| Avion Wealth | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $346 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $347 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $347 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $347 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 1 | $351 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $528 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $677 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $694 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $694 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $694 | 0.00% | +1+100.0% | Added |
| UMA Financial Services, Inc. | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3 | $1.04K | 0.00% | +3 | New |
| Park Place Capital Corp | 3 | $1.04K | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 4 | $1.39K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $1.39K | 0.00% | +4 | New |
| Aster Capital Management (DIFC) Ltd | 5 | $1.74K | 0.00% | −270−98.2% | Reduced |
| CVA Family Office, LLC | 5 | $1.74K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5 | $1.74K | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 5 | $1.74K | 0.00% | +5 | New |
| Whittier Trust Co of Nevada Inc | 6 | $2.05K | 0.00% | +6 | New |
| HM Payson & Co | 6 | $2.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $2.08K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $2.09K | 0.00% | −2−25.0% | Reduced |
| Huntington National Bank | 7 | $2.43K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $2.43K | 0.00% | +1+16.7% | Added |
| Vermillion Wealth Management, Inc. | 7 | $2.45K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $2.49K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $2.78K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $3.12K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $3.12K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 9 | $3.12K | 0.00% | +6+200.0% | Added |
| Dakota Community Bank & Trust NA | 10 | $3.47K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 11 | $3.82K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $3.82K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 12 | $4.16K | 0.00% | +12 | New |
| Twin Tree Management, LP | 12 | $4.16K | 0.00% | +12 | New |
| Ameritas Advisory Services, LLC | 13 | $4.51K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 13 | $4.51K | 0.00% | +13 | New |
| Private Trust Co NA | 15 | $5.21K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 15 | $5.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $5.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $6.25K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $6.59K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 22 | $7.63K | 0.00% | −3−12.0% | Reduced |
| Bell Investment Advisors, Inc | 22 | $7.63K | 0.00% | −3−12.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $8.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $8.68K | 0.00% | −7−21.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 27 | $9.37K | 0.01% | +27 | New |
| Bare Financial Services, Inc | 29 | $10.1K | 0.00% | +3+11.5% | Added |
| Wealthspire Advisors, LLC | 31 | $10.8K | 0.00% | +31 | New |
| MAI Capital Management | 34 | $11.8K | 0.00% | −10−22.7% | Reduced |
| Hemington Wealth Management | 37 | $12.0K | 0.00% | +3+8.8% | Added |
| HighMark Wealth Management LLC | 35 | $12.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 37 | $12.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 38 | $13.2K | 0.00% | +38 | New |
| Larson Financial Group LLC | 38 | $13.2K | 0.00% | +34+850.0% | Added |
| EverSource Wealth Advisors, LLC | 39 | $13.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $13.5K | 0.01% | +13+50.0% | Added |
| FSA Wealth Management LLC | 41 | $14.2K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 43 | $14.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 52 | $18.0K | 0.00% | +52 | New |
| Rise Advisors, LLC | 52 | $18.1K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 58 | $19.8K | 0.00% | +58 | New |
| Umb Bank N A | 58 | $20.1K | 0.00% | +15+34.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $20.1K | 0.00% | +56+2,800.0% | Added |
| Spire Wealth Management | 59 | $20.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 60 | $20.8K | 0.00% | +60 | New |
| Optiver Holding B.V. | 74 | $25.7K | 0.00% | +29+64.4% | Added |
| Massmutual Trust Co FSB | 76 | $26.4K | 0.00% | +1+1.3% | Added |
| Bogart Wealth, LLC | 80 | $27.8K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 80 | $27.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 92 | $31.4K | 0.00% | +92 | New |
| Advisors Asset Management, Inc. | 95 | $33.0K | 0.00% | +95 | New |
| Danske Bank A/S | 100 | $34.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 100 | $34.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 101 | $34.9K | 0.00% | +1+1.0% | Added |
| Financial Perspectives, Inc | 103 | $35.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 105 | $36.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 109 | $37.8K | 0.00% | −5−4.4% | Reduced |
| Parkside Financial Bank & Trust | 114 | $39.6K | 0.00% | +1+0.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 114 | $40.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 117 | $41.3K | 0.00% | +117 | New |
| Central Trust Co | 122 | $42.3K | 0.00% | +20+19.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125 | $43.4K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $52.0K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 151 | $52.4K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 151 | $52.9K | 0.00% | +29+23.8% | Added |
| Steward Partners Investment Advisory, LLC | 153 | $53.1K | 0.00% | +42+37.8% | Added |
| Geneos Wealth Management Inc. | 159 | $55.2K | 0.00% | −58−26.7% | Reduced |
| Covestor Ltd | 163 | $57.0K | 0.03% | +23+16.4% | Added |
| Parallel Advisors, LLC | 175 | $60.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 183 | $63.5K | 0.00% | +183 | New |
| Bartlett & Co. Wealth Management LLC | 186 | $64.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 191 | $66.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 195 | $67.7K | 0.02% | 00.0% | Unchanged |