| Avion Wealth | 8 | $0 | 0.00% | −9−52.9% | Reduced |
| Evolution Advisers, Inc. | 8 | $0 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 1 | $74 | 0.00% | +1 | New |
| Colonial Trust Co | 1 | $91 | 0.00% | −52−98.1% | Reduced |
| LRI Investments, LLC | 2 | $142 | 0.00% | −64−97.0% | Reduced |
| Quarry LP | 2 | $142 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 3 | $213 | 0.00% | −2−40.0% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $213 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $213 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $284 | 0.00% | −11−73.3% | Reduced |
| SHP Wealth Management | 4 | $284 | 0.00% | −6−60.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $284 | 0.00% | −1−20.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 5 | $354 | 0.00% | −19−79.2% | Reduced |
| Stone House Investment Management, LLC | 5 | $354 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $355 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $425 | 0.00% | −4−40.0% | Reduced |
| MV Capital Management, Inc. | 6 | $426 | 0.00% | +5+500.0% | Added |
| Creative Capital Management Investments LLC | 7 | $496 | 0.00% | +7 | New |
| Ameriflex Group, Inc. | 8 | $567 | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 8 | $567 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $568 | 0.00% | −4−33.3% | Reduced |
| UMA Financial Services, Inc. | 8 | $568 | 0.00% | +8 | New |
| Horizon Investments, LLC | 8 | $572 | 0.00% | +8 | New |
| Park Place Capital Corp | 10 | $709 | 0.00% | −1−9.1% | Reduced |
| Cedar Mountain Advisors, LLC | 10 | $709 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 10 | $709 | 0.00% | +10 | New |
| Federated Hermes, Inc. | 11 | $780 | 0.00% | −71−86.6% | Reduced |
| Spire Wealth Management | 11 | $780 | 0.00% | +11 | New |
| Gilpin Wealth Management, LLC | 11 | $780 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $864 | 0.00% | +12 | New |
| Cromwell Holdings LLC | 13 | $921 | 0.00% | +3+30.0% | Added |
| Kilter Group LLC | 13 | $922 | 0.00% | +11+550.0% | Added |
| GW&K Investment Management, LLC | 18 | $1.00K | 0.00% | −764−97.7% | Reduced |
| CX Institutional | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $1.06K | 0.00% | +15 | New |
| Noble Wealth Management PBC | 16 | $1.13K | 0.00% | +16 | New |
| Wealth Enhancement Trust Services, Inc. | 16 | $1.13K | 0.00% | +16 | New |
| Plante Moran Financial Advisors, LLC | 18 | $1.28K | 0.00% | +18 | New |
| Activest Wealth Management | 21 | $1.49K | 0.00% | −249−92.2% | Reduced |
| Cape Investment Advisory, Inc. | 24 | $1.70K | 0.00% | +24 | New |
| Silver Grove Financial Group, Inc. | 26 | $1.84K | 0.00% | +26 | New |
| Versant Capital Management, Inc | 27 | $1.91K | 0.00% | −574−95.5% | Reduced |
| First Horizon Corp | 27 | $1.91K | 0.00% | −266−90.8% | Reduced |
| CVA Family Office, LLC | 27 | $1.91K | 0.00% | −12−30.8% | Reduced |
| Private Wealth Management Group, LLC | 27 | $1.91K | 0.00% | +20+285.7% | Added |
| Farmers & Merchants Investments Inc | 27 | $1.91K | 0.00% | +27 | New |
| WPG Advisers, LLC | 28 | $1.99K | 0.00% | +7+33.3% | Added |
| Continuum Advisory, LLC | 28 | $1.99K | 0.00% | +28 | New |
| Steigerwald, Gordon & Koch Inc. | 29 | $2.06K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 30 | $2.13K | 0.00% | −268−89.9% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $2.20K | 0.00% | +4+14.8% | Added |
| Bogart Wealth, LLC | 34 | $2.41K | 0.00% | +28+466.7% | Added |
| Action Point Financial Planning, LLC | 37 | $2.41K | 0.00% | +37 | New |
| AdvisorNet Financial, Inc | 43 | $3.05K | 0.00% | −15−25.9% | Reduced |
| Wolff Wiese Magana LLC | 49 | $3.47K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 50 | $3.54K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 58 | $4.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $4.25K | 0.00% | −42−41.2% | Reduced |
| Owl Creek Wealth Partners LLC | 65 | $4.61K | 0.00% | −135−67.5% | Reduced |
| Basecamp Wealth Advisors LLC | 71 | $5.03K | 0.00% | −157−68.9% | Reduced |
| Mather Group, LLC. | 76 | $5.39K | 0.00% | −14−15.6% | Reduced |
| Private Trust Co NA | 80 | $5.67K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 90 | $6.38K | 0.00% | −25−21.7% | Reduced |
| Fortitude Family Office, LLC | 92 | $6.52K | 0.00% | +89+2,966.7% | Added |
| Atlantic Trust, LLC | 101 | $7.16K | 0.00% | +101 | New |
| Bare Financial Services, Inc | 103 | $7.30K | 0.00% | +103 | New |
| Smartleaf Asset Management LLC | 106 | $7.51K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 132 | $9.36K | 0.00% | +132 | New |
| Parallel Advisors, LLC | 144 | $10.2K | 0.00% | −152−51.4% | Reduced |
| Bessemer Group Inc | 154 | $11.0K | 0.00% | −23−13.0% | Reduced |
| CoreCap Advisors, LLC | 165 | $11.7K | 0.00% | +9+5.8% | Added |
| ZRC Wealth Management, LLC | 174 | $12.3K | 0.00% | −13−7.0% | Reduced |
| Entrust Financial LLC | 183 | $13.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 185 | $13.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 191 | $13.5K | 0.00% | +53+38.4% | Added |
| Harbour Investments, Inc. | 214 | $15.2K | 0.00% | +213+21,300.0% | Added |
| Quent Capital, LLC | 216 | $15.3K | 0.00% | +146+208.6% | Added |
| Signaturefd, LLC | 221 | $15.7K | 0.00% | −533−70.7% | Reduced |
| Institute for Wealth Management, LLC. | 253 | $17.9K | 0.00% | +253 | New |
| Banque Cantonale Vaudoise | 258 | $18.0K | 0.00% | −113−30.5% | Reduced |
| Parkside Financial Bank & Trust | 309 | $21.9K | 0.00% | −12−3.7% | Reduced |
| True Wealth Design, LLC | 316 | $22.4K | 0.01% | −289−47.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 341 | $24.2K | 0.00% | +72+26.8% | Added |
| Daiwa Securities Group Inc. | 355 | $25.2K | 0.00% | −180−33.6% | Reduced |
| Whittier Trust Co | 364 | $27.6K | 0.00% | −52−12.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 407 | $28.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 415 | $29.4K | 0.00% | +378+1,021.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 432 | $30.6K | 0.00% | +386+839.1% | Added |
| Huntington National Bank | 460 | $32.6K | 0.00% | +202+78.3% | Added |
| Penserra Capital Management LLC | 506 | $35.0K | 0.00% | +506 | New |
| HM Payson & Co | 509 | $36.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 486 | $37.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 529 | $37.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 603 | $44.0K | 0.00% | +388+180.5% | Added |
| SJS Investment Consulting Inc. | 764 | $54.2K | 0.01% | +385+101.6% | Added |
| MetLife Investment Management | 855 | $60.6K | 0.00% | −390−31.3% | Reduced |
| Acadian Asset Management LLC | 864 | $61.0K | 0.00% | +864 | New |
| Federation des caisses Desjardins du Quebec | 934 | $66.2K | 0.00% | +855+1,082.3% | Added |
| Brown Brothers Harriman & Co | 948 | $67.2K | 0.00% | −433−31.4% | Reduced |
