| SHP Wealth Management | 0 | $1 | 0.00% | −67−100.0% | Reduced |
| Nisa Investment Advisors, LLC | 1 | $26 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 1 | $38 | 0.00% | +1 | New |
| GWM Advisors LLC | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $105 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $105 | 0.00% | +4 | New |
| Arlington Trust Co LLC | 5 | $131 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 6 | $157 | 0.00% | +6 | New |
| Stone House Investment Management, LLC | 8 | $209 | 0.00% | +8 | New |
| WealthCollab, LLC | 9 | $236 | 0.00% | −35−79.5% | Reduced |
| Grove Bank & Trust | 11 | $288 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 11 | $288 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $288 | 0.00% | +11 | New |
| American Capital Advisory, LLC | 12 | $315 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $471 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $520 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $524 | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 21 | $550 | 0.00% | −4−16.0% | Reduced |
| Creative Financial Designs Inc | 21 | $550 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 24 | $628 | 0.00% | +24 | New |
| Cornerstone Financial Management LLC | 26 | $681 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $685 | 0.00% | +15+136.4% | Added |
| Cromwell Holdings LLC | 28 | $733 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $785 | 0.00% | +5+20.0% | Added |
| Private Wealth Management Group, LLC | 30 | $786 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 30 | $792 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 32 | $838 | 0.00% | +32 | New |
| Albion Financial Group | 35 | $917 | 0.00% | −88−71.5% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $943 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 39 | $1.02K | 0.00% | +21+116.7% | Added |
| Bogart Wealth, LLC | 40 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 40 | $1.05K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 53 | $1.39K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 57 | $1.49K | 0.00% | +57 | New |
| Transamerica Financial Advisors, Inc. | 68 | $1.78K | 0.00% | +61+871.4% | Added |
| Zions Bancorporation, National Association | 80 | $2.09K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 87 | $2.28K | 0.00% | −1−1.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 105 | $2.75K | 0.00% | −84−44.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 105 | $2.75K | 0.00% | +105 | New |
| Raffa Wealth Management, LLC | 112 | $2.93K | 0.00% | −29−20.6% | Reduced |
| Action Point Financial Planning, LLC | 114 | $2.93K | 0.00% | +114 | New |
| EverSource Wealth Advisors, LLC | 113 | $2.96K | 0.00% | −153−57.5% | Reduced |
| TD Private Client Wealth LLC | 119 | $3.12K | 0.00% | −29−19.6% | Reduced |
| Assetmark, Inc | 120 | $3.14K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 124 | $3.25K | 0.00% | −19−13.3% | Reduced |
| Ares Financial Consulting, LLC | 133 | $3.48K | 0.00% | −227−63.1% | Reduced |
| Hilton Head Capital Partners, LLC | 142 | $3.72K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 155 | $4.06K | 0.00% | +21+15.7% | Added |
| Tounjian Advisory Partners, LLC | 155 | $4.06K | 0.00% | +155 | New |
| ZRC Wealth Management, LLC | 159 | $4.16K | 0.00% | +159 | New |
| Silver Grove Financial Group, Inc. | 160 | $4.19K | 0.00% | −100−38.5% | Reduced |
| Ameritas Advisory Services, LLC | 179 | $4.69K | 0.00% | +179 | New |
| Capital Advisors, Ltd. LLC | 198 | $5.00K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 200 | $5.24K | 0.00% | +200 | New |
| Owl Creek Wealth Partners LLC | 203 | $5.32K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 203 | $5.32K | 0.00% | +89+78.1% | Added |
| Caitong International Asset Management Co., Ltd | 237 | $6.21K | 0.00% | −717−75.2% | Reduced |
| Pacifica Partners Inc. | 250 | $6.45K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 247 | $6.46K | 0.00% | +38+18.2% | Added |
| SBI Securities Co., Ltd. | 258 | $6.75K | 0.00% | −18−6.5% | Reduced |
| Byrne Asset Management LLC | 260 | $6.81K | 0.00% | −60−18.8% | Reduced |
| First Horizon Corp | 288 | $7.54K | 0.00% | +107+59.1% | Added |
| JNBA Financial Advisors | 300 | $7.85K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 300 | $7.85K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 300 | $7.85K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 310 | $8.12K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 318 | $8.32K | 0.00% | +318 | New |
| Covestor Ltd | 327 | $9.00K | 0.01% | +2+0.6% | Added |
| Brown Brothers Harriman & Co | 369 | $9.66K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 383 | $10.0K | 0.00% | −15−3.8% | Reduced |
| NVWM, LLC | 450 | $11.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 458 | $12.0K | 0.00% | +80+21.2% | Added |
| Valley National Advisers Inc | 532 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 602 | $15.8K | 0.00% | +7+1.2% | Added |
| Bessemer Group Inc | 639 | $16.0K | 0.00% | −46−6.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 671 | $17.6K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 757 | $19.8K | 0.01% | −83−9.9% | Reduced |
| Allworth Financial LP | 812 | $21.3K | 0.00% | −109−11.8% | Reduced |
| CX Institutional | 986 | $26.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,033 | $27.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,034 | $27.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,224 | $32.3K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,667 | $43.6K | 0.03% | −289−14.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,867 | $48.9K | 0.00% | +1,867 | New |
| California State Teachers Retirement System | 2,107 | $55.2K | 0.00% | −6,061−74.2% | Reduced |
| Farther Finance Advisors, LLC | 2,148 | $56.3K | 0.00% | +313+17.1% | Added |
| Nomura Asset Management Co Ltd | 2,300 | $60.2K | 0.00% | +2,300 | New |
| Hilltop National Bank | 2,404 | $62.9K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 2,435 | $63.7K | 0.00% | −4,308−63.9% | Reduced |
| Global Retirement Partners, LLC | 2,480 | $64.9K | 0.00% | +2,480 | New |
| Los Angeles Capital Management LLC | 2,483 | $65.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,988 | $78.7K | 0.01% | +3,988 | New |
| Rockefeller Capital Management L.P. | 3,080 | $80.6K | 0.00% | −1,026−25.0% | Reduced |
| Parallel Advisors, LLC | 3,194 | $83.6K | 0.00% | −1,338−29.5% | Reduced |
| Clearstead Advisors, LLC | 3,571 | $93.5K | 0.00% | −8,174−69.6% | Reduced |
| GAMMA Investing LLC | 3,597 | $94.2K | 0.00% | +247+7.4% | Added |
| Rexford Capital Inc | 4,800 | $125.7K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,018 | $131.4K | 0.01% | +5,018 | New |
| Cutler Capital Management, LLC | 5,075 | $132.9K | 0.03% | +5,075 | New |
