| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Stonebridge Financial Group, LLC | 1 | $114 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $115 | 0.00% | −70−98.6% | Reduced |
| TFC Financial Management | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $181 | 0.00% | +2 | Added |
| Tortoise Investment Management, LLC | 2 | $228 | 0.00% | −527−99.6% | Reduced |
| American Capital Advisory, LLC | 2 | $229 | 0.00% | +2 | New |
| Wood Tarver Financial Group, LLC | 3 | $343 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $452 | 0.00% | +4 | New |
| Transce3nd, LLC | 4 | $456 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $456 | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $456 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $457 | 0.00% | +4 | New |
| CVA Family Office, LLC | 5 | $571 | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 6 | $685 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 6 | $685 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $689 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 7 | $799 | 0.00% | +7 | New |
| Bokf, NA | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.03K | 0.00% | +5+125.0% | Added |
| Cromwell Holdings LLC | 9 | $1.03K | 0.00% | +9 | New |
| Kozak & Associates, Inc. | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $1.48K | 0.00% | +13 | New |
| Legacy Wealth Managment, LLC | 17 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $2.05K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 18 | $2.05K | 0.00% | +18 | New |
| Global Financial Private Client, LLC | 21 | $2.40K | 0.00% | +15+250.0% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $2.63K | 0.00% | +3+15.0% | Added |
| SBI Securities Co., Ltd. | 24 | $2.74K | 0.00% | −5−17.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 24 | $2.74K | 0.00% | +1+4.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 26 | $2.97K | 0.00% | +26 | New |
| CX Institutional | 30 | $3.00K | 0.00% | +30 | New |
| TD Capital Management LLC | 27 | $3.08K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 28 | $3.19K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $3.42K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 32 | $3.65K | 0.00% | +11+52.4% | Added |
| NewSquare Capital LLC | 32 | $3.65K | 0.00% | +32 | New |
| Larson Financial Group LLC | 35 | $3.99K | 0.00% | +31+775.0% | Added |
| MV Capital Management, Inc. | 36 | $4.11K | 0.00% | −14−28.0% | Reduced |
| AdvisorNet Financial, Inc | 37 | $4.22K | 0.00% | +1+2.8% | Added |
| First Command Advisory Services, Inc. | 39 | $4.45K | 0.00% | +39 | New |
| Colonial Trust Co | 40 | $4.54K | 0.00% | −215−84.3% | Reduced |
| Wolff Wiese Magana LLC | 40 | $4.56K | 0.00% | +40 | New |
| Highline Wealth Partners LLC | 43 | $4.91K | 0.00% | +43 | New |
| Harbour Investments, Inc. | 58 | $6.62K | 0.00% | −162−73.6% | Reduced |
| High Note Wealth, LLC | 61 | $6.96K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 62 | $7.07K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 62 | $7.07K | 0.00% | +62 | New |
| HighMark Wealth Management LLC | 63 | $7.19K | 0.00% | −33−34.4% | Reduced |
| Beacon Capital Management, LLC | 64 | $7.30K | 0.00% | +64 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $7.30K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 68 | $7.76K | 0.00% | +66+3,300.0% | Added |
| Tradewinds Capital Management, LLC | 72 | $8.22K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 74 | $8.44K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $8.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 77 | $8.79K | 0.00% | −5−6.1% | Reduced |
| JFS Wealth Advisors, LLC | 82 | $9.36K | 0.00% | +13+18.8% | Added |
| Fortitude Family Office, LLC | 84 | $9.58K | 0.00% | −41−32.8% | Reduced |
| Central Trust Co | 91 | $10.4K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 99 | $11.3K | 0.00% | +25+33.8% | Added |
| Bayforest Capital Ltd | 102 | $11.6K | 0.01% | +91+827.3% | Added |
| Farmers & Merchants Investments Inc | 103 | $11.8K | 0.00% | +47+83.9% | Added |
| GHP Investment Advisors, Inc. | 103 | $11.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $12.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 116 | $13.2K | 0.01% | −889−88.5% | Reduced |
| MAI Capital Management | 117 | $13.3K | 0.00% | +11+10.4% | Added |
| Harbor Capital Advisors, Inc. | 119 | $14.0K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 124 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 144 | $16.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 150 | $17.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 154 | $17.6K | 0.00% | +13+9.2% | Added |
| Central Pacific Bank - Trust Division | 156 | $17.8K | 0.00% | −43−21.6% | Reduced |
| Atlantic Trust, LLC | 159 | $18.1K | 0.00% | +108+211.8% | Added |
| Hemington Wealth Management | 179 | $20.0K | 0.00% | +41+29.7% | Added |
| SOA Wealth Advisors, LLC. | 187 | $21.3K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $22.8K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 201 | $22.9K | 0.00% | +140+229.5% | Added |
| NBC Securities, Inc. | 204 | $23.0K | 0.00% | +204 | New |
| City Holding Co | 207 | $23.6K | 0.00% | +207 | New |
| Leonteq Securities AG | 229 | $26.1K | 0.00% | +221+2,762.5% | Added |
| Riverview Trust Co | 245 | $28.0K | 0.03% | −8−3.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 249 | $28.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 253 | $28.9K | 0.01% | −87−25.6% | Reduced |
| Raleigh Capital Management Inc. | 265 | $30.2K | 0.01% | −9−3.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 270 | $30.8K | 0.03% | +5+1.9% | Added |
| Acadian Asset Management LLC | 282 | $32.0K | 0.00% | −466−62.3% | Reduced |
| Covestor Ltd | 295 | $33.0K | 0.02% | +7+2.4% | Added |
| True Wealth Design, LLC | 290 | $33.1K | 0.01% | +29+11.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 290 | $33.1K | 0.01% | +290 | New |
| Versant Capital Management, Inc | 291 | $33.2K | 0.01% | +27+10.2% | Added |
| Old Second National Bank of Aurora | 300 | $34.2K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 300 | $34.2K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 318 | $36.3K | 0.00% | +25+8.5% | Added |
| Huntington National Bank | 321 | $36.6K | 0.00% | −96−23.0% | Reduced |
| Optiver Holding B.V. | 329 | $37.5K | 0.00% | +329 | New |