| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $232 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $232 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $232 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $232 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $233 | 0.00% | −2−66.7% | Reduced |
| TFC Financial Management | 1 | $233 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $464 | 0.00% | −13−86.7% | Reduced |
| Financial Management Professionals, Inc. | 2 | $465 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $530 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $539 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $697 | 0.00% | −137−97.9% | Reduced |
| Larson Financial Group LLC | 3 | $697 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $697 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $697 | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $697 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $698 | 0.00% | −12−80.0% | Reduced |
| South State Corp. | 3 | $698 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $698 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 3 | $700 | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 4 | $930 | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $930 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $1.16K | 0.00% | −3−37.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $1.16K | 0.00% | +5 | New |
| Park Place Capital Corp | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.40K | 0.00% | −1−14.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 7 | $1.63K | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 7 | $1.63K | 0.00% | −13−65.0% | Reduced |
| Center for Financial Planning, Inc. | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 10 | $1.73K | 0.02% | +10 | New |
| Rialto Wealth Management, LLC | 8 | $1.86K | 0.00% | −2−20.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 8 | $1.86K | 0.00% | +8 | New |
| Cromwell Holdings LLC | 8 | $1.86K | 0.00% | +8 | New |
| N.E.W. Advisory Services LLC | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $2.09K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10 | $2.32K | 0.00% | −83−89.2% | Reduced |
| Bogart Wealth, LLC | 10 | $2.33K | 0.00% | −2−16.7% | Reduced |
| Meeder Asset Management Inc | 11 | $2.56K | 0.00% | −119−91.5% | Reduced |
| Bryn Mawr Trust Co | 11 | $2.56K | 0.00% | −1−8.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $3.02K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 13 | $3.04K | 0.00% | −4−23.5% | Reduced |
| CoreCap Advisors, LLC | 14 | $3.25K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $3.48K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 16 | $3.72K | 0.00% | −56−77.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $5.11K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $5.81K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 28 | $6.51K | 0.00% | −8−22.2% | Reduced |
| Farmers & Merchants Investments Inc | 31 | $7.21K | 0.00% | +4+14.8% | Added |
| LRI Investments, LLC | 31 | $7.27K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 33 | $7.70K | 0.01% | −57−63.3% | Reduced |
| Private Wealth Management Group, LLC | 36 | $8.37K | 0.00% | −1−2.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 32 | $8.66K | 0.00% | +32 | New |
| Hemington Wealth Management | 39 | $9.00K | 0.00% | +1+2.6% | Added |
| Global Retirement Partners, LLC | 39 | $9.13K | 0.00% | +39 | New |
| Signaturefd, LLC | 42 | $9.76K | 0.00% | −338−88.9% | Reduced |
| JFS Wealth Advisors, LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $13.9K | 0.00% | −78−56.5% | Reduced |
| Private Wealth Asset Management, LLC | 60 | $13.9K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 63 | $14.6K | 0.00% | +2+3.3% | Added |
| GWM Advisors LLC | 72 | $16.8K | 0.00% | −270−78.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 85 | $19.8K | 0.01% | −443−83.9% | Reduced |
| TD Capital Management LLC | 103 | $23.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 111 | $25.8K | 0.00% | −269−70.8% | Reduced |
| Vega Investment Solutions | 112 | $26.0K | 0.01% | −106−48.6% | Reduced |
| Key Financial Inc | 115 | $26.7K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 128 | $30.0K | 0.00% | +122+2,033.3% | Added |
| Rise Advisors, LLC | 133 | $30.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 133 | $30.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $31.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 134 | $31.1K | 0.00% | +4+3.1% | Added |
| Nomura Asset Management Co Ltd | 150 | $34.9K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 152 | $35.3K | 0.00% | +152 | New |
| Covestor Ltd | 167 | $39.0K | 0.02% | −17−9.2% | Reduced |
| Toth Financial Advisory Corp | 175 | $40.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 181 | $42.1K | 0.00% | +9+5.2% | Added |
| Opal Wealth Advisors, LLC | 187 | $43.5K | 0.01% | +7+3.9% | Added |
| First Horizon Advisors, Inc. | 217 | $50.4K | 0.00% | +2+0.9% | Added |
| Quarry LP | 259 | $60.2K | 0.01% | +220+564.1% | Added |
| New Age Alpha Advisors, LLC | 259 | $60.2K | 0.00% | −7,801−96.8% | Reduced |
| Skopos Labs, Inc. | 269 | $62.5K | 0.01% | +185+220.2% | Added |
| Principal Securities, Inc. | 281 | $65.3K | 0.00% | +174+162.6% | Added |
| Danske Bank A/S | 300 | $69.7K | 0.00% | +200+200.0% | Added |
| Headlands Technologies LLC | 309 | $71.8K | 0.01% | +309 | New |
| C M Bidwell & Associates Ltd | 313 | $72.8K | 0.04% | −22−6.6% | Reduced |
| Harbor Investment Advisory, LLC | 321 | $74.6K | 0.01% | +161+100.6% | Added |
| Kessler Investment Group, LLC | 323 | $75.1K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 324 | $75.3K | 0.00% | +109+50.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 350 | $81.4K | 0.00% | +350 | New |
| CIBC Private Wealth Group, LLC | 356 | $82.8K | 0.00% | −14−3.8% | Reduced |
| Huntington National Bank | 364 | $84.6K | 0.00% | +135+59.0% | Added |
| FNY Investment Advisers, LLC | 401 | $93.0K | 0.04% | +401 | New |
| Farther Finance Advisors, LLC | 404 | $93.9K | 0.00% | −226−35.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 403 | $94.0K | 0.00% | +403 | New |
| Edmond de Rothschild Holding S.A. | 418 | $97.2K | 0.00% | +64+18.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 461 | $107.2K | 0.00% | +461 | New |
| Versant Capital Management, Inc | 473 | $109.9K | 0.02% | +16+3.5% | Added |
| Parkside Financial Bank & Trust | 485 | $112.7K | 0.01% | +36+8.0% | Added |
