| Avion Wealth | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1 | $1.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $1.68K | 0.00% | −2−66.7% | Reduced |
| Delos Wealth Advisors, LLC | 1 | $1.68K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $1.68K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1 | $1.68K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1 | $1.68K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $1.68K | 0.00% | +1 | New |
| Natixis | 1 | $1.68K | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $1.70K | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $1.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $3.37K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2 | $3.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $3.37K | 0.00% | +1+100.0% | Added |
| Brown Brothers Harriman & Co | 2 | $3.37K | 0.00% | +2 | New |
| Rothschild Investment LLC | 2 | $3.37K | 0.00% | +2 | New |
| Family Firm, Inc. | 2 | $3.37K | 0.00% | +2 | New |
| Legend Financial Advisors, Inc. | 2 | $3.37K | 0.00% | +2 | New |
| Albion Financial Group | 2 | $3.37K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2 | $3.37K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2 | $3.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $3.37K | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 2 | $3.37K | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $4.26K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3 | $5.05K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3 | $5.05K | 0.00% | −257−98.8% | Reduced |
| Bokf, NA | 3 | $5.05K | 0.00% | −28−90.3% | Reduced |
| Pinnacle Bancorp, Inc. | 3 | $5.05K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $5.05K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $5.05K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $5.05K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3 | $5.05K | 0.00% | +3 | New |
| Westend Capital Management, LLC | 3 | $5.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4 | $6.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $6.74K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $8.42K | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 5 | $8.42K | 0.01% | +1+25.0% | Added |
| Harbor Investment Advisory, LLC | 6 | $10.1K | 0.00% | −4−40.0% | Reduced |
| Larson Financial Group LLC | 6 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $10.1K | 0.01% | +4+200.0% | Added |
| Ashton Thomas Private Wealth, LLC | 6 | $10.1K | 0.00% | +6 | New |
| Global Wealth Strategies & Associates | 7 | $11.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7 | $11.8K | 0.00% | +7 | New |
| Atlas Capital Advisors LLC | 8 | $13.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $13.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $13.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8 | $13.5K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 9 | $15.0K | 0.00% | +9 | New |
| Oliver Lagore Vanvalin Investment Group | 9 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $15.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $16.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $16.8K | 0.01% | −13−56.5% | Reduced |
| JJJ Advisors Inc. | 10 | $16.8K | 0.00% | −1−9.1% | Reduced |
| Allworth Financial LP | 10 | $18.3K | 0.00% | +1+11.1% | Added |
| Global Retirement Partners, LLC | 11 | $18.5K | 0.00% | +3+37.5% | Added |
| Versant Capital Management, Inc | 12 | $20.2K | 0.01% | +1+9.1% | Added |
| Huntington National Bank | 13 | $21.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13 | $21.9K | 0.00% | +13 | New |
| PFS Partners, LLC | 13 | $22.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $23.6K | 0.00% | +11+366.7% | Added |
| Live Oak Investment Partners | – | $23.6K | 0.02% | – | New |
| Parkside Financial Bank & Trust | 14 | $23.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 15 | $25.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 16 | $26.2K | 0.00% | −3−15.8% | Reduced |
| Carolinas Wealth Consulting LLC | 17 | $27.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 19 | $32.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $32.0K | 0.00% | +2+11.8% | Added |
| V-Square Quantitative Management LLC | 21 | $35.4K | 0.01% | +21 | New |
| Smartleaf Asset Management LLC | 26 | $43.7K | 0.01% | −115−81.6% | Reduced |
| Fifth Third Bancorp | 26 | $43.8K | 0.00% | −5−16.1% | Reduced |
| Proequities, Inc. | 27 | $45.5K | 0.00% | −14−34.1% | Reduced |
| GAMMA Investing LLC | 27 | $45.5K | 0.01% | +5+22.7% | Added |
| SRS Capital Advisors, Inc. | 27 | $45.5K | 0.00% | +27 | New |
| EntryPoint Capital, LLC | 28 | $47.1K | 0.02% | +26+1,300.0% | Added |
| Walleye Capital LLC | 30 | $50.5K | 0.00% | −101−77.1% | Reduced |
| Riverview Trust Co | 30 | $50.5K | 0.05% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $52.2K | 0.00% | +31 | New |
| Ci Investments Inc. | 35 | $59.0K | 0.00% | −99−73.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 38 | $63.8K | 0.00% | +38 | New |
| Newbridge Financial Services Group, Inc. | 39 | $65.7K | 0.02% | −20−33.9% | Reduced |
| Geneos Wealth Management Inc. | 40 | $67.5K | 0.00% | +35+700.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 45 | $76.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 45 | $76.4K | 0.00% | +11+32.4% | Added |
| AlphaCentric Advisors LLC | 47 | $79.1K | 0.06% | +1+2.2% | Added |
| Accent Capital Management, LLC | 50 | $84.2K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $96.0K | 0.00% | −11−16.2% | Reduced |
| State of Wyoming | 59 | $99.3K | 0.02% | +6+11.3% | Added |
| Ronald Blue Trust, Inc. | 66 | $107.9K | 0.00% | +36+120.0% | Added |
| National Bank of Canada | 73 | $123.9K | 0.00% | +11+17.7% | Added |
| Quarry LP | 75 | $126.3K | 0.05% | +75 | New |
| Northwestern Mutual Wealth Management Co | 76 | $128.0K | 0.00% | −10−11.6% | Reduced |
| EverSource Wealth Advisors, LLC | 63 | $131.5K | 0.01% | −4−6.0% | Reduced |
| Parallel Advisors, LLC | 79 | $133.1K | 0.00% | +3+3.9% | Added |
| GeoWealth Management, LLC | 80 | $134.7K | 0.01% | +15+23.1% | Added |
| Toth Financial Advisory Corp | 84 | $141.4K | 0.02% | +15+21.7% | Added |
| Corebridge Financial, Inc. | 92 | $154.9K | 0.00% | +92 | New |
| Steward Partners Investment Advisory, LLC | 94 | $158.9K | 0.00% | +26+38.2% | Added |
| Principal Securities, Inc. | 108 | $181.8K | 0.01% | −49−31.2% | Reduced |
