| Raleigh Capital Management Inc. | 0 | $38 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $128 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $128 | 0.00% | +1 | New |
| Salomon & Ludwin, LLC | 2 | $246 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 3 | $381 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $382 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $382 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $636 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $762 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $889 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| CVA Family Office, LLC | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.02K | 0.00% | +3+60.0% | Added |
| Principia Wealth Advisory, LLC | 9 | $1.14K | 0.00% | +4+80.0% | Added |
| Guerra Advisors Inc | 9 | $1.14K | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $1.27K | 0.00% | +3+42.9% | Added |
| UMA Financial Services, Inc. | 10 | $1.27K | 0.00% | −27−73.0% | Reduced |
| South State Corp. | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $1.37K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $1.78K | 0.00% | +4+40.0% | Added |
| Cromwell Holdings LLC | 15 | $1.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 16 | $2.03K | 0.00% | +10+166.7% | Added |
| High Note Wealth, LLC | 19 | $2.41K | 0.00% | +19 | New |
| Leonteq Securities AG | 22 | $2.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.80K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 23 | $2.92K | 0.00% | +23 | New |
| Harvest Fund Management Co., Ltd | 23 | $3.00K | 0.00% | −2,891−99.2% | Reduced |
| Rialto Wealth Management, LLC | 24 | $3.05K | 0.00% | +2+9.1% | Added |
| S&T Bank | 25 | $3.18K | 0.00% | +25 | New |
| Trust Co of Vermont | 26 | $3.30K | 0.00% | +26 | New |
| Fortitude Family Office, LLC | 31 | $3.94K | 0.00% | −4−11.4% | Reduced |
| Sunbelt Securities, Inc. | 31 | $3.94K | 0.00% | +31 | New |
| Aventura Private Wealth, LLC | 32 | $4.07K | 0.00% | +32 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $4.70K | 0.00% | −85−69.7% | Reduced |
| Central Trust Co | 37 | $4.70K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $5.00K | 0.00% | +13+41.9% | Added |
| Whittier Trust Co of Nevada Inc | 42 | $5.18K | 0.00% | −2−4.5% | Reduced |
| Prestige Wealth Management Group LLC | 42 | $5.33K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 42 | $5.33K | 0.00% | +42 | New |
| Highline Wealth Partners LLC | 47 | $5.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $6.22K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 53 | $6.73K | 0.00% | −14−20.9% | Reduced |
| MAI Capital Management | 57 | $7.26K | 0.00% | −25−30.5% | Reduced |
| Huntington National Bank | 62 | $7.87K | 0.00% | +11+21.6% | Added |
| Creekmur Asset Management LLC | 65 | $8.26K | 0.00% | −2−3.0% | Reduced |
| Armstrong Advisory Group, Inc | 65 | $8.26K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 66 | $8.36K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 66 | $8.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $8.38K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 69 | $8.76K | 0.01% | +17+32.7% | Added |
| Atlantic Trust, LLC | 69 | $8.77K | 0.00% | −8−10.4% | Reduced |
| Golden State Wealth Management, LLC | 71 | $9.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 111 | $14.1K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 114 | $14.5K | 0.00% | +110+2,750.0% | Added |
| Larson Financial Group LLC | 114 | $14.5K | 0.00% | +102+850.0% | Added |
| Transamerica Financial Advisors, Inc. | 120 | $15.1K | 0.00% | +120 | New |
| Northwestern Mutual Wealth Management Co | 124 | $15.8K | 0.00% | −79−38.9% | Reduced |
| Optiver Holding B.V. | 126 | $16.0K | 0.00% | −25−16.6% | Reduced |
| Rosenberg Matthew Hamilton | 140 | $17.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 148 | $18.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $19.1K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 170 | $21.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 173 | $21.9K | 0.01% | +1+0.6% | Added |
| True Wealth Design, LLC | 174 | $22.1K | 0.01% | +35+25.2% | Added |
| Private Trust Co NA | 177 | $22.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 180 | $23.0K | 0.01% | −1−0.6% | Reduced |
| WPG Advisers, LLC | 187 | $23.8K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 187 | $23.8K | 0.01% | +187 | New |
| Hemington Wealth Management | 189 | $24.0K | 0.00% | +4+2.2% | Added |
| Citizens National Bank Trust Department | 205 | $25.8K | 0.00% | +205 | New |
| WealthCollab, LLC | 217 | $27.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 234 | $29.7K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 245 | $31.2K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 251 | $31.9K | 0.02% | −1,239−83.2% | Reduced |
| First Horizon Corp | 270 | $34.3K | 0.00% | +270 | New |
| Westside Investment Management, Inc. | 279 | $34.9K | 0.01% | +101+56.7% | Added |
| Strengthening Families & Communities, LLC | 298 | $37.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 299 | $38.0K | 0.00% | +140+88.1% | Added |
| Root Financial Partners, LLC | 307 | $39.0K | 0.00% | +307 | New |
| Brown Brothers Harriman & Co | 320 | $40.6K | 0.00% | +78+32.2% | Added |
| Massmutual Trust Co FSB | 352 | $44.7K | 0.00% | −52−12.9% | Reduced |
| Wealthspire Advisors, LLC | 353 | $44.8K | 0.00% | +353 | New |
| Binnacle Investments Inc | 363 | $46.1K | 0.03% | +41+12.7% | Added |
| Caitong International Asset Management Co., Ltd | 363 | $46.1K | 0.03% | +362+36,200.0% | Added |
| Whittier Trust Co | 405 | $49.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 410 | $52.1K | 0.00% | +8+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 418 | $53.1K | 0.01% | −7−1.6% | Reduced |
| Point72 Asset Management, L.P. | 420 | $53.3K | 0.00% | +420 | New |
| Covestor Ltd | 434 | $55.0K | 0.03% | −247−36.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 439 | $55.7K | 0.00% | +30+7.3% | Added |
| Global Retirement Partners, LLC | 449 | $57.0K | 0.00% | +84+23.0% | Added |
| Park Place Capital Corp | 496 | $63.0K | 0.01% | −100−16.8% | Reduced |
| Tompkins Financial Corp | 500 | $63.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 501 | $63.6K | 0.00% | +23+4.8% | Added |
