| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Rothschild Investment LLC | 1 | $121 | 0.00% | +1 | New |
| Clear Street Markets LLC | 1 | $121 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $121 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $121 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $121 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 2 | $242 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $243 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $243 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $360 | 0.00% | +1+50.0% | Added |
| Bare Financial Services, Inc | 3 | $364 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $400 | 0.00% | +1+50.0% | Added |
| Global Financial Private Client, LLC | 4 | $485 | 0.00% | +2+100.0% | Added |
| CVA Family Office, LLC | 4 | $485 | 0.00% | +4 | New |
| Sachetta, LLC | 4 | $486 | 0.00% | −21−84.0% | Reduced |
| WealthTrak Capital Management LLC | 4 | $486 | 0.00% | −2−33.3% | Reduced |
| American Capital Advisory, LLC | 4 | $486 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $486 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 5 | $607 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $607 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $607 | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $607 | 0.00% | +5 | New |
| ORG Partners LLC | 5 | $615 | 0.00% | +5 | New |
| Cullen/Frost Bankers, Inc. | 7 | $849 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 7 | $849 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 7 | $849 | 0.00% | +7 | New |
| TD Capital Management LLC | 8 | $971 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $1.09K | 0.00% | −2−18.2% | Reduced |
| SJS Investment Consulting Inc. | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $1.46K | 0.00% | −40,870−100.0% | Reduced |
| NewSquare Capital LLC | 12 | $1.46K | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 12 | $1.48K | 0.00% | +12 | New |
| Ronald Blue Trust, Inc. | 13 | $1.58K | 0.00% | −822−98.4% | Reduced |
| Neo Ivy Capital Management | 14 | $1.70K | 0.00% | +14 | New |
| SRS Capital Advisors, Inc. | 14 | $1.70K | 0.00% | +14 | New |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $1.82K | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 44 | $1.94K | 0.00% | +16+57.1% | Added |
| Northwestern Mutual Wealth Management Co | 16 | $1.94K | 0.00% | −2−11.1% | Reduced |
| Key Financial Inc | 16 | $1.94K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $1.94K | 0.00% | +4+33.3% | Added |
| Wolff Wiese Magana LLC | 16 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 17 | $2.06K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $2.19K | 0.00% | +15+500.0% | Added |
| South State Corp. | 18 | $2.19K | 0.00% | +18 | New |
| Kestra Investment Management, LLC | 19 | $2.31K | 0.00% | −135−87.7% | Reduced |
| High Note Wealth, LLC | 23 | $2.79K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 25 | $3.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $3.15K | 0.00% | −2−7.1% | Reduced |
| WPG Advisers, LLC | 28 | $3.40K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 29 | $3.52K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 30 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $3.88K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 32 | $3.88K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 34 | $4.13K | 0.00% | −7−17.1% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $4.13K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 36 | $4.37K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 37 | $4.49K | 0.00% | +17+85.0% | Added |
| Colonial Trust Co | 37 | $4.49K | 0.00% | −1−2.6% | Reduced |
| Tidemark, LLC | 39 | $4.73K | 0.00% | +39 | New |
| Tradewinds Capital Management, LLC | 41 | $4.97K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 47 | $5.70K | 0.00% | +47 | New |
| Creative Financial Designs Inc | 48 | $5.82K | 0.00% | +8+20.0% | Added |
| Hexagon Capital Partners LLC | 49 | $5.95K | 0.00% | −72−59.5% | Reduced |
| Harvest Fund Management Co., Ltd | 53 | $6.00K | 0.00% | −1,146−95.6% | Reduced |
| MAI Capital Management | 50 | $6.07K | 0.00% | −3−5.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 56 | $7.00K | 0.00% | −19,525−99.7% | Reduced |
| Hemington Wealth Management | 61 | $7.00K | 0.00% | +3+5.2% | Added |
| Washington Trust Advisors, Inc. | 86 | $10.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 86 | $10.5K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 93 | $11.3K | 0.00% | +93 | New |
| Danske Bank A/S | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 104 | $12.6K | 0.00% | +73+235.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 113 | $13.7K | 0.01% | −97−46.2% | Reduced |
| Aventura Private Wealth, LLC | 115 | $14.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 115 | $14.0K | 0.01% | +15+15.0% | Added |
| Wayfinding Financial, LLC | 123 | $14.0K | 0.01% | +123 | New |
| Mather Group, LLC. | 120 | $14.6K | 0.00% | −44−26.8% | Reduced |
| Huntington National Bank | 130 | $15.8K | 0.00% | −602−82.2% | Reduced |
| Nomura Asset Management Co Ltd | 130 | $15.8K | 0.00% | +130 | New |
| Parkside Financial Bank & Trust | 132 | $16.0K | 0.00% | +38+40.4% | Added |
| Allworth Financial LP | 147 | $18.5K | 0.00% | +79+116.2% | Added |
| Jones Financial Companies LLLP | 155 | $18.9K | 0.00% | −26−14.4% | Reduced |
| Clearstead Advisors, LLC | 163 | $19.8K | 0.00% | −51−23.8% | Reduced |
| Cloud Capital Management, LLC | 169 | $20.0K | 0.01% | +169 | New |
| EverSource Wealth Advisors, LLC | 188 | $22.8K | 0.00% | +123+189.2% | Added |
| Smithfield Trust Co | 201 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 198 | $24.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $24.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 225 | $27.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 236 | $28.6K | 0.00% | +151+177.6% | Added |
| Banque Cantonale Vaudoise | 235 | $29.0K | 0.00% | +235 | New |
| Migdal Insurance & Financial Holdings Ltd. | 244 | $30.0K | 0.00% | +108+79.4% | Added |
| Larson Financial Group LLC | 266 | $32.3K | 0.00% | +259+3,700.0% | Added |
| SBI Securities Co., Ltd. | 270 | $32.8K | 0.00% | +11+4.2% | Added |
| CIBC Private Wealth Group, LLC | 345 | $36.4K | 0.00% | +8+2.4% | Added |
| Park Place Capital Corp | 304 | $36.9K | 0.01% | +52+20.6% | Added |
| Picton Mahoney Asset Management | 324 | $39.0K | 0.00% | −49,731−99.4% | Reduced |
| Fifth Third Bancorp | 333 | $40.4K | 0.00% | +57+20.7% | Added |