| Avion Wealth | 3 | $0 | 0.00% | −20−87.0% | Reduced |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $156 | 0.00% | +1 | New |
| Optiver Holding B.V. | 1 | $156 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $156 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $156 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $157 | 0.00% | −3−75.0% | Reduced |
| DecisionPoint Financial, LLC | 1 | $162 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $312 | 0.00% | −5−71.4% | Reduced |
| SBI Securities Co., Ltd. | 2 | $312 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2 | $312 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $313 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $313 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 3 | $468 | 0.00% | −15−83.3% | Reduced |
| Torren Management, LLC | 3 | $468 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $468 | 0.00% | +3 | New |
| Action Point Financial Planning, LLC | 3 | $468 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $469 | 0.00% | −4−57.1% | Reduced |
| Breakwater Investment Management | 3 | $469 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3 | $486 | 0.00% | −7−70.0% | Reduced |
| Rossby Financial, LCC | 4 | $624 | 0.00% | +2+100.0% | Added |
| Private Wealth Management Group, LLC | 4 | $625 | 0.00% | −2−33.3% | Reduced |
| Quaker Wealth Management, LLC | 4 | $625 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $625 | 0.00% | +4 | New |
| Burk Holdings LLC | 5 | $780 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $780 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $781 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5 | $855 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 6 | $936 | 0.00% | +4+200.0% | Added |
| Kilter Group LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 8 | $1.25K | 0.00% | −20−71.4% | Reduced |
| Horizon Financial Services, LLC | 8 | $1.25K | 0.00% | +8 | New |
| Keating Financial Advisory Services, Inc. | 10 | $1.56K | 0.00% | −4−28.6% | Reduced |
| CoreCap Advisors, LLC | 10 | $1.56K | 0.00% | +10 | New |
| Planning Strategies Inc. | 12 | $1.87K | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 12 | $1.87K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 15 | $2.34K | 0.00% | +15 | New |
| Atlantic Private Wealth, LLC | 16 | $2.50K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 19 | $2.96K | 0.00% | +19 | New |
| Zions Bancorporation, National Association | 19 | $2.96K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $2.96K | 0.00% | −22−53.7% | Reduced |
| Farmers & Merchants Investments Inc | 22 | $3.43K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 25 | $3.87K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $4.37K | 0.00% | −229−89.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 30 | $4.68K | 0.00% | −20−40.0% | Reduced |
| Frazier Financial Advisors, LLC | 31 | $4.84K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 31 | $4.84K | 0.00% | +8+34.8% | Added |
| Creative Financial Designs Inc | 33 | $5.15K | 0.00% | −5−13.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 34 | $5.30K | 0.00% | +34 | New |
| Caitong International Asset Management Co., Ltd | 41 | $6.40K | 0.00% | +41 | New |
| Compass Financial Management LLC | 34 | $6.63K | 0.00% | +34 | New |
| Capital Advisors, Ltd. LLC | 43 | $7.00K | 0.00% | −4−8.5% | Reduced |
| Buck Wealth Strategies, LLC | 45 | $7.02K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 48 | $8.02K | 0.00% | +31+182.4% | Added |
| Activest Wealth Management | 52 | $8.11K | 0.00% | +46+766.7% | Added |
| Smartleaf Asset Management LLC | 53 | $8.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $8.89K | 0.00% | −8−12.3% | Reduced |
| Clearstead Advisors, LLC | 60 | $9.36K | 0.00% | +52+650.0% | Added |
| Quent Capital, LLC | 61 | $9.52K | 0.00% | +3+5.2% | Added |
| Quarry LP | 62 | $9.67K | 0.00% | −533−89.6% | Reduced |
| North Star Investment Management Corp. | 62 | $9.67K | 0.00% | −333−84.3% | Reduced |
| Fortitude Family Office, LLC | 65 | $10.1K | 0.00% | +61+1,525.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 70 | $10.9K | 0.00% | −47−40.2% | Reduced |
| Institute for Wealth Management, LLC. | 73 | $11.4K | 0.00% | +73 | New |
| Central Trust Co | 75 | $11.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 77 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $12.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 85 | $13.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 89 | $13.9K | 0.00% | +88+8,800.0% | Added |
| Assetmark, Inc | 92 | $14.4K | 0.00% | +59+178.8% | Added |
| Salomon & Ludwin, LLC | 94 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 99 | $15.4K | 0.00% | −140−58.6% | Reduced |
| Huntington National Bank | 102 | $15.9K | 0.00% | +49+92.5% | Added |
| Allied Private Wealth LLC | 100 | $16.5K | 0.01% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 107 | $16.7K | 0.00% | +92+613.3% | Added |
| Parkside Financial Bank & Trust | 107 | $16.7K | 0.00% | +14+15.1% | Added |
| Centerpoint Advisors, LLC | 109 | $17.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 128 | $20.0K | 0.01% | −23−15.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 137 | $21.4K | 0.00% | −8−5.5% | Reduced |
| Massmutual Trust Co FSB | 141 | $22.0K | 0.00% | −61−30.2% | Reduced |
| Covestor Ltd | 156 | $24.0K | 0.01% | −42−21.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 155 | $24.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 155 | $24.2K | 0.00% | +130+520.0% | Added |
| Grove Bank & Trust | 158 | $24.7K | 0.00% | +158 | New |
| WPG Advisers, LLC | 159 | $24.8K | 0.01% | −22−12.2% | Reduced |
| American National Bank | 170 | $26.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 178 | $27.8K | 0.00% | −196−52.4% | Reduced |
| Employees Retirement System of Texas | 184 | $29.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $31.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 285 | $44.4K | 0.00% | +74+35.1% | Added |
| Nisa Investment Advisors, LLC | 304 | $47.4K | 0.00% | +286+1,588.9% | Added |
| True Wealth Design, LLC | 312 | $48.7K | 0.01% | +215+221.6% | Added |
| Global Retirement Partners, LLC | 312 | $48.7K | 0.00% | +312 | New |
| IFP Advisors, Inc | 315 | $49.1K | 0.00% | +98+45.2% | Added |
| Bokf, NA | 325 | $50.7K | 0.00% | −11−3.3% | Reduced |
| Umb Bank N A | 342 | $53.4K | 0.00% | −167−32.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 380 | $59.3K | 0.01% | +58+18.0% | Added |
