| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 1 | $145 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $145 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 2 | $291 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $436 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $436 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $581 | 0.00% | +3+300.0% | Added |
| Kilter Group LLC | 4 | $582 | 0.00% | +1+33.3% | Added |
| Zions Bancorporation, National Association | 5 | $726 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $727 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $1.16K | 0.00% | −3−27.3% | Reduced |
| Gilpin Wealth Management, LLC | 8 | $1.16K | 0.00% | −1−11.1% | Reduced |
| HFM Investment Advisors, LLC | 8 | $1.16K | 0.00% | +5+166.7% | Added |
| Ankerstar Wealth, LLC | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $1.45K | 0.00% | +3+42.9% | Added |
| Plante Moran Financial Advisors, LLC | 11 | $1.60K | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 11 | $1.60K | 0.00% | +1+10.0% | Added |
| Noble Wealth Management PBC | 12 | $1.74K | 0.00% | +12 | New |
| Miller Capital Partners, Inc. | 13 | $1.89K | 0.00% | −116−89.9% | Reduced |
| SJS Investment Consulting Inc. | 13 | $1.89K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.89K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 13 | $1.89K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 13 | $1.89K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 14 | $2.03K | 0.00% | +14 | New |
| Rossby Financial, LCC | 14 | $2.03K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 14 | $2.04K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $2.18K | 0.00% | −59−79.7% | Reduced |
| Bayban | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 19 | $2.76K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 19 | $2.76K | 0.00% | +19 | New |
| Manning & Napier Advisors LLC | 23 | $3.33K | 0.00% | +23 | New |
| Hollencrest Capital Management | 23 | $3.34K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 25 | $3.49K | 0.00% | +25 | New |
| Fairman Group, LLC | 26 | $3.78K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $3.92K | 0.00% | +16+145.5% | Added |
| National Bank of Canada | 30 | $4.35K | 0.00% | +30 | New |
| Steigerwald, Gordon & Koch Inc. | 33 | $4.79K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 34 | $4.94K | 0.00% | +34 | New |
| Oakworth Capital, Inc. | 36 | $5.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $5.38K | 0.00% | +3+8.8% | Added |
| Vermillion Wealth Management, Inc. | 37 | $5.38K | 0.00% | +34+1,133.3% | Added |
| Whittier Trust Co of Nevada Inc | 38 | $5.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 39 | $5.67K | 0.00% | −41−51.2% | Reduced |
| TD Private Client Wealth LLC | 44 | $6.39K | 0.00% | +44 | New |
| Highline Wealth Partners LLC | 46 | $6.68K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 47 | $6.83K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 52 | $7.55K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 53 | $7.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $9.15K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 66 | $9.56K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $9.59K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 66 | $9.59K | 0.00% | +66 | New |
| Central Trust Co | 66 | $9.59K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 67 | $9.73K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 68 | $9.88K | 0.00% | +66+3,300.0% | Added |
| CVA Family Office, LLC | 70 | $10.2K | 0.00% | +52+288.9% | Added |
| Brown Brothers Harriman & Co | 72 | $10.5K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 74 | $10.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $10.9K | 0.00% | +8+11.9% | Added |
| Brown, Lisle/Cummings, Inc. | 77 | $11.2K | 0.00% | −9−10.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 89 | $12.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 99 | $14.4K | 0.00% | +2+2.1% | Added |
| Danske Bank A/S | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 103 | $15.0K | 0.00% | +103 | New |
| Transamerica Financial Advisors, Inc. | 105 | $15.3K | 0.00% | +105 | New |
| Private Wealth Management Group, LLC | 108 | $15.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 112 | $16.3K | 0.00% | −3−2.6% | Reduced |
| Massmutual Trust Co FSB | 118 | $17.1K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 118 | $17.1K | 0.00% | +118 | New |
| Quarry LP | 120 | $17.4K | 0.00% | +120 | New |
| Richardson Capital Management LLC | 125 | $18.2K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 133 | $19.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 142 | $20.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 155 | $22.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 157 | $22.8K | 0.00% | +14+9.8% | Added |
| Los Angeles Capital Management LLC | 200 | $29.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 200 | $29.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 220 | $32.0K | 0.01% | +105+91.3% | Added |
| Smithfield Trust Co | 225 | $32.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 226 | $32.8K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 231 | $33.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 236 | $34.3K | 0.00% | −326−58.0% | Reduced |
| Asset Dedication, LLC | 250 | $36.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 251 | $36.5K | 0.00% | +10+4.1% | Added |
| Umb Bank N A | 254 | $36.9K | 0.00% | +34+15.5% | Added |
| Simplex Trading, LLC | 274 | $39.8K | 0.00% | +261+2,007.7% | Added |
| Hantz Financial Services, Inc. | 282 | $41.0K | 0.00% | +48+20.5% | Added |
| Nomura Asset Management Co Ltd | 290 | $42.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 297 | $43.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 309 | $45.0K | 0.03% | +247+398.4% | Added |
| SRS Capital Advisors, Inc. | 327 | $47.5K | 0.00% | +282+626.7% | Added |
| Essex Investment Management Co LLC | 331 | $48.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 352 | $51.1K | 0.00% | +49+16.2% | Added |
| Northwestern Mutual Wealth Management Co | 362 | $52.6K | 0.00% | +51+16.4% | Added |