| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Hallmark Capital Management Inc | 1 | $31 | 0.00% | +1 | New |
| Clear Street Markets LLC | 1 | $58 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $116 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $174 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $175 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 5 | $304 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $324 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $349 | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 7 | $407 | 0.00% | +7 | New |
| Headlands Technologies LLC | 8 | $465 | 0.00% | −988−99.2% | Reduced |
| Bare Financial Services, Inc | 8 | $465 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $465 | 0.00% | +8 | New |
| Geneos Wealth Management Inc. | 9 | $523 | 0.00% | +9 | New |
| Murphy & Mullick Capital Management Corp | 10 | $581 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $814 | 0.00% | −4−22.2% | Reduced |
| Global Financial Private Client, LLC | 14 | $814 | 0.00% | +14 | New |
| Stephens Consulting, LLC | 15 | $872 | 0.00% | +15 | New |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 18 | $1.05K | 0.00% | +6+50.0% | Added |
| SJS Investment Consulting Inc. | 21 | $1.22K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 23 | $1.34K | 0.00% | +9+64.3% | Added |
| WealthCollab, LLC | 24 | $1.40K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $1.46K | 0.00% | +25 | New |
| High Note Wealth, LLC | 26 | $1.51K | 0.00% | −27−50.9% | Reduced |
| Continuum Advisory, LLC | 27 | $1.57K | 0.00% | +27 | New |
| SRS Capital Advisors, Inc. | 33 | $1.92K | 0.00% | +12+57.1% | Added |
| Farmers & Merchants Investments Inc | 52 | $3.02K | 0.00% | +24+85.7% | Added |
| First Horizon Advisors, Inc. | 52 | $3.06K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 54 | $3.13K | 0.00% | +54 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 57 | $3.31K | 0.00% | −198−77.6% | Reduced |
| Global Wealth Strategies & Associates | 59 | $3.43K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 60 | $3.49K | 0.00% | +4+7.1% | Added |
| JFS Wealth Advisors, LLC | 60 | $3.49K | 0.00% | −7−10.4% | Reduced |
| NewSquare Capital LLC | 64 | $3.72K | 0.00% | +64 | New |
| Stonebridge Financial Group, LLC | 72 | $4.18K | 0.00% | +72 | New |
| Huntington National Bank | 73 | $4.24K | 0.00% | −24−24.7% | Reduced |
| Prestige Wealth Management Group LLC | 75 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $4.53K | 0.00% | −8−9.3% | Reduced |
| Fortitude Family Office, LLC | 81 | $4.71K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 94 | $5.46K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $5.81K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 105 | $6.09K | 0.00% | +1+1.0% | Added |
| Atlantic Trust, LLC | 114 | $6.63K | 0.00% | +114 | New |
| Private Wealth Management Group, LLC | 137 | $7.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 142 | $8.23K | 0.00% | −4−2.7% | Reduced |
| Rothschild Investment LLC | 145 | $8.43K | 0.00% | +95+190.0% | Added |
| Hantz Financial Services, Inc. | 162 | $9.00K | 0.00% | +162 | New |
| IFP Advisors, Inc | 147 | $9.34K | 0.00% | −1,088−88.1% | Reduced |
| Cetera Trust Company, N.A | 162 | $9.41K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 165 | $9.59K | 0.00% | +165 | New |
| Smithfield Trust Co | 210 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 211 | $12.3K | 0.00% | −22−9.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 218 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 297 | $17.2K | 0.01% | −45−13.2% | Reduced |
| Quarry LP | 307 | $17.8K | 0.00% | −714−69.9% | Reduced |
| AdvisorNet Financial, Inc | 352 | $20.5K | 0.00% | −102−22.5% | Reduced |
| Optiver Holding B.V. | 354 | $20.6K | 0.00% | +354 | New |
| Hollencrest Capital Management | 373 | $21.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 378 | $22.0K | 0.00% | +200+112.4% | Added |
| Smartleaf Asset Management LLC | 400 | $23.1K | 0.00% | +23+6.1% | Added |
| Sandy Spring Bank | 400 | $23.2K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $29.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $29.1K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $29.1K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 608 | $35.0K | 0.00% | +258+73.7% | Added |
| Principal Securities, Inc. | 590 | $38.8K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 681 | $39.6K | 0.02% | +660+3,142.9% | Added |
| Banque Cantonale Vaudoise | 685 | $40.0K | 0.00% | +685 | New |
| Nomura Asset Management Co Ltd | 690 | $40.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 718 | $41.7K | 0.00% | +27+3.9% | Added |
| Jones Financial Companies LLLP | 772 | $44.6K | 0.00% | +232+43.0% | Added |
| Byrne Asset Management LLC | – | $45.0K | 0.03% | – | – |
| Lindbrook Capital, LLC | 831 | $48.3K | 0.00% | +668+409.8% | Added |
| Versant Capital Management, Inc | 879 | $51.1K | 0.01% | +120+15.8% | Added |
| Bessemer Group Inc | 895 | $52.0K | 0.00% | +22+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 924 | $53.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 955 | $55.5K | 0.01% | +221+30.1% | Added |
| Tortoise Investment Management, LLC | 959 | $55.7K | 0.01% | −159−14.2% | Reduced |
| Sterling Capital Management LLC | 962 | $55.9K | 0.00% | −838−46.6% | Reduced |
| Umb Bank N A | 977 | $56.8K | 0.00% | +905+1,256.9% | Added |
| Aventura Private Wealth, LLC | 979 | $56.9K | 0.03% | +526+116.1% | Added |
| Amundi | 990 | $57.3K | 0.00% | +110+12.5% | Added |
| Harbour Investments, Inc. | 987 | $57.4K | 0.00% | −103−9.4% | Reduced |
| Reyes Financial Architecture, Inc. | 990 | $57.5K | 0.04% | +260+35.6% | Added |
| Caitong International Asset Management Co., Ltd | 997 | $57.9K | 0.04% | +36+3.7% | Added |
| Whittier Trust Co | 1,000 | $58.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,029 | $59.8K | 0.00% | +86+9.1% | Added |
| Quest Partners LLC | 1,033 | $60.0K | 0.01% | +1,033 | New |
| Covestor Ltd | 1,042 | $61.0K | 0.04% | +692+197.7% | Added |
| Farther Finance Advisors, LLC | 1,245 | $72.7K | 0.00% | −120−8.8% | Reduced |
| Allworth Financial LP | 1,353 | $73.4K | 0.00% | +87+6.9% | Added |
| Hemington Wealth Management | 1,383 | $80.0K | 0.01% | +7+0.5% | Added |
| CIBC Private Wealth Group, LLC | 1,551 | $80.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,496 | $86.9K | 0.00% | +31+2.1% | Added |
| Quadrant Capital Group LLC | 1,559 | $90.6K | 0.00% | +133+9.3% | Added |
| GAMMA Investing LLC | 1,658 | $96.4K | 0.01% | +649+64.3% | Added |
| CWM, LLC | 2,007 | $117.0K | 0.00% | +212+11.8% | Added |