| Householder Group Estate & Retirement Specialist, LLC | 16 | $0 | 0.00% | −80−83.3% | Reduced |
| Artemis Wealth Advisors, LLC | 3 | $0 | 0.00% | −43−93.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 6 | $0 | 0.00% | −21−77.8% | Reduced |
| Ancora Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $98 | 0.00% | +2 | New |
| Larson Financial Group LLC | 3 | $146 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 3 | $146 | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 4 | $195 | 0.00% | +2+100.0% | Added |
| Wolff Wiese Magana LLC | 5 | $244 | 0.00% | +5 | New |
| Freedom Wealth Alliance, LLC | 6 | $293 | 0.00% | +6 | New |
| Focused Wealth Management, Inc | 7 | $342 | 0.00% | +7 | New |
| Steward Partners Investment Advisory, LLC | 11 | $537 | 0.00% | −30−73.2% | Reduced |
| Raffa Wealth Management, LLC | 12 | $586 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 12 | $586 | 0.00% | +6+100.0% | Added |
| Fifth Third Bancorp | 14 | $683 | 0.00% | −56−80.0% | Reduced |
| Belpointe Asset Management LLC | 14 | $683 | 0.00% | +14 | New |
| Sandy Spring Bank | 15 | $732 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $830 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $928 | 0.00% | +13+216.7% | Added |
| Financial Perspectives, Inc | 20 | $976 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | −11−31.4% | Reduced |
| Ronald Blue Trust, Inc. | 20 | $1.00K | 0.00% | −11−35.5% | Reduced |
| Jones Financial Companies LLLP | 21 | $1.00K | 0.00% | +21 | New |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 21 | $1.02K | 0.00% | −91−81.3% | Reduced |
| Harbour Investments, Inc. | 21 | $1.02K | 0.00% | +11+110.0% | Added |
| Disciplined Investments, LLC | 22 | $1.07K | 0.00% | −112−83.6% | Reduced |
| Baker Avenue Asset Management, LP | 23 | $1.12K | 0.00% | +23 | New |
| Pacifica Partners Inc. | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 28 | $1.37K | 0.00% | +28 | New |
| Red Tortoise LLC | 30 | $1.47K | 0.00% | +30 | New |
| Concord Wealth Partners | 35 | $1.71K | 0.00% | +35 | New |
| Proequities, Inc. | 37 | $1.81K | 0.00% | +19+105.6% | Added |
| Fiduciary Alliance LLC | 37 | $1.82K | 0.00% | +37 | New |
| Tyler-Stone Wealth Management | 35 | $2.00K | 0.00% | −60−63.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 39 | $2.00K | 0.00% | −16−29.1% | Reduced |
| Massmutual Trust Co FSB | 31 | $2.00K | 0.00% | +21+210.0% | Added |
| PayPay Securities Corp | 41 | $2.00K | 0.13% | +41 | New |
| Federated Hermes, Inc. | 44 | $2.15K | 0.00% | −14−24.1% | Reduced |
| Accurate Wealth Management, LLC | 45 | $2.16K | 0.00% | +45 | New |
| Beaird Harris Wealth Management, LLC | 45 | $2.20K | 0.00% | +45 | New |
| ICA Group Wealth Management, LLC | 50 | $2.44K | 0.00% | +50 | New |
| Money Concepts Capital Corp | 57 | $2.78K | 0.00% | +57 | New |
| Simplex Trading, LLC | 69 | $3.00K | 0.00% | −22,674−99.7% | Reduced |
| First Horizon Advisors, Inc. | 65 | $3.17K | 0.00% | +21+47.7% | Added |
| Quent Capital, LLC | 66 | $3.22K | 0.00% | +36+120.0% | Added |
| AdvisorNet Financial, Inc | 70 | $3.42K | 0.00% | +70 | New |
| Plante Moran Financial Advisors, LLC | 78 | $3.81K | 0.00% | +26+50.0% | Added |
| J.Safra Asset Management Corp | 92 | $4.00K | 0.00% | +92 | New |
| SJS Investment Consulting Inc. | 84 | $4.10K | 0.00% | +79+1,580.0% | Added |
| Earnest Partners LLC | 85 | $4.15K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 107 | $5.22K | 0.00% | −19−15.1% | Reduced |
| Lazard Asset Management LLC | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 146 | $7.13K | 0.00% | +50+52.1% | Added |
| Glassman Wealth Services | 152 | $7.42K | 0.00% | −94−38.2% | Reduced |
| Clearstead Advisors, LLC | 154 | $7.52K | 0.00% | +100+185.2% | Added |
| Versant Capital Management, Inc | 158 | $7.71K | 0.00% | +55+53.4% | Added |
| TD Waterhouse Canada Inc. | 129 | $8.02K | 0.00% | −65−33.5% | Reduced |
| Comerica Securities,inc. | 179 | $8.74K | 0.00% | +179 | New |
| PFS Partners, LLC | 200 | $9.76K | 0.01% | −150−42.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $9.76K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 269 | $13.0K | 0.01% | +63+30.6% | Added |
| CVA Family Office, LLC | 280 | $13.7K | 0.00% | +215+330.8% | Added |
| Bell Investment Advisors, Inc | 323 | $15.8K | 0.00% | +116+56.0% | Added |
| Whittier Trust Co of Nevada Inc | 354 | $17.3K | 0.00% | +354 | New |
| Northwestern Mutual Wealth Management Co | 382 | $18.6K | 0.00% | −606−61.3% | Reduced |
| Lindbrook Capital, LLC | 405 | $19.8K | 0.00% | +370+1,057.1% | Added |
| AlphaMark Advisors, LLC | 430 | $21.0K | 0.01% | +430 | New |
| Allworth Financial LP | 434 | $21.2K | 0.00% | +344+382.2% | Added |
| TCI Wealth Advisors, Inc. | 460 | $22.5K | 0.00% | +432+1,542.9% | Added |
| Elequin Capital LP | 510 | $24.9K | 0.01% | +510 | New |
| Riverview Trust Co | 584 | $29.0K | 0.03% | +584 | New |
| Umb Bank N A | 703 | $34.0K | 0.00% | +209+42.3% | Added |
| Ci Investments Inc. | 714 | $35.0K | 0.00% | +393+122.4% | Added |
| One Wealth Advisors, LLC | 724 | $35.3K | 0.01% | +724 | New |
| GWM Advisors LLC | 1,239 | $40.2K | 0.00% | +1,239 | New |
| Headlands Technologies LLC | 920 | $45.0K | 0.04% | +920 | New |
| Seeyond | 990 | $48.3K | 0.00% | −3−0.3% | Reduced |
| Quadrant Capital Group LLC | 1,007 | $49.2K | 0.01% | +850+541.4% | Added |
| EverSource Wealth Advisors, LLC | 1,007 | $49.2K | 0.01% | +905+887.3% | Added |
| Antipodes Partners Ltd | 1,051 | $51.0K | 0.00% | +1,051 | New |
| Nisa Investment Advisors, LLC | 1,200 | $59.0K | 0.00% | +1,200 | New |
| Neo Ivy Capital Management | 1,272 | $62.0K | 0.04% | +1,272 | New |
| Signaturefd, LLC | 1,665 | $81.3K | 0.00% | +736+79.2% | Added |
| CWM, LLC | 1,765 | $86.0K | 0.00% | +1,245+239.4% | Added |
| Advisors Asset Management, Inc. | 2,239 | $109.3K | 0.00% | −79−3.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,316 | $113.0K | 0.00% | +2,316 | New |
| Ossiam | 2,386 | $116.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,481 | $120.0K | 0.00% | −2,701−52.1% | Reduced |
| Banque Cantonale Vaudoise | 2,500 | $122.0K | 0.01% | 00.0% | Unchanged |
| HarbourVest Partners LLC | 2,505 | $122.3K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,642 | $129.0K | 0.02% | +891+50.9% | Added |
| The PNC Financial Services Group, Inc. | 2,811 | $137.2K | 0.00% | −2,454−46.6% | Reduced |
| PEAK6 Investments LLC | 3,217 | $157.1K | 0.01% | +3,217 | New |
| BloombergSen Inc. | 3,250 | $158.7K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,438 | $168.0K | 0.04% | +3,347+3,678.0% | Added |
