| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $115 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $116 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $212 | 0.00% | +2 | New |
| Benson Wealth Management INC | 2 | $231 | 0.00% | −8−80.0% | Reduced |
| Concord Wealth Partners | 2 | $231 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 4 | $462 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $462 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 5 | $577 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 5 | $577 | 0.00% | +5 | New |
| Owl Creek Wealth Partners LLC | 5 | $578 | 0.00% | +5 | New |
| Fort Vancouver Investment Management, LLC | 6 | $693 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 7 | $808 | 0.00% | −7−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $924 | 0.00% | +4+100.0% | Added |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $1.04K | 0.00% | +9 | New |
| Ares Financial Consulting, LLC | 9 | $1.04K | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 9 | $1.04K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $1.27K | 0.00% | +5+83.3% | Added |
| Parallel Advisors, LLC | 15 | $1.73K | 0.00% | +5+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $1.85K | 0.00% | +6+60.0% | Added |
| Creative Capital Management Investments LLC | 17 | $1.96K | 0.00% | +17 | New |
| Bessemer Group Inc | 19 | $2.00K | 0.00% | +19 | New |
| LRI Investments, LLC | 18 | $2.08K | 0.00% | +5+38.5% | Added |
| Vision Financial Markets LLC | 20 | $2.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $2.31K | 0.00% | +14+233.3% | Added |
| Spire Wealth Management | 20 | $2.31K | 0.00% | +20 | New |
| Assetmark, Inc | 31 | $3.58K | 0.00% | +24+342.9% | Added |
| Quarry LP | 32 | $3.69K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 35 | $4.04K | 0.00% | +1+2.9% | Added |
| GoalVest Advisory LLC | 40 | $4.62K | 0.00% | −15,700−99.7% | Reduced |
| Harbour Investments, Inc. | 50 | $5.77K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 53 | $6.12K | 0.00% | −15−22.1% | Reduced |
| WealthCollab, LLC | 57 | $6.58K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 64 | $6.77K | 0.00% | +64 | New |
| MTM Investment Management, LLC | 59 | $6.81K | 0.00% | +59 | New |
| Essential Partners LLC | 73 | $8.43K | 0.00% | −124−62.9% | Reduced |
| CVA Family Office, LLC | 73 | $8.43K | 0.00% | +19+35.2% | Added |
| Clearstead Advisors, LLC | 81 | $9.35K | 0.00% | +81 | New |
| Blue Bell Private Wealth Management, LLC | 83 | $9.58K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 87 | $10.0K | 0.00% | −5−5.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 88 | $10.2K | 0.00% | +22+33.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 96 | $11.1K | 0.00% | −74−43.5% | Reduced |
| Tradewinds Capital Management, LLC | 96 | $11.1K | 0.00% | −29−23.2% | Reduced |
| Basecamp Wealth Advisors LLC | 99 | $11.4K | 0.00% | +2+2.1% | Added |
| Dogwood Wealth Management LLC | 99 | $11.4K | 0.00% | +27+37.5% | Added |
| Raleigh Capital Management Inc. | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 101 | $11.7K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 120 | $13.9K | 0.01% | −120−50.0% | Reduced |
| Action Point Financial Planning, LLC | 133 | $15.1K | 0.00% | +133 | New |
| Versant Capital Management, Inc | 163 | $18.8K | 0.00% | −37−18.5% | Reduced |
| Rothschild Investment LLC | 196 | $22.6K | 0.00% | +16+8.9% | Added |
| Danske Bank A/S | 200 | $23.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $23.1K | 0.00% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 200 | $23.1K | 0.00% | +200 | New |
| Silvant Capital Management LLC | 212 | $24.5K | 0.00% | +212 | New |
| Macquarie Group Ltd | 227 | $26.2K | 0.00% | +227 | New |
| Pinnacle Wealth Planning Services, Inc. | 267 | $30.8K | 0.00% | +93+53.4% | Added |
| Arlington Trust Co LLC | 275 | $31.7K | 0.00% | +175+175.0% | Added |
| WPG Advisers, LLC | 284 | $32.8K | 0.02% | +284 | New |
| Signaturefd, LLC | 303 | $35.0K | 0.00% | −41−11.9% | Reduced |
| Westfuller Advisors, LLC | 314 | $36.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 380 | $43.9K | 0.00% | +274+258.5% | Added |
| V-Square Quantitative Management LLC | 406 | $46.9K | 0.00% | +406 | New |
| Quaker Wealth Management, LLC | 430 | $49.6K | 0.01% | +416+2,971.4% | Added |
| EverSource Wealth Advisors, LLC | 487 | $56.2K | 0.00% | +211+76.4% | Added |
| Hartree Partners, LP | 500 | $57.7K | 0.01% | +500 | New |
| Smartleaf Asset Management LLC | 506 | $59.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 540 | $62.3K | 0.00% | +160+42.1% | Added |
| Huntington National Bank | 552 | $63.6K | 0.00% | +49+9.7% | Added |
| Farther Finance Advisors, LLC | 581 | $67.1K | 0.00% | −840−59.1% | Reduced |
| Kemnay Advisory Services Inc. | 595 | $68.7K | 0.01% | −50−7.8% | Reduced |
| Larson Financial Group LLC | 670 | $77.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 683 | $78.8K | 0.00% | +683 | New |
| Umb Bank N A | 700 | $80.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 751 | $86.7K | 0.00% | +326+76.7% | Added |
| McGuire Capital Advisors Inc | 897 | $103.6K | 0.06% | −4,226−82.5% | Reduced |
| Activest Wealth Management | 899 | $103.8K | 0.02% | −181−16.8% | Reduced |
| Jones Financial Companies LLLP | 895 | $110.1K | 0.00% | +894+89,400.0% | Added |
| Albion Financial Group | 1,000 | $115.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,000 | $115.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,005 | $116.0K | 0.00% | −171−14.5% | Reduced |
| Meeder Asset Management Inc | 1,034 | $119.4K | 0.01% | −54,875−98.2% | Reduced |
| GAMMA Investing LLC | 1,057 | $122.0K | 0.00% | +274+35.0% | Added |
| Tobam | 1,067 | $123.0K | 0.03% | −2,302−68.3% | Reduced |
| Truvestments Capital LLC | 1,139 | $131.5K | 0.02% | +13+1.2% | Added |
| Quantbot Technologies LP | 1,168 | $134.8K | 0.01% | −152−11.5% | Reduced |
| TD Waterhouse Canada Inc. | 1,274 | $135.0K | 0.00% | +374+41.6% | Added |
| Sterling Capital Management LLC | 1,195 | $138.0K | 0.00% | −2,076−63.5% | Reduced |
| Acadian Asset Management LLC | 1,200 | $138.0K | 0.00% | +1,200 | New |
| SBI Securities Co., Ltd. | 1,232 | $142.2K | 0.00% | −573−31.7% | Reduced |
| Imprint Wealth LLC | 1,311 | $151.3K | 0.61% | −1,701−56.5% | Reduced |