| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $65 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $65 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $66 | 0.00% | −7−87.5% | Reduced |
| SJS Investment Consulting Inc. | 1 | $66 | 0.00% | −6−85.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 0 | $97 | 0.00% | −462−100.0% | Reduced |
| Fifth Third Bancorp | 2 | $131 | 0.00% | −5,238−100.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $131 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 2 | $131 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $131 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $196 | 0.00% | −3−50.0% | Reduced |
| Salomon & Ludwin, LLC | 4 | $266 | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 5 | $326 | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 5 | $327 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $327 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $330 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 6 | $387 | 0.00% | +6 | New |
| SHP Wealth Management | 6 | $392 | 0.00% | +6 | New |
| Optiver Holding B.V. | 6 | $392 | 0.00% | +6 | New |
| Horizon Investments, LLC | 8 | $522 | 0.00% | +8 | New |
| Rosenberg Matthew Hamilton | 9 | $587 | 0.00% | −4−30.8% | Reduced |
| Zions Bancorporation, National Association | 9 | $587 | 0.00% | +9 | New |
| Synergy Investment Management, LLC | 10 | $653 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $718 | 0.00% | −11−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $783 | 0.00% | +4+50.0% | Added |
| Picton Mahoney Asset Management | 13 | $848 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $979 | 0.00% | −7−31.8% | Reduced |
| Bare Financial Services, Inc | 15 | $979 | 0.00% | +10+200.0% | Added |
| Triumph Capital Management | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $1.11K | 0.00% | +16+1,600.0% | Added |
| HM Payson & Co | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 18 | $1.18K | 0.00% | +18 | New |
| Twin Tree Management, LP | 18 | $1.18K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 19 | $1.25K | 0.00% | +19 | New |
| Caldwell Sutter Capital, Inc. | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $1.44K | 0.00% | +22 | New |
| JDM Financial Group LLC | 23 | $1.50K | 0.00% | −113−83.1% | Reduced |
| Bruce G. Allen Investments, LLC | 23 | $1.50K | 0.00% | +2+9.5% | Added |
| Fortitude Family Office, LLC | 25 | $1.63K | 0.00% | −15−37.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 25 | $1.63K | 0.00% | +25 | New |
| Silver Grove Financial Group, Inc. | 26 | $1.70K | 0.00% | +26 | New |
| Cassaday & Co Wealth Management LLC | 27 | $1.76K | 0.00% | +27 | New |
| Mather Group, LLC. | 28 | $1.83K | 0.00% | +28 | New |
| Torren Management, LLC | 29 | $1.86K | 0.00% | −77−72.6% | Reduced |
| LRI Investments, LLC | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $2.15K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 33 | $2.15K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 36 | $2.35K | 0.00% | +27+300.0% | Added |
| Umb Bank N A | 37 | $2.42K | 0.00% | −62−62.6% | Reduced |
| Intentional Wealth Strategies, LLC | 37 | $2.42K | 0.00% | +37 | New |
| Acumen Wealth Advisors, LLC | 39 | $2.57K | 0.00% | −222−85.1% | Reduced |
| JFS Wealth Advisors, LLC | 41 | $2.69K | 0.00% | −73−64.0% | Reduced |
| Altshuler Shaham Ltd | 42 | $2.74K | 0.00% | +10+31.3% | Added |
| Sound Income Strategies, LLC | 43 | $2.80K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 43 | $2.81K | 0.00% | −43−50.0% | Reduced |
| Purpose Unlimited Inc. | 49 | $3.20K | 0.00% | −104−68.0% | Reduced |
| Webster Bank, N. A. | 51 | $3.33K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 58 | $3.79K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 58 | $3.79K | 0.00% | +19+48.7% | Added |
| Ares Financial Consulting, LLC | 61 | $3.97K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 64 | $4.18K | 0.00% | −46,092−99.9% | Reduced |
| Westside Investment Management, Inc. | 66 | $4.38K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 68 | $4.44K | 0.00% | +68 | New |
| Whipplewood Advisors, LLC | 74 | $4.83K | 0.00% | +60+428.6% | Added |
| Ogorek Anthony Joseph | 77 | $5.00K | 0.00% | +9+13.2% | Added |
| Assetmark, Inc | 86 | $5.64K | 0.00% | −76−46.9% | Reduced |
| MV Capital Management, Inc. | 93 | $6.07K | 0.00% | +93 | New |
| Cedar Mountain Advisors, LLC | 97 | $6.33K | 0.00% | +97 | New |
| True Wealth Design, LLC | 109 | $7.11K | 0.00% | +98+890.9% | Added |
| Essential Partners LLC | 112 | $7.31K | 0.00% | +112 | New |
| Riverview Trust Co | 115 | $7.50K | 0.01% | −345−75.0% | Reduced |
| First Pacific Financial | 119 | $7.77K | 0.00% | +100+526.3% | Added |
| Operose Advisors LLC | 125 | $8.16K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 127 | $8.29K | 0.00% | −100−44.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 128 | $8.35K | 0.00% | +3+2.4% | Added |
| TD Private Client Wealth LLC | 129 | $8.42K | 0.00% | +11+9.3% | Added |
| Smartleaf Asset Management LLC | 166 | $10.8K | 0.00% | −59−26.2% | Reduced |
| Financial Consulate, Inc | 175 | $11.4K | 0.00% | +23+15.1% | Added |
| Addison Advisors LLC | 179 | $11.7K | 0.00% | −50−21.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 183 | $11.9K | 0.00% | −11−5.7% | Reduced |
| Quarry LP | 194 | $12.7K | 0.00% | −696−78.2% | Reduced |
| Napier Financial, LLC | 200 | $13.1K | 0.00% | +200 | New |
| McMillan Office, Inc. | 210 | $13.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 215 | $14.0K | 0.00% | +64+42.4% | Added |
| Innovative Asset Advisors Group, LLC | 215 | $14.2K | 0.01% | +215 | New |
| Bryn Mawr Trust Co | 230 | $15.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 238 | $15.5K | 0.00% | +3+1.3% | Added |
| Entrust Financial LLC | 242 | $15.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 244 | $16.0K | 0.00% | −22−8.3% | Reduced |
| Basepoint Wealth LLC | 247 | $16.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 259 | $16.9K | 0.00% | +76+41.5% | Added |
| Versant Capital Management, Inc | 263 | $17.2K | 0.00% | +84+46.9% | Added |
| Owl Creek Wealth Partners LLC | 270 | $17.6K | 0.01% | +270 | New |
| Trifecta Capital Advisors, LLC | 275 | $17.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $18.1K | 0.00% | +277 | New |
| Massmutual Trust Co FSB | 278 | $18.1K | 0.00% | +138+98.6% | Added |
| Spire Wealth Management | 286 | $18.7K | 0.00% | +39+15.8% | Added |
| Cornerstone Planning Group LLC | 288 | $18.8K | 0.00% | 00.0% | Unchanged |
