| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Huntington National Bank | 1 | $8 | 0.00% | −5−83.3% | Reduced |
| Raleigh Capital Management Inc. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $41 | 0.00% | +1 | New |
| Toronto Dominion Bank | 1 | $43 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $78 | 0.00% | +2 | New |
| TFC Financial Management | 3 | $117 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 4 | $156 | 0.00% | +2+100.0% | Added |
| National Bank of Canada | 6 | $234 | 0.00% | −274−97.9% | Reduced |
| Fortitude Family Office, LLC | 8 | $312 | 0.00% | −36−81.8% | Reduced |
| Legacy Wealth Managment, LLC | 8 | $312 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $312 | 0.00% | +1+14.3% | Added |
| SHP Wealth Management | 8 | $312 | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 9 | $351 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $428 | 0.00% | +1+10.0% | Added |
| DecisionPoint Financial, LLC | 12 | $468 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $507 | 0.00% | −1−7.1% | Reduced |
| USA Financial Portformulas Corp | 13 | $507 | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 13 | $507 | 0.00% | +13 | New |
| Creative Financial Designs Inc | 14 | $546 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $546 | 0.00% | +7+100.0% | Added |
| Massmutual Trust Co FSB | 15 | $585 | 0.00% | −82−84.5% | Reduced |
| CoreCap Advisors, LLC | 16 | $624 | 0.00% | +16 | New |
| Hager Investment Management Services, LLC | 18 | $702 | 0.00% | +18 | New |
| Olistico Wealth, LLC | 19 | $741 | 0.00% | +19 | New |
| Crewe Advisors LLC | 23 | $897 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $1.01K | 0.00% | +26 | New |
| Optima Capital LLC | 26 | $1.01K | 0.00% | +26 | New |
| Picton Mahoney Asset Management | 27 | $1.05K | 0.00% | −25,523−99.9% | Reduced |
| Bell Investment Advisors, Inc | 29 | $1.13K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 30 | $1.17K | 0.00% | +30 | New |
| Advocate Investing Services LLC | 34 | $1.33K | 0.00% | +34 | New |
| North Star Investment Management Corp. | 35 | $1.36K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 36 | $1.40K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 36 | $1.40K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 37 | $1.44K | 0.00% | −74−66.7% | Reduced |
| Nisa Investment Advisors, LLC | 41 | $1.60K | 0.00% | −3,243−98.8% | Reduced |
| Cape Investment Advisory, Inc. | 42 | $1.64K | 0.00% | +42 | New |
| Bullock Wealth Management Group | 43 | $1.68K | 0.00% | +13+43.3% | Added |
| CIBC Private Wealth Group, LLC | 57 | $2.22K | 0.00% | −120−67.8% | Reduced |
| SageView Advisory Group, LLC | 58 | $2.26K | 0.00% | +58 | New |
| Sachetta, LLC | 59 | $2.30K | 0.00% | +59 | New |
| Raffa Wealth Management, LLC | 62 | $2.42K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 57 | $2.59K | 0.02% | +7+14.0% | Added |
| Grove Bank & Trust | 67 | $2.61K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 72 | $2.81K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 74 | $2.88K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 92 | $3.59K | 0.00% | +92 | New |
| JFS Wealth Advisors, LLC | 94 | $3.67K | 0.00% | +29+44.6% | Added |
| Costello Asset Management, INC | 100 | $3.90K | 0.00% | +100 | New |
| ORG Partners LLC | 100 | $3.90K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 106 | $4.13K | 0.00% | +42+65.6% | Added |
| Harbour Investments, Inc. | 111 | $4.33K | 0.00% | +93+516.7% | Added |
| FIL Ltd | 128 | $4.99K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 141 | $5.50K | 0.00% | +141 | New |
| Parkside Financial Bank & Trust | 152 | $5.93K | 0.00% | +44+40.7% | Added |
| Networth Advisors, LLC | 154 | $6.00K | 0.00% | +154 | New |
| Bank & Trust Co | 166 | $6.47K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 170 | $6.63K | 0.00% | −252−59.7% | Reduced |
| Capital Advisors, Ltd. LLC | 180 | $7.00K | 0.00% | +20+12.5% | Added |
| T. Rowe Price Investment Management, Inc. | 156 | $7.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 194 | $7.57K | 0.00% | −151−43.8% | Reduced |
| Clearstead Advisors, LLC | 202 | $7.88K | 0.00% | −804−79.9% | Reduced |
| True Wealth Design, LLC | 216 | $8.42K | 0.00% | −701−76.4% | Reduced |
| Los Angeles Capital Management LLC | 231 | $8.80K | 0.00% | +231 | New |
| Activest Wealth Management | 234 | $9.12K | 0.00% | +234 | New |
| SBI Securities Co., Ltd. | 236 | $9.20K | 0.00% | +153+184.3% | Added |
| WealthCollab, LLC | 261 | $10.2K | 0.00% | +261 | New |
| AdvisorNet Financial, Inc | 275 | $10.7K | 0.00% | +75+37.5% | Added |
| Hantz Financial Services, Inc. | 275 | $11.0K | 0.00% | −49−15.1% | Reduced |
| Root Financial Partners, LLC | 303 | $11.8K | 0.00% | −4−1.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 313 | $12.2K | 0.01% | +200+177.0% | Added |
| Bessemer Group Inc | 332 | $13.0K | 0.00% | +236+245.8% | Added |
| SJS Investment Consulting Inc. | 355 | $13.8K | 0.00% | +344+3,127.3% | Added |
| McGuire Capital Advisors Inc | 441 | $17.2K | 0.01% | +441 | New |
| Caitong International Asset Management Co., Ltd | 442 | $17.2K | 0.00% | −662−60.0% | Reduced |
| SRS Capital Advisors, Inc. | 468 | $18.2K | 0.00% | −27,840−98.3% | Reduced |
| Financial Consulate, Inc | 472 | $18.4K | 0.00% | +52+12.4% | Added |
| Parvin Asset Management, LLC | 500 | $19.5K | 0.02% | −6,225−92.6% | Reduced |
| Triumph Capital Management | 525 | $20.5K | 0.00% | +525 | New |
| Altshuler Shaham Ltd | 622 | $24.3K | 0.00% | +622 | New |
| WPG Advisers, LLC | 623 | $24.3K | 0.02% | −143−18.7% | Reduced |
| Fifth Third Bancorp | 730 | $28.5K | 0.00% | +89+13.9% | Added |
| Torren Management, LLC | 784 | $30.6K | 0.02% | +784 | New |
| The PNC Financial Services Group, Inc. | 828 | $32.3K | 0.00% | −340−29.1% | Reduced |
| MCF Advisors LLC | 900 | $35.1K | 0.00% | +900 | New |
| Kingdom Financial Group LLC. | 959 | $37.4K | 0.01% | +959 | New |
| STRS Ohio | 991 | $38.6K | 0.00% | +2+0.2% | Added |
| Quest Partners LLC | 1,030 | $40.2K | 0.00% | −6,571−86.4% | Reduced |
| OP Asset Management Ltd | 1,093 | $42.6K | 0.00% | +561+105.5% | Added |
| Quent Capital, LLC | 1,145 | $44.6K | 0.00% | −196−14.6% | Reduced |
| Versant Capital Management, Inc | 1,164 | $45.4K | 0.01% | +1,049+912.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,205 | $47.0K | 0.00% | +5+0.4% | Added |
| Quarry LP | 1,248 | $48.7K | 0.01% | +292+30.5% | Added |
| Signaturefd, LLC | 1,350 | $52.6K | 0.00% | +257+23.5% | Added |
| Rothschild Investment LLC | 1,434 | $55.9K | 0.00% | −434−23.2% | Reduced |
| Parallel Advisors, LLC | 1,477 | $57.6K | 0.00% | −257−14.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,520 | $59.3K | 0.00% | +1,520 | New |
| International Assets Investment Management, LLC | 1,622 | $63.2K | 0.00% | +1,622 | New |
| Lloyd Advisory Services, LLC. | 1,659 | $64.7K | 0.03% | +1,659 | New |
