| Huntington National Bank | 1 | $91 | 0.00% | −5−83.3% | Reduced |
| Rakuten Securities, Inc. | 1 | $91 | 0.00% | +1 | New |
| TD Capital Management LLC | 2 | $182 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $183 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 3 | $274 | 0.00% | +3 | New |
| Tradewinds Capital Management, LLC | 4 | $365 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $365 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $456 | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 5 | $456 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $547 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 6 | $547 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 6 | $547 | 0.00% | +6 | New |
| MidFirst Bank | 8 | $729 | 0.00% | +8 | New |
| Elevated Capital Advisors, LLC | 9 | $820 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $820 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 9 | $820 | 0.00% | +3+50.0% | Added |
| Root Financial Partners, LLC | 10 | $911 | 0.00% | +3+42.9% | Added |
| Retiremitten Financial LLC | 10 | $911 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 13 | $1.19K | 0.00% | −7−35.0% | Reduced |
| Crewe Advisors LLC | 13 | $1.19K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $1.19K | 0.00% | +11+550.0% | Added |
| Caitong International Asset Management Co., Ltd | 14 | $1.28K | 0.00% | −2,350−99.4% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $1.37K | 0.00% | −5−25.0% | Reduced |
| CVA Family Office, LLC | 15 | $1.37K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17 | $1.55K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 18 | $1.64K | 0.00% | −41−69.5% | Reduced |
| IMA Wealth, Inc. | 19 | $1.73K | 0.00% | −6−24.0% | Reduced |
| Rossby Financial, LCC | 21 | $1.93K | 0.00% | −24−53.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 25 | $2.28K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 25 | $2.28K | 0.00% | +25 | New |
| Zions Bancorporation, National Association | 29 | $2.64K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 31 | $2.83K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 32 | $2.92K | 0.00% | +18+128.6% | Added |
| Bruce G. Allen Investments, LLC | 33 | $3.01K | 0.00% | +33 | New |
| Cornerstone Financial Management LLC | 35 | $3.19K | 0.00% | +26+288.9% | Added |
| Manning & Napier Advisors LLC | 37 | $3.33K | 0.00% | −27−42.2% | Reduced |
| Glen Eagle Advisors, LLC | 37 | $3.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 37 | $3.37K | 0.00% | +37 | New |
| SRS Capital Advisors, Inc. | 39 | $3.55K | 0.00% | −215−84.6% | Reduced |
| Park Square Financial Group, LLC | 40 | $3.64K | 0.03% | −71−64.0% | Reduced |
| Fortitude Family Office, LLC | 42 | $3.83K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 42 | $3.83K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 42 | $3.83K | 0.00% | +27+180.0% | Added |
| Bessemer Group Inc | 53 | $4.00K | 0.00% | −79−59.8% | Reduced |
| North Star Investment Management Corp. | 46 | $4.19K | 0.00% | +46 | New |
| Bogart Wealth, LLC | 48 | $4.37K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 50 | $4.64K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 54 | $4.92K | 0.00% | +54 | New |
| GW&K Investment Management, LLC | 50 | $5.00K | 0.00% | +4+8.7% | Added |
| Innovative Asset Advisors Group, LLC | 55 | $5.01K | 0.00% | +55 | New |
| JFS Wealth Advisors, LLC | 57 | $5.19K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 63 | $5.74K | 0.00% | +40+173.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 63 | $5.74K | 0.00% | +63 | New |
| Global Wealth Strategies & Associates | 67 | $6.11K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 70 | $6.38K | 0.00% | +15+27.3% | Added |
| GWM Advisors LLC | 70 | $6.41K | 0.00% | −2,528−97.3% | Reduced |
| Cornerstone Planning Group LLC | 61 | $6.43K | 0.00% | +3+5.2% | Added |
| Nisa Investment Advisors, LLC | 72 | $6.56K | 0.00% | +72 | New |
| Groesbeck Investment Management Corp | 77 | $7.00K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 78 | $7.11K | 0.00% | +12+18.2% | Added |
| GAMMA Investing LLC | 87 | $7.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 91 | $8.29K | 0.00% | +91 | New |
| Manchester Capital Management LLC | 96 | $8.75K | 0.00% | −15−13.5% | Reduced |
| NBT Bank N A | 100 | $9.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 100 | $9.11K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $9.11K | 0.00% | +100 | New |
| Steigerwald, Gordon & Koch Inc. | 103 | $9.38K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 113 | $10.4K | 0.00% | +29+34.5% | Added |
| Westfuller Advisors, LLC | 115 | $10.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 117 | $10.7K | 0.00% | +91+350.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 120 | $10.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $11.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 125 | $11.4K | 0.00% | +96+331.0% | Added |
| Golden State Wealth Management, LLC | 125 | $11.4K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 127 | $11.5K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 128 | $11.7K | 0.00% | +128 | New |
| Umb Bank N A | 138 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $13.7K | 0.00% | −4−2.6% | Reduced |
| True Wealth Design, LLC | 169 | $15.4K | 0.00% | +89+111.3% | Added |
| Sound Income Strategies, LLC | 176 | $16.1K | 0.00% | +134+319.0% | Added |
| Greykasell Wealth Strategies, Inc. | 189 | $17.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 199 | $18.0K | 0.00% | −145−42.2% | Reduced |
| WealthCollab, LLC | 212 | $19.3K | 0.01% | +55+35.0% | Added |
| Ares Financial Consulting, LLC | 230 | $21.1K | 0.02% | +219+1,990.9% | Added |
| Harbour Investments, Inc. | 247 | $22.5K | 0.00% | +113+84.3% | Added |
| Financial Perspectives, Inc | 281 | $25.6K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 287 | $26.0K | 0.00% | −39,002−99.3% | Reduced |
| Mather Group, LLC. | 307 | $28.0K | 0.00% | +307 | New |
| Bryn Mawr Trust Co | 314 | $28.6K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 320 | $29.2K | 0.08% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 326 | $30.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $31.7K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 350 | $31.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 373 | $34.0K | 0.00% | −1,148−75.5% | Reduced |
| Jones Financial Companies LLLP | 388 | $35.0K | 0.00% | +22+6.0% | Added |
| Richardson Financial Services Inc. | 396 | $36.1K | 0.02% | −267−40.3% | Reduced |
| Massmutual Trust Co FSB | 501 | $45.7K | 0.00% | +16+3.3% | Added |
| First Pacific Financial | 744 | $67.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 757 | $69.0K | 0.00% | −25−3.2% | Reduced |
| Cromwell Holdings LLC | 771 | $70.3K | 0.04% | 00.0% | Unchanged |
