| Raleigh Capital Management Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $123 | 0.00% | −719−99.9% | Reduced |
| TFC Financial Management | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $368 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $368 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 4 | $491 | 0.00% | +1+33.3% | Added |
| Ameritas Advisory Services, LLC | 4 | $491 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $491 | 0.00% | +4 | New |
| Kestra Investment Management, LLC | 6 | $608 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $613 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $613 | 0.00% | +2+66.7% | Added |
| Parkworth Wealth Management, Inc. | 6 | $736 | 0.00% | +2+50.0% | Added |
| HFM Investment Advisors, LLC | 6 | $736 | 0.00% | +3+100.0% | Added |
| Spire Wealth Management | 6 | $747 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 7 | $858 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $858 | 0.00% | +7 | New |
| CVA Family Office, LLC | 8 | $981 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $1.23K | 0.00% | −56−84.8% | Reduced |
| Bell Investment Advisors, Inc | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $1.23K | 0.00% | +5+100.0% | Added |
| Glen Eagle Advisors, LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $1.32K | 0.00% | +11 | New |
| Sierra Ocean, LLC | 11 | $1.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.47K | 0.00% | −7−36.8% | Reduced |
| Larson Financial Group LLC | 12 | $1.47K | 0.00% | +12 | New |
| Bogart Wealth, LLC | 14 | $1.72K | 0.00% | +14 | New |
| Cromwell Holdings LLC | 15 | $1.84K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $2.21K | 0.00% | +18 | New |
| Cullen/Frost Bankers, Inc. | 18 | $2.22K | 0.00% | −12−40.0% | Reduced |
| Leonteq Securities AG | 22 | $2.70K | 0.00% | −11−33.3% | Reduced |
| Rialto Wealth Management, LLC | 22 | $2.70K | 0.00% | +9+69.2% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $2.82K | 0.00% | +1+4.5% | Added |
| Avion Wealth | 31 | $3.00K | 0.00% | +2+6.9% | Added |
| Capital A Wealth Management, LLC | 64 | $4.27K | 0.05% | +64 | New |
| Fortitude Family Office, LLC | 35 | $4.29K | 0.00% | +35 | New |
| Central Trust Co | 37 | $4.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 37 | $4.54K | 0.00% | +27+270.0% | Added |
| Prestige Wealth Management Group LLC | 42 | $5.15K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 44 | $5.39K | 0.00% | −2−4.3% | Reduced |
| Highline Wealth Partners LLC | 47 | $5.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $6.01K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 51 | $6.25K | 0.00% | +4+8.5% | Added |
| Quest 10 Wealth Builders, Inc. | 52 | $6.38K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 62 | $7.07K | 0.00% | −49−44.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 62 | $7.36K | 0.00% | +62 | New |
| Armstrong Advisory Group, Inc | 65 | $7.97K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 66 | $8.06K | 0.00% | +66 | New |
| JFS Wealth Advisors, LLC | 66 | $8.09K | 0.00% | −4−5.7% | Reduced |
| Delta Asset Management LLC | 66 | $8.09K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 67 | $8.22K | 0.00% | −8−10.7% | Reduced |
| Creekmur Asset Management LLC | 67 | $8.22K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 71 | $8.71K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 77 | $9.44K | 0.00% | +8+11.6% | Added |
| NewSquare Capital LLC | 79 | $9.69K | 0.00% | +73+1,216.7% | Added |
| MAI Capital Management | 82 | $10.1K | 0.00% | −134−62.0% | Reduced |
| Farmers & Merchants Investments Inc | 88 | $10.8K | 0.00% | +14+18.9% | Added |
| Whipplewood Advisors, LLC | 99 | $12.1K | 0.01% | +77+350.0% | Added |
| Hollencrest Capital Management | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 111 | $13.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 122 | $15.0K | 0.01% | +122 | New |
| True Wealth Design, LLC | 139 | $17.0K | 0.01% | +3+2.2% | Added |
| Rosenberg Matthew Hamilton | 140 | $17.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 148 | $18.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $18.4K | 0.00% | −54−26.5% | Reduced |
| Optiver Holding B.V. | 151 | $18.5K | 0.00% | +35+30.2% | Added |
| Assetmark, Inc | 159 | $19.5K | 0.00% | +88+123.9% | Added |
| Pin Oak Investment Advisors Inc | 200 | $20.0K | 0.02% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 170 | $20.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 170 | $20.8K | 0.01% | +170 | New |
| Transce3nd, LLC | 171 | $21.0K | 0.01% | −102−37.4% | Reduced |
| Rise Advisors, LLC | 172 | $21.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 178 | $21.6K | 0.00% | +101+131.2% | Added |
| Private Trust Co NA | 177 | $21.7K | 0.00% | −48−21.3% | Reduced |
| Centerpoint Advisors, LLC | 181 | $22.0K | 0.01% | −118−39.5% | Reduced |
| Hemington Wealth Management | 185 | $22.0K | 0.00% | +31+20.1% | Added |
| WPG Advisers, LLC | 187 | $22.9K | 0.02% | −80−30.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 203 | $24.9K | 0.00% | −123−37.7% | Reduced |
| Alpine Bank Wealth Management | 214 | $26.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 217 | $26.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 234 | $28.7K | 0.00% | −182−43.8% | Reduced |
| Brown Brothers Harriman & Co | 242 | $29.7K | 0.00% | +242 | New |
| Retirement Wealth Solutions LLC | 245 | $30.1K | 0.02% | −21−7.9% | Reduced |
| Strengthening Families & Communities, LLC | 298 | $36.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 306 | $37.5K | 0.00% | +37+13.8% | Added |
| Binnacle Investments Inc | 322 | $39.5K | 0.03% | +52+19.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 327 | $40.1K | 0.01% | +327 | New |
| Global Retirement Partners, LLC | 365 | $44.8K | 0.00% | +365 | New |
| CIBC Private Wealth Group, LLC | 402 | $49.3K | 0.00% | −325−44.7% | Reduced |
| Massmutual Trust Co FSB | 404 | $49.5K | 0.00% | +23+6.0% | Added |
| Whittier Trust Co | 405 | $49.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 409 | $50.1K | 0.00% | −42−9.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 425 | $52.1K | 0.01% | +225+112.5% | Added |
| Essential Partners LLC | 425 | $52.1K | 0.02% | +425 | New |
| Employees Retirement System of Texas | 465 | $57.0K | 0.00% | +465 | New |
| Parkside Financial Bank & Trust | 478 | $58.6K | 0.01% | +307+179.5% | Added |
| Tompkins Financial Corp | 500 | $61.3K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 510 | $63.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 550 | $67.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 561 | $68.8K | 0.00% | +331+143.9% | Added |
