| TD Private Client Wealth LLC | 1 | $217 | 0.00% | −4−80.0% | Reduced |
| Signature Equity Partners, LLC | 1 | $217 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $217 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $217 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $217 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $433 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $650 | 0.00% | −74−96.1% | Reduced |
| HFM Investment Advisors, LLC | 3 | $650 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $650 | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $651 | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 4 | $867 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $867 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $867 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $1.25K | 0.00% | −1−14.3% | Reduced |
| Park Place Capital Corp | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.30K | 0.00% | −1−14.3% | Reduced |
| Rialto Wealth Management, LLC | 6 | $1.30K | 0.00% | +2+50.0% | Added |
| Hughes Financial Services, LLC | 7 | $1.52K | 0.00% | +1+16.7% | Added |
| Avion Wealth | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $2.17K | 0.00% | +5+100.0% | Added |
| True Wealth Design, LLC | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 12 | $2.60K | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 13 | $2.82K | 0.00% | +13 | New |
| Marshall & Sterling Wealth Advisors Inc. | 15 | $3.25K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $3.47K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 16 | $3.47K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $3.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $4.12K | 0.00% | +7+58.3% | Added |
| Meeder Asset Management Inc | 21 | $4.55K | 0.00% | +3+16.7% | Added |
| MidFirst Bank | 25 | $5.42K | 0.00% | −1,304−98.1% | Reduced |
| Westfuller Advisors, LLC | 28 | $6.12K | 0.00% | −3−9.7% | Reduced |
| Larson Financial Group LLC | 30 | $6.50K | 0.00% | +20+200.0% | Added |
| JFS Wealth Advisors, LLC | 32 | $6.93K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 33 | $7.15K | 0.00% | +33 | New |
| Ronald Blue Trust, Inc. | 36 | $7.80K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 36 | $7.80K | 0.00% | +25+227.3% | Added |
| Parkside Financial Bank & Trust | 42 | $9.10K | 0.00% | −355−89.4% | Reduced |
| Bogart Wealth, LLC | 44 | $9.54K | 0.00% | +17+63.0% | Added |
| Alerus Financial NA | 45 | $9.75K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 45 | $9.75K | 0.00% | +45 | New |
| CVA Family Office, LLC | 47 | $10.2K | 0.00% | +47 | New |
| Private Trust Co NA | 48 | $10.4K | 0.00% | −15−23.8% | Reduced |
| Fortitude Family Office, LLC | 49 | $10.6K | 0.00% | +15+44.1% | Added |
| Golden State Equity Partners | 50 | $10.8K | 0.00% | +50 | New |
| Advocate Investing Services LLC | 54 | $11.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 56 | $12.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 57 | $12.4K | 0.00% | −9−13.6% | Reduced |
| Bell Investment Advisors, Inc | 57 | $12.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 59 | $12.8K | 0.00% | +48+436.4% | Added |
| Owl Creek Wealth Partners LLC | 60 | $13.0K | 0.00% | +60 | New |
| Leonteq Securities AG | 63 | $13.7K | 0.00% | −3,737−98.3% | Reduced |
| LRI Investments, LLC | 65 | $14.1K | 0.00% | −910−93.3% | Reduced |
| Salomon & Ludwin, LLC | 65 | $14.3K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 73 | $15.8K | 0.00% | +73 | New |
| JPL Wealth Management, LLC | 75 | $16.3K | 0.00% | +75 | New |
| CoreCap Advisors, LLC | 77 | $16.7K | 0.00% | −40−34.2% | Reduced |
| MCF Advisors LLC | 85 | $18.4K | 0.00% | +53+165.6% | Added |
| International Assets Investment Management, LLC | 85 | $19.0K | 0.00% | +85 | New |
| Armstrong Advisory Group, Inc | 89 | $19.3K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 94 | $20.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 93 | $20.7K | 0.00% | −13−12.3% | Reduced |
| Hallmark Capital Management Inc | 96 | $20.8K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 96 | $20.8K | 0.01% | +1+1.1% | Added |
| Rakuten Securities, Inc. | 112 | $24.3K | 0.01% | +107+2,140.0% | Added |
| Measured Wealth Private Client Group, LLC | 115 | $24.9K | 0.01% | −32−21.8% | Reduced |
| V-Square Quantitative Management LLC | 117 | $25.4K | 0.00% | +117 | New |
| SBI Securities Co., Ltd. | 118 | $25.6K | 0.00% | −29−19.7% | Reduced |
| Brown Brothers Harriman & Co | 121 | $26.2K | 0.00% | +6+5.2% | Added |
| Huntington National Bank | 123 | $26.7K | 0.00% | −9−6.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 127 | $27.3K | 0.00% | −42−24.9% | Reduced |
| Vega Investment Solutions | 127 | $27.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 142 | $31.0K | 0.02% | −90−38.8% | Reduced |
| RWM Asset Management, LLC | 155 | $33.6K | 0.00% | +155 | New |
| Nomura Asset Management Co Ltd | 160 | $34.7K | 0.00% | −100−38.5% | Reduced |
| Umb Bank N A | 162 | $35.1K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 210 | $45.5K | 0.01% | +30+16.7% | Added |
| Silicon Valley Capital Partners | 223 | $48.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 236 | $51.1K | 0.00% | −151−39.0% | Reduced |
| Optiver Holding B.V. | 237 | $51.4K | 0.00% | +39+19.7% | Added |
| Quadrant Capital Group LLC | 239 | $51.8K | 0.00% | −57−19.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 244 | $52.9K | 0.01% | −7−2.8% | Reduced |
| MAI Capital Management | 261 | $56.6K | 0.00% | +126+93.3% | Added |
| Opal Wealth Advisors, LLC | 264 | $57.2K | 0.01% | +264 | New |
| Sunbelt Securities, Inc. | 274 | $59.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 324 | $70.2K | 0.01% | +140+76.1% | Added |
| Public Employees Retirement System of Ohio | 336 | $72.8K | 0.00% | −56−14.3% | Reduced |
| Nkcfo LLC | 390 | $85.0K | 0.03% | +390 | New |
| Root Financial Partners, LLC | 393 | $85.2K | 0.00% | +25+6.8% | Added |
| Smartleaf Asset Management LLC | 422 | $85.3K | 0.00% | −17−3.9% | Reduced |
| GWM Advisors LLC | 405 | $87.8K | 0.00% | −275−40.4% | Reduced |
| Versant Capital Management, Inc | 406 | $88.0K | 0.01% | −3−0.7% | Reduced |
| Banque Cantonale Vaudoise | 416 | $90.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 422 | $91.5K | 0.00% | +3+0.7% | Added |
| Toth Financial Advisory Corp | 450 | $97.5K | 0.01% | +50+12.5% | Added |
| First Horizon Corp | 543 | $117.7K | 0.00% | −50−8.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 553 | $119.8K | 0.02% | +523+1,743.3% | Added |
| Central Pacific Bank - Trust Division | 600 | $130.0K | 0.02% | 00.0% | Unchanged |
