| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 1 | $70 | 0.00% | −528−99.8% | Reduced |
| Cornerstone Planning Group LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $140 | 0.00% | −28−93.3% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $140 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $140 | 0.00% | +1+100.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 2 | $166 | 0.00% | +2 | New |
| GPS Wealth Strategies Group, LLC | 3 | $211 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $280 | 0.00% | +3+300.0% | Added |
| HFM Investment Advisors, LLC | 4 | $281 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 6 | $422 | 0.00% | −2−25.0% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $491 | 0.00% | +1+16.7% | Added |
| Raleigh Capital Management Inc. | 7 | $500 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 8 | $562 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $632 | 0.00% | +9 | New |
| TD Private Client Wealth LLC | 10 | $702 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $716 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 11 | $772 | 0.00% | −134−92.4% | Reduced |
| UMA Financial Services, Inc. | 11 | $773 | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 11 | $773 | 0.00% | +11 | New |
| Huntington National Bank | 12 | $842 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $843 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | −21,328−99.9% | Reduced |
| Park Square Financial Group, LLC | 19 | $1.33K | 0.00% | +19 | New |
| Kilter Group LLC | 19 | $1.33K | 0.00% | +19 | New |
| St Germain D J Co Inc | 21 | $1.47K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 21 | $1.47K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $1.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $1.61K | 0.00% | +23 | New |
| Private Trust Co NA | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 28 | $1.97K | 0.00% | +10+55.6% | Added |
| Headlands Technologies LLC | 29 | $2.04K | 0.00% | −3,452−99.2% | Reduced |
| Capital A Wealth Management, LLC | 25 | $2.10K | 0.02% | +25 | New |
| Assetmark, Inc | 38 | $2.65K | 0.00% | +36+1,800.0% | Added |
| FSA Wealth Management LLC | 39 | $2.74K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 | $2.88K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $3.23K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $3.37K | 0.00% | +4+9.1% | Added |
| TD Waterhouse Canada Inc. | 50 | $3.58K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 55 | $4.00K | 0.00% | −124−69.3% | Reduced |
| Smithfield Trust Co | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 68 | $4.77K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 70 | $4.90K | 0.00% | −2−2.8% | Reduced |
| Hemington Wealth Management | 81 | $5.00K | 0.00% | +23+39.7% | Added |
| Hantz Financial Services, Inc. | 86 | $6.00K | 0.00% | +77+855.6% | Added |
| Anchor Investment Management, LLC | 100 | $7.02K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $7.02K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 103 | $7.23K | 0.00% | −204−66.4% | Reduced |
| Private Wealth Management Group, LLC | 103 | $7.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $7.58K | 0.00% | +14+14.9% | Added |
| Farther Finance Advisors, LLC | 120 | $8.40K | 0.00% | −35−22.6% | Reduced |
| Skopos Labs, Inc. | 126 | $8.80K | 0.00% | +107+563.2% | Added |
| Massmutual Trust Co FSB | 127 | $8.91K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 127 | $8.92K | 0.00% | +127 | New |
| MAI Capital Management | 128 | $8.99K | 0.00% | +12+10.3% | Added |
| Rothschild Investment LLC | 128 | $8.99K | 0.00% | +60+88.2% | Added |
| Sterling Capital Management LLC | 136 | $9.55K | 0.00% | +77+130.5% | Added |
| Geneos Wealth Management Inc. | 149 | $10.5K | 0.00% | +31+26.3% | Added |
| Bessemer Group Inc | 162 | $11.0K | 0.00% | −13−7.4% | Reduced |
| Richardson Financial Services Inc. | 156 | $11.2K | 0.01% | +81+108.0% | Added |
| True Wealth Design, LLC | 163 | $11.4K | 0.00% | +144+757.9% | Added |
| Rexford Capital Inc | 172 | $12.1K | 0.01% | +172 | New |
| Jones Financial Companies LLLP | 173 | $12.1K | 0.00% | +9+5.5% | Added |
| Hopwood Financial Services, Inc. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 203 | $14.3K | 0.00% | +39+23.8% | Added |
| Steward Partners Investment Advisory, LLC | 228 | $16.0K | 0.00% | −27−10.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 240 | $16.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 254 | $17.9K | 0.01% | +1+0.4% | Added |
| Signaturefd, LLC | 257 | $18.0K | 0.00% | +105+69.1% | Added |
| Westside Investment Management, Inc. | 260 | $18.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 262 | $18.4K | 0.00% | +260+13,000.0% | Added |
| Global Retirement Partners, LLC | 267 | $18.7K | 0.00% | +267 | New |
| Ci Investments Inc. | 278 | $20.0K | 0.00% | −4−1.4% | Reduced |
| SRS Capital Advisors, Inc. | 289 | $20.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 331 | $23.2K | 0.00% | +60+22.1% | Added |
| J.Safra Asset Management Corp | 366 | $25.7K | 0.00% | −147−28.7% | Reduced |
| Essential Partners LLC | 368 | $25.8K | 0.01% | +368 | New |
| Principal Securities, Inc. | 403 | $28.3K | 0.00% | +351+675.0% | Added |
| JFS Wealth Advisors, LLC | 434 | $30.4K | 0.00% | −21−4.6% | Reduced |
| Optiver Holding B.V. | 465 | $32.6K | 0.00% | −20−4.1% | Reduced |
| Fifth Third Bancorp | 480 | $33.7K | 0.00% | −77−13.8% | Reduced |
| Canada Pension Plan Investment Board | 500 | $35.1K | 0.00% | +500 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 563 | $40.0K | 0.00% | +563 | New |
| Danske Bank A/S | 600 | $42.1K | 0.00% | +600 | New |
| Nomura Asset Management Co Ltd | 620 | $43.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 631 | $44.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 800 | $56.2K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 805 | $56.5K | 0.00% | +610+312.8% | Added |
| Umb Bank N A | 833 | $58.5K | 0.00% | +227+37.5% | Added |
| Bayforest Capital Ltd | 870 | $61.1K | 0.03% | +870 | New |
| Parkside Financial Bank & Trust | 879 | $61.7K | 0.01% | +157+21.7% | Added |
| Painted Porch Advisors LLC | 944 | $66.3K | 0.03% | −95−9.1% | Reduced |
| Parallel Advisors, LLC | 970 | $68.1K | 0.00% | +111+12.9% | Added |
| NBC Securities, Inc. | 1,150 | $80.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,174 | $82.4K | 0.01% | +442+60.4% | Added |
| LRI Investments, LLC | 1,249 | $87.7K | 0.01% | −584−31.9% | Reduced |
| IFP Advisors, Inc | 1,558 | $109.3K | 0.00% | +646+70.8% | Added |
| Ronald Blue Trust, Inc. | 1,609 | $113.0K | 0.00% | +381+31.0% | Added |
| Gitterman Wealth Management, LLC | 1,622 | $113.9K | 0.03% | +1,622 | New |
| Larson Financial Group LLC | 1,642 | $115.3K | 0.00% | +109+7.1% | Added |
