| Avion Wealth | 27 | $0 | 0.00% | −4−12.9% | Reduced |
| Acadian Asset Management LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| Beacon Capital Management, Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $11 | 0.00% | 0 | Unchanged |
| 3 Factor Indexing, LLC | 1 | $28 | 0.00% | −1−50.0% | Reduced |
| MV Capital Management, Inc. | 2 | $55 | 0.00% | −18−90.0% | Reduced |
| SBI Securities Co., Ltd. | 2 | $55 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $55 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 4 | $110 | 0.00% | +4 | New |
| SHP Wealth Management | 5 | $138 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $142 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 6 | $165 | 0.00% | +2+50.0% | Added |
| Mosley Wealth Management | 6 | $165 | 0.00% | +6 | New |
| Distillate Capital Partners LLC | 8 | $220 | 0.00% | +3+60.0% | Added |
| LRI Investments, LLC | 9 | $248 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 12 | $330 | 0.00% | +6+100.0% | Added |
| Principia Wealth Advisory, LLC | 14 | $385 | 0.00% | −7−33.3% | Reduced |
| Zions Bancorporation, National Association | 16 | $440 | 0.00% | −125−88.7% | Reduced |
| Ameriflex Group, Inc. | 16 | $440 | 0.00% | +16 | New |
| Cromwell Holdings LLC | 17 | $468 | 0.00% | −9−34.6% | Reduced |
| Planning Strategies Inc. | 17 | $468 | 0.00% | +17 | New |
| Retirement Wealth Solutions LLC | 19 | $523 | 0.00% | −6−24.0% | Reduced |
| TD Waterhouse Canada Inc. | 20 | $565 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 21 | $578 | 0.00% | −133−86.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $605 | 0.00% | −2−8.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 23 | $633 | 0.00% | +8+53.3% | Added |
| Institute for Wealth Management, LLC. | 23 | $633 | 0.00% | +23 | New |
| Creative Capital Management Investments LLC | 25 | $688 | 0.00% | +25 | New |
| Glen Eagle Advisors, LLC | 38 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 38 | $1.04K | 0.00% | +3+8.6% | Added |
| Ares Financial Consulting, LLC | 42 | $1.14K | 0.00% | +1+2.4% | Added |
| Manning & Napier Advisors LLC | 44 | $1.23K | 0.00% | +21+91.3% | Added |
| Cornerstone Financial Management LLC | 48 | $1.32K | 0.00% | −40−45.5% | Reduced |
| Bogart Wealth, LLC | 49 | $1.35K | 0.00% | +49 | New |
| Hughes Financial Services, LLC | 54 | $1.49K | 0.00% | +50+1,250.0% | Added |
| Kilter Group LLC | 57 | $1.57K | 0.00% | +24+72.7% | Added |
| FWL Investment Management, LLC | 58 | $1.59K | 0.00% | +58 | New |
| High Note Wealth, LLC | 65 | $1.79K | 0.00% | −27−29.3% | Reduced |
| Manchester Capital Management LLC | 66 | $1.81K | 0.00% | +42+175.0% | Added |
| William B. Walkup & Associates, Inc. | 70 | $1.93K | 0.00% | +70 | New |
| South State Corp. | 74 | $2.04K | 0.00% | +26+54.2% | Added |
| Addison Advisors LLC | 75 | $2.06K | 0.00% | +75 | New |
| Quarry LP | 87 | $2.39K | 0.00% | +87 | New |
| Cape Investment Advisory, Inc. | 92 | $2.53K | 0.00% | +92 | New |
| Rossby Financial, LCC | 99 | $2.72K | 0.00% | −30−23.3% | Reduced |
| Eastern Bank | 100 | $2.75K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 102 | $2.81K | 0.00% | +102 | New |
| Fortitude Family Office, LLC | 111 | $3.05K | 0.00% | +64+136.2% | Added |
| Highline Wealth Partners LLC | 114 | $3.13K | 0.00% | +32+39.0% | Added |
| Park Square Financial Group, LLC | 124 | $3.41K | 0.03% | −112−47.5% | Reduced |
| JFS Wealth Advisors, LLC | 129 | $3.55K | 0.00% | −1−0.8% | Reduced |
| Action Point Financial Planning, LLC | 134 | $3.55K | 0.00% | +134 | New |
| Farmers & Merchants Investments Inc | 140 | $3.85K | 0.00% | −3−2.1% | Reduced |
| Private Trust Co NA | 141 | $3.88K | 0.00% | −283−66.7% | Reduced |
| Harbour Investments, Inc. | 142 | $3.90K | 0.00% | +13+10.1% | Added |
| WealthCollab, LLC | 147 | $4.04K | 0.00% | −2,501−94.4% | Reduced |
| UMA Financial Services, Inc. | 156 | $4.29K | 0.00% | +156 | New |
| JPL Wealth Management, LLC | 163 | $4.48K | 0.00% | −21−11.4% | Reduced |
| Owl Creek Wealth Partners LLC | 165 | $4.54K | 0.00% | +165 | New |
| CVA Family Office, LLC | 168 | $4.62K | 0.00% | −124−42.5% | Reduced |
| AdvisorNet Financial, Inc | 175 | $4.81K | 0.00% | −2−1.1% | Reduced |
| Picton Mahoney Asset Management | 176 | $4.84K | 0.00% | −48,522−99.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 185 | $5.09K | 0.00% | −162−46.7% | Reduced |
| Bell Investment Advisors, Inc | 190 | $5.22K | 0.00% | +120+171.4% | Added |
| Activest Wealth Management | 192 | $5.28K | 0.00% | −273−58.7% | Reduced |
| Salomon & Ludwin, LLC | 205 | $5.79K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 221 | $6.08K | 0.00% | −91−29.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 225 | $6.19K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 236 | $6.58K | 0.00% | 00.0% | Unchanged |
| Natixis | 253 | $6.96K | 0.00% | −39,623−99.4% | Reduced |
| Parkside Financial Bank & Trust | 256 | $7.04K | 0.00% | −114−30.8% | Reduced |
| Signature Equity Partners, LLC | 265 | $7.29K | 0.00% | −69−20.7% | Reduced |
| Sachetta, LLC | 265 | $7.29K | 0.00% | +265 | New |
| Bare Financial Services, Inc | 268 | $7.37K | 0.00% | +77+40.3% | Added |
| Northwestern Mutual Wealth Management Co | 270 | $7.42K | 0.00% | +75+38.5% | Added |
| Ameritas Advisory Services, LLC | 277 | $7.62K | 0.00% | −7,719−96.5% | Reduced |
| Silver Grove Financial Group, Inc. | 306 | $8.41K | 0.00% | +306 | New |
| Quent Capital, LLC | 312 | $8.58K | 0.00% | −290−48.2% | Reduced |
| Smartleaf Asset Management LLC | 321 | $8.94K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 340 | $9.35K | 0.00% | −67−16.5% | Reduced |
| First Horizon Corp | 348 | $9.57K | 0.00% | +332+2,075.0% | Added |
| Mather Group, LLC. | 357 | $9.82K | 0.00% | −69−16.2% | Reduced |
| Caitlin John, LLC | 432 | $11.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 447 | $12.3K | 0.00% | −231−34.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 450 | $12.4K | 0.00% | −506−52.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 460 | $12.6K | 0.00% | +34+8.0% | Added |
| Keating Financial Advisory Services, Inc. | 497 | $13.7K | 0.00% | +455+1,083.3% | Added |
| Princeton Global Asset Management LLC | 500 | $13.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 554 | $15.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 558 | $15.3K | 0.00% | +407+269.5% | Added |
| Continuum Advisory, LLC | 586 | $16.1K | 0.00% | +586 | New |
| Massmutual Trust Co FSB | 641 | $17.6K | 0.00% | −1,700−72.6% | Reduced |
| Basecamp Wealth Advisors LLC | 665 | $18.3K | 0.00% | −381−36.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 737 | $20.3K | 0.00% | −994−57.4% | Reduced |
| Cornerstone Planning Group LLC | 683 | $20.5K | 0.00% | −49−6.7% | Reduced |
| Essex Investment Management Co LLC | 823 | $22.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 830 | $22.8K | 0.00% | −13,539−94.2% | Reduced |
| Bessemer Group Inc | 855 | $23.0K | 0.00% | +207+31.9% | Added |
| ZRC Wealth Management, LLC | 852 | $23.4K | 0.01% | +676+384.1% | Added |
