| Avion Wealth | 20 | $0 | 0.00% | −20−50.0% | Reduced |
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $21 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $22 | 0.00% | −5−83.3% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $41 | 0.00% | −14−87.5% | Reduced |
| Hughes Financial Services, LLC | 2 | $41 | 0.00% | −7−77.8% | Reduced |
| Cornerstone Planning Group LLC | 3 | $61 | 0.00% | −29−90.6% | Reduced |
| HFM Investment Advisors, LLC | 3 | $63 | 0.00% | +3 | New |
| Cassaday & Co Wealth Management LLC | 4 | $83 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 7 | $145 | 0.00% | −183−96.3% | Reduced |
| Creative Capital Management Investments LLC | 8 | $166 | 0.00% | +8 | New |
| Stone House Investment Management, LLC | 9 | $187 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 11 | $228 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $249 | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 14 | $291 | 0.00% | +14 | New |
| Planning Strategies Inc. | 15 | $311 | 0.00% | +15 | New |
| Strive Financial Group ,LLC | 17 | $353 | 0.00% | +17 | New |
| Investors Portfolio Services LLC | 18 | $373 | 0.00% | +18 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $580 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 29 | $601 | 0.00% | −5−14.7% | Reduced |
| IMA Wealth, Inc. | 30 | $622 | 0.00% | +13+76.5% | Added |
| TFC Financial Management | 30 | $623 | 0.00% | +30 | New |
| Fairscale Capital, LLC | 31 | $643 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 33 | $684 | 0.00% | +33 | New |
| CoreCap Advisors, LLC | 37 | $767 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 40 | $830 | 0.00% | −97−70.8% | Reduced |
| PayPay Securities Corp | 44 | $913 | 0.02% | +4+10.0% | Added |
| Marquette Asset Management, LLC | 44 | $913 | 0.00% | +11+33.3% | Added |
| Torren Management, LLC | 45 | $933 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 47 | $954 | 0.00% | +47 | New |
| SHP Wealth Management | 47 | $975 | 0.00% | −52−52.5% | Reduced |
| Financial Consulate, Inc | 50 | $1.04K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 51 | $1.06K | 0.00% | −5,705−99.1% | Reduced |
| MV Capital Management, Inc. | 52 | $1.08K | 0.00% | −19−26.8% | Reduced |
| Ameriflex Group, Inc. | 53 | $1.10K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 58 | $1.20K | 0.00% | −81−58.3% | Reduced |
| AdvisorNet Financial, Inc | 62 | $1.29K | 0.00% | −1−1.6% | Reduced |
| Essential Partners LLC | 64 | $1.33K | 0.00% | −8,916−99.3% | Reduced |
| Bell Investment Advisors, Inc | 70 | $1.45K | 0.00% | −132−65.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 71 | $1.47K | 0.00% | +57+407.1% | Added |
| True Wealth Design, LLC | 71 | $1.47K | 0.00% | −250−77.9% | Reduced |
| Leonteq Securities AG | 74 | $1.53K | 0.00% | −2,838−97.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 75 | $1.55K | 0.00% | −138−64.8% | Reduced |
| Rosenberg Matthew Hamilton | 84 | $1.74K | 0.00% | −15−15.2% | Reduced |
| Dogwood Wealth Management LLC | 85 | $1.76K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 86 | $1.78K | 0.00% | −164−65.6% | Reduced |
| Silver Grove Financial Group, Inc. | 90 | $1.87K | 0.00% | +90 | New |
| SJS Investment Consulting Inc. | 94 | $1.95K | 0.00% | +71+308.7% | Added |
| Rakuten Securities, Inc. | 97 | $2.01K | 0.00% | −7,050−98.6% | Reduced |
| Archer Investment Corp | 100 | $2.07K | 0.00% | −14,050−99.3% | Reduced |
| IFG Advisory, LLC | 101 | $2.10K | 0.00% | +101 | New |
| Anchor Investment Management, LLC | 102 | $2.12K | 0.00% | +102 | New |
| Quarry LP | 103 | $2.14K | 0.00% | −2,026−95.2% | Reduced |
| Private Trust Co NA | 105 | $2.18K | 0.00% | −49−31.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 107 | $2.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 113 | $2.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 114 | $2.36K | 0.00% | +31+37.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 119 | $2.47K | 0.00% | −899−88.3% | Reduced |
| Versant Capital Management, Inc | 143 | $2.97K | 0.00% | −1,465−91.1% | Reduced |
| Brown Brothers Harriman & Co | 149 | $3.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 156 | $3.24K | 0.00% | +105+205.9% | Added |
| TD Capital Management LLC | 161 | $3.34K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 181 | $3.75K | 0.00% | +181 | New |
| Eurizon Capital SGR S.p.A. | 185 | $3.81K | 0.00% | −409−68.9% | Reduced |
| Advocate Investing Services LLC | 200 | $4.15K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 250 | $5.18K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 250 | $5.18K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 260 | $5.37K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 261 | $5.41K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 268 | $5.56K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 300 | $6.22K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 305 | $6.33K | 0.00% | +75+32.6% | Added |
| Quent Capital, LLC | 323 | $6.70K | 0.00% | +87+36.9% | Added |
| Zions Bancorporation, National Association | 333 | $6.91K | 0.00% | +206+162.2% | Added |
| Umb Bank N A | 350 | $7.26K | 0.00% | −1,367−79.6% | Reduced |
| Spire Wealth Management | 350 | $7.26K | 0.00% | −9−2.5% | Reduced |
| Plato Investment Management Ltd | 365 | $7.53K | 0.00% | −94−20.5% | Reduced |
| EFG International AG | 368 | $7.63K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 375 | $7.78K | 0.00% | −7,684−95.3% | Reduced |
| Fulcrum Asset Management LLP | 382 | $7.87K | 0.00% | +382 | New |
| EverSource Wealth Advisors, LLC | 383 | $7.94K | 0.00% | −2,450−86.5% | Reduced |
| Harbour Investments, Inc. | 394 | $8.17K | 0.00% | +94+31.3% | Added |
| Y.D. More Investments Ltd | 400 | $8.30K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 453 | $9.39K | 0.00% | −238−34.4% | Reduced |
| Center for Financial Planning, Inc. | 480 | $9.96K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 500 | $10.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 502 | $10.4K | 0.00% | −280−35.8% | Reduced |
| Clearstead Advisors, LLC | 536 | $11.1K | 0.00% | +6+1.1% | Added |
| Parkside Financial Bank & Trust | 569 | $11.8K | 0.00% | +50+9.6% | Added |
| Rothschild Investment LLC | 585 | $12.1K | 0.00% | +345+143.8% | Added |
| Creative Financial Designs Inc | 600 | $12.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 631 | $13.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 725 | $15.0K | 0.00% | −2,903−80.0% | Reduced |
| Massmutual Trust Co FSB | 882 | $18.3K | 0.00% | +409+86.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 914 | $19.0K | 0.00% | +914 | New |
| Covestor Ltd | 921 | $19.0K | 0.01% | −127−12.1% | Reduced |
| Allied Private Wealth LLC | 926 | $20.1K | 0.01% | +926 | New |
| Toth Financial Advisory Corp | 1,000 | $20.7K | 0.00% | −1,000−50.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,005 | $20.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,062 | $22.0K | 0.00% | +809+319.8% | Added |