| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $31 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $32 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 2 | $62 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $62 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $62 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 2 | $63 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $94 | 0.00% | −1−25.0% | Reduced |
| Gilpin Wealth Management, LLC | 3 | $94 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 3 | $94 | 0.00% | +3 | New |
| International Assets Investment Management, LLC | 5 | $155 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $156 | 0.00% | +5 | New |
| Silver Grove Financial Group, Inc. | 6 | $187 | 0.00% | +6 | New |
| Federated Hermes, Inc. | 9 | $281 | 0.00% | +9 | New |
| LRI Investments, LLC | 9 | $281 | 0.00% | +9 | New |
| Ankerstar Wealth, LLC | 11 | $343 | 0.00% | +7+175.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $344 | 0.00% | −1−8.3% | Reduced |
| Assetmark, Inc | 12 | $374 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $374 | 0.00% | +1+9.1% | Added |
| HFM Investment Advisors, LLC | 12 | $375 | 0.00% | +8+200.0% | Added |
| True Wealth Design, LLC | 13 | $406 | 0.00% | −8−38.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 13 | $406 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 15 | $468 | 0.00% | +1+7.1% | Added |
| TD Private Client Wealth LLC | 15 | $468 | 0.00% | +15 | New |
| Breakwater Investment Management | 15 | $468 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 16 | $498 | 0.00% | −9−36.0% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $562 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 19 | $593 | 0.00% | +19 | New |
| Aster Capital Management (DIFC) Ltd | 25 | $780 | 0.00% | −139−84.8% | Reduced |
| Larson Financial Group LLC | 25 | $780 | 0.00% | −138−84.7% | Reduced |
| Clearstead Advisors, LLC | 30 | $937 | 0.00% | +30 | New |
| Harbour Investments, Inc. | 31 | $967 | 0.00% | +19+158.3% | Added |
| Action Point Financial Planning, LLC | 34 | $1.03K | 0.00% | +34 | New |
| Essential Partners LLC | 36 | $1.12K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 39 | $1.22K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 42 | $1.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 43 | $1.34K | 0.00% | +43 | New |
| MPWM Advisory Solutions, LLC | 51 | $1.59K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 52 | $1.62K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 69 | $2.15K | 0.00% | +69 | New |
| Concord Wealth Partners | 69 | $2.15K | 0.00% | +69 | New |
| Brown Brothers Harriman & Co | 74 | $2.31K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 76 | $2.37K | 0.00% | −186−71.0% | Reduced |
| Rialto Wealth Management, LLC | 82 | $2.56K | 0.00% | +47+134.3% | Added |
| Kilter Group LLC | 85 | $2.65K | 0.00% | +35+70.0% | Added |
| Marquette Asset Management, LLC | 88 | $2.75K | 0.00% | +88 | New |
| Entrust Financial LLC | 89 | $2.78K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 90 | $2.81K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 92 | $2.87K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 95 | $2.96K | 0.00% | +61+179.4% | Added |
| Steward Partners Investment Advisory, LLC | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 97 | $3.03K | 0.00% | +16+19.8% | Added |
| Rothschild Investment LLC | 99 | $3.09K | 0.00% | +39+65.0% | Added |
| Salomon & Ludwin, LLC | 104 | $3.22K | 0.00% | −344−76.8% | Reduced |
| Optiver Holding B.V. | 116 | $3.62K | 0.00% | +88+314.3% | Added |
| Smartleaf Asset Management LLC | 126 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 143 | $4.46K | 0.00% | −13−8.3% | Reduced |
| SBI Securities Co., Ltd. | 150 | $4.68K | 0.00% | +8+5.6% | Added |
| Avion Wealth | 169 | $5.00K | 0.00% | +71+72.4% | Added |
| GW&K Investment Management, LLC | 160 | $5.00K | 0.00% | +160 | New |
| Umb Bank N A | 183 | $5.71K | 0.00% | −15−7.6% | Reduced |
| Fortitude Family Office, LLC | 186 | $5.80K | 0.00% | +133+250.9% | Added |
| Private Wealth Management Group, LLC | 188 | $5.87K | 0.00% | +55+41.4% | Added |
| Costello Asset Management, INC | 200 | $6.24K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 214 | $6.68K | 0.00% | +154+256.7% | Added |
| Farther Finance Advisors, LLC | 279 | $8.70K | 0.00% | +95+51.6% | Added |
| Compass Financial Management LLC | 300 | $9.36K | 0.00% | +300 | New |
| CoreCap Advisors, LLC | 308 | $9.61K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 314 | $10.0K | 0.00% | +197+168.4% | Added |
| Graticule Asia Macro Advisors LLC | 322 | $10.0K | 0.00% | +322 | New |
| Allied Private Wealth LLC | 320 | $10.4K | 0.01% | +320 | New |
| SJS Investment Consulting Inc. | 346 | $10.8K | 0.00% | +322+1,341.7% | Added |
| Parkside Financial Bank & Trust | 375 | $11.7K | 0.00% | +40+11.9% | Added |
| Massmutual Trust Co FSB | 376 | $11.7K | 0.00% | +151+67.1% | Added |
| UMA Financial Services, Inc. | 390 | $12.2K | 0.00% | +16+4.3% | Added |
| EverSource Wealth Advisors, LLC | 399 | $12.4K | 0.00% | −298−42.8% | Reduced |
| Boreal Capital Management LLC | 400 | $12.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 443 | $13.8K | 0.00% | +67+17.8% | Added |
| Simplex Trading, LLC | 447 | $13.9K | 0.00% | +342+325.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 455 | $14.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 469 | $14.6K | 0.00% | +74+18.7% | Added |
| Harbor Capital Advisors, Inc. | 553 | $17.0K | 0.00% | −71−11.4% | Reduced |
| WealthCollab, LLC | 592 | $18.5K | 0.01% | −492−45.4% | Reduced |
| Institute for Wealth Management, LLC. | 602 | $18.8K | 0.00% | +602 | New |
| Basecamp Wealth Advisors LLC | 619 | $19.3K | 0.00% | −6−1.0% | Reduced |
| IFP Advisors, Inc | 752 | $23.5K | 0.00% | +346+85.2% | Added |
| Nisa Investment Advisors, LLC | 890 | $27.8K | 0.00% | +558+168.1% | Added |
| Newbridge Financial Services Group, Inc. | 930 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 934 | $29.1K | 0.00% | −1,063−53.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,001 | $31.2K | 0.00% | −2−0.2% | Reduced |
| Allworth Financial LP | 1,086 | $33.9K | 0.00% | +262+31.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,132 | $35.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,175 | $36.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,346 | $42.0K | 0.00% | +988+276.0% | Added |
| Versant Capital Management, Inc | 1,367 | $42.6K | 0.00% | +871+175.6% | Added |
| Huntington National Bank | 1,369 | $42.7K | 0.00% | −80−5.5% | Reduced |
| Parallel Advisors, LLC | 1,541 | $48.1K | 0.00% | +144+10.3% | Added |
