| Avion Wealth | 43 | $0 | 0.00% | +31+258.3% | Added |
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 1 | $22 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 3 | $65 | 0.00% | −3−50.0% | Reduced |
| TD Waterhouse Canada Inc. | 3 | $66 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $67 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 4 | $87 | 0.00% | +4 | New |
| Duncker Streett & Co Inc | 5 | $108 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $139 | 0.00% | −768−99.2% | Reduced |
| MV Capital Management, Inc. | 7 | $152 | 0.00% | +6+600.0% | Added |
| Signature Equity Partners, LLC | 8 | $173 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 9 | $195 | 0.00% | +9 | New |
| Cassaday & Co Wealth Management LLC | 9 | $195 | 0.00% | +9 | New |
| Nemes Rush Group LLC | 10 | $216 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $368 | 0.00% | +4+30.8% | Added |
| American Capital Advisory, LLC | 18 | $390 | 0.00% | +16+800.0% | Added |
| Caitlin John, LLC | 18 | $390 | 0.00% | +18 | New |
| Crewe Advisors LLC | 20 | $433 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 20 | $433 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 21 | $454 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 21 | $455 | 0.00% | +21 | New |
| Bare Financial Services, Inc | 22 | $476 | 0.00% | +22 | New |
| Tradewinds Capital Management, LLC | 24 | $520 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 24 | $520 | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 21 | $522 | 0.00% | +21 | New |
| Manchester Capital Management LLC | 25 | $541 | 0.00% | −511−95.3% | Reduced |
| Cromwell Holdings LLC | 25 | $541 | 0.00% | +5+25.0% | Added |
| Westend Capital Management, LLC | 25 | $541 | 0.00% | +25 | New |
| Curio Wealth, LLC | 26 | $563 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $650 | 0.00% | +30 | New |
| Root Financial Partners, LLC | 31 | $671 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 32 | $692 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 36 | $779 | 0.00% | −102−73.9% | Reduced |
| CVA Family Office, LLC | 37 | $801 | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 40 | $866 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 42 | $909 | 0.00% | −108−72.0% | Reduced |
| McGuire Capital Advisors Inc | 42 | $909 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 47 | $1.02K | 0.00% | −11−19.0% | Reduced |
| Salem Investment Counselors Inc | 50 | $1.08K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 53 | $1.15K | 0.00% | +53 | New |
| Kilter Group LLC | 59 | $1.28K | 0.00% | +59 | New |
| Highline Wealth Partners LLC | 65 | $1.41K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 67 | $1.45K | 0.00% | −1,892−96.6% | Reduced |
| Webster Bank, N. A. | 71 | $1.54K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $1.80K | 0.00% | −1,097−93.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $2.25K | 0.00% | −112,000−99.9% | Reduced |
| Spire Wealth Management | 105 | $2.27K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 112 | $2.42K | 0.00% | +112 | New |
| Wealth Enhancement Trust Services, Inc. | 113 | $2.45K | 0.00% | +113 | New |
| Steward Partners Investment Advisory, LLC | 125 | $2.71K | 0.00% | −637−83.6% | Reduced |
| Cedar Mountain Advisors, LLC | 150 | $3.25K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 160 | $3.46K | 0.00% | +160 | New |
| Activest Wealth Management | 170 | $3.68K | 0.00% | −132−43.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 170 | $3.87K | 0.00% | +93+120.8% | Added |
| Basecamp Wealth Advisors LLC | 181 | $3.92K | 0.00% | +168+1,292.3% | Added |
| Old Second National Bank of Aurora | 200 | $4.33K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 200 | $4.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 232 | $5.02K | 0.00% | +200+625.0% | Added |
| Front Row Advisors LLC | 250 | $5.41K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 255 | $5.52K | 0.00% | −7−2.7% | Reduced |
| City State Bank | 300 | $6.49K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 341 | $7.37K | 0.00% | +274+409.0% | Added |
| Wealth Preservation Advisors, LLC | 363 | $7.86K | 0.01% | +363 | New |
| NBC Securities, Inc. | 388 | $8.40K | 0.00% | +168+76.4% | Added |
| SJS Investment Consulting Inc. | 395 | $8.55K | 0.00% | +206+109.0% | Added |
| Rossby Financial, LCC | 439 | $9.65K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 461 | $9.98K | 0.00% | +207+81.5% | Added |
| Versant Capital Management, Inc | 466 | $10.1K | 0.00% | +443+1,926.1% | Added |
| Parkside Financial Bank & Trust | 508 | $11.0K | 0.00% | +252+98.4% | Added |
| Massmutual Trust Co FSB | 512 | $11.1K | 0.00% | +281+121.6% | Added |
| Los Angeles Capital Management LLC | 561 | $12.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 613 | $13.3K | 0.00% | +613 | New |
| Twin Peaks Wealth Advisors, LLC | 615 | $13.3K | 0.00% | +615 | New |
| Rakuten Securities, Inc. | 752 | $16.3K | 0.01% | −1,690−69.2% | Reduced |
| Close Asset Management Ltd | 800 | $17.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 777 | $17.1K | 0.00% | +319+69.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 800 | $17.3K | 0.00% | +788+6,566.7% | Added |
| Optiver Holding B.V. | 883 | $19.1K | 0.00% | +883 | New |
| Quadrant Capital Group LLC | 897 | $19.4K | 0.00% | +897 | New |
| Sterling Capital Management LLC | 999 | $21.6K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,042 | $22.5K | 0.00% | +624+149.3% | Added |
| Lodestone Wealth Management LLC | 1,267 | $27.4K | 0.01% | +319+33.6% | Added |
| Signaturefd, LLC | 1,345 | $29.1K | 0.00% | +1,130+525.6% | Added |
| Intentional Wealth Strategies, LLC | 1,575 | $34.1K | 0.03% | +1,575 | New |
| Fifth Third Bancorp | 1,603 | $34.7K | 0.00% | +1,103+220.6% | Added |
| GAMMA Investing LLC | 1,726 | $37.4K | 0.00% | +1,358+369.0% | Added |
| Nisa Investment Advisors, LLC | 1,803 | $39.0K | 0.00% | +1,803 | New |
| SBI Securities Co., Ltd. | 2,240 | $48.5K | 0.00% | −135−5.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,700 | $58.4K | 0.00% | +768+39.8% | Added |
| True Wealth Design, LLC | 2,707 | $58.6K | 0.02% | +1,386+104.9% | Added |
| SRS Capital Advisors, Inc. | 2,829 | $61.2K | 0.00% | +2,800+9,655.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,890 | $62.5K | 0.00% | −2,310−44.4% | Reduced |
| Clear Street Markets LLC | 3,000 | $64.9K | 0.03% | −26,032−89.7% | Reduced |
| PenderFund Capital Management Ltd. | 3,000 | $64.9K | 0.01% | +900+42.9% | Added |
| Covestor Ltd | 3,250 | $70.0K | 0.05% | −1,611−33.1% | Reduced |
| STRS Ohio | 3,383 | $73.2K | 0.00% | +38+1.1% | Added |
| Bryn Mawr Trust Co | 3,500 | $75.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,041 | $82.2K | 0.00% | +507+14.3% | Added |
| The PNC Financial Services Group, Inc. | 4,081 | $88.3K | 0.00% | −296−6.8% | Reduced |
| KBC Group NV | 4,345 | $94.0K | 0.00% | 00.0% | Unchanged |
