| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $184 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $369 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $552 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $552 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $552 | 0.00% | +1+50.0% | Added |
| UMA Financial Services, Inc. | 3 | $553 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $736 | 0.00% | +1+33.3% | Added |
| Financial Management Professionals, Inc. | 4 | $737 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $737 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 4 | $737 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $761 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $896 | 0.00% | +4+36.4% | Added |
| Prestige Wealth Management Group LLC | 5 | $921 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 5 | $921 | 0.00% | +5 | New |
| Cloud Capital Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Albion Financial Group | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.29K | 0.00% | +1+16.7% | Added |
| Caitong International Asset Management Co., Ltd | 7 | $1.29K | 0.00% | +7 | New |
| Fortitude Family Office, LLC | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $2.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12 | $2.21K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 14 | $2.58K | 0.00% | +14 | New |
| Sound Income Strategies, LLC | 15 | $2.69K | 0.00% | +15 | New |
| Bare Financial Services, Inc | 17 | $3.13K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 17 | $3.13K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 19 | $3.50K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 20 | $3.68K | 0.00% | −39−66.1% | Reduced |
| Sachetta, LLC | 20 | $3.68K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 21 | $3.87K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 21 | $3.87K | 0.00% | +21 | New |
| Westend Capital Management, LLC | 22 | $4.05K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 24 | $4.40K | 0.00% | −9,376−99.7% | Reduced |
| Wealth Watch Advisors, INC | 24 | $4.42K | 0.00% | +24 | New |
| Salomon & Ludwin, LLC | 37 | $6.66K | 0.00% | +37 | New |
| Bell Investment Advisors, Inc | 37 | $6.81K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 40 | $7.37K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $7.92K | 0.00% | +3+7.5% | Added |
| Cullen/Frost Bankers, Inc. | 45 | $8.29K | 0.00% | +45 | New |
| Creative Financial Designs Inc | 47 | $8.65K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 48 | $8.85K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 51 | $9.00K | 0.00% | +5+10.9% | Added |
| Larson Financial Group LLC | 49 | $9.04K | 0.00% | +5+11.4% | Added |
| DT Investment Partners, LLC | 52 | $9.58K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 59 | $10.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 79 | $14.3K | 0.00% | −5−6.0% | Reduced |
| Trust Co of Vermont | 78 | $14.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 79 | $14.5K | 0.00% | +14+21.5% | Added |
| Pacific Center for Financial Services | 79 | $14.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 90 | $16.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 95 | $17.5K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 100 | $18.4K | 0.00% | +100 | New |
| SBI Securities Co., Ltd. | 101 | $18.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 101 | $18.6K | 0.01% | +46+83.6% | Added |
| True Wealth Design, LLC | 102 | $18.8K | 0.01% | +88+628.6% | Added |
| Rise Advisors, LLC | 103 | $19.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 113 | $20.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 117 | $21.5K | 0.02% | −15−11.4% | Reduced |
| Harbor Investment Advisory, LLC | 118 | $21.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 125 | $23.0K | 0.00% | −23−15.5% | Reduced |
| Golden State Wealth Management, LLC | 125 | $23.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 133 | $24.5K | 0.00% | +133 | New |
| Parkside Financial Bank & Trust | 134 | $24.7K | 0.00% | −85−38.8% | Reduced |
| Cetera Trust Company, N.A | 138 | $25.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 139 | $25.6K | 0.00% | +139 | New |
| Medallion Wealth Advisors, LLC | 147 | $27.1K | 0.01% | +54+58.1% | Added |
| Wealthspire Advisors, LLC | 150 | $27.6K | 0.00% | +150 | New |
| Assetmark, Inc | 180 | $33.2K | 0.00% | +66+57.9% | Added |
| Cornerstone Planning Group LLC | 173 | $33.2K | 0.01% | +162+1,472.7% | Added |
| Wall Street Access Asset Management, LLC | 181 | $33.3K | 0.01% | +181 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $36.8K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 213 | $39.2K | 0.01% | +213 | New |
| Global Retirement Partners, LLC | 223 | $41.0K | 0.00% | +33+17.4% | Added |
| Sunbelt Securities, Inc. | 227 | $41.9K | 0.00% | +50+28.2% | Added |
| Nomura Asset Management Co Ltd | 230 | $42.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 230 | $42.4K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 239 | $44.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 243 | $44.7K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 244 | $44.9K | 0.01% | +244 | New |
| Ronald Blue Trust, Inc. | 278 | $51.2K | 0.00% | −82−22.8% | Reduced |
| State of Wyoming | 279 | $51.4K | 0.01% | +191+217.0% | Added |
| Motco | 285 | $52.5K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 301 | $55.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $55.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 324 | $59.7K | 0.00% | −6,385−95.2% | Reduced |
| Mather Group, LLC. | 326 | $60.0K | 0.00% | +326 | New |
| TD Private Client Wealth LLC | 335 | $61.7K | 0.00% | −161−32.5% | Reduced |
| Rothschild Investment LLC | 382 | $70.3K | 0.00% | +376+6,266.7% | Added |
| CoreCap Advisors, LLC | 385 | $71.0K | 0.00% | −26−6.3% | Reduced |
| Danske Bank A/S | 400 | $73.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 411 | $75.7K | 0.00% | +379+1,184.4% | Added |
| Smartleaf Asset Management LLC | 437 | $79.4K | 0.00% | +244+126.4% | Added |
| Farther Finance Advisors, LLC | 434 | $79.9K | 0.00% | +302+228.8% | Added |
| Parallel Advisors, LLC | 441 | $81.2K | 0.00% | +16+3.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 445 | $82.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 447 | $82.2K | 0.00% | +349+356.1% | Added |