| Avion Wealth | 27 | $0 | 0.00% | −18−40.0% | Reduced |
| Penserra Capital Management LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $96 | 0.00% | +4 | New |
| South State Corp. | 5 | $120 | 0.00% | −62−92.5% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $120 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $143 | 0.00% | −13−68.4% | Reduced |
| MV Capital Management, Inc. | 6 | $144 | 0.00% | +5+500.0% | Added |
| GHP Investment Advisors, Inc. | 9 | $215 | 0.00% | +9 | New |
| Twin Peaks Wealth Advisors, LLC | 9 | $215 | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 10 | $239 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 11 | $263 | 0.00% | −3−21.4% | Reduced |
| HFM Investment Advisors, LLC | 12 | $286 | 0.00% | −15−55.6% | Reduced |
| Raffa Wealth Management, LLC | 12 | $286 | 0.00% | +12 | New |
| Curio Wealth, LLC | 14 | $334 | 0.00% | +14 | New |
| American Capital Advisory, LLC | 14 | $335 | 0.00% | −20−58.8% | Reduced |
| Ronald Blue Trust, Inc. | 15 | $358 | 0.00% | +1+7.1% | Added |
| Northwestern Mutual Wealth Management Co | 15 | $358 | 0.00% | +15 | New |
| Investors Portfolio Services LLC | 14 | $368 | 0.00% | +14 | New |
| Quent Capital, LLC | 17 | $406 | 0.00% | −30−63.8% | Reduced |
| 1015 Capital Partners, LLC | 19 | $453 | 0.00% | −14−42.4% | Reduced |
| UMA Financial Services, Inc. | 22 | $525 | 0.00% | +22 | New |
| Truvestments Capital LLC | 23 | $549 | 0.00% | +23 | New |
| Vermillion Wealth Management, Inc. | 34 | $811 | 0.00% | +34 | New |
| Bay Harbor Wealth Management, LLC | 37 | $882 | 0.00% | −13−26.0% | Reduced |
| Bare Financial Services, Inc | 37 | $883 | 0.00% | −100−73.0% | Reduced |
| Harbour Investments, Inc. | 37 | $883 | 0.00% | −4−9.8% | Reduced |
| TD Private Client Wealth LLC | 38 | $907 | 0.00% | +16+72.7% | Added |
| JPL Wealth Management, LLC | 38 | $907 | 0.00% | +38 | New |
| Cromwell Holdings LLC | 41 | $978 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 48 | $1.15K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 48 | $1.15K | 0.00% | +47+4,700.0% | Added |
| Transamerica Financial Advisors, Inc. | 50 | $1.19K | 0.00% | +40+400.0% | Added |
| Owl Creek Wealth Partners LLC | 50 | $1.19K | 0.00% | +50 | New |
| Whipplewood Advisors, LLC | 52 | $1.24K | 0.00% | +52 | New |
| Principia Wealth Advisory, LLC | 53 | $1.26K | 0.00% | +25+89.3% | Added |
| Rothschild Investment LLC | 69 | $1.65K | 0.00% | −841−92.4% | Reduced |
| Ares Financial Consulting, LLC | 69 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 70 | $1.67K | 0.00% | +42+150.0% | Added |
| Brown, Lisle/Cummings, Inc. | 73 | $1.74K | 0.00% | +73 | New |
| Rosenberg Matthew Hamilton | 74 | $1.77K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 81 | $1.93K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 82 | $1.96K | 0.00% | −1,585−95.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 82 | $1.96K | 0.00% | −12−12.8% | Reduced |
| Atlas Capital Advisors LLC | 83 | $1.98K | 0.00% | −7,099−98.8% | Reduced |
| Quadrant Capital Group LLC | 83 | $1.98K | 0.00% | +76+1,085.7% | Added |
| North Star Investment Management Corp. | 84 | $2.00K | 0.00% | +84 | New |
| Cornerstone Financial Management LLC | 88 | $2.10K | 0.00% | +23+35.4% | Added |
| SJS Investment Consulting Inc. | 96 | $2.29K | 0.00% | −296−75.5% | Reduced |
| Larson Financial Group LLC | 103 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $2.85K | 0.00% | +89+809.1% | Added |
| Ogorek Anthony Joseph | 137 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 130 | $3.10K | 0.00% | +121+1,344.4% | Added |
| Versant Capital Management, Inc | 132 | $3.15K | 0.00% | +81+158.8% | Added |
| Global Trust Asset Management, LLC | 150 | $3.58K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $3.62K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 171 | $4.09K | 0.00% | +164+2,342.9% | Added |
| Grove Bank & Trust | 175 | $4.18K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 189 | $4.51K | 0.00% | −110−36.8% | Reduced |
| WPG Advisers, LLC | 199 | $4.75K | 0.00% | −39−16.4% | Reduced |
| Farmers & Merchants Investments Inc | 220 | $5.25K | 0.00% | +220 | New |
| Activest Wealth Management | 235 | $5.61K | 0.00% | −211−47.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 250 | $5.96K | 0.00% | −16−6.0% | Reduced |
| Innovative Asset Advisors Group, LLC | 264 | $6.30K | 0.00% | +264 | New |
| Keating Financial Advisory Services, Inc. | 284 | $6.78K | 0.00% | +119+72.1% | Added |
| JFS Wealth Advisors, LLC | 292 | $6.97K | 0.00% | −156−34.8% | Reduced |
| Rossby Financial, LCC | 290 | $7.00K | 0.00% | +147+102.8% | Added |
| Ritter Daniher Financial Advisory LLC | 344 | $8.20K | 0.00% | +4+1.2% | Added |
| Medallion Wealth Advisors, LLC | 344 | $8.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 352 | $8.40K | 0.00% | −13−3.6% | Reduced |
| Raiffeisen Bank International AG | 440 | $10.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 441 | $10.5K | 0.00% | −625−58.6% | Reduced |
| Parkside Financial Bank & Trust | 465 | $11.1K | 0.00% | +401+626.6% | Added |
| Steward Partners Investment Advisory, LLC | 480 | $11.5K | 0.00% | −459−48.9% | Reduced |
| Colonial Trust Advisors | 531 | $12.7K | 0.00% | +531 | New |
| University of Texas/Texas Am Investment Managment Co | 550 | $13.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 610 | $14.0K | 0.01% | −10−1.6% | Reduced |
| Zions Bancorporation, National Association | 622 | $14.8K | 0.00% | +121+24.2% | Added |
| Fortitude Family Office, LLC | 629 | $15.0K | 0.00% | +166+35.9% | Added |
| Smartleaf Asset Management LLC | 701 | $15.9K | 0.00% | −123−14.9% | Reduced |
| CX Institutional | 667 | $16.0K | 0.00% | +667 | New |
| TD Capital Management LLC | 695 | $16.6K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 711 | $17.0K | 0.01% | −1,155−61.9% | Reduced |
| Allworth Financial LP | 720 | $17.2K | 0.00% | −1,401−66.1% | Reduced |
| Atlantic Trust, LLC | 760 | $18.1K | 0.00% | +760 | New |
| CVA Family Office, LLC | 774 | $18.5K | 0.00% | +749+2,996.0% | Added |
| MAI Capital Management | 783 | $18.7K | 0.00% | +724+1,227.1% | Added |
| Root Financial Partners, LLC | 801 | $19.1K | 0.00% | −163−16.9% | Reduced |
| Massmutual Trust Co FSB | 914 | $21.8K | 0.00% | +543+146.4% | Added |
| HM Payson & Co | 1,000 | $23.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,024 | $24.4K | 0.00% | +142+16.1% | Added |
| IFP Advisors, Inc | 1,126 | $26.9K | 0.00% | −671−37.3% | Reduced |
| Walleye Trading LLC | 1,332 | $31.8K | 0.00% | +1,332 | New |
| Rockefeller Capital Management L.P. | 1,543 | $36.8K | 0.00% | −1,378−47.2% | Reduced |
| Assetmark, Inc | 1,642 | $39.2K | 0.00% | −235−12.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,869 | $44.6K | 0.00% | +41+2.2% | Added |
| Huntington National Bank | 1,892 | $45.1K | 0.00% | +1,892 | New |
| SRS Capital Advisors, Inc. | 1,812 | $46.4K | 0.00% | +1,812 | New |
| Walleye Capital LLC | 1,987 | $47.4K | 0.00% | +1,987 | New |
| Vestor Capital, LLC | 2,000 | $48.0K | 0.00% | −46,400−95.9% | Reduced |
