| Salomon & Ludwin, LLC | 3 | $399 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $403 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $404 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 4 | $538 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $539 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $539 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $807 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 6 | $808 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 15 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $2.02K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $2.02K | 0.00% | +15 | New |
| Whittier Trust Co of Nevada Inc | 16 | $2.15K | 0.00% | +16 | New |
| Legacy Wealth Managment, LLC | 17 | $2.29K | 0.00% | −11−39.3% | Reduced |
| Legacy Investment Solutions, LLC | 17 | $2.29K | 0.00% | +17 | New |
| Kilter Group LLC | 17 | $2.29K | 0.00% | +17 | New |
| Cheviot Value Management, LLC | 18 | $2.31K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $2.56K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 20 | $2.69K | 0.00% | −24−54.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 20 | $2.69K | 0.00% | +20 | New |
| Rakuten Securities, Inc. | 25 | $3.37K | 0.00% | −48−65.8% | Reduced |
| TD Waterhouse Canada Inc. | 25 | $3.37K | 0.00% | +24+2,400.0% | Added |
| Clearstead Advisors, LLC | 27 | $3.63K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 27 | $3.63K | 0.00% | +27 | New |
| Mark Sheptoff Financial Planning, LLC | 31 | $4.17K | 0.00% | +31 | New |
| GAMMA Investing LLC | 32 | $4.31K | 0.00% | +7+28.0% | Added |
| Geneos Wealth Management Inc. | 36 | $4.84K | 0.00% | +6+20.0% | Added |
| Harbour Investments, Inc. | 40 | $5.38K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $6.33K | 0.00% | +12+34.3% | Added |
| Washington Trust Advisors, Inc. | 50 | $6.74K | 0.00% | +50 | New |
| LRI Investments, LLC | 51 | $6.80K | 0.00% | +51 | New |
| Medallion Wealth Advisors, LLC | 52 | $7.01K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 54 | $7.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 57 | $7.67K | 0.00% | +57 | New |
| Binnacle Investments Inc | 61 | $8.21K | 0.01% | +14+29.8% | Added |
| Boreal Capital Management LLC | 70 | $9.42K | 0.01% | +70 | New |
| Brown Brothers Harriman & Co | 74 | $9.96K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 75 | $10.1K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 83 | $11.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 101 | $13.6K | 0.00% | +101 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 103 | $13.9K | 0.00% | −66−39.1% | Reduced |
| Bell Investment Advisors, Inc | 112 | $15.1K | 0.00% | +35+45.5% | Added |
| Park Square Financial Group, LLC | 116 | $15.6K | 0.01% | +116 | New |
| Twin Peaks Wealth Advisors, LLC | 121 | $15.8K | 0.01% | +121 | New |
| BNP Paribas | 120 | $16.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 126 | $17.0K | 0.00% | +126 | New |
| JFS Wealth Advisors, LLC | 131 | $17.6K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 131 | $17.6K | 0.01% | +10+8.3% | Added |
| Westside Investment Management, Inc. | 165 | $22.2K | 0.00% | +165 | New |
| Bank of Jackson Hole Trust | 175 | $23.6K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 180 | $24.2K | 0.01% | +180 | New |
| Financial Management Professionals, Inc. | 184 | $24.8K | 0.00% | −12−6.1% | Reduced |
| NewSquare Capital LLC | 185 | $24.9K | 0.00% | +107+137.2% | Added |
| Private Trust Co NA | 194 | $26.1K | 0.00% | +141+266.0% | Added |
| Lavaca Capital LLC | 210 | $28.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 220 | $29.6K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 226 | $30.4K | 0.01% | +226 | New |
| LOM Asset Management Ltd | 230 | $31.0K | 0.01% | +230 | New |
| Reyes Financial Architecture, Inc. | 245 | $33.0K | 0.03% | +226+1,189.5% | Added |
| Richardson Financial Services Inc. | 246 | $33.2K | 0.02% | +246 | New |
| West Oak Capital, LLC | 250 | $33.6K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 250 | $34.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 257 | $34.6K | 0.00% | +158+159.6% | Added |
| Umb Bank N A | 290 | $39.0K | 0.00% | +290 | New |
| CWM, LLC | 300 | $40.0K | 0.00% | +14+4.9% | Added |
| Core Alternative Capital | 300 | $40.4K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 315 | $41.8K | 0.00% | +315 | New |
| Atlas Capital Advisors LLC | 338 | $45.5K | 0.01% | +338 | New |
| Smartleaf Asset Management LLC | 383 | $50.8K | 0.00% | +372+3,381.8% | Added |
| Pinnacle Bancorp, Inc. | 455 | $61.2K | 0.02% | +402+758.5% | Added |
| First Horizon Advisors, Inc. | 515 | $69.3K | 0.00% | +484+1,561.3% | Added |
| EverSource Wealth Advisors, LLC | 542 | $72.9K | 0.00% | +280+106.9% | Added |
| Highline Wealth Partners LLC | 547 | $73.6K | 0.02% | +23+4.4% | Added |
| Caitong International Asset Management Co., Ltd | 583 | $78.5K | 0.06% | +580+19,333.3% | Added |
| STRS Ohio | 608 | $81.8K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 614 | $82.6K | 0.00% | +112+22.3% | Added |
| Allworth Financial LP | 623 | $83.8K | 0.00% | +5+0.8% | Added |
| Bessemer Group Inc | 662 | $89.0K | 0.00% | +662 | New |
| Huntington National Bank | 684 | $92.1K | 0.00% | −41−5.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 688 | $92.6K | 0.00% | +40+6.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $94.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 700 | $94.2K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 771 | $104.0K | 0.00% | −4,476−85.3% | Reduced |
| Compagnie Lombard Odier SCmA | 800 | $107.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 804 | $108.2K | 0.00% | −182−18.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,110 | $149.4K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,160 | $156.0K | 0.00% | −464−28.6% | Reduced |
| SBI Securities Co., Ltd. | 1,171 | $157.6K | 0.00% | +228+24.2% | Added |
| Transamerica Financial Advisors, Inc. | 1,181 | $158.9K | 0.01% | +1,181 | New |
| Asset Dedication, LLC | 1,360 | $183.0K | 0.01% | −153−10.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,396 | $187.9K | 0.09% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,400 | $188.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,500 | $201.9K | 0.00% | +1,500 | New |
| J Hagan Capital, Inc. | 1,501 | $206.2K | 0.14% | +1,501 | New |
| Snowden Capital Advisors LLC | 1,540 | $207.3K | 0.01% | +1,540 | New |
| Rosenberg Matthew Hamilton | 1,572 | $211.6K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,574 | $211.8K | 0.00% | +1,574 | New |