| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $64 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $74 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $149 | 0.00% | −160−98.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2 | $149 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 2 | $149 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 3 | $223 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $298 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $373 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $521 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 7 | $522 | 0.00% | −53−88.3% | Reduced |
| Financial Management Professionals, Inc. | 8 | $596 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $596 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $670 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $670 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 9 | $671 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $745 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $745 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 12 | $893 | 0.00% | +4+50.0% | Added |
| Principia Wealth Advisory, LLC | 13 | $968 | 0.00% | +4+44.4% | Added |
| Private Wealth Management Group, LLC | 13 | $969 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 14 | $1.04K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 16 | $1.19K | 0.00% | +16 | New |
| South State Corp. | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $1.56K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 21 | $1.56K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $1.56K | 0.00% | +1+5.0% | Added |
| Rossby Financial, LCC | 22 | $1.64K | 0.00% | +5+29.4% | Added |
| Dunhill Financial, LLC | 22 | $1.65K | 0.00% | +2+10.0% | Added |
| Caldwell Sutter Capital, Inc. | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $1.79K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 25 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 27 | $2.01K | 0.00% | +3+12.5% | Added |
| McIlrath & Eck, LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 31 | $2.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $2.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $2.83K | 0.00% | +8+26.7% | Added |
| CX Institutional | 36 | $3.00K | 0.00% | −295−89.1% | Reduced |
| Glen Eagle Advisors, LLC | 49 | $3.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 54 | $4.00K | 0.00% | −71−56.8% | Reduced |
| High Note Wealth, LLC | 54 | $4.02K | 0.00% | −2−3.6% | Reduced |
| Harbor Investment Advisory, LLC | 56 | $4.17K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 56 | $4.17K | 0.00% | +56 | New |
| Barrett & Company, Inc. | 60 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $4.99K | 0.00% | −8−10.7% | Reduced |
| Dogwood Wealth Management LLC | 69 | $5.14K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 74 | $5.72K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 77 | $5.74K | 0.00% | +68+755.6% | Added |
| Farmers & Merchants Investments Inc | 84 | $6.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $6.33K | 0.00% | +29+51.8% | Added |
| GoalVest Advisory LLC | 86 | $6.41K | 0.00% | +86 | New |
| Brown Brothers Harriman & Co | 87 | $6.48K | 0.00% | +48+123.1% | Added |
| Lavaca Capital LLC | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 107 | $7.98K | 0.00% | +107 | New |
| WPG Advisers, LLC | 116 | $8.64K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 125 | $9.31K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 134 | $9.98K | 0.00% | +134 | New |
| Harbour Investments, Inc. | 139 | $10.4K | 0.00% | +4+3.0% | Added |
| Cetera Trust Company, N.A | 145 | $10.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 145 | $10.8K | 0.00% | +108+291.9% | Added |
| Covestor Ltd | 145 | $11.0K | 0.01% | −16−9.9% | Reduced |
| Matrix Trust Co | 163 | $12.0K | 0.00% | +163 | New |
| Essential Partners LLC | 171 | $12.7K | 0.00% | +127+288.6% | Added |
| Manchester Capital Management LLC | 185 | $13.8K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 190 | $14.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 190 | $14.2K | 0.00% | +130+216.7% | Added |
| True Wealth Design, LLC | 190 | $14.2K | 0.00% | +137+258.5% | Added |
| Vision Retirement, LLC | 197 | $14.7K | 0.00% | +197 | New |
| T. Rowe Price Investment Management, Inc. | 193 | $15.0K | 0.00% | −9−4.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 213 | $15.9K | 0.00% | +213 | New |
| Atlantic Trust, LLC | 236 | $17.6K | 0.00% | −72−23.4% | Reduced |
| Basecamp Wealth Advisors LLC | 248 | $18.5K | 0.00% | +248 | New |
| Newbridge Financial Services Group, Inc. | 250 | $18.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 270 | $20.1K | 0.00% | +155+134.8% | Added |
| Smithfield Trust Co | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 290 | $21.6K | 0.00% | +290 | New |
| Toth Financial Advisory Corp | 300 | $22.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 308 | $22.9K | 0.00% | +272+755.6% | Added |
| Westfuller Advisors, LLC | 316 | $23.5K | 0.01% | +2+0.6% | Added |
| Asset Dedication, LLC | 317 | $23.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 359 | $26.7K | 0.00% | +13+3.8% | Added |
| Atlas Capital Advisors LLC | 381 | $28.4K | 0.00% | +381 | New |
| SRS Capital Advisors, Inc. | 398 | $29.6K | 0.00% | −11,114−96.5% | Reduced |
| Allworth Financial LP | 436 | $32.5K | 0.00% | +85+24.2% | Added |
| V-Square Quantitative Management LLC | 441 | $32.9K | 0.00% | +441 | New |
| Steward Partners Investment Advisory, LLC | 464 | $34.6K | 0.00% | −9−1.9% | Reduced |
| State of Wyoming | 474 | $35.3K | 0.00% | −2,589−84.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 481 | $36.4K | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 500 | $37.2K | 0.00% | +500 | New |
| Versant Capital Management, Inc | 573 | $42.7K | 0.01% | +133+30.2% | Added |
| Kestra Advisory Services, LLC | 590 | $43.9K | 0.00% | +590 | New |
| Smartleaf Asset Management LLC | 612 | $46.0K | 0.00% | +222+56.9% | Added |
| Wellington-Altus USA Inc. | 621 | $46.3K | 0.03% | +621 | New |