| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Continuum Advisory, LLC | 2 | $230 | 0.00% | −1−33.3% | Reduced |
| Legacy Investment Solutions, LLC | 3 | $344 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 3 | $344 | 0.00% | +3 | New |
| Rothschild Investment LLC | 4 | $531 | 0.00% | −1−20.0% | Reduced |
| Central Trust Co | 4 | $532 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $532 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $532 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $664 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.01K | 0.00% | −3−30.0% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 9 | $1.20K | 0.00% | +9 | New |
| CIBC Private Wealth Group, LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11 | $1.47K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 12 | $1.59K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 17 | $2.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $2.39K | 0.00% | +1+5.9% | Added |
| SJS Investment Consulting Inc. | 19 | $2.52K | 0.00% | −1−5.0% | Reduced |
| Private Wealth Management Group, LLC | 19 | $2.52K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 20 | $2.66K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 22 | $2.92K | 0.01% | +22 | New |
| Bruce G. Allen Investments, LLC | 23 | $3.06K | 0.00% | +3+15.0% | Added |
| Farmers & Merchants Investments Inc | 24 | $3.19K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 25 | $3.32K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $3.59K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 34 | $3.92K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 31 | $4.12K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 33 | $4.38K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 39 | $4.71K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 39 | $5.18K | 0.00% | +1+2.6% | Added |
| GWM Advisors LLC | 42 | $5.58K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 42 | $5.58K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 44 | $5.84K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $5.98K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 45 | $5.98K | 0.00% | +45 | New |
| Fortitude Family Office, LLC | 50 | $6.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $7.00K | 0.00% | −19−26.8% | Reduced |
| GW&K Investment Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $7.00K | 0.00% | +9+20.5% | Added |
| Cherry Tree Wealth Management, LLC | 57 | $7.57K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 66 | $8.77K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $9.56K | 0.00% | +2+2.9% | Added |
| Smithfield Trust Co | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 88 | $10.0K | 0.00% | +88 | New |
| Moisand Fitzgerald Tamayo, LLC | 93 | $12.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 102 | $13.7K | 0.00% | +24+30.8% | Added |
| Matrix Trust Co | 105 | $14.0K | 0.00% | +2+1.9% | Added |
| SRS Capital Advisors, Inc. | 119 | $15.8K | 0.00% | +97+440.9% | Added |
| Allworth Financial LP | 123 | $16.3K | 0.00% | −15−10.9% | Reduced |
| Venturi Wealth Management, LLC | 129 | $17.1K | 0.00% | −129−50.0% | Reduced |
| TD Waterhouse Canada Inc. | 142 | $18.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 153 | $20.3K | 0.01% | +153 | New |
| Massmutual Trust Co FSB | 160 | $21.3K | 0.00% | +2+1.3% | Added |
| Gilliland Jeter Wealth Management LLC | 161 | $21.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 169 | $22.4K | 0.01% | −162−48.9% | Reduced |
| Park Place Capital Corp | 178 | $23.6K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 181 | $24.0K | 0.00% | −35−16.2% | Reduced |
| Farther Finance Advisors, LLC | 186 | $24.8K | 0.00% | +43+30.1% | Added |
| Optiver Holding B.V. | 193 | $25.6K | 0.00% | +193 | New |
| Ci Investments Inc. | 192 | $26.0K | 0.00% | −154−44.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 196 | $26.0K | 0.00% | −150−43.4% | Reduced |
| GeoWealth Management, LLC | 197 | $26.2K | 0.00% | +197 | New |
| Global Retirement Partners, LLC | 200 | $26.6K | 0.00% | −181−47.5% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $26.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 204 | $27.1K | 0.00% | +9+4.6% | Added |
| Geneos Wealth Management Inc. | 205 | $27.2K | 0.00% | +205 | New |
| Bell Investment Advisors, Inc | 220 | $29.2K | 0.01% | −20−8.3% | Reduced |
| True Wealth Design, LLC | 234 | $31.1K | 0.01% | +234 | New |
| Rise Advisors, LLC | 250 | $33.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 295 | $39.2K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $39.8K | 0.00% | +300 | New |
| Skopos Labs, Inc. | 302 | $40.1K | 0.01% | +302 | New |
| Principal Securities, Inc. | 353 | $46.9K | 0.00% | +1+0.3% | Added |
| Bellevue Asset Management, LLC | 372 | $49.4K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 397 | $52.7K | 0.00% | −35−8.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 400 | $53.1K | 0.01% | +300+300.0% | Added |
| EverSource Wealth Advisors, LLC | 419 | $55.7K | 0.00% | −535−56.1% | Reduced |
| Quarry LP | 455 | $60.4K | 0.02% | −427−48.4% | Reduced |
| Parkside Financial Bank & Trust | 456 | $60.6K | 0.01% | +16+3.6% | Added |
| FinTrust Capital Advisors, LLC | 474 | $63.0K | 0.01% | +474 | New |
| CoreFirst Bank & Trust | 483 | $64.2K | 0.04% | +483 | New |
| IFP Advisors, Inc | 498 | $66.2K | 0.00% | +31+6.6% | Added |
| Caldwell Trust Co | 500 | $66.4K | 0.01% | −100−16.7% | Reduced |
| Capital Performance Advisors LLP | 546 | $72.5K | 0.02% | +546 | New |
| DekaBank Deutsche Girozentrale | 585 | $78.0K | 0.00% | +585 | New |
| Jones Financial Companies LLLP | 602 | $80.6K | 0.00% | +329+120.5% | Added |
| Northwestern Mutual Wealth Management Co | 618 | $82.1K | 0.00% | +96+18.4% | Added |
| Gladius Capital Management LP | 649 | $86.2K | 0.05% | −2,103−76.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 657 | $88.0K | 0.00% | +657 | New |
| Headlands Technologies LLC | 692 | $91.9K | 0.01% | +692 | New |
| GAMMA Investing LLC | 695 | $92.3K | 0.01% | +137+24.6% | Added |
| State of Wyoming | 724 | $96.2K | 0.01% | +252+53.4% | Added |
| Quent Capital, LLC | 859 | $114.3K | 0.01% | −38−4.2% | Reduced |
| Covestor Ltd | 1,064 | $141.0K | 0.09% | +131+14.0% | Added |
| Proequities, Inc. | 1,295 | $172.0K | 0.01% | +14+1.1% | Added |
| Paradigm Asset Management Co LLC | 1,300 | $172.7K | 0.05% | 00.0% | Unchanged |
