| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Red Tortoise LLC | 0 | $88 | 0.00% | 0 | Unchanged |
| Salomon & Ludwin, LLC | 1 | $295 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 1 | $298 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $298 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $298 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $298 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $299 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $299 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $299 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $597 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $597 | 0.00% | +1+100.0% | Added |
| Raffa Wealth Management, LLC | 2 | $597 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $608 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $626 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 3 | $891 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $895 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.19K | 0.00% | +1+33.3% | Added |
| TFC Financial Management | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.19K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $1.20K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $1.49K | 0.00% | −1−16.7% | Reduced |
| UMA Financial Services, Inc. | 5 | $1.49K | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 6 | $1.79K | 0.00% | −1−14.3% | Reduced |
| CVA Family Office, LLC | 6 | $1.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.79K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $2.09K | 0.00% | −1−12.5% | Reduced |
| Financial Network Wealth Advisors LLC | 8 | $2.39K | 0.00% | −2−20.0% | Reduced |
| Rialto Wealth Management, LLC | 9 | $2.69K | 0.00% | +1+12.5% | Added |
| Marquette Asset Management, LLC | 9 | $2.69K | 0.00% | +9 | New |
| Wealth Watch Advisors, INC | 9 | $2.69K | 0.00% | +9 | New |
| S&T Bank | 10 | $2.98K | 0.00% | +10 | New |
| Cloud Capital Management, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Spire Wealth Management | 11 | $3.28K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 12 | $3.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.67K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $4.18K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 16 | $4.77K | 0.00% | +16 | New |
| Dogwood Wealth Management LLC | 16 | $4.77K | 0.00% | +16 | New |
| T. Rowe Price Investment Management, Inc. | 16 | $5.00K | 0.00% | +16 | New |
| Whittier Trust Co of Nevada Inc | 18 | $5.31K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 18 | $5.35K | 0.00% | +18 | New |
| Medallion Wealth Advisors, LLC | 18 | $5.37K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $5.37K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 19 | $5.67K | 0.00% | +19 | New |
| Retirement Wealth Solutions LLC | 20 | $5.97K | 0.00% | −7−25.9% | Reduced |
| South State Corp. | 20 | $5.97K | 0.00% | +2+11.1% | Added |
| Grove Bank & Trust | 20 | $5.97K | 0.00% | +6+42.9% | Added |
| Grey Fox Wealth Advisors, LLC | 20 | $5.97K | 0.00% | +20 | New |
| TD Capital Management LLC | 24 | $7.16K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $7.46K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26 | $7.75K | 0.00% | +6+30.0% | Added |
| Bell Investment Advisors, Inc | 26 | $7.76K | 0.00% | −13−33.3% | Reduced |
| Harbour Investments, Inc. | 27 | $8.05K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 30 | $8.95K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $8.95K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 36 | $10.7K | 0.01% | −10−21.7% | Reduced |
| Atlantic Trust, LLC | 38 | $11.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 38 | $11.3K | 0.01% | +2+5.6% | Added |
| Fortitude Family Office, LLC | 40 | $11.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 39 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42 | $12.5K | 0.00% | +3+7.7% | Added |
| Rossby Financial, LCC | 44 | $13.1K | 0.00% | +26+144.4% | Added |
| JFS Wealth Advisors, LLC | 46 | $13.7K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 49 | $14.6K | 0.00% | +49 | New |
| Private Trust Co NA | 50 | $14.9K | 0.00% | −29−36.7% | Reduced |
| Matrix Trust Co | 57 | $17.0K | 0.00% | −12−17.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 60 | $17.9K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 63 | $18.8K | 0.00% | +63 | New |
| Westside Investment Management, Inc. | 74 | $22.0K | 0.00% | +37+100.0% | Added |
| Optiver Holding B.V. | 81 | $24.2K | 0.00% | +25+44.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 84 | $25.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 85 | $25.4K | 0.00% | +85 | New |
| Washington Trust Advisors, Inc. | 86 | $25.6K | 0.00% | −7−7.5% | Reduced |
| DT Investment Partners, LLC | 87 | $26.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 90 | $26.8K | 0.00% | −4−4.3% | Reduced |
| Rise Advisors, LLC | 91 | $27.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 94 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 106 | $31.0K | 0.00% | +20+23.3% | Added |
| Ossiam | 116 | $34.6K | 0.00% | −548−82.5% | Reduced |
| Deseret Mutual Benefit Administrators | 123 | $36.7K | 0.02% | −26−17.4% | Reduced |
| GWM Advisors LLC | 131 | $39.1K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 133 | $39.7K | 0.00% | +33+33.0% | Added |
| Central Trust Co | 135 | $40.3K | 0.00% | −136−50.2% | Reduced |
| Clearstead Advisors, LLC | 135 | $40.3K | 0.00% | −62−31.5% | Reduced |
| Quent Capital, LLC | 138 | $41.2K | 0.00% | +138 | New |
| Parkside Financial Bank & Trust | 141 | $42.1K | 0.00% | −73−34.1% | Reduced |
| Advisors Asset Management, Inc. | 142 | $42.4K | 0.00% | +142 | New |
| Root Financial Partners, LLC | 147 | $43.8K | 0.00% | +147 | New |
| Transamerica Financial Advisors, Inc. | 148 | $44.1K | 0.00% | +148 | New |
| Caldwell Trust Co | 150 | $44.7K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 167 | $49.8K | 0.02% | +167 | New |
| Close Asset Management Ltd | 170 | $51.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 171 | $51.0K | 0.04% | −70−29.0% | Reduced |
| LRI Investments, LLC | 176 | $52.5K | 0.00% | −65−27.0% | Reduced |
| TCTC Holdings, LLC | 178 | $53.1K | 0.00% | 00.0% | Unchanged |