| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Assetmark, Inc | 1 | $79 | 0.00% | −5,647−100.0% | Reduced |
| LRI Investments, LLC | 1 | $79 | 0.00% | −9−90.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $79 | 0.00% | −3−75.0% | Reduced |
| DecisionPoint Financial, LLC | 1 | $86 | 0.00% | −1−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 2 | $159 | 0.00% | −13−86.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $159 | 0.00% | −1−33.3% | Reduced |
| American Capital Advisory, LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $238 | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $238 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 3 | $239 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $317 | 0.00% | −8−66.7% | Reduced |
| Eastern Bank | 4 | $317 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $317 | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $318 | 0.00% | −2−33.3% | Reduced |
| Synergy Investment Management, LLC | 3 | $321 | 0.00% | +3 | New |
| Anchor Bay Capital, Inc. | 4 | $390 | 0.00% | +4 | New |
| NBT Bank N A | 5 | $397 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 5 | $397 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 5 | $397 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $397 | 0.00% | +4+400.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 5 | $397 | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 5 | $397 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 7 | $555 | 0.00% | −9−56.3% | Reduced |
| Kingdom Financial Group LLC. | 7 | $555 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $555 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 7 | $555 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $556 | 0.00% | −8−53.3% | Reduced |
| Allied Private Wealth LLC | 7 | $601 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $635 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9 | $714 | 0.00% | −957−99.1% | Reduced |
| Purpose Unlimited Inc. | 10 | $793 | 0.00% | −10−50.0% | Reduced |
| Blume Capital Management, Inc. | 10 | $794 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10 | $800 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 11 | $873 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 11 | $873 | 0.00% | +11 | New |
| Bare Financial Services, Inc | 12 | $952 | 0.00% | +8+200.0% | Added |
| Activest Wealth Management | 12 | $952 | 0.00% | +12 | New |
| Action Point Financial Planning, LLC | 13 | $952 | 0.00% | +13 | New |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | −81−92.0% | Reduced |
| TD Private Client Wealth LLC | 13 | $1.03K | 0.00% | −42−76.4% | Reduced |
| Cornerstone Financial Management LLC | 13 | $1.03K | 0.00% | +9+225.0% | Added |
| Whittier Trust Co of Nevada Inc | 12 | $1.07K | 0.00% | −30−71.4% | Reduced |
| Creative Financial Designs Inc | 14 | $1.11K | 0.00% | −14−50.0% | Reduced |
| Owl Creek Wealth Partners LLC | 15 | $1.19K | 0.00% | −15−50.0% | Reduced |
| MV Capital Management, Inc. | 16 | $1.27K | 0.00% | +4+33.3% | Added |
| Cromwell Holdings LLC | 17 | $1.35K | 0.00% | −111−86.7% | Reduced |
| William B. Walkup & Associates, Inc. | 18 | $1.43K | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 18 | $1.43K | 0.00% | +18 | New |
| GoalVest Advisory LLC | 19 | $1.51K | 0.00% | +19 | New |
| 1620 Investment Advisors, Inc. | 20 | $1.59K | 0.00% | −796−97.5% | Reduced |
| MCF Advisors LLC | 24 | $1.91K | 0.00% | +7+41.2% | Added |
| South State Corp. | 31 | $2.46K | 0.00% | +31 | New |
| JPL Wealth Management, LLC | 31 | $2.46K | 0.00% | +31 | New |
| Fulcrum Asset Management LLP | 31 | $2.48K | 0.00% | +31 | New |
| Private Trust Co NA | 35 | $2.78K | 0.00% | +8+29.6% | Added |
| Smithfield Trust Co | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $3.10K | 0.00% | −1−2.5% | Reduced |
| Signature Equity Partners, LLC | 40 | $3.17K | 0.00% | +2+5.3% | Added |
| CVA Family Office, LLC | 47 | $3.73K | 0.00% | −6−11.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 47 | $3.73K | 0.00% | +32+213.3% | Added |
| Ronald Blue Trust, Inc. | 48 | $3.81K | 0.00% | −25−34.2% | Reduced |
| WealthCollab, LLC | 48 | $3.81K | 0.00% | +48 | New |
| Strategic Wealth Partners, Ltd. | 50 | $3.97K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $3.97K | 0.00% | +40+400.0% | Added |
| Mather Group, LLC. | 54 | $4.29K | 0.00% | −220−80.3% | Reduced |
| Massmutual Trust Co FSB | 55 | $4.36K | 0.00% | −65−54.2% | Reduced |
| WPG Advisers, LLC | 62 | $4.92K | 0.00% | +27+77.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 69 | $5.47K | 0.00% | −253−78.6% | Reduced |
| CoreCap Advisors, LLC | 83 | $6.59K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 81 | $6.91K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 97 | $7.70K | 0.00% | +89+1,112.5% | Added |
| Stance Capital LLC | 100 | $7.93K | 0.00% | +100 | New |
| Cedar Mountain Advisors, LLC | 104 | $8.25K | 0.00% | −2−1.9% | Reduced |
| Parkside Financial Bank & Trust | 108 | $8.57K | 0.00% | −451−80.7% | Reduced |
| Arlington Trust Co LLC | 108 | $8.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 117 | $9.28K | 0.00% | −74−38.7% | Reduced |
| Highline Wealth Partners LLC | 117 | $9.28K | 0.00% | +54+85.7% | Added |
| Cullen/Frost Bankers, Inc. | 120 | $9.52K | 0.00% | −32−21.1% | Reduced |
| Spire Wealth Management | 121 | $9.60K | 0.00% | +8+7.1% | Added |
| NBC Securities, Inc. | 125 | $9.92K | 0.00% | −331−72.6% | Reduced |
| Rossby Financial, LCC | 125 | $9.92K | 0.00% | −19−13.2% | Reduced |
| Washington Trust Advisors, Inc. | 125 | $9.92K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 137 | $10.9K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 152 | $12.1K | 0.00% | −1,672−91.7% | Reduced |
| Atlas Capital Advisors LLC | 159 | $12.6K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 175 | $13.9K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 175 | $14.0K | 0.00% | −437−71.4% | Reduced |
| Financial Management Professionals, Inc. | 182 | $14.4K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 183 | $14.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 192 | $15.2K | 0.00% | −18−8.6% | Reduced |
| Entrust Financial LLC | 203 | $16.1K | 0.01% | +43+26.9% | Added |
| EverSource Wealth Advisors, LLC | 205 | $16.3K | 0.00% | −364−64.0% | Reduced |
| Brown Brothers Harriman & Co | 210 | $16.7K | 0.00% | −1,151−84.6% | Reduced |
| ZRC Wealth Management, LLC | 254 | $20.2K | 0.01% | +245+2,722.2% | Added |
| Princeton Global Asset Management LLC | 262 | $20.8K | 0.00% | −50−16.0% | Reduced |
| Nomura Asset Management Co Ltd | 270 | $21.4K | 0.00% | −1,698−86.3% | Reduced |
