| Hantz Financial Services, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Strategic Wealth Partners, Ltd. | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $92 | 0.00% | +1 | New |
| Strive Financial Group ,LLC | 1 | $92 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $92 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $93 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 2 | $185 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $185 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $191 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $277 | 0.00% | +1+50.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 3 | $277 | 0.00% | +3 | New |
| Glen Eagle Advisors, LLC | 4 | $370 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4 | $370 | 0.00% | +3+300.0% | Added |
| Buck Wealth Strategies, LLC | 4 | $370 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $462 | 0.00% | −115−95.8% | Reduced |
| Creative Financial Designs Inc | 5 | $462 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $462 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $463 | 0.00% | +1+25.0% | Added |
| Bear Mountain Capital, Inc. | 6 | $532 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $555 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 6 | $555 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $647 | 0.00% | −315−97.8% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $647 | 0.00% | −11−61.1% | Reduced |
| Cornerstone Planning Group LLC | 8 | $674 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $740 | 0.00% | +4+100.0% | Added |
| BFSG, LLC | 10 | $925 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 10 | $925 | 0.00% | +10 | New |
| IMA Wealth, Inc. | 11 | $1.02K | 0.00% | −10−47.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $1.11K | 0.00% | +3+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.11K | 0.00% | −3−20.0% | Reduced |
| Retirement Wealth Solutions LLC | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $1.29K | 0.00% | +14 | New |
| Creative Capital Management Investments LLC | 16 | $1.48K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $1.57K | 0.00% | −1−5.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 16 | $1.85K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 20 | $1.91K | 0.00% | +20 | New |
| Umb Bank N A | 21 | $1.94K | 0.00% | +6+40.0% | Added |
| Harbour Investments, Inc. | 24 | $2.22K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 24 | $2.22K | 0.00% | +18+300.0% | Added |
| Investors Research Corp | 25 | $2.31K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27 | $2.50K | 0.00% | +8+42.1% | Added |
| Cromwell Holdings LLC | 28 | $2.59K | 0.00% | +11+64.7% | Added |
| JFS Wealth Advisors, LLC | 31 | $2.87K | 0.00% | −13−29.5% | Reduced |
| TD Private Client Wealth LLC | 32 | $2.96K | 0.00% | −5−13.5% | Reduced |
| CX Institutional | 29 | $3.00K | 0.00% | −131−81.9% | Reduced |
| Avion Wealth | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 35 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 36 | $3.33K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $4.62K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 51 | $4.71K | 0.00% | −204−80.0% | Reduced |
| CVA Family Office, LLC | 51 | $4.71K | 0.00% | −72−58.5% | Reduced |
| Sachetta, LLC | 53 | $4.90K | 0.00% | +8+17.8% | Added |
| Action Point Financial Planning, LLC | 59 | $5.18K | 0.00% | +59 | New |
| Financial Perspectives, Inc | 57 | $5.27K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 64 | $5.92K | 0.00% | +64 | New |
| Bessemer Group Inc | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 65 | $6.01K | 0.00% | −6−8.5% | Reduced |
| Bell Investment Advisors, Inc | 79 | $7.30K | 0.00% | −22−21.8% | Reduced |
| Bogart Wealth, LLC | 80 | $7.39K | 0.00% | −7−8.0% | Reduced |
| Westfuller Advisors, LLC | 80 | $7.39K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 81 | $7.49K | 0.00% | +2+2.5% | Added |
| Private Trust Co NA | 83 | $7.67K | 0.00% | +35+72.9% | Added |
| Danske Bank A/S | 100 | $9.24K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $9.24K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $9.24K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 113 | $10.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 115 | $10.6K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 117 | $10.8K | 0.00% | +117 | New |
| Smartleaf Asset Management LLC | 117 | $11.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 124 | $11.5K | 0.00% | +1+0.8% | Added |
| LRI Investments, LLC | 134 | $12.4K | 0.00% | −139−50.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 137 | $12.8K | 0.00% | −18−11.6% | Reduced |
| Montag A & Associates Inc | 162 | $15.0K | 0.00% | −35,498−99.5% | Reduced |
| Tower Research Capital LLC (TRC) | 169 | $15.6K | 0.00% | −1,560−90.2% | Reduced |
| CrossGen Wealth, LLC | 183 | $16.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 184 | $17.0K | 0.00% | +184 | New |
| Fortitude Family Office, LLC | 188 | $17.4K | 0.00% | +52+38.2% | Added |
| St Germain D J Co Inc | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 200 | $18.5K | 0.01% | +193+2,757.1% | Added |
| International Assets Investment Management, LLC | 202 | $19.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 228 | $21.7K | 0.00% | −7,243−96.9% | Reduced |
| Quent Capital, LLC | 236 | $21.8K | 0.00% | +19+8.8% | Added |
| Global Retirement Partners, LLC | 236 | $21.8K | 0.00% | +236 | New |
| Harvest Fund Management Co., Ltd | 234 | $22.0K | 0.00% | −2−0.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 248 | $22.9K | 0.00% | −687−73.5% | Reduced |
| ZRC Wealth Management, LLC | 265 | $24.5K | 0.01% | +235+783.3% | Added |
| Leonteq Securities AG | 284 | $26.2K | 0.00% | +15+5.6% | Added |
| Clearstead Advisors, LLC | 285 | $26.3K | 0.00% | +285 | New |
| Parallax Volatility Advisers, L.P. | 313 | $28.9K | 0.00% | −14,322−97.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 354 | $32.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 369 | $34.1K | 0.00% | −3−0.8% | Reduced |
| SJS Investment Consulting Inc. | 375 | $34.7K | 0.00% | +331+752.3% | Added |
| Los Angeles Capital Management LLC | 416 | $38.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 532 | $49.2K | 0.00% | −229−30.1% | Reduced |
| True Wealth Design, LLC | 626 | $57.9K | 0.01% | +233+59.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 681 | $62.9K | 0.01% | −9−1.3% | Reduced |
| Brown Brothers Harriman & Co | 703 | $65.0K | 0.00% | 00.0% | Unchanged |
