| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 75 | $28 | 0.00% | −42−35.9% | Reduced |
| Rakuten Securities, Inc. | 1 | $124 | 0.00% | −100−99.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1 | $124 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $125 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $249 | 0.00% | −1−33.3% | Reduced |
| IMA Wealth, Inc. | 2 | $249 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $249 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 3 | $373 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 3 | $373 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $497 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 4 | $497 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 4 | $497 | 0.00% | +4 | New |
| Clark Wealth Partners | 4 | $497 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $498 | 0.00% | −8−66.7% | Reduced |
| Atticus Wealth Management, LLC | 4 | $498 | 0.00% | +4 | New |
| Colonial Trust Co | 5 | $621 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $622 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $622 | 0.00% | +5 | New |
| ORG Partners LLC | 5 | $622 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $706 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $746 | 0.00% | +3+100.0% | Added |
| NewSquare Capital LLC | 7 | $870 | 0.00% | +2+40.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $870 | 0.00% | +4+133.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $870 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $873 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $943 | 0.00% | −1−12.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 8 | $994 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $994 | 0.00% | +3+60.0% | Added |
| HFM Investment Advisors, LLC | 8 | $994 | 0.00% | +5+166.7% | Added |
| Cornerstone Planning Group LLC | 8 | $1.12K | 0.00% | +8 | New |
| Anchor Investment Management, LLC | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.24K | 0.00% | −6−37.5% | Reduced |
| Creative Financial Designs Inc | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.37K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 11 | $1.37K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.49K | 0.00% | −7−36.8% | Reduced |
| TFC Financial Management | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $1.50K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.74K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $1.99K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $1.99K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17 | $2.11K | 0.00% | −65−79.3% | Reduced |
| Binnacle Investments Inc | 17 | $2.11K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $2.24K | 0.00% | −24−57.1% | Reduced |
| Howard Hughes Medical Institute | 18 | $2.24K | 0.00% | +18 | New |
| Atlantic Trust, LLC | 20 | $2.49K | 0.00% | −19−48.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $2.62K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 23 | $2.86K | 0.00% | +23 | New |
| Sound Income Strategies, LLC | 24 | $2.98K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 24 | $2.98K | 0.00% | +24 | New |
| Capital Advisors, Ltd. LLC | 24 | $3.00K | 0.00% | −9−27.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $3.11K | 0.00% | +3+13.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 23 | $3.21K | 0.00% | +23 | New |
| Key Financial Inc | 27 | $3.36K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 28 | $3.41K | 0.04% | +28 | New |
| GFG Capital, LLC | 28 | $3.48K | 0.00% | +28 | New |
| WPG Advisers, LLC | 31 | $3.85K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $4.12K | 0.00% | −22−40.0% | Reduced |
| TD Capital Management LLC | 33 | $4.12K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 36 | $4.47K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 39 | $4.85K | 0.00% | +39 | New |
| South State Corp. | 40 | $4.97K | 0.00% | −286−87.7% | Reduced |
| DT Investment Partners, LLC | 44 | $5.47K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 47 | $5.69K | 0.00% | +47 | New |
| MV Capital Management, Inc. | 55 | $6.84K | 0.00% | −7−11.3% | Reduced |
| Clear Street Markets LLC | 56 | $6.96K | 0.00% | +56 | New |
| CVA Family Office, LLC | 61 | $7.58K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 61 | $7.58K | 0.00% | +61 | New |
| Farmers & Merchants Investments Inc | 63 | $7.83K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 63 | $7.89K | 0.00% | +63 | New |
| St Germain D J Co Inc | 65 | $8.08K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $8.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 76 | $9.45K | 0.00% | −1−1.3% | Reduced |
| Delta Asset Management LLC | 78 | $9.70K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 81 | $10.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 82 | $10.2K | 0.00% | +14+20.6% | Added |
| MAI Capital Management | 82 | $10.2K | 0.00% | +23+39.0% | Added |
| Private Wealth Management Group, LLC | 83 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 88 | $10.9K | 0.00% | +88 | New |
| Barnes Dennig Private Wealth Management LLC | 88 | $10.9K | 0.01% | +88 | New |
| JFS Wealth Advisors, LLC | 92 | $11.4K | 0.00% | +16+21.1% | Added |
| Private Trust Co NA | 114 | $14.2K | 0.00% | −356−75.7% | Reduced |
| Harvest Fund Management Co., Ltd | 120 | $15.0K | 0.00% | −1,603−93.0% | Reduced |
| S&T Bank | 132 | $16.4K | 0.00% | −60−31.3% | Reduced |
| Bell Investment Advisors, Inc | 132 | $16.4K | 0.00% | −3−2.2% | Reduced |
| Aventura Private Wealth, LLC | 135 | $16.8K | 0.01% | +135 | New |
| Peregrine Capital Management LLC | 150 | $18.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 159 | $19.8K | 0.00% | +159 | New |
| First Horizon Advisors, Inc. | 165 | $20.5K | 0.00% | +82+98.8% | Added |
| Copeland Capital Management, LLC | 168 | $20.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 176 | $21.9K | 0.01% | −29−14.1% | Reduced |
| WealthCollab, LLC | 182 | $22.6K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 192 | $23.9K | 0.00% | +192 | New |
| GW&K Investment Management, LLC | 197 | $24.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 191 | $24.0K | 0.01% | −6−3.0% | Reduced |
| Johnson Financial Group, Inc. | 197 | $24.5K | 0.00% | −283−59.0% | Reduced |
| Vision Financial Markets LLC | 200 | $24.9K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $24.9K | 0.01% | 00.0% | Unchanged |