| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $179 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $179 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $182 | 0.00% | +1 | New |
| LRI Investments, LLC | 2 | $357 | 0.00% | −248−99.2% | Reduced |
| Financial Management Professionals, Inc. | 2 | $357 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $357 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $357 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $536 | 0.00% | −8−72.7% | Reduced |
| Bare Financial Services, Inc | 3 | $536 | 0.00% | +3 | New |
| Point Nemo Capital, LLC | 3 | $556 | 0.00% | −4,986−99.9% | Reduced |
| Cornerstone Financial Management LLC | 4 | $714 | 0.00% | −3−42.9% | Reduced |
| Whipplewood Advisors, LLC | 5 | $893 | 0.00% | −40−88.9% | Reduced |
| Rialto Wealth Management, LLC | 5 | $893 | 0.00% | −8−61.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $893 | 0.00% | −3−37.5% | Reduced |
| Torren Management, LLC | 5 | $893 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 5 | $893 | 0.00% | +4+400.0% | Added |
| Keating Financial Advisory Services, Inc. | 6 | $1.07K | 0.00% | −16−72.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.07K | 0.00% | −7−53.8% | Reduced |
| Spire Wealth Management | 6 | $1.07K | 0.00% | −2−25.0% | Reduced |
| HFM Investment Advisors, LLC | 7 | $1.25K | 0.00% | +3+75.0% | Added |
| SJS Investment Consulting Inc. | 8 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $1.43K | 0.00% | +5+166.7% | Added |
| High Note Wealth, LLC | 8 | $1.43K | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 9 | $1.61K | 0.00% | −5−35.7% | Reduced |
| Millstone Evans Group, LLC | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $1.61K | 0.00% | +9 | New |
| Creative Capital Management Investments LLC | 9 | $1.61K | 0.00% | +9 | New |
| Glen Eagle Advisors, LLC | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $1.79K | 0.00% | +3+42.9% | Added |
| Cornerstone Planning Group LLC | 10 | $1.84K | 0.00% | −1−9.1% | Reduced |
| Fulcrum Asset Management LLP | 11 | $1.88K | 0.00% | +11 | New |
| Pinnacle Wealth Planning Services, Inc. | 11 | $1.96K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 12 | $2.14K | 0.00% | +12 | New |
| Manning & Napier Advisors LLC | 13 | $2.22K | 0.00% | +13 | New |
| Fortitude Family Office, LLC | 15 | $2.68K | 0.00% | −16−51.6% | Reduced |
| AdvisorNet Financial, Inc | 15 | $2.68K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 15 | $2.68K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 18 | $3.21K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $3.57K | 0.00% | +2+11.1% | Added |
| IMA Wealth, Inc. | 21 | $3.75K | 0.00% | +7+50.0% | Added |
| Synergy Investment Management, LLC | 21 | $4.14K | 0.00% | +21 | New |
| Vermillion Wealth Management, Inc. | 24 | $4.29K | 0.00% | −3−11.1% | Reduced |
| Ameriflex Group, Inc. | 24 | $4.29K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 26 | $4.64K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 27 | $4.82K | 0.00% | −16−37.2% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $5.00K | 0.00% | −6−17.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 29 | $5.24K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 33 | $5.89K | 0.00% | −7,880−99.6% | Reduced |
| Atlantic Trust, LLC | 33 | $5.89K | 0.00% | −7−17.5% | Reduced |
| Group One Trading, L.P. | 35 | $6.25K | 0.00% | +35 | New |
| Private Trust Co NA | 36 | $6.43K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 40 | $6.83K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $7.14K | 0.00% | −49−55.1% | Reduced |
| Owl Creek Wealth Partners LLC | 40 | $7.14K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 41 | $7.32K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 42 | $7.50K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 43 | $7.80K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 45 | $8.16K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 48 | $8.57K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $8.93K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $8.93K | 0.00% | −4−7.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 50 | $8.97K | 0.00% | −4−7.4% | Reduced |
| Rosenberg Matthew Hamilton | 52 | $9.29K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 53 | $9.46K | 0.00% | +53 | New |
| Harbour Investments, Inc. | 56 | $9.97K | 0.00% | +22+64.7% | Added |
| Central Trust Co | 56 | $10.0K | 0.00% | −6−9.7% | Reduced |
| True Wealth Design, LLC | 59 | $10.5K | 0.00% | +6+11.3% | Added |
| Quent Capital, LLC | 59 | $10.6K | 0.00% | −11−15.7% | Reduced |
| Old Second National Bank of Aurora | 60 | $10.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $10.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 62 | $11.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 65 | $11.6K | 0.00% | +1+1.6% | Added |
| Ares Financial Consulting, LLC | 69 | $12.3K | 0.01% | +9+15.0% | Added |
| ZRC Wealth Management, LLC | 70 | $12.5K | 0.00% | −25−26.3% | Reduced |
| Manchester Capital Management LLC | 70 | $12.5K | 0.00% | +26+59.1% | Added |
| Whittier Trust Co | 72 | $13.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 76 | $13.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 76 | $13.6K | 0.00% | −115−60.2% | Reduced |
| Horizon Investments, LLC | 78 | $13.9K | 0.00% | −48−38.1% | Reduced |
| Ameritas Advisory Services, LLC | 83 | $14.9K | 0.00% | +83 | New |
| PlanVest Financial, Inc | 88 | $15.7K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 92 | $16.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 104 | $18.6K | 0.00% | +41+65.1% | Added |
| Retirement Wealth Solutions LLC | 105 | $18.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 110 | $19.7K | 0.00% | −529−82.8% | Reduced |
| WPG Advisers, LLC | 113 | $20.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 116 | $20.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 129 | $23.0K | 0.01% | −354−73.3% | Reduced |
