| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $103 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $104 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $104 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $104 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $207 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $208 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $208 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $303 | 0.00% | +3 | New |
| Transce3nd, LLC | 3 | $311 | 0.00% | −3−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $311 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 4 | $416 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $416 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $416 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $516 | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $520 | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 6 | $623 | 0.00% | +4+200.0% | Added |
| Raffa Wealth Management, LLC | 8 | $831 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 9 | $935 | 0.00% | +9 | New |
| CX Institutional | 13 | $1.00K | 0.00% | +13 | New |
| Medallion Wealth Advisors, LLC | 10 | $1.03K | 0.00% | −10−50.0% | Reduced |
| Cape Investment Advisory, Inc. | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $1.14K | 0.00% | +6+120.0% | Added |
| Whipplewood Advisors, LLC | 4 | $1.35K | 0.00% | −9−69.2% | Reduced |
| Private Trust Co NA | 13 | $1.35K | 0.00% | +13 | New |
| Private Wealth Management Group, LLC | 14 | $1.45K | 0.00% | −42−75.0% | Reduced |
| SJS Investment Consulting Inc. | 15 | $1.56K | 0.00% | −1−6.3% | Reduced |
| Binnacle Investments Inc | 17 | $1.76K | 0.00% | +17 | New |
| Amundi | 20 | $1.92K | 0.00% | +6+42.9% | Added |
| MPWM Advisory Solutions, LLC | 19 | $1.97K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.97K | 0.00% | +1+5.6% | Added |
| Oakworth Capital, Inc. | 19 | $1.97K | 0.00% | +19 | New |
| Capital Advisors, Ltd. LLC | 23 | $2.00K | 0.00% | −23−50.0% | Reduced |
| Ogorek Anthony Joseph | 21 | $2.00K | 0.00% | +21 | New |
| Hantz Financial Services, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Raleigh Capital Management Inc. | 20 | $2.08K | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 22 | $2.28K | 0.00% | −86−79.6% | Reduced |
| Bruce G. Allen Investments, LLC | 23 | $2.39K | 0.00% | −2−8.0% | Reduced |
| Sachetta, LLC | 25 | $2.60K | 0.00% | +25 | New |
| Atlantic Trust, LLC | 26 | $2.70K | 0.00% | +26 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $2.80K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $2.91K | 0.00% | +27+2,700.0% | Added |
| LRI Investments, LLC | 34 | $3.53K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 34 | $3.53K | 0.00% | +7+25.9% | Added |
| True Wealth Design, LLC | 35 | $3.63K | 0.00% | +1+2.9% | Added |
| Washington Trust Co | 38 | $3.95K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 39 | $4.05K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 42 | $4.36K | 0.00% | +42 | New |
| GWM Advisors LLC | 42 | $4.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $4.57K | 0.00% | +20+83.3% | Added |
| CVA Family Office, LLC | 45 | $4.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $4.78K | 0.00% | −26−36.1% | Reduced |
| Fortitude Family Office, LLC | 50 | $5.19K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 57 | $5.25K | 0.00% | +47+470.0% | Added |
| Cherry Tree Wealth Management, LLC | 57 | $5.92K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 66 | $6.85K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 79 | $8.20K | 0.00% | +14+21.5% | Added |
| WPG Advisers, LLC | 83 | $8.62K | 0.01% | +28+50.9% | Added |
| Cornerstone Planning Group LLC | 89 | $9.59K | 0.00% | +37+71.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 93 | $9.66K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 107 | $11.1K | 0.00% | +1+0.9% | Added |
| Rise Advisors, LLC | 109 | $11.3K | 0.01% | −141−56.4% | Reduced |
| Optiver Holding B.V. | 114 | $11.8K | 0.00% | +114 | New |
| Matrix Trust Co | 120 | $12.0K | 0.00% | +8+7.1% | Added |
| Farther Finance Advisors, LLC | 120 | $12.4K | 0.00% | +4+3.4% | Added |
| Cullen/Frost Bankers, Inc. | 121 | $12.6K | 0.00% | +121 | New |
| SRS Capital Advisors, Inc. | 125 | $13.0K | 0.00% | +105+525.0% | Added |
| Hemington Wealth Management | 129 | $13.0K | 0.00% | +45+53.6% | Added |
| TD Waterhouse Canada Inc. | 142 | $14.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 153 | $15.9K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 155 | $16.1K | 0.00% | +155 | New |
| Altshuler Shaham Ltd | 159 | $16.5K | 0.00% | −56−26.0% | Reduced |
| Bell Investment Advisors, Inc | 161 | $16.7K | 0.00% | −45−21.8% | Reduced |
| Smartleaf Asset Management LLC | 162 | $16.8K | 0.00% | −1−0.6% | Reduced |
| TCTC Holdings, LLC | 175 | $18.2K | 0.00% | +92+110.8% | Added |
| Golden State Wealth Management, LLC | 179 | $18.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 181 | $18.8K | 0.00% | −17−8.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 196 | $20.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 196 | $20.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $20.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 208 | $21.6K | 0.01% | +30+16.9% | Added |
| BOK Financial Private Wealth, Inc. | 220 | $22.8K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 222 | $23.0K | 0.02% | −2−0.9% | Reduced |
| Allworth Financial LP | 210 | $23.5K | 0.00% | +78+59.1% | Added |
| Atlas Capital Advisors LLC | 228 | $23.7K | 0.00% | −1,309−85.2% | Reduced |
| Clearstead Advisors, LLC | 265 | $27.5K | 0.00% | +265 | New |
| Ci Investments Inc. | 269 | $28.0K | 0.00% | −22−7.6% | Reduced |
| Brown Brothers Harriman & Co | 276 | $28.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 295 | $30.6K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $31.1K | 0.01% | +300 | New |
| Geneos Wealth Management Inc. | 353 | $36.7K | 0.00% | +143+68.1% | Added |
| Bellevue Asset Management, LLC | 372 | $38.6K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 388 | $40.3K | 0.01% | +296+321.7% | Added |
| EverSource Wealth Advisors, LLC | 392 | $40.7K | 0.00% | −31−7.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 413 | $42.9K | 0.03% | −622−60.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 489 | $50.8K | 0.00% | −182−27.1% | Reduced |
| Caldwell Trust Co | 500 | $51.9K | 0.01% | 00.0% | Unchanged |