| High Note Wealth, LLC | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3 | $355 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3 | $355 | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 4 | $473 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $592 | 0.00% | −9,691−99.9% | Reduced |
| Creative Financial Designs Inc | 5 | $592 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $592 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $592 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $662 | 0.00% | −15−71.4% | Reduced |
| Harbour Investments, Inc. | 6 | $710 | 0.00% | −1−14.3% | Reduced |
| Sound Income Strategies, LLC | 6 | $710 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6 | $710 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $711 | 0.00% | −3−33.3% | Reduced |
| SWAN Capital LLC | 8 | $947 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $947 | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 12 | $1.42K | 0.00% | −6−33.3% | Reduced |
| AdvisorNet Financial, Inc | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $1.42K | 0.00% | +12 | New |
| Avion Wealth | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 17 | $2.01K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 22 | $2.13K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 26 | $3.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $3.25K | 0.00% | −23−46.0% | Reduced |
| Parkside Financial Bank & Trust | 29 | $3.43K | 0.00% | +29 | New |
| Geneos Wealth Management Inc. | 32 | $3.79K | 0.00% | +19+146.2% | Added |
| Larson Financial Group LLC | 34 | $4.02K | 0.00% | −72−67.9% | Reduced |
| TD Waterhouse Canada Inc. | 41 | $5.01K | 0.00% | −200−83.0% | Reduced |
| UMA Financial Services, Inc. | 43 | $5.09K | 0.00% | +8+22.9% | Added |
| Highline Wealth Partners LLC | 49 | $5.80K | 0.00% | +12+32.4% | Added |
| MAI Capital Management | 49 | $5.80K | 0.00% | +13+36.1% | Added |
| Westside Investment Management, Inc. | 50 | $5.92K | 0.00% | +50 | New |
| Bellwether Advisors, LLC | 56 | $6.63K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 65 | $7.69K | 0.00% | +18+38.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 70 | $8.29K | 0.00% | +70 | New |
| Binnacle Investments Inc | 71 | $8.40K | 0.01% | +71 | New |
| WealthCollab, LLC | 73 | $8.64K | 0.01% | +9+14.1% | Added |
| Murphy & Mullick Capital Management Corp | 74 | $8.76K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 64 | $9.59K | 0.00% | −17−21.0% | Reduced |
| NewSquare Capital LLC | 81 | $9.59K | 0.00% | +48+145.5% | Added |
| Key Financial Inc | 82 | $9.71K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 87 | $10.3K | 0.00% | +87 | New |
| Runnymede Capital Advisors, Inc. | 89 | $10.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $11.5K | 0.00% | +7+7.8% | Added |
| Park Place Capital Corp | 98 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 101 | $12.0K | 0.00% | +3+3.1% | Added |
| Capital Analysts, LLC | 99 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 107 | $12.0K | 0.01% | +107 | New |
| Bryn Mawr Trust Co | 115 | $13.6K | 0.00% | +18+18.6% | Added |
| Garde Capital, Inc. | 130 | $15.4K | 0.00% | +130 | New |
| Sierra Ocean, LLC | 131 | $15.5K | 0.01% | +35+36.5% | Added |
| Spire Wealth Management | 146 | $17.3K | 0.00% | +122+508.3% | Added |
| Crewe Advisors LLC | 150 | $17.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 181 | $18.6K | 0.00% | −27−13.0% | Reduced |
| Capital A Wealth Management, LLC | 161 | $19.1K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 174 | $20.6K | 0.00% | −37−17.5% | Reduced |
| Umb Bank N A | 193 | $22.8K | 0.00% | +34+21.4% | Added |
| Sandy Spring Bank | 200 | $23.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 208 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 220 | $26.0K | 0.00% | +220 | New |
| SRS Capital Advisors, Inc. | 229 | $27.1K | 0.00% | −7−3.0% | Reduced |
| Future Financial Wealth Managment LLC | 250 | $29.6K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 262 | $31.0K | 0.01% | −204−43.8% | Reduced |
| Close Asset Management Ltd | 270 | $32.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 308 | $36.5K | 0.00% | −5−1.6% | Reduced |
| Nisa Investment Advisors, LLC | 350 | $41.4K | 0.00% | −50−12.5% | Reduced |
| Activest Wealth Management | 350 | $41.4K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 405 | $47.9K | 0.00% | −7,852−95.1% | Reduced |
| IFP Advisors, Inc | 408 | $48.3K | 0.00% | +290+245.8% | Added |
| Clear Street Markets LLC | 421 | $49.8K | 0.03% | −227−35.0% | Reduced |
| Principal Securities, Inc. | 541 | $52.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 479 | $57.0K | 0.00% | +479 | New |
| Peoples Bank | 500 | $59.2K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 649 | $60.1K | 0.03% | +200+44.5% | Added |
| Catalyst Capital Advisors LLC | 508 | $60.1K | 0.00% | −19−3.6% | Reduced |
| Accent Capital Management, LLC | 650 | $76.9K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 769 | $91.0K | 0.04% | +509+195.8% | Added |
| Coldstream Capital Management Inc | 802 | $94.9K | 0.00% | +802 | New |
| Goldstream Capital Management Ltd | 865 | $102.4K | 0.07% | +865 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 961 | $113.8K | 0.03% | +961 | New |
| CWM, LLC | 972 | $115.0K | 0.00% | −193−16.6% | Reduced |
| Stephens Consulting, LLC | 1,000 | $118.3K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,025 | $121.3K | 0.01% | +200+24.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,034 | $122.4K | 0.00% | +100+10.7% | Added |
| Gordian Capital Singapore Pte Ltd | 1,030 | $124.1K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,347 | $126.6K | 0.00% | +26+2.0% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,199 | $141.9K | 0.07% | +129+12.1% | Added |
| Jones Financial Companies LLLP | 1,296 | $156.1K | 0.00% | +81+6.7% | Added |
| Credit Industriel Et Commercial | 1,327 | $157.1K | 0.03% | +1,327 | New |
| Barometer Capital Management Inc. | 1,500 | $177.5K | 0.07% | +325+27.7% | Added |
| Generali Asset Management SPA SGR | 1,700 | $201.2K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,725 | $204.2K | 0.00% | +1,725 | New |
| First Affirmative Financial Network | 1,843 | $218.1K | 0.13% | +1,843 | New |
| Gunderson Capital Management Inc. | 1,843 | $218.1K | 0.14% | +1,843 | New |
| Sanibel Captiva Trust Company, Inc. | 1,844 | $218.2K | 0.01% | +1,844 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,850 | $219.0K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,864 | $220.6K | 0.00% | +1,864 | New |
| Bridgewater Advisors Inc. | 2,137 | $222.6K | 0.02% | +2,137 | New |
| Cresset Asset Management, LLC | 1,895 | $224.3K | 0.00% | +1,895 | New |
| Avantax Advisory Services, Inc. | 1,905 | $225.5K | 0.00% | +1,905 | New |
| Lindbrook Capital, LLC | 1,930 | $228.4K | 0.02% | +199+11.5% | Added |
