| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Parallax Volatility Advisers, L.P. | 1 | $221 | 0.00% | −3,381−100.0% | Reduced |
| CoreCap Advisors, LLC | 1 | $221 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $221 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $441 | 0.00% | +1+100.0% | Added |
| Rise Advisors, LLC | 2 | $441 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $442 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $442 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $442 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $442 | 0.00% | +2 | New |
| Rossby Financial, LCC | 3 | $660 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 3 | $662 | 0.00% | −5−62.5% | Reduced |
| Aventura Private Wealth, LLC | 3 | $662 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3 | $663 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $663 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $687 | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 4 | $883 | 0.00% | +4 | New |
| WPG Advisers, LLC | 4 | $883 | 0.00% | +4 | New |
| Ogorek Anthony Joseph | 5 | $1.00K | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $1.06K | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.10K | 0.00% | +2+66.7% | Added |
| Principia Wealth Advisory, LLC | 6 | $1.25K | 0.00% | +6 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.32K | 0.00% | −2−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.32K | 0.00% | −1−14.3% | Reduced |
| HHM Wealth Advisors, LLC | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $1.54K | 0.00% | +5+250.0% | Added |
| PayPay Securities Corp | 7 | $1.67K | 0.10% | −2−22.2% | Reduced |
| ORG Partners LLC | 8 | $1.83K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 9 | $2.01K | 0.00% | −1−10.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $2.21K | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 11 | $2.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12 | $2.65K | 0.00% | +12 | New |
| TD Waterhouse Canada Inc. | 12 | $2.73K | 0.00% | +12 | New |
| Grove Bank & Trust | 13 | $2.87K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 72 | $3.09K | 0.00% | +60+500.0% | Added |
| Altshuler Shaham Ltd | 15 | $3.31K | 0.00% | +15 | New |
| HM Payson & Co | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 17 | $3.75K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 17 | $3.75K | 0.00% | +15+750.0% | Added |
| Harbour Investments, Inc. | 17 | $3.75K | 0.00% | +16+1,600.0% | Added |
| Activest Wealth Management | 17 | $3.75K | 0.00% | +17 | New |
| Decker Retirement Planning Inc. | 17 | $3.75K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 18 | $3.97K | 0.00% | +2+12.5% | Added |
| GW&K Investment Management, LLC | 18 | $4.00K | 0.00% | +4+28.6% | Added |
| Cherry Tree Wealth Management, LLC | 22 | $4.86K | 0.00% | +22 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $5.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $6.84K | 0.00% | +2+6.9% | Added |
| Vermillion & White Wealth Management Group, LLC | 31 | $6.84K | 0.00% | +31 | New |
| DekaBank Deutsche Girozentrale | 34 | $7.00K | 0.00% | −5−12.8% | Reduced |
| Farmers & Merchants Investments Inc | 32 | $7.06K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $7.53K | 0.00% | −18−34.6% | Reduced |
| Richardson Financial Services Inc. | 39 | $8.61K | 0.01% | −1−2.5% | Reduced |
| Duncker Streett & Co Inc | 41 | $9.05K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 44 | $9.65K | 0.01% | +44 | New |
| Park Square Financial Group, LLC | 46 | $10.2K | 0.01% | −15−24.6% | Reduced |
| Cranbrook Wealth Management, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 51 | $11.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 54 | $11.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 56 | $12.4K | 0.00% | +56 | New |
| Wayfinding Financial, LLC | 62 | $13.0K | 0.01% | +62 | New |
| Private Trust Co NA | 59 | $13.0K | 0.00% | +46+353.8% | Added |
| AdvisorNet Financial, Inc | 63 | $13.9K | 0.00% | −24−27.6% | Reduced |
| Rothschild Investment LLC | 64 | $14.1K | 0.00% | +13+25.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 70 | $15.5K | 0.01% | −35−33.3% | Reduced |
| Headlands Technologies LLC | 72 | $15.9K | 0.00% | +72 | New |
| Cary Street Partner Investment Advisory LLC | 79 | $17.4K | 0.01% | +79 | New |
| Hemington Wealth Management | 86 | $18.0K | 0.00% | +8+10.3% | Added |
| Deseret Mutual Benefit Administrators | 82 | $18.1K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 83 | $18.3K | 0.00% | +12+16.9% | Added |
| Allworth Financial LP | 88 | $19.4K | 0.00% | +45+104.7% | Added |
| Brown Brothers Harriman & Co | 88 | $19.4K | 0.00% | +88 | New |
| Parkside Financial Bank & Trust | 89 | $19.6K | 0.00% | +3+3.5% | Added |
| First Horizon Advisors, Inc. | 89 | $19.7K | 0.00% | −15−14.4% | Reduced |
| Geneos Wealth Management Inc. | 91 | $20.1K | 0.00% | +36+65.5% | Added |
| Berbice Capital Management LLC | 100 | $22.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 104 | $23.0K | 0.02% | −10−8.8% | Reduced |
| BankPlus Trust Department | 108 | $23.8K | 0.01% | +108 | New |
| Smithfield Trust Co | 109 | $24.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 111 | $24.5K | 0.00% | −2−1.8% | Reduced |
| Massmutual Trust Co FSB | 122 | $26.9K | 0.00% | +59+93.7% | Added |
| Sentry Investment Management LLC | 139 | $27.0K | 0.02% | +89+178.0% | Added |
| Sunbelt Securities, Inc. | 125 | $27.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 129 | $28.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 136 | $29.3K | 0.00% | +12+9.7% | Added |
| ORG Wealth Partners, LLC | 133 | $30.4K | 0.01% | −249−65.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 162 | $36.0K | 0.00% | −160−49.7% | Reduced |
| Skopos Labs, Inc. | 171 | $37.7K | 0.01% | +110+180.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 176 | $39.0K | 0.00% | +176 | New |
| SRS Capital Advisors, Inc. | 191 | $42.2K | 0.00% | −357−65.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 200 | $43.1K | 0.03% | +200 | New |
| Umb Bank N A | 196 | $43.3K | 0.00% | +46+30.7% | Added |
| Kiker Wealth Management, LLC | 198 | $43.7K | 0.03% | +198 | New |
| Cromwell Holdings LLC | 199 | $44.1K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $44.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 203 | $44.8K | 0.00% | −953−82.4% | Reduced |
