| TD Private Client Wealth LLC | 0 | $55 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 1 | $103 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $154 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $154 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $307 | 0.00% | −35−94.6% | Reduced |
| Rialto Wealth Management, LLC | 2 | $307 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $307 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $307 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $307 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $307 | 0.00% | +2 | New |
| Basecamp Wealth Advisors LLC | 2 | $307 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $461 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $463 | 0.00% | +1+50.0% | Added |
| Ankerstar Wealth, LLC | 3 | $465 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 4 | $613 | 0.00% | +4 | New |
| Central Trust Co | 4 | $614 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 5 | $767 | 0.00% | −4−44.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $767 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $767 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 9 | $1.38K | 0.00% | −92−91.1% | Reduced |
| Rossby Financial, LCC | 9 | $1.38K | 0.00% | +5+125.0% | Added |
| MidFirst Bank | 1,520 | $1.38K | 0.00% | +1,520 | New |
| Signature Equity Partners, LLC | 9 | $1.38K | 0.00% | +9 | New |
| Newbridge Financial Services Group, Inc. | 9 | $1.39K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 11 | $1.69K | 0.00% | +11 | New |
| Montag A & Associates Inc | 11 | $1.74K | 0.00% | −3−21.4% | Reduced |
| Financial Network Wealth Advisors LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $1.84K | 0.00% | +3+33.3% | Added |
| Kilter Group LLC | 12 | $1.84K | 0.00% | +12 | New |
| Keating Financial Advisory Services, Inc. | 13 | $1.99K | 0.00% | +13 | New |
| Marquette Asset Management, LLC | 15 | $2.30K | 0.00% | +15 | New |
| Torren Management, LLC | 18 | $2.76K | 0.00% | +18 | New |
| Rocky Mountain Advisers, LLC | 20 | $3.07K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 22 | $3.37K | 0.00% | −2−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 22 | $3.37K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $3.53K | 0.00% | −19−45.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $3.83K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 26 | $4.39K | 0.00% | +26 | New |
| Clearstead Advisors, LLC | 29 | $4.45K | 0.00% | −17−37.0% | Reduced |
| Basepoint Wealth LLC | 29 | $4.50K | 0.00% | +29 | New |
| TD Waterhouse Canada Inc. | 30 | $4.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $4.60K | 0.00% | −15−33.3% | Reduced |
| Dogwood Wealth Management LLC | 30 | $4.60K | 0.00% | +19+172.7% | Added |
| JFS Wealth Advisors, LLC | 30 | $4.61K | 0.00% | +7+30.4% | Added |
| Versant Capital Management, Inc | 32 | $4.91K | 0.00% | −55−63.2% | Reduced |
| True Wealth Design, LLC | 33 | $5.06K | 0.00% | +10+43.5% | Added |
| GWM Advisors LLC | 33 | $5.11K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $5.98K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 39 | $5.98K | 0.00% | +39 | New |
| Leonteq Securities AG | 41 | $6.29K | 0.00% | −4,000−99.0% | Reduced |
| Park Place Capital Corp | 42 | $6.44K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 45 | $6.94K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 48 | $7.00K | 0.00% | −1−2.0% | Reduced |
| Quarry LP | 46 | $7.05K | 0.00% | −290−86.3% | Reduced |
| SRS Capital Advisors, Inc. | 51 | $7.82K | 0.00% | −2,132−97.7% | Reduced |
| McIlrath & Eck, LLC | 52 | $7.97K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 54 | $8.28K | 0.00% | +7+14.9% | Added |
| First Horizon Corp | 55 | $8.44K | 0.00% | −35−38.9% | Reduced |
| Retirement Wealth Solutions LLC | 63 | $9.61K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 84 | $12.9K | 0.00% | −49−36.8% | Reduced |
| Crewe Advisors LLC | 84 | $12.9K | 0.00% | +8+10.5% | Added |
| IFP Advisors, Inc | 114 | $17.5K | 0.00% | +40+54.1% | Added |
| Massmutual Trust Co FSB | 123 | $18.9K | 0.00% | +42+51.9% | Added |
| Private Trust Co NA | 128 | $19.6K | 0.00% | +26+25.5% | Added |
| Westside Investment Management, Inc. | 131 | $20.1K | 0.00% | −23−14.9% | Reduced |
| Root Financial Partners, LLC | 137 | $21.0K | 0.00% | +4+3.0% | Added |
| Parkside Financial Bank & Trust | 150 | $23.0K | 0.00% | +18+13.6% | Added |
| Hantz Financial Services, Inc. | 185 | $28.0K | 0.00% | +117+172.1% | Added |
| Signaturefd, LLC | 191 | $29.3K | 0.00% | +3+1.6% | Added |
| CIBC Private Wealth Group, LLC | 192 | $29.4K | 0.00% | −31−13.9% | Reduced |
| Essential Partners LLC | 192 | $29.4K | 0.01% | +81+73.0% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $30.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 203 | $31.7K | 0.00% | +69+51.5% | Added |
| Measured Wealth Private Client Group, LLC | 208 | $31.9K | 0.01% | +26+14.3% | Added |
| Northwestern Mutual Wealth Management Co | 210 | $32.2K | 0.00% | −17−7.5% | Reduced |
| Sterling Capital Management LLC | 214 | $32.8K | 0.00% | +134+167.5% | Added |
| Parallel Advisors, LLC | 245 | $37.6K | 0.00% | +97+65.5% | Added |
| State of Wyoming | 246 | $37.7K | 0.00% | −756−75.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 230 | $38.2K | 0.00% | −130−36.1% | Reduced |
| Ronald Blue Trust, Inc. | 268 | $41.1K | 0.00% | −88−24.7% | Reduced |
| Umb Bank N A | 298 | $45.7K | 0.00% | +52+21.1% | Added |
| Caitong International Asset Management Co., Ltd | 304 | $46.6K | 0.01% | +179+143.2% | Added |
| Winnow Wealth LLC | 321 | $49.4K | 0.04% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 334 | $51.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 342 | $52.4K | 0.00% | +178+108.5% | Added |
| Assetmark, Inc | 380 | $58.3K | 0.00% | +13+3.5% | Added |
| Danske Bank A/S | 400 | $61.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 403 | $61.8K | 0.00% | +403 | New |
| Advisors Asset Management, Inc. | 405 | $62.1K | 0.00% | −5−1.2% | Reduced |
| Huntington National Bank | 484 | $74.2K | 0.00% | −13−2.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 501 | $77.0K | 0.00% | +131+35.4% | Added |
| Covestor Ltd | 578 | $89.0K | 0.05% | +77+15.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 674 | $103.4K | 0.01% | +674 | New |
| Meeder Asset Management Inc | 693 | $106.3K | 0.01% | +594+600.0% | Added |
| GAMMA Investing LLC | 696 | $106.7K | 0.01% | +114+19.6% | Added |