| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $188 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $188 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $225 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 2 | $376 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $376 | 0.00% | +2 | New |
| Quent Capital, LLC | 3 | $564 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $564 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 3 | $564 | 0.00% | +3 | New |
| Trust Co | 3 | $565 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $752 | 0.00% | +4 | New |
| Kilter Group LLC | 5 | $940 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $940 | 0.00% | +1+25.0% | Added |
| Hughes Financial Services, LLC | 5 | $940 | 0.00% | +3+150.0% | Added |
| Marquette Asset Management, LLC | 5 | $940 | 0.00% | +5 | New |
| Advisory Services Network, LLC | 5 | $940 | 0.00% | +5 | New |
| Intentional Wealth Strategies, LLC | 5 | $940 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $1.14K | 0.00% | +4+200.0% | Added |
| Manchester Capital Management LLC | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $2.07K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 11 | $2.07K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $2.07K | 0.00% | +4+57.1% | Added |
| JPL Wealth Management, LLC | 11 | $2.07K | 0.00% | +11 | New |
| First Command Advisory Services, Inc. | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 13 | $2.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.82K | 0.00% | +7+87.5% | Added |
| TopTier Wealth Management, LLC | 17 | $3.20K | 0.00% | +17 | New |
| TD Capital Management LLC | 17 | $3.20K | 0.00% | +17 | New |
| Versant Capital Management, Inc | 18 | $3.38K | 0.00% | +5+38.5% | Added |
| IMA Wealth, Inc. | 18 | $3.38K | 0.00% | +18 | New |
| SBI Securities Co., Ltd. | 23 | $4.32K | 0.00% | −26−53.1% | Reduced |
| Huntington National Bank | 24 | $4.51K | 0.00% | −1−4.0% | Reduced |
| PFS Partners, LLC | 24 | $4.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 25 | $4.70K | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 30 | $5.64K | 0.00% | −2−6.3% | Reduced |
| Farmers & Merchants Investments Inc | 33 | $6.20K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 33 | $6.20K | 0.00% | +33 | New |
| Rocky Mountain Advisers, LLC | 36 | $6.77K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 39 | $7.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 43 | $8.08K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 43 | $8.08K | 0.00% | +43 | New |
| Harbour Investments, Inc. | 47 | $8.84K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 55 | $10.3K | 0.00% | −40−42.1% | Reduced |
| JFS Wealth Advisors, LLC | 56 | $10.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 57 | $10.7K | 0.00% | +5+9.6% | Added |
| J.Safra Asset Management Corp | 57 | $10.7K | 0.00% | +26+83.9% | Added |
| Prestige Wealth Management Group LLC | 60 | $11.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 70 | $13.2K | 0.01% | +12+20.7% | Added |
| CVA Family Office, LLC | 70 | $13.2K | 0.00% | +70 | New |
| USA Financial Portformulas Corp | 74 | $13.9K | 0.00% | −414−84.8% | Reduced |
| Sfam, LLC | 75 | $14.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 78 | $14.7K | 0.00% | +23+41.8% | Added |
| Massmutual Trust Co FSB | 79 | $14.9K | 0.00% | −10−11.2% | Reduced |
| Atlantic Trust, LLC | 83 | $15.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 84 | $15.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 87 | $16.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 97 | $18.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $18.8K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $18.8K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $18.8K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $18.8K | 0.00% | +100 | New |
| RWM Asset Management, LLC | 100 | $18.8K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 103 | $19.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 123 | $23.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 131 | $24.6K | 0.00% | +38+40.9% | Added |
| Harbor Investment Advisory, LLC | 136 | $25.6K | 0.00% | +136 | New |
| Operose Advisors LLC | 142 | $26.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 154 | $29.0K | 0.00% | +154 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155 | $29.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 159 | $29.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 161 | $30.3K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 180 | $33.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 186 | $35.0K | 0.01% | −8−4.1% | Reduced |
| Harbor Capital Advisors, Inc. | 191 | $36.0K | 0.00% | −8,715−97.9% | Reduced |
| Assetmark, Inc | 194 | $36.5K | 0.00% | +103+113.2% | Added |
| Community Bank, N.A. | 199 | $37.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $37.6K | 0.00% | +7+3.6% | Added |
| Clearstead Advisors, LLC | 205 | $38.5K | 0.00% | −2,094−91.1% | Reduced |
| Optiver Holding B.V. | 207 | $38.9K | 0.00% | −71−25.5% | Reduced |
| High Point Wealth Management, LLC | 207 | $39.0K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 218 | $41.0K | 0.05% | +216+10,800.0% | Added |
| Covestor Ltd | 223 | $42.0K | 0.03% | −122−35.4% | Reduced |
| Kemnay Advisory Services Inc. | 227 | $42.7K | 0.01% | +88+63.3% | Added |
| Root Financial Partners, LLC | 245 | $46.1K | 0.00% | +56+29.6% | Added |
| Legend Capital Advisors LLC | 252 | $47.4K | 0.03% | +252 | New |
| Sterling Capital Management LLC | 257 | $48.3K | 0.00% | −2−0.8% | Reduced |
| Rialto Wealth Management, LLC | 257 | $48.3K | 0.01% | +2+0.8% | Added |
| Financial Management Professionals, Inc. | 286 | $53.8K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 309 | $58.1K | 0.00% | +7+2.3% | Added |
| Caitong International Asset Management Co., Ltd | 325 | $61.1K | 0.01% | +66+25.5% | Added |
| Smithfield Trust Co | 378 | $71.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 388 | $72.9K | 0.00% | +62+19.0% | Added |
| Farther Finance Advisors, LLC | 414 | $78.6K | 0.00% | +53+14.7% | Added |
| Reyes Financial Architecture, Inc. | 422 | $79.3K | 0.06% | −17−3.9% | Reduced |
| SRS Capital Advisors, Inc. | 386 | $84.4K | 0.00% | +299+343.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 491 | $92.3K | 0.00% | +491 | New |