| Red Tortoise LLC | 0 | $76 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 1 | $256 | 0.00% | −4−80.0% | Reduced |
| Rothschild Investment LLC | 1 | $256 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $256 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $256 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $256 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $256 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $256 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $256 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $256 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $512 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $546 | 0.00% | −10−83.3% | Reduced |
| Financial Management Professionals, Inc. | 3 | $767 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $767 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $767 | 0.00% | +1+50.0% | Added |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | −5,883−99.9% | Reduced |
| NewSquare Capital LLC | 4 | $1.02K | 0.00% | −7−63.6% | Reduced |
| Rakuten Securities, Inc. | 4 | $1.02K | 0.00% | −2−33.3% | Reduced |
| N.E.W. Advisory Services LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.02K | 0.00% | +1+33.3% | Added |
| Stephens Consulting, LLC | 4 | $1.02K | 0.00% | +4 | New |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $1.02K | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $1.10K | 0.00% | +2+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 5 | $1.28K | 0.00% | −106−95.5% | Reduced |
| HFM Investment Advisors, LLC | 5 | $1.28K | 0.00% | +4+400.0% | Added |
| Activest Wealth Management | 5 | $1.28K | 0.00% | +5 | New |
| Manchester Capital Management LLC | 6 | $1.53K | 0.00% | −923−99.4% | Reduced |
| SJS Investment Consulting Inc. | 6 | $1.53K | 0.00% | −5−45.5% | Reduced |
| CVA Family Office, LLC | 6 | $1.53K | 0.00% | −2−25.0% | Reduced |
| Harbor Investment Advisory, LLC | 7 | $1.79K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 8 | $2.05K | 0.00% | −2−20.0% | Reduced |
| Whipplewood Advisors, LLC | 8 | $2.05K | 0.00% | −11−57.9% | Reduced |
| Rialto Wealth Management, LLC | 8 | $2.05K | 0.00% | +2+33.3% | Added |
| Financial Network Wealth Advisors LLC | 10 | $2.56K | 0.00% | +7+233.3% | Added |
| Spire Wealth Management | 11 | $2.81K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 12 | $3.07K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $3.07K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 12 | $3.07K | 0.00% | +12 | New |
| Sierra Ocean, LLC | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $3.58K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $3.58K | 0.00% | +14 | New |
| Whittier Trust Co of Nevada Inc | 18 | $4.60K | 0.00% | −63−77.8% | Reduced |
| High Note Wealth, LLC | 18 | $4.60K | 0.00% | −2−10.0% | Reduced |
| Rossby Financial, LCC | 18 | $4.60K | 0.00% | +5+38.5% | Added |
| South State Corp. | 18 | $4.61K | 0.00% | −9−33.3% | Reduced |
| Medallion Wealth Advisors, LLC | 18 | $4.62K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $5.12K | 0.00% | +13+185.7% | Added |
| TD Capital Management LLC | 24 | $6.14K | 0.00% | +24 | New |
| Sachetta, LLC | 25 | $6.39K | 0.00% | −1−3.8% | Reduced |
| Harbour Investments, Inc. | 27 | $6.91K | 0.00% | −32−54.2% | Reduced |
| Retirement Wealth Solutions LLC | 27 | $6.91K | 0.01% | −33−55.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 29 | $7.42K | 0.00% | +29 | New |
| Bare Financial Services, Inc | 30 | $7.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $7.67K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 36 | $9.21K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 37 | $9.50K | 0.00% | +37 | New |
| Atlantic Trust, LLC | 38 | $9.72K | 0.00% | +38 | New |
| Farmers & Merchants Investments Inc | 39 | $9.97K | 0.00% | +4+11.4% | Added |
| Bell Investment Advisors, Inc | 39 | $9.98K | 0.00% | +8+25.8% | Added |
| GW&K Investment Management, LLC | 39 | $10.0K | 0.00% | −2−4.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 40 | $10.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $10.2K | 0.00% | +12+42.9% | Added |
| JFS Wealth Advisors, LLC | 46 | $11.8K | 0.00% | +1+2.2% | Added |
| WPG Advisers, LLC | 46 | $11.8K | 0.01% | +2+4.5% | Added |
| Optiver Holding B.V. | 56 | $14.3K | 0.00% | +29+107.4% | Added |
| Meeder Asset Management Inc | 58 | $14.8K | 0.00% | −3,814−98.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 60 | $15.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 60 | $15.3K | 0.00% | +11+22.4% | Added |
| Matrix Trust Co | 69 | $18.0K | 0.00% | −2−2.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 66 | $18.7K | 0.01% | +66 | New |
| Private Trust Co NA | 79 | $20.2K | 0.00% | −44−35.8% | Reduced |
| Hemington Wealth Management | 86 | $21.0K | 0.00% | −9−9.5% | Reduced |
| Hantz Financial Services, Inc. | 83 | $21.0K | 0.00% | +73+730.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 84 | $21.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 87 | $22.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 91 | $23.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 93 | $23.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 94 | $24.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 94 | $24.0K | 0.00% | +94 | New |
| Johnson Financial Group, Inc. | 94 | $24.0K | 0.00% | −123−56.7% | Reduced |
| Chilton Capital Management LLC | 100 | $25.6K | 0.00% | +100 | New |
| Headlands Technologies LLC | 102 | $26.1K | 0.00% | −364−78.1% | Reduced |
| Twin Tree Management, LP | 102 | $26.1K | 0.00% | +102 | New |
| Smartleaf Asset Management LLC | 128 | $32.9K | 0.00% | +2+1.6% | Added |
| GWM Advisors LLC | 131 | $33.5K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 131 | $33.5K | 0.00% | +100+322.6% | Added |
| V-Square Quantitative Management LLC | 136 | $34.8K | 0.00% | −93−40.6% | Reduced |
| Deseret Mutual Benefit Administrators | 149 | $38.1K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $38.4K | 0.00% | +150 | New |
| Assetmark, Inc | 160 | $40.9K | 0.00% | −19,123−99.2% | Reduced |
| SRS Capital Advisors, Inc. | 164 | $41.9K | 0.00% | −21−11.4% | Reduced |
| Close Asset Management Ltd | 170 | $44.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 178 | $45.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $46.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 190 | $48.6K | 0.00% | −16−7.8% | Reduced |
| Massmutual Trust Co FSB | 193 | $49.4K | 0.00% | −8−4.0% | Reduced |
| Clearstead Advisors, LLC | 197 | $50.4K | 0.00% | +66+50.4% | Added |
| Traub Capital Management LLC | 205 | $52.4K | 0.05% | +205 | New |
| Huntington National Bank | 206 | $52.7K | 0.00% | +19+10.2% | Added |
