| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $49 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $49 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $99 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $148 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $149 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $191 | 0.00% | −1−25.0% | Reduced |
| Distillate Capital Partners LLC | 4 | $198 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6 | $296 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $297 | 0.00% | −18−75.0% | Reduced |
| Investors Portfolio Services LLC | 7 | $330 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $346 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 7 | $346 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $346 | 0.00% | +2+40.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7 | $346 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 9 | $445 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $544 | 0.00% | −1−8.3% | Reduced |
| First Horizon Corp | 12 | $593 | 0.00% | −18−60.0% | Reduced |
| Hughes Financial Services, LLC | 13 | $642 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 13 | $642 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 15 | $741 | 0.00% | +15 | New |
| Intentional Wealth Strategies, LLC | 15 | $741 | 0.00% | +15 | New |
| Caitong International Asset Management Co., Ltd | 16 | $790 | 0.00% | +15+1,500.0% | Added |
| Legacy Wealth Managment, LLC | 17 | $840 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $840 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $981 | 0.00% | +9+81.8% | Added |
| Bay Harbor Wealth Management, LLC | 20 | $988 | 0.00% | +7+53.8% | Added |
| Wolff Wiese Magana LLC | 24 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $1.19K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $1.19K | 0.00% | +24 | New |
| Philadelphia Investment Partners, LLC | 25 | $1.24K | 0.00% | +25 | New |
| Pinnacle Wealth Planning Services, Inc. | 28 | $1.38K | 0.00% | +3+12.0% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $1.38K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 29 | $1.43K | 0.00% | +29 | New |
| Burk Holdings LLC | 400 | $1.48K | 0.00% | +400 | New |
| Parkside Financial Bank & Trust | 30 | $1.48K | 0.00% | −47−61.0% | Reduced |
| Rossby Financial, LCC | 31 | $1.58K | 0.00% | −6−16.2% | Reduced |
| ZRC Wealth Management, LLC | 34 | $1.68K | 0.00% | +34 | New |
| Ronald Blue Trust, Inc. | 37 | $1.83K | 0.00% | −162−81.4% | Reduced |
| SJS Investment Consulting Inc. | 41 | $2.03K | 0.00% | +25+156.3% | Added |
| Colonial Trust Advisors | 50 | $2.47K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 55 | $2.72K | 0.00% | −734−93.0% | Reduced |
| Essential Partners LLC | 55 | $2.72K | 0.00% | +55 | New |
| CoreCap Advisors, LLC | 59 | $2.92K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 56 | $3.00K | 0.00% | +56 | New |
| Twin Peaks Wealth Advisors, LLC | 65 | $3.21K | 0.00% | +65 | New |
| Atlantic Trust, LLC | 68 | $3.36K | 0.00% | +15+28.3% | Added |
| Sachetta, LLC | 68 | $3.36K | 0.00% | +35+106.1% | Added |
| J.Safra Asset Management Corp | 70 | $3.46K | 0.00% | +33+89.2% | Added |
| High Note Wealth, LLC | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 89 | $4.40K | 0.00% | +77+641.7% | Added |
| Fortitude Family Office, LLC | 90 | $4.45K | 0.00% | +51+130.8% | Added |
| Quent Capital, LLC | 92 | $4.54K | 0.00% | −25−21.4% | Reduced |
| SBI Securities Co., Ltd. | 96 | $4.74K | 0.00% | −27−22.0% | Reduced |
| Bank of New Hampshire | 98 | $4.84K | 0.00% | +98 | New |
| Advisory Services Network, LLC | 100 | $4.94K | 0.00% | +100 | New |
| Private Trust Co NA | 102 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $5.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 115 | $5.68K | 0.00% | −25−17.9% | Reduced |
| Aventura Private Wealth, LLC | 117 | $5.78K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 120 | $5.93K | 0.00% | +100+500.0% | Added |
| Highline Wealth Partners LLC | 121 | $5.98K | 0.00% | +52+75.4% | Added |
| Itau Unibanco Holding S.A. | 126 | $6.22K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 135 | $6.67K | 0.00% | −48−26.2% | Reduced |
| Nisa Investment Advisors, LLC | 135 | $6.67K | 0.00% | +14+11.6% | Added |
| Smartleaf Asset Management LLC | 141 | $6.73K | 0.00% | +5+3.7% | Added |
| Rakuten Securities, Inc. | 144 | $7.11K | 0.00% | +144 | New |
| Meeder Asset Management Inc | 154 | $7.61K | 0.00% | +37+31.6% | Added |
| GWM Advisors LLC | 156 | $7.71K | 0.00% | +6+4.0% | Added |
| True Wealth Design, LLC | 156 | $7.71K | 0.00% | +148+1,850.0% | Added |
| Farmers & Merchants Investments Inc | 160 | $7.90K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 161 | $7.95K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 180 | $8.89K | 0.00% | +180 | New |
| Global X Japan Co., Ltd. | 193 | $9.53K | 0.00% | +193 | New |
| Danske Bank A/S | 200 | $9.88K | 0.00% | −1,500−88.2% | Reduced |
| Signaturefd, LLC | 207 | $10.2K | 0.00% | −40−16.2% | Reduced |
| Eastern Bank | 220 | $10.9K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 220 | $10.9K | 0.01% | +220 | New |
| Kemnay Advisory Services Inc. | 229 | $11.3K | 0.00% | +229 | New |
| Newbridge Financial Services Group, Inc. | 260 | $12.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 282 | $13.9K | 0.00% | +29+11.5% | Added |
| Richardson Capital Management LLC | 290 | $14.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 308 | $15.2K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 332 | $16.4K | 0.01% | +332 | New |
| Owl Creek Wealth Partners LLC | 351 | $17.3K | 0.01% | +351 | New |
| Massmutual Trust Co FSB | 360 | $17.8K | 0.00% | +77+27.2% | Added |
| Larson Financial Group LLC | 430 | $21.2K | 0.00% | +184+74.8% | Added |
| V-Square Quantitative Management LLC | 446 | $22.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 500 | $25.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 501 | $25.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 529 | $26.1K | 0.00% | −21−3.8% | Reduced |
| Leonteq Securities AG | 667 | $33.0K | 0.00% | −2,887−81.2% | Reduced |
| Covestor Ltd | 687 | $34.0K | 0.02% | −1,226−64.1% | Reduced |
| IFP Advisors, Inc | 735 | $36.3K | 0.00% | +641+681.9% | Added |
| Los Angeles Capital Management LLC | 848 | $41.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 895 | $44.2K | 0.00% | +472+111.6% | Added |
| Vega Investment Solutions | 958 | $47.3K | 0.01% | 00.0% | Unchanged |