| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Private Wealth Asset Management, LLC | 1 | $107 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $108 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $214 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2 | $214 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $214 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 2 | $215 | 0.00% | −33−94.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $215 | 0.00% | +2 | New |
| CVA Family Office, LLC | 5 | $535 | 0.00% | −7−58.3% | Reduced |
| MPWM Advisory Solutions, LLC | 5 | $535 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $536 | 0.00% | +5 | New |
| Thompson Investment Management, Inc. | 6 | $642 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $643 | 0.00% | 00.0% | Unchanged |
| Amundi | 8 | $835 | 0.00% | −209−96.3% | Reduced |
| Central Trust Co | 8 | $857 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $879 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $964 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 10 | $1.07K | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 10 | $1.07K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 12 | $1.28K | 0.00% | +2+20.0% | Added |
| Bogart Wealth, LLC | 14 | $1.50K | 0.00% | −4−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $1.50K | 0.00% | −1−6.7% | Reduced |
| SJS Investment Consulting Inc. | 14 | $1.50K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 28 | $1.50K | 0.00% | +14+100.0% | Added |
| Global Financial Private Client, LLC | 14 | $1.50K | 0.00% | +11+366.7% | Added |
| Newbridge Financial Services Group, Inc. | 15 | $1.61K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $1.61K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 19 | $2.03K | 0.00% | +5+35.7% | Added |
| Boston Private Wealth LLC | 22 | $2.35K | 0.00% | +22 | New |
| NewSquare Capital LLC | 23 | $2.46K | 0.00% | +20+666.7% | Added |
| LRI Investments, LLC | 29 | $3.08K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 31 | $3.32K | 0.00% | +14+82.4% | Added |
| GWM Advisors LLC | 33 | $3.53K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $4.78K | 0.00% | +35+350.0% | Added |
| Farmers & Merchants Investments Inc | 46 | $4.92K | 0.00% | +21+84.0% | Added |
| Atlantic Trust, LLC | 47 | $5.03K | 0.00% | +47 | New |
| Frazier Financial Advisors, LLC | 48 | $5.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 51 | $5.46K | 0.00% | +51 | New |
| Rothschild Investment LLC | 55 | $5.89K | 0.00% | −5−8.3% | Reduced |
| AdvisorNet Financial, Inc | 58 | $6.21K | 0.00% | +57+5,700.0% | Added |
| JFS Wealth Advisors, LLC | 65 | $6.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 70 | $7.49K | 0.00% | −24−25.5% | Reduced |
| Park Place Capital Corp | 73 | $7.81K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $7.92K | 0.00% | −99−57.2% | Reduced |
| WPG Advisers, LLC | 78 | $8.35K | 0.01% | −30−27.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 80 | $8.56K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 85 | $9.10K | 0.00% | +22+34.9% | Added |
| Hemington Wealth Management | 96 | $10.0K | 0.00% | +19+24.7% | Added |
| MorganRosel Wealth Management, LLC | 94 | $10.1K | 0.00% | +94 | New |
| Danske Bank A/S | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $10.7K | 0.00% | +66+194.1% | Added |
| Retirement Wealth Solutions LLC | 101 | $10.8K | 0.01% | +1+1.0% | Added |
| Binnacle Investments Inc | 102 | $10.9K | 0.01% | +102 | New |
| Creative Financial Designs Inc | 104 | $11.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 113 | $12.1K | 0.00% | +55+94.8% | Added |
| Clear Street Markets LLC | 120 | $12.8K | 0.01% | +120 | New |
| J.Safra Asset Management Corp | 122 | $13.1K | 0.00% | +6+5.2% | Added |
| Centerpoint Advisors, LLC | 142 | $15.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 156 | $16.7K | 0.00% | −107−40.7% | Reduced |
| Skopos Labs, Inc. | 156 | $16.7K | 0.00% | +154+7,700.0% | Added |
| CBIZ Investment Advisory Services, LLC | 182 | $19.5K | 0.00% | −2−1.1% | Reduced |
| V-Square Quantitative Management LLC | 198 | $21.2K | 0.00% | +20+11.2% | Added |
| Concord Wealth Partners | 200 | $21.4K | 0.00% | +96+92.3% | Added |
| Plante Moran Financial Advisors, LLC | 202 | $21.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 208 | $22.3K | 0.00% | +156+300.0% | Added |
| Allworth Financial LP | 208 | $22.5K | 0.00% | +69+49.6% | Added |
| Northwestern Mutual Wealth Management Co | 212 | $22.7K | 0.00% | −534−71.6% | Reduced |
| Rise Advisors, LLC | 220 | $23.5K | 0.01% | −51−18.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $23.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 254 | $27.0K | 0.00% | +1+0.4% | Added |
| Parkside Financial Bank & Trust | 260 | $27.8K | 0.00% | +140+116.7% | Added |
| Whittier Trust Co | 266 | $28.5K | 0.00% | +84+46.2% | Added |
| Putney Financial Group LLC | 266 | $28.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 285 | $30.5K | 0.00% | +4+1.4% | Added |
| Parallel Advisors, LLC | 310 | $33.2K | 0.00% | −41−11.7% | Reduced |
| HM Payson & Co | 318 | $34.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 333 | $36.0K | 0.00% | +333 | New |
| Tortoise Investment Management, LLC | 348 | $37.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $37.5K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 388 | $39.2K | 0.00% | −163−29.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 394 | $41.9K | 0.00% | +7+1.8% | Added |
| Leonteq Securities AG | 400 | $42.8K | 0.00% | +200+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 417 | $44.6K | 0.03% | +119+39.9% | Added |
| First Horizon Advisors, Inc. | 476 | $51.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 480 | $51.4K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 484 | $51.8K | 0.00% | −7,010−93.5% | Reduced |
| Smartleaf Asset Management LLC | 512 | $54.4K | 0.01% | −23−4.3% | Reduced |
| Farther Finance Advisors, LLC | 517 | $55.1K | 0.00% | −5−1.0% | Reduced |
| Winnow Wealth LLC | 542 | $58.0K | 0.05% | +2+0.4% | Added |
| Nomura Asset Management Co Ltd | 560 | $59.9K | 0.00% | +140+33.3% | Added |
| Assetmark, Inc | 561 | $60.0K | 0.00% | −4−0.7% | Reduced |
| Umb Bank N A | 567 | $60.7K | 0.00% | +366+182.1% | Added |
| Lindbrook Capital, LLC | 637 | $68.2K | 0.01% | +589+1,227.1% | Added |
| Principal Securities, Inc. | 615 | $69.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 651 | $69.7K | 0.00% | +45+7.4% | Added |
| Optiver Holding B.V. | 655 | $70.1K | 0.00% | +655 | New |
| Ronald Blue Trust, Inc. | 711 | $76.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 816 | $87.4K | 0.00% | +563+222.5% | Added |
| Lazard Asset Management LLC | 853 | $91.0K | 0.00% | −4−0.5% | Reduced |
