| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Godfrey Financial Associates, Inc. | 63 | $63 | 0.00% | +63 | New |
| Optima Capital LLC | 1 | $66 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $66 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $84 | 0.00% | +1 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $132 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $133 | 0.00% | −1−33.3% | Reduced |
| Huntington National Bank | 2 | $133 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $198 | 0.00% | −1−25.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 5 | $331 | 0.00% | −2−28.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $332 | 0.00% | −4−44.4% | Reduced |
| SHP Wealth Management | 5 | $364 | 0.00% | +5 | New |
| True Wealth Design, LLC | 7 | $464 | 0.00% | −37−84.1% | Reduced |
| Fortitude Family Office, LLC | 7 | $464 | 0.00% | −11−61.1% | Reduced |
| USA Financial Portformulas Corp | 8 | $530 | 0.00% | +8 | New |
| MidFirst Bank | 9 | $597 | 0.00% | +9 | New |
| Sachetta, LLC | 10 | $663 | 0.00% | −28−73.7% | Reduced |
| Picton Mahoney Asset Management | 11 | $729 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $729 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $729 | 0.00% | +5+83.3% | Added |
| Whittier Trust Co of Nevada Inc | 11 | $772 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 14 | $928 | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 13 | $943 | 0.00% | −147−91.9% | Reduced |
| AdvisorNet Financial, Inc | 15 | $994 | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 18 | $1.00K | 0.00% | −3−14.3% | Reduced |
| Motiv8 Investments LLC | 12 | $1.00K | 0.00% | +12 | New |
| Kilter Group LLC | 16 | $1.06K | 0.00% | −12−42.9% | Reduced |
| TD Waterhouse Canada Inc. | 17 | $1.13K | 0.00% | −132−88.6% | Reduced |
| First Command Advisory Services, Inc. | 17 | $1.13K | 0.00% | +17 | New |
| Ares Financial Consulting, LLC | 18 | $1.19K | 0.00% | +18 | New |
| First Horizon Corp | 19 | $1.26K | 0.00% | −105−84.7% | Reduced |
| Zions Bancorporation, National Association | 21 | $1.39K | 0.00% | +21 | New |
| Pinnacle Wealth Planning Services, Inc. | 22 | $1.46K | 0.00% | +22 | New |
| Westside Investment Management, Inc. | 23 | $1.52K | 0.00% | +23 | New |
| Private Trust Co NA | 24 | $1.59K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 24 | $1.59K | 0.00% | +11+84.6% | Added |
| Bravera Wealth | 27 | $1.79K | 0.00% | +27 | New |
| Bruce G. Allen Investments, LLC | 28 | $1.86K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 28 | $1.86K | 0.00% | +5+21.7% | Added |
| Bare Financial Services, Inc | 34 | $2.25K | 0.00% | +26+325.0% | Added |
| PFS Partners, LLC | 35 | $2.35K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 37 | $2.45K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 40 | $2.65K | 0.00% | +40 | New |
| IMA Wealth, Inc. | 42 | $2.78K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 43 | $2.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 46 | $3.05K | 0.00% | −23−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 48 | $3.18K | 0.00% | −1−2.0% | Reduced |
| Root Financial Partners, LLC | 52 | $3.45K | 0.00% | −96−64.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 54 | $3.58K | 0.00% | −22−28.9% | Reduced |
| Basecamp Wealth Advisors LLC | 58 | $3.84K | 0.00% | +58 | New |
| Steigerwald, Gordon & Koch Inc. | 60 | $3.98K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 61 | $4.04K | 0.00% | −61−50.0% | Reduced |
| Quent Capital, LLC | 65 | $4.31K | 0.00% | +2+3.2% | Added |
| SBI Securities Co., Ltd. | 67 | $4.44K | 0.00% | −99−59.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 68 | $4.51K | 0.00% | −6−8.1% | Reduced |
| Elyxium Wealth, LLC | 70 | $4.64K | 0.00% | +70 | New |
| Dogwood Wealth Management LLC | 71 | $4.71K | 0.00% | +45+173.1% | Added |
| WPG Advisers, LLC | 72 | $4.77K | 0.00% | −34−32.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 75 | $4.97K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 75 | $4.97K | 0.00% | +41+120.6% | Added |
| Curio Wealth, LLC | 82 | $5.42K | 0.00% | +82 | New |
| WealthCollab, LLC | 99 | $6.56K | 0.00% | +57+135.7% | Added |
| Manchester Capital Management LLC | 100 | $6.63K | 0.00% | −12−10.7% | Reduced |
| CIBC Private Wealth Group, LLC | 110 | $7.29K | 0.00% | +110 | New |
| Central Trust Co | 116 | $7.69K | 0.00% | −2−1.7% | Reduced |
| Umb Bank N A | 145 | $9.61K | 0.00% | −620−81.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 146 | $9.68K | 0.00% | −44−23.2% | Reduced |
| Global X Japan Co., Ltd. | 150 | $9.94K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 158 | $10.5K | 0.00% | +81+105.2% | Added |
| Bell Investment Advisors, Inc | 171 | $11.3K | 0.00% | −117−40.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 181 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 185 | $12.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 186 | $12.3K | 0.00% | +117+169.6% | Added |
| Founders Capital Management | 200 | $13.3K | 0.01% | +200 | New |
| DV Equities, LLC | 200 | $13.3K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 217 | $14.4K | 0.00% | +4+1.9% | Added |
| Wolff Wiese Magana LLC | 226 | $15.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 255 | $17.2K | 0.00% | +255 | New |
| Optiver Holding B.V. | 293 | $19.4K | 0.00% | −188−39.1% | Reduced |
| LRI Investments, LLC | 337 | $22.3K | 0.00% | +54+19.1% | Added |
| Nomura Asset Management Co Ltd | 360 | $23.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 379 | $25.1K | 0.00% | −853−69.2% | Reduced |
| Torren Management, LLC | 395 | $26.2K | 0.01% | +395 | New |
| Rothschild Investment LLC | 411 | $27.2K | 0.00% | +259+170.4% | Added |
| 1620 Investment Advisors, Inc. | 451 | $29.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 451 | $30.0K | 0.00% | +102+29.2% | Added |
| SRS Capital Advisors, Inc. | 462 | $30.6K | 0.00% | −8,420−94.8% | Reduced |
| Global Retirement Partners, LLC | 495 | $32.8K | 0.00% | +466+1,606.9% | Added |
| Danske Bank A/S | 500 | $33.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 606 | $40.2K | 0.00% | +103+20.5% | Added |
| IFP Advisors, Inc | 725 | $48.1K | 0.00% | +43+6.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 787 | $52.0K | 0.00% | +244+44.9% | Added |
| North Star Investment Management Corp. | 800 | $53.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 944 | $62.6K | 0.02% | +410+76.8% | Added |
| Hantz Financial Services, Inc. | 991 | $66.0K | 0.00% | +562+131.0% | Added |
| Nisa Investment Advisors, LLC | 1,001 | $66.3K | 0.00% | −2,206−68.8% | Reduced |
| Jones Financial Companies LLLP | 1,005 | $66.6K | 0.00% | +843+520.4% | Added |
| Bessemer Group Inc | 1,054 | $70.0K | 0.00% | −4,029−79.3% | Reduced |
| Hilltop National Bank | 1,067 | $70.7K | 0.02% | −165−13.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,152 | $76.4K | 0.00% | +617+115.3% | Added |
