| Quent Capital, LLC | 1 | $195 | 0.00% | −352−99.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3 | $586 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 4 | $781 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 6 | $1.17K | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $1.17K | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $1.56K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 9 | $1.76K | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 11 | $2.13K | 0.00% | −2−15.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11 | $2.15K | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 13 | $2.54K | 0.00% | −13−50.0% | Reduced |
| Perritt Capital Management Inc | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 14 | $2.73K | 0.05% | +14 | New |
| Medallion Wealth Advisors, LLC | 14 | $2.75K | 0.00% | +14 | New |
| Rothschild Investment LLC | 15 | $2.93K | 0.00% | −17−53.1% | Reduced |
| True Wealth Design, LLC | 15 | $2.93K | 0.00% | +5+50.0% | Added |
| Garde Capital, Inc. | 15 | $2.93K | 0.00% | +15 | New |
| Avion Wealth | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 15 | $3.00K | 0.00% | +15 | New |
| C M Bidwell & Associates Ltd | 16 | $3.12K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 16 | $3.12K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 17 | $3.32K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $3.90K | 0.00% | +20 | New |
| Penserra Capital Management LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $4.13K | 0.00% | +21 | New |
| Murphy & Mullick Capital Management Corp | 22 | $4.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 22 | $4.29K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 25 | $4.88K | 0.00% | +25 | New |
| Hemington Wealth Management | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $5.26K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 27 | $5.27K | 0.00% | +27 | New |
| Greykasell Wealth Strategies, Inc. | 29 | $5.66K | 0.00% | +29 | New |
| CoreCap Advisors, LLC | 31 | $6.05K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $6.25K | 0.00% | −7−17.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 32 | $6.25K | 0.00% | +32 | New |
| NewSquare Capital LLC | 33 | $6.44K | 0.00% | +31+1,550.0% | Added |
| Cape Investment Advisory, Inc. | 38 | $7.42K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 44 | $7.55K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 42 | $8.20K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 42 | $8.20K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 43 | $8.39K | 0.00% | +43 | New |
| Parkside Financial Bank & Trust | 49 | $9.56K | 0.00% | +8+19.5% | Added |
| Trust Co of Vermont | 50 | $9.76K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 52 | $10.2K | 0.00% | +52 | New |
| Zions Bancorporation, National Association | 56 | $10.9K | 0.00% | +56 | New |
| Capital Advisors, Ltd. LLC | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 57 | $11.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 60 | $11.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $12.5K | 0.00% | −2−3.0% | Reduced |
| Harvest Fund Management Co., Ltd | 72 | $13.0K | 0.00% | +36+100.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 69 | $13.5K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 70 | $13.7K | 0.01% | +70 | New |
| Private Wealth Asset Management, LLC | 71 | $13.9K | 0.00% | +71 | New |
| Front Row Advisors LLC | 75 | $14.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $15.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 81 | $15.8K | 0.00% | −32−28.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 88 | $17.2K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 93 | $18.2K | 0.00% | −22−19.1% | Reduced |
| Prestige Wealth Management Group LLC | 97 | $18.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 99 | $19.3K | 0.00% | +70+241.4% | Added |
| Saudi Central Bank | 102 | $19.9K | 0.11% | +102 | New |
| Cornerstone Planning Group LLC | 107 | $20.9K | 0.01% | +97+970.0% | Added |
| Bell Investment Advisors, Inc | 110 | $21.5K | 0.00% | +7+6.8% | Added |
| Montag A & Associates Inc | 118 | $23.0K | 0.00% | −2−1.7% | Reduced |
| Binnacle Investments Inc | 133 | $26.0K | 0.02% | +133 | New |
| Rosenberg Matthew Hamilton | 150 | $29.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 154 | $30.1K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 158 | $30.8K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 165 | $32.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 178 | $34.3K | 0.00% | −12−6.3% | Reduced |
| Pacifica Partners Inc. | 180 | $35.4K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 182 | $35.5K | 0.01% | +100+122.0% | Added |
| Larson Financial Group LLC | 197 | $38.5K | 0.00% | +179+994.4% | Added |
| Global Financial Private Client, LLC | 198 | $38.6K | 0.01% | +178+890.0% | Added |
| Sierra Ocean, LLC | 209 | $40.8K | 0.03% | −19−8.3% | Reduced |
| Valley National Advisers Inc | 216 | $41.0K | 0.01% | +151+232.3% | Added |
| FSA Wealth Management LLC | 224 | $43.7K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 228 | $44.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 237 | $46.5K | 0.00% | −22−8.5% | Reduced |
| Louisbourg Investments Inc. | 240 | $46.8K | 0.01% | +135+128.6% | Added |
| Geneos Wealth Management Inc. | 252 | $49.2K | 0.00% | −43−14.6% | Reduced |
| Kennebec Savings Bank | 262 | $51.1K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 264 | $51.5K | 0.01% | +56+26.9% | Added |
| DT Investment Partners, LLC | 273 | $53.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 273 | $53.3K | 0.00% | −432−61.3% | Reduced |
| Hexagon Capital Partners LLC | 283 | $55.2K | 0.01% | +64+29.2% | Added |
| Private Trust Co NA | 288 | $56.2K | 0.01% | +136+89.5% | Added |
| AdvisorNet Financial, Inc | 290 | $56.6K | 0.00% | +65+28.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $58.6K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 302 | $58.9K | 0.01% | −6−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 350 | $68.3K | 0.00% | +2+0.6% | Added |
| Vestor Capital, LLC | 351 | $69.0K | 0.01% | −173−33.0% | Reduced |
| Cloud Capital Management, LLC | 369 | $72.0K | 0.05% | +369 | New |
| Opal Wealth Advisors, LLC | 373 | $72.8K | 0.02% | +373 | New |
| Ofi Invest Asset Management | 417 | $75.4K | 0.00% | +417 | New |
| Advisors Asset Management, Inc. | 392 | $76.5K | 0.00% | −62−13.7% | Reduced |
| Comprehensive Financial Planning, Inc. | 400 | $78.1K | 0.08% | 00.0% | Unchanged |