| Ogorek Anthony Joseph | 5 | $0 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $262 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $281 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $293 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $293 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3 | $439 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3 | $439 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $439 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $440 | 0.00% | −1−25.0% | Reduced |
| UMA Financial Services, Inc. | 3 | $440 | 0.00% | +3 | New |
| Atticus Wealth Management, LLC | 3 | $440 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $585 | 0.00% | +1+33.3% | Added |
| Parkworth Wealth Management, Inc. | 4 | $586 | 0.00% | +2+100.0% | Added |
| Fifth Third Bancorp | 4 | $586 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $586 | 0.00% | +4 | New |
| Murphy & Mullick Capital Management Corp | 5 | $693 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $732 | 0.00% | −200−97.6% | Reduced |
| HFM Investment Advisors, LLC | 5 | $732 | 0.00% | +3+150.0% | Added |
| Tortoise Investment Management, LLC | 5 | $732 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $732 | 0.00% | +5 | New |
| Kestra Investment Management, LLC | 5 | $743 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $878 | 0.00% | −1−14.3% | Reduced |
| SJS Investment Consulting Inc. | 7 | $1.02K | 0.00% | −105−93.8% | Reduced |
| Activest Wealth Management | 8 | $1.17K | 0.00% | −13−61.9% | Reduced |
| Private Wealth Management Group, LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 9 | $1.32K | 0.00% | +9 | New |
| True Wealth Design, LLC | 10 | $1.46K | 0.00% | +6+150.0% | Added |
| Hughes Financial Services, LLC | 12 | $1.65K | 0.00% | +8+200.0% | Added |
| Harbour Investments, Inc. | 12 | $1.76K | 0.00% | −33−73.3% | Reduced |
| South State Corp. | 12 | $1.76K | 0.00% | −4−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $2.20K | 0.00% | +9+150.0% | Added |
| Binnacle Investments Inc | 16 | $2.34K | 0.00% | +3+23.1% | Added |
| Sachetta, LLC | 16 | $2.34K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $2.49K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $2.64K | 0.00% | −1−5.3% | Reduced |
| First Pacific Financial | 27 | $3.95K | 0.00% | 00.0% | Unchanged |
| Trust Co | 27 | $3.95K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $4.10K | 0.00% | +9+47.4% | Added |
| CVA Family Office, LLC | 30 | $4.39K | 0.00% | −30−50.0% | Reduced |
| HighMark Wealth Management LLC | 31 | $4.54K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 36 | $5.27K | 0.00% | +29+414.3% | Added |
| Global Retirement Partners, LLC | 40 | $5.86K | 0.00% | +40 | New |
| Bruce G. Allen Investments, LLC | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $6.44K | 0.00% | +6+15.8% | Added |
| Cullen/Frost Bankers, Inc. | 46 | $6.75K | 0.00% | −156−77.2% | Reduced |
| Legacy Wealth Managment, LLC | 49 | $7.17K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 49 | $7.17K | 0.00% | +49 | New |
| Mount Yale Investment Advisors, LLC | 50 | $7.32K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 56 | $8.20K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 65 | $8.95K | 0.00% | +53+441.7% | Added |
| Rothschild Investment LLC | 70 | $10.2K | 0.00% | +5+7.7% | Added |
| Bullock Wealth Management Group | 85 | $11.7K | 0.01% | +85 | New |
| Capital Advisors, Ltd. LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 91 | $13.0K | 0.00% | +22+31.9% | Added |
| WPG Advisers, LLC | 91 | $13.3K | 0.01% | −11−10.8% | Reduced |
| Versant Capital Management, Inc | 93 | $13.6K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 100 | $14.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 101 | $14.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 109 | $15.8K | 0.00% | −176−61.8% | Reduced |
| Boreal Capital Management LLC | 110 | $16.1K | 0.01% | +110 | New |
| Pittenger & Anderson Inc | 120 | $17.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 122 | $17.9K | 0.00% | −133−52.2% | Reduced |
| Centricity Wealth Management, LLC | 140 | $20.5K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $21.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 130 | $21.7K | 0.00% | +68+109.7% | Added |
| Huntington National Bank | 157 | $23.0K | 0.00% | +32+25.6% | Added |
| GWM Advisors LLC | 157 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 156 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 172 | $25.2K | 0.00% | −104−37.7% | Reduced |
| CoreCap Advisors, LLC | 187 | $27.4K | 0.00% | +185+9,250.0% | Added |
| Larson Financial Group LLC | 188 | $27.5K | 0.00% | +97+106.6% | Added |
| TFC Financial Management | 210 | $30.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 232 | $34.0K | 0.00% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 242 | $35.0K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 241 | $35.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 245 | $35.9K | 0.03% | +245 | New |
| MAI Capital Management | 254 | $37.2K | 0.00% | −309−54.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 255 | $37.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 273 | $40.0K | 0.00% | +63+30.0% | Added |
| Barrett & Company, Inc. | 300 | $43.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 300 | $43.9K | 0.00% | +17+6.0% | Added |
| Geneos Wealth Management Inc. | 302 | $44.2K | 0.00% | +24+8.6% | Added |
| Hantz Financial Services, Inc. | 318 | $47.0K | 0.00% | −177−35.8% | Reduced |
| Montag A & Associates Inc | 332 | $48.7K | 0.00% | −465−58.3% | Reduced |
| Brown Brothers Harriman & Co | 346 | $50.7K | 0.00% | +229+195.7% | Added |
| SBI Securities Co., Ltd. | 384 | $56.2K | 0.00% | −39−9.2% | Reduced |
| Ofi Invest Asset Management | 519 | $64.7K | 0.00% | −426−45.1% | Reduced |
| Ancora Advisors, LLC | 450 | $65.9K | 0.00% | +450 | New |
| Atlas Capital Advisors LLC | 468 | $68.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 488 | $71.4K | 0.00% | +136+38.6% | Added |
| Jones Financial Companies LLLP | 560 | $81.5K | 0.00% | +236+72.8% | Added |
| Shell Asset Management Co | 560 | $82.0K | 0.00% | −35−5.9% | Reduced |
| Skopos Labs, Inc. | 578 | $84.5K | 0.01% | +168+41.0% | Added |
| S-Bank Fund Management Ltd | 581 | $85.1K | 0.01% | −213−26.8% | Reduced |
| West Oak Capital, LLC | 600 | $87.8K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 600 | $87.8K | 0.05% | −1,225−67.1% | Reduced |
| Spire Wealth Management | 607 | $88.9K | 0.00% | −6,738−91.7% | Reduced |
