| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $195 | 0.00% | −1−50.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $195 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $196 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 1 | $332 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 2 | $391 | 0.00% | −11−84.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $391 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $391 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $405 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $586 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $586 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $781 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $781 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $781 | 0.00% | +1+33.3% | Added |
| TFC Financial Management | 4 | $782 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $978 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $1.17K | 0.00% | −17−73.9% | Reduced |
| Sachetta, LLC | 6 | $1.17K | 0.00% | +3+100.0% | Added |
| Cromwell Holdings LLC | 6 | $1.17K | 0.00% | +3+100.0% | Added |
| Bare Financial Services, Inc | 6 | $1.17K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $1.31K | 0.00% | +5+500.0% | Added |
| Signature Equity Partners, LLC | 7 | $1.37K | 0.00% | −2−22.2% | Reduced |
| Vanguard National Trust Co | 7 | $1.37K | 0.00% | +7 | New |
| Twin Peaks Wealth Advisors, LLC | 7 | $1.37K | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $1.56K | 0.00% | +2+33.3% | Added |
| Whipplewood Advisors, LLC | 8 | $1.56K | 0.00% | +8 | New |
| Rossby Financial, LCC | 10 | $1.98K | 0.00% | +4+66.7% | Added |
| Ogorek Anthony Joseph | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $2.15K | 0.00% | −96−89.7% | Reduced |
| Retirement Wealth Solutions LLC | 11 | $2.15K | 0.00% | −1−8.3% | Reduced |
| Valued Wealth Advisors LLC | 11 | $2.15K | 0.00% | +6+120.0% | Added |
| Marquette Asset Management, LLC | 11 | $2.15K | 0.00% | +8+266.7% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 13 | $3.00K | 0.00% | −61−82.4% | Reduced |
| Medallion Wealth Advisors, LLC | 17 | $3.32K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 17 | $3.32K | 0.00% | +17 | New |
| Highline Wealth Partners LLC | 18 | $3.52K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.90K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 20 | $3.90K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $3.91K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 21 | $4.10K | 0.00% | +21 | New |
| North Star Investment Management Corp. | 22 | $4.30K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 23 | $4.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $4.49K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $4.69K | 0.00% | −2−7.7% | Reduced |
| GWM Advisors LLC | 25 | $4.88K | 0.00% | +3+13.6% | Added |
| Zions Bancorporation, National Association | 25 | $4.88K | 0.00% | +25 | New |
| Plante Moran Financial Advisors, LLC | 25 | $4.88K | 0.00% | +25 | New |
| Ameriflex Group, Inc. | 28 | $5.47K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 31 | $6.05K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 31 | $6.05K | 0.00% | +31 | New |
| Manning & Napier Advisors LLC | 32 | $6.17K | 0.00% | +16+100.0% | Added |
| Bogart Wealth, LLC | 34 | $6.64K | 0.00% | +31+1,033.3% | Added |
| Group One Trading, L.P. | 35 | $6.83K | 0.00% | −318−90.1% | Reduced |
| Covestor Ltd | 37 | $7.00K | 0.00% | −32−46.4% | Reduced |
| Wealth Preservation Advisors, LLC | 36 | $7.03K | 0.01% | +29+414.3% | Added |
| Fortitude Family Office, LLC | 38 | $7.42K | 0.00% | +7+22.6% | Added |
| Pinnacle Bancorp, Inc. | 43 | $8.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $8.40K | 0.00% | +27+168.8% | Added |
| Keating Financial Advisory Services, Inc. | 44 | $8.59K | 0.00% | −18−29.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 44 | $8.59K | 0.00% | +16+57.1% | Added |
| ZRC Wealth Management, LLC | 45 | $8.79K | 0.00% | +45 | New |
| Simplex Trading, LLC | 48 | $9.37K | 0.00% | −559−92.1% | Reduced |
| Olistico Wealth, LLC | 50 | $9.76K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $9.76K | 0.01% | +4+8.7% | Added |
| Rakuten Securities, Inc. | 60 | $11.7K | 0.00% | +10+20.0% | Added |
| Brown Brothers Harriman & Co | 63 | $12.3K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 65 | $12.7K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $14.6K | 0.00% | −4−5.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 74 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 78 | $15.2K | 0.00% | −29−27.1% | Reduced |
| McIlrath & Eck, LLC | 84 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $16.8K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 97 | $19.0K | 0.01% | +97 | New |
| Private Wealth Management Group, LLC | 98 | $19.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $19.5K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 100 | $19.5K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $19.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $20.3K | 0.00% | +6+6.1% | Added |
| Matrix Trust Co | 110 | $21.0K | 0.00% | +110 | New |
| V-Square Quantitative Management LLC | 108 | $21.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 111 | $21.7K | 0.00% | +63+131.3% | Added |
| Los Angeles Capital Management LLC | 117 | $22.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 136 | $26.6K | 0.00% | +136 | New |
| Heritage Wealth Advisors | 138 | $26.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 139 | $27.1K | 0.01% | +3+2.2% | Added |
| HM Payson & Co | 140 | $27.3K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 151 | $29.0K | 0.00% | +3+2.0% | Added |
| CVA Family Office, LLC | 168 | $32.8K | 0.00% | +68+68.0% | Added |
| First United Bank Trust | 170 | $33.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 182 | $35.5K | 0.00% | −12−6.2% | Reduced |
| Anchor Investment Management, LLC | 184 | $35.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $39.1K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 220 | $43.0K | 0.04% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 221 | $43.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 263 | $50.7K | 0.00% | +4+1.5% | Added |
| TD Private Client Wealth LLC | 260 | $50.8K | 0.00% | −1,480−85.1% | Reduced |
| Sound Income Strategies, LLC | 265 | $52.5K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 284 | $55.5K | 0.00% | +284 | New |
