| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $97 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $149 | 0.00% | −1−50.0% | Reduced |
| TD Private Client Wealth LLC | 2 | $195 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $195 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 3 | $292 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $390 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $390 | 0.00% | +4 | New |
| North Star Investment Management Corp. | 5 | $487 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $487 | 0.00% | +5 | New |
| Atlantic Union Bankshares Corp | 5 | $488 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6 | $585 | 0.00% | +6 | New |
| Hollencrest Capital Management | 7 | $682 | 0.00% | −16,517−100.0% | Reduced |
| JPL Wealth Management, LLC | 8 | $780 | 0.00% | +8 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $877 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $974 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 11 | $1.07K | 0.00% | +6+120.0% | Added |
| Strategic Wealth Partners, Ltd. | 12 | $1.17K | 0.00% | +12 | New |
| Golden State Equity Partners | 12 | $1.17K | 0.00% | +12 | New |
| Sachetta, LLC | 12 | $1.17K | 0.00% | +12 | New |
| Trust Co | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $1.36K | 0.00% | +14 | New |
| Cedar Mountain Advisors, LLC | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 16 | $1.56K | 0.00% | +16 | New |
| Quarry LP | 16 | $1.56K | 0.00% | −266−94.3% | Reduced |
| Marquette Asset Management, LLC | 17 | $1.66K | 0.00% | +17 | New |
| UMA Financial Services, Inc. | 18 | $1.75K | 0.00% | −6−25.0% | Reduced |
| SJS Investment Consulting Inc. | 19 | $1.85K | 0.00% | +9+90.0% | Added |
| Intentional Wealth Strategies, LLC | 20 | $1.95K | 0.00% | +20 | New |
| Avion Wealth | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 24 | $2.34K | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 25 | $2.44K | 0.00% | −7−21.9% | Reduced |
| Colonial Trust Co | 29 | $2.58K | 0.00% | +29 | New |
| GoalVest Advisory LLC | 30 | $2.92K | 0.00% | +30 | New |
| Rialto Wealth Management, LLC | 32 | $3.12K | 0.00% | +3+10.3% | Added |
| Rossby Financial, LCC | 38 | $3.69K | 0.00% | +30+375.0% | Added |
| Decker Retirement Planning Inc. | 39 | $3.80K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 39 | $3.80K | 0.00% | +7+21.9% | Added |
| Dogwood Wealth Management LLC | 41 | $3.99K | 0.00% | +41 | New |
| JFS Wealth Advisors, LLC | 42 | $4.09K | 0.00% | +8+23.5% | Added |
| Keating Financial Advisory Services, Inc. | 42 | $4.09K | 0.00% | +14+50.0% | Added |
| Brown Brothers Harriman & Co | 45 | $4.38K | 0.00% | +5+12.5% | Added |
| J.Safra Asset Management Corp | 51 | $4.97K | 0.00% | +24+88.9% | Added |
| TD Waterhouse Canada Inc. | 55 | $5.34K | 0.00% | +55 | New |
| True Wealth Design, LLC | 70 | $6.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 70 | $6.82K | 0.00% | +70 | New |
| Rakuten Securities, Inc. | 73 | $7.11K | 0.00% | −396−84.4% | Reduced |
| Fortitude Family Office, LLC | 80 | $7.79K | 0.00% | +67+515.4% | Added |
| NBC Securities, Inc. | 91 | $8.87K | 0.00% | +91 | New |
| CVA Family Office, LLC | 95 | $9.26K | 0.00% | +67+239.3% | Added |
| C M Bidwell & Associates Ltd | 97 | $9.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $9.74K | 0.00% | +37+58.7% | Added |
| Berbice Capital Management LLC | 100 | $9.74K | 0.01% | +100 | New |
| TSFG, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 104 | $10.1K | 0.00% | +79+316.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 112 | $10.9K | 0.00% | +112 | New |
| Parkside Financial Bank & Trust | 115 | $11.2K | 0.00% | −9−7.3% | Reduced |
| Harvest Fund Management Co., Ltd | 136 | $13.0K | 0.00% | +76+126.7% | Added |
| Glynn Capital Management LLC | 135 | $13.2K | 0.01% | +135 | New |
| Massmutual Trust Co FSB | 147 | $14.3K | 0.00% | −13−8.1% | Reduced |
| Torren Management, LLC | 158 | $15.4K | 0.01% | −88−35.8% | Reduced |
| Bare Financial Services, Inc | 158 | $15.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 164 | $16.0K | 0.00% | +164 | New |
| Sound Income Strategies, LLC | 166 | $16.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 174 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 191 | $18.6K | 0.00% | +191 | New |
| Eastern Bank | 197 | $19.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 200 | $19.5K | 0.00% | +200 | New |
| Root Financial Partners, LLC | 204 | $19.9K | 0.00% | +42+25.9% | Added |
| Bogart Wealth, LLC | 208 | $20.3K | 0.00% | +208 | New |
| Armstrong Advisory Group, Inc | 210 | $20.5K | 0.00% | +114+118.8% | Added |
| Carolina Wealth Advisors, LLC | 211 | $20.6K | 0.01% | +211 | New |
| Acumen Wealth Advisors, LLC | 227 | $22.1K | 0.01% | −47−17.2% | Reduced |
| Ronald Blue Trust, Inc. | 235 | $22.9K | 0.00% | +14+6.3% | Added |
| First Horizon Corp | 244 | $23.8K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 246 | $24.0K | 0.00% | +6+2.5% | Added |
| Rothschild Investment LLC | 282 | $27.5K | 0.00% | +88+45.4% | Added |
| Blue Bell Private Wealth Management, LLC | 302 | $29.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 315 | $30.7K | 0.00% | +15+5.0% | Added |
| Parallel Advisors, LLC | 327 | $31.9K | 0.00% | +87+36.3% | Added |
| Bell Investment Advisors, Inc | 363 | $35.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 400 | $39.0K | 0.00% | −1,000−71.4% | Reduced |
| Signature Equity Partners, LLC | 408 | $39.7K | 0.02% | +408 | New |
| Umb Bank N A | 447 | $43.5K | 0.00% | −7−1.5% | Reduced |
| Smartleaf Asset Management LLC | 536 | $47.3K | 0.00% | −866−61.8% | Reduced |
| St Germain D J Co Inc | 497 | $48.4K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 509 | $49.6K | 0.89% | +509 | New |
| Optiver Holding B.V. | 532 | $51.8K | 0.00% | +334+168.7% | Added |
| MAI Capital Management | 540 | $52.6K | 0.00% | +519+2,471.4% | Added |
| Northwestern Mutual Wealth Management Co | 583 | $56.8K | 0.00% | −14−2.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $58.5K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 628 | $61.2K | 0.00% | +577+1,131.4% | Added |
| IFP Advisors, Inc | 643 | $62.6K | 0.00% | −48−6.9% | Reduced |
| Covestor Ltd | 686 | $67.0K | 0.05% | −93−11.9% | Reduced |
| Signaturefd, LLC | 705 | $68.7K | 0.00% | +65+10.2% | Added |
| Transamerica Financial Advisors, Inc. | 706 | $68.8K | 0.01% | +706 | New |
| SRS Capital Advisors, Inc. | 566 | $70.8K | 0.00% | +244+75.8% | Added |
