| Avion Wealth | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $106 | 0.00% | +2 | New |
| Rise Advisors, LLC | 3 | $126 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $138 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $138 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $139 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 3 | $140 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 5 | $231 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 6 | $277 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $277 | 0.00% | +6 | New |
| Cromwell Holdings LLC | 7 | $324 | 0.00% | +4+133.3% | Added |
| JFS Wealth Advisors, LLC | 7 | $324 | 0.00% | +7 | New |
| Activest Wealth Management | 8 | $369 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $462 | 0.00% | +10 | New |
| CVA Family Office, LLC | 11 | $508 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $508 | 0.00% | +11 | New |
| Ritter Daniher Financial Advisory LLC | 12 | $554 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 14 | $646 | 0.00% | −37−72.5% | Reduced |
| Bruce G. Allen Investments, LLC | 19 | $877 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 26 | $1.20K | 0.00% | +26 | New |
| Cullen/Frost Bankers, Inc. | 27 | $1.25K | 0.00% | +27 | New |
| MV Capital Management, Inc. | 28 | $1.29K | 0.00% | +18+180.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 28 | $1.29K | 0.00% | +28 | New |
| GWM Advisors LLC | 31 | $1.43K | 0.00% | −5−13.9% | Reduced |
| SBI Securities Co., Ltd. | 32 | $1.48K | 0.00% | +11+52.4% | Added |
| Dogwood Wealth Management LLC | 36 | $1.66K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 38 | $1.75K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 38 | $1.75K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 44 | $2.03K | 0.00% | −414−90.4% | Reduced |
| South State Corp. | 45 | $2.08K | 0.00% | −75−62.5% | Reduced |
| Glen Eagle Advisors, LLC | 48 | $2.21K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 52 | $2.40K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 55 | $2.54K | 0.00% | +24+77.4% | Added |
| Colonial Trust Co | 56 | $2.58K | 0.00% | +56 | New |
| TD Private Client Wealth LLC | 56 | $2.58K | 0.00% | −20−26.3% | Reduced |
| AlphaCore Capital LLC | 58 | $2.68K | 0.00% | +40+222.2% | Added |
| Private Wealth Management Group, LLC | 60 | $2.77K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 61 | $2.82K | 0.00% | −75−55.1% | Reduced |
| Assetmark, Inc | 62 | $2.86K | 0.00% | +14+29.2% | Added |
| Capital Advisors, Ltd. LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 68 | $3.00K | 0.00% | +26+61.9% | Added |
| Kilter Group LLC | 75 | $3.46K | 0.00% | −3−3.8% | Reduced |
| Global Retirement Partners, LLC | 77 | $3.55K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 79 | $3.65K | 0.00% | +79 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80 | $3.69K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 84 | $3.88K | 0.00% | +84 | New |
| MCF Advisors LLC | 85 | $3.92K | 0.00% | 00.0% | Unchanged |
| Natixis | 86 | $3.97K | 0.00% | −35,323−99.8% | Reduced |
| Sunbelt Securities, Inc. | 92 | $4.25K | 0.00% | +42+84.0% | Added |
| Brown Brothers Harriman & Co | 96 | $4.43K | 0.00% | +96 | New |
| Danske Bank A/S | 100 | $4.62K | 0.00% | −116−53.7% | Reduced |
| AllSquare Wealth Management LLC | 100 | $4.62K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 100 | $4.62K | 0.00% | +100 | New |
| Jones Financial Companies LLLP | 101 | $4.82K | 0.00% | −57−36.1% | Reduced |
| Strengthening Families & Communities, LLC | 126 | $5.81K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 160 | $7.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 172 | $7.94K | 0.00% | −22−11.3% | Reduced |
| WPG Advisers, LLC | 175 | $8.08K | 0.01% | +5+2.9% | Added |
| Parallel Advisors, LLC | 177 | $8.17K | 0.00% | −4−2.2% | Reduced |
| Independence Bank of Kentucky | 190 | $8.77K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 193 | $8.89K | 0.00% | +1+0.5% | Added |
| Valley National Advisers Inc | 202 | $9.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $9.23K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 220 | $10.2K | 0.00% | +21+10.6% | Added |
| Bartlett & Co. Wealth Management LLC | 227 | $10.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 244 | $11.2K | 0.00% | +244 | New |
| LRI Investments, LLC | 270 | $12.5K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 274 | $12.6K | 0.00% | +274 | New |
| Cornerstone Planning Group LLC | 313 | $12.8K | 0.00% | +313 | New |
| Smartleaf Asset Management LLC | 297 | $14.2K | 0.00% | +221+290.8% | Added |
| First Horizon Corp | 319 | $14.7K | 0.00% | +319 | New |
| Centerpoint Advisors, LLC | 347 | $16.0K | 0.00% | −2−0.6% | Reduced |
| Salem Investment Counselors Inc | 357 | $16.5K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 402 | $19.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 425 | $19.6K | 0.01% | −35−7.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 428 | $19.8K | 0.00% | +428 | New |
| Binnacle Investments Inc | 486 | $22.4K | 0.01% | +82+20.3% | Added |
| CBIZ Investment Advisory Services, LLC | 492 | $22.7K | 0.00% | −7−1.4% | Reduced |
| Hantz Financial Services, Inc. | 502 | $23.0K | 0.00% | +361+256.0% | Added |
| Huntington National Bank | 550 | $25.4K | 0.00% | +541+6,011.1% | Added |
| Quent Capital, LLC | 624 | $28.8K | 0.00% | +624 | New |
| Principal Securities, Inc. | 626 | $28.9K | 0.00% | +382+156.6% | Added |
| IFP Advisors, Inc | 628 | $29.0K | 0.00% | −72−10.3% | Reduced |
| Larson Financial Group LLC | 692 | $31.9K | 0.00% | +479+224.9% | Added |
| Umb Bank N A | 717 | $33.1K | 0.00% | +22+3.2% | Added |
| Rothschild Investment LLC | 754 | $34.8K | 0.00% | +749+14,980.0% | Added |
| Walleye Capital LLC | 823 | $38.0K | 0.00% | +823 | New |
| Group One Trading, L.P. | 840 | $38.8K | 0.00% | +840 | New |
| Allworth Financial LP | 856 | $39.5K | 0.00% | +407+90.6% | Added |
| Quadrant Capital Group LLC | 932 | $43.0K | 0.00% | +932 | New |
| ZRC Wealth Management, LLC | 946 | $43.7K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 943 | $44.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,000 | $46.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,035 | $47.8K | 0.01% | −128−11.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,058 | $48.8K | 0.00% | −192−15.4% | Reduced |
| STRS Ohio | 1,069 | $49.3K | 0.00% | −19,163−94.7% | Reduced |