| Avion Wealth | 56 | $0 | 0.00% | +56 | New |
| Bay Harbor Wealth Management, LLC | 1 | $16 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $16 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $16 | 0.00% | +1 | New |
| McMillan Office, Inc. | 2 | $32 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $48 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $64 | 0.00% | −21−84.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $64 | 0.00% | −4−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $65 | 0.00% | −5−55.6% | Reduced |
| Harbor Investment Advisory, LLC | 5 | $80 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $80 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 7 | $113 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 8 | $129 | 0.00% | −49−86.0% | Reduced |
| DecisionPoint Financial, LLC | 9 | $145 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 10 | $161 | 0.00% | +10 | New |
| Pinnacle Wealth Planning Services, Inc. | 12 | $193 | 0.00% | −263−95.6% | Reduced |
| Cromwell Holdings LLC | 14 | $225 | 0.00% | −7−33.3% | Reduced |
| Rossby Financial, LCC | 15 | $235 | 0.00% | −2−11.8% | Reduced |
| North Star Investment Management Corp. | 16 | $257 | 0.00% | −25−61.0% | Reduced |
| Cornerstone Planning Group LLC | 25 | $266 | 0.00% | +17+212.5% | Added |
| Financial Perspectives, Inc | 20 | $322 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20 | $322 | 0.00% | +20 | New |
| NBT Bank N A | 25 | $402 | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 26 | $419 | 0.00% | +10+62.5% | Added |
| Silver Grove Financial Group, Inc. | 27 | $434 | 0.00% | +27 | New |
| Creative Financial Designs Inc | 33 | $531 | 0.00% | +10+43.5% | Added |
| Rialto Wealth Management, LLC | 33 | $531 | 0.00% | +15+83.3% | Added |
| Los Angeles Capital Management LLC | 34 | $547 | 0.00% | −592−94.6% | Reduced |
| TFC Financial Management | 35 | $564 | 0.00% | +16+84.2% | Added |
| Keating Financial Advisory Services, Inc. | 38 | $611 | 0.00% | −388−91.1% | Reduced |
| Clearstead Advisors, LLC | 40 | $644 | 0.00% | −493−92.5% | Reduced |
| JPL Wealth Management, LLC | 44 | $708 | 0.00% | +44 | New |
| Investors Portfolio Services LLC | 83 | $761 | 0.00% | +83 | New |
| Whittier Trust Co of Nevada Inc | 50 | $787 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 50 | $805 | 0.00% | +50 | New |
| MV Capital Management, Inc. | 52 | $837 | 0.00% | −80−60.6% | Reduced |
| Rosenberg Matthew Hamilton | 54 | $869 | 0.00% | −55−50.5% | Reduced |
| SJS Investment Consulting Inc. | 58 | $934 | 0.00% | −240−80.5% | Reduced |
| Bell Investment Advisors, Inc | 60 | $966 | 0.00% | −126−67.7% | Reduced |
| JNBA Financial Advisors | 62 | $998 | 0.00% | +62 | New |
| Steward Partners Investment Advisory, LLC | 63 | $1.01K | 0.00% | −378−85.7% | Reduced |
| Ares Financial Consulting, LLC | 67 | $1.05K | 0.00% | +67 | New |
| Smartleaf Asset Management LLC | 74 | $1.19K | 0.00% | −126−63.0% | Reduced |
| Wealth Preservation Advisors, LLC | 80 | $1.29K | 0.00% | +80 | New |
| Beaird Harris Wealth Management, LLC | 80 | $1.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 81 | $1.30K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 83 | $1.33K | 0.00% | +83 | New |
| SHP Wealth Management | 95 | $1.53K | 0.00% | +95 | New |
| Bokf, NA | 100 | $1.61K | 0.00% | +100 | New |
| Activest Wealth Management | 101 | $1.63K | 0.00% | −475−82.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 103 | $1.66K | 0.00% | −110−51.6% | Reduced |
| Farmers & Merchants Investments Inc | 113 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 121 | $1.95K | 0.00% | −2−1.6% | Reduced |
| Smithfield Trust Co | 95 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 126 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 133 | $2.14K | 0.00% | +43+47.8% | Added |
| Northwestern Mutual Wealth Management Co | 152 | $2.45K | 0.00% | −74−32.7% | Reduced |
| Highline Wealth Partners LLC | 168 | $2.70K | 0.00% | +168 | New |
| Crewe Advisors LLC | 170 | $2.74K | 0.00% | −276−61.9% | Reduced |
| Atlantic Union Bankshares Corp | 177 | $2.85K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 189 | $3.04K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 220 | $3.54K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 284 | $4.58K | 0.00% | −357−55.7% | Reduced |
| Massmutual Trust Co FSB | 286 | $4.60K | 0.00% | −556−66.0% | Reduced |
| SBI Securities Co., Ltd. | 305 | $4.92K | 0.00% | +302+10,066.7% | Added |
| Meramec Financial Planners, LLC | 301 | $4.96K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 293 | $5.00K | 0.00% | +83+39.5% | Added |
| Covestor Ltd | 283 | $5.00K | 0.00% | +113+66.5% | Added |
| Private Wealth Management Group, LLC | 374 | $6.02K | 0.00% | +362+3,016.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 396 | $6.37K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 399 | $6.42K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 422 | $6.79K | 0.00% | −5,819−93.2% | Reduced |
| Ancora Advisors, LLC | 434 | $6.98K | 0.00% | −397−47.8% | Reduced |
| Zions Bancorporation, National Association | 523 | $8.41K | 0.00% | +41+8.5% | Added |
| Truvestments Capital LLC | 582 | $9.36K | 0.00% | −34−5.5% | Reduced |
| True Wealth Design, LLC | 586 | $9.43K | 0.00% | −480−45.0% | Reduced |
| ZRC Wealth Management, LLC | 624 | $10.0K | 0.00% | +624 | New |
| Root Financial Partners, LLC | 681 | $11.0K | 0.00% | +659+2,995.5% | Added |
| Ronald Blue Trust, Inc. | 747 | $12.0K | 0.00% | −236−24.0% | Reduced |
| Hillsdale Investment Management Inc. | 750 | $12.1K | 0.00% | +750 | New |
| Parkside Financial Bank & Trust | 754 | $12.1K | 0.00% | −121−13.8% | Reduced |
| Spire Wealth Management | 760 | $12.2K | 0.00% | +10+1.3% | Added |
| Bessemer Group Inc | 782 | $13.0K | 0.00% | −20,737−96.4% | Reduced |
| Atwood & Palmer Inc | 908 | $14.6K | 0.00% | −500−35.5% | Reduced |
| Versant Capital Management, Inc | 914 | $14.7K | 0.00% | −895−49.5% | Reduced |
| IFP Advisors, Inc | 1,043 | $16.8K | 0.00% | −945−47.5% | Reduced |
| Sapience Investments, LLC | 1,105 | $17.8K | 2.30% | −20,568−94.9% | Reduced |
| Central Trust Co | 1,313 | $21.1K | 0.00% | +500+61.5% | Added |
| Farther Finance Advisors, LLC | 1,409 | $22.0K | 0.00% | −993−41.3% | Reduced |
| Basecamp Wealth Advisors LLC | 1,407 | $22.6K | 0.00% | +961+215.5% | Added |
| Bayforest Capital Ltd | 1,443 | $23.2K | 0.03% | −10,780−88.2% | Reduced |
| Quent Capital, LLC | 1,468 | $23.6K | 0.00% | +1,156+370.5% | Added |
| SRS Capital Advisors, Inc. | 1,491 | $24.0K | 0.00% | +933+167.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,633 | $26.3K | 0.00% | +206+14.4% | Added |
| Central Pacific Bank - Trust Division | 2,000 | $32.2K | 0.00% | +575+40.4% | Added |
| Quadrant Capital Group LLC | 2,027 | $32.6K | 0.00% | −619−23.4% | Reduced |
| Umb Bank N A | 2,156 | $34.7K | 0.00% | +507+30.7% | Added |
| Whittier Trust Co | 2,256 | $35.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,294 | $36.9K | 0.00% | −6,555−74.1% | Reduced |
| South Dakota Investment Council | 2,392 | $38.0K | 0.00% | 00.0% | Unchanged |
