| Berbice Capital Management LLC | 350 | $86.2K | 0.07% | +350 | New |
| State of Wyoming | 344 | $84.7K | 0.01% | −390−53.1% | Reduced |
| Global Financial Private Client, LLC | 337 | $83.0K | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 335 | $82.5K | 0.00% | −1−0.3% | Reduced |
| Dunhill Financial, LLC | 345 | $82.1K | 0.04% | +345 | New |
| Ninety One UK Ltd | 328 | $80.8K | 0.00% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 300 | $73.9K | 0.02% | +300 | New |
| Aspetuck Financial Management LLC | 300 | $73.9K | 0.06% | +300 | New |
| Cullen/Frost Bankers, Inc. | 291 | $71.6K | 0.00% | +4+1.4% | Added |
| Anchor Investment Management, LLC | 274 | $67.5K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 273 | $67.2K | 0.03% | −44−13.9% | Reduced |
| Putney Financial Group LLC | 270 | $66.5K | 0.06% | +270 | New |
| Atlantic Trust, LLC | 268 | $66.0K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 262 | $64.5K | 0.06% | +262 | New |
| Cassady Schiller Wealth Management, LLC | 261 | $64.3K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 255 | $62.7K | 0.03% | −33−11.5% | Reduced |
| Kestra Investment Management, LLC | 253 | $62.2K | 0.00% | +253 | New |
| Cherry Tree Wealth Management, LLC | 241 | $59.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 237 | $58.4K | 0.00% | +10+4.4% | Added |
| Central Trust Co | 236 | $58.1K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 232 | $57.2K | 0.02% | +232 | New |
| Larson Financial Group LLC | 231 | $56.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $55.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 223 | $54.9K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 220 | $54.2K | 0.01% | +220 | New |
| Sandy Spring Bank | 209 | $51.5K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 203 | $50.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 202 | $49.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 202 | $49.7K | 0.01% | +103+104.0% | Added |
| Toth Financial Advisory Corp | 200 | $49.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 200 | $49.2K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 200 | $49.2K | 0.02% | +200 | New |
| Beaird Harris Wealth Management, LLC | 199 | $49.0K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 13,616 | $47.7K | 0.02% | +13,616 | New |
| Foster Dykema Cabot & Partners, LLC | 180 | $44.3K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 155 | $42.1K | 0.00% | +155 | New |
| JFS Wealth Advisors, LLC | 168 | $41.4K | 0.00% | −37−18.0% | Reduced |
| UMA Financial Services, Inc. | 156 | $38.4K | 0.01% | +156 | New |
| Sunbelt Securities, Inc. | 151 | $37.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 150 | $37.3K | 0.01% | −10−6.3% | Reduced |
| LRI Investments, LLC | 150 | $36.9K | 0.00% | −50−25.0% | Reduced |
| Provenance Wealth Advisors, LLC | 149 | $36.7K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 147 | $36.2K | 0.01% | +16+12.2% | Added |
| Frazier Financial Advisors, LLC | 144 | $35.8K | 0.03% | −23−13.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 143 | $35.2K | 0.07% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 140 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 137 | $33.7K | 0.04% | +137 | New |
| Silicon Valley Capital Partners | 136 | $33.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 134 | $33.0K | 0.00% | −65,871−99.8% | Reduced |
| Albion Financial Group | 129 | $31.8K | 0.00% | +71+122.4% | Added |
| Continuum Advisory, LLC | 125 | $30.8K | 0.00% | −2−1.6% | Reduced |
| Financial Perspectives, Inc | 125 | $30.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 121 | $29.8K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 121 | $29.8K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 118 | $29.1K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 125 | $29.0K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 112 | $27.6K | 0.01% | +108+2,700.0% | Added |
| Cornerstone Planning Group LLC | 93 | $25.6K | 0.01% | +19+25.7% | Added |
| Ulland Investment Advisors, LLC | 100 | $25.0K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $24.6K | 0.01% | +100 | New |
| Centricity Wealth Management, LLC | 100 | $24.6K | 0.02% | +100 | New |
| Crowley Wealth Management, Inc. | 100 | $24.6K | 0.02% | +100 | New |
| Center for Financial Planning, Inc. | 98 | $24.1K | 0.00% | +98 | New |
| Beacon Capital Management, LLC | 94 | $23.1K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 94 | $23.1K | 0.00% | +94 | New |
| Eukles Asset Management | 92 | $22.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $22.6K | 0.00% | −8−8.0% | Reduced |
| Colonial Trust Co | 91 | $22.3K | 0.00% | −1−1.1% | Reduced |
| Winch Advisory Services, LLC | 90 | $22.2K | 0.01% | +90 | New |
| Union Bancaire Privee, UBP SA | 110 | $21.9K | 0.00% | +110 | New |
| Prestige Wealth Management Group LLC | 87 | $21.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 83 | $20.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 80 | $19.9K | 0.01% | 00.0% | Unchanged |
| Conquis Financial LLC | 77 | $19.0K | 0.02% | +77 | New |
| Evelyn Partners Investment Management Services Ltd | 76 | $18.7K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 74 | $18.2K | 0.00% | −33−30.8% | Reduced |
| Oarsman Capital, Inc. | 73 | $18.0K | 0.00% | −124−62.9% | Reduced |
| Highline Wealth Partners LLC | 61 | $15.0K | 0.00% | +9+17.3% | Added |
| Glen Eagle Advisors, LLC | 60 | $14.8K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 60 | $14.8K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 56 | $13.8K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 53 | $13.1K | 0.00% | +53 | New |
| Sound Income Strategies, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 53 | $13.0K | 0.01% | +53 | New |
| Atala Financial Inc | 52 | $12.8K | 0.01% | +52 | New |
| ZRC Wealth Management, LLC | 50 | $12.3K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 50 | $12.3K | 0.00% | +50 | New |
| Minot DeBlois Advisors LLC | 50 | $12.3K | 0.01% | +50 | New |
| Global Trust Asset Management, LLC | 48 | $11.8K | 0.00% | +48 | New |
| Archer Investment Corp | 46 | $11.3K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 41 | $11.3K | 0.01% | +41 | New |
| Creative Financial Designs Inc | 43 | $10.6K | 0.00% | +33+330.0% | Added |
| Carolinas Wealth Consulting LLC | 43 | $10.6K | 0.00% | −9−17.3% | Reduced |
| Transce3nd, LLC | 41 | $10.1K | 0.00% | +41 | New |
| Salomon & Ludwin, LLC | 40 | $9.85K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 38 | $9.36K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 37 | $9.11K | 0.01% | +37 | New |
| Citizens National Bank Trust Department | 34 | $8.37K | 0.00% | −10−22.7% | Reduced |
| Trust Co of Vermont | 33 | $8.13K | 0.00% | 00.0% | Unchanged |
