| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $145 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $291 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $435 | 0.00% | +2+200.0% | Added |
| HFM Investment Advisors, LLC | 4 | $581 | 0.00% | +2+100.0% | Added |
| Tortoise Investment Management, LLC | 4 | $581 | 0.00% | +4 | New |
| Rossby Financial, LCC | 4 | $581 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $726 | 0.00% | −4−44.4% | Reduced |
| Garde Capital, Inc. | 5 | $726 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5 | $726 | 0.00% | +5 | New |
| Hollencrest Capital Management | 6 | $871 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 6 | $871 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 7 | $1.02K | 0.00% | +3+75.0% | Added |
| Riggs Asset Managment Co. Inc. | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $1.45K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 12 | $1.74K | 0.00% | +12 | New |
| Atlantic Trust, LLC | 12 | $1.74K | 0.00% | +12 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $1.89K | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 14 | $2.03K | 0.00% | +14 | New |
| Ancora Advisors, LLC | 14 | $2.03K | 0.00% | +14 | New |
| WealthCollab, LLC | 16 | $2.32K | 0.00% | +7+77.8% | Added |
| Cape Investment Advisory, Inc. | 17 | $2.47K | 0.00% | −34−66.7% | Reduced |
| Binnacle Investments Inc | 18 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $3.19K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 25 | $3.63K | 0.00% | −1−3.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 25 | $3.63K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 26 | $3.77K | 0.00% | −1−3.7% | Reduced |
| Copia Wealth Management | 26 | $3.77K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 27 | $3.82K | 0.00% | +27 | New |
| Private Wealth Management Group, LLC | 28 | $4.07K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 30 | $4.36K | 0.00% | −1−3.2% | Reduced |
| Parkside Financial Bank & Trust | 32 | $4.65K | 0.00% | −25−43.9% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $4.65K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 34 | $4.94K | 0.00% | +34 | New |
| Bare Financial Services, Inc | 41 | $5.95K | 0.00% | +27+192.9% | Added |
| Creative Financial Designs Inc | 44 | $6.39K | 0.00% | −24−35.3% | Reduced |
| Accent Capital Management, LLC | 48 | $6.97K | 0.00% | +48 | New |
| Park Square Financial Group, LLC | 53 | $7.70K | 0.01% | +53 | New |
| Hemington Wealth Management | 61 | $8.00K | 0.00% | +9+17.3% | Added |
| Aster Capital Management (DIFC) Ltd | 64 | $9.29K | 0.00% | −2,058−97.0% | Reduced |
| WPG Advisers, LLC | 64 | $9.29K | 0.01% | −1−1.5% | Reduced |
| Smithfield Trust Co | 68 | $10.0K | 0.00% | +68 | New |
| AllSquare Wealth Management LLC | 70 | $10.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 74 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $11.6K | 0.00% | +5+6.7% | Added |
| Avalon Trust Co | 82 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 83 | $12.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $13.5K | 0.00% | +2+2.2% | Added |
| Versant Capital Management, Inc | 96 | $13.9K | 0.00% | +1+1.1% | Added |
| Richardson Financial Services Inc. | 102 | $14.4K | 0.01% | +28+37.8% | Added |
| Tidemark, LLC | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 103 | $15.0K | 0.00% | +59+134.1% | Added |
| Optiver Holding B.V. | 105 | $15.2K | 0.00% | +105 | New |
| Whittier Trust Co of Nevada Inc | 112 | $16.3K | 0.00% | +96+600.0% | Added |
| Clearstead Advisors, LLC | 116 | $16.8K | 0.00% | −48−29.3% | Reduced |
| South State Corp. | 129 | $18.7K | 0.00% | −28−17.8% | Reduced |
| SOA Wealth Advisors, LLC. | 130 | $18.9K | 0.00% | +130 | New |
| Ci Investments Inc. | 129 | $19.0K | 0.00% | +129 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 144 | $20.9K | 0.00% | +144 | New |
| Rakuten Securities, Inc. | 157 | $22.8K | 0.01% | +156+15,600.0% | Added |
| Fortitude Family Office, LLC | 161 | $23.4K | 0.01% | +8+5.2% | Added |
| Umb Bank N A | 165 | $24.0K | 0.00% | +23+16.2% | Added |
| Bessemer Group Inc | 167 | $24.0K | 0.00% | +10+6.4% | Added |
| Newbridge Financial Services Group, Inc. | 171 | $24.8K | 0.00% | +171 | New |
| Matrix Trust Co | 169 | $25.0K | 0.00% | −5−2.9% | Reduced |
| Advisors Asset Management, Inc. | 179 | $26.0K | 0.00% | −571−76.1% | Reduced |
| Private Trust Co NA | 181 | $26.3K | 0.00% | +29+19.1% | Added |
| Penserra Capital Management LLC | 192 | $27.0K | 0.00% | +192 | New |
| Northwestern Mutual Wealth Management Co | 193 | $28.0K | 0.00% | +85+78.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 189 | $29.7K | 0.01% | +189 | New |
| Larson Financial Group LLC | 212 | $30.8K | 0.00% | +4+1.9% | Added |
| Fifth Third Bancorp | 242 | $35.1K | 0.00% | −141−36.8% | Reduced |
| First Horizon Advisors, Inc. | 255 | $37.0K | 0.00% | −12−4.5% | Reduced |
| Golden State Wealth Management, LLC | 275 | $39.9K | 0.00% | +75+37.5% | Added |
| CIBC Private Wealth Group, LLC | 276 | $40.1K | 0.00% | +16+6.2% | Added |
| Cullen/Frost Bankers, Inc. | 326 | $47.3K | 0.00% | +184+129.6% | Added |
| Geneos Wealth Management Inc. | 338 | $49.1K | 0.00% | −2−0.6% | Reduced |
| Harbour Investments, Inc. | 341 | $49.5K | 0.00% | +4+1.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 358 | $52.0K | 0.00% | +18+5.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 453 | $66.0K | 0.00% | +453 | New |
| Quarry LP | 475 | $69.0K | 0.02% | +475 | New |
| Park Place Capital Corp | 499 | $70.6K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 501 | $72.7K | 0.00% | +501 | New |
| EverSource Wealth Advisors, LLC | 512 | $74.3K | 0.00% | +424+481.8% | Added |
| Signaturefd, LLC | 528 | $76.7K | 0.00% | +8+1.5% | Added |
| USA Financial Portformulas Corp | 536 | $77.8K | 0.01% | −111−17.2% | Reduced |
| Daiwa Securities Group Inc. | 552 | $80.0K | 0.00% | −115−17.2% | Reduced |
| Parallel Advisors, LLC | 569 | $82.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 577 | $84.0K | 0.05% | +171+42.1% | Added |
| MAI Capital Management | 614 | $89.1K | 0.00% | +364+145.6% | Added |
| TD Private Client Wealth LLC | 628 | $91.2K | 0.00% | −475−43.1% | Reduced |
| McIlrath & Eck, LLC | 655 | $95.1K | 0.01% | −14−2.1% | Reduced |
| Valley National Advisers Inc | 700 | $101.0K | 0.02% | +700 | New |
| Gen-Wealth Partners Inc | 717 | $104.1K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 776 | $113.0K | 0.01% | +21+2.8% | Added |
| Smartleaf Asset Management LLC | 776 | $113.0K | 0.01% | +9+1.2% | Added |