| Avion Wealth | 26 | $0 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $35 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $68 | 0.00% | +2 | New |
| Innovative Asset Advisors Group, LLC | 2 | $68 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 4 | $137 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $156 | 0.00% | −1−20.0% | Reduced |
| Kilter Group LLC | 5 | $171 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 5 | $171 | 0.00% | +5 | New |
| Curio Wealth, LLC | 7 | $239 | 0.00% | +7 | New |
| Signature Equity Partners, LLC | 10 | $337 | 0.00% | −5−33.3% | Reduced |
| Rakuten Securities, Inc. | 10 | $341 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 12 | $410 | 0.00% | +12 | New |
| Ameriflex Group, Inc. | 13 | $444 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $478 | 0.00% | +14 | New |
| TopTier Wealth Management, LLC | 14 | $478 | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 17 | $580 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 17 | $580 | 0.00% | +17 | New |
| Vermillion Wealth Management, Inc. | 20 | $683 | 0.00% | +20 | New |
| North Star Investment Management Corp. | 21 | $717 | 0.00% | +21 | New |
| SBI Securities Co., Ltd. | 25 | $854 | 0.00% | −25−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 25 | $854 | 0.00% | +1+4.2% | Added |
| Cedar Mountain Advisors, LLC | 27 | $922 | 0.00% | +26+2,600.0% | Added |
| Cromwell Holdings LLC | 32 | $1.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $1.13K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 35 | $1.20K | 0.00% | +35 | New |
| Bogart Wealth, LLC | 37 | $1.26K | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 38 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 39 | $1.33K | 0.00% | +16+69.6% | Added |
| Gilpin Wealth Management, LLC | 39 | $1.33K | 0.00% | +20+105.3% | Added |
| South State Corp. | 43 | $1.47K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 47 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 47 | $1.60K | 0.00% | +24+104.3% | Added |
| Rossby Financial, LCC | 55 | $1.90K | 0.00% | +25+83.3% | Added |
| UMA Financial Services, Inc. | 61 | $2.08K | 0.00% | +31+103.3% | Added |
| Montag A & Associates Inc | 70 | $2.38K | 0.00% | −20−22.2% | Reduced |
| JPL Wealth Management, LLC | 70 | $2.39K | 0.00% | +70 | New |
| AdvisorNet Financial, Inc | 75 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $2.60K | 0.00% | +19+33.3% | Added |
| Abound Wealth Management | 83 | $2.83K | 0.00% | +71+591.7% | Added |
| Albion Financial Group | 85 | $2.90K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 93 | $3.17K | 0.00% | +93 | New |
| Sachetta, LLC | 99 | $3.38K | 0.00% | +65+191.2% | Added |
| Walleye Capital LLC | 107 | $3.65K | 0.00% | +107 | New |
| United Financial Planning Group LLC | 109 | $3.72K | 0.00% | +109 | New |
| Valley National Advisers Inc | 121 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 120 | $4.10K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 121 | $4.13K | 0.00% | −8−6.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 128 | $4.34K | 0.00% | +128 | New |
| MAI Capital Management | 138 | $4.71K | 0.00% | +108+360.0% | Added |
| Owl Creek Wealth Partners LLC | 140 | $4.78K | 0.00% | +140 | New |
| Plato Investment Management Ltd | 140 | $4.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 149 | $5.09K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 164 | $5.60K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 168 | $5.74K | 0.00% | −1,514−90.0% | Reduced |
| High Note Wealth, LLC | 194 | $6.62K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 194 | $6.62K | 0.00% | +133+218.0% | Added |
| Meeder Asset Management Inc | 225 | $7.68K | 0.00% | +225 | New |
| Copeland Capital Management, LLC | 228 | $7.78K | 0.00% | −92−28.7% | Reduced |
| JFS Wealth Advisors, LLC | 228 | $7.78K | 0.00% | −24−9.5% | Reduced |
| Essential Partners LLC | 244 | $8.33K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 259 | $8.84K | 0.00% | +259 | New |
| IFP Advisors, Inc | 262 | $8.95K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 280 | $9.56K | 0.00% | +124+79.5% | Added |
| Truvestments Capital LLC | 286 | $9.76K | 0.00% | +286 | New |
| DT Investment Partners, LLC | 290 | $9.90K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $10.2K | 0.00% | −2,500−89.3% | Reduced |
| MidFirst Bank | 314 | $10.7K | 0.00% | −15,600−98.0% | Reduced |
| CVA Family Office, LLC | 349 | $11.9K | 0.00% | +349 | New |
| Cary Street Partner Investment Advisory LLC | 350 | $11.9K | 0.00% | +44+14.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 355 | $12.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 356 | $12.2K | 0.00% | −168−32.1% | Reduced |
| Clark Wealth Partners | 399 | $13.6K | 0.01% | +399 | New |
| Richardson Capital Management LLC | 420 | $14.3K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 421 | $14.4K | 0.00% | +64+17.9% | Added |
| Massmutual Trust Co FSB | 497 | $17.0K | 0.00% | +72+16.9% | Added |
| Ronald Blue Trust, Inc. | 538 | $18.4K | 0.00% | −232−30.1% | Reduced |
| Sound Income Strategies, LLC | 566 | $19.6K | 0.00% | +1+0.2% | Added |
| Covestor Ltd | 601 | $21.0K | 0.01% | +6+1.0% | Added |
| Rothschild Investment LLC | 649 | $22.2K | 0.00% | +18+2.9% | Added |
| Larson Financial Group LLC | 690 | $23.6K | 0.00% | +187+37.2% | Added |
| Assetmark, Inc | 778 | $26.6K | 0.00% | +468+151.0% | Added |
| True Wealth Design, LLC | 815 | $27.8K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 881 | $30.1K | 0.00% | +42+5.0% | Added |
| Nomura Asset Management Co Ltd | 890 | $30.4K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 895 | $30.6K | 0.01% | +895 | New |
| GWM Advisors LLC | 949 | $32.4K | 0.00% | +346+57.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,137 | $38.8K | 0.00% | +984+643.1% | Added |
| Huntington National Bank | 1,210 | $41.3K | 0.00% | −302−20.0% | Reduced |
| Allworth Financial LP | 1,214 | $41.4K | 0.00% | +162+15.4% | Added |
| Quarry LP | 1,258 | $42.9K | 0.01% | −480−27.6% | Reduced |
| SJS Investment Consulting Inc. | 1,282 | $43.8K | 0.01% | +9+0.7% | Added |
| Community Bank, N.A. | 1,296 | $44.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,300 | $44.4K | 0.03% | +58+4.7% | Added |
| Measured Wealth Private Client Group, LLC | 1,326 | $45.3K | 0.01% | −476−26.4% | Reduced |
| Ancora Advisors, LLC | 1,366 | $46.6K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,462 | $49.9K | 0.06% | −2,154−59.6% | Reduced |
| American National Bank | 1,485 | $50.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,041 | $69.6K | 0.01% | +194+10.5% | Added |