| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 20 | $0 | 0.00% | +20 | New |
| Steward Partners Investment Advisory, LLC | 1 | $28 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $30 | 0.00% | +1 | New |
| IFP Advisors, Inc | 4 | $121 | 0.00% | −86−95.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6 | $181 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $181 | 0.00% | +6 | New |
| Davis Capital Management | 6 | $181 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $207 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $302 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $362 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 12 | $362 | 0.00% | +12 | New |
| Silicon Valley Capital Partners | 14 | $408 | 0.00% | +1+7.7% | Added |
| Silver Grove Financial Group, Inc. | 15 | $452 | 0.00% | +15 | New |
| Ankerstar Wealth, LLC | 17 | $513 | 0.00% | −11−39.3% | Reduced |
| Cromwell Holdings LLC | 18 | $543 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 18 | $543 | 0.00% | +18 | New |
| MV Capital Management, Inc. | 21 | $634 | 0.00% | +12+133.3% | Added |
| International Assets Investment Management, LLC | 21 | $649 | 0.00% | −22−51.2% | Reduced |
| Spire Wealth Management | 24 | $724 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 26 | $754 | 0.00% | +26 | New |
| Plante Moran Financial Advisors, LLC | 27 | $814 | 0.00% | +27 | New |
| Fulcrum Asset Management LLP | 28 | $845 | 0.00% | +28 | New |
| Clearstead Advisors, LLC | 32 | $966 | 0.00% | +32 | New |
| Harbour Investments, Inc. | 39 | $1.18K | 0.00% | −8−17.0% | Reduced |
| Rossby Financial, LCC | 43 | $1.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 43 | $1.30K | 0.00% | +43 | New |
| Farmers & Merchants Investments Inc | 61 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $2.11K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 74 | $2.23K | 0.00% | +74 | New |
| Cornerstone Planning Group LLC | 69 | $2.24K | 0.00% | +18+35.3% | Added |
| Bruce G. Allen Investments, LLC | 77 | $2.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 79 | $2.38K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 87 | $2.62K | 0.00% | +87 | New |
| Activest Wealth Management | 88 | $2.65K | 0.00% | +88 | New |
| WPG Advisers, LLC | 96 | $2.90K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 97 | $2.93K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 99 | $2.99K | 0.00% | +99 | New |
| IMA Wealth, Inc. | 107 | $3.23K | 0.00% | +36+50.7% | Added |
| Atlantic Union Bankshares Corp | 112 | $3.38K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 113 | $3.41K | 0.00% | +95+527.8% | Added |
| SJS Investment Consulting Inc. | 115 | $3.47K | 0.00% | +115 | New |
| UMA Financial Services, Inc. | 120 | $3.62K | 0.00% | +20+20.0% | Added |
| CVA Family Office, LLC | 125 | $3.77K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 130 | $3.92K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 136 | $4.10K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 141 | $4.25K | 0.00% | +20+16.5% | Added |
| Marshall Investment Management, LLC | 143 | $4.31K | 0.00% | +143 | New |
| High Note Wealth, LLC | 155 | $4.67K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 161 | $4.86K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 163 | $4.92K | 0.00% | +54+49.5% | Added |
| JPL Wealth Management, LLC | 163 | $4.92K | 0.00% | +103+171.7% | Added |
| Massmutual Trust Co FSB | 167 | $5.04K | 0.00% | −44−20.9% | Reduced |
| LRI Investments, LLC | 170 | $5.13K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 166 | $5.71K | 0.00% | +166 | New |
| Prosperity Bancshares Inc | 193 | $5.82K | 0.00% | −626−76.4% | Reduced |
| Trust Co of Toledo NA | 256 | $7.72K | 0.00% | +256 | New |
| Steigerwald, Gordon & Koch Inc. | 300 | $9.05K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 306 | $9.23K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 359 | $10.8K | 0.00% | +359 | New |
| Osbon Capital Management LLC | 394 | $11.9K | 0.01% | +394 | New |
| WealthCollab, LLC | 405 | $12.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 406 | $12.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 454 | $13.7K | 0.00% | −1,808−79.9% | Reduced |
| Essential Partners LLC | 472 | $14.2K | 0.01% | +307+186.1% | Added |
| Creative Financial Designs Inc | 510 | $15.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 510 | $15.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 513 | $15.5K | 0.00% | +20+4.1% | Added |
| Bare Financial Services, Inc | 634 | $19.1K | 0.00% | +292+85.4% | Added |
| Optiver Holding B.V. | 649 | $19.6K | 0.00% | +168+34.9% | Added |
| Rothschild Investment LLC | 656 | $19.8K | 0.00% | +490+295.2% | Added |
| V-Square Quantitative Management LLC | 735 | $22.2K | 0.00% | +735 | New |
| Sachetta, LLC | 773 | $23.3K | 0.01% | +259+50.4% | Added |
| Kemnay Advisory Services Inc. | 805 | $24.3K | 0.00% | +805 | New |
| Salomon & Ludwin, LLC | 969 | $30.0K | 0.00% | −748−43.6% | Reduced |
| Smartleaf Asset Management LLC | 1,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,017 | $30.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,042 | $31.4K | 0.01% | +441+73.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,056 | $31.8K | 0.00% | +168+18.9% | Added |
| ZRC Wealth Management, LLC | 1,065 | $32.1K | 0.01% | +940+752.0% | Added |
| Brookfield Asset Management Inc. | 1,103 | $33.3K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,224 | $36.9K | 0.01% | +20+1.7% | Added |
| Allworth Financial LP | 1,261 | $38.0K | 0.00% | +66+5.5% | Added |
| Beacon Financial Strategies CORP | 1,300 | $39.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,414 | $43.0K | 0.02% | +547+63.1% | Added |
| GF Fund Management Co. Ltd. | 1,488 | $44.9K | 0.00% | −146−8.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,786 | $53.9K | 0.00% | −328−15.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,860 | $56.1K | 0.00% | −177−8.7% | Reduced |
| Spirit of America Management Corp | 2,000 | $60.3K | 0.01% | 00.0% | Unchanged |
| Nykredit A/S | 2,196 | $66.2K | 0.00% | +2,196 | New |
| Farther Finance Advisors, LLC | 2,342 | $70.6K | 0.00% | +373+18.9% | Added |
| State of Wyoming | 2,752 | $83.0K | 0.01% | +77+2.9% | Added |
| Duff & Phelps Investment Management Co | 3,097 | $93.4K | 0.00% | +3,097 | New |
| Quarry LP | 3,209 | $96.8K | 0.02% | −586−15.4% | Reduced |
| Brown Brothers Harriman & Co | 3,652 | $110.1K | 0.00% | −283−7.2% | Reduced |
| KBC Group NV | 3,718 | $112.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,846 | $116.0K | 0.00% | +2,559+198.8% | Added |
| Quent Capital, LLC | 4,064 | $122.6K | 0.01% | −7−0.2% | Reduced |
| Larson Financial Group LLC | 4,304 | $129.8K | 0.00% | +2,998+229.6% | Added |
| Salem Investment Counselors Inc | 4,576 | $138.0K | 0.00% | −600−11.6% | Reduced |