| Avion Wealth | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| MidFirst Bank | 1,450 | $0 | 0.00% | +1,450 | New |
| Dunhill Financial, LLC | 1 | $154 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $171 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $171 | 0.00% | +1 | New |
| Nemes Rush Group LLC | 1 | $171 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $171 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 2 | $343 | 0.00% | −1−33.3% | Reduced |
| UMA Financial Services, Inc. | 3 | $514 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 4 | $685 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $685 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $685 | 0.00% | +4 | New |
| Stone House Investment Management, LLC | 4 | $685 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $686 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $686 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $686 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $686 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $856 | 0.00% | +4+400.0% | Added |
| South State Corp. | 5 | $857 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $1.03K | 0.00% | −74−92.5% | Reduced |
| Cromwell Holdings LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 6 | $1.03K | 0.00% | +6 | New |
| Optima Capital LLC | 7 | $1.20K | 0.00% | +7 | New |
| Cornerstone Financial Management LLC | 7 | $1.20K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $1.37K | 0.00% | +8 | New |
| Montag A & Associates Inc | 8 | $1.45K | 0.00% | +8 | New |
| MV Capital Management, Inc. | 12 | $2.06K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $2.40K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 14 | $2.40K | 0.00% | +3+27.3% | Added |
| High Note Wealth, LLC | 15 | $2.57K | 0.00% | −2−11.8% | Reduced |
| Bogart Wealth, LLC | 15 | $2.57K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $2.57K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $2.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $2.91K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $2.91K | 0.00% | +4+30.8% | Added |
| International Assets Investment Management, LLC | 18 | $3.08K | 0.00% | +18 | New |
| Atlantic Trust, LLC | 18 | $3.08K | 0.00% | +18 | New |
| Hughes Financial Services, LLC | 19 | $3.25K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $3.43K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20 | $3.43K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 20 | $3.44K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 21 | $3.60K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 21 | $3.60K | 0.00% | +21 | New |
| Addison Advisors LLC | 22 | $3.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $3.94K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 23 | $4.00K | 0.00% | +23 | New |
| Westfuller Advisors, LLC | 24 | $4.19K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 25 | $4.28K | 0.00% | +2+8.7% | Added |
| Aventura Private Wealth, LLC | 26 | $4.45K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $4.45K | 0.00% | +26 | New |
| Private Trust Co NA | 27 | $4.63K | 0.00% | −1−3.6% | Reduced |
| Sachetta, LLC | 29 | $4.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $5.31K | 0.00% | −4−11.4% | Reduced |
| Johnson Financial Group, Inc. | 33 | $5.65K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $6.08K | 0.00% | −5−12.2% | Reduced |
| Bare Financial Services, Inc | 38 | $6.51K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $8.91K | 0.00% | +5+10.6% | Added |
| Elyxium Wealth, LLC | 52 | $8.91K | 0.00% | +52 | New |
| SBI Securities Co., Ltd. | 53 | $9.08K | 0.00% | −2−3.6% | Reduced |
| American National Bank | 62 | $10.6K | 0.00% | +62 | New |
| Pinnacle Wealth Planning Services, Inc. | 70 | $12.0K | 0.00% | +70 | New |
| Acumen Wealth Advisors, LLC | 72 | $12.3K | 0.00% | +72 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $12.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 91 | $15.6K | 0.00% | +17+23.0% | Added |
| Steward Partners Investment Advisory, LLC | 93 | $15.9K | 0.00% | +18+24.0% | Added |
| Brown Brothers Harriman & Co | 98 | $16.8K | 0.00% | +16+19.5% | Added |
| Contravisory Investment Management, Inc. | 102 | $17.5K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 105 | $18.0K | 0.00% | +105 | New |
| Park Place Capital Corp | 110 | $18.8K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 110 | $18.8K | 0.01% | +110 | New |
| Keating Financial Advisory Services, Inc. | 116 | $19.9K | 0.00% | +116 | New |
| Rakuten Securities, Inc. | 122 | $20.9K | 0.01% | −19−13.5% | Reduced |
| Bell Investment Advisors, Inc | 128 | $21.9K | 0.00% | +36+39.1% | Added |
| CIBC Private Wealth Group, LLC | 128 | $21.9K | 0.00% | +125+4,166.7% | Added |
| MCF Advisors LLC | 130 | $22.3K | 0.00% | −42−24.4% | Reduced |
| Covestor Ltd | 133 | $23.0K | 0.01% | +1+0.8% | Added |
| Key Financial Inc | 148 | $25.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 163 | $27.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 164 | $28.1K | 0.00% | −52−24.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 177 | $30.3K | 0.01% | +177 | New |
| Westside Investment Management, Inc. | 190 | $33.2K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 200 | $34.3K | 0.00% | −75−27.3% | Reduced |
| Private Wealth Asset Management, LLC | 210 | $36.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 214 | $36.7K | 0.00% | −274−56.1% | Reduced |
| Bayforest Capital Ltd | 229 | $39.2K | 0.03% | +229 | New |
| Los Angeles Capital Management LLC | 268 | $40.4K | 0.00% | +268 | New |
| Clearstead Advisors, LLC | 236 | $40.4K | 0.00% | +144+156.5% | Added |
| Versant Capital Management, Inc | 259 | $44.4K | 0.01% | −43−14.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $46.2K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 279 | $47.8K | 0.04% | +279 | New |
| Murphy & Mullick Capital Management Corp | 300 | $51.4K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 322 | $56.3K | 0.00% | +34+11.8% | Added |
| Maseco LLP | 332 | $56.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 337 | $57.7K | 0.00% | +12+3.7% | Added |
| Walleye Trading LLC | 349 | $59.8K | 0.00% | +349 | New |