| Activest Wealth Management | 1 | $197 | 0.00% | −15−93.8% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $197 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $198 | 0.00% | −3−75.0% | Reduced |
| TFC Financial Management | 1 | $198 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $395 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $395 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $395 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $397 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $432 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $592 | 0.00% | +2+200.0% | Added |
| Raleigh Capital Management Inc. | 3 | $592 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 3 | $593 | 0.00% | −7−70.0% | Reduced |
| Stephens Consulting, LLC | 4 | $790 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $987 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $987 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $987 | 0.00% | +4+400.0% | Added |
| SJS Investment Consulting Inc. | 5 | $988 | 0.00% | −3−37.5% | Reduced |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $1.38K | 0.00% | +1+16.7% | Added |
| Tortoise Investment Management, LLC | 7 | $1.38K | 0.00% | +2+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $1.38K | 0.00% | +1+16.7% | Added |
| Kilter Group LLC | 7 | $1.38K | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $1.78K | 0.00% | +5+125.0% | Added |
| South State Corp. | 9 | $1.78K | 0.00% | −31−77.5% | Reduced |
| Montag A & Associates Inc | 10 | $1.95K | 0.00% | +4+66.7% | Added |
| WealthCollab, LLC | 10 | $1.98K | 0.00% | −78−88.6% | Reduced |
| Anchor Investment Management, LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | +5+71.4% | Added |
| Webster Bank, N. A. | 12 | $2.37K | 0.00% | +12 | New |
| Bare Financial Services, Inc | 15 | $2.96K | 0.00% | +10+200.0% | Added |
| Tobam | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 19 | $3.65K | 0.00% | −221−92.1% | Reduced |
| High Note Wealth, LLC | 20 | $3.95K | 0.00% | −1−4.8% | Reduced |
| Total Investment Management Inc | 21 | $4.15K | 0.00% | +21 | New |
| Colonial Trust Co | 22 | $4.34K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 22 | $4.34K | 0.00% | +8+57.1% | Added |
| Asset Dedication, LLC | 22 | $4.34K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 22 | $4.34K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 22 | $4.34K | 0.00% | +22 | New |
| Frazier Financial Advisors, LLC | 23 | $4.54K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $4.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $4.74K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $4.74K | 0.00% | +12+100.0% | Added |
| Prestige Wealth Management Group LLC | 24 | $4.74K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 25 | $4.94K | 0.00% | −78−75.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 25 | $4.94K | 0.00% | −31−55.4% | Reduced |
| Park Square Financial Group, LLC | 25 | $4.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $5.13K | 0.00% | +1+4.0% | Added |
| Key Financial Inc | 28 | $5.53K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 28 | $5.53K | 0.00% | +22+366.7% | Added |
| TD Waterhouse Canada Inc. | 31 | $6.13K | 0.00% | +31 | New |
| Vermillion & White Wealth Management Group, LLC | 34 | $6.71K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 37 | $7.31K | 0.00% | −5−11.9% | Reduced |
| Rogco, LP | 39 | $7.70K | 0.00% | −16−29.1% | Reduced |
| Colonial Trust Advisors | 40 | $7.90K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 45 | $8.89K | 0.00% | +19+73.1% | Added |
| Bogart Wealth, LLC | 46 | $9.08K | 0.00% | +3+7.0% | Added |
| Federation des caisses Desjardins du Quebec | 50 | $9.87K | 0.00% | −1,557−96.9% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $9.87K | 0.00% | +6+13.6% | Added |
| Creekmur Asset Management LLC | 54 | $10.7K | 0.00% | +4+8.0% | Added |
| Hemington Wealth Management | 56 | $11.0K | 0.00% | +34+154.5% | Added |
| Capital Advisors, Ltd. LLC | 56 | $11.0K | 0.00% | +52+1,300.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 63 | $13.4K | 0.00% | +63 | New |
| NewSquare Capital LLC | 72 | $14.2K | 0.00% | +31+75.6% | Added |
| Central Trust Co | 78 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $15.4K | 0.00% | +5+6.8% | Added |
| Ameritas Advisory Services, LLC | 86 | $17.0K | 0.00% | +86 | New |
| Sterling Capital Management LLC | 90 | $17.8K | 0.00% | −113−55.7% | Reduced |
| Geneos Wealth Management Inc. | 94 | $18.6K | 0.00% | +6+6.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $19.2K | 0.00% | −48,372−99.8% | Reduced |
| CoreCap Advisors, LLC | 99 | $19.6K | 0.00% | −2−2.0% | Reduced |
| Ci Investments Inc. | 101 | $20.0K | 0.00% | −9−8.2% | Reduced |
| Harbour Investments, Inc. | 103 | $20.3K | 0.00% | +15+17.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 109 | $21.5K | 0.01% | +89+445.0% | Added |
| First Horizon Advisors, Inc. | 114 | $22.5K | 0.00% | +20+21.3% | Added |
| HM Payson & Co | 127 | $25.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 129 | $25.5K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 131 | $25.9K | 0.01% | +118+907.7% | Added |
| Optiver Holding B.V. | 145 | $28.6K | 0.00% | +145 | New |
| Siemens Fonds Invest GmbH | 147 | $29.0K | 0.00% | −704−82.7% | Reduced |
| Clark Wealth Partners | 152 | $30.0K | 0.02% | +73+92.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 152 | $30.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 163 | $32.2K | 0.01% | −135−45.3% | Reduced |
| V-Square Quantitative Management LLC | 178 | $35.1K | 0.00% | −558−75.8% | Reduced |
| Central Pacific Bank - Trust Division | 200 | $39.5K | 0.01% | +1+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 211 | $41.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 224 | $44.2K | 0.00% | −5−2.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 230 | $45.4K | 0.01% | +124+117.0% | Added |
| Bank of Jackson Hole Trust | 265 | $52.3K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 271 | $53.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 284 | $56.1K | 0.00% | −286−50.2% | Reduced |
| Hantz Financial Services, Inc. | 308 | $61.0K | 0.00% | +280+1,000.0% | Added |
| Group One Trading, L.P. | 352 | $69.5K | 0.00% | +100+39.7% | Added |