| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $69 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 3 | $169 | 0.00% | −11−78.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $169 | 0.00% | −8−72.7% | Reduced |
| Ameriflex Group, Inc. | 3 | $169 | 0.00% | −3−50.0% | Reduced |
| Rialto Wealth Management, LLC | 6 | $339 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $395 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $395 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $395 | 0.00% | +2+40.0% | Added |
| Maseco LLP | 8 | $455 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $508 | 0.00% | +9 | New |
| Spire Wealth Management | 10 | $564 | 0.00% | −11−52.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 10 | $564 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $564 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $565 | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 11 | $621 | 0.00% | +4+57.1% | Added |
| SJS Investment Consulting Inc. | 12 | $677 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 13 | $733 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 14 | $790 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $959 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $959 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $959 | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $1.10K | 0.00% | −5−20.8% | Reduced |
| SBI Securities Co., Ltd. | 20 | $1.13K | 0.00% | −894−97.8% | Reduced |
| WealthCollab, LLC | 24 | $1.35K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 33 | $1.86K | 0.00% | +33 | New |
| Basecamp Wealth Advisors LLC | 33 | $1.86K | 0.00% | +33 | New |
| SHP Wealth Management | 36 | $2.01K | 0.00% | +36 | New |
| Fortitude Family Office, LLC | 42 | $2.37K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 42 | $2.37K | 0.00% | +42 | New |
| Wealth Enhancement Trust Services, Inc. | 43 | $2.43K | 0.00% | +43 | New |
| Flagship Harbor Advisors, LLC | 50 | $2.82K | 0.00% | +50 | New |
| Quent Capital, LLC | 52 | $2.93K | 0.00% | −8−13.3% | Reduced |
| True Wealth Design, LLC | 59 | $3.32K | 0.00% | +29+96.7% | Added |
| Global Wealth Strategies & Associates | 59 | $3.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61 | $3.44K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 65 | $3.67K | 0.00% | −16−19.8% | Reduced |
| SRS Capital Advisors, Inc. | 71 | $4.01K | 0.00% | −920−92.8% | Reduced |
| Prestige Wealth Management Group LLC | 75 | $4.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 79 | $4.46K | 0.00% | +1+1.3% | Added |
| Sunbelt Securities, Inc. | 80 | $4.51K | 0.00% | −920−92.0% | Reduced |
| JFS Wealth Advisors, LLC | 80 | $4.51K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 88 | $4.96K | 0.00% | +39+79.6% | Added |
| Bell Investment Advisors, Inc | 88 | $4.96K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 93 | $5.25K | 0.00% | +93 | New |
| Sankala Group LLC | 87 | $5.53K | 0.00% | +87 | New |
| Wealth Watch Advisors, INC | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $5.64K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 106 | $5.98K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 109 | $6.15K | 0.00% | +109 | New |
| Larson Financial Group LLC | 116 | $6.54K | 0.00% | −32−21.6% | Reduced |
| Essential Partners LLC | 124 | $7.00K | 0.00% | +124 | New |
| Legacy Wealth Managment, LLC | 125 | $7.05K | 0.00% | +51+68.9% | Added |
| Elyxium Wealth, LLC | 127 | $7.16K | 0.00% | +127 | New |
| Hilton Head Capital Partners, LLC | 135 | $7.62K | 0.00% | +135 | New |
| Cygnus Capital Advisors, LLC | 136 | $8.00K | 0.01% | +136 | New |
| Kemnay Advisory Services Inc. | 143 | $8.07K | 0.00% | +143 | New |
| Root Financial Partners, LLC | 147 | $8.29K | 0.00% | −2−1.3% | Reduced |
| SageView Advisory Group, LLC | 155 | $8.74K | 0.00% | +155 | New |
| Harbour Investments, Inc. | 162 | $9.14K | 0.00% | −3−1.8% | Reduced |
| Cetera Trust Company, N.A | 162 | $9.14K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 162 | $9.14K | 0.00% | +162 | New |
| IFP Advisors, Inc | 168 | $9.48K | 0.00% | +26+18.3% | Added |
| Danske Bank A/S | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 200 | $11.3K | 0.01% | +200 | New |
| Atlantic Trust, LLC | 212 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 210 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 218 | $12.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 222 | $12.5K | 0.00% | +34+18.1% | Added |
| Clearstead Advisors, LLC | 222 | $12.5K | 0.00% | +149+204.1% | Added |
| Brown Brothers Harriman & Co | 230 | $13.0K | 0.00% | +230 | New |
| Optiver Holding B.V. | 246 | $13.9K | 0.00% | −173−41.3% | Reduced |
| Global Retirement Partners, LLC | 246 | $13.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $14.1K | 0.00% | −15−5.7% | Reduced |
| GHP Investment Advisors, Inc. | 275 | $15.5K | 0.00% | +275 | New |
| Los Angeles Capital Management LLC | 251 | $15.7K | 0.00% | +251 | New |
| Bessemer Group Inc | 275 | $16.0K | 0.00% | −600−68.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 288 | $16.2K | 0.00% | −40−12.2% | Reduced |
| Massmutual Trust Co FSB | 297 | $16.8K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 298 | $16.8K | 0.00% | +298 | New |
| Center for Financial Planning, Inc. | 300 | $16.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 348 | $19.8K | 0.00% | +133+61.9% | Added |
| V-Square Quantitative Management LLC | 358 | $20.2K | 0.00% | +358 | New |
| AdvisorNet Financial, Inc | 359 | $20.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 378 | $21.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 400 | $22.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $28.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $28.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 502 | $28.3K | 0.00% | +322+178.9% | Added |
| Manchester Capital Management LLC | 511 | $28.8K | 0.00% | −1,295−71.7% | Reduced |
| Parkside Financial Bank & Trust | 592 | $33.4K | 0.00% | +250+73.1% | Added |
| MAI Capital Management | 634 | $35.8K | 0.00% | +125+24.6% | Added |
| Sachetta, LLC | 660 | $37.2K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 669 | $38.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 789 | $44.5K | 0.00% | +64+8.8% | Added |
| Aventura Private Wealth, LLC | 818 | $46.1K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 820 | $46.3K | 0.00% | +653+391.0% | Added |