| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 2 | $68 | 0.00% | −118−98.3% | Reduced |
| Maryland Capital Advisors Inc. | 2 | $68 | 0.00% | +2 | New |
| NBT Bank N A | 5 | $170 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $170 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $204 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 6 | $204 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 7 | $235 | 0.00% | +7 | New |
| Larson Financial Group LLC | 7 | $238 | 0.00% | −4−36.4% | Reduced |
| Axiom Investment Management LLC | 10 | $339 | 0.00% | +10 | New |
| Triumph Capital Management | 12 | $407 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 13 | $441 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 13 | $441 | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 14 | $485 | 0.00% | +14 | New |
| Rakuten Securities, Inc. | 15 | $509 | 0.00% | +15 | New |
| Rossby Financial, LCC | 20 | $679 | 0.00% | −201−91.0% | Reduced |
| Bell Investment Advisors, Inc | 21 | $713 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $746 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 22 | $746 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 24 | $814 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 27 | $916 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 30 | $1.02K | 0.00% | +12+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 34 | $1.15K | 0.00% | +7+25.9% | Added |
| Princeton Global Asset Management LLC | 36 | $1.22K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 36 | $1.22K | 0.00% | +12+50.0% | Added |
| Cornerstone Financial Management LLC | 38 | $1.29K | 0.00% | +38 | New |
| TD Capital Management LLC | 42 | $1.43K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 43 | $1.47K | 0.00% | −42−49.4% | Reduced |
| Ameriflex Group, Inc. | 47 | $1.59K | 0.00% | +47 | New |
| Retirement Wealth Solutions LLC | 48 | $1.63K | 0.00% | −25−34.2% | Reduced |
| N.E.W. Advisory Services LLC | 52 | $1.76K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 66 | $2.20K | 0.00% | +66 | New |
| CVA Family Office, LLC | 65 | $2.21K | 0.00% | −216−76.9% | Reduced |
| True Wealth Design, LLC | 66 | $2.24K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 72 | $2.44K | 0.00% | +72 | New |
| Atlantic Trust, LLC | 83 | $2.82K | 0.00% | −32−27.8% | Reduced |
| Prestige Wealth Management Group LLC | 85 | $2.88K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 90 | $3.05K | 0.00% | +2+2.3% | Added |
| Keating Financial Advisory Services, Inc. | 91 | $3.09K | 0.00% | −9−9.0% | Reduced |
| Sachetta, LLC | 92 | $3.12K | 0.00% | +4+4.5% | Added |
| CoreCap Advisors, LLC | 100 | $3.39K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 108 | $3.66K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 114 | $3.87K | 0.00% | +77+208.1% | Added |
| WPG Advisers, LLC | 118 | $4.00K | 0.00% | +21+21.6% | Added |
| Farmers & Merchants Investments Inc | 127 | $4.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 135 | $4.58K | 0.00% | −28−17.2% | Reduced |
| Valued Wealth Advisors LLC | 144 | $4.89K | 0.00% | −482−77.0% | Reduced |
| Hurley Capital, LLC | 150 | $5.09K | 0.00% | +150 | New |
| Picton Mahoney Asset Management | 157 | $5.33K | 0.00% | +157 | New |
| Cedar Mountain Advisors, LLC | 172 | $5.84K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 173 | $5.87K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 178 | $6.04K | 0.00% | −15−7.8% | Reduced |
| Huntington National Bank | 181 | $6.14K | 0.00% | +63+53.4% | Added |
| Aventura Private Wealth, LLC | 190 | $6.45K | 0.00% | +150+375.0% | Added |
| Spire Wealth Management | 198 | $6.72K | 0.00% | −52−20.8% | Reduced |
| Action Point Financial Planning, LLC | 219 | $7.33K | 0.00% | +219 | New |
| Continuum Advisory, LLC | 218 | $7.40K | 0.00% | +218 | New |
| JFS Wealth Advisors, LLC | 222 | $7.53K | 0.00% | +10+4.7% | Added |
| Geneos Wealth Management Inc. | 230 | $7.80K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 233 | $7.91K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 314 | $10.5K | 0.00% | +314 | New |
| Accent Capital Management, LLC | 328 | $11.1K | 0.00% | +328 | New |
| Persistent Asset Partners Ltd | 330 | $11.2K | 0.00% | +330 | New |
| Natixis | 336 | $11.4K | 0.00% | +336 | New |
| Smithfield Trust Co | 345 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 401 | $13.6K | 0.00% | −47−10.5% | Reduced |
| SJS Investment Consulting Inc. | 424 | $14.4K | 0.00% | +385+987.2% | Added |
| Hara Capital LLC | 450 | $15.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 474 | $16.1K | 0.00% | −18−3.7% | Reduced |
| Private Wealth Management Group, LLC | 497 | $16.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 564 | $19.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 586 | $19.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 663 | $22.5K | 0.00% | −831−55.6% | Reduced |
| Clearstead Advisors, LLC | 694 | $23.5K | 0.00% | +654+1,635.0% | Added |
| Atlantic Union Bankshares Corp | 750 | $25.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 766 | $26.0K | 0.01% | +373+94.9% | Added |
| Rothschild Investment LLC | 869 | $29.5K | 0.00% | +252+40.8% | Added |
| Bessemer Group Inc | 908 | $31.0K | 0.00% | +39+4.5% | Added |
| Basecamp Wealth Advisors LLC | 952 | $32.3K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 967 | $32.8K | 0.02% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,000 | $33.9K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,004 | $34.1K | 0.00% | +328+48.5% | Added |
| Kemnay Advisory Services Inc. | 1,006 | $34.1K | 0.00% | +21+2.1% | Added |
| Nomura Asset Management Co Ltd | 1,060 | $36.0K | 0.00% | −1,150−52.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,296 | $44.0K | 0.00% | −103−7.4% | Reduced |
| Employees Retirement System of Texas | 1,290 | $44.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,304 | $44.2K | 0.01% | +31+2.4% | Added |
| Smartleaf Asset Management LLC | 1,413 | $47.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,670 | $56.7K | 0.00% | −1,056−38.7% | Reduced |
| MTM Investment Management, LLC | 2,000 | $67.9K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,000 | $68.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,131 | $72.0K | 0.00% | −94−4.2% | Reduced |
| Umb Bank N A | 2,344 | $79.5K | 0.00% | −183−7.2% | Reduced |
| Adirondack Trust Co | 2,400 | $81.4K | 0.02% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 2,420 | $82.1K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,467 | $83.7K | 0.01% | −18,530−88.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,493 | $84.6K | 0.01% | −4−0.2% | Reduced |
| Farther Finance Advisors, LLC | 2,534 | $85.8K | 0.00% | −535−17.4% | Reduced |