| GWM Advisors LLC | 1 | $93 | 0.00% | −16−94.1% | Reduced |
| TD Private Client Wealth LLC | 2 | $186 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $278 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $371 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $371 | 0.00% | +1+33.3% | Added |
| Horizon Investments, LLC | 4 | $371 | 0.00% | +4 | New |
| International Assets Investment Management, LLC | 4 | $382 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $464 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $464 | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 4 | $509 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 6 | $557 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7 | $649 | 0.00% | +7 | New |
| Rachor Investment Advisory Services, LLC | 7 | $650 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 8 | $742 | 0.00% | +4+100.0% | Added |
| Principia Wealth Advisory, LLC | 8 | $742 | 0.00% | +6+300.0% | Added |
| Quaker Wealth Management, LLC | 8 | $743 | 0.00% | +2+33.3% | Added |
| Dunhill Financial, LLC | 8 | $810 | 0.00% | +5+166.7% | Added |
| American National Bank | 9 | $833 | 0.00% | −105−92.1% | Reduced |
| Whittier Trust Co | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12 | $1.11K | 0.00% | −3−20.0% | Reduced |
| Hughes Financial Services, LLC | 12 | $1.11K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $1.11K | 0.00% | +8+200.0% | Added |
| Bare Financial Services, Inc | 12 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $1.24K | 0.00% | −4−23.5% | Reduced |
| Atlantic Trust, LLC | 14 | $1.30K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $1.39K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $1.39K | 0.00% | +5+50.0% | Added |
| MV Capital Management, Inc. | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $1.67K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19 | $1.76K | 0.00% | +14+280.0% | Added |
| Atlas Capital Advisors LLC | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 20 | $1.90K | 0.00% | −2−9.1% | Reduced |
| Private Wealth Management Group, LLC | 23 | $2.13K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $2.23K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 24 | $2.23K | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 19 | $2.32K | 0.00% | +5+35.7% | Added |
| Sunbelt Securities, Inc. | 26 | $2.41K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 27 | $2.50K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 27 | $2.50K | 0.00% | +3+12.5% | Added |
| UMA Financial Services, Inc. | 28 | $2.60K | 0.00% | +6+27.3% | Added |
| Financial Management Professionals, Inc. | 29 | $2.69K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 31 | $2.88K | 0.00% | +21+210.0% | Added |
| Avion Wealth | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 34 | $3.15K | 0.00% | −106−75.7% | Reduced |
| Fortitude Family Office, LLC | 34 | $3.15K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 34 | $3.15K | 0.00% | +34 | New |
| Golden State Equity Partners | 35 | $3.25K | 0.00% | +35 | New |
| Root Financial Partners, LLC | 37 | $3.43K | 0.00% | +23+164.3% | Added |
| High Note Wealth, LLC | 37 | $3.43K | 0.00% | +37 | New |
| LRI Investments, LLC | 42 | $3.90K | 0.00% | +42 | New |
| MidFirst Bank | 43 | $3.99K | 0.00% | −3,993−98.9% | Reduced |
| Bogart Wealth, LLC | 44 | $4.08K | 0.00% | +2+4.8% | Added |
| Clearstead Advisors, LLC | 44 | $4.08K | 0.00% | −1,899−97.7% | Reduced |
| Wolff Wiese Magana LLC | 46 | $4.27K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 49 | $4.54K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 50 | $4.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 52 | $4.82K | 0.00% | −15−22.4% | Reduced |
| Richardson Capital Management LLC | 55 | $5.10K | 0.00% | +55 | New |
| CoreCap Advisors, LLC | 61 | $5.66K | 0.00% | −150−71.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 65 | $6.03K | 0.00% | +65 | New |
| Key Financial Inc | 67 | $6.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $6.40K | 0.00% | +63+1,050.0% | Added |
| Hollencrest Capital Management | 70 | $6.49K | 0.00% | −3,001−97.7% | Reduced |
| TD Waterhouse Canada Inc. | 73 | $6.97K | 0.00% | +73 | New |
| Signature Equity Partners, LLC | 89 | $8.26K | 0.00% | +87+4,350.0% | Added |
| N.E.W. Advisory Services LLC | 100 | $9.28K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $9.28K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 122 | $11.0K | 0.00% | +122 | New |
| Zions Bancorporation, National Association | 121 | $11.2K | 0.00% | +82+210.3% | Added |
| Whittier Trust Co of Nevada Inc | 117 | $11.4K | 0.00% | +64+120.8% | Added |
| Farmers & Merchants Investments Inc | 127 | $11.8K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 140 | $13.0K | 0.01% | −10−6.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 264 | $13.8K | 0.00% | +264 | New |
| Contravisory Investment Management, Inc. | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 150 | $13.9K | 0.01% | +150 | New |
| Private Wealth Asset Management, LLC | 164 | $15.2K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 170 | $15.8K | 0.01% | +170 | New |
| SBI Securities Co., Ltd. | 172 | $16.0K | 0.00% | −55−24.2% | Reduced |
| Central Trust Co | 200 | $18.6K | 0.00% | −200−50.0% | Reduced |
| Stance Capital LLC | 200 | $18.6K | 0.01% | +200 | New |
| Uniplan Investment Counsel, Inc. | 207 | $19.2K | 0.00% | +207 | New |
| First Horizon Corp | 239 | $22.2K | 0.00% | +34+16.6% | Added |
| Owl Creek Wealth Partners LLC | 245 | $22.7K | 0.01% | +245 | New |
| Harbour Investments, Inc. | 267 | $24.8K | 0.00% | +1+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 273 | $25.3K | 0.00% | +22+8.8% | Added |
| MCF Advisors LLC | 294 | $27.3K | 0.00% | −26−8.1% | Reduced |
| Quent Capital, LLC | 297 | $27.6K | 0.00% | +113+61.4% | Added |
| Danske Bank A/S | 300 | $27.8K | 0.00% | −1,400−82.4% | Reduced |
| Salomon & Ludwin, LLC | 297 | $28.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 305 | $28.3K | 0.00% | −41−11.8% | Reduced |
| Parkside Financial Bank & Trust | 319 | $29.6K | 0.00% | +111+53.4% | Added |
| Rothschild Investment LLC | 325 | $30.1K | 0.00% | +11+3.5% | Added |
| Sankala Group LLC | 325 | $30.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 346 | $32.1K | 0.00% | +37+12.0% | Added |
| Smartleaf Asset Management LLC | 413 | $35.2K | 0.00% | +19+4.8% | Added |
| Intentional Wealth Strategies, LLC | 413 | $38.3K | 0.04% | +413 | New |
| Measured Wealth Private Client Group, LLC | 431 | $40.0K | 0.01% | −43−9.1% | Reduced |
| Larson Financial Group LLC | 452 | $41.9K | 0.00% | −137−23.3% | Reduced |
| Signaturefd, LLC | 461 | $42.8K | 0.00% | +126+37.6% | Added |
