| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 11 | $0 | 0.00% | +11 | New |
| Hallmark Capital Management Inc | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $64 | 0.00% | −6−85.7% | Reduced |
| American Capital Advisory, LLC | 2 | $128 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 5 | $318 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $382 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6 | $382 | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 7 | $445 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $445 | 0.00% | +3+75.0% | Added |
| Quaker Wealth Management, LLC | 7 | $446 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 8 | $514 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $610 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $624 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $700 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $764 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 13 | $827 | 0.00% | +13 | New |
| Turning Point Benefit Group, Inc. | 14 | $905 | 0.00% | +14 | New |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.08K | 0.00% | +1+6.3% | Added |
| Principia Wealth Advisory, LLC | 17 | $1.08K | 0.00% | +1+6.3% | Added |
| Spire Wealth Management | 21 | $1.34K | 0.00% | +3+16.7% | Added |
| Quarry LP | 22 | $1.40K | 0.00% | +6+37.5% | Added |
| Cornerstone Planning Group LLC | 24 | $1.50K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $1.53K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $1.90K | 0.00% | +12+66.7% | Added |
| Fortitude Family Office, LLC | 42 | $2.67K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 49 | $3.12K | 0.00% | +49 | New |
| Global Wealth Strategies & Associates | 59 | $3.75K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 60 | $3.82K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 61 | $3.88K | 0.00% | +3+5.2% | Added |
| Clearstead Advisors, LLC | 73 | $4.65K | 0.00% | +23+46.0% | Added |
| Legacy Wealth Managment, LLC | 74 | $4.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 75 | $4.77K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 78 | $4.96K | 0.00% | +15+23.8% | Added |
| JFS Wealth Advisors, LLC | 80 | $5.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 81 | $5.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $5.60K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 100 | $6.36K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 106 | $6.73K | 0.00% | +1+1.0% | Added |
| Private Wealth Management Group, LLC | 106 | $6.75K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $9.04K | 0.00% | +142 | Added |
| Larson Financial Group LLC | 148 | $9.42K | 0.00% | −5−3.3% | Reduced |
| Root Financial Partners, LLC | 149 | $9.48K | 0.00% | +149 | New |
| Cetera Trust Company, N.A | 162 | $10.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 165 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 167 | $10.6K | 0.00% | +92+122.7% | Added |
| First Horizon Corp | 180 | $11.5K | 0.00% | +180 | New |
| State of Wyoming | 188 | $12.0K | 0.00% | −8−4.1% | Reduced |
| Danske Bank A/S | 200 | $12.7K | 0.00% | −519−72.2% | Reduced |
| Berbice Capital Management LLC | 200 | $12.7K | 0.01% | +200 | New |
| Smithfield Trust Co | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 209 | $13.3K | 0.00% | +209 | New |
| Atlantic Trust, LLC | 212 | $13.5K | 0.00% | −30−12.4% | Reduced |
| Smartleaf Asset Management LLC | 215 | $13.8K | 0.00% | −4−1.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 218 | $13.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 246 | $15.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 254 | $16.2K | 0.00% | +254 | New |
| Geneos Wealth Management Inc. | 265 | $16.9K | 0.00% | −18−6.4% | Reduced |
| Rise Advisors, LLC | 292 | $18.6K | 0.01% | +1+0.3% | Added |
| Massmutual Trust Co FSB | 297 | $18.9K | 0.00% | −51−14.7% | Reduced |
| Center for Financial Planning, Inc. | 300 | $19.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 328 | $20.8K | 0.00% | −1,431−81.4% | Reduced |
| Parkside Financial Bank & Trust | 342 | $21.8K | 0.00% | +50+17.1% | Added |
| AdvisorNet Financial, Inc | 359 | $22.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 378 | $24.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 400 | $25.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 419 | $26.7K | 0.00% | −48−10.3% | Reduced |
| Duncker Streett & Co Inc | 500 | $31.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $31.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 509 | $32.4K | 0.00% | −76−13.0% | Reduced |
| Sachetta, LLC | 660 | $42.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 669 | $43.0K | 0.00% | −16−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 725 | $46.1K | 0.00% | −1,805−71.3% | Reduced |
| Jones Financial Companies LLLP | 781 | $49.4K | 0.00% | +240+44.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 784 | $50.0K | 0.00% | −43−5.2% | Reduced |
| Clear Street Markets LLC | 799 | $50.8K | 0.02% | +799 | New |
| Aventura Private Wealth, LLC | 818 | $52.1K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 875 | $56.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 889 | $56.6K | 0.00% | +45+5.3% | Added |
| SBI Securities Co., Ltd. | 914 | $58.2K | 0.00% | +883+2,848.4% | Added |
| Principal Securities, Inc. | 942 | $60.0K | 0.00% | +52+5.8% | Added |
| Harbor Capital Advisors, Inc. | 944 | $60.0K | 0.00% | +340+56.3% | Added |
| Byrne Asset Management LLC | 950 | $60.5K | 0.04% | +92+10.7% | Added |
| Whittier Trust Co of Nevada Inc | 924 | $60.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 960 | $61.1K | 0.01% | +1+0.1% | Added |
| Nomura Asset Management Co Ltd | 990 | $63.0K | 0.00% | +300+43.5% | Added |
| SRS Capital Advisors, Inc. | 991 | $63.1K | 0.00% | +937+1,735.2% | Added |
| Sunbelt Securities, Inc. | 1,000 | $63.6K | 0.00% | +1,000 | New |
| Whittier Trust Co | 1,000 | $65.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,207 | $76.8K | 0.00% | +25+2.1% | Added |
| Hemington Wealth Management | 1,379 | $87.0K | 0.01% | −6−0.4% | Reduced |
| Versant Capital Management, Inc | 1,452 | $92.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,495 | $95.1K | 0.00% | −5−0.3% | Reduced |
| Manchester Capital Management LLC | 1,806 | $114.9K | 0.02% | +1,321+272.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,886 | $120.0K | 0.00% | −295−13.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,971 | $125.5K | 0.00% | +1,971 | New |
| Stephens Consulting, LLC | 2,000 | $127.3K | 0.04% | +1,999+199,900.0% | Added |