| Avion Wealth | 12 | $0 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $53 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $53 | 0.00% | +1 | New |
| Torren Management, LLC | 2 | $93 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $158 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $158 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $264 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $264 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $264 | 0.00% | +5 | New |
| Anfield Capital Management, LLC | 7 | $369 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $369 | 0.00% | +7 | New |
| S&T Bank | 9 | $475 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $528 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 11 | $530 | 0.00% | +11 | New |
| Bare Financial Services, Inc | 11 | $580 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $687 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14 | $739 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $792 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $792 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 16 | $844 | 0.00% | +16 | New |
| Twin Peaks Wealth Advisors, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Westside Investment Management, Inc. | 22 | $1.16K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.32K | 0.00% | −565−95.8% | Reduced |
| Spire Wealth Management | 26 | $1.37K | 0.00% | −2−7.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 35 | $1.85K | 0.00% | +5+16.7% | Added |
| Basecamp Wealth Advisors LLC | 37 | $1.95K | 0.00% | −250−87.1% | Reduced |
| Synergy Investment Management, LLC | 38 | $2.01K | 0.00% | +38 | New |
| Wall Street Financial Group, Inc. | 40 | $2.11K | 0.00% | +40 | New |
| Prestige Wealth Management Group LLC | 43 | $2.29K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 47 | $2.50K | 0.00% | −64−57.7% | Reduced |
| First Horizon Corp | 48 | $2.53K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 48 | $2.53K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $2.64K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 50 | $2.64K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 54 | $2.86K | 0.00% | +5+10.2% | Added |
| Bay Harbor Wealth Management, LLC | 59 | $3.11K | 0.00% | +5+9.3% | Added |
| Sankala Group LLC | 61 | $3.18K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 61 | $3.22K | 0.42% | +61 | New |
| True Wealth Design, LLC | 69 | $3.64K | 0.00% | +55+392.9% | Added |
| Bogart Wealth, LLC | 75 | $3.96K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 75 | $3.96K | 0.00% | +75 | New |
| Creative Financial Designs Inc | 76 | $4.00K | 0.00% | +1+1.3% | Added |
| Rialto Wealth Management, LLC | 78 | $4.12K | 0.00% | +13+20.0% | Added |
| Fortitude Family Office, LLC | 93 | $4.91K | 0.00% | +42+82.4% | Added |
| Signature Equity Partners, LLC | 95 | $5.01K | 0.00% | +95 | New |
| Federation des caisses Desjardins du Quebec | 97 | $5.12K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 97 | $5.12K | 0.00% | +97 | New |
| Farmers & Merchants Investments Inc | 98 | $5.17K | 0.00% | +4+4.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 118 | $6.23K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 119 | $6.34K | 0.00% | +3+2.6% | Added |
| UMA Financial Services, Inc. | 131 | $6.91K | 0.00% | +32+32.3% | Added |
| Raleigh Capital Management Inc. | 164 | $8.65K | 0.00% | +7+4.5% | Added |
| International Assets Investment Management, LLC | 168 | $8.92K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 168 | $8.95K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 172 | $9.08K | 0.00% | −55−24.2% | Reduced |
| Assetmark, Inc | 190 | $10.0K | 0.00% | +6+3.3% | Added |
| Kilter Group LLC | 198 | $10.4K | 0.00% | +107+117.6% | Added |
| GWM Advisors LLC | 200 | $10.6K | 0.00% | +60+42.9% | Added |
| Huntington National Bank | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 204 | $10.8K | 0.00% | −5−2.4% | Reduced |
| Global X Japan Co., Ltd. | 211 | $11.1K | 0.00% | −246−53.8% | Reduced |
| Godfrey Financial Associates, Inc. | 215 | $11.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 219 | $11.6K | 0.00% | −500−69.5% | Reduced |
| Quent Capital, LLC | 232 | $12.2K | 0.00% | +94+68.1% | Added |
| Bartlett & Co. Wealth Management LLC | 260 | $12.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 281 | $14.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 297 | $15.7K | 0.00% | +297 | New |
| Graney & King, LLC | 300 | $15.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 306 | $16.1K | 0.00% | +8+2.7% | Added |
| Sachetta, LLC | 307 | $16.4K | 0.01% | +307 | New |
| Umb Bank N A | 322 | $17.0K | 0.00% | +32+11.0% | Added |
| Capital Advisors, Ltd. LLC | 314 | $17.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 329 | $17.4K | 0.00% | +3+0.9% | Added |
| Harbour Investments, Inc. | 339 | $17.9K | 0.00% | +339 | New |
| Mather Group, LLC. | 378 | $19.9K | 0.00% | +378 | New |
| SBI Securities Co., Ltd. | 379 | $20.0K | 0.00% | −3−0.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 408 | $21.6K | 0.00% | +408 | New |
| Versant Capital Management, Inc | 450 | $23.7K | 0.00% | +2+0.4% | Added |
| Rossby Financial, LCC | 463 | $24.6K | 0.01% | +307+196.8% | Added |
| Basepoint Wealth LLC | 506 | $26.7K | 0.02% | +4+0.8% | Added |
| Sunbelt Securities, Inc. | 509 | $26.9K | 0.00% | +5+1.0% | Added |
| Wellington-Altus USA Inc. | 519 | $26.9K | 0.02% | −41−7.3% | Reduced |
| WPG Advisers, LLC | 512 | $27.0K | 0.02% | −41−7.4% | Reduced |
| V-Square Quantitative Management LLC | 514 | $27.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 528 | $27.9K | 0.00% | +329+165.3% | Added |
| Transamerica Financial Advisors, Inc. | 550 | $29.3K | 0.00% | +64+13.2% | Added |
| Estabrook Capital Management | 557 | $29.4K | 0.00% | +283+103.3% | Added |
| LRI Investments, LLC | 573 | $30.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 579 | $30.5K | 0.00% | +579 | New |
| AdvisorNet Financial, Inc | 588 | $31.0K | 0.00% | +40+7.3% | Added |
| Parkside Financial Bank & Trust | 621 | $32.8K | 0.00% | +132+27.0% | Added |
| Costello Asset Management, INC | 634 | $33.4K | 0.01% | +82+14.9% | Added |
| RWM Asset Management, LLC | 647 | $34.1K | 0.00% | +647 | New |
| Harbor Capital Advisors, Inc. | 693 | $37.0K | 0.00% | +283+69.0% | Added |
| SHP Wealth Management | 714 | $37.7K | 0.00% | +4+0.6% | Added |
| Group One Trading, L.P. | 714 | $37.7K | 0.00% | +234+48.8% | Added |
| WealthCollab, LLC | 813 | $42.9K | 0.02% | 00.0% | Unchanged |