| Avion Wealth | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $34 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $59 | 0.00% | −1−50.0% | Reduced |
| Hughes Financial Services, LLC | 2 | $68 | 0.00% | −15−88.2% | Reduced |
| SBI Securities Co., Ltd. | 2 | $68 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $102 | 0.00% | −1−25.0% | Reduced |
| Abound Wealth Management | 4 | $137 | 0.00% | −1−20.0% | Reduced |
| GHP Investment Advisors, Inc. | 4 | $137 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 5 | $170 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $170 | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 7 | $239 | 0.00% | −1−12.5% | Reduced |
| DecisionPoint Financial, LLC | 8 | $273 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $307 | 0.00% | +6+200.0% | Added |
| Cornerstone Planning Group LLC | 9 | $340 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $375 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $408 | 0.00% | +1+9.1% | Added |
| SJS Investment Consulting Inc. | 16 | $545 | 0.00% | +6+60.0% | Added |
| USA Financial Portformulas Corp | 17 | $579 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 17 | $579 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17 | $579 | 0.00% | +17 | New |
| Cornerstone Financial Management LLC | 18 | $613 | 0.00% | +3+20.0% | Added |
| Rialto Wealth Management, LLC | 22 | $750 | 0.00% | −2−8.3% | Reduced |
| Rossby Financial, LCC | 23 | $772 | 0.00% | +23 | New |
| Trust Co | 23 | $783 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 23 | $784 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $851 | 0.00% | +1+4.2% | Added |
| JPL Wealth Management, LLC | 25 | $852 | 0.00% | +25 | New |
| Harvest Fund Management Co., Ltd | 15 | $1.00K | 0.00% | −6,440−99.8% | Reduced |
| Wealth Preservation Advisors, LLC | 38 | $1.29K | 0.00% | +38 | New |
| Larson Financial Group LLC | 39 | $1.33K | 0.00% | −201−83.8% | Reduced |
| Picton Mahoney Asset Management | 40 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 40 | $1.36K | 0.00% | +10+33.3% | Added |
| WPG Advisers, LLC | 50 | $1.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $1.77K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 52 | $1.77K | 0.00% | +15+40.5% | Added |
| Raleigh Capital Management Inc. | 59 | $2.01K | 0.00% | +59 | New |
| CVA Family Office, LLC | 63 | $2.15K | 0.00% | +63 | New |
| Financial Network Wealth Advisors LLC | 65 | $2.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $2.42K | 0.00% | −1−1.4% | Reduced |
| Fortitude Family Office, LLC | 75 | $2.55K | 0.00% | −2−2.6% | Reduced |
| IFP Advisors, Inc | 81 | $2.76K | 0.00% | −61−43.0% | Reduced |
| IMA Wealth, Inc. | 82 | $2.79K | 0.00% | −9−9.9% | Reduced |
| True Wealth Design, LLC | 83 | $2.83K | 0.00% | +28+50.9% | Added |
| Longview Financial Advisors, Inc. | 87 | $2.96K | 0.00% | +87 | New |
| Godfrey Financial Associates, Inc. | 90 | $3.06K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 92 | $3.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 91 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 96 | $3.27K | 0.00% | +96 | New |
| Rothschild Investment LLC | 104 | $3.54K | 0.00% | −16−13.3% | Reduced |
| Assetmark, Inc | 109 | $3.71K | 0.00% | +17+18.5% | Added |
| North Star Investment Management Corp. | 114 | $3.88K | 0.00% | +114 | New |
| CoreCap Advisors, LLC | 115 | $3.92K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 122 | $4.15K | 0.00% | +122 | New |
| Altshuler Shaham Ltd | 123 | $4.19K | 0.00% | +9+7.9% | Added |
| SRS Capital Advisors, Inc. | 128 | $4.36K | 0.00% | +31+32.0% | Added |
| Federation des caisses Desjardins du Quebec | 131 | $4.47K | 0.00% | +131 | New |
| Sound Income Strategies, LLC | 169 | $5.67K | 0.00% | −50−22.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 184 | $6.26K | 0.00% | +149+425.7% | Added |
| Root Financial Partners, LLC | 185 | $6.30K | 0.00% | +15+8.8% | Added |
| GWM Advisors LLC | 186 | $6.33K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 193 | $6.57K | 0.00% | +145+302.1% | Added |
| Steward Partners Investment Advisory, LLC | 208 | $7.08K | 0.00% | −1,473−87.6% | Reduced |
| Crewe Advisors LLC | 229 | $7.80K | 0.00% | +185+420.5% | Added |
| Bare Financial Services, Inc | 236 | $8.04K | 0.00% | +34+16.8% | Added |
| Kilter Group LLC | 236 | $8.04K | 0.00% | +236 | New |
| Twin Peaks Wealth Advisors, LLC | 242 | $8.24K | 0.00% | +242 | New |
| Rachor Investment Advisory Services, LLC | 249 | $8.48K | 0.00% | +4+1.6% | Added |
| Group One Trading, L.P. | 255 | $8.68K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 262 | $8.92K | 0.00% | −1,024−79.6% | Reduced |
| Advisors Asset Management, Inc. | 285 | $9.70K | 0.00% | −184−39.2% | Reduced |
| Bell Investment Advisors, Inc | 290 | $9.88K | 0.00% | −19−6.1% | Reduced |
| Advisory Services Network, LLC | 322 | $11.0K | 0.00% | +322 | New |
| AdvisorNet Financial, Inc | 335 | $11.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 337 | $11.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 350 | $11.9K | 0.00% | +52+17.4% | Added |
| Marquette Asset Management, LLC | 353 | $12.0K | 0.00% | +17+5.1% | Added |
| Private Wealth Management Group, LLC | 444 | $15.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 461 | $15.7K | 0.01% | +377+448.8% | Added |
| Northwestern Mutual Wealth Management Co | 462 | $15.7K | 0.00% | +172+59.3% | Added |
| Kemnay Advisory Services Inc. | 507 | $17.3K | 0.00% | +507 | New |
| Umb Bank N A | 509 | $17.3K | 0.00% | +43+9.2% | Added |
| Sterling Capital Management LLC | 513 | $17.5K | 0.00% | −19−3.6% | Reduced |
| Parallel Advisors, LLC | 576 | $19.6K | 0.00% | +380+193.9% | Added |
| WealthCollab, LLC | 587 | $20.0K | 0.01% | −93−13.7% | Reduced |
| Richardson Financial Services Inc. | 647 | $22.0K | 0.01% | +42+6.9% | Added |
| Rockefeller Capital Management L.P. | 675 | $23.0K | 0.00% | −1,498−68.9% | Reduced |
| Salomon & Ludwin, LLC | 823 | $27.4K | 0.00% | +113+15.9% | Added |
| First Horizon Corp | 902 | $30.7K | 0.00% | −344−27.6% | Reduced |
| Farther Finance Advisors, LLC | 998 | $33.5K | 0.00% | −214−17.7% | Reduced |
| Adirondack Trust Co | 1,000 | $34.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,060 | $36.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,097 | $37.4K | 0.00% | +54+5.2% | Added |
| Public Employees Retirement System of Ohio | 1,100 | $37.5K | 0.00% | +119+12.1% | Added |
| Smartleaf Asset Management LLC | 1,086 | $38.3K | 0.00% | −1,488−57.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,285 | $43.8K | 0.00% | −577−31.0% | Reduced |
| Quadrant Capital Group LLC | 1,672 | $56.9K | 0.00% | −2,317−58.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,687 | $57.4K | 0.00% | −191−10.2% | Reduced |
| Covestor Ltd | 1,775 | $60.0K | 0.04% | −1,760−49.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,855 | $63.2K | 0.00% | −1,634−46.8% | Reduced |
| Signaturefd, LLC | 1,881 | $64.0K | 0.00% | +1,049+126.1% | Added |
