| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $261 | 0.00% | −2−66.7% | Reduced |
| Rosenberg Matthew Hamilton | 1 | $261 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $262 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $512 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $519 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $522 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 2 | $522 | 0.00% | +2 | New |
| South State Corp. | 2 | $523 | 0.00% | −1−33.3% | Reduced |
| Larson Financial Group LLC | 2 | $527 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 3 | $783 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $784 | 0.00% | +3 | New |
| Cloud Capital Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $1.04K | 0.00% | +1+33.3% | Added |
| Kilter Group LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $1.30K | 0.00% | −80−94.1% | Reduced |
| Park Place Capital Corp | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $1.30K | 0.00% | +2+66.7% | Added |
| SJS Investment Consulting Inc. | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 7 | $1.81K | 0.00% | +7 | New |
| Webster Bank, N. A. | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $1.83K | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 8 | $2.09K | 0.00% | +8 | New |
| Cromwell Holdings LLC | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $2.09K | 0.00% | +5+166.7% | Added |
| N.E.W. Advisory Services LLC | 9 | $2.35K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $2.35K | 0.00% | +1+12.5% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $2.61K | 0.00% | +1+11.1% | Added |
| Westfuller Advisors, LLC | 10 | $2.72K | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 12 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $3.39K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $3.39K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 13 | $3.41K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 14 | $3.56K | 0.00% | −1−6.7% | Reduced |
| CoreCap Advisors, LLC | 14 | $3.65K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $6.00K | 0.00% | +24 | New |
| Retirement Wealth Solutions LLC | 23 | $6.00K | 0.00% | +23 | New |
| High Note Wealth, LLC | 24 | $6.26K | 0.00% | −1−4.0% | Reduced |
| JPL Wealth Management, LLC | 25 | $6.53K | 0.00% | +25 | New |
| LRI Investments, LLC | 27 | $6.93K | 0.00% | −4−12.9% | Reduced |
| Farmers & Merchants Investments Inc | 32 | $8.35K | 0.00% | +1+3.2% | Added |
| Private Wealth Management Group, LLC | 36 | $9.40K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 39 | $10.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 40 | $10.4K | 0.00% | +40 | New |
| Hemington Wealth Management | 45 | $11.0K | 0.00% | +6+15.4% | Added |
| Johnson Investment Counsel Inc | 12,612 | $13.0K | 0.00% | +30+0.2% | Added |
| JFS Wealth Advisors, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $13.1K | 0.00% | +8+19.0% | Added |
| Optiver Holding B.V. | 52 | $13.6K | 0.00% | −59−53.2% | Reduced |
| GWM Advisors LLC | 56 | $14.7K | 0.00% | −16−22.2% | Reduced |
| Bell Investment Advisors, Inc | 63 | $16.4K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 69 | $17.9K | 0.00% | +69 | New |
| Smartleaf Asset Management LLC | 99 | $25.6K | 0.00% | +89+890.0% | Added |
| Root Financial Partners, LLC | 102 | $26.6K | 0.00% | +102 | New |
| TD Capital Management LLC | 103 | $26.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 107 | $27.0K | 0.00% | −618−85.2% | Reduced |
| Covestor Ltd | 112 | $29.0K | 0.02% | −55−32.9% | Reduced |
| Abich Financial Wealth Management LLC | 113 | $29.5K | 0.01% | +113 | New |
| Key Financial Inc | 115 | $29.7K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 114 | $29.8K | 0.00% | +114 | New |
| Massmutual Trust Co FSB | 132 | $34.5K | 0.00% | −2−1.5% | Reduced |
| Rise Advisors, LLC | 133 | $34.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $35.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 150 | $39.2K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 152 | $39.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 153 | $39.9K | 0.00% | +125+446.4% | Added |
| First Horizon Corp | 180 | $47.0K | 0.00% | +180 | New |
| Parallel Advisors, LLC | 195 | $50.9K | 0.00% | +14+7.7% | Added |
| Toth Financial Advisory Corp | 204 | $53.3K | 0.01% | +29+16.6% | Added |
| NBC Securities, Inc. | 226 | $59.0K | 0.00% | −336−59.8% | Reduced |
| Principal Securities, Inc. | 244 | $63.7K | 0.00% | −37−13.2% | Reduced |
| Johnson Financial Group, Inc. | 264 | $68.9K | 0.00% | +264 | New |
| Danske Bank A/S | 300 | $78.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 301 | $78.6K | 0.00% | −23−7.1% | Reduced |
| Hantz Financial Services, Inc. | 304 | $79.0K | 0.00% | +176+137.5% | Added |
| Essential Partners LLC | 319 | $83.3K | 0.03% | +318+31,800.0% | Added |
| Harbor Investment Advisory, LLC | 321 | $83.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 349 | $91.1K | 0.00% | −7−2.0% | Reduced |
| Huntington National Bank | 369 | $96.3K | 0.00% | +5+1.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 395 | $103.0K | 0.00% | −8−2.0% | Reduced |
| Parkside Financial Bank & Trust | 410 | $107.0K | 0.01% | −75−15.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 418 | $109.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 457 | $119.3K | 0.00% | +53+13.1% | Added |
| Quarry LP | 464 | $121.1K | 0.03% | +205+79.2% | Added |
| Versant Capital Management, Inc | 473 | $123.5K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 505 | $131.8K | 0.02% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 516 | $134.7K | 0.00% | +55+11.9% | Added |
| Contravisory Investment Management, Inc. | 520 | $135.7K | 0.03% | −125−19.4% | Reduced |
| Umb Bank N A | 523 | $136.5K | 0.00% | −1−0.2% | Reduced |
| SRS Capital Advisors, Inc. | 537 | $140.2K | 0.00% | +537 | New |
| SG Americas Securities, LLC | 544 | $142.0K | 0.00% | −1,366−71.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 585 | $152.7K | 0.00% | +235+67.1% | Added |
| Northwestern Mutual Wealth Management Co | 653 | $170.5K | 0.00% | +45+7.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 660 | $172.3K | 0.34% | −6,375−90.6% | Reduced |
