| Avion Wealth | 5 | $0 | 0.00% | −4−44.4% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 1 | $104 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $104 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $209 | 0.00% | −1−33.3% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $209 | 0.00% | +1+100.0% | Added |
| IMA Wealth, Inc. | 2 | $209 | 0.00% | +2 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $209 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $217 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $312 | 0.00% | +1+50.0% | Added |
| Highline Wealth Partners LLC | 3 | $313 | 0.00% | −5−62.5% | Reduced |
| HFM Investment Advisors, LLC | 3 | $313 | 0.00% | +1+50.0% | Added |
| MV Capital Management, Inc. | 3 | $313 | 0.00% | +2+200.0% | Added |
| Quaker Wealth Management, LLC | 3 | $313 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $313 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $417 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $521 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 5 | $521 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $545 | 0.00% | +5 | New |
| Sachetta, LLC | 6 | $626 | 0.00% | −8−57.1% | Reduced |
| Byrne Asset Management LLC | 8 | $834 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $834 | 0.00% | +1+14.3% | Added |
| Bruce G. Allen Investments, LLC | 8 | $834 | 0.00% | +5+166.7% | Added |
| Binnacle Investments Inc | 9 | $938 | 0.00% | +4+80.0% | Added |
| Rialto Wealth Management, LLC | 9 | $939 | 0.00% | +9 | New |
| CX Institutional | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.04K | 0.00% | −1−9.1% | Reduced |
| Cromwell Holdings LLC | 10 | $1.04K | 0.00% | +10 | New |
| South State Corp. | 11 | $1.15K | 0.00% | −9−45.0% | Reduced |
| CVA Family Office, LLC | 11 | $1.15K | 0.00% | +6+120.0% | Added |
| AdvisorNet Financial, Inc | 12 | $1.25K | 0.00% | +12 | New |
| Thompson Investment Management, Inc. | 13 | $1.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $1.35K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 16 | $1.67K | 0.00% | −3−15.8% | Reduced |
| Addison Advisors LLC | 19 | $1.98K | 0.00% | +19 | New |
| ORG Partners LLC | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $2.19K | 0.00% | −3−12.5% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $2.92K | 0.00% | −6−17.6% | Reduced |
| Assetmark, Inc | 32 | $3.34K | 0.00% | −3,157−99.0% | Reduced |
| SBI Securities Co., Ltd. | 32 | $3.34K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 33 | $3.44K | 0.00% | +33 | New |
| Whipplewood Advisors, LLC | 35 | $3.65K | 0.00% | −159−82.0% | Reduced |
| Farmers & Merchants Investments Inc | 42 | $4.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 50 | $5.21K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 51 | $5.32K | 0.00% | +51 | New |
| Atlantic Trust, LLC | 51 | $5.32K | 0.00% | −14−21.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59 | $6.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $6.46K | 0.00% | +44+244.4% | Added |
| WPG Advisers, LLC | 66 | $6.88K | 0.01% | −96−59.3% | Reduced |
| Bullock Wealth Management Group | 64 | $6.97K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $7.30K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 82 | $8.55K | 0.00% | +1+1.2% | Added |
| Smithfield Trust Co | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 90 | $9.00K | 0.00% | +9+11.1% | Added |
| Raffa Wealth Management, LLC | 93 | $9.70K | 0.00% | +93 | New |
| Adirondack Trust Co | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 107 | $11.2K | 0.00% | −185−63.4% | Reduced |
| Sittner & Nelson, LLC | 120 | $12.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 122 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 123 | $12.8K | 0.01% | +17+16.0% | Added |
| WealthCollab, LLC | 129 | $13.4K | 0.01% | +15+13.2% | Added |
| Darwin Advisors, LLC | 151 | $15.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 158 | $16.5K | 0.00% | +158 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 172 | $18.0K | 0.00% | +172 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 175 | $18.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 187 | $19.5K | 0.01% | −128−40.6% | Reduced |
| Clearstead Advisors, LLC | 208 | $21.7K | 0.00% | +58+38.7% | Added |
| Meeder Asset Management Inc | 210 | $21.9K | 0.00% | +152+262.1% | Added |
| MAI Capital Management | 215 | $22.4K | 0.00% | +4+1.9% | Added |
| IFP Advisors, Inc | 228 | $23.8K | 0.00% | −558−71.0% | Reduced |
| Massmutual Trust Co FSB | 234 | $24.4K | 0.00% | +140+148.9% | Added |
| Global Retirement Partners, LLC | 242 | $25.2K | 0.00% | +242 | New |
| Hantz Financial Services, Inc. | 264 | $28.0K | 0.00% | +249+1,660.0% | Added |
| Ci Investments Inc. | 274 | $29.0K | 0.00% | +15+5.8% | Added |
| Westside Investment Management, Inc. | 279 | $29.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 280 | $29.2K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 287 | $29.6K | 0.00% | +287 | New |
| Investment Research & Advisory Group, Inc. | 300 | $31.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 300 | $31.3K | 0.00% | +300 | New |
| CIBC Private Wealth Group, LLC | 301 | $31.4K | 0.00% | −528−63.7% | Reduced |
| Banque Cantonale Vaudoise | 303 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 341 | $35.6K | 0.00% | −50−12.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 376 | $39.0K | 0.00% | +376 | New |
| Jones Financial Companies LLLP | 382 | $40.5K | 0.00% | −262−40.7% | Reduced |
| Principal Securities, Inc. | 398 | $41.5K | 0.00% | +183+85.1% | Added |
| Bartlett & Co. Wealth Management LLC | 432 | $45.0K | 0.00% | −68−13.6% | Reduced |
| Point72 (DIFC) Ltd | 461 | $48.1K | 0.00% | +461 | New |
| Cullen/Frost Bankers, Inc. | 468 | $48.8K | 0.00% | +468 | New |
| Steward Partners Investment Advisory, LLC | 471 | $49.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 479 | $49.9K | 0.00% | +3+0.6% | Added |
| N.E.W. Advisory Services LLC | 500 | $52.1K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 561 | $58.0K | 0.00% | +561 | New |
| Umb Bank N A | 597 | $62.2K | 0.00% | +74+14.1% | Added |
| Huntington National Bank | 597 | $62.2K | 0.00% | +52+9.5% | Added |
| State of Wyoming | 612 | $63.8K | 0.01% | +612 | New |
| Atlas Capital Advisors LLC | 622 | $64.8K | 0.01% | −67−9.7% | Reduced |
| Larson Financial Group LLC | 646 | $67.3K | 0.00% | +556+617.8% | Added |
| Parkside Financial Bank & Trust | 654 | $68.2K | 0.01% | +476+267.4% | Added |