| Wood Tarver Financial Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $101 | 0.00% | −16−94.1% | Reduced |
| 1620 Investment Advisors, Inc. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $101 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $101 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $101 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $202 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $203 | 0.00% | +1+100.0% | Added |
| GPS Wealth Strategies Group, LLC | 2 | $203 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $203 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 3 | $234 | 0.00% | +3 | New |
| Logan Capital Management Inc | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3 | $304 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $306 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $405 | 0.00% | −24−85.7% | Reduced |
| SJS Investment Consulting Inc. | 4 | $406 | 0.00% | −4−50.0% | Reduced |
| MV Capital Management, Inc. | 4 | $406 | 0.00% | −2−33.3% | Reduced |
| Hughes Financial Services, LLC | 4 | $421 | 0.00% | −5−55.6% | Reduced |
| CVA Family Office, LLC | 5 | $506 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $608 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $608 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $608 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $608 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $811 | 0.00% | +2+33.3% | Added |
| Trifecta Capital Advisors, LLC | 8 | $811 | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $912 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $1.01K | 0.00% | +10 | New |
| High Note Wealth, LLC | 11 | $1.11K | 0.00% | +11 | New |
| TFC Financial Management | 11 | $1.11K | 0.00% | +1+10.0% | Added |
| South State Corp. | 13 | $1.32K | 0.00% | −1−7.1% | Reduced |
| Sachetta, LLC | 13 | $1.32K | 0.00% | +8+160.0% | Added |
| FSA Wealth Management LLC | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 15 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $1.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $2.03K | 0.00% | +18+900.0% | Added |
| Kilter Group LLC | 20 | $2.03K | 0.00% | +20 | New |
| Fourth Dimension Wealth, LLC | 22 | $2.23K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 27 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 28 | $2.84K | 0.00% | −6−17.6% | Reduced |
| Hemington Wealth Management | 35 | $3.00K | 0.00% | +5+16.7% | Added |
| Rothschild Investment LLC | 30 | $3.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $3.14K | 0.00% | +10+47.6% | Added |
| Caitong International Asset Management Co., Ltd | 31 | $3.14K | 0.00% | +31 | New |
| Optiver Holding B.V. | 36 | $3.65K | 0.00% | +33+1,100.0% | Added |
| Bryn Mawr Trust Co | 39 | $3.95K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $4.15K | 0.00% | −2−4.7% | Reduced |
| Financial Perspectives, Inc | 43 | $4.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 45 | $4.56K | 0.00% | −4−8.2% | Reduced |
| AdvisorNet Financial, Inc | 46 | $4.66K | 0.00% | −90−66.2% | Reduced |
| Farmers & Merchants Investments Inc | 47 | $4.76K | 0.00% | +3+6.8% | Added |
| GHP Investment Advisors, Inc. | 48 | $4.86K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 49 | $4.96K | 0.00% | +5+11.4% | Added |
| WealthCollab, LLC | 49 | $4.96K | 0.00% | +49 | New |
| Harvest Fund Management Co., Ltd | 45 | $5.00K | 0.00% | −998−95.7% | Reduced |
| Global Wealth Strategies & Associates | 50 | $5.06K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 53 | $5.37K | 0.00% | +38+253.3% | Added |
| Smartleaf Asset Management LLC | 54 | $5.56K | 0.00% | −82−60.3% | Reduced |
| Cetera Trust Company, N.A | 55 | $5.57K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $5.57K | 0.00% | +5+10.0% | Added |
| Capital Advisors, Ltd. LLC | 58 | $6.00K | 0.00% | −17−22.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $7.50K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 75 | $7.60K | 0.00% | +75 | New |
| CoreCap Advisors, LLC | 76 | $7.70K | 0.00% | −5−6.2% | Reduced |
| GW&K Investment Management, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 79 | $8.00K | 0.00% | −13−14.1% | Reduced |
| Whipplewood Advisors, LLC | 80 | $8.10K | 0.00% | −984−92.5% | Reduced |
| Golden State Wealth Management, LLC | 89 | $9.01K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 89 | $9.01K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 111 | $11.2K | 0.00% | −78,917−99.9% | Reduced |
| Central Trust Co | 118 | $12.0K | 0.00% | −98−45.4% | Reduced |
| Prestige Wealth Management Group LLC | 124 | $12.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 125 | $12.7K | 0.00% | +125 | New |
| Massmutual Trust Co FSB | 128 | $13.0K | 0.00% | −5−3.8% | Reduced |
| Rise Advisors, LLC | 131 | $13.3K | 0.01% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 140 | $14.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 139 | $14.1K | 0.00% | +136+4,533.3% | Added |
| Harbour Investments, Inc. | 142 | $14.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 166 | $16.8K | 0.00% | +136+453.3% | Added |
| Allianz SE | 187 | $18.9K | 0.00% | −99−34.6% | Reduced |
| SBI Securities Co., Ltd. | 190 | $19.2K | 0.00% | −4−2.1% | Reduced |
| Ameriflex Group, Inc. | 200 | $20.0K | 0.01% | −328−62.1% | Reduced |
| MTM Investment Management, LLC | 200 | $20.3K | 0.01% | +200 | New |
| V-Square Quantitative Management LLC | 205 | $20.8K | 0.00% | −108−34.5% | Reduced |
| Parkside Financial Bank & Trust | 209 | $21.2K | 0.00% | −45−17.7% | Reduced |
| Bessemer Group Inc | 211 | $22.0K | 0.00% | +1+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 236 | $23.9K | 0.00% | +201+574.3% | Added |
| Smithfield Trust Co | 235 | $24.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 245 | $24.8K | 0.00% | −104−29.8% | Reduced |
| Ci Investments Inc. | 269 | $27.0K | 0.00% | +12+4.7% | Added |