| Avion Wealth | 7 | $0 | 0.00% | −5−41.7% | Reduced |
| Truvestments Capital LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 1 | $90 | 0.00% | +1 | New |
| MAI Capital Management | 1 | $133 | 0.00% | −819−99.9% | Reduced |
| Sunbelt Securities, Inc. | 1 | $133 | 0.00% | −5−83.3% | Reduced |
| MV Capital Management, Inc. | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $133 | 0.00% | +1 | New |
| Elyxium Wealth, LLC | 1 | $133 | 0.00% | +1 | New |
| McGuire Capital Advisors Inc | 1 | $133 | 0.00% | +1 | New |
| Toronto Dominion Bank | 1 | $168 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $266 | 0.00% | −1−33.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2 | $266 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $398 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $399 | 0.00% | −4−57.1% | Reduced |
| SHP Wealth Management | 3 | $399 | 0.00% | +3 | New |
| First Horizon Corp | 4 | $532 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 4 | $532 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $532 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 5 | $665 | 0.00% | −590−99.2% | Reduced |
| JNBA Financial Advisors | 5 | $665 | 0.00% | +5 | New |
| SWAN Capital LLC | 6 | $797 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6 | $797 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $798 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $929 | 0.00% | +7 | New |
| USA Financial Portformulas Corp | 7 | $930 | 0.00% | +7 | New |
| DV Trading LLC | 7 | $930 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $931 | 0.00% | +3+75.0% | Added |
| Chilton Capital Management LLC | 7 | $931 | 0.00% | +7 | New |
| Carolina Wealth Advisors, LLC | 8 | $1.06K | 0.00% | +8 | New |
| Torren Management, LLC | 9 | $1.20K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $1.33K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 13 | $1.73K | 0.00% | +4+44.4% | Added |
| Rossby Financial, LCC | 13 | $1.73K | 0.00% | +13 | New |
| Harbour Investments, Inc. | 17 | $2.26K | 0.00% | +3+21.4% | Added |
| Geneos Wealth Management Inc. | 17 | $2.26K | 0.00% | +17 | New |
| UMA Financial Services, Inc. | 17 | $2.26K | 0.00% | +4+30.8% | Added |
| JFS Wealth Advisors, LLC | 17 | $2.26K | 0.00% | +6+54.5% | Added |
| Keating Financial Advisory Services, Inc. | 18 | $2.39K | 0.00% | +18 | New |
| Retirement Wealth Solutions LLC | 18 | $2.39K | 0.00% | +7+63.6% | Added |
| Wealth Watch Advisors, INC | 19 | $2.52K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $2.79K | 0.00% | −12−36.4% | Reduced |
| Altshuler Shaham Ltd | 27 | $3.59K | 0.00% | −4−12.9% | Reduced |
| Private Wealth Management Group, LLC | 27 | $3.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $3.99K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 31 | $4.12K | 0.00% | +13+72.2% | Added |
| McIlrath & Eck, LLC | 40 | $5.32K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 40 | $5.32K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 43 | $5.71K | 0.00% | −57−57.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $6.64K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 51 | $6.77K | 0.00% | +9+21.4% | Added |
| Quent Capital, LLC | 51 | $6.78K | 0.00% | +24+88.9% | Added |
| Pacific Center for Financial Services | 52 | $6.88K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 55 | $7.00K | 0.00% | −1−1.8% | Reduced |
| Anchor Investment Management, LLC | 53 | $7.04K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 57 | $7.58K | 0.00% | −510−89.9% | Reduced |
| Golden State Wealth Management, LLC | 58 | $7.71K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $7.71K | 0.00% | +38+190.0% | Added |
| Basecamp Wealth Advisors LLC | 59 | $7.84K | 0.00% | +59 | New |
| Fortitude Family Office, LLC | 74 | $9.84K | 0.00% | −3−3.9% | Reduced |
| Flagship Harbor Advisors, LLC | 75 | $9.97K | 0.00% | +75 | New |
| Rothschild Investment LLC | 79 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 82 | $10.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 82 | $10.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 91 | $12.1K | 0.00% | +91 | New |
| Park Place Capital Corp | 94 | $12.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 97 | $12.9K | 0.00% | +12+14.1% | Added |
| Rexford Capital Inc | 100 | $13.3K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 100 | $13.3K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 105 | $14.0K | 0.00% | +15+16.7% | Added |
| Private Trust Co NA | 108 | $14.4K | 0.00% | +93+620.0% | Added |
| Whittier Trust Co of Nevada Inc | 111 | $14.4K | 0.00% | −2−1.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 110 | $14.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 112 | $14.9K | 0.00% | +68+154.5% | Added |
| Massmutual Trust Co FSB | 118 | $15.7K | 0.00% | −23−16.3% | Reduced |
| Bessemer Group Inc | 121 | $16.0K | 0.00% | +8+7.1% | Added |
| TD Private Client Wealth LLC | 122 | $16.2K | 0.00% | +5+4.3% | Added |
| Eurizon Capital SGR S.p.A. | 133 | $17.9K | 0.00% | +133 | New |
| Signature Equity Partners, LLC | 135 | $17.9K | 0.01% | +135 | New |
| Cullen/Frost Bankers, Inc. | 138 | $18.3K | 0.00% | +12+9.5% | Added |
| DecisionPoint Financial, LLC | 200 | $26.6K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 200 | $26.6K | 0.01% | +200 | New |
| Essential Partners LLC | 202 | $26.8K | 0.01% | −24−10.6% | Reduced |
| Smartleaf Asset Management LLC | 204 | $27.5K | 0.00% | +85+71.4% | Added |
| WealthCollab, LLC | 210 | $27.9K | 0.01% | +29+16.0% | Added |
| Northwestern Mutual Wealth Management Co | 213 | $28.3K | 0.00% | +143+204.3% | Added |
| Versant Capital Management, Inc | 234 | $31.1K | 0.00% | −36−13.3% | Reduced |
| Sterling Capital Management LLC | 237 | $31.5K | 0.00% | +148+166.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 243 | $32.3K | 0.00% | +243 | New |
| IFP Advisors, Inc | 269 | $35.8K | 0.00% | −434−61.7% | Reduced |
| Jones Financial Companies LLLP | 278 | $36.9K | 0.00% | +124+80.5% | Added |
| Catalyst Capital Advisors LLC | 280 | $37.2K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 280 | $37.2K | 0.00% | +280 | New |
| Hoey Investments, Inc | 300 | $39.9K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 326 | $43.0K | 0.00% | +326 | New |
| Richardson Financial Services Inc. | 345 | $45.9K | 0.03% | +193+127.0% | Added |
| SBI Securities Co., Ltd. | 354 | $47.0K | 0.00% | −18−4.8% | Reduced |
| Natixis | 369 | $49.0K | 0.00% | −19−4.9% | Reduced |
