| Ogorek Anthony Joseph | 48 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Measured Wealth Private Client Group, LLC | 1 | $14 | 0.00% | −849−99.9% | Reduced |
| Raffa Wealth Management, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $56 | 0.00% | −1−25.0% | Reduced |
| Mosley Wealth Management | 3 | $57 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $93 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 5 | $93 | 0.00% | +5 | New |
| Maryland Capital Advisors Inc. | 5 | $94 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 8 | $149 | 0.00% | −7−46.7% | Reduced |
| American Capital Advisory, LLC | 8 | $150 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 11 | $205 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 13 | $243 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 13 | $243 | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 13 | $245 | 0.00% | +13 | New |
| Stone House Investment Management, LLC | 16 | $299 | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 23 | $430 | 0.00% | +1+4.5% | Added |
| Brooklyn FI, LLC | 23 | $452 | 0.00% | +23 | New |
| Bear Mountain Capital, Inc. | 23 | $463 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $486 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 28 | $523 | 0.00% | −50−64.1% | Reduced |
| Downshift Financial, LLC | 28 | $523 | 0.00% | +28 | New |
| Hilton Head Capital Partners, LLC | 28 | $527 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 31 | $580 | 0.00% | −101−76.5% | Reduced |
| Sunrise Financial Services, LLC | 34 | $635 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 35 | $654 | 0.00% | −32−47.8% | Reduced |
| Torren Management, LLC | 35 | $654 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 36 | $667 | 0.00% | −30−45.5% | Reduced |
| Highline Wealth Partners LLC | 37 | $691 | 0.00% | −69−65.1% | Reduced |
| Cromwell Holdings LLC | 48 | $897 | 0.00% | +24+100.0% | Added |
| PayPay Securities Corp | 49 | $915 | 0.03% | +11+28.9% | Added |
| Ronald Blue Trust, Inc. | 52 | $971 | 0.00% | −8−13.3% | Reduced |
| Cornerstone Financial Management LLC | 52 | $971 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 51 | $1.03K | 0.00% | +51 | New |
| HFM Investment Advisors, LLC | 57 | $1.06K | 0.00% | +28+96.6% | Added |
| Compass Financial Management LLC | 52 | $1.07K | 0.00% | +52 | New |
| CVA Family Office, LLC | 58 | $1.08K | 0.00% | −456−88.7% | Reduced |
| Marshall Investment Management, LLC | 60 | $1.12K | 0.00% | +60 | New |
| Keating Financial Advisory Services, Inc. | 67 | $1.25K | 0.00% | −125−65.1% | Reduced |
| Basecamp Wealth Advisors LLC | 70 | $1.31K | 0.00% | −526−88.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 72 | $1.34K | 0.00% | +20+38.5% | Added |
| Pacific Center for Financial Services | 75 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 76 | $1.42K | 0.00% | −2−2.6% | Reduced |
| Whittier Trust Co | 75 | $1.45K | 0.00% | +75 | New |
| Continuum Advisory, LLC | 79 | $1.48K | 0.00% | +79 | New |
| SOA Wealth Advisors, LLC. | 82 | $1.53K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 92 | $1.72K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $1.87K | 0.00% | −20−16.7% | Reduced |
| Hollencrest Capital Management | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 104 | $1.94K | 0.00% | +4+4.0% | Added |
| Bogart Wealth, LLC | 110 | $2.05K | 0.00% | +88+400.0% | Added |
| Bruce G. Allen Investments, LLC | 121 | $2.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 122 | $2.27K | 0.00% | −20−14.1% | Reduced |
| Creative Capital Management Investments LLC | 131 | $2.45K | 0.00% | +131 | New |
| MV Capital Management, Inc. | 135 | $2.52K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 145 | $2.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 148 | $2.77K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 148 | $2.79K | 0.00% | −1−0.7% | Reduced |
| Atlantic Trust, LLC | 151 | $2.82K | 0.00% | +76+101.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 155 | $2.90K | 0.00% | −18−10.4% | Reduced |
| Owl Creek Wealth Partners LLC | 156 | $2.92K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 166 | $3.10K | 0.00% | +166 | New |
| Bryn Mawr Trust Co | 168 | $3.14K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 172 | $3.21K | 0.00% | +1+0.6% | Added |
| Financial Management Professionals, Inc. | 178 | $3.32K | 0.00% | −2−1.1% | Reduced |
| Rossby Financial, LCC | 198 | $3.70K | 0.00% | −2−1.0% | Reduced |
| Bell Investment Advisors, Inc | 201 | $3.75K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 200 | $3.81K | 0.00% | −151−43.0% | Reduced |
| Millstone Evans Group, LLC | 206 | $3.85K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 233 | $4.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 247 | $4.61K | 0.00% | +247 | New |
| Private Trust Co NA | 248 | $4.63K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 265 | $4.95K | 0.00% | −2,153−89.0% | Reduced |
| Eastern Bank | 270 | $5.04K | 0.00% | +270 | New |
| Caitong International Asset Management Co., Ltd | 288 | $5.38K | 0.00% | −13,442−97.9% | Reduced |
| Action Point Financial Planning, LLC | 293 | $5.42K | 0.00% | +293 | New |
| Danske Bank A/S | 300 | $5.60K | 0.00% | −422,675−99.9% | Reduced |
| Bokf, NA | 300 | $5.60K | 0.00% | +300 | New |
| Rosenberg Matthew Hamilton | 303 | $5.66K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 311 | $5.85K | 0.00% | −26−7.7% | Reduced |
| Quaker Wealth Management, LLC | 327 | $6.11K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 330 | $6.16K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 343 | $6.41K | 0.00% | +343 | New |
| First Horizon Corp | 346 | $6.46K | 0.00% | +346 | New |
| Community Bank, N.A. | 350 | $6.54K | 0.00% | −350−50.0% | Reduced |
| IFG Advisory, LLC | 361 | $6.74K | 0.00% | +361 | New |
| Activest Wealth Management | 394 | $7.36K | 0.00% | −111−22.0% | Reduced |
| Fortitude Family Office, LLC | 410 | $7.66K | 0.00% | −134−24.6% | Reduced |
| CoreCap Advisors, LLC | 462 | $8.63K | 0.00% | −5−1.1% | Reduced |
| Medallion Wealth Advisors, LLC | 500 | $9.34K | 0.00% | +500 | New |
| Larson Financial Group LLC | 529 | $9.88K | 0.00% | −844−61.5% | Reduced |
| Farmers & Merchants Investments Inc | 568 | $10.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 607 | $11.3K | 0.00% | −100−14.1% | Reduced |
| Brown Brothers Harriman & Co | 660 | $12.3K | 0.00% | −275−29.4% | Reduced |
| Harbour Investments, Inc. | 684 | $12.8K | 0.00% | +411+150.5% | Added |
| Massmutual Trust Co FSB | 710 | $13.3K | 0.00% | −123−14.8% | Reduced |
| Hillsdale Investment Management Inc. | 870 | $16.3K | 0.00% | −82,630−99.0% | Reduced |
| Assetmark, Inc | 930 | $17.4K | 0.00% | −9−1.0% | Reduced |
| Regatta Research & Money Management | 935 | $17.5K | 0.02% | +935 | New |
