| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 12 | $0 | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 1 | $52 | 0.00% | −1−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1 | $52 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $52 | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 0 | $79 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $104 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 2 | $104 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $207 | 0.00% | −1,246−99.7% | Reduced |
| Dunhill Financial, LLC | 4 | $252 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 5 | $265 | 0.00% | −4−44.4% | Reduced |
| Gilpin Wealth Management, LLC | 9 | $466 | 0.00% | +9 | New |
| Silver Grove Financial Group, Inc. | 10 | $518 | 0.00% | +10 | New |
| International Assets Investment Management, LLC | 10 | $522 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $629 | 0.00% | +12 | New |
| Basecamp Wealth Advisors LLC | 14 | $725 | 0.00% | 00.0% | Unchanged |
| Natixis | 16 | $828 | 0.00% | +16 | New |
| Harbour Investments, Inc. | 17 | $862 | 0.00% | +3+21.4% | Added |
| Clearstead Advisors, LLC | 17 | $882 | 0.00% | +17 | New |
| Ankerstar Wealth, LLC | 17 | $891 | 0.00% | +17 | New |
| Stone House Investment Management, LLC | 18 | $932 | 0.00% | +18 | New |
| JPL Wealth Management, LLC | 19 | $984 | 0.00% | −1−5.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 20 | $1.03K | 0.00% | +20 | New |
| Action Point Financial Planning, LLC | 20 | $1.03K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 20 | $1.04K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 22 | $1.14K | 0.00% | +22 | New |
| Fulcrum Asset Management LLP | 22 | $1.16K | 0.00% | +22 | New |
| True Wealth Design, LLC | 24 | $1.24K | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 26 | $1.31K | 0.00% | −1−3.7% | Reduced |
| Huntington National Bank | 30 | $1.57K | 0.00% | +20+200.0% | Added |
| Manchester Capital Management LLC | 31 | $1.60K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 34 | $1.76K | 0.00% | +34 | New |
| Westside Investment Management, Inc. | 35 | $1.81K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $2.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 46 | $2.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $3.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 74 | $3.83K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 76 | $3.94K | 0.00% | +37+94.9% | Added |
| South State Corp. | 80 | $4.14K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 81 | $4.19K | 0.00% | +81 | New |
| Essential Partners LLC | 87 | $4.50K | 0.00% | +27+45.0% | Added |
| Kilter Group LLC | 99 | $5.13K | 0.00% | +87+725.0% | Added |
| Danske Bank A/S | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 101 | $5.23K | 0.00% | −413−80.4% | Reduced |
| Assetmark, Inc | 111 | $5.75K | 0.00% | +16+16.8% | Added |
| Trust Co of Toledo NA | 124 | $6.42K | 0.00% | +124 | New |
| Covestor Ltd | 127 | $7.00K | 0.00% | +11+9.5% | Added |
| Keating Financial Advisory Services, Inc. | 139 | $7.20K | 0.00% | +58+71.6% | Added |
| Larson Financial Group LLC | 162 | $8.41K | 0.00% | +61+60.4% | Added |
| Zions Bancorporation, National Association | 178 | $9.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 217 | $11.2K | 0.00% | +120+123.7% | Added |
| Prestige Wealth Management Group LLC | 220 | $11.4K | 0.00% | +13+6.3% | Added |
| Capital Advisors, Ltd. LLC | 234 | $12.0K | 0.00% | −6−2.5% | Reduced |
| IFP Advisors, Inc | 241 | $12.5K | 0.00% | +241 | New |
| Miller Wealth Advisors, LLC | 249 | $12.9K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 253 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 275 | $14.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 281 | $14.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 289 | $15.0K | 0.00% | −199−40.8% | Reduced |
| High Point Wealth Management, LLC | 316 | $16.4K | 0.01% | +5+1.6% | Added |
| Rothschild Investment LLC | 320 | $16.6K | 0.00% | +118+58.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 342 | $17.7K | 0.00% | −1,171−77.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 345 | $17.8K | 0.00% | −65−15.9% | Reduced |
| Los Angeles Capital Management LLC | 357 | $18.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 357 | $18.5K | 0.00% | +169+89.9% | Added |
| Parallel Advisors, LLC | 365 | $18.9K | 0.00% | −16−4.2% | Reduced |
| Leonteq Securities AG | 378 | $19.6K | 0.00% | −1,769−82.4% | Reduced |
| Parkside Financial Bank & Trust | 394 | $20.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 469 | $24.3K | 0.00% | +6+1.3% | Added |
| Optiver Holding B.V. | 476 | $24.6K | 0.00% | +476 | New |
| Clear Street Markets LLC | 500 | $25.9K | 0.01% | +500 | New |
| Massmutual Trust Co FSB | 503 | $26.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 515 | $26.7K | 0.00% | −73−12.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 599 | $31.0K | 0.00% | −4,121−87.3% | Reduced |
| Brookfield Asset Management Inc. | 617 | $31.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 631 | $33.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 708 | $36.7K | 0.00% | +375+112.6% | Added |
| Itau Unibanco Holding S.A. | 822 | $42.6K | 0.00% | +64+8.4% | Added |
| Salomon & Ludwin, LLC | 829 | $43.3K | 0.00% | −143−14.7% | Reduced |
| Triumph Capital Management | 907 | $47.0K | 0.01% | +75+9.0% | Added |
| GF Fund Management Co. Ltd. | 942 | $48.8K | 0.00% | −133−12.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,000 | $51.8K | 0.01% | +500+100.0% | Added |
| Bessemer Group Inc | 993 | $52.0K | 0.00% | −1,929−66.0% | Reduced |
| Global Retirement Partners, LLC | 1,029 | $53.3K | 0.00% | +1,029 | New |
| Harvest Fund Management Co., Ltd | 1,046 | $54.0K | 0.00% | +1,046 | New |
| Versant Capital Management, Inc | 1,051 | $54.4K | 0.00% | −52−4.7% | Reduced |
| Institute for Wealth Management, LLC. | 1,086 | $56.2K | 0.00% | +1,086 | New |
| SRS Capital Advisors, Inc. | 1,087 | $56.3K | 0.00% | +1,087 | New |
| Geneos Wealth Management Inc. | 1,286 | $66.6K | 0.00% | +20+1.6% | Added |
| Sterling Capital Management LLC | 1,469 | $76.0K | 0.00% | −913−38.3% | Reduced |
| Signaturefd, LLC | 1,557 | $80.6K | 0.00% | +136+9.6% | Added |
| Fourth Dimension Wealth, LLC | 1,600 | $82.8K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,651 | $87.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,887 | $97.7K | 0.01% | −405−17.7% | Reduced |
| FIL Ltd | 1,954 | $101.2K | 0.00% | −1,752−47.3% | Reduced |
| Hantz Financial Services, Inc. | 2,138 | $111.0K | 0.00% | +541+33.9% | Added |
| Rosenberg Matthew Hamilton | 2,311 | $119.6K | 0.02% | −2−0.1% | Reduced |
