| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1 | $82 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $163 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 3 | $246 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $246 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 4 | $327 | 0.00% | +1+33.3% | Added |
| Activest Wealth Management | 4 | $327 | 0.00% | +4 | New |
| Sachetta, LLC | 5 | $409 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $491 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $502 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $572 | 0.00% | −1−12.5% | Reduced |
| Whipplewood Advisors, LLC | 152 | $572 | 0.00% | +145+2,071.4% | Added |
| Stone House Investment Management, LLC | 7 | $572 | 0.00% | +7 | New |
| NewSquare Capital LLC | 8 | $654 | 0.00% | +8 | New |
| Private Wealth Asset Management, LLC | 9 | $735 | 0.00% | +9 | New |
| Quarry LP | 10 | $817 | 0.00% | −510−98.1% | Reduced |
| Bare Financial Services, Inc | 10 | $817 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 10 | $818 | 0.00% | +1+11.1% | Added |
| WPG Advisers, LLC | 12 | $981 | 0.00% | −6−33.3% | Reduced |
| Hemington Wealth Management | 14 | $1.00K | 0.00% | −7−33.3% | Reduced |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 18 | $1.47K | 0.00% | −8−30.8% | Reduced |
| South State Corp. | 21 | $1.72K | 0.00% | +21 | New |
| Stonebridge Financial Group, LLC | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 25 | $2.04K | 0.00% | +25 | New |
| Vermillion & White Wealth Management Group, LLC | 34 | $2.78K | 0.00% | +34 | New |
| Redwood Park Advisors LLC | 35 | $2.86K | 0.00% | +10+40.0% | Added |
| Nisa Investment Advisors, LLC | 35 | $2.86K | 0.00% | +35 | New |
| MAI Capital Management | 35 | $2.86K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 36 | $2.94K | 0.00% | +36 | New |
| Larson Financial Group LLC | 37 | $3.02K | 0.00% | +34+1,133.3% | Added |
| Private Trust Co NA | 39 | $3.19K | 0.00% | +39 | New |
| Bellevue Asset Management, LLC | 40 | $3.27K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 43 | $3.51K | 0.00% | +43 | New |
| First Horizon Advisors, Inc. | 44 | $3.60K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 51 | $4.00K | 0.00% | +51 | New |
| Main Street Group, LTD | 50 | $4.09K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 53 | $4.33K | 0.00% | +42+381.8% | Added |
| Allworth Financial LP | 55 | $4.43K | 0.00% | +15+37.5% | Added |
| Versant Capital Management, Inc | 57 | $4.66K | 0.00% | −55−49.1% | Reduced |
| Assetmark, Inc | 62 | $5.07K | 0.00% | +37+148.0% | Added |
| Bayforest Capital Ltd | 64 | $5.23K | 0.00% | −215−77.1% | Reduced |
| Quest Partners LLC | 66 | $5.39K | 0.00% | +66 | New |
| AdvisorNet Financial, Inc | 68 | $5.56K | 0.00% | +68 | New |
| Signaturefd, LLC | 74 | $6.05K | 0.00% | −4−5.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 78 | $6.37K | 0.00% | +78 | New |
| CVA Family Office, LLC | 86 | $7.03K | 0.00% | +6+7.5% | Added |
| Atala Financial Inc | 100 | $8.17K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 106 | $8.66K | 0.00% | −2,166−95.3% | Reduced |
| Washington Trust Advisors, Inc. | 107 | $8.74K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 113 | $9.23K | 0.00% | −146−56.4% | Reduced |
| Ci Investments Inc. | 123 | $10.0K | 0.00% | −72−36.9% | Reduced |
| Chesapeake Asset Management LLC | 126 | $10.3K | 0.01% | +126 | New |
| Smartleaf Asset Management LLC | 144 | $12.2K | 0.00% | +11+8.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 150 | $12.2K | 0.00% | −2−1.3% | Reduced |
| Geneos Wealth Management Inc. | 152 | $12.4K | 0.00% | +119+360.6% | Added |
| Rise Advisors, LLC | 153 | $12.5K | 0.01% | +153 | New |
| Massmutual Trust Co FSB | 158 | $12.9K | 0.00% | +119+305.1% | Added |
| Heritage Wealth Advisors | 167 | $13.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 177 | $14.8K | 0.00% | +59+50.0% | Added |
| Sterling Capital Management LLC | 205 | $16.8K | 0.00% | −785−79.3% | Reduced |
| Lindbrook Capital, LLC | 215 | $17.6K | 0.00% | −15−6.5% | Reduced |
| TD Waterhouse Canada Inc. | 216 | $18.1K | 0.00% | −3,097−93.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 230 | $18.8K | 0.00% | −95−29.2% | Reduced |
| Heck Capital Advisors, LLC | 248 | $20.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 266 | $21.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 320 | $26.1K | 0.01% | +320 | New |
| Skopos Labs, Inc. | 325 | $26.6K | 0.01% | +93+40.1% | Added |
| Toth Financial Advisory Corp | 360 | $29.4K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 361 | $29.5K | 0.00% | +361 | New |
| Riverview Trust Co | 366 | $29.9K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 377 | $30.8K | 0.00% | +103+37.6% | Added |
| Smithfield Trust Co | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 393 | $32.1K | 0.00% | +393 | New |
| Berbice Capital Management LLC | 400 | $32.7K | 0.03% | −100−20.0% | Reduced |
| Valley National Advisers Inc | 425 | $34.0K | 0.01% | +125+41.7% | Added |
| Advisors Asset Management, Inc. | 434 | $35.5K | 0.00% | +217+100.0% | Added |
| Huntington National Bank | 452 | $36.9K | 0.00% | +385+574.6% | Added |
| Quantbot Technologies LP | 457 | $37.3K | 0.00% | +457 | New |
| Bank of Jackson Hole Trust | 400 | $39.5K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $40.9K | 0.03% | +500 | New |
| Principal Securities, Inc. | 406 | $42.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 530 | $43.3K | 0.00% | −6,040−91.9% | Reduced |
| Quadrant Capital Group LLC | 530 | $43.3K | 0.00% | +385+265.5% | Added |
| Riggs Asset Managment Co. Inc. | 532 | $43.5K | 0.01% | +127+31.4% | Added |
| Umb Bank N A | 534 | $43.6K | 0.00% | +255+91.4% | Added |
| Financial Management Professionals, Inc. | 575 | $47.0K | 0.01% | −49−7.9% | Reduced |
| Y.D. More Investments Ltd | 488 | $47.6K | 0.00% | +3+0.6% | Added |
| Parkside Financial Bank & Trust | 728 | $59.5K | 0.01% | +147+25.3% | Added |
| GAMMA Investing LLC | 750 | $61.3K | 0.00% | +199+36.1% | Added |
| Ostrum Asset Management | 760 | $62.1K | 0.00% | −1,584−67.6% | Reduced |
| Vega Investment Solutions | 760 | $62.1K | 0.01% | +760 | New |
| Summer Road LLC | 750 | $63.4K | 0.06% | +750 | New |
| Spire Wealth Management | 1,012 | $82.7K | 0.00% | +196+24.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,024 | $83.7K | 0.00% | +698+214.1% | Added |
| Truvestments Capital LLC | 1,082 | $88.4K | 0.02% | −2,885−72.7% | Reduced |
