| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $86 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $89 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $171 | 0.00% | −8−80.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 3 | $257 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $257 | 0.00% | +1+50.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 3 | $257 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 3 | $257 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $342 | 0.00% | +2+100.0% | Added |
| Westside Investment Management, Inc. | 4 | $342 | 0.00% | +4 | New |
| Darwin Advisors, LLC | 4 | $342 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 4 | $342 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $343 | 0.00% | +3+300.0% | Added |
| Sunbelt Securities, Inc. | 5 | $428 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $513 | 0.00% | +2+50.0% | Added |
| USA Financial Portformulas Corp | 6 | $513 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $599 | 0.00% | −2−22.2% | Reduced |
| Brown Brothers Harriman & Co | 7 | $599 | 0.00% | +7 | New |
| Wilkerson Advisory Group LLC | 7 | $599 | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $770 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $770 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 9 | $770 | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $855 | 0.00% | +4+66.7% | Added |
| Fortitude Family Office, LLC | 10 | $855 | 0.00% | +6+150.0% | Added |
| TFC Financial Management | 10 | $856 | 0.00% | −1−9.1% | Reduced |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | −2−10.5% | Reduced |
| Zions Bancorporation, National Association | 13 | $1.11K | 0.00% | +13 | New |
| Assetmark, Inc | 13 | $1.12K | 0.00% | −4−23.5% | Reduced |
| Cornerstone Financial Management LLC | 14 | $1.19K | 0.00% | +14 | New |
| Toronto Dominion Bank | 18 | $1.54K | 0.00% | +18 | New |
| Godfrey Financial Associates, Inc. | 18 | $1.54K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 18 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 19 | $1.63K | 0.00% | +5+35.7% | Added |
| Solstein Capital, LLC | 19 | $1.63K | 0.00% | +19 | New |
| Rakuten Securities, Inc. | 20 | $1.71K | 0.00% | −1−4.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 20 | $1.71K | 0.00% | +20 | New |
| Kilter Group LLC | 20 | $1.71K | 0.00% | −5−20.0% | Reduced |
| Retirement Wealth Solutions LLC | 21 | $1.80K | 0.00% | +11+110.0% | Added |
| Keating Financial Advisory Services, Inc. | 21 | $1.80K | 0.00% | +21 | New |
| Fourth Dimension Wealth, LLC | 22 | $1.88K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $2.05K | 0.00% | +24 | New |
| Pension & Wealth Management Advisors, Inc. | 27 | $2.31K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27 | $2.31K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 27 | $2.31K | 0.00% | +27 | New |
| Sachetta, LLC | 30 | $2.57K | 0.00% | +2+7.1% | Added |
| Bell Investment Advisors, Inc | 31 | $2.65K | 0.00% | +1+3.3% | Added |
| JFS Wealth Advisors, LLC | 31 | $2.65K | 0.00% | +23+287.5% | Added |
| SRS Capital Advisors, Inc. | 32 | $2.74K | 0.00% | −27,919−99.9% | Reduced |
| SHP Wealth Management | 34 | $2.91K | 0.00% | +34 | New |
| Sound Income Strategies, LLC | 40 | $3.32K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 42 | $3.59K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 43 | $3.68K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 44 | $3.76K | 0.00% | +44 | New |
| GHP Investment Advisors, Inc. | 48 | $4.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $4.11K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $4.70K | 0.00% | −52−48.6% | Reduced |
| Cetera Trust Company, N.A | 55 | $4.70K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 56 | $4.79K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 57 | $4.94K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $4.96K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 64 | $5.47K | 0.00% | +44+220.0% | Added |
| Central Trust Co | 67 | $5.73K | 0.00% | −7−9.5% | Reduced |
| McMillan Office, Inc. | 69 | $5.90K | 0.00% | +69 | New |
| Tripletail Wealth Management, LLC | 70 | $5.99K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 75 | $6.41K | 0.01% | −200−72.7% | Reduced |
| Whipplewood Advisors, LLC | 75 | $6.41K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $6.50K | 0.00% | −115−60.2% | Reduced |
| Elyxium Wealth, LLC | 84 | $7.18K | 0.00% | +84 | New |
| True Wealth Design, LLC | 85 | $7.27K | 0.00% | +54+174.2% | Added |
| CoreCap Advisors, LLC | 88 | $7.53K | 0.00% | −1−1.1% | Reduced |
| Massmutual Trust Co FSB | 99 | $8.47K | 0.00% | +21+26.9% | Added |
| Key Financial Inc | 100 | $8.55K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.55K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 105 | $8.98K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 109 | $9.32K | 0.00% | −103−48.6% | Reduced |
| Prestige Wealth Management Group LLC | 124 | $10.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 129 | $11.0K | 0.00% | +40+44.9% | Added |
| Smartleaf Asset Management LLC | 137 | $11.9K | 0.00% | +27+24.5% | Added |
| Global Retirement Partners, LLC | 149 | $12.7K | 0.00% | +20+15.5% | Added |
| Hillsdale Investment Management Inc. | 150 | $12.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 152 | $13.0K | 0.01% | −1,858−92.4% | Reduced |
| Root Financial Partners, LLC | 163 | $13.9K | 0.00% | +89+120.3% | Added |
| National Bank of Canada | 174 | $14.9K | 0.00% | −600−77.5% | Reduced |
| Parkside Financial Bank & Trust | 175 | $15.0K | 0.00% | +29+19.9% | Added |
| Atlantic Union Bankshares Corp | 180 | $15.4K | 0.00% | +125+227.3% | Added |
| Bessemer Group Inc | 180 | $16.0K | 0.00% | +12+7.1% | Added |
| MTM Investment Management, LLC | 200 | $17.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 235 | $20.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 235 | $20.1K | 0.00% | +135+135.0% | Added |
| Rothschild Investment LLC | 239 | $20.4K | 0.00% | −2,292−90.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 236 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 254 | $21.7K | 0.01% | −530−67.6% | Reduced |
| Los Angeles Capital Management LLC | 270 | $22.3K | 0.00% | +270 | New |
| State of Wyoming | 266 | $22.7K | 0.00% | −895−77.1% | Reduced |
| IMA Wealth, Inc. | 272 | $23.3K | 0.00% | −374−57.9% | Reduced |
| SageView Advisory Group, LLC | 293 | $25.1K | 0.00% | +293 | New |
