| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $28 | 0.00% | −1−50.0% | Reduced |
| RFP Financial Group LLC | 2 | $55 | 0.00% | −5−71.4% | Reduced |
| Scarborough Advisors, LLC | 2 | $55 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $56 | 0.00% | +2 | New |
| Trust Co of Vermont | 4 | $110 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $110 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $138 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 5 | $138 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 7 | $193 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 9 | $248 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $248 | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 10 | $276 | 0.00% | +10 | New |
| Umb Bank N A | 12 | $331 | 0.00% | −49−80.3% | Reduced |
| Harbour Investments, Inc. | 13 | $358 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 14 | $386 | 0.00% | +14 | New |
| Quest Partners LLC | 17 | $469 | 0.00% | −25,475−99.9% | Reduced |
| Unique Wealth Strategies, LLC | 25 | $655 | 0.00% | +25 | New |
| Hexagon Capital Partners LLC | 24 | $662 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 25 | $689 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $690 | 0.00% | +6+31.6% | Added |
| Bruce G. Allen Investments, LLC | 28 | $772 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 28 | $778 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 34 | $937 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 34 | $937 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 35 | $971 | 0.00% | +7+25.0% | Added |
| Capital Advisors, Ltd. LLC | 38 | $1.00K | 0.00% | +19+100.0% | Added |
| Lazard Asset Management LLC | 39 | $1.00K | 0.00% | +39 | New |
| AdvisorNet Financial, Inc | 37 | $1.02K | 0.00% | −20−35.1% | Reduced |
| Planning Capital Management Corp | 40 | $1.10K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $1.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $1.57K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 64 | $1.76K | 0.00% | +64 | New |
| Abound Wealth Management | 65 | $1.79K | 0.00% | −8−11.0% | Reduced |
| Private Ocean, LLC | 69 | $1.90K | 0.00% | +69 | New |
| SJS Investment Consulting Inc. | 73 | $2.01K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 76 | $2.10K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 78 | $2.15K | 0.00% | +78 | New |
| GHP Investment Advisors, Inc. | 81 | $2.23K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 84 | $2.32K | 0.00% | +84 | New |
| Concord Wealth Partners | 93 | $2.56K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 99 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $2.74K | 0.00% | −22−18.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 112 | $3.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 130 | $3.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 135 | $3.72K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 138 | $3.81K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 145 | $4.00K | 0.00% | −5−3.3% | Reduced |
| Colonial Trust Advisors | 150 | $4.14K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 152 | $4.19K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 153 | $4.22K | 0.00% | +54+54.5% | Added |
| Elequin Capital LP | 158 | $4.36K | 0.00% | +158 | New |
| Bartlett & Co. Wealth Management LLC | 159 | $4.38K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 171 | $4.71K | 0.00% | +2+1.2% | Added |
| CIBC Private Wealth Group, LLC | 173 | $4.71K | 0.00% | +93+116.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 167 | $5.00K | 0.00% | −52−23.7% | Reduced |
| LRI Investments, LLC | 186 | $5.13K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $5.51K | 0.00% | +200 | New |
| Private Wealth Management Group, LLC | 231 | $6.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 235 | $6.48K | 0.00% | +204+658.1% | Added |
| JFS Wealth Advisors, LLC | 250 | $6.89K | 0.00% | −6−2.3% | Reduced |
| Global Financial Private Client, LLC | 255 | $7.03K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 265 | $7.31K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 266 | $7.33K | 0.00% | −160−37.6% | Reduced |
| CVA Family Office, LLC | 270 | $7.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 287 | $7.91K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 312 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 332 | $9.15K | 0.00% | −2,630−88.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 340 | $9.37K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 360 | $9.93K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 363 | $10.0K | 0.00% | +21+6.1% | Added |
| TD Private Client Wealth LLC | 397 | $10.9K | 0.00% | −3,009−88.3% | Reduced |
| Spire Wealth Management | 407 | $11.2K | 0.00% | +377+1,256.7% | Added |
| EdgeRock Capital LLC | 409 | $11.3K | 0.01% | +409 | New |
| Zions Bancorporation, N.A. | 430 | $11.9K | 0.00% | −105−19.6% | Reduced |
| Whittier Trust Co | 460 | $12.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 505 | $13.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 507 | $14.0K | 0.00% | −27−5.1% | Reduced |
| Rothschild Investment LLC | 520 | $14.3K | 0.00% | −10−1.9% | Reduced |
| CKW Financial Group | 562 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 553 | $15.3K | 0.01% | +2+0.4% | Added |
| Smartleaf Asset Management LLC | 666 | $18.4K | 0.00% | +338+103.0% | Added |
| Optiver Holding B.V. | 680 | $18.7K | 0.00% | +680 | New |
| Ancora Advisors, LLC | 800 | $22.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 826 | $22.8K | 0.00% | −51−5.8% | Reduced |
| Allworth Financial LP | 933 | $25.5K | 0.00% | +215+29.9% | Added |
| Deseret Mutual Benefit Administrators | 931 | $25.7K | 0.01% | −188−16.8% | Reduced |
| International Assets Investment Management, LLC | 951 | $26.2K | 0.00% | +951 | New |
| Cromwell Holdings LLC | 959 | $26.4K | 0.02% | +959 | New |
| Acadian Asset Management LLC | 1,038 | $28.0K | 0.00% | +506+95.1% | Added |
| Parkside Financial Bank & Trust | 1,019 | $28.1K | 0.00% | −7−0.7% | Reduced |
| Massmutual Trust Co FSB | 1,151 | $31.7K | 0.00% | +152+15.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,173 | $32.3K | 0.00% | −156−11.7% | Reduced |
| Venturi Wealth Management, LLC | 1,224 | $33.7K | 0.00% | +1,224 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,316 | $36.3K | 0.00% | −279−17.5% | Reduced |
| Federated Hermes, Inc. | 1,387 | $38.2K | 0.00% | −59−4.1% | Reduced |
