| Avion Wealth | 26 | $0 | 0.00% | −14−35.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $112 | 0.00% | −5−62.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $112 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $112 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $149 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $149 | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $186 | 0.00% | −2−28.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 5 | $186 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5 | $186 | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 7 | $261 | 0.00% | +7 | New |
| Pacer Advisors, Inc. | 8 | $298 | 0.00% | +1+14.3% | Added |
| Massmutual Trust Co FSB | 9 | $335 | 0.00% | +9 | New |
| True Wealth Design, LLC | 10 | $373 | 0.00% | −111−91.7% | Reduced |
| Parkside Financial Bank & Trust | 10 | $373 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 11 | $410 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $470 | 0.00% | −2−13.3% | Reduced |
| Breakwater Investment Management | 14 | $522 | 0.00% | +14 | New |
| North Star Investment Management Corp. | 15 | $559 | 0.00% | +15 | New |
| Quadrant Capital Group LLC | 17 | $634 | 0.00% | +17 | New |
| Guerra Advisors Inc | 23 | $857 | 0.00% | +23 | New |
| Pineridge Advisors LLC | 25 | $931 | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 26 | $969 | 0.00% | −3−10.3% | Reduced |
| Cloud Capital Management, LLC | 34 | $1.00K | 0.00% | +34 | New |
| Wealthspire Advisors, LLC | 29 | $1.08K | 0.00% | +29 | New |
| NBC Securities, Inc. | 31 | $1.15K | 0.00% | +31 | New |
| Private Trust Co NA | 34 | $1.27K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 34 | $1.30K | 0.00% | −7−17.1% | Reduced |
| JPL Wealth Management, LLC | 35 | $1.30K | 0.00% | +35 | New |
| Tradewinds Capital Management, LLC | 40 | $1.49K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 40 | $1.49K | 0.00% | +20+100.0% | Added |
| Atlantic Trust, LLC | 46 | $1.71K | 0.00% | +46 | New |
| Cromwell Holdings LLC | 46 | $1.71K | 0.00% | +46 | New |
| Aspect Partners, LLC | 48 | $1.79K | 0.00% | +48 | New |
| Imprint Wealth LLC | 50 | $1.86K | 0.01% | +50 | New |
| Fortitude Family Office, LLC | 51 | $1.90K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 30 | $2.00K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 56 | $2.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 57 | $2.12K | 0.00% | +49+612.5% | Added |
| Anfield Capital Management, LLC | 59 | $2.20K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 59 | $2.20K | 0.00% | +44+293.3% | Added |
| Marquette Asset Management, LLC | 59 | $2.20K | 0.00% | +59 | New |
| MJT & Associates Financial Advisory Group, Inc. | 63 | $2.35K | 0.00% | +63 | New |
| Root Financial Partners, LLC | 66 | $2.46K | 0.00% | +66 | New |
| Harbour Investments, Inc. | 71 | $2.65K | 0.00% | +2+2.9% | Added |
| CVA Family Office, LLC | 82 | $3.06K | 0.00% | −142−63.4% | Reduced |
| SRS Capital Advisors, Inc. | 84 | $3.13K | 0.00% | +84 | New |
| Bell Investment Advisors, Inc | 89 | $3.32K | 0.00% | −27−23.3% | Reduced |
| Valued Wealth Advisors LLC | 90 | $3.35K | 0.00% | +90 | New |
| South State Corp. | 93 | $3.46K | 0.00% | +81+675.0% | Added |
| Ancora Advisors, LLC | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 125 | $4.00K | 0.00% | −37−22.8% | Reduced |
| Private Wealth Management Group, LLC | 108 | $4.02K | 0.00% | −25−18.8% | Reduced |
| EverSource Wealth Advisors, LLC | 109 | $4.06K | 0.00% | −15−12.1% | Reduced |
| Darwin Advisors, LLC | 125 | $4.66K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 128 | $4.77K | 0.00% | +93+265.7% | Added |
| Groupe la Francaise | 235 | $7.45K | 0.00% | +235 | New |
| Strive Asset Management, LLC | 200 | $7.45K | 0.00% | +200 | New |
| MAI Capital Management | 210 | $7.82K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 214 | $7.97K | 0.01% | +177+478.4% | Added |
| SJS Investment Consulting Inc. | 265 | $9.87K | 0.00% | −248−48.3% | Reduced |
| Walleye Capital LLC | 292 | $10.9K | 0.00% | −16,967−98.3% | Reduced |
| Global Wealth Strategies & Associates | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 324 | $12.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 386 | $14.4K | 0.00% | +386 | New |
| Tower Research Capital LLC (TRC) | 432 | $16.1K | 0.00% | +148+52.1% | Added |
| Rothschild Investment LLC | 437 | $16.3K | 0.00% | +407+1,356.7% | Added |
| Reyes Financial Architecture, Inc. | 441 | $16.4K | 0.01% | +441 | New |
| Fourth Dimension Wealth, LLC | 490 | $18.3K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 500 | $18.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 507 | $18.9K | 0.00% | +300+144.9% | Added |
| Ossiam | 512 | $19.1K | 0.00% | −1,017−66.5% | Reduced |
| CIBC Private Wealth Group, LLC | 552 | $20.6K | 0.00% | +52+10.4% | Added |
| Clearstead Advisors, LLC | 600 | $22.4K | 0.00% | −320−34.8% | Reduced |
| Keystone Financial Group, Inc. | 600 | $22.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 622 | $23.2K | 0.00% | +50+8.7% | Added |
| GAMMA Investing LLC | 622 | $23.2K | 0.00% | +132+26.9% | Added |
| Catalyst Capital Advisors LLC | 700 | $26.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 716 | $26.7K | 0.00% | −122−14.6% | Reduced |
| Central Pacific Bank - Trust Division | 721 | $26.9K | 0.00% | −12,443−94.5% | Reduced |
| Versant Capital Management, Inc | 865 | $32.2K | 0.00% | +851+6,078.6% | Added |
| Parallel Advisors, LLC | 916 | $34.1K | 0.00% | +38+4.3% | Added |
| Ramirez Asset Management, Inc. | 1,000 | $37.3K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,130 | $42.0K | 0.03% | −760−40.2% | Reduced |
| Optiver Holding B.V. | 1,169 | $43.5K | 0.00% | +1,058+953.2% | Added |
| IFP Advisors, Inc | 1,254 | $46.7K | 0.00% | +828+194.4% | Added |
| Allworth Financial LP | 1,346 | $50.1K | 0.00% | +178+15.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,400 | $52.1K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,590 | $58.0K | 0.00% | +5+0.3% | Added |
| Spire Wealth Management | 1,754 | $65.3K | 0.00% | −5,331−75.2% | Reduced |
| Quest Partners LLC | 1,959 | $73.0K | 0.00% | −36−1.8% | Reduced |
| Family Legacy Financial Solutions, LLC | 2,000 | $74.5K | 0.06% | +1,000+100.0% | Added |
| Leonteq Securities AG | 2,028 | $75.5K | 0.00% | +828+69.0% | Added |
| FNY Investment Advisers, LLC | 2,046 | $76.0K | 0.02% | −628−23.5% | Reduced |
| StepStone Group LP | 2,060 | $76.7K | 0.04% | −10,129−83.1% | Reduced |
| Jones Financial Companies LLLP | 2,216 | $84.3K | 0.00% | +939+73.5% | Added |
| National Bank of Canada | 2,289 | $86.9K | 0.00% | −839−26.8% | Reduced |
| FIL Ltd | 2,436 | $90.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,476 | $92.2K | 0.00% | +9+0.4% | Added |
