| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Essential Partners LLC | 1 | $71 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 2 | $142 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $143 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 4 | $284 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $284 | 0.00% | +4 | New |
| Mount Yale Investment Advisors, LLC | 4 | $284 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 5 | $355 | 0.00% | −31−86.1% | Reduced |
| American Capital Advisory, LLC | 5 | $355 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $426 | 0.00% | +2+50.0% | Added |
| Stephens Consulting, LLC | 6 | $426 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $497 | 0.00% | +4+133.3% | Added |
| Financial Management Professionals, Inc. | 8 | $568 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $639 | 0.00% | +4+80.0% | Added |
| AdvisorNet Financial, Inc | 9 | $639 | 0.00% | +7+350.0% | Added |
| Principia Wealth Advisory, LLC | 9 | $639 | 0.00% | +9 | New |
| Rothschild Investment LLC | 10 | $710 | 0.00% | +10 | New |
| Cromwell Holdings LLC | 10 | $710 | 0.00% | +10 | New |
| Twin Peaks Wealth Advisors, LLC | 10 | $729 | 0.00% | +10 | New |
| Ameritas Advisory Services, LLC | 11 | $781 | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 13 | $923 | 0.00% | −35−72.9% | Reduced |
| Cedar Wealth Management, LLC | 14 | $994 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | −16−61.5% | Reduced |
| SJS Investment Consulting Inc. | 15 | $1.06K | 0.00% | −13−46.4% | Reduced |
| TD Waterhouse Canada Inc. | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $1.14K | 0.00% | +16 | New |
| Binnacle Investments Inc | 17 | $1.21K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.21K | 0.00% | +9+112.5% | Added |
| South State Corp. | 19 | $1.35K | 0.00% | +7+58.3% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $1.42K | 0.00% | −2−9.1% | Reduced |
| Hoey Investments, Inc | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $1.56K | 0.00% | +2+10.0% | Added |
| Caldwell Sutter Capital, Inc. | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 23 | $1.65K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 24 | $1.70K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 41 | $2.00K | 0.00% | −18,239−99.8% | Reduced |
| McIlrath & Eck, LLC | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $2.13K | 0.00% | +9+42.9% | Added |
| Fortitude Family Office, LLC | 30 | $2.13K | 0.00% | +30 | New |
| Red Tortoise LLC | 31 | $2.20K | 0.00% | −10−24.4% | Reduced |
| Massmutual Trust Co FSB | 35 | $2.48K | 0.00% | −126−78.3% | Reduced |
| Raleigh Capital Management Inc. | 37 | $2.63K | 0.00% | +5+15.6% | Added |
| Glen Eagle Advisors, LLC | 49 | $3.48K | 0.00% | −78−61.4% | Reduced |
| First Horizon Advisors, Inc. | 53 | $3.76K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 55 | $3.90K | 0.00% | +31+129.2% | Added |
| Harbor Investment Advisory, LLC | 56 | $3.98K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 56 | $3.98K | 0.00% | +56 | New |
| JFS Wealth Advisors, LLC | 57 | $4.05K | 0.00% | −43−43.0% | Reduced |
| Arlington Trust Co LLC | 60 | $4.26K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $4.26K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 69 | $5.02K | 0.00% | +69 | New |
| Capital A Wealth Management, LLC | 73 | $5.33K | 0.06% | +73 | New |
| Farmers & Merchants Investments Inc | 79 | $5.61K | 0.00% | +2+2.6% | Added |
| Lavaca Capital LLC | 100 | $7.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $7.67K | 0.00% | −48−30.8% | Reduced |
| TD Private Client Wealth LLC | 115 | $8.16K | 0.00% | +95+475.0% | Added |
| WPG Advisers, LLC | 116 | $8.24K | 0.01% | +10+9.4% | Added |
| CIBC Private Wealth Group, LLC | 123 | $8.73K | 0.00% | −82−40.0% | Reduced |
| Optiver Holding B.V. | 133 | $9.44K | 0.00% | −12−8.3% | Reduced |
| Harbour Investments, Inc. | 135 | $9.59K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 145 | $10.3K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 148 | $10.5K | 0.00% | −58−28.2% | Reduced |
| Covestor Ltd | 150 | $11.0K | 0.01% | +4+2.7% | Added |
| Manchester Capital Management LLC | 185 | $13.1K | 0.00% | +25+15.6% | Added |
| Creative Capital Management Investments LLC | 190 | $13.5K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 200 | $14.0K | 0.00% | +200 | New |
| Allworth Financial LP | 200 | $14.2K | 0.00% | +121+153.2% | Added |
| Rise Advisors, LLC | 201 | $14.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 204 | $14.5K | 0.00% | +56+37.8% | Added |
| Private Trust Co NA | 225 | $16.0K | 0.00% | −20−8.2% | Reduced |
| SRS Capital Advisors, Inc. | 213 | $17.4K | 0.00% | +177+491.7% | Added |
| Newbridge Financial Services Group, Inc. | 250 | $17.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 293 | $20.7K | 0.00% | −271−48.0% | Reduced |
| Smithfield Trust Co | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 298 | $21.0K | 0.00% | +285+2,192.3% | Added |
| Toth Financial Advisory Corp | 300 | $21.3K | 0.00% | +150+100.0% | Added |
| Atlas Capital Advisors LLC | 306 | $21.7K | 0.00% | −111−26.6% | Reduced |
| Asset Dedication, LLC | 317 | $22.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 320 | $22.7K | 0.00% | −569−64.0% | Reduced |
| V-Square Quantitative Management LLC | 371 | $26.3K | 0.00% | −39−9.5% | Reduced |
| Sunbelt Securities, Inc. | 400 | $27.5K | 0.00% | +400 | New |
| Hemington Wealth Management | 487 | $34.0K | 0.00% | −60−11.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 481 | $34.2K | 0.00% | +288+149.2% | Added |
| EverSource Wealth Advisors, LLC | 551 | $39.1K | 0.00% | +475+625.0% | Added |
| Clearstead Advisors, LLC | 638 | $45.3K | 0.00% | +343+116.3% | Added |
| Nisa Investment Advisors, LLC | 678 | $48.1K | 0.00% | −2−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 694 | $49.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 433 | $50.1K | 0.00% | +300+225.6% | Added |
| Geneos Wealth Management Inc. | 714 | $50.7K | 0.00% | −16−2.2% | Reduced |
| Jones Financial Companies LLLP | 732 | $51.8K | 0.00% | +162+28.4% | Added |
| Principal Securities, Inc. | 811 | $57.6K | 0.00% | −685−45.8% | Reduced |
| Umb Bank N A | 900 | $63.9K | 0.00% | −545−37.7% | Reduced |
| MAI Capital Management | 940 | $66.7K | 0.00% | +45+5.0% | Added |
| Key Financial Inc | 999 | $70.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,004 | $71.3K | 0.00% | +54+5.7% | Added |
| Nomura Asset Management Co Ltd | 1,070 | $76.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,080 | $76.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,081 | $76.7K | 0.01% | 00.0% | Unchanged |
