| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1 | $289 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $289 | 0.00% | +1 | New |
| MidFirst Bank | 1 | $289 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $289 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $290 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $290 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $290 | 0.00% | +1 | New |
| Brown, Lisle/Cummings, Inc. | 2 | $579 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $579 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $579 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $579 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $579 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $579 | 0.00% | +2 | New |
| Alerus Financial NA | 3 | $868 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $868 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 3 | $868 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 3 | $868 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $1.02K | 0.00% | +2+200.0% | Added |
| 1015 Capital Partners, LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.16K | 0.00% | +2+100.0% | Added |
| Vermillion Wealth Management, Inc. | 4 | $1.16K | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 5 | $1.45K | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $1.45K | 0.00% | +5 | New |
| Kilter Group LLC | 6 | $1.74K | 0.00% | −1−14.3% | Reduced |
| First Horizon Corp | 6 | $1.74K | 0.00% | +2+50.0% | Added |
| Cornerstone Financial Management LLC | 6 | $1.74K | 0.00% | +2+50.0% | Added |
| SHP Wealth Management | 6 | $1.74K | 0.00% | +6 | New |
| Investors Portfolio Services LLC | 5 | $1.79K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 7 | $2.02K | 0.00% | +1+16.7% | Added |
| Burk Holdings LLC | 7 | $2.02K | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 7 | $2.03K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $2.05K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $2.31K | 0.00% | −162−95.3% | Reduced |
| Leonteq Securities AG | 8 | $2.31K | 0.00% | −52−86.7% | Reduced |
| Rakuten Securities, Inc. | 8 | $2.31K | 0.00% | +2+33.3% | Added |
| Activest Wealth Management | 8 | $2.31K | 0.00% | +8 | New |
| Clear Street Markets LLC | 9 | $2.60K | 0.00% | −351−97.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $2.89K | 0.00% | +2+25.0% | Added |
| Raleigh Capital Management Inc. | 10 | $2.89K | 0.00% | +10 | New |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $2.89K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $2.89K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $2.89K | 0.00% | +7+233.3% | Added |
| Harvest Fund Management Co., Ltd | 9 | $3.00K | 0.00% | +9 | New |
| Westside Investment Management, Inc. | 11 | $3.18K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 11 | $3.18K | 0.00% | +2+22.2% | Added |
| JNBA Financial Advisors | 11 | $3.18K | 0.00% | +11 | New |
| MV Capital Management, Inc. | 12 | $3.47K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $3.47K | 0.00% | +1+9.1% | Added |
| Dogwood Wealth Management LLC | 12 | $3.47K | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 13 | $3.76K | 0.00% | +8+160.0% | Added |
| Rossby Financial, LCC | 13 | $3.84K | 0.00% | +7+116.7% | Added |
| DT Investment Partners, LLC | 14 | $4.05K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 16 | $4.63K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 16 | $4.63K | 0.00% | +16 | New |
| Chilton Capital Management LLC | 16 | $4.63K | 0.00% | −17−51.5% | Reduced |
| IMA Wealth, Inc. | 17 | $4.92K | 0.00% | −2−10.5% | Reduced |
| United Financial Planning Group LLC | 17 | $4.92K | 0.00% | +17 | New |
| Geneos Wealth Management Inc. | 18 | $5.21K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $5.21K | 0.00% | +18 | New |
| Intentional Wealth Strategies, LLC | 18 | $5.21K | 0.00% | +18 | New |
| JPL Wealth Management, LLC | 18 | $5.21K | 0.00% | +18 | New |
| Cedar Mountain Advisors, LLC | 19 | $5.50K | 0.00% | +19 | New |
| Clark Wealth Partners | 21 | $6.08K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 21 | $6.08K | 0.00% | +21 | New |
| Golden State Equity Partners | 22 | $6.36K | 0.00% | +22 | New |
| Highline Wealth Partners LLC | 22 | $6.37K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 24 | $6.94K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $7.23K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 26 | $7.52K | 0.00% | +6+30.0% | Added |
| Sachetta, LLC | 26 | $7.52K | 0.00% | +8+44.4% | Added |
| ZRC Wealth Management, LLC | 26 | $7.52K | 0.00% | +21+420.0% | Added |
| Acumen Wealth Advisors, LLC | 27 | $7.81K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 29 | $8.00K | 0.00% | +3+11.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 32 | $9.26K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 32 | $9.26K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 32 | $9.26K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 34 | $9.84K | 0.00% | +34 | New |
| Addison Advisors LLC | 35 | $10.1K | 0.00% | +18+105.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 40 | $11.6K | 0.00% | +40 | New |
| Team Financial Group, LLC | 42 | $12.2K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 42 | $12.2K | 0.01% | +22+110.0% | Added |
| Keating Financial Advisory Services, Inc. | 42 | $12.2K | 0.00% | +32+320.0% | Added |
| Fortitude Family Office, LLC | 43 | $12.4K | 0.00% | +21+95.5% | Added |
| Private Wealth Management Group, LLC | 43 | $12.4K | 0.00% | −5−10.4% | Reduced |
| C M Bidwell & Associates Ltd | 45 | $13.0K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 45 | $13.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 47 | $13.6K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 49 | $14.2K | 0.01% | +49 | New |
| Raiffeisen Bank International AG | 52 | $14.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $15.0K | 0.00% | +6+13.0% | Added |