| Avion Wealth | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $234 | 0.00% | −2−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $234 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $234 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $234 | 0.00% | +1 | New |
| Acumen Wealth Advisors, LLC | 1 | $235 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $469 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $469 | 0.00% | +2 | New |
| Rachor Investment Advisory Services, LLC | 2 | $469 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 2 | $469 | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $469 | 0.00% | +2 | New |
| Rothschild Investment LLC | 3 | $703 | 0.00% | −3−50.0% | Reduced |
| Financial Management Professionals, Inc. | 3 | $703 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $703 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $703 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 3 | $703 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $704 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 4 | $938 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.17K | 0.00% | −33−86.8% | Reduced |
| Byrne Asset Management LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $1.64K | 0.00% | −2−22.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $1.64K | 0.00% | +3+75.0% | Added |
| Signature Resources Capital Management, LLC | 7 | $1.64K | 0.00% | +7 | New |
| Ameriflex Group, Inc. | 8 | $1.88K | 0.00% | −8−50.0% | Reduced |
| Private Wealth Management Group, LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 10 | $2.35K | 0.00% | +10 | New |
| Zions Bancorporation, National Association | 11 | $2.58K | 0.00% | +11 | New |
| North Star Investment Management Corp. | 11 | $2.58K | 0.00% | +11 | New |
| Oakworth Capital, Inc. | 12 | $2.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.05K | 0.00% | −1−7.1% | Reduced |
| Fortitude Family Office, LLC | 14 | $3.28K | 0.00% | −3−17.6% | Reduced |
| Rossby Financial, LCC | 14 | $3.28K | 0.00% | +3+27.3% | Added |
| Accent Capital Management, LLC | 16 | $3.75K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $4.22K | 0.00% | +18 | New |
| Arlington Trust Co LLC | 20 | $4.69K | 0.00% | −512−96.2% | Reduced |
| 1620 Investment Advisors, Inc. | 20 | $4.69K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 21 | $4.92K | 0.00% | +7+50.0% | Added |
| TFC Financial Management | 22 | $5.16K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 23 | $5.39K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $5.39K | 0.00% | +4+21.1% | Added |
| Prestige Wealth Management Group LLC | 24 | $5.63K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 26 | $6.10K | 0.00% | +1+4.0% | Added |
| Marquette Asset Management, LLC | 26 | $6.10K | 0.00% | +26 | New |
| Medallion Wealth Advisors, LLC | 30 | $7.03K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 35 | $8.21K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $9.14K | 0.00% | +21+116.7% | Added |
| Keating Financial Advisory Services, Inc. | 41 | $9.61K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 45 | $10.6K | 0.00% | +2+4.7% | Added |
| Itau Unibanco Holding S.A. | 48 | $11.3K | 0.00% | +3+6.7% | Added |
| Washington Trust Advisors, Inc. | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 52 | $12.2K | 0.00% | +49+1,633.3% | Added |
| LRI Investments, LLC | 54 | $12.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 55 | $12.9K | 0.00% | −36−39.6% | Reduced |
| Creative Financial Designs Inc | 58 | $13.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 58 | $13.6K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 59 | $13.8K | 0.00% | +59 | New |
| Covestor Ltd | 60 | $14.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 60 | $14.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 60 | $14.1K | 0.00% | −8,093−99.3% | Reduced |
| JFS Wealth Advisors, LLC | 64 | $15.0K | 0.00% | +17+36.2% | Added |
| Guinness Asset Management LTD | 70 | $16.8K | 0.00% | +70 | New |
| Pinnacle Wealth Planning Services, Inc. | 73 | $17.0K | 0.00% | +73 | New |
| Spire Wealth Management | 77 | $18.1K | 0.00% | −102−57.0% | Reduced |
| IFP Advisors, Inc | 84 | $19.7K | 0.00% | +29+52.7% | Added |
| TD Capital Management LLC | 86 | $20.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 84 | $20.5K | 0.00% | +82+4,100.0% | Added |
| Huntington National Bank | 98 | $23.0K | 0.00% | −36−26.9% | Reduced |
| Aventura Private Wealth, LLC | 100 | $23.4K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 100 | $23.4K | 0.00% | +100 | New |
| Community Bank, N.A. | 104 | $24.4K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 110 | $25.8K | 0.02% | +110 | New |
| Elyxium Wealth, LLC | 111 | $26.0K | 0.01% | +111 | New |
| Basecamp Wealth Advisors LLC | 111 | $26.0K | 0.01% | +111 | New |
| Parkside Financial Bank & Trust | 119 | $27.9K | 0.00% | +80+205.1% | Added |
| Root Financial Partners, LLC | 121 | $28.4K | 0.00% | −7−5.5% | Reduced |
| MidFirst Bank | 121 | $28.4K | 0.00% | +121 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 119 | $29.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 124 | $29.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 132 | $31.0K | 0.00% | +115+676.5% | Added |
| Manchester Capital Management LLC | 132 | $31.0K | 0.00% | +132 | New |
| Banque Cantonale Vaudoise | 138 | $32.0K | 0.00% | −30−17.9% | Reduced |
| V-Square Quantitative Management LLC | 143 | $33.5K | 0.00% | +143 | New |
| Whittier Trust Co of Nevada Inc | 142 | $34.8K | 0.00% | −83−36.9% | Reduced |
| True Wealth Design, LLC | 152 | $35.6K | 0.01% | +77+102.7% | Added |
| Simplex Trading, LLC | 182 | $42.7K | 0.00% | +3+1.7% | Added |
| Golden State Wealth Management, LLC | 184 | $43.1K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 193 | $45.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 193 | $45.3K | 0.00% | +11+6.0% | Added |
| First Horizon Corp | 196 | $46.0K | 0.00% | +5+2.6% | Added |
| Los Angeles Capital Management LLC | 221 | $47.6K | 0.00% | +221 | New |
| SJS Investment Consulting Inc. | 220 | $51.6K | 0.01% | +4+1.9% | Added |
| Nomura Asset Management Co Ltd | 230 | $53.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 232 | $54.4K | 0.00% | −7−2.9% | Reduced |
| UMA Financial Services, Inc. | 241 | $56.5K | 0.01% | +2+0.8% | Added |