| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Smallwood Wealth Investment Management, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2 | $138 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $171 | 0.00% | +1+100.0% | Added |
| Valued Wealth Advisors LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $257 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3 | $257 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 3 | $257 | 0.00% | +3 | New |
| Mather Group, LLC. | 4 | $342 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $428 | 0.00% | +5 | New |
| Addison Advisors LLC | 6 | $514 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 6 | $514 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $562 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $599 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $599 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $684 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 8 | $684 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 9 | $770 | 0.00% | +5+125.0% | Added |
| Bruce G. Allen Investments, LLC | 10 | $856 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $856 | 0.00% | +2+25.0% | Added |
| CVA Family Office, LLC | 11 | $941 | 0.00% | +5+83.3% | Added |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.03K | 0.00% | −12−50.0% | Reduced |
| Turning Point Benefit Group, Inc. | 15 | $1.29K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $1.46K | 0.00% | +17 | New |
| TD Private Client Wealth LLC | 19 | $1.63K | 0.00% | +19 | New |
| Harbor Investment Advisory, LLC | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $1.71K | 0.00% | +6+42.9% | Added |
| Colonial Trust Co | 26 | $2.23K | 0.00% | −3−10.3% | Reduced |
| Salomon & Ludwin, LLC | 29 | $2.45K | 0.00% | +29 | New |
| MAI Capital Management | 34 | $2.88K | 0.00% | −51−60.0% | Reduced |
| Sunbelt Securities, Inc. | 34 | $2.91K | 0.00% | +34 | New |
| IFP Advisors, Inc | 36 | $3.08K | 0.00% | −129−78.2% | Reduced |
| Global Retirement Partners, LLC | 38 | $3.25K | 0.00% | −187−83.1% | Reduced |
| American Capital Advisory, LLC | 40 | $3.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $3.51K | 0.00% | +2+5.1% | Added |
| Altshuler Shaham Ltd | 45 | $3.85K | 0.00% | −3,455−98.7% | Reduced |
| Private Trust Co NA | 45 | $3.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 46 | $3.94K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 54 | $4.62K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $4.97K | 0.00% | −2−3.3% | Reduced |
| FNY Investment Advisers, LLC | 68 | $5.00K | 0.00% | −100−59.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 59 | $5.05K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 64 | $5.48K | 0.00% | −35−35.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 67 | $5.73K | 0.00% | −42−38.5% | Reduced |
| Fortitude Family Office, LLC | 68 | $5.82K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $6.42K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 80 | $6.84K | 0.00% | +80 | New |
| Ci Investments Inc. | 77 | $7.00K | 0.00% | −6−7.2% | Reduced |
| Hemington Wealth Management | 88 | $7.00K | 0.00% | +10+12.8% | Added |
| Massmutual Trust Co FSB | 89 | $7.61K | 0.00% | −13,683−99.4% | Reduced |
| CoreCap Advisors, LLC | 89 | $7.61K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 90 | $7.70K | 0.00% | −3−3.2% | Reduced |
| Valley National Advisers Inc | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $8.61K | 0.00% | +100 | New |
| CKW Financial Group | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 108 | $9.24K | 0.00% | +3+2.9% | Added |
| Huntington National Bank | 112 | $9.58K | 0.00% | −20−15.2% | Reduced |
| Sterling Capital Management LLC | 114 | $9.75K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 116 | $9.92K | 0.00% | −29−20.0% | Reduced |
| Brown Brothers Harriman & Co | 117 | $10.0K | 0.00% | +117 | New |
| Larson Financial Group LLC | 123 | $10.5K | 0.00% | +23+23.0% | Added |
| New England Capital Financial Advisors LLC | 123 | $10.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 130 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 137 | $11.7K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 147 | $12.6K | 0.00% | +147 | New |
| NBC Securities, Inc. | 178 | $15.2K | 0.00% | −63−26.1% | Reduced |
| Nomura Asset Management Co Ltd | 180 | $15.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 188 | $16.1K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 188 | $16.1K | 0.00% | −57−23.3% | Reduced |
| Solstein Capital, LLC | 200 | $17.1K | 0.01% | +200 | New |
| Creative Financial Designs Inc | 216 | $18.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 219 | $19.0K | 0.00% | −35,972−99.4% | Reduced |
| WealthCollab, LLC | 226 | $19.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 250 | $21.4K | 0.00% | +250 | New |
| True Wealth Design, LLC | 270 | $23.1K | 0.01% | +261+2,900.0% | Added |
| Quarry LP | 273 | $23.4K | 0.01% | +273 | New |
| Rockefeller Capital Management L.P. | 281 | $24.0K | 0.00% | +281 | New |
| Optiver Holding B.V. | 291 | $24.9K | 0.00% | −87−23.0% | Reduced |
| Acadian Asset Management LLC | 301 | $25.0K | 0.00% | +301 | New |
| Steward Partners Investment Advisory, LLC | 304 | $26.0K | 0.00% | +21+7.4% | Added |
| Clearstead Advisors, LLC | 318 | $27.2K | 0.00% | −376−54.2% | Reduced |
| Ameritas Advisory Services, LLC | 402 | $34.4K | 0.00% | −61−13.2% | Reduced |
| Principal Securities, Inc. | 417 | $35.6K | 0.00% | −261−38.5% | Reduced |
| Ronald Blue Trust, Inc. | 450 | $38.5K | 0.00% | +450 | New |
| Essential Partners LLC | 451 | $38.6K | 0.01% | +8+1.8% | Added |
| Hantz Financial Services, Inc. | 481 | $41.0K | 0.00% | +250+108.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 500 | $43.0K | 0.00% | −14−2.7% | Reduced |
| Umb Bank N A | 528 | $45.2K | 0.00% | +97+22.5% | Added |
| Smartleaf Asset Management LLC | 562 | $47.6K | 0.00% | +140+33.2% | Added |
| GWM Advisors LLC | 573 | $49.0K | 0.00% | +221+62.8% | Added |
| Versant Capital Management, Inc | 604 | $51.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 666 | $56.0K | 0.00% | +485+268.0% | Added |
| Globeflex Capital L P | 684 | $58.5K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 777 | $66.5K | 0.00% | +96+14.1% | Added |
| Asset Management One Co.,Ltd. | 826 | $70.7K | 0.00% | −38−4.4% | Reduced |
