| Forsta Ap-Fonden | 43,472 | $0 | 0.00% | +57+0.1% | Added |
| TD Capital Management LLC | 2 | $200 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $201 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $301 | 0.00% | −1−25.0% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $401 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $401 | 0.00% | +1+33.3% | Added |
| Bare Financial Services, Inc | 5 | $501 | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 5 | $501 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $601 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $601 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 6 | $601 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $601 | 0.00% | +5+500.0% | Added |
| St Germain D J Co Inc | 7 | $702 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 7 | $702 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $902 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 9 | $902 | 0.00% | +9 | New |
| Cornerstone Financial Management LLC | 9 | $902 | 0.00% | +9 | New |
| Ares Financial Consulting, LLC | 11 | $1.10K | 0.00% | +11 | New |
| Crewe Advisors LLC | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 14 | $1.40K | 0.00% | +14 | New |
| CVA Family Office, LLC | 15 | $1.50K | 0.00% | −10−40.0% | Reduced |
| Retirement Wealth Solutions LLC | 15 | $1.50K | 0.00% | +14+1,400.0% | Added |
| Principia Wealth Advisory, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $2.00K | 0.00% | +4+25.0% | Added |
| Financial Consulate, Inc | 23 | $2.31K | 0.00% | +3+15.0% | Added |
| IMA Wealth, Inc. | 25 | $2.50K | 0.00% | +25 | New |
| Steward Partners Investment Advisory, LLC | 25 | $2.51K | 0.00% | +17+212.5% | Added |
| TD Private Client Wealth LLC | 26 | $2.61K | 0.00% | +19+271.4% | Added |
| Geneos Wealth Management Inc. | 26 | $2.61K | 0.00% | +26 | New |
| National Bank of Canada | 29 | $2.90K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 29 | $2.91K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 31 | $3.11K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 35 | $3.51K | 0.00% | −238−87.2% | Reduced |
| Bayforest Capital Ltd | 35 | $3.51K | 0.00% | +35 | New |
| Glen Eagle Advisors, LLC | 37 | $3.71K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 42 | $3.99K | 0.00% | +42 | New |
| Fortitude Family Office, LLC | 42 | $4.21K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 42 | $4.21K | 0.00% | +42 | New |
| Cape Investment Advisory, Inc. | 44 | $4.41K | 0.00% | +44 | New |
| Rossby Financial, LCC | 45 | $4.51K | 0.00% | +23+104.5% | Added |
| Bogart Wealth, LLC | 48 | $4.81K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 49 | $4.91K | 0.00% | +49 | New |
| GW&K Investment Management, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 50 | $5.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 58 | $5.03K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 55 | $5.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $5.91K | 0.00% | +29+96.7% | Added |
| Manning & Napier Advisors LLC | 64 | $6.56K | 0.00% | +64 | New |
| SBI Securities Co., Ltd. | 66 | $6.62K | 0.00% | +1+1.5% | Added |
| Global Wealth Strategies & Associates | 67 | $6.71K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 65 | $7.00K | 0.01% | +65 | New |
| Groesbeck Investment Management Corp | 77 | $8.00K | 0.02% | +77 | New |
| True Wealth Design, LLC | 80 | $8.02K | 0.00% | −27−25.2% | Reduced |
| Salomon & Ludwin, LLC | 84 | $8.36K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 87 | $8.72K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 111 | $9.14K | 0.05% | +17+18.1% | Added |
| Raffa Wealth Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 103 | $10.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 111 | $11.1K | 0.00% | +105+1,750.0% | Added |
| Westfuller Advisors, LLC | 115 | $11.5K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 120 | $12.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $12.2K | 0.00% | +122 | New |
| Golden State Wealth Management, LLC | 125 | $12.5K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 127 | $12.7K | 0.01% | +127 | New |
| Bessemer Group Inc | 132 | $13.0K | 0.00% | +86+187.0% | Added |
| Harbour Investments, Inc. | 134 | $13.4K | 0.00% | +134 | New |
| Umb Bank N A | 138 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 154 | $15.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 157 | $15.7K | 0.01% | +77+96.3% | Added |
| Greykasell Wealth Strategies, Inc. | 189 | $18.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 254 | $25.5K | 0.00% | +57+28.9% | Added |
| Financial Perspectives, Inc | 281 | $28.2K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 314 | $31.5K | 0.00% | +82+35.3% | Added |
| Consultiva Wealth Management, Corp. | 320 | $32.1K | 0.09% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 326 | $32.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 344 | $35.3K | 0.00% | +103+42.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 358 | $35.9K | 0.00% | −13−3.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $36.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 350 | $36.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 366 | $36.7K | 0.00% | −1−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 455 | $45.6K | 0.00% | +173+61.3% | Added |
| Massmutual Trust Co FSB | 485 | $48.6K | 0.00% | +9+1.9% | Added |
| UBS Asset Management Americas Inc | 647 | $64.8K | 0.00% | −14,830−95.8% | Reduced |
| Richardson Financial Services Inc. | 663 | $66.4K | 0.04% | +334+101.5% | Added |
| First Pacific Financial | 744 | $74.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 758 | $76.0K | 0.00% | +7+0.9% | Added |
| Cromwell Holdings LLC | 771 | $77.3K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 782 | $78.4K | 0.00% | +206+35.8% | Added |
| Allworth Financial LP | 823 | $82.5K | 0.00% | +40+5.1% | Added |
| Rockefeller Capital Management L.P. | 861 | $86.3K | 0.00% | +114+15.3% | Added |
| Kestra Advisory Services, LLC | 912 | $91.4K | 0.00% | +912 | New |
| Parallel Advisors, LLC | 1,025 | $102.8K | 0.00% | +62+6.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,000 | $102.9K | 0.01% | +1,000 | New |
| GHP Investment Advisors, Inc. | 1,046 | $104.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,144 | $114.6K | 0.00% | +551+92.9% | Added |
| State of Wyoming | 1,210 | $121.3K | 0.01% | −2,897−70.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,260 | $126.3K | 0.01% | +1,260 | New |
