| Avion Wealth | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 0 | $13 | 0.00% | −115−100.0% | Reduced |
| Lazard Asset Management LLC | 1 | $283 | 0.00% | −2,250−100.0% | Reduced |
| SHP Wealth Management | 1 | $283 | 0.00% | −1−50.0% | Reduced |
| Godfrey Financial Associates, Inc. | 1 | $283 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $283 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $283 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $283 | 0.00% | +1 | New |
| TD Capital Management LLC | 2 | $566 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $567 | 0.00% | −1−33.3% | Reduced |
| Rossby Financial, LCC | 3 | $849 | 0.00% | +2+200.0% | Added |
| Chilton Capital Management LLC | 3 | $850 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.13K | 0.00% | +1+33.3% | Added |
| Cornerstone Financial Management LLC | 4 | $1.13K | 0.00% | +2+100.0% | Added |
| Prestige Wealth Management Group LLC | 4 | $1.13K | 0.00% | +3+300.0% | Added |
| Sachetta, LLC | 4 | $1.13K | 0.00% | +4 | New |
| CVA Family Office, LLC | 5 | $1.42K | 0.00% | −37−88.1% | Reduced |
| Kilter Group LLC | 5 | $1.42K | 0.00% | +2+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $1.70K | 0.00% | +3+100.0% | Added |
| Stone House Investment Management, LLC | 6 | $1.70K | 0.00% | +6 | New |
| Continuum Advisory, LLC | 6 | $1.70K | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $1.98K | 0.00% | +4+133.3% | Added |
| Creative Capital Management Investments LLC | 7 | $1.98K | 0.00% | +7 | New |
| Wealth Enhancement Trust Services, Inc. | 7 | $1.98K | 0.00% | +7 | New |
| McGuire Capital Advisors Inc | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 8 | $2.27K | 0.00% | +8 | New |
| LRI Investments, LLC | 9 | $2.55K | 0.00% | −10−52.6% | Reduced |
| Hughes Financial Services, LLC | 9 | $2.55K | 0.00% | +5+125.0% | Added |
| Dogwood Wealth Management LLC | 11 | $3.11K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $3.15K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 13 | $3.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $3.68K | 0.00% | +12+1,200.0% | Added |
| Essential Partners LLC | 14 | $3.96K | 0.00% | −84−85.7% | Reduced |
| Caitlin John, LLC | 15 | $4.25K | 0.00% | −7−31.8% | Reduced |
| Private Trust Co NA | 15 | $4.25K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $4.25K | 0.00% | +9+150.0% | Added |
| High Note Wealth, LLC | 16 | $4.53K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 16 | $4.57K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $5.95K | 0.00% | −2−8.7% | Reduced |
| WPG Advisers, LLC | 22 | $6.23K | 0.00% | −13−37.1% | Reduced |
| Clearstead Advisors, LLC | 24 | $6.80K | 0.00% | +18+300.0% | Added |
| GW&K Investment Management, LLC | 26 | $7.00K | 0.00% | +26 | New |
| Fortitude Family Office, LLC | 27 | $7.64K | 0.00% | +2+8.0% | Added |
| Private Wealth Management Group, LLC | 28 | $7.93K | 0.00% | +2+7.7% | Added |
| Cassaday & Co Wealth Management LLC | 31 | $8.64K | 0.00% | +1+3.3% | Added |
| Action Point Financial Planning, LLC | 31 | $8.78K | 0.00% | +31 | New |
| Central Trust Co | 33 | $9.34K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 34 | $9.63K | 0.00% | +34 | New |
| Huntington National Bank | 35 | $9.91K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 35 | $9.91K | 0.00% | +35 | New |
| Hazlett, Burt & Watson, Inc. | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $10.2K | 0.00% | −5−12.2% | Reduced |
| Cedar Mountain Advisors, LLC | 37 | $10.5K | 0.00% | −2−5.1% | Reduced |
| Owl Creek Wealth Partners LLC | 37 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 38 | $10.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 40 | $11.3K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 40 | $11.3K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 45 | $12.7K | 0.01% | −29−39.2% | Reduced |
| Twin Tree Management, LP | 47 | $13.3K | 0.00% | −985−95.4% | Reduced |
| Massmutual Trust Co FSB | 47 | $13.3K | 0.00% | −2−4.1% | Reduced |
| Rothschild Investment LLC | 48 | $13.6K | 0.00% | +2+4.3% | Added |
| Zions Bancorporation, National Association | 49 | $13.9K | 0.00% | +22+81.5% | Added |
| Rakuten Securities, Inc. | 49 | $13.9K | 0.00% | +39+390.0% | Added |
| Basecamp Wealth Advisors LLC | 55 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 58 | $16.4K | 0.00% | +9+18.4% | Added |
| First Horizon Corp | 58 | $16.4K | 0.00% | +58 | New |
| Covestor Ltd | 62 | $18.0K | 0.01% | −150−70.8% | Reduced |
| Kings Path Partners LLC | 71 | $20.1K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 74 | $21.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 77 | $21.8K | 0.00% | −29−27.4% | Reduced |
| Silver Grove Financial Group, Inc. | 79 | $22.4K | 0.01% | +79 | New |
| Bryn Mawr Trust Co | 80 | $22.6K | 0.00% | +40+100.0% | Added |
| Keating Financial Advisory Services, Inc. | 89 | $25.2K | 0.00% | +16+21.9% | Added |
| Sterling Capital Management LLC | 92 | $26.0K | 0.00% | −77−45.6% | Reduced |
| Brown Brothers Harriman & Co | 95 | $26.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $28.3K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 121 | $34.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 125 | $35.4K | 0.00% | −11−8.1% | Reduced |
| Versant Capital Management, Inc | 126 | $35.7K | 0.00% | −100−44.2% | Reduced |
| Ares Financial Consulting, LLC | 130 | $36.8K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 134 | $37.9K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 137 | $38.8K | 0.00% | −29−17.5% | Reduced |
| EverSource Wealth Advisors, LLC | 140 | $39.6K | 0.00% | −257−64.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 145 | $40.2K | 0.00% | +145 | New |
| CoreCap Advisors, LLC | 150 | $42.5K | 0.00% | −19−11.2% | Reduced |
| Advisors Asset Management, Inc. | 166 | $47.0K | 0.00% | +11+7.1% | Added |
| TD Private Client Wealth LLC | 169 | $47.8K | 0.00% | −328−66.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 175 | $49.5K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 186 | $52.7K | 0.03% | +28+17.7% | Added |
| Optiver Holding B.V. | 190 | $53.8K | 0.00% | +190 | New |
| Smartleaf Asset Management LLC | 197 | $54.6K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 200 | $56.6K | 0.03% | +200 | New |
| Parallel Advisors, LLC | 221 | $62.6K | 0.00% | −195−46.9% | Reduced |
| Prudent Man Investment Management, Inc. | 200 | $63.7K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 227 | $64.3K | 0.00% | −23−9.2% | Reduced |
| 1620 Investment Advisors, Inc. | 249 | $70.5K | 0.04% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 258 | $73.0K | 0.00% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 285 | $80.7K | 0.04% | 00.0% | Unchanged |