| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Truvestments Capital LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $132 | 0.00% | −2−66.7% | Reduced |
| Rakuten Securities, Inc. | 1 | $132 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $396 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $397 | 0.00% | +1+50.0% | Added |
| Binnacle Investments Inc | 4 | $529 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4 | $529 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $530 | 0.00% | +1+33.3% | Added |
| Bogart Wealth, LLC | 5 | $662 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 6 | $794 | 0.00% | −3−33.3% | Reduced |
| SWAN Capital LLC | 6 | $794 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $815 | 0.00% | −1−14.3% | Reduced |
| Rialto Wealth Management, LLC | 7 | $927 | 0.00% | +5+250.0% | Added |
| Avion Wealth | 12 | $1.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 9 | $1.19K | 0.00% | −3−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $1.46K | 0.00% | +2+22.2% | Added |
| Retirement Wealth Solutions LLC | 11 | $1.46K | 0.00% | +11 | New |
| Clayton Financial Group LLC | 12 | $1.59K | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 13 | $1.72K | 0.00% | +5+62.5% | Added |
| Harbour Investments, Inc. | 14 | $1.85K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $1.99K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 18 | $2.38K | 0.00% | +18 | New |
| Wealth Watch Advisors, INC | 19 | $2.51K | 0.00% | +19 | New |
| Assetmark, Inc | 20 | $2.65K | 0.00% | +1+5.3% | Added |
| Private Wealth Management Group, LLC | 27 | $3.57K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $3.57K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 30 | $3.97K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 36 | $4.00K | 0.00% | +5+16.1% | Added |
| Altshuler Shaham Ltd | 31 | $4.10K | 0.00% | +1+3.3% | Added |
| Kilter Group LLC | 33 | $4.37K | 0.00% | +12+57.1% | Added |
| Highline Wealth Partners LLC | 34 | $4.50K | 0.00% | −37−52.1% | Reduced |
| CoreCap Advisors, LLC | 39 | $5.16K | 0.00% | +39 | New |
| McIlrath & Eck, LLC | 40 | $5.29K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 40 | $5.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 42 | $5.51K | 0.00% | −1−2.3% | Reduced |
| Clearstead Advisors, LLC | 44 | $5.82K | 0.00% | +1+2.3% | Added |
| Brown Brothers Harriman & Co | 46 | $6.09K | 0.00% | +46 | New |
| C M Bidwell & Associates Ltd | 47 | $6.22K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $6.62K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 52 | $6.88K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 56 | $7.00K | 0.00% | −1−1.8% | Reduced |
| Anchor Investment Management, LLC | 53 | $7.01K | 0.00% | −8−13.1% | Reduced |
| Golden State Wealth Management, LLC | 58 | $7.67K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 67 | $8.00K | 0.00% | +26+63.4% | Added |
| Northwestern Mutual Wealth Management Co | 70 | $9.26K | 0.00% | −461−86.8% | Reduced |
| Fortitude Family Office, LLC | 77 | $10.2K | 0.00% | +3+4.1% | Added |
| Rothschild Investment LLC | 79 | $10.5K | 0.00% | −6−7.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 82 | $10.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 82 | $10.9K | 0.00% | +32+64.0% | Added |
| Root Financial Partners, LLC | 85 | $11.2K | 0.00% | +85 | New |
| Sterling Capital Management LLC | 89 | $11.8K | 0.00% | +1+1.1% | Added |
| Parkside Financial Bank & Trust | 90 | $11.9K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 92 | $12.2K | 0.00% | +92 | New |
| Park Place Capital Corp | 94 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 100 | $13.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 100 | $13.2K | 0.00% | +14+16.3% | Added |
| Brown, Lisle/Cummings, Inc. | 110 | $14.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 113 | $14.8K | 0.00% | −1−0.9% | Reduced |
| Bessemer Group Inc | 113 | $15.0K | 0.00% | −12−9.6% | Reduced |
| Evergreen Private Wealth LLC | 115 | $15.2K | 0.01% | +115 | New |
| Ameriflex Group, Inc. | 116 | $15.3K | 0.01% | +116 | New |
| TD Private Client Wealth LLC | 117 | $15.5K | 0.00% | −108−48.0% | Reduced |
| Smartleaf Asset Management LLC | 119 | $16.2K | 0.00% | +56+88.9% | Added |
| Cullen/Frost Bankers, Inc. | 126 | $16.7K | 0.00% | +1+0.8% | Added |
| Massmutual Trust Co FSB | 141 | $18.7K | 0.00% | +8+6.0% | Added |
| Rise Advisors, LLC | 146 | $19.3K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 152 | $20.1K | 0.01% | +70+85.4% | Added |
| Ci Investments Inc. | 155 | $21.0K | 0.00% | +17+12.3% | Added |
| Jones Financial Companies LLLP | 154 | $21.0K | 0.00% | −1−0.6% | Reduced |
| WealthCollab, LLC | 181 | $24.0K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 194 | $25.7K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 200 | $26.3K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 218 | $28.8K | 0.00% | +218 | New |
| Essential Partners LLC | 226 | $29.9K | 0.01% | +97+75.2% | Added |
| Versant Capital Management, Inc | 270 | $35.7K | 0.00% | +221+451.0% | Added |
| Catalyst Capital Advisors LLC | 280 | $37.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 284 | $37.6K | 0.00% | +132+86.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 292 | $39.0K | 0.00% | −16−5.2% | Reduced |
| Hoey Investments, Inc | 300 | $39.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 309 | $40.9K | 0.00% | −243−44.0% | Reduced |
| Advisors Asset Management, Inc. | 314 | $41.6K | 0.00% | −229−42.2% | Reduced |
| Signaturefd, LLC | 324 | $42.9K | 0.00% | −23−6.6% | Reduced |
| SBI Securities Co., Ltd. | 372 | $49.2K | 0.00% | +3+0.8% | Added |
| Natixis | 388 | $51.3K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 414 | $54.8K | 0.02% | +414 | New |
| Horizon Investments, LLC | 433 | $57.3K | 0.00% | +433 | New |
| Fifth Third Bancorp | 469 | $62.1K | 0.00% | +27+6.1% | Added |
| Reyes Financial Architecture, Inc. | 471 | $62.3K | 0.04% | +471 | New |
| Newbridge Financial Services Group, Inc. | 525 | $69.5K | 0.01% | −100−16.0% | Reduced |
| Parallel Advisors, LLC | 527 | $69.7K | 0.00% | +43+8.9% | Added |
| Shell Asset Management Co | 553 | $73.0K | 0.01% | −851−60.6% | Reduced |
| Quest Partners LLC | 567 | $75.0K | 0.00% | −4,085−87.8% | Reduced |
| Umb Bank N A | 595 | $78.7K | 0.00% | +45+8.2% | Added |
| Manchester Capital Management LLC | 595 | $78.7K | 0.01% | +123+26.1% | Added |