| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Ancora Advisors, LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1 | $176 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $278 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $306 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $306 | 0.00% | +1+100.0% | Added |
| Rakuten Securities, Inc. | 2 | $306 | 0.00% | +1+100.0% | Added |
| American Capital Advisory, LLC | 2 | $306 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $306 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $458 | 0.00% | +3 | New |
| Rise Advisors, LLC | 3 | $459 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $459 | 0.00% | +3 | New |
| Cranbrook Wealth Management, LLC | 4 | $612 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $612 | 0.00% | +3+300.0% | Added |
| Osterweis Capital Management Inc | 5 | $765 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 6 | $918 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 8 | $1.22K | 0.00% | +8 | New |
| TFC Financial Management | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 9 | $1.38K | 0.00% | +9 | New |
| Parvin Asset Management, LLC | 9 | $1.38K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.53K | 0.00% | +1+11.1% | Added |
| Raffa Wealth Management, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.84K | 0.00% | −1−7.7% | Reduced |
| GW&K Investment Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $2.14K | 0.00% | −1−6.7% | Reduced |
| Abound Wealth Management | 16 | $2.45K | 0.00% | −7−30.4% | Reduced |
| Stonebridge Financial Group, LLC | 17 | $2.60K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 17 | $2.60K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 17 | $2.60K | 0.00% | +17 | New |
| Boyd Watterson Asset Management LLC | 18 | $2.75K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 18 | $2.75K | 0.01% | +18 | New |
| Aspect Partners, LLC | 19 | $2.91K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8 | $2.91K | 0.00% | −11−57.9% | Reduced |
| Global Financial Private Client, LLC | 19 | $2.91K | 0.00% | +14+280.0% | Added |
| SJS Investment Consulting Inc. | 19 | $2.91K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 19 | $2.91K | 0.00% | +19 | New |
| Red Tortoise LLC | 23 | $3.52K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $3.82K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $4.00K | 0.00% | +27 | New |
| FNY Investment Advisers, LLC | 29 | $4.00K | 0.00% | +29 | New |
| Brown Brothers Harriman & Co | 30 | $4.59K | 0.00% | +30 | New |
| CKW Financial Group | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 33 | $5.05K | 0.00% | −5−13.2% | Reduced |
| WPG Advisers, LLC | 36 | $5.51K | 0.01% | +26+260.0% | Added |
| MV Capital Management, Inc. | 37 | $5.66K | 0.00% | −1−2.6% | Reduced |
| Atlantic Trust, LLC | 38 | $5.81K | 0.00% | +38 | New |
| Hughes Financial Services, LLC | 39 | $5.92K | 0.00% | +39 | New |
| UMA Financial Services, Inc. | 40 | $6.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $6.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $6.58K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 44 | $6.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 46 | $7.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 46 | $7.04K | 0.00% | +46 | New |
| Prestige Wealth Management Group LLC | 48 | $7.34K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 48 | $7.34K | 0.00% | +11+29.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 48 | $7.34K | 0.01% | +48 | New |
| GPS Wealth Strategies Group, LLC | 50 | $7.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $7.80K | 0.00% | +2+4.1% | Added |
| Anfield Capital Management, LLC | 54 | $8.26K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 58 | $8.87K | 0.00% | −1−1.7% | Reduced |
| Sierra Ocean, LLC | 60 | $9.18K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 64 | $9.79K | 0.00% | −16−20.0% | Reduced |
| Alaska Permanent Fund Corp | 74 | $10.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $11.5K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 75 | $11.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $13.0K | 0.00% | +10+13.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 88 | $13.5K | 0.00% | +30+51.7% | Added |
| Strengthening Families & Communities, LLC | 94 | $14.4K | 0.01% | +94 | New |
| CVA Family Office, LLC | 98 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 99 | $15.0K | 0.01% | +99 | New |
| Godsey & Gibb Associates | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $15.3K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $15.3K | 0.01% | +100 | New |
| Motco | 105 | $16.1K | 0.00% | +105 | New |
| Johnson Financial Group, Inc. | 107 | $16.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 109 | $16.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 110 | $16.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 124 | $17.3K | 0.00% | −3−2.4% | Reduced |
| Hemington Wealth Management | 122 | $18.0K | 0.00% | +10+8.9% | Added |
| Fortitude Family Office, LLC | 128 | $19.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 138 | $21.1K | 0.00% | +106+331.3% | Added |
| Tortoise Investment Management, LLC | 150 | $22.9K | 0.00% | +50+50.0% | Added |
| Sentry Investment Management LLC | 155 | $23.0K | 0.02% | −38−19.7% | Reduced |
| Hantz Financial Services, Inc. | 156 | $24.0K | 0.00% | +156 | New |
| ORG Wealth Partners, LLC | 172 | $26.1K | 0.01% | −331−65.8% | Reduced |
| Massmutual Trust Co FSB | 185 | $28.3K | 0.00% | +31+20.1% | Added |
| Umb Bank N A | 192 | $29.4K | 0.00% | +76+65.5% | Added |
| National Pension Service | 197 | $30.1K | 0.00% | +84+74.3% | Added |
| Copia Wealth Management | 202 | $30.9K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 232 | $35.5K | 0.00% | +232 | New |
| SRS Capital Advisors, Inc. | 239 | $36.6K | 0.00% | +210+724.1% | Added |
| Principal Securities, Inc. | 299 | $44.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 300 | $46.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 302 | $46.2K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 307 | $47.0K | 0.00% | −52−14.5% | Reduced |