| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $287 | 0.00% | +1 | New |
| Trust Co | 1 | $291 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $291 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $291 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $291 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $291 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $298 | 0.00% | +1 | Added |
| Ankerstar Wealth, LLC | 2 | $582 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $582 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $583 | 0.00% | +1+100.0% | Added |
| JPL Wealth Management, LLC | 2 | $583 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $655 | 0.00% | −351−99.4% | Reduced |
| Essential Partners LLC | 3 | $874 | 0.00% | −10−76.9% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $874 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $874 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $874 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $874 | 0.00% | +1+50.0% | Added |
| Creative Capital Management Investments LLC | 3 | $874 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 3 | $874 | 0.00% | +3 | New |
| Torren Management, LLC | 3 | $880 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $885 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $1.16K | 0.00% | +4 | New |
| Ares Financial Consulting, LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $1.46K | 0.00% | +4+400.0% | Added |
| Raffa Wealth Management, LLC | 6 | $1.75K | 0.00% | −1−14.3% | Reduced |
| Farmers & Merchants Investments Inc | 7 | $2.04K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $2.62K | 0.00% | −3−25.0% | Reduced |
| Byrne Asset Management LLC | 9 | $2.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $2.62K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 9 | $2.62K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 10 | $2.91K | 0.00% | +5+100.0% | Added |
| First Horizon Corp | 11 | $3.20K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12 | $3.49K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 13 | $3.79K | 0.00% | +12+1,200.0% | Added |
| SJS Investment Consulting Inc. | 13 | $3.79K | 0.00% | +9+225.0% | Added |
| High Note Wealth, LLC | 14 | $4.08K | 0.00% | +1+7.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 14 | $4.08K | 0.00% | +14 | New |
| Action Point Financial Planning, LLC | 15 | $4.08K | 0.00% | +15 | New |
| Keating Financial Advisory Services, Inc. | 15 | $4.37K | 0.00% | −12−44.4% | Reduced |
| Manchester Capital Management LLC | 15 | $4.37K | 0.00% | −3−16.7% | Reduced |
| Fortitude Family Office, LLC | 15 | $4.37K | 0.00% | +2+15.4% | Added |
| CVA Family Office, LLC | 17 | $4.95K | 0.00% | −7−29.2% | Reduced |
| JFS Wealth Advisors, LLC | 17 | $4.95K | 0.00% | +1+6.3% | Added |
| Fulcrum Asset Management LLP | 18 | $5.36K | 0.00% | +18 | New |
| Cedar Mountain Advisors, LLC | 19 | $5.53K | 0.00% | +2+11.8% | Added |
| Minot DeBlois Advisors LLC | 19 | $5.53K | 0.00% | +19 | New |
| Danske Bank A/S | 20 | $5.82K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 23 | $6.70K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 24 | $6.88K | 0.00% | −117−83.0% | Reduced |
| Parallel Advisors, LLC | 27 | $7.86K | 0.00% | −10−27.0% | Reduced |
| Quarry LP | 30 | $8.74K | 0.00% | +24+400.0% | Added |
| Massmutual Trust Co FSB | 31 | $9.03K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 34 | $9.90K | 0.00% | −41−54.7% | Reduced |
| Clearstead Advisors, LLC | 34 | $9.90K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 36 | $10.5K | 0.00% | −8−18.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 37 | $10.8K | 0.00% | −16−30.2% | Reduced |
| Private Trust Co NA | 37 | $10.8K | 0.00% | +12+48.0% | Added |
| UMA Financial Services, Inc. | 45 | $13.1K | 0.00% | −1−2.2% | Reduced |
| Fairscale Capital, LLC | 48 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 48 | $14.0K | 0.00% | +21+77.8% | Added |
| Covestor Ltd | 48 | $14.0K | 0.01% | +5+11.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 49 | $14.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 49 | $14.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 50 | $14.6K | 0.00% | −1−2.0% | Reduced |
| Boreal Capital Management LLC | 50 | $14.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 53 | $15.4K | 0.00% | +34+178.9% | Added |
| WealthCollab, LLC | 53 | $15.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 56 | $16.3K | 0.00% | +3+5.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 57 | $16.6K | 0.00% | +57 | New |
| Deseret Mutual Benefit Administrators | 62 | $18.1K | 0.01% | +62 | New |
| Federated Hermes, Inc. | 63 | $18.3K | 0.00% | +13+26.0% | Added |
| True Wealth Design, LLC | 71 | $20.7K | 0.00% | +70+7,000.0% | Added |
| Los Angeles Capital Management LLC | 74 | $21.5K | 0.00% | +20+37.0% | Added |
| Caitong International Asset Management Co., Ltd | 87 | $25.3K | 0.00% | +87 | New |
| Wellington-Altus USA Inc. | 80 | $26.4K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 94 | $27.4K | 0.00% | +47+100.0% | Added |
| Colonial Trust Co | 100 | $29.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $29.1K | 0.00% | +31+44.9% | Added |
| Optiver Holding B.V. | 112 | $32.6K | 0.00% | +112 | New |
| Harbor Capital Advisors, Inc. | 133 | $39.0K | 0.00% | −17−11.3% | Reduced |
| Bayforest Capital Ltd | 151 | $44.0K | 0.04% | −363−70.6% | Reduced |
| Umb Bank N A | 163 | $47.5K | 0.00% | +11+7.2% | Added |
| SRS Capital Advisors, Inc. | 178 | $51.8K | 0.00% | +173+3,460.0% | Added |
| Rockefeller Capital Management L.P. | 189 | $55.1K | 0.00% | −29−13.3% | Reduced |
| Nomura Asset Management Co Ltd | 210 | $61.1K | 0.00% | −163−43.7% | Reduced |
| Anchor Investment Management, LLC | 212 | $61.7K | 0.00% | +112+112.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 222 | $64.6K | 0.00% | −55−19.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 237 | $69.0K | 0.01% | −308−56.5% | Reduced |
| Sterling Capital Management LLC | 238 | $69.3K | 0.00% | −14−5.6% | Reduced |