| Ogorek Anthony Joseph | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $108 | 0.00% | −21−95.5% | Reduced |
| Quaker Wealth Management, LLC | 1 | $108 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $215 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $215 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $215 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $216 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $216 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $216 | 0.00% | +2 | New |
| NorthAvenue LLC | 2 | $216 | 0.00% | +2 | New |
| Pacer Advisors, Inc. | 3 | $323 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $430 | 0.00% | −1−20.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $430 | 0.00% | +4 | New |
| Rossby Financial, LCC | 4 | $430 | 0.00% | +4 | New |
| Johnson Financial Group, Inc. | 4 | $431 | 0.00% | −9−69.2% | Reduced |
| South State Corp. | 5 | $538 | 0.00% | −3−37.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 5 | $538 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $538 | 0.00% | +4+400.0% | Added |
| North Star Investment Management Corp. | 5 | $538 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 5 | $538 | 0.00% | +5 | New |
| Marquette Asset Management, LLC | 7 | $753 | 0.00% | −15−68.2% | Reduced |
| Cape Investment Advisory, Inc. | 7 | $753 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 8 | $860 | 0.00% | −673−98.8% | Reduced |
| Private Wealth Management Group, LLC | 8 | $861 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Cromwell Holdings LLC | 10 | $1.07K | 0.00% | +4+66.7% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $1.18K | 0.00% | +7+175.0% | Added |
| Aspect Partners, LLC | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 14 | $1.51K | 0.00% | +14 | New |
| Optima Capital LLC | 15 | $1.61K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 15 | $1.61K | 0.00% | −3−16.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17 | $1.83K | 0.00% | +17 | New |
| Cornerstone Financial Management LLC | 17 | $1.83K | 0.00% | +17 | New |
| SageView Advisory Group, LLC | 17 | $1.83K | 0.00% | +17 | New |
| Leonteq Securities AG | 20 | $2.15K | 0.00% | −11,549−99.8% | Reduced |
| Elyxium Wealth, LLC | 21 | $2.26K | 0.00% | +21 | New |
| IFC & Insurance Marketing, Inc. | 25 | $3.00K | 0.00% | +25 | New |
| Umb Bank N A | 29 | $3.12K | 0.00% | +17+141.7% | Added |
| Fortitude Family Office, LLC | 31 | $3.33K | 0.00% | +1+3.3% | Added |
| Sachetta, LLC | 33 | $3.55K | 0.00% | +20+153.8% | Added |
| McGuire Capital Advisors Inc | 34 | $3.66K | 0.00% | +34 | New |
| Fideuram Asset Management (Ireland) dac | 35 | $4.56K | 0.00% | +35 | New |
| CVA Family Office, LLC | 44 | $4.73K | 0.00% | +18+69.2% | Added |
| Hantz Financial Services, Inc. | 45 | $5.00K | 0.00% | −70−60.9% | Reduced |
| Legacy Wealth Managment, LLC | 49 | $5.27K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 54 | $5.81K | 0.00% | +54 | New |
| UMA Financial Services, Inc. | 56 | $6.02K | 0.00% | −12−17.6% | Reduced |
| Flagship Harbor Advisors, LLC | 64 | $6.93K | 0.00% | +64 | New |
| Clearstead Advisors, LLC | 67 | $7.21K | 0.00% | +65+3,250.0% | Added |
| WPG Advisers, LLC | 69 | $7.42K | 0.01% | −8−10.4% | Reduced |
| Quent Capital, LLC | 69 | $7.42K | 0.00% | +41+146.4% | Added |
| International Assets Investment Management, LLC | 69 | $7.42K | 0.00% | +69 | New |
| JFS Wealth Advisors, LLC | 73 | $7.85K | 0.00% | +18+32.7% | Added |
| Crewe Advisors LLC | 75 | $8.07K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 82 | $8.82K | 0.00% | +82 | New |
| Zions Bancorporation, National Association | 83 | $8.93K | 0.00% | +66+388.2% | Added |
| Versant Capital Management, Inc | 87 | $9.36K | 0.00% | −53−37.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 87 | $9.36K | 0.00% | +87 | New |
| Massmutual Trust Co FSB | 90 | $9.68K | 0.00% | +60+200.0% | Added |
| Capital Advisors, Ltd. LLC | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 97 | $10.4K | 0.00% | −785−89.0% | Reduced |
| Armstrong Advisory Group, Inc | 101 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $11.0K | 0.00% | +40+64.5% | Added |
| First Horizon Corp | 104 | $11.2K | 0.00% | −188−64.4% | Reduced |
| Boreal Capital Management LLC | 110 | $11.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 109 | $12.0K | 0.00% | +109 | New |
| Root Financial Partners, LLC | 122 | $13.1K | 0.00% | +1+0.8% | Added |
| Bruce G. Allen Investments, LLC | 124 | $13.3K | 0.01% | +83+202.4% | Added |
| Bell Investment Advisors, Inc | 125 | $13.4K | 0.00% | −14−10.1% | Reduced |
| Activest Wealth Management | 126 | $13.6K | 0.00% | +126 | New |
| Vaughan Nelson Investment Management, L.P. | 140 | $15.1K | 0.00% | −35,925−99.6% | Reduced |
| Huntington National Bank | 149 | $16.0K | 0.00% | −34−18.6% | Reduced |
| Geneos Wealth Management Inc. | 149 | $16.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 152 | $16.4K | 0.00% | −25−14.1% | Reduced |
| Liberty One Investment Management, LLC | 160 | $17.2K | 0.00% | −2,367−93.7% | Reduced |
| SJS Investment Consulting Inc. | 186 | $20.0K | 0.00% | +179+2,557.1% | Added |
| TFC Financial Management | 210 | $22.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 212 | $22.8K | 0.00% | −479−69.3% | Reduced |
| Ancora Advisors, LLC | 226 | $24.3K | 0.00% | +226 | New |
| Basecamp Wealth Advisors LLC | 235 | $25.3K | 0.01% | +235 | New |
| Whittier Trust Co of Nevada Inc | 232 | $25.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 241 | $25.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 264 | $28.5K | 0.00% | −23−8.0% | Reduced |
| MAI Capital Management | 288 | $31.0K | 0.00% | +60+26.3% | Added |
| Larson Financial Group LLC | 291 | $31.3K | 0.00% | +233+401.7% | Added |
| Spire Wealth Management | 300 | $32.3K | 0.00% | −312−51.0% | Reduced |
| Barrett & Company, Inc. | 300 | $32.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 308 | $33.1K | 0.00% | −143−31.7% | Reduced |
| SBI Securities Co., Ltd. | 355 | $38.2K | 0.00% | −20−5.3% | Reduced |
| Quarry LP | 397 | $42.7K | 0.01% | −360−47.6% | Reduced |
| Kestra Advisory Services, LLC | 428 | $46.0K | 0.00% | +428 | New |
| EFG International AG | 430 | $46.2K | 0.00% | +430 | New |
| Global Retirement Partners, LLC | 457 | $49.1K | 0.00% | +413+938.6% | Added |
| Los Angeles Capital Management LLC | 515 | $53.6K | 0.00% | −147,393−99.7% | Reduced |
| IFP Advisors, Inc | 521 | $56.0K | 0.00% | −884−62.9% | Reduced |
| S-Bank Fund Management Ltd | 563 | $60.5K | 0.01% | −11−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 605 | $65.1K | 0.00% | +16+2.7% | Added |
| True Wealth Design, LLC | 642 | $69.0K | 0.02% | +607+1,734.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 700 | $72.7K | 0.00% | −110−13.6% | Reduced |
