| Dunhill Financial, LLC | 1 | $96 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $125 | 0.00% | −14−93.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1 | $125 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $125 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $126 | 0.00% | −9−90.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $126 | 0.00% | −1−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $252 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $378 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $399 | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 4 | $503 | 0.00% | +4 | New |
| Nemes Rush Group LLC | 4 | $503 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $503 | 0.00% | +4 | New |
| Quarry LP | 5 | $629 | 0.00% | −268−98.2% | Reduced |
| USA Financial Portformulas Corp | 5 | $629 | 0.00% | +5 | New |
| Fiduciary Advisors, Inc. | 5 | $630 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $756 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $881 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 7 | $881 | 0.00% | 00.0% | Unchanged |
| American National Bank | 7 | $881 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 7 | $881 | 0.00% | +7 | New |
| Addison Advisors LLC | 7 | $882 | 0.00% | +1+16.7% | Added |
| South State Corp. | 7 | $882 | 0.00% | +7 | New |
| Cullen/Frost Bankers, Inc. | 8 | $1.01K | 0.00% | −4−33.3% | Reduced |
| Picton Mahoney Asset Management | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 10 | $1.26K | 0.00% | +10 | New |
| Zions Bancorporation, National Association | 14 | $1.76K | 0.00% | +14 | New |
| Basecamp Wealth Advisors LLC | 14 | $1.76K | 0.00% | +14 | New |
| Avion Wealth | 20 | $2.00K | 0.00% | +12+150.0% | Added |
| Manchester Capital Management LLC | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $2.27K | 0.00% | −2−10.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 18 | $2.27K | 0.00% | +18 | New |
| Godfrey Financial Associates, Inc. | 18 | $2.27K | 0.00% | +18 | New |
| TD Private Client Wealth LLC | 19 | $2.39K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $2.52K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 23 | $2.90K | 0.00% | −41−64.1% | Reduced |
| SBI Securities Co., Ltd. | 25 | $3.15K | 0.00% | −65−72.2% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $3.15K | 0.00% | +8+47.1% | Added |
| SageView Advisory Group, LLC | 25 | $3.15K | 0.00% | +25 | New |
| Kilter Group LLC | 26 | $3.27K | 0.00% | +17+188.9% | Added |
| Colonial Trust Co | 26 | $3.28K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $3.78K | 0.00% | −17,201−99.8% | Reduced |
| Sunbelt Securities, Inc. | 31 | $3.90K | 0.00% | −3−8.8% | Reduced |
| Sachetta, LLC | 31 | $3.90K | 0.00% | +31 | New |
| MAI Capital Management | 36 | $4.48K | 0.00% | +2+5.9% | Added |
| National Bank of Canada | 38 | $4.78K | 0.00% | +38 | New |
| Huntington National Bank | 38 | $4.78K | 0.00% | −74−66.1% | Reduced |
| American Capital Advisory, LLC | 40 | $5.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $5.16K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $5.66K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 45 | $6.00K | 0.00% | +45 | New |
| Root Financial Partners, LLC | 53 | $6.67K | 0.00% | −27−33.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 54 | $6.80K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $7.31K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 64 | $8.06K | 0.00% | +28+77.8% | Added |
| Federation des caisses Desjardins du Quebec | 67 | $8.43K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 68 | $8.56K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 82 | $10.3K | 0.00% | +82 | New |
| Valley National Advisers Inc | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 110 | $13.8K | 0.00% | −988−90.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 113 | $14.2K | 0.00% | +113 | New |
| New England Capital Financial Advisors LLC | 123 | $15.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 130 | $16.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $17.0K | 0.00% | +18+15.4% | Added |
| Rakuten Securities, Inc. | 137 | $17.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 140 | $17.6K | 0.00% | +140 | New |
| Massmutual Trust Co FSB | 141 | $17.7K | 0.00% | +52+58.4% | Added |
| Clearstead Advisors, LLC | 154 | $19.4K | 0.00% | −164−51.6% | Reduced |
| Rothschild Investment LLC | 155 | $19.5K | 0.00% | +47+43.5% | Added |
| NBC Securities, Inc. | 172 | $21.6K | 0.00% | −6−3.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 177 | $22.3K | 0.00% | +177 | New |
| Tidemark, LLC | 188 | $23.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 193 | $24.3K | 0.00% | +77+66.4% | Added |
| Danske Bank A/S | 200 | $25.2K | 0.00% | −7,329−97.3% | Reduced |
| Triumph Capital Management | 200 | $25.2K | 0.01% | +200 | New |
| True Wealth Design, LLC | 211 | $26.6K | 0.01% | −59−21.9% | Reduced |
| SJS Investment Consulting Inc. | 211 | $26.6K | 0.00% | +208+6,933.3% | Added |
| Harbor Capital Advisors, Inc. | 215 | $27.0K | 0.00% | −4−1.8% | Reduced |
| Creative Financial Designs Inc | 216 | $27.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 241 | $30.3K | 0.01% | +15+6.6% | Added |
| Transamerica Financial Advisors, Inc. | 249 | $31.3K | 0.00% | +190+322.0% | Added |
| Larson Financial Group LLC | 271 | $34.1K | 0.00% | +148+120.3% | Added |
| Steward Partners Investment Advisory, LLC | 304 | $38.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 304 | $38.3K | 0.00% | +190+166.7% | Added |
| Optiver Holding B.V. | 309 | $38.9K | 0.00% | +18+6.2% | Added |
| Rockefeller Capital Management L.P. | 313 | $39.4K | 0.00% | +32+11.4% | Added |
| GWM Advisors LLC | 346 | $43.6K | 0.00% | −227−39.6% | Reduced |
| Nomura Asset Management Co Ltd | 350 | $44.1K | 0.00% | +170+94.4% | Added |
| Signature Equity Partners, LLC | 364 | $45.8K | 0.03% | +364 | New |
| Caitong International Asset Management Co., Ltd | 446 | $56.1K | 0.01% | +446 | New |
| Versant Capital Management, Inc | 476 | $59.9K | 0.01% | −128−21.2% | Reduced |
| Allworth Financial LP | 529 | $66.6K | 0.00% | −953−64.3% | Reduced |
| Meeder Asset Management Inc | 530 | $66.7K | 0.00% | −2,701−83.6% | Reduced |
| Parallel Advisors, LLC | 537 | $67.6K | 0.00% | −430−44.5% | Reduced |
| Fifth Third Bancorp | 548 | $69.0K | 0.00% | −3,892−87.7% | Reduced |
