| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $125 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 2 | $340 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $340 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $510 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $680 | 0.00% | +2+100.0% | Added |
| Rossby Financial, LCC | 4 | $705 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 5 | $851 | 0.00% | +4+400.0% | Added |
| First Horizon Corp | 5 | $851 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $851 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $851 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $899 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 8 | $1.36K | 0.00% | +8 | New |
| Essential Partners LLC | 9 | $1.53K | 0.00% | +6+200.0% | Added |
| Financial Network Wealth Advisors LLC | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $1.70K | 0.00% | +1+11.1% | Added |
| Fortitude Family Office, LLC | 11 | $1.87K | 0.00% | +2+22.2% | Added |
| Plante Moran Financial Advisors, LLC | 15 | $2.55K | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 12 | $2.63K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $2.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $3.23K | 0.00% | −42−68.9% | Reduced |
| Montag A & Associates Inc | 20 | $3.38K | 0.00% | +7+53.8% | Added |
| Atlantic Trust, LLC | 20 | $3.40K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 21 | $3.57K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 23 | $3.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $4.08K | 0.00% | −2−7.7% | Reduced |
| Truvestments Capital LLC | 28 | $4.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $5.10K | 0.00% | +30 | Added |
| Retirement Wealth Solutions LLC | 30 | $5.11K | 0.00% | +30 | New |
| Isthmus Partners, LLC | 30,058 | $5.11K | 0.00% | +443+1.5% | Added |
| Clearstead Advisors, LLC | 33 | $5.62K | 0.00% | −2,141−98.5% | Reduced |
| Rothschild Investment LLC | 35 | $5.96K | 0.00% | −10−22.2% | Reduced |
| Mather Group, LLC. | 35 | $5.96K | 0.00% | +35 | New |
| High Note Wealth, LLC | 37 | $6.29K | 0.00% | −3−7.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $6.81K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 42 | $7.15K | 0.00% | −19−31.1% | Reduced |
| Optiver Holding B.V. | 48 | $8.17K | 0.00% | +48 | New |
| WealthCollab, LLC | 52 | $8.85K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 55 | $9.36K | 0.00% | +55 | New |
| Hillsdale Investment Management Inc. | 60 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $12.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 72 | $12.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 76 | $12.9K | 0.00% | +7+10.1% | Added |
| Root Financial Partners, LLC | 79 | $13.4K | 0.00% | +79 | New |
| Hemington Wealth Management | 86 | $14.0K | 0.00% | +3+3.6% | Added |
| Millstone Evans Group, LLC | 85 | $14.5K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 86 | $14.6K | 0.00% | +12+16.2% | Added |
| Covestor Ltd | 86 | $15.0K | 0.01% | +85+8,500.0% | Added |
| Larson Financial Group LLC | 89 | $15.1K | 0.00% | +88+8,800.0% | Added |
| Sterling Capital Management LLC | 92 | $15.7K | 0.00% | +1+1.1% | Added |
| Rise Advisors, LLC | 101 | $17.2K | 0.01% | +4+4.1% | Added |
| Jones Financial Companies LLLP | 138 | $23.0K | 0.00% | +101+273.0% | Added |
| Hantz Financial Services, Inc. | 136 | $23.0K | 0.00% | +99+267.6% | Added |
| Proathlete Wealth Management LLC | 137 | $23.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 138 | $23.5K | 0.00% | +138 | New |
| WFA of San Diego, LLC | 140 | $23.8K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 143 | $24.3K | 0.00% | −1−0.7% | Reduced |
| Archer Investment Corp | 150 | $25.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 152 | $25.9K | 0.00% | +73+92.4% | Added |
| Parkside Financial Bank & Trust | 158 | $26.9K | 0.00% | +2+1.3% | Added |
| Farther Finance Advisors, LLC | 173 | $29.4K | 0.00% | +116+203.5% | Added |
| Leonteq Securities AG | 193 | $32.8K | 0.00% | +176+1,035.3% | Added |
| Danske Bank A/S | 200 | $34.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 212 | $36.1K | 0.01% | +212 | New |
| Salomon & Ludwin, LLC | 264 | $45.9K | 0.00% | +264 | New |
| USA Financial Portformulas Corp | 316 | $53.8K | 0.01% | +316 | New |
| Umb Bank N A | 325 | $55.3K | 0.00% | +12+3.8% | Added |
| Manchester Capital Management LLC | 325 | $55.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 373 | $63.5K | 0.00% | −114−23.4% | Reduced |
| EverSource Wealth Advisors, LLC | 374 | $63.6K | 0.00% | +62+19.9% | Added |
| Advisory Services Network, LLC | 381 | $64.8K | 0.00% | +381 | New |
| Public Employees Retirement System of Ohio | 385 | $65.5K | 0.00% | −21−5.2% | Reduced |
| GWM Advisors LLC | 387 | $65.8K | 0.00% | +387 | New |
| Parallel Advisors, LLC | 429 | $73.0K | 0.00% | +1+0.2% | Added |
| Shell Asset Management Co | 519 | $88.0K | 0.01% | −761−59.5% | Reduced |
| Huntington National Bank | 541 | $92.0K | 0.00% | +68+14.4% | Added |
| Allworth Financial LP | 582 | $99.0K | 0.00% | +49+9.2% | Added |
| Fifth Third Bancorp | 676 | $115.0K | 0.00% | +79+13.2% | Added |
| Central Pacific Bank - Trust Division | 760 | $129.3K | 0.02% | −460−37.7% | Reduced |
| Cornerstone Planning Group LLC | 519 | $132.3K | 0.02% | +516+17,200.0% | Added |
| Wexford Capital LP | 779 | $132.5K | 0.04% | +779 | New |
| Advisors Asset Management, Inc. | 832 | $141.6K | 0.00% | +171+25.9% | Added |
| CIBC Private Wealth Group, LLC | 848 | $144.3K | 0.00% | +847+84,700.0% | Added |
| Quest Partners LLC | 890 | $151.4K | 0.01% | +890 | New |
| Rockefeller Capital Management L.P. | 903 | $153.8K | 0.00% | +903 | New |
| SRS Capital Advisors, Inc. | 906 | $154.1K | 0.00% | +634+233.1% | Added |
| Versant Capital Management, Inc | 956 | $162.7K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 987 | $167.9K | 0.00% | +987 | New |
| Principal Securities, Inc. | 1,062 | $180.7K | 0.00% | +174+19.6% | Added |
| Globeflex Capital L P | 1,103 | $187.7K | 0.03% | +1,048+1,905.5% | Added |
| Smartleaf Asset Management LLC | 1,146 | $191.1K | 0.01% | +99+9.5% | Added |
| KBC Group NV | 1,144 | $195.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,155 | $196.5K | 0.00% | +17+1.5% | Added |
| Signaturefd, LLC | 1,169 | $198.9K | 0.00% | +34+3.0% | Added |
