| TD Waterhouse Canada Inc. | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 276 | $10.8K | 0.00% | +176+176.0% | Added |
| Medallion Wealth Advisors, LLC | 260 | $10.1K | 0.00% | −270−50.9% | Reduced |
| AdvisorNet Financial, Inc | 224 | $8.73K | 0.00% | −3−1.3% | Reduced |
| Kentucky Trust Co | 210 | $8.18K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 209 | $8.15K | 0.00% | +117+127.2% | Added |
| National Bank of Canada | 206 | $8.02K | 0.00% | +169+456.8% | Added |
| Gables Capital Management Inc. | 200 | $7.79K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 200 | $7.79K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $7.79K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 200 | $7.79K | 0.01% | 00.0% | Unchanged |
| Zeit Capital LLC | 200 | $7.79K | 0.01% | +200 | New |
| Transamerica Financial Advisors, Inc. | 199 | $7.78K | 0.00% | −291−59.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 197 | $7.66K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 186 | $7.25K | 0.00% | +91+95.8% | Added |
| Ronald Blue Trust, Inc. | 171 | $6.66K | 0.00% | −31−15.3% | Reduced |
| Rossby Financial, LCC | 165 | $6.32K | 0.00% | +116+236.7% | Added |
| Highline Wealth Partners LLC | 162 | $6.31K | 0.00% | +162 | New |
| Birchbrook, Inc. | 160 | $6.24K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 160 | $6.24K | 0.00% | +160 | New |
| Massmutual Trust Co FSB | 153 | $5.96K | 0.00% | −149−49.3% | Reduced |
| Kerr Financial Planning Corp | 144 | $5.93K | 0.01% | +2+1.4% | Added |
| Sachetta, LLC | 151 | $5.88K | 0.00% | +39+34.8% | Added |
| Basecamp Wealth Advisors LLC | 149 | $5.81K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127 | $4.95K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 126 | $4.91K | 0.00% | +87+223.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 125 | $4.87K | 0.00% | +18+16.8% | Added |
| TD Capital Management LLC | 123 | $4.80K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 123 | $4.79K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 118 | $4.60K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 109 | $4.25K | 0.00% | +109 | New |
| Farmers & Merchants Investments Inc | 107 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 107 | $4.17K | 0.00% | +107 | New |
| Salomon & Ludwin, LLC | 108 | $4.02K | 0.00% | −311−74.2% | Reduced |
| Bare Financial Services, Inc | 101 | $3.94K | 0.00% | +86+573.3% | Added |
| Danske Bank A/S | 100 | $3.90K | 0.00% | −400−80.0% | Reduced |
| Sunbelt Securities, Inc. | 100 | $3.90K | 0.00% | −3−2.9% | Reduced |
| North Star Investment Management Corp. | 100 | $3.90K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $3.90K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 92 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $3.51K | 0.00% | −10−10.0% | Reduced |
| International Assets Investment Management, LLC | 90 | $3.44K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $3.12K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 76 | $2.96K | 0.00% | +75+7,500.0% | Added |
| JFS Wealth Advisors, LLC | 75 | $2.92K | 0.00% | +27+56.3% | Added |
| Zions Bancorporation, National Association | 67 | $2.61K | 0.00% | +67 | New |
| Twin Lakes Capital Management, LLC | 66 | $2.58K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 65 | $2.53K | 0.00% | −6−8.5% | Reduced |
| Manchester Capital Management LLC | 63 | $2.46K | 0.00% | −27−30.0% | Reduced |
| Red Tortoise LLC | 62 | $2.42K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 60 | $2.34K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 59 | $2.30K | 0.00% | −699−92.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 54 | $2.10K | 0.00% | +54 | New |
| Hughes Financial Services, LLC | 50 | $1.95K | 0.00% | −9−15.3% | Reduced |
| Bayban | 49 | $1.91K | 0.00% | +49 | New |
| Cullen/Frost Bankers, Inc. | 46 | $1.81K | 0.00% | −84−64.6% | Reduced |
| Heritage Wealth Advisors | 45 | $1.75K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $1.72K | 0.00% | −61−58.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 43 | $1.68K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 42 | $1.64K | 0.00% | +42 | New |
| Private Trust Co NA | 39 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 37 | $1.44K | 0.00% | +13+54.2% | Added |
| Ares Financial Consulting, LLC | 35 | $1.35K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 34 | $1.32K | 0.00% | +6+21.4% | Added |
| DiNuzzo Private Wealth, Inc. | 30 | $1.17K | 0.00% | +14+87.5% | Added |
| Glen Eagle Advisors, LLC | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $1.13K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27 | $1.05K | 0.00% | −277−91.1% | Reduced |
| JNBA Financial Advisors | 25 | $975 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $935 | 0.00% | +18+300.0% | Added |
| CoreCap Advisors, LLC | 22 | $873 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 22 | $857 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $819 | 0.00% | +13+162.5% | Added |
| Bay Harbor Wealth Management, LLC | 21 | $818 | 0.00% | +15+250.0% | Added |
| Raffa Wealth Management, LLC | 20 | $779 | 0.00% | +2+11.1% | Added |
| Prestige Wealth Management Group LLC | 18 | $702 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 15 | $585 | 0.00% | +13+650.0% | Added |
| Rialto Wealth Management, LLC | 13 | $507 | 0.00% | +8+160.0% | Added |
| Whipplewood Advisors, LLC | 13 | $507 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 12 | $468 | 0.00% | −1,015−98.8% | Reduced |
| Addison Advisors LLC | 10 | $390 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 10 | $390 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $390 | 0.00% | +4+66.7% | Added |
| Albion Financial Group | 10 | $390 | 0.00% | +10 | New |
| Vermillion Wealth Management, Inc. | 10 | $390 | 0.00% | +10 | New |
| Arlington Trust Co LLC | 10 | $390 | 0.00% | +10 | New |
| Sunrise Financial Services, LLC | 9 | $351 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $311 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $273 | 0.00% | +5+250.0% | Added |
| Distillate Capital Partners LLC | 4 | $156 | 0.00% | +4 | New |
| South State Corp. | 3 | $117 | 0.00% | −50−94.3% | Reduced |
| Ameriflex Group, Inc. | 3 | $117 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $104 | 0.00% | −1−33.3% | Reduced |
| Curio Wealth, LLC | 2 | $78 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 0 | $14 | 0.00% | −908−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Bamco Inc | 0 | $0 | 0.00% | −773,799−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −625,739−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −447,062−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −285,000−100.0% | Sold out |
