| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $35 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $104 | 0.00% | +2+200.0% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $138 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 5 | $172 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5 | $172 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $172 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $204 | 0.00% | +6 | New |
| SHP Wealth Management | 6 | $206 | 0.00% | +6 | New |
| Basecamp Wealth Advisors LLC | 6 | $207 | 0.00% | +6 | New |
| Cullen/Frost Bankers, Inc. | 7 | $241 | 0.00% | +7 | New |
| Winnow Wealth LLC | 7 | $245 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $276 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $276 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $276 | 0.00% | +8 | New |
| Rossby Financial, LCC | 8 | $276 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 9 | $310 | 0.00% | −48−84.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $345 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10 | $345 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $345 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 11 | $379 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $379 | 0.00% | +4+57.1% | Added |
| Salomon & Ludwin, LLC | 13 | $427 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 15 | $517 | 0.00% | +14+1,400.0% | Added |
| Principia Wealth Advisory, LLC | 16 | $551 | 0.00% | −1−5.9% | Reduced |
| Valued Wealth Advisors LLC | 17 | $586 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $586 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 19 | $655 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $724 | 0.00% | +6+40.0% | Added |
| Ares Financial Consulting, LLC | 21 | $724 | 0.00% | +21 | New |
| Creative Financial Designs Inc | 26 | $896 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 28 | $965 | 0.00% | +10+55.6% | Added |
| Bay Harbor Wealth Management, LLC | 31 | $1.07K | 0.00% | +11+55.0% | Added |
| Optima Capital LLC | 32 | $1.10K | 0.00% | +32 | New |
| Brown, Lisle/Cummings, Inc. | 33 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 33 | $1.14K | 0.00% | +6+22.2% | Added |
| Cromwell Holdings LLC | 34 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $1.38K | 0.00% | −2−4.8% | Reduced |
| Zions Bancorporation, National Association | 44 | $1.52K | 0.00% | +44 | New |
| South State Corp. | 46 | $1.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $1.59K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $1.72K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 52 | $1.79K | 0.00% | +52 | New |
| Flagship Harbor Advisors, LLC | 55 | $1.90K | 0.00% | +55 | New |
| Johnson Financial Group, Inc. | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 58 | $2.00K | 0.00% | +58 | New |
| Winthrop Capital Management, LLC | 54 | $2.00K | 0.00% | +54 | New |
| Prestige Wealth Management Group LLC | 64 | $2.21K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 69 | $2.38K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 70 | $2.41K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 75 | $2.58K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 79 | $2.72K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 82 | $2.83K | 0.00% | +82 | New |
| Sachetta, LLC | 84 | $2.90K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 96 | $3.31K | 0.00% | +65+209.7% | Added |
| Independence Bank of Kentucky | 100 | $3.45K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 100 | $3.45K | 0.00% | +100 | New |
| Larson Financial Group LLC | 116 | $4.00K | 0.00% | +78+205.3% | Added |
| CKW Financial Group | 111 | $4.00K | 0.00% | −87−43.9% | Reduced |
| Optiver Holding B.V. | 121 | $4.17K | 0.00% | −491−80.2% | Reduced |
| BFSG, LLC | 122 | $4.21K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 132 | $4.55K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 132 | $4.55K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 145 | $5.00K | 0.00% | +145 | New |
| Assetmark, Inc | 154 | $5.31K | 0.00% | +18+13.2% | Added |
| Private Wealth Management Group, LLC | 173 | $5.96K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 200 | $6.00K | 0.00% | +100+100.0% | Added |
| Solstein Capital, LLC | 183 | $6.31K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $6.89K | 0.00% | +200 | New |
| Capital Advisors, Ltd. LLC | 217 | $7.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 209 | $7.20K | 0.00% | +208+20,800.0% | Added |
| TD Waterhouse Canada Inc. | 218 | $7.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 222 | $7.65K | 0.00% | −32−12.6% | Reduced |
| Red Tortoise LLC | 233 | $8.03K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 250 | $8.62K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 258 | $8.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 258 | $8.89K | 0.00% | +15+6.2% | Added |
| Acumen Wealth Advisors, LLC | 260 | $8.96K | 0.00% | +260 | New |
| Huntington National Bank | 267 | $9.20K | 0.00% | −32−10.7% | Reduced |
| JFS Wealth Advisors, LLC | 269 | $9.27K | 0.00% | +78+40.8% | Added |
| T. Rowe Price Investment Management, Inc. | 313 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 350 | $12.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 371 | $13.0K | 0.01% | −2−0.5% | Reduced |
| Torren Management, LLC | 384 | $13.2K | 0.01% | +384 | New |
| Vision Financial Markets LLC | 390 | $13.4K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 392 | $13.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 451 | $15.5K | 0.00% | +413+1,086.8% | Added |
| SRS Capital Advisors, Inc. | 470 | $16.2K | 0.00% | −57,449−99.2% | Reduced |
| Toronto Dominion Bank | 509 | $17.6K | 0.00% | +509 | New |
| Wellington-Altus USA Inc. | 523 | $18.0K | 0.01% | +523 | New |
| DiNuzzo Private Wealth, Inc. | 537 | $18.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 540 | $18.6K | 0.02% | +326+152.3% | Added |
| Deseret Mutual Benefit Administrators | 606 | $20.9K | 0.01% | +374+161.2% | Added |
| Ancora Advisors, LLC | 622 | $21.4K | 0.00% | +622 | New |
| Massmutual Trust Co FSB | 674 | $23.2K | 0.00% | +31+4.8% | Added |
| SageView Advisory Group, LLC | 781 | $26.9K | 0.00% | +781 | New |
| PenderFund Capital Management Ltd. | 800 | $27.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 821 | $28.1K | 0.00% | 00.0% | Unchanged |