| Rakuten Securities, Inc. | 1 | $86 | 0.00% | −6−85.7% | Reduced |
| Davis Capital Management | 1 | $86 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $86 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $86 | 0.00% | +1 | New |
| Optima Capital LLC | 1 | $86 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $86 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $258 | 0.00% | +1+50.0% | Added |
| Seneschal Advisors, LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $343 | 0.00% | +4 | New |
| Trust Co | 4 | $343 | 0.00% | +4 | New |
| Elevated Capital Advisors, LLC | 4 | $343 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $429 | 0.00% | −2−28.6% | Reduced |
| CoreCap Advisors, LLC | 5 | $429 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $514 | 0.00% | +6 | New |
| Marquette Asset Management, LLC | 6 | $515 | 0.00% | +6 | New |
| 1015 Capital Partners, LLC | 9 | $772 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 10 | $858 | 0.00% | −1−9.1% | Reduced |
| Aventura Private Wealth, LLC | 10 | $858 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $858 | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $858 | 0.00% | +1+11.1% | Added |
| Transamerica Financial Advisors, Inc. | 10 | $858 | 0.00% | +7+233.3% | Added |
| Private Wealth Management Group, LLC | 11 | $944 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $944 | 0.00% | +1+10.0% | Added |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| SBI Securities Co., Ltd. | 13 | $1.11K | 0.00% | −2−13.3% | Reduced |
| International Assets Investment Management, LLC | 13 | $1.11K | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 14 | $1.20K | 0.00% | +8+133.3% | Added |
| Signature Equity Partners, LLC | 15 | $1.29K | 0.00% | +15 | New |
| Montag A & Associates Inc | 18 | $1.54K | 0.00% | −6−25.0% | Reduced |
| Aspect Partners, LLC | 18 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $1.63K | 0.00% | +11+137.5% | Added |
| Ares Financial Consulting, LLC | 23 | $1.97K | 0.00% | +23 | New |
| Kilter Group LLC | 23 | $1.97K | 0.00% | +23 | New |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 20 | $2.00K | 0.00% | +20 | New |
| Cornerstone Financial Management LLC | 24 | $2.06K | 0.00% | +24 | New |
| Maseco LLP | 24 | $2.06K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 25 | $2.14K | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 28 | $2.40K | 0.00% | −20−41.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 29 | $2.49K | 0.00% | +8+38.1% | Added |
| Battery Global Advisors, LLC | 29 | $2.49K | 0.00% | +29 | New |
| Signature Resources Capital Management, LLC | 29 | $2.49K | 0.00% | +29 | New |
| Quent Capital, LLC | 30 | $2.57K | 0.00% | −12−28.6% | Reduced |
| Kingdom Financial Group LLC. | 31 | $2.63K | 0.00% | +31 | New |
| Sunbelt Securities, Inc. | 31 | $2.66K | 0.00% | +31 | New |
| Johnson Financial Group, Inc. | 32 | $2.74K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 32 | $2.74K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $2.92K | 0.00% | +13+61.9% | Added |
| Crewe Advisors LLC | 37 | $3.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $3.34K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 2,727 | $3.34K | 0.00% | +2,727 | New |
| Manchester Capital Management LLC | 42 | $3.60K | 0.00% | +9+27.3% | Added |
| Elyxium Wealth, LLC | 42 | $3.60K | 0.00% | +42 | New |
| Tidemark, LLC | 43 | $3.69K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 44 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $4.03K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 53 | $4.54K | 0.00% | −18−25.4% | Reduced |
| Plato Investment Management Ltd | 54 | $4.65K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 55 | $4.69K | 0.00% | −16−22.5% | Reduced |
| N.E.W. Advisory Services LLC | 65 | $5.57K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 67 | $5.74K | 0.00% | +64+2,133.3% | Added |
| ZRC Wealth Management, LLC | 70 | $6.00K | 0.00% | +52+288.9% | Added |
| CVA Family Office, LLC | 76 | $6.52K | 0.00% | −10−11.6% | Reduced |
| High Note Wealth, LLC | 76 | $6.52K | 0.00% | +76 | New |
| Adirondack Trust Co | 78 | $6.69K | 0.00% | +78 | New |
| Whittier Trust Co | 81 | $6.70K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 84 | $7.20K | 0.00% | +28+50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 89 | $7.63K | 0.00% | +89 | New |
| Evelyn Partners Investment Management LLP | 98 | $8.40K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 102 | $8.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $8.66K | 0.00% | +44+77.2% | Added |
| Red Tortoise LLC | 102 | $8.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $8.83K | 0.00% | +59+134.1% | Added |
| Gables Capital Management Inc. | 116 | $9.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 117 | $10.0K | 0.00% | +92+368.0% | Added |
| Kerr Financial Planning Corp | 145 | $10.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 124 | $10.6K | 0.00% | +95+327.6% | Added |
| Keating Financial Advisory Services, Inc. | 126 | $10.8K | 0.00% | +126 | New |
| Meeder Asset Management Inc | 127 | $10.9K | 0.00% | +87+217.5% | Added |
| Farmers & Merchants Investments Inc | 145 | $12.4K | 0.00% | +10+7.4% | Added |
| Fideuram Asset Management (Ireland) dac | 170 | $14.9K | 0.00% | +170 | New |
| Huntington National Bank | 174 | $14.9K | 0.00% | −13−7.0% | Reduced |
| Zions Bancorporation, National Association | 180 | $15.4K | 0.00% | +180 | New |
| Brown Brothers Harriman & Co | 184 | $15.8K | 0.00% | −490−72.7% | Reduced |
| Reflection Asset Management | 187 | $16.0K | 0.01% | +187 | New |
| WPG Advisers, LLC | 190 | $16.3K | 0.01% | +185+3,700.0% | Added |
| Parkside Financial Bank & Trust | 215 | $18.4K | 0.00% | +163+313.5% | Added |
| TD Private Client Wealth LLC | 231 | $19.8K | 0.00% | −106−31.5% | Reduced |
| Global X Japan Co., Ltd. | 237 | $20.3K | 0.00% | +77+48.1% | Added |
| Centerpoint Advisors, LLC | 259 | $22.0K | 0.01% | +71+37.8% | Added |
| Raiffeisen Bank International AG | 254 | $22.1K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 275 | $23.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 276 | $23.7K | 0.00% | +51+22.7% | Added |
| Basepoint Wealth LLC | 277 | $23.8K | 0.01% | +277 | New |
| Root Financial Partners, LLC | 286 | $24.5K | 0.00% | +8+2.9% | Added |
| Vega Investment Solutions | 291 | $25.0K | 0.00% | +291 | New |
| Eagle Bay Advisors LLC | 293 | $25.1K | 0.02% | +293 | New |