| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $346 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $348 | 0.00% | +1 | New |
| North Capital, Inc. | 2 | $690 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $691 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $1.03K | 0.00% | +1+50.0% | Added |
| Quarry LP | 3 | $1.04K | 0.00% | −2−40.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $1.38K | 0.00% | +1+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 7 | $2.42K | 0.00% | −2−22.2% | Reduced |
| Marquette Asset Management, LLC | 7 | $2.42K | 0.00% | +7 | New |
| Picton Mahoney Asset Management | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $3.11K | 0.00% | +5+125.0% | Added |
| Financial Network Wealth Advisors LLC | 11 | $3.82K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 12 | $4.14K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 13 | $4.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $4.49K | 0.00% | +1+8.3% | Added |
| Atlantic Trust, LLC | 14 | $4.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $5.52K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 17 | $5.87K | 0.00% | +1+6.3% | Added |
| FWL Investment Management, LLC | 18 | $6.21K | 0.00% | +18 | New |
| C M Bidwell & Associates Ltd | 23 | $7.94K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 24 | $8.24K | 0.00% | +24 | New |
| Private Wealth Management Group, LLC | 26 | $8.98K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 27 | $9.32K | 0.00% | −181−87.0% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $9.67K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 29 | $10.0K | 0.00% | −24−45.3% | Reduced |
| WPG Advisers, LLC | 30 | $10.4K | 0.01% | +27+900.0% | Added |
| Tradewinds Capital Management, LLC | 33 | $11.4K | 0.00% | +33 | New |
| Hazlett, Burt & Watson, Inc. | 37 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 38 | $13.1K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 38 | $13.1K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 39 | $13.5K | 0.00% | −6−13.3% | Reduced |
| Massmutual Trust Co FSB | 39 | $13.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $13.5K | 0.00% | +34+680.0% | Added |
| Mather Group, LLC. | 40 | $13.8K | 0.00% | +40 | New |
| Hantz Financial Services, Inc. | 42 | $14.0K | 0.00% | +23+121.1% | Added |
| Rothschild Investment LLC | 41 | $14.2K | 0.00% | −10−19.6% | Reduced |
| Dakota Community Bank & Trust NA | 41 | $14.2K | 0.06% | +41 | New |
| Principal Securities, Inc. | 45 | $15.5K | 0.00% | +32+246.2% | Added |
| Caitong International Asset Management Co., Ltd | 45 | $15.5K | 0.01% | +45 | New |
| Bare Financial Services, Inc | 45 | $15.5K | 0.00% | +2+4.7% | Added |
| Rise Advisors, LLC | 49 | $16.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 52 | $18.0K | 0.01% | +47+940.0% | Added |
| Cary Street Partner Investment Advisory LLC | 57 | $19.7K | 0.01% | +57 | New |
| Hemington Wealth Management | 63 | $21.0K | 0.00% | +6+10.5% | Added |
| Accent Capital Management, LLC | 61 | $21.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 61 | $21.1K | 0.00% | +61 | New |
| Sterling Capital Management LLC | 63 | $21.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $21.8K | 0.00% | −48−43.2% | Reduced |
| Crewe Advisors LLC | 66 | $22.8K | 0.00% | +66 | New |
| Kings Path Partners LLC | 71 | $24.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 74 | $25.6K | 0.01% | −45−37.8% | Reduced |
| Root Financial Partners, LLC | 87 | $30.0K | 0.00% | +87 | New |
| Cullen/Frost Bankers, Inc. | 93 | $32.2K | 0.00% | −4−4.1% | Reduced |
| Essential Partners LLC | 98 | $33.8K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $34.5K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 109 | $37.6K | 0.02% | +71+186.8% | Added |
| Prudent Man Investment Management, Inc. | 200 | $38.7K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 122 | $42.1K | 0.00% | +122 | New |
| Umb Bank N A | 123 | $42.5K | 0.00% | +18+17.1% | Added |
| Virtus ETF Advisers LLC | 125 | $43.2K | 0.02% | +125 | New |
| EverSource Wealth Advisors, LLC | 126 | $43.5K | 0.00% | −12−8.7% | Reduced |
| Clearstead Advisors, LLC | 130 | $44.9K | 0.00% | −38−22.6% | Reduced |
| MAI Capital Management | 138 | $47.6K | 0.00% | −12−8.0% | Reduced |
| Spire Wealth Management | 142 | $49.0K | 0.00% | +142 | New |
| Global Wealth Strategies & Associates | 168 | $58.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 175 | $59.3K | 0.01% | +175 | New |
| Glass Jacobson Investment Advisors llc | 175 | $60.4K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 178 | $61.5K | 0.00% | −1,006−85.0% | Reduced |
| Ci Investments Inc. | 181 | $62.0K | 0.00% | −72−28.5% | Reduced |
| Parallel Advisors, LLC | 183 | $63.2K | 0.00% | −3−1.6% | Reduced |
| Quantbot Technologies LP | 194 | $67.0K | 0.00% | −17,401−98.9% | Reduced |
| Clear Street Markets LLC | 209 | $72.2K | 0.02% | +209 | New |
| Versant Capital Management, Inc | 222 | $76.6K | 0.01% | +8+3.7% | Added |
| Global Retirement Partners, LLC | 240 | $82.7K | 0.00% | +67+38.7% | Added |
| CoreCap Advisors, LLC | 245 | $84.6K | 0.00% | +33+15.6% | Added |
| 1620 Investment Advisors, Inc. | 249 | $86.0K | 0.06% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $86.3K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 270 | $93.2K | 0.00% | +270 | New |
| Danske Bank A/S | 300 | $103.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 300 | $103.6K | 0.00% | +258+614.3% | Added |
| New Vernon Capital Holdings II LLC | 320 | $110.5K | 0.05% | +285+814.3% | Added |
| Reyes Financial Architecture, Inc. | 331 | $114.3K | 0.08% | +331 | New |
| Leonteq Securities AG | 342 | $118.1K | 0.01% | −900−72.5% | Reduced |
| USA Financial Portformulas Corp | 371 | $128.1K | 0.02% | +371 | New |
| Harbour Investments, Inc. | 378 | $130.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 387 | $133.6K | 0.00% | +18+4.9% | Added |
| SRS Capital Advisors, Inc. | 388 | $133.9K | 0.00% | +315+431.5% | Added |
| Creative Financial Designs Inc | 515 | $177.8K | 0.01% | −16−3.0% | Reduced |
| Palisade Asset Management, LLC | 570 | $196.8K | 0.02% | +570 | New |
| Steward Partners Investment Advisory, LLC | 587 | $202.7K | 0.00% | +13+2.3% | Added |
| Schroder Investment Management Group | 587 | $204.7K | 0.00% | +587 | New |
| Ground Swell Capital, LLC | 593 | $204.7K | 0.45% | +593 | New |