| TD Private Client Wealth LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $143 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $143 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $143 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 2 | $287 | 0.00% | −4−66.7% | Reduced |
| Fortitude Family Office, LLC | 3 | $430 | 0.00% | +3 | New |
| Kestra Investment Management, LLC | 5 | $502 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $573 | 0.00% | −3−42.9% | Reduced |
| Bokf, NA | 4 | $573 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $573 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4 | $573 | 0.00% | +4 | New |
| CIBC Private Wealth Group, LLC | 4 | $573 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $574 | 0.00% | −5−55.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $574 | 0.00% | −5−55.6% | Reduced |
| American Capital Advisory, LLC | 4 | $574 | 0.00% | −3−42.9% | Reduced |
| Quaker Wealth Management, LLC | 4 | $574 | 0.00% | +4 | New |
| Federation des caisses Desjardins du Quebec | 5 | $716 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $717 | 0.00% | +1+25.0% | Added |
| Cornerstone Planning Group LLC | 6 | $824 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $860 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $860 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 8 | $1.15K | 0.00% | +6+300.0% | Added |
| Caitong International Asset Management Co., Ltd | 11 | $1.58K | 0.00% | −945−98.8% | Reduced |
| MV Capital Management, Inc. | 12 | $1.72K | 0.00% | +4+50.0% | Added |
| Ronald Blue Trust, Inc. | 13 | $1.86K | 0.00% | +13 | New |
| Hemington Wealth Management | 19 | $2.00K | 0.00% | +5+35.7% | Added |
| Avion Wealth | 14 | $2.00K | 0.00% | +12+600.0% | Added |
| Rothschild Investment LLC | 14 | $2.01K | 0.00% | +11+366.7% | Added |
| Prestige Wealth Management Group LLC | 14 | $2.01K | 0.00% | +14 | New |
| Bogart Wealth, LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $2.15K | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $2.15K | 0.00% | +15 | New |
| Riggs Asset Managment Co. Inc. | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 19 | $2.64K | 0.00% | +10+111.1% | Added |
| Whittier Trust Co of Nevada Inc | 20 | $2.87K | 0.00% | +20 | New |
| LGT Financial Advisors LLC | 20 | $2.87K | 0.01% | +20 | New |
| Cape Investment Advisory, Inc. | 21 | $3.01K | 0.00% | +21 | New |
| SBI Securities Co., Ltd. | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 22 | $3.15K | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 23 | $3.30K | 0.00% | −8−25.8% | Reduced |
| True Wealth Design, LLC | 23 | $3.30K | 0.00% | +15+187.5% | Added |
| Aventura Private Wealth, LLC | 26 | $3.73K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 28 | $3.94K | 0.00% | −27−49.1% | Reduced |
| Leonteq Securities AG | 28 | $4.01K | 0.00% | +28 | New |
| Sachetta, LLC | 29 | $4.16K | 0.00% | +29 | New |
| Private Wealth Management Group, LLC | 35 | $5.02K | 0.00% | −4−10.3% | Reduced |
| Bare Financial Services, Inc | 37 | $5.30K | 0.00% | +24+184.6% | Added |
| LRI Investments, LLC | 41 | $5.84K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $6.45K | 0.00% | +8+21.6% | Added |
| Activest Wealth Management | 50 | $7.17K | 0.00% | +50 | New |
| Tortoise Investment Management, LLC | 51 | $7.31K | 0.00% | +1+2.0% | Added |
| Quarry LP | 66 | $9.46K | 0.00% | −48−42.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $10.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 83 | $11.9K | 0.00% | +8+10.7% | Added |
| Parkside Financial Bank & Trust | 85 | $12.2K | 0.00% | +60+240.0% | Added |
| Clearstead Advisors, LLC | 90 | $12.9K | 0.00% | +80+800.0% | Added |
| Westside Investment Management, Inc. | 95 | $13.1K | 0.00% | +95 | New |
| Bell Investment Advisors, Inc | 92 | $13.2K | 0.00% | +25+37.3% | Added |
| Rakuten Securities, Inc. | 100 | $14.3K | 0.01% | +94+1,566.7% | Added |
| NewSquare Capital LLC | 102 | $14.6K | 0.00% | +37+56.9% | Added |
| Ci Investments Inc. | 105 | $15.0K | 0.00% | +3+2.9% | Added |
| Park Place Capital Corp | 110 | $15.1K | 0.00% | +11+11.1% | Added |
| Headlands Technologies LLC | 109 | $15.6K | 0.00% | +109 | New |
| Twin Peaks Wealth Advisors, LLC | 137 | $17.2K | 0.01% | +137 | New |
| EverSource Wealth Advisors, LLC | 123 | $17.6K | 0.00% | −38−23.6% | Reduced |
| Geneos Wealth Management Inc. | 131 | $18.8K | 0.00% | +5+4.0% | Added |
| Covestor Ltd | 130 | $19.0K | 0.01% | −4−3.0% | Reduced |
| Smartleaf Asset Management LLC | 138 | $19.6K | 0.00% | −116−45.7% | Reduced |
| Brown Brothers Harriman & Co | 143 | $20.5K | 0.00% | +82+134.4% | Added |
| Key Financial Inc | 148 | $21.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 148 | $21.2K | 0.01% | +30+25.4% | Added |
| Optiver Holding B.V. | 160 | $22.9K | 0.00% | −80−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 162 | $23.2K | 0.00% | +127+362.9% | Added |
| MCF Advisors LLC | 172 | $24.6K | 0.00% | +11+6.8% | Added |
| Global Retirement Partners, LLC | 203 | $29.1K | 0.00% | +203 | New |
| Hantz Financial Services, Inc. | 211 | $30.0K | 0.00% | +134+174.0% | Added |
| Private Wealth Asset Management, LLC | 210 | $30.1K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 243 | $34.8K | 0.01% | −5−2.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 250 | $35.8K | 0.03% | +250 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $38.7K | 0.01% | +200+285.7% | Added |
| Farther Finance Advisors, LLC | 273 | $39.1K | 0.00% | −17−5.9% | Reduced |
| Bayforest Capital Ltd | 300 | $43.0K | 0.02% | −2,002−87.0% | Reduced |
| Atticus Wealth Management, LLC | 300 | $43.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 301 | $43.1K | 0.00% | +175+138.9% | Added |
| Versant Capital Management, Inc | 302 | $43.3K | 0.01% | +17+6.0% | Added |
| Beaird Harris Wealth Management, LLC | 325 | $46.6K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 332 | $47.5K | 0.00% | +332 | New |
| Bessemer Group Inc | 347 | $50.0K | 0.00% | +106+44.0% | Added |
| Larson Financial Group LLC | 350 | $50.2K | 0.00% | −357−50.5% | Reduced |
| First Horizon Advisors, Inc. | 362 | $51.9K | 0.00% | +192+112.9% | Added |
| Mount Yale Investment Advisors, LLC | 503 | $72.1K | 0.01% | +503 | New |
| Massmutual Trust Co FSB | 522 | $74.8K | 0.00% | +178+51.7% | Added |
| Umb Bank N A | 568 | $81.4K | 0.00% | −102−15.2% | Reduced |
| Jones Financial Companies LLLP | 588 | $83.6K | 0.00% | +165+39.0% | Added |
| Advisors Asset Management, Inc. | 597 | $85.5K | 0.00% | +112+23.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 602 | $86.0K | 0.00% | +602 | New |
| Huntington National Bank | 632 | $90.6K | 0.00% | +185+41.4% | Added |
| State of Wyoming | 690 | $98.9K | 0.01% | −945−57.8% | Reduced |
