| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Golden State Equity Partners | 0 | $50 | 0.00% | 0 | New |
| HFM Investment Advisors, LLC | 2 | $114 | 0.00% | −2−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $114 | 0.00% | +1+100.0% | Added |
| GHP Investment Advisors, Inc. | 2 | $114 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 3 | $171 | 0.00% | −1−25.0% | Reduced |
| Abound Wealth Management | 3 | $171 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $171 | 0.00% | +3 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $285 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $285 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 6 | $342 | 0.00% | +6 | New |
| GWM Advisors LLC | 7 | $399 | 0.00% | −422−98.4% | Reduced |
| CVA Family Office, LLC | 7 | $399 | 0.00% | −6−46.2% | Reduced |
| American Capital Advisory, LLC | 7 | $399 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 9 | $513 | 0.00% | +5+125.0% | Added |
| Torren Management, LLC | 10 | $543 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $570 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $684 | 0.00% | −6−33.3% | Reduced |
| North Star Investment Management Corp. | 12 | $684 | 0.00% | +12 | New |
| Ankerstar Wealth, LLC | 13 | $741 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $798 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15 | $850 | 0.00% | −23−60.5% | Reduced |
| Sunbelt Securities, Inc. | 17 | $969 | 0.00% | +6+54.5% | Added |
| SJS Investment Consulting Inc. | 17 | $969 | 0.00% | +14+466.7% | Added |
| Fortitude Family Office, LLC | 24 | $1.37K | 0.00% | +17+242.9% | Added |
| Rossby Financial, LCC | 27 | $1.53K | 0.00% | +17+170.0% | Added |
| Westside Investment Management, Inc. | 29 | $1.65K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 31 | $1.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $1.82K | 0.00% | +5+18.5% | Added |
| Group One Trading, L.P. | 34 | $1.94K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 36 | $2.05K | 0.00% | +24+200.0% | Added |
| Simplex Trading, LLC | 39 | $2.22K | 0.00% | −641−94.3% | Reduced |
| Union Savings Bank | 39 | $2.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $2.45K | 0.00% | −2−4.4% | Reduced |
| Sound Income Strategies, LLC | 44 | $2.49K | 0.00% | −179−80.3% | Reduced |
| JPL Wealth Management, LLC | 47 | $2.68K | 0.00% | +47 | New |
| Park Place Capital Corp | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 61 | $3.48K | 0.00% | +61 | New |
| NBT Bank N A | 61 | $3.49K | 0.00% | −8−11.6% | Reduced |
| True Wealth Design, LLC | 63 | $3.59K | 0.00% | +63 | New |
| Wall Street Financial Group, Inc. | 63 | $3.59K | 0.00% | +63 | New |
| High Note Wealth, LLC | 65 | $3.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $3.93K | 0.00% | −86−55.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.10K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 75 | $4.28K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 78 | $4.45K | 0.00% | +78 | New |
| JNBA Financial Advisors | 89 | $5.07K | 0.00% | +89 | New |
| Zions Bancorporation, National Association | 96 | $5.47K | 0.00% | +50+108.7% | Added |
| Marquette Asset Management, LLC | 102 | $5.81K | 0.00% | +102 | New |
| Ancora Advisors, LLC | 106 | $6.04K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 110 | $6.27K | 0.00% | +110 | New |
| Assetmark, Inc | 123 | $7.01K | 0.00% | +77+167.4% | Added |
| Colonial Trust Co | 131 | $7.18K | 0.00% | −202−60.7% | Reduced |
| S&T Bank | 129 | $7.35K | 0.00% | +123+2,050.0% | Added |
| Bare Financial Services, Inc | 133 | $7.58K | 0.00% | −29−17.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 125 | $7.79K | 0.00% | +125 | New |
| Private Wealth Management Group, LLC | 147 | $8.38K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 150 | $8.55K | 0.00% | +50+50.0% | Added |
| WPG Advisers, LLC | 151 | $8.61K | 0.01% | −12−7.4% | Reduced |
| McGuire Capital Advisors Inc | 163 | $9.29K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 165 | $9.40K | 0.00% | +165 | New |
| Eastern Bank | 171 | $9.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 193 | $11.0K | 0.00% | +193 | New |
| Salomon & Ludwin, LLC | 205 | $11.5K | 0.00% | −464−69.4% | Reduced |
| Cedar Mountain Advisors, LLC | 220 | $12.5K | 0.00% | +220 | New |
| Farther Finance Advisors, LLC | 250 | $14.2K | 0.00% | −144−36.5% | Reduced |
| Larson Financial Group LLC | 271 | $15.4K | 0.00% | −29−9.7% | Reduced |
| LRI Investments, LLC | 282 | $16.1K | 0.00% | −2−0.7% | Reduced |
| SBI Securities Co., Ltd. | 291 | $16.6K | 0.00% | +62+27.1% | Added |
| Rothschild Investment LLC | 299 | $17.0K | 0.00% | +63+26.7% | Added |
| Advisory Services Network, LLC | 326 | $18.6K | 0.00% | −5,324−94.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 331 | $18.9K | 0.00% | −26−7.3% | Reduced |
| City State Bank | 350 | $19.9K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 371 | $21.1K | 0.01% | −1,858−83.4% | Reduced |
| Kemnay Advisory Services Inc. | 411 | $23.4K | 0.00% | −1,630−79.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 415 | $23.6K | 0.00% | +21+5.3% | Added |
| Crewe Advisors LLC | 415 | $23.7K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 434 | $24.7K | 0.00% | +34+8.5% | Added |
| Root Financial Partners, LLC | 455 | $25.9K | 0.00% | +339+292.2% | Added |
| MAI Capital Management | 470 | $26.8K | 0.00% | +15+3.3% | Added |
| Brown Brothers Harriman & Co | 476 | $27.1K | 0.00% | +130+37.6% | Added |
| Sterling Capital Management LLC | 482 | $27.5K | 0.00% | −5−1.0% | Reduced |
| Innovative Asset Advisors Group, LLC | 500 | $28.5K | 0.02% | +500 | New |
| Smartleaf Asset Management LLC | 536 | $29.4K | 0.00% | −1,385−72.1% | Reduced |
| SRS Capital Advisors, Inc. | 605 | $34.9K | 0.00% | +309+104.4% | Added |
| Nomura Asset Management Co Ltd | 630 | $35.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 642 | $36.6K | 0.00% | −37−5.4% | Reduced |
| Bessemer Group Inc | 682 | $39.0K | 0.00% | +67+10.9% | Added |
| Massmutual Trust Co FSB | 702 | $40.0K | 0.00% | +167+31.2% | Added |
| Allworth Financial LP | 732 | $41.7K | 0.00% | +233+46.7% | Added |
| Umb Bank N A | 797 | $45.4K | 0.00% | +129+19.3% | Added |
| Private Trust Co NA | 802 | $45.7K | 0.00% | +129+19.2% | Added |
| C M Bidwell & Associates Ltd | 803 | $45.8K | 0.02% | −264−24.7% | Reduced |
| Versant Capital Management, Inc | 871 | $49.6K | 0.00% | −78−8.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 883 | $50.3K | 0.00% | +59+7.2% | Added |
| IFP Advisors, Inc | 1,109 | $63.2K | 0.00% | +33+3.1% | Added |
| Signaturefd, LLC | 1,176 | $67.0K | 0.00% | +23+2.0% | Added |
| EverSource Wealth Advisors, LLC | 1,183 | $67.4K | 0.00% | +363+44.3% | Added |
| Public Employees Retirement System of Ohio | 1,277 | $72.8K | 0.00% | +108+9.2% | Added |
