| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $195 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $196 | 0.00% | −7−87.5% | Reduced |
| SHP Wealth Management | 2 | $391 | 0.00% | +2 | New |
| LRI Investments, LLC | 3 | $586 | 0.00% | +3 | New |
| Ankerstar Wealth, LLC | 4 | $781 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $782 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $782 | 0.00% | +4 | New |
| Fulcrum Asset Management LLP | 4 | $783 | 0.00% | +4 | New |
| Trust Co | 4 | $785 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $977 | 0.00% | −5−50.0% | Reduced |
| Manchester Capital Management LLC | 5 | $977 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $977 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $977 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $977 | 0.00% | +3+150.0% | Added |
| Hughes Financial Services, LLC | 5 | $977 | 0.00% | +3+150.0% | Added |
| Plante Moran Financial Advisors, LLC | 5 | $977 | 0.00% | +5 | New |
| Silver Grove Financial Group, Inc. | 5 | $977 | 0.00% | +5 | New |
| CX Institutional | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.17K | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $1.37K | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $1.37K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.56K | 0.00% | +5+166.7% | Added |
| DecisionPoint Financial, LLC | 9 | $1.76K | 0.00% | +1+12.5% | Added |
| Rialto Wealth Management, LLC | 9 | $1.76K | 0.00% | +4+80.0% | Added |
| Creative Capital Management Investments LLC | 10 | $1.95K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 11 | $2.15K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $2.34K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 13 | $2.54K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 14 | $2.73K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 15 | $2.91K | 0.00% | −26−63.4% | Reduced |
| Farmers & Merchants Investments Inc | 15 | $2.93K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $3.32K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $3.32K | 0.00% | +6+54.5% | Added |
| Raffa Wealth Management, LLC | 18 | $3.52K | 0.00% | +7+63.6% | Added |
| Action Point Financial Planning, LLC | 19 | $3.52K | 0.00% | +19 | New |
| Manning & Napier Advisors LLC | 18 | $3.52K | 0.00% | +18 | New |
| Essential Partners LLC | 20 | $3.91K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 20 | $3.91K | 0.00% | +20 | New |
| Buck Wealth Strategies, LLC | 22 | $4.30K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 28 | $5.47K | 0.00% | +2+7.7% | Added |
| IMA Wealth, Inc. | 30 | $5.86K | 0.00% | +10+50.0% | Added |
| McGuire Capital Advisors Inc | 34 | $6.64K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 34 | $6.64K | 0.00% | +34 | New |
| TD Private Client Wealth LLC | 35 | $6.84K | 0.00% | +3+9.4% | Added |
| SJS Investment Consulting Inc. | 35 | $6.84K | 0.00% | +29+483.3% | Added |
| IFP Advisors, Inc | 37 | $7.23K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 41 | $7.89K | 0.00% | +41 | New |
| JFS Wealth Advisors, LLC | 41 | $8.01K | 0.00% | +5+13.9% | Added |
| Keating Financial Advisory Services, Inc. | 44 | $8.60K | 0.00% | +5+12.8% | Added |
| Rothschild Investment LLC | 47 | $9.18K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 47 | $9.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $9.77K | 0.00% | +8+19.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 56 | $10.9K | 0.00% | +56 | New |
| Valued Wealth Advisors LLC | 58 | $11.3K | 0.00% | +58 | New |
| SBI Securities Co., Ltd. | 65 | $12.7K | 0.00% | +2+3.2% | Added |
| Assetmark, Inc | 68 | $13.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 75 | $14.7K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80 | $15.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 88 | $17.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 92 | $18.0K | 0.00% | +74+411.1% | Added |
| Sterling Capital Management LLC | 93 | $18.2K | 0.00% | −73−44.0% | Reduced |
| Pinnacle Holdings, LLC | 100 | $19.5K | 0.01% | +100 | New |
| Allworth Financial LP | 102 | $19.9K | 0.00% | +29+39.7% | Added |
| Covestor Ltd | 102 | $20.0K | 0.01% | −64−38.6% | Reduced |
| Los Angeles Capital Management LLC | 115 | $22.5K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 135 | $26.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 165 | $32.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 171 | $33.4K | 0.01% | +62+56.9% | Added |
| Rockefeller Capital Management L.P. | 174 | $34.1K | 0.00% | −35−16.7% | Reduced |
| Centerpoint Advisors, LLC | 177 | $35.0K | 0.01% | −1−0.6% | Reduced |
| Kemnay Advisory Services Inc. | 183 | $35.7K | 0.00% | +1+0.5% | Added |
| Cornerstone Planning Group LLC | 195 | $36.3K | 0.00% | −1−0.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 203 | $39.8K | 0.00% | −30−12.9% | Reduced |
| Farther Finance Advisors, LLC | 206 | $40.2K | 0.00% | +15+7.9% | Added |
| Bell Investment Advisors, Inc | 207 | $40.4K | 0.01% | −3−1.4% | Reduced |
| Larson Financial Group LLC | 220 | $43.0K | 0.00% | +4+1.9% | Added |
| Optiver Holding B.V. | 227 | $44.3K | 0.00% | +227 | New |
| Nomura Asset Management Co Ltd | 230 | $44.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 240 | $46.9K | 0.00% | +8+3.4% | Added |
| First Horizon Corp | 248 | $48.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 262 | $51.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 266 | $52.0K | 0.00% | +16+6.4% | Added |
| Versant Capital Management, Inc | 277 | $54.1K | 0.00% | +42+17.9% | Added |
| EverSource Wealth Advisors, LLC | 292 | $57.0K | 0.00% | −359−55.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 325 | $63.5K | 0.00% | −17−5.0% | Reduced |
| Jones Financial Companies LLLP | 325 | $63.8K | 0.00% | +157+93.5% | Added |
| Ronald Blue Trust, Inc. | 333 | $65.0K | 0.00% | −31−8.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 337 | $65.8K | 0.00% | −105−23.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 343 | $67.0K | 0.00% | +109+46.6% | Added |
| Massmutual Trust Co FSB | 402 | $78.5K | 0.00% | −29−6.7% | Reduced |
| Graticule Asia Macro Advisors LLC | 429 | $83.8K | 0.01% | +429 | New |
| State of Wyoming | 473 | $92.4K | 0.01% | −689−59.3% | Reduced |
| Signaturefd, LLC | 515 | $100.6K | 0.00% | +163+46.3% | Added |
| Coppell Advisory Solutions LLC | 13,773 | $102.2K | 0.03% | +13,773 | New |
