| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 0 | $28 | 0.00% | −1−100.0% | Reduced |
| Cordant, Inc. | 0 | $67 | 0.00% | 0 | New |
| Halbert Hargrove Global Advisors, LLC | 0 | $86 | 0.00% | 0 | New |
| SHP Wealth Management | 1 | $186 | 0.00% | −1−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $186 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $186 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $186 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $186 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $369 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $372 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $372 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $412 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $743 | 0.00% | −2−33.3% | Reduced |
| Cornerstone Financial Management LLC | 4 | $743 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $743 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $744 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $929 | 0.00% | +4+400.0% | Added |
| Dunhill Financial, LLC | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $1.11K | 0.00% | −5−45.5% | Reduced |
| Cromwell Holdings LLC | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 7 | $1.30K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 7 | $1.30K | 0.00% | +2+40.0% | Added |
| Signature Equity Partners, LLC | 8 | $1.49K | 0.00% | +1+14.3% | Added |
| Raffa Wealth Management, LLC | 8 | $1.49K | 0.00% | +4+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $1.67K | 0.00% | +1+12.5% | Added |
| HFM Investment Advisors, LLC | 9 | $1.67K | 0.00% | +5+125.0% | Added |
| Rakuten Securities, Inc. | 10 | $1.86K | 0.00% | −50−83.3% | Reduced |
| CX Institutional | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $2.04K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 11 | $2.04K | 0.00% | +1+10.0% | Added |
| High Note Wealth, LLC | 12 | $2.23K | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 12 | $2.23K | 0.00% | +1+9.1% | Added |
| Simplex Trading, LLC | 14 | $2.60K | 0.00% | −34−70.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $2.60K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $2.97K | 0.00% | +16 | New |
| MidFirst Bank | 17 | $3.16K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 17 | $3.16K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $3.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $3.34K | 0.00% | +12+200.0% | Added |
| WealthCollab, LLC | 20 | $3.72K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.72K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 20 | $3.72K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 21 | $3.90K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 22 | $4.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $4.27K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 23 | $4.27K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $4.27K | 0.00% | +17+283.3% | Added |
| Plante Moran Financial Advisors, LLC | 25 | $4.64K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 25 | $4.64K | 0.00% | +25 | New |
| Ameriflex Group, Inc. | 28 | $5.20K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 30 | $5.57K | 0.00% | +30 | New |
| Jackson, Grant Investment Advisers, Inc. | 31 | $5.76K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 31 | $5.76K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $6.32K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 34 | $6.32K | 0.00% | +34 | New |
| Covestor Ltd | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 38 | $7.06K | 0.00% | −6−13.6% | Reduced |
| Huntington National Bank | 39 | $7.25K | 0.00% | +15+62.5% | Added |
| ZRC Wealth Management, LLC | 45 | $8.36K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 45 | $8.36K | 0.00% | +20+80.0% | Added |
| Manning & Napier Advisors LLC | 45 | $8.50K | 0.00% | +13+40.6% | Added |
| Olistico Wealth, LLC | 50 | $9.29K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $9.29K | 0.01% | 00.0% | Unchanged |
| Markowski Investments | 50 | $9.29K | 0.00% | +50 | New |
| Global X Japan Co., Ltd. | 56 | $10.4K | 0.00% | +56 | New |
| Keating Financial Advisory Services, Inc. | 59 | $11.0K | 0.00% | +15+34.1% | Added |
| Coastline Trust Co | 65 | $12.1K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 71 | $12.6K | 0.00% | +71 | New |
| SJS Investment Consulting Inc. | 73 | $13.6K | 0.00% | +30+69.8% | Added |
| Bartlett & Co. Wealth Management LLC | 74 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $13.7K | 0.00% | −12−14.0% | Reduced |
| Provenance Wealth Advisors, LLC | 75 | $13.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $14.3K | 0.00% | +2+2.7% | Added |
| Private Trust Co NA | 78 | $14.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 97 | $18.0K | 0.00% | +86+781.8% | Added |
| Financial Life Planners | 97 | $18.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 98 | $18.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $18.6K | 0.00% | −4−3.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 100 | $18.6K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 100 | $18.6K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $18.6K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 100 | $18.6K | 0.00% | +100 | New |
| Los Angeles Capital Management LLC | 117 | $21.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 132 | $24.5K | 0.00% | −4−2.9% | Reduced |
| Fortitude Family Office, LLC | 134 | $24.9K | 0.00% | +96+252.6% | Added |
| Geneos Wealth Management Inc. | 135 | $25.1K | 0.00% | +135 | New |
| Heritage Wealth Advisors | 138 | $25.6K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 146 | $27.0K | 0.00% | −5−3.3% | Reduced |
| CVA Family Office, LLC | 167 | $31.0K | 0.00% | −1−0.6% | Reduced |
| Basecamp Wealth Advisors LLC | 167 | $31.0K | 0.01% | +28+20.1% | Added |
| First United Bank Trust | 170 | $31.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 184 | $34.2K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 188 | $35.0K | 0.03% | +188 | New |
| Parkside Financial Bank & Trust | 193 | $35.9K | 0.00% | +82+73.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $37.2K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 220 | $40.9K | 0.03% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 221 | $41.0K | 0.00% | 00.0% | Unchanged |