| Hantz Financial Services, Inc. | 7 | $0 | 0.00% | +7 | New |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Activest Wealth Management | 1 | $49 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 3 | $147 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $147 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 2,149 | $196 | 0.00% | +2,145+53,625.0% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $196 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 5 | $244 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $244 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $294 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 7 | $320 | 0.00% | +7 | New |
| Sachetta, LLC | 8 | $392 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $538 | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 11 | $538 | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 11 | $554 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $587 | 0.00% | −355−96.7% | Reduced |
| Clearstead Advisors, LLC | 12 | $587 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 14 | $652 | 0.00% | +14 | New |
| Private Wealth Management Group, LLC | 17 | $831 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $900 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $978 | 0.00% | +15+300.0% | Added |
| Hughes Financial Services, LLC | 22 | $1.08K | 0.00% | +22 | New |
| HighMark Wealth Management LLC | 23 | $1.12K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 23 | $1.12K | 0.00% | +15+187.5% | Added |
| Cullen/Frost Bankers, Inc. | 24 | $1.17K | 0.00% | −349−93.6% | Reduced |
| Rothschild Investment LLC | 25 | $1.22K | 0.00% | +15+150.0% | Added |
| CVA Family Office, LLC | 25 | $1.22K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 27 | $1.32K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 27 | $1.32K | 0.00% | +27 | New |
| Archer Investment Corp | 27 | $1.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $1.37K | 0.00% | −3−9.7% | Reduced |
| South State Corp. | 29 | $1.42K | 0.00% | +29 | New |
| Golden State Wealth Management, LLC | 30 | $1.47K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 39 | $1.91K | 0.00% | +6+18.2% | Added |
| Colonial Trust Co | 60 | $2.92K | 0.00% | −255−81.0% | Reduced |
| Picton Mahoney Asset Management | 50 | $3.00K | 0.00% | −100,279−100.0% | Reduced |
| Ogorek Anthony Joseph | 76 | $3.00K | 0.00% | +76 | New |
| Park Square Financial Group, LLC | 65 | $3.18K | 0.00% | +20+44.4% | Added |
| Bell Investment Advisors, Inc | 74 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 84 | $4.11K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 87 | $4.25K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 87 | $4.27K | 0.00% | −3−3.3% | Reduced |
| Gen-Wealth Partners Inc | 90 | $4.40K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 108 | $5.28K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 111 | $5.43K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 118 | $5.77K | 0.01% | +10+9.3% | Added |
| Bessemer Group Inc | 117 | $6.00K | 0.00% | +117 | New |
| JFS Wealth Advisors, LLC | 123 | $6.01K | 0.00% | +8+7.0% | Added |
| Rossby Financial, LCC | 135 | $6.59K | 0.00% | +135 | New |
| Kestra Investment Management, LLC | 141 | $6.89K | 0.00% | −3,065−95.6% | Reduced |
| Hemington Wealth Management | 161 | $7.00K | 0.00% | +48+42.5% | Added |
| Smartleaf Asset Management LLC | 152 | $7.36K | 0.00% | −200−56.8% | Reduced |
| Medallion Wealth Advisors, LLC | 163 | $8.00K | 0.00% | +163 | New |
| First Horizon Advisors, Inc. | 178 | $8.70K | 0.00% | −9−4.8% | Reduced |
| Sound Income Strategies, LLC | 200 | $9.78K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $9.78K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 221 | $10.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 241 | $11.8K | 0.00% | +105+77.2% | Added |
| S&T Bank | 300 | $14.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 319 | $15.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 322 | $15.7K | 0.00% | +124+62.6% | Added |
| Skopos Labs, Inc. | 322 | $15.7K | 0.00% | +257+395.4% | Added |
| Tower Research Capital LLC (TRC) | 333 | $16.3K | 0.00% | −1,596−82.7% | Reduced |
| Huntington National Bank | 334 | $16.3K | 0.00% | +334 | New |
| Parkside Financial Bank & Trust | 334 | $16.3K | 0.00% | +253+312.3% | Added |
| Altshuler Shaham Ltd | 336 | $16.4K | 0.00% | −117−25.8% | Reduced |
| Versant Capital Management, Inc | 350 | $17.1K | 0.00% | +350 | New |
| AdvisorNet Financial, Inc | 352 | $17.2K | 0.00% | +48+15.8% | Added |
| IFP Advisors, Inc | 373 | $18.2K | 0.00% | −397−51.6% | Reduced |
| NBC Securities, Inc. | 404 | $19.0K | 0.00% | +404 | New |
| CIBC Private Wealth Group, LLC | 477 | $19.3K | 0.00% | +42+9.7% | Added |
| Hexagon Capital Partners LLC | 422 | $20.6K | 0.00% | +72+20.6% | Added |
| Deseret Mutual Benefit Administrators | 447 | $21.8K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 447 | $21.8K | 0.02% | +447 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 457 | $22.3K | 0.00% | +376+464.2% | Added |
| EverSource Wealth Advisors, LLC | 488 | $23.9K | 0.00% | +180+58.4% | Added |
| Whittier Trust Co of Nevada Inc | 545 | $26.6K | 0.00% | +36+7.1% | Added |
| Alpine Bank Wealth Management | 548 | $26.8K | 0.00% | +548 | New |
| Boston Private Wealth LLC | 693 | $33.9K | 0.00% | +693 | New |
| Clark Wealth Partners | 695 | $34.0K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 674 | $36.2K | 0.01% | +674 | New |
| Corebridge Financial, Inc. | 760 | $37.1K | 0.00% | −24−3.1% | Reduced |
| Continuum Advisory, LLC | 815 | $39.8K | 0.01% | +85+11.6% | Added |
| Richardson Financial Services Inc. | 855 | $41.8K | 0.03% | +20+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 859 | $42.0K | 0.00% | +859 | New |
| Capital Advisors, Ltd. LLC | 890 | $44.0K | 0.01% | −23−2.5% | Reduced |
| Spire Wealth Management | 924 | $45.2K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 935 | $45.7K | 0.01% | +935 | New |
| Edmond de Rothschild Holding S.A. | 947 | $46.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $48.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $48.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,007 | $49.2K | 0.00% | +662+191.9% | Added |
| Lindbrook Capital, LLC | 1,086 | $53.1K | 0.00% | +520+91.9% | Added |
| State of Wyoming | 1,195 | $58.4K | 0.01% | −2,315−66.0% | Reduced |
| Covestor Ltd | 1,244 | $61.0K | 0.04% | −2,693−68.4% | Reduced |
| Coldstream Capital Management Inc | 1,271 | $62.1K | 0.00% | +1,271 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,568 | $76.6K | 0.00% | +145+10.2% | Added |
| SRS Capital Advisors, Inc. | 1,572 | $76.8K | 0.00% | +183+13.2% | Added |
| Ronald Blue Trust, Inc. | 1,669 | $81.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,670 | $81.9K | 0.00% | +1,110+198.2% | Added |
