| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Union Bancaire Privee, UBP SA | 700 | $120 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $120 | 0.00% | +1 | New |
| Leonteq Securities AG | 1 | $153 | 0.00% | −577−99.8% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $153 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $153 | 0.00% | +1 | New |
| Key Capital Management, INC | 1 | $172 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $307 | 0.00% | +2 | New |
| USA Financial Portformulas Corp | 3 | $460 | 0.00% | +3 | New |
| Truvestments Capital LLC | 3 | $460 | 0.00% | +3 | New |
| Mountain Hill Investment Partners Corp. | 3 | $460 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 4 | $613 | 0.00% | −1−20.0% | Reduced |
| HFM Investment Advisors, LLC | 5 | $767 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5 | $767 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 6 | $920 | 0.00% | +4+200.0% | Added |
| UMA Financial Services, Inc. | 6 | $920 | 0.00% | +6 | New |
| Optima Capital LLC | 7 | $1.07K | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $1.07K | 0.00% | +1+16.7% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $1.23K | 0.00% | +3+60.0% | Added |
| Bogart Wealth, LLC | 8 | $1.23K | 0.00% | +4+100.0% | Added |
| North Star Investment Management Corp. | 8 | $1.23K | 0.00% | +8 | New |
| Toronto Dominion Bank | 10 | $1.51K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $1.53K | 0.00% | +10 | New |
| Hilton Head Capital Partners, LLC | 10 | $1.53K | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 12 | $1.84K | 0.00% | +12 | New |
| Vermillion Wealth Management, Inc. | 13 | $1.99K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $3.07K | 0.00% | −19,643−99.9% | Reduced |
| Strive Financial Group ,LLC | 20 | $3.07K | 0.00% | +20 | New |
| Legacy Wealth Managment, LLC | 23 | $3.53K | 0.00% | +23 | New |
| T. Rowe Price Investment Management, Inc. | 26 | $4.00K | 0.00% | −6−18.8% | Reduced |
| Quarry LP | 28 | $4.29K | 0.00% | −185−86.9% | Reduced |
| Advisors Asset Management, Inc. | 28 | $4.29K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 30 | $4.60K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 30 | $4.60K | 0.00% | +30 | New |
| WealthCollab, LLC | 33 | $5.06K | 0.00% | +23+230.0% | Added |
| Rakuten Securities, Inc. | 40 | $6.13K | 0.00% | −145−78.4% | Reduced |
| Kilter Group LLC | 40 | $6.13K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 40 | $6.13K | 0.00% | +40 | New |
| VSM Wealth Advisory, LLC | 40 | $6.14K | 0.00% | +40 | New |
| MidFirst Bank | 48 | $7.36K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 50 | $7.67K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 50 | $7.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $7.67K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 50 | $7.67K | 0.00% | +50 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $8.99K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 60 | $9.20K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 60 | $9.20K | 0.01% | +60 | New |
| SJS Investment Consulting Inc. | 61 | $9.35K | 0.00% | +51+510.0% | Added |
| SageView Advisory Group, LLC | 68 | $10.4K | 0.00% | +68 | New |
| Private Wealth Management Group, LLC | 70 | $10.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 70 | $10.7K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 70 | $10.7K | 0.00% | +70 | New |
| Brown Brothers Harriman & Co | 75 | $11.5K | 0.00% | −85−53.1% | Reduced |
| Anchor Investment Management, LLC | 75 | $11.5K | 0.00% | +75 | New |
| Atlantic Trust, LLC | 77 | $11.8K | 0.00% | +13+20.3% | Added |
| Fortitude Family Office, LLC | 89 | $13.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 89 | $13.6K | 0.00% | +20+29.0% | Added |
| Simplex Trading, LLC | 91 | $13.9K | 0.00% | −1,125−92.5% | Reduced |
| Elyxium Wealth, LLC | 91 | $13.9K | 0.00% | +91 | New |
| Sound Income Strategies, LLC | 101 | $15.3K | 0.00% | −300−74.8% | Reduced |
| Ancora Advisors, LLC | 105 | $16.1K | 0.00% | +105 | New |
| Mendota Financial Group, LLC | 110 | $16.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 120 | $18.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 120 | $18.4K | 0.00% | +120 | New |
| Steigerwald, Gordon & Koch Inc. | 120 | $18.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 124 | $19.0K | 0.00% | −93−42.9% | Reduced |
| Spire Wealth Management | 131 | $20.1K | 0.00% | −120−47.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 132 | $20.2K | 0.00% | +132 | New |
| Private Trust Co NA | 134 | $20.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 145 | $22.2K | 0.00% | +145 | New |
| Strategic Wealth Partners, Ltd. | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 159 | $24.4K | 0.00% | +159 | New |
| Northwestern Mutual Wealth Management Co | 160 | $24.5K | 0.00% | −112−41.2% | Reduced |
| Benson Wealth Management INC | 167 | $25.6K | 0.03% | +167 | New |
| Harbour Investments, Inc. | 173 | $26.5K | 0.00% | −345−66.6% | Reduced |
| Community Bank, N.A. | 176 | $27.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 183 | $28.0K | 0.01% | +1+0.5% | Added |
| Torren Management, LLC | 190 | $29.1K | 0.01% | +190 | New |
| Versant Capital Management, Inc | 194 | $29.7K | 0.00% | +4+2.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 200 | $30.7K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 200 | $30.7K | 0.01% | +200 | New |
| Silicon Valley Capital Partners | 206 | $31.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 210 | $32.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 253 | $33.5K | 0.00% | +253 | New |
| Geneos Wealth Management Inc. | 225 | $34.5K | 0.00% | −25−10.0% | Reduced |
| Nomura Asset Management Co Ltd | 230 | $35.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 230 | $35.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 250 | $37.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 256 | $39.2K | 0.00% | +34+15.3% | Added |
| True Wealth Design, LLC | 258 | $39.6K | 0.01% | +5+2.0% | Added |
| Keating Financial Advisory Services, Inc. | 260 | $39.9K | 0.01% | +260 | New |
| Old Point Trust & Financial Services N A | 280 | $42.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 278 | $43.0K | 0.00% | +17+6.5% | Added |
| Intesa Sanpaolo S.p.A. | 286 | $44.2K | 0.00% | +286 | New |