| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $178 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $178 | 0.00% | +1 | New |
| Comprehensive Financial Planning, Inc. | 2 | $355 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $356 | 0.00% | −2−50.0% | Reduced |
| Bare Financial Services, Inc | 2 | $356 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $356 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $711 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $711 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 4 | $712 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $889 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $889 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $890 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $1.07K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $1.10K | 0.00% | +5+500.0% | Added |
| Hughes Financial Services, LLC | 7 | $1.25K | 0.00% | +1+16.7% | Added |
| Cromwell Holdings LLC | 7 | $1.25K | 0.00% | +3+75.0% | Added |
| Freestone Grove Partners LP | 7 | $1.25K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $1.25K | 0.00% | +7 | New |
| NBT Bank N A | 8 | $1.42K | 0.00% | +8 | New |
| Marquette Asset Management, LLC | 8 | $1.42K | 0.00% | +8 | New |
| First Pacific Financial | 9 | $1.60K | 0.00% | +9 | New |
| Keating Financial Advisory Services, Inc. | 10 | $1.78K | 0.00% | +10 | New |
| SHP Wealth Management | 11 | $1.96K | 0.00% | +9+450.0% | Added |
| Zions Bancorporation, National Association | 11 | $1.96K | 0.00% | +11 | New |
| Addison Advisors LLC | 11 | $1.96K | 0.00% | +11 | New |
| Adirondack Trust Co | 12 | $2.13K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 14 | $2.49K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 15 | $2.67K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 15 | $2.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $3.02K | 0.00% | −1−5.6% | Reduced |
| Brown Brothers Harriman & Co | 17 | $3.02K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 17 | $3.02K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $3.20K | 0.00% | −91−83.5% | Reduced |
| First Horizon Corp | 19 | $3.38K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 19 | $3.38K | 0.00% | +13+216.7% | Added |
| Ameriflex Group, Inc. | 20 | $3.56K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $3.56K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $3.73K | 0.00% | +12+133.3% | Added |
| Sachetta, LLC | 23 | $4.09K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 25 | $4.45K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 25 | $4.45K | 0.00% | +25 | New |
| Versant Capital Management, Inc | 27 | $4.80K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 29 | $5.16K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 31 | $5.51K | 0.00% | +22+244.4% | Added |
| Clearstead Advisors, LLC | 35 | $6.23K | 0.00% | −1,354−97.5% | Reduced |
| Quent Capital, LLC | 37 | $6.58K | 0.00% | +2+5.7% | Added |
| Basecamp Wealth Advisors LLC | 38 | $6.76K | 0.00% | −24−38.7% | Reduced |
| Spire Wealth Management | 39 | $6.94K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 41 | $7.29K | 0.00% | +11+36.7% | Added |
| Farmers & Merchants Investments Inc | 42 | $7.47K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 44 | $7.83K | 0.00% | +3+7.3% | Added |
| Covestor Ltd | 45 | $8.00K | 0.01% | −36−44.4% | Reduced |
| Torren Management, LLC | 46 | $8.18K | 0.00% | −223−82.9% | Reduced |
| Clean Yield Group | 49 | $8.72K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $8.89K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 52 | $9.25K | 0.00% | −2−3.7% | Reduced |
| Smithfield Trust Co | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 68 | $12.2K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 75 | $13.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 79 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $14.4K | 0.00% | +60+285.7% | Added |
| Steward Partners Investment Advisory, LLC | 88 | $15.7K | 0.00% | +53+151.4% | Added |
| Harbor Investment Advisory, LLC | 100 | $17.8K | 0.00% | −524−84.0% | Reduced |
| Fourth Dimension Wealth, LLC | 100 | $17.8K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 120 | $21.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 120 | $21.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 146 | $26.0K | 0.00% | −50−25.5% | Reduced |
| JPL Wealth Management, LLC | 156 | $27.7K | 0.01% | +156 | New |
| Activest Wealth Management | 158 | $28.1K | 0.00% | −29−15.5% | Reduced |
| SJS Investment Consulting Inc. | 162 | $28.8K | 0.00% | −14−8.0% | Reduced |
| True Wealth Design, LLC | 172 | $30.6K | 0.01% | +88+104.8% | Added |
| Hilltop National Bank | 218 | $38.8K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 220 | $39.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 220 | $39.1K | 0.00% | −3−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 232 | $41.3K | 0.00% | −74−24.2% | Reduced |
| Wealth Preservation Advisors, LLC | 248 | $44.1K | 0.04% | +248 | New |
| SBI Securities Co., Ltd. | 270 | $48.0K | 0.00% | +4+1.5% | Added |
| Aster Capital Management (DIFC) Ltd | 293 | $48.8K | 0.02% | +77+35.6% | Added |
| Advisory Services Network, LLC | 278 | $49.4K | 0.00% | +278 | New |
| Advisor Group Holdings, Inc. | 317 | $56.5K | 0.00% | −160−33.5% | Reduced |
| Sterling Capital Management LLC | 322 | $57.3K | 0.00% | −10,563−97.0% | Reduced |
| Signaturefd, LLC | 346 | $61.5K | 0.00% | −62−15.2% | Reduced |
| Smartleaf Asset Management LLC | 356 | $63.1K | 0.00% | +42+13.4% | Added |
| DHJJ Financial Advisors, Ltd. | 360 | $64.0K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 429 | $76.3K | 0.02% | +429 | New |
| Umb Bank N A | 444 | $79.0K | 0.00% | −21−4.5% | Reduced |
| Root Financial Partners, LLC | 457 | $81.3K | 0.00% | +451+7,516.7% | Added |
| Bayforest Capital Ltd | 521 | $92.7K | 0.10% | +57+12.3% | Added |
| GAMMA Investing LLC | 586 | $104.2K | 0.00% | +303+107.1% | Added |
| Rothschild Investment LLC | 606 | $107.8K | 0.01% | +345+132.2% | Added |
| Parallel Advisors, LLC | 624 | $111.0K | 0.00% | +340+119.7% | Added |
| IFP Advisors, Inc | 717 | $127.5K | 0.00% | +208+40.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 782 | $139.1K | 0.00% | −231,783−99.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 845 | $150.6K | 0.00% | +61+7.8% | Added |