| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $52 | 0.00% | −2−66.7% | Reduced |
| Stephens Consulting, LLC | 1 | $53 | 0.00% | −14−93.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $212 | 0.00% | +1+33.3% | Added |
| Raleigh Capital Management Inc. | 5 | $278 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $318 | 0.00% | −2−25.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 7 | $371 | 0.00% | −990−99.3% | Reduced |
| TD Private Client Wealth LLC | 7 | $371 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $371 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 8 | $424 | 0.00% | +6+300.0% | Added |
| Maseco LLP | 8 | $426 | 0.00% | +8 | New |
| Murphy & Mullick Capital Management Corp | 10 | $530 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 11 | $583 | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 10 | $586 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 12 | $636 | 0.00% | −9−42.9% | Reduced |
| Quarry LP | 16 | $848 | 0.00% | −291−94.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $848 | 0.00% | +2+14.3% | Added |
| Principia Wealth Advisory, LLC | 16 | $848 | 0.00% | +10+166.7% | Added |
| South State Corp. | 17 | $901 | 0.00% | +11+183.3% | Added |
| Spire Wealth Management | 18 | $953 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $954 | 0.00% | +18 | New |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | +7+53.8% | Added |
| WealthCollab, LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $1.42K | 0.00% | +24 | New |
| SBI Securities Co., Ltd. | 31 | $1.64K | 0.00% | +8+34.8% | Added |
| Fortitude Family Office, LLC | 42 | $2.23K | 0.00% | −39−48.1% | Reduced |
| Clearstead Advisors, LLC | 50 | $2.65K | 0.00% | +50 | New |
| NewSquare Capital LLC | 51 | $2.70K | 0.00% | −13−20.3% | Reduced |
| SRS Capital Advisors, Inc. | 54 | $2.86K | 0.00% | +21+63.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 57 | $3.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 58 | $3.07K | 0.00% | +6+11.5% | Added |
| Global Wealth Strategies & Associates | 59 | $3.13K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 63 | $3.34K | 0.00% | +37+142.3% | Added |
| Legacy Wealth Managment, LLC | 74 | $3.92K | 0.00% | −20−21.3% | Reduced |
| Legacy Investment Solutions, LLC | 74 | $3.92K | 0.00% | +74 | New |
| Rothschild Investment LLC | 75 | $3.97K | 0.00% | −70−48.3% | Reduced |
| Prestige Wealth Management Group LLC | 75 | $3.97K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 80 | $4.24K | 0.00% | +20+33.3% | Added |
| Huntington National Bank | 81 | $4.29K | 0.00% | +8+11.0% | Added |
| Bell Investment Advisors, Inc | 88 | $4.66K | 0.00% | +10+12.8% | Added |
| GPS Wealth Strategies Group, LLC | 105 | $5.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 106 | $5.62K | 0.00% | −31−22.6% | Reduced |
| Hollencrest Capital Management | 137 | $7.26K | 0.00% | −236−63.3% | Reduced |
| Larson Financial Group LLC | 153 | $8.12K | 0.00% | +11+7.7% | Added |
| Cetera Trust Company, N.A | 162 | $8.58K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 165 | $8.74K | 0.00% | −822−83.3% | Reduced |
| State of Wyoming | 196 | $10.4K | 0.00% | +196 | New |
| Twin Peaks Wealth Advisors, LLC | 177 | $10.8K | 0.00% | +177 | New |
| Smithfield Trust Co | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 219 | $11.5K | 0.00% | −181−45.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 218 | $11.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 242 | $12.8K | 0.00% | +128+112.3% | Added |
| Global Retirement Partners, LLC | 246 | $13.0K | 0.00% | +246 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 263 | $13.9K | 0.00% | +263 | New |
| Geneos Wealth Management Inc. | 283 | $15.0K | 0.00% | +274+3,044.4% | Added |
| Rise Advisors, LLC | 291 | $15.4K | 0.01% | −6−2.0% | Reduced |
| Parkside Financial Bank & Trust | 292 | $15.5K | 0.00% | +127+77.0% | Added |
| Center for Financial Planning, Inc. | 300 | $15.9K | 0.00% | +300 | New |
| Massmutual Trust Co FSB | 348 | $18.4K | 0.00% | +137+64.9% | Added |
| AdvisorNet Financial, Inc | 359 | $19.0K | 0.00% | +7+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 378 | $20.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 388 | $20.6K | 0.00% | +380+4,750.0% | Added |
| Atlantic Union Bankshares Corp | 400 | $21.2K | 0.00% | +400 | New |
| IFP Advisors, Inc | 0 | $22.0K | 0.00% | −147−100.0% | Reduced |
| Optiver Holding B.V. | 467 | $24.7K | 0.00% | +113+31.9% | Added |
| Manchester Capital Management LLC | 485 | $25.7K | 0.00% | −470−49.2% | Reduced |
| Duncker Streett & Co Inc | 500 | $26.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $26.5K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $26.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 541 | $28.5K | 0.00% | −231−29.9% | Reduced |
| MAI Capital Management | 585 | $31.0K | 0.00% | −1,715−74.6% | Reduced |
| Harbor Capital Advisors, Inc. | 604 | $32.0K | 0.00% | −4−0.7% | Reduced |
| Sachetta, LLC | 660 | $35.0K | 0.01% | −21−3.1% | Reduced |
| Banque Cantonale Vaudoise | 685 | $36.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 690 | $36.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 719 | $38.1K | 0.00% | −6,316−89.8% | Reduced |
| Aventura Private Wealth, LLC | 818 | $43.3K | 0.02% | −161−16.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 827 | $44.0K | 0.00% | +827 | New |
| Umb Bank N A | 844 | $44.7K | 0.00% | −133−13.6% | Reduced |
| Byrne Asset Management LLC | 858 | $45.4K | 0.03% | – | – |
| Bessemer Group Inc | 875 | $47.0K | 0.00% | −20−2.2% | Reduced |
| Principal Securities, Inc. | 890 | $47.1K | 0.00% | +300+50.8% | Added |
| Whittier Trust Co of Nevada Inc | 924 | $48.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 959 | $50.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,086 | $58.0K | 0.00% | −2,164−66.6% | Reduced |
| Ameritas Advisory Services, LLC | 1,113 | $59.0K | 0.00% | +1,113 | New |
| Fifth Third Bancorp | 1,182 | $62.6K | 0.00% | +153+14.9% | Added |
| CIBC Private Wealth Group, LLC | 1,251 | $66.2K | 0.00% | −300−19.3% | Reduced |
| Hemington Wealth Management | 1,385 | $73.0K | 0.01% | +2+0.1% | Added |
| Versant Capital Management, Inc | 1,452 | $76.9K | 0.01% | +573+65.2% | Added |
| Bryn Mawr Trust Co | 1,492 | $79.0K | 0.00% | +774+107.8% | Added |
| Ronald Blue Trust, Inc. | 1,500 | $79.4K | 0.00% | +4+0.3% | Added |
| Covestor Ltd | 1,750 | $93.0K | 0.05% | +708+67.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,759 | $93.2K | 0.00% | −1,087−38.2% | Reduced |
| Sterling Capital Management LLC | 1,913 | $101.3K | 0.00% | +951+98.9% | Added |
| Hantz Financial Services, Inc. | 1,986 | $105.0K | 0.00% | +1,824+1,125.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,181 | $115.5K | 0.00% | −8,360−79.3% | Reduced |
