5.6% | Added |
| Alerus Financial NA | 60 | $56.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 60 | $56.0K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 62 | $57.9K | 0.00% | −87−58.4% | Reduced |
| Financial Network Wealth Advisors LLC | 62 | $57.9K | 0.06% | 00.0% | Unchanged |