| Activest Wealth Management | 0 | $104 | 0.00% | −1−100.0% | Reduced |
| TD Private Client Wealth LLC | 1 | $323 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $323 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $323 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $645 | 0.00% | −9−81.8% | Reduced |
| SHP Wealth Management | 2 | $645 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $807 | 0.00% | −3−50.0% | Reduced |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $1.29K | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $1.29K | 0.00% | +4 | New |
| Quarry LP | 5 | $1.61K | 0.00% | −11−68.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 5 | $1.61K | 0.00% | −5−50.0% | Reduced |
| First Horizon Corp | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.61K | 0.00% | +2+66.7% | Added |
| JPL Wealth Management, LLC | 5 | $1.61K | 0.00% | +5 | New |
| My Portfolio Guide, LLC | 5 | $1.61K | 0.00% | +5 | New |
| Montag A & Associates Inc | 6 | $1.80K | 0.00% | −6−50.0% | Reduced |
| Bogart Wealth, LLC | 6 | $1.94K | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 6 | $1.94K | 0.00% | +6 | New |
| Chilton Capital Management LLC | 6 | $1.94K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.94K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 6 | $1.94K | 0.00% | +6 | New |
| Private Wealth Management Group, LLC | 7 | $2.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.26K | 0.00% | +7 | New |
| Capital Analysts, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 10 | $3.23K | 0.00% | +5+100.0% | Added |
| Marquette Asset Management, LLC | 10 | $3.23K | 0.00% | +10 | New |
| Essential Partners LLC | 11 | $3.55K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $3.55K | 0.00% | +1+10.0% | Added |
| IMA Wealth, Inc. | 12 | $3.87K | 0.00% | −10−45.5% | Reduced |
| Kilter Group LLC | 13 | $4.20K | 0.00% | −4−23.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 15 | $4.84K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $4.84K | 0.00% | +3+25.0% | Added |
| Harbour Investments, Inc. | 15 | $5.10K | 0.00% | +14+1,400.0% | Added |
| North Star Investment Management Corp. | 16 | $5.16K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 16 | $5.16K | 0.00% | +16 | New |
| Signature Equity Partners, LLC | 16 | $5.17K | 0.00% | −1−5.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 18 | $5.81K | 0.00% | −22−55.0% | Reduced |
| Zions Bancorporation, National Association | 19 | $6.13K | 0.00% | +11+137.5% | Added |
| Innovative Asset Advisors Group, LLC | 19 | $6.13K | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 19 | $6.13K | 0.00% | +2+11.8% | Added |
| Rossby Financial, LCC | 19 | $6.32K | 0.00% | +14+280.0% | Added |
| IFP Advisors, Inc | 21 | $6.78K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 21 | $6.78K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 21 | $6.78K | 0.00% | +16+320.0% | Added |
| Crews Bank & Trust | 23 | $7.42K | 0.00% | +23 | New |
| Atlantic Edge Private Wealth Management, LLC | 23 | $7.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $8.07K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 25 | $8.07K | 0.00% | −1,991−98.8% | Reduced |
| McMillan Office, Inc. | 27 | $8.71K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $9.36K | 0.00% | +22+314.3% | Added |
| Truvestments Capital LLC | 30 | $9.68K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 33 | $10.6K | 0.00% | −2−5.7% | Reduced |
| Retirement Wealth Solutions LLC | 33 | $10.7K | 0.01% | −1−2.9% | Reduced |
| Financial Network Wealth Advisors LLC | 34 | $11.0K | 0.01% | +24+240.0% | Added |
| Elequin Capital LP | 36 | $11.6K | 0.00% | −52−59.1% | Reduced |
| Carolina Wealth Advisors, LLC | 36 | $11.6K | 0.00% | +36 | New |
| Eurizon Capital SGR S.p.A. | 42 | $12.6K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 40 | $12.9K | 0.00% | +18+81.8% | Added |
| Blue Bell Private Wealth Management, LLC | 42 | $13.6K | 0.00% | +42 | New |
| Keating Financial Advisory Services, Inc. | 46 | $14.8K | 0.00% | +2+4.5% | Added |
| WPG Advisers, LLC | 47 | $15.2K | 0.01% | +47 | New |
| Rothschild Investment LLC | 48 | $15.5K | 0.00% | +9+23.1% | Added |
| Covestor Ltd | 49 | $16.0K | 0.01% | −37−43.0% | Reduced |
| Acumen Wealth Advisors, LLC | 52 | $16.8K | 0.00% | −9−14.8% | Reduced |
| WealthCollab, LLC | 52 | $16.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 52 | $16.8K | 0.00% | +46+766.7% | Added |
| Cedar Mountain Advisors, LLC | 53 | $17.1K | 0.00% | +50+1,666.7% | Added |
| Contravisory Investment Management, Inc. | 56 | $18.1K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 57 | $18.4K | 0.00% | +4+7.5% | Added |
| Westside Investment Management, Inc. | 60 | $19.9K | 0.00% | +60 | New |
| Harbor Investment Advisory, LLC | 62 | $20.0K | 0.00% | +62 | New |
| Twin Peaks Wealth Advisors, LLC | 63 | $20.3K | 0.01% | +63 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $21.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 67 | $21.6K | 0.00% | +67 | New |
| Harbor Capital Advisors, Inc. | 67 | $22.0K | 0.00% | −12,584−99.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $23.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 72 | $23.2K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 85 | $27.4K | 0.02% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 85 | $27.4K | 0.02% | +85 | New |
| Whittier Trust Co of Nevada Inc | 86 | $28.5K | 0.00% | +86 | New |
| Bare Financial Services, Inc | 96 | $31.0K | 0.01% | +6+6.7% | Added |
| Sound Income Strategies, LLC | 95 | $31.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 108 | $34.9K | 0.00% | +27+33.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 109 | $35.2K | 0.00% | −692−86.4% | Reduced |
| Bayforest Capital Ltd | 110 | $35.5K | 0.04% | −27−19.7% | Reduced |
| Larson Financial Group LLC | 111 | $35.8K | 0.00% | +10+9.9% | Added |
| Measured Wealth Private Client Group, LLC | 116 | $37.4K | 0.01% | −117−50.2% | Reduced |
| NBC Securities, Inc. | 122 | $39.4K | 0.00% | +13+11.9% | Added |
| GHP Investment Advisors, Inc. | 125 | $40.3K | 0.00% | +125 | New |
| Main Street Group, LTD | 125 | $40.3K | 0.01% | +125 | New |
| Private Trust Co NA | 126 | $40.7K | 0.00% | −39−23.6% | Reduced |
| Optiver Holding B.V. | 126 | $40.7K | 0.00% | +116+1,160.0% | Added |
| Proathlete Wealth Management LLC | 137 | $44.4K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 140 | $45.2K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 133 | $45.6K | 0.01% | +9+7.3% | Added |
| Archer Investment Corp | 150 | $48.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 161 | $52.0K | 0.00% | −10−5.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 175 | $56.5K | 0.01% | +100+133.3% | Added |
