| Measured Wealth Private Client Group, LLC | 0 | $7 | 0.00% | 0 | New |
| Raffa Wealth Management, LLC | 1 | $30 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $31 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 2 | $61 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 2 | $61 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $61 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $91 | 0.00% | −6−66.7% | Reduced |
| TD Waterhouse Canada Inc. | 3 | $91 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $107 | 0.00% | −1−25.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $122 | 0.00% | +2+100.0% | Added |
| Rakuten Securities, Inc. | 5 | $152 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $243 | 0.00% | −4−33.3% | Reduced |
| American Capital Advisory, LLC | 9 | $275 | 0.00% | +9 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $335 | 0.00% | −90−89.1% | Reduced |
| Rossby Financial, LCC | 11 | $335 | 0.00% | +8+266.7% | Added |
| Wealth Preservation Advisors, LLC | 12 | $365 | 0.00% | +12 | New |
| Leonteq Securities AG | 14 | $426 | 0.00% | −1,368−99.0% | Reduced |
| USA Financial Portformulas Corp | 16 | $487 | 0.00% | +4+33.3% | Added |
| Addison Advisors LLC | 17 | $518 | 0.00% | +17 | New |
| Cornerstone Financial Management LLC | 19 | $579 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $640 | 0.00% | −2−8.7% | Reduced |
| WPG Advisers, LLC | 22 | $670 | 0.00% | −20−47.6% | Reduced |
| GWM Advisors LLC | 22 | $670 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 22 | $670 | 0.00% | +22 | New |
| Quaker Wealth Management, LLC | 24 | $731 | 0.00% | +19+380.0% | Added |
| Cullen/Frost Bankers, Inc. | 27 | $822 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $914 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 31 | $944 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | −10−23.8% | Reduced |
| Harvest Fund Management Co., Ltd | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 33 | $1.00K | 0.00% | +18+120.0% | Added |
| Rialto Wealth Management, LLC | 33 | $1.00K | 0.00% | +21+175.0% | Added |
| AdvisorNet Financial, Inc | 33 | $1.00K | 0.00% | +33 | New |
| Ancora Advisors, LLC | 34 | $1.03K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 36 | $1.10K | 0.00% | +36 | New |
| Webster Bank, N. A. | 44 | $1.34K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 45 | $1.37K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $1.37K | 0.00% | −572−92.7% | Reduced |
| Owl Creek Wealth Partners LLC | 45 | $1.37K | 0.00% | +45 | New |
| First Pacific Financial | 58 | $1.77K | 0.00% | +58 | New |
| Colonial Trust Co | 62 | $1.88K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $1.89K | 0.00% | +59+1,966.7% | Added |
| WFA of San Diego, LLC | 62 | $1.89K | 0.00% | +62 | New |
| SBI Securities Co., Ltd. | 73 | $2.22K | 0.00% | −140−65.7% | Reduced |
| High Note Wealth, LLC | 77 | $2.35K | 0.00% | +32+71.1% | Added |
| Sachetta, LLC | 78 | $2.38K | 0.00% | +78 | New |
| UMA Financial Services, Inc. | 80 | $2.44K | 0.00% | +80 | New |
| SHP Wealth Management | 82 | $2.50K | 0.00% | +74+925.0% | Added |
| JFS Wealth Advisors, LLC | 90 | $2.74K | 0.00% | −33−26.8% | Reduced |
| Retirement Wealth Solutions LLC | 91 | $2.77K | 0.00% | +32+54.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 92 | $2.80K | 0.00% | +2+2.2% | Added |
| Kilter Group LLC | 99 | $3.02K | 0.00% | +57+135.7% | Added |
| Danske Bank A/S | 100 | $3.04K | 0.00% | −1,200−92.3% | Reduced |
| Synergy Investment Management, LLC | 100 | $3.04K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 104 | $3.17K | 0.00% | −31−23.0% | Reduced |
| Bokf, NA | 107 | $3.26K | 0.00% | +107 | New |
| J.Safra Asset Management Corp | 109 | $3.32K | 0.00% | +70+179.5% | Added |
| Sunbelt Securities, Inc. | 123 | $3.75K | 0.00% | −2,155−94.6% | Reduced |
| ZRC Wealth Management, LLC | 126 | $3.84K | 0.00% | +126 | New |
| CVA Family Office, LLC | 127 | $3.87K | 0.00% | +127 | New |
| Bell Investment Advisors, Inc | 130 | $3.96K | 0.00% | −20−13.3% | Reduced |
| Activest Wealth Management | 136 | $4.14K | 0.00% | −120−46.9% | Reduced |
| Farmers & Merchants Investments Inc | 138 | $4.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 140 | $4.26K | 0.00% | +140 | New |
| Bogart Wealth, LLC | 149 | $4.54K | 0.00% | +149 | New |
| Smartleaf Asset Management LLC | 156 | $4.77K | 0.00% | −141−47.5% | Reduced |
| Millstone Evans Group, LLC | 159 | $4.84K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 170 | $5.18K | 0.00% | −2,038−92.3% | Reduced |
| Private Wealth Management Group, LLC | 208 | $6.33K | 0.00% | +9+4.5% | Added |
| Larson Financial Group LLC | 221 | $6.73K | 0.00% | +210+1,909.1% | Added |
| Keating Financial Advisory Services, Inc. | 222 | $6.76K | 0.00% | −38−14.6% | Reduced |
| SWAN Capital LLC | 238 | $7.25K | 0.00% | +238 | New |
| Acumen Wealth Advisors, LLC | 252 | $7.67K | 0.00% | −57−18.4% | Reduced |
| JPL Wealth Management, LLC | 260 | $7.92K | 0.00% | +260 | New |
| Cornerstone Planning Group LLC | 273 | $8.53K | 0.00% | +270+9,000.0% | Added |
| Root Financial Partners, LLC | 338 | $10.3K | 0.00% | −263−43.8% | Reduced |
| SOA Wealth Advisors, LLC. | 350 | $10.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 364 | $11.1K | 0.00% | +329+940.0% | Added |
| Quent Capital, LLC | 375 | $11.4K | 0.00% | +333+792.9% | Added |
| Cedar Mountain Advisors, LLC | 408 | $12.4K | 0.00% | +372+1,033.3% | Added |
| Essential Partners LLC | 411 | $12.5K | 0.00% | −430−51.1% | Reduced |
| Basecamp Wealth Advisors LLC | 475 | $14.5K | 0.00% | +441+1,297.1% | Added |
| Massmutual Trust Co FSB | 517 | $15.7K | 0.00% | −43−7.7% | Reduced |
| SJS Investment Consulting Inc. | 527 | $16.0K | 0.00% | +93+21.4% | Added |
| First Horizon Corp | 535 | $16.3K | 0.00% | −1,024−65.7% | Reduced |
| Parkside Financial Bank & Trust | 549 | $16.7K | 0.00% | +304+124.1% | Added |
| Mather Group, LLC. | 567 | $17.3K | 0.00% | +567 | New |
| Central Trust Co | 686 | $20.9K | 0.00% | +75+12.3% | Added |
| Salomon & Ludwin, LLC | 694 | $21.5K | 0.00% | +694 | New |
| National Bank of Canada | 768 | $23.8K | 0.00% | +325+73.4% | Added |
| Signature Equity Partners, LLC | 799 | $24.3K | 0.01% | −172−17.7% | Reduced |
| Private Trust Co NA | 851 | $25.9K | 0.00% | +134+18.7% | Added |
| True Wealth Design, LLC | 896 | $27.3K | 0.01% | +190+26.9% | Added |
| Whittier Trust Co of Nevada Inc | 898 | $27.7K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 930 | $28.3K | 0.00% | +157+20.3% | Added |
| RWM Asset Management, LLC | 935 | $28.5K | 0.00% | +935 | New |
| Nomura Asset Management Co Ltd | 1,000 | $30.4K | 0.00% | −9,295−90.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,070 | $32.9K | 0.00% | +560+109.8% | Added |
| Sterling Capital Management LLC | 1,102 | $33.6K | 0.00% | −3−0.3% | Reduced |
| Advisory Services Network, LLC | 1,141 | $34.7K | 0.00% | +1,141 | New |
