| Avion Wealth | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 8 | $0 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 1 | $34 | 0.00% | −1−50.0% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $35 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $69 | 0.00% | −5−71.4% | Reduced |
| DecisionPoint Financial, LLC | 2 | $71 | 0.00% | −6−75.0% | Reduced |
| Davis Capital Management | 4 | $136 | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $136 | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 4 | $137 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $137 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $239 | 0.00% | +4+133.3% | Added |
| TD Private Client Wealth LLC | 9 | $307 | 0.00% | +4+80.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $375 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 11 | $375 | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 12 | $409 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 14 | $477 | 0.00% | +14 | New |
| Creative Capital Management Investments LLC | 15 | $511 | 0.00% | +15 | New |
| Ankerstar Wealth, LLC | 16 | $545 | 0.00% | −1−5.9% | Reduced |
| SJS Investment Consulting Inc. | 16 | $546 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $580 | 0.00% | −1−5.6% | Reduced |
| Whipplewood Advisors, LLC | 17 | $580 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $716 | 0.00% | −54−72.0% | Reduced |
| Assetmark, Inc | 22 | $750 | 0.00% | −87−79.8% | Reduced |
| Rialto Wealth Management, LLC | 22 | $750 | 0.00% | 00.0% | Unchanged |
| Trust Co | 23 | $784 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $853 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 32 | $989 | 0.00% | +32 | New |
| Harvest Fund Management Co., Ltd | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 35 | $1.19K | 0.00% | +35 | New |
| Bruce G. Allen Investments, LLC | 40 | $1.36K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $1.40K | 0.00% | −42−50.6% | Reduced |
| Larson Financial Group LLC | 44 | $1.50K | 0.00% | +5+12.8% | Added |
| Farmers & Merchants Investments Inc | 52 | $1.77K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 52 | $1.77K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 62 | $2.11K | 0.00% | −122−66.3% | Reduced |
| Rothschild Investment LLC | 65 | $2.22K | 0.00% | −39−37.5% | Reduced |
| Financial Network Wealth Advisors LLC | 65 | $2.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $2.22K | 0.00% | +2+3.2% | Added |
| Marquette Asset Management, LLC | 71 | $2.42K | 0.00% | −282−79.9% | Reduced |
| Quarry LP | 78 | $2.66K | 0.00% | +78 | New |
| IFP Advisors, Inc | 81 | $2.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 81 | $2.76K | 0.00% | +10+14.1% | Added |
| Godfrey Financial Associates, Inc. | 90 | $3.07K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 91 | $3.10K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 92 | $3.14K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 96 | $3.27K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 99 | $3.38K | 0.00% | −961−90.7% | Reduced |
| Fulcrum Asset Management LLP | 110 | $3.74K | 0.00% | +110 | New |
| North Star Investment Management Corp. | 114 | $3.89K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 117 | $3.99K | 0.00% | −344−74.6% | Reduced |
| IMA Wealth, Inc. | 127 | $4.33K | 0.00% | +45+54.9% | Added |
| Steward Partners Investment Advisory, LLC | 141 | $4.81K | 0.00% | −67−32.2% | Reduced |
| Clearstead Advisors, LLC | 142 | $4.84K | 0.00% | +142 | New |
| Continuum Advisory, LLC | 153 | $5.22K | 0.00% | +153 | New |
| Altshuler Shaham Ltd | 156 | $5.32K | 0.00% | +33+26.8% | Added |
| Bare Financial Services, Inc | 164 | $5.59K | 0.00% | −72−30.5% | Reduced |
| GWM Advisors LLC | 171 | $5.83K | 0.00% | −15−8.1% | Reduced |
| Private Trust Co NA | 216 | $7.36K | 0.00% | +216 | New |
| Zions Bancorporation, National Association | 218 | $7.43K | 0.00% | +96+78.7% | Added |
| Raffa Wealth Management, LLC | 225 | $7.67K | 0.00% | +200+800.0% | Added |
| Umb Bank N A | 231 | $7.88K | 0.00% | −278−54.6% | Reduced |
| Bell Investment Advisors, Inc | 234 | $7.98K | 0.00% | −56−19.3% | Reduced |
| Rockefeller Capital Management L.P. | 241 | $8.22K | 0.00% | −434−64.3% | Reduced |
| Acumen Wealth Advisors, LLC | 242 | $8.25K | 0.00% | +49+25.4% | Added |
| Parallel Advisors, LLC | 262 | $8.93K | 0.00% | −314−54.5% | Reduced |
| Torren Management, LLC | 262 | $8.93K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 265 | $9.03K | 0.00% | −248−48.3% | Reduced |
| Advisors Asset Management, Inc. | 285 | $9.72K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 327 | $11.1K | 0.00% | −23−6.6% | Reduced |
| AdvisorNet Financial, Inc | 335 | $11.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 337 | $11.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 423 | $14.4K | 0.00% | +423 | New |
| Crewe Advisors LLC | 431 | $14.7K | 0.00% | +202+88.2% | Added |
| Northwestern Mutual Wealth Management Co | 436 | $14.9K | 0.00% | −26−5.6% | Reduced |
| Private Wealth Management Group, LLC | 444 | $15.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 484 | $16.5K | 0.00% | −23−4.5% | Reduced |
| Kilter Group LLC | 488 | $16.6K | 0.01% | +252+106.8% | Added |
| WealthCollab, LLC | 587 | $20.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 587 | $20.0K | 0.00% | +587 | New |
| Richardson Financial Services Inc. | 617 | $21.0K | 0.01% | −30−4.6% | Reduced |
| Salomon & Ludwin, LLC | 685 | $24.1K | 0.00% | −138−16.8% | Reduced |
| Farther Finance Advisors, LLC | 738 | $25.2K | 0.00% | −260−26.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 748 | $25.5K | 0.00% | +748 | New |
| Optiver Holding B.V. | 756 | $25.8K | 0.00% | +756 | New |
| First Horizon Corp | 866 | $29.5K | 0.00% | −36−4.0% | Reduced |
| Adirondack Trust Co | 1,000 | $34.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,086 | $36.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,224 | $41.7K | 0.00% | −657−34.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,271 | $43.3K | 0.00% | +171+15.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,574 | $53.7K | 0.01% | −2,621−62.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,647 | $56.1K | 0.00% | +1,519+1,186.7% | Added |
| Allworth Financial LP | 1,689 | $57.6K | 0.00% | −770−31.3% | Reduced |
| Hantz Financial Services, Inc. | 1,687 | $58.0K | 0.00% | −1,130−40.1% | Reduced |
| Versant Capital Management, Inc | 1,934 | $65.9K | 0.01% | −1,825−48.6% | Reduced |
| Global Retirement Partners, LLC | 1,977 | $67.4K | 0.00% | +1,977 | New |
| Tower Research Capital LLC (TRC) | 2,335 | $79.6K | 0.00% | −5,205−69.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,890 | $98.5K | 0.00% | +1,203+71.3% | Added |
| KBC Group NV | 2,898 | $99.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,963 | $101.0K | 0.09% | −1,270−30.0% | Reduced |