| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $89 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $145 | 0.00% | +2 | New |
| Rossby Financial, LCC | 3 | $216 | 0.00% | +3 | New |
| Parallel Advisors, LLC | 5 | $361 | 0.00% | −10−66.7% | Reduced |
| Harbour Investments, Inc. | 5 | $361 | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 5 | $361 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 7 | $505 | 0.00% | +7 | New |
| Basecamp Wealth Advisors LLC | 7 | $505 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 7 | $506 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $506 | 0.00% | +7 | New |
| Keating Financial Advisory Services, Inc. | 9 | $649 | 0.00% | +9 | New |
| CVA Family Office, LLC | 10 | $722 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $722 | 0.00% | +10 | New |
| Montag A & Associates Inc | 15 | $1.05K | 0.00% | −5−25.0% | Reduced |
| Elequin Capital LP | 16 | $1.16K | 0.00% | +16 | New |
| Kingdom Financial Group LLC. | 17 | $1.23K | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 18 | $1.30K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 19 | $1.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $1.44K | 0.00% | +20 | New |
| Marquette Asset Management, LLC | 26 | $1.88K | 0.00% | +5+23.8% | Added |
| Farmers & Merchants Investments Inc | 29 | $2.09K | 0.00% | +10+52.6% | Added |
| Golden State Wealth Management, LLC | 33 | $2.38K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 38 | $2.74K | 0.00% | −46−54.8% | Reduced |
| Bare Financial Services, Inc | 38 | $2.74K | 0.00% | +38 | New |
| Clearstead Advisors, LLC | 39 | $2.81K | 0.00% | +18+85.7% | Added |
| Manchester Capital Management LLC | 46 | $3.32K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 54 | $3.90K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 60 | $4.33K | 0.00% | +60 | New |
| MidFirst Bank | 2,765 | $4.40K | 0.00% | +2,765 | New |
| First Command Advisory Services, Inc. | 62 | $4.47K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 68 | $4.91K | 0.00% | −42−38.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 70 | $5.05K | 0.00% | +70 | New |
| Brown Brothers Harriman & Co | 98 | $7.07K | 0.00% | +98 | New |
| Horizon Financial Services, LLC | 100 | $7.22K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $7.22K | 0.00% | +19+23.5% | Added |
| MAI Capital Management | 100 | $7.22K | 0.00% | +97+3,233.3% | Added |
| First Pacific Financial | 100 | $7.22K | 0.00% | +100 | New |
| SageView Advisory Group, LLC | 100 | $7.22K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 100 | $7.22K | 0.00% | −702−87.5% | Reduced |
| GWM Advisors LLC | 102 | $7.36K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 105 | $7.58K | 0.01% | −261−71.3% | Reduced |
| Advisor Group Holdings, Inc. | 117 | $8.44K | 0.00% | −7,052−98.4% | Reduced |
| Assetmark, Inc | 117 | $8.44K | 0.00% | +78+200.0% | Added |
| Private Wealth Management Group, LLC | 121 | $8.73K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 137 | $9.89K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 138 | $9.96K | 0.00% | +73+112.3% | Added |
| Quarry LP | 142 | $10.2K | 0.00% | −555−79.6% | Reduced |
| International Assets Investment Management, LLC | 142 | $10.2K | 0.00% | +142 | New |
| CIBC Private Wealth Group, LLC | 144 | $10.4K | 0.00% | +3+2.1% | Added |
| Parkside Financial Bank & Trust | 153 | $11.0K | 0.00% | +124+427.6% | Added |
| Ankerstar Wealth, LLC | 155 | $11.2K | 0.01% | +155 | New |
| SBI Securities Co., Ltd. | 185 | $13.3K | 0.00% | −52−21.9% | Reduced |
| EverSource Wealth Advisors, LLC | 195 | $14.1K | 0.00% | +155+387.5% | Added |
| Private Trust Co NA | 202 | $14.6K | 0.00% | +10+5.2% | Added |
| Aster Capital Management (DIFC) Ltd | 206 | $14.9K | 0.01% | −1,488−87.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 207 | $15.0K | 0.00% | −163−44.1% | Reduced |
| Rothschild Investment LLC | 215 | $15.5K | 0.00% | +105+95.5% | Added |
| Massmutual Trust Co FSB | 233 | $16.8K | 0.00% | +120+106.2% | Added |
| Strive Financial Group ,LLC | 245 | $17.7K | 0.01% | +245 | New |
| Federation des caisses Desjardins du Quebec | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 263 | $19.0K | 0.01% | +227+630.6% | Added |
| Whittier Trust Co of Nevada Inc | 285 | $20.0K | 0.00% | −4−1.4% | Reduced |
| Financial Perspectives, Inc | 300 | $21.6K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 307 | $22.2K | 0.01% | −53−14.7% | Reduced |
| Larson Financial Group LLC | 308 | $22.2K | 0.00% | −91−22.8% | Reduced |
| EFG International AG | 312 | $22.5K | 0.00% | +312 | New |
| Smartleaf Asset Management LLC | 312 | $22.9K | 0.00% | +120+62.5% | Added |
| Umb Bank N A | 319 | $23.0K | 0.00% | +171+115.5% | Added |
| Ameliora Wealth Management Ltd. | 320 | $23.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 329 | $24.0K | 0.01% | +204+163.2% | Added |
| Hantz Financial Services, Inc. | 348 | $25.0K | 0.00% | +110+46.2% | Added |
| Allworth Financial LP | 358 | $25.8K | 0.00% | +125+53.6% | Added |
| Neo Ivy Capital Management | 423 | $30.5K | 0.00% | +423 | New |
| First Horizon Corp | 457 | $33.0K | 0.00% | −50−9.9% | Reduced |
| Salomon & Ludwin, LLC | 476 | $33.6K | 0.00% | +32+7.2% | Added |
| Signaturefd, LLC | 481 | $34.7K | 0.00% | −104−17.8% | Reduced |
| Pittenger & Anderson Inc | 500 | $36.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 558 | $40.3K | 0.00% | +33+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 559 | $40.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $50.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 924 | $66.7K | 0.00% | +534+136.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 923 | $67.0K | 0.00% | +923 | New |
| Fifth Third Bancorp | 943 | $68.0K | 0.00% | +142+17.7% | Added |
| Essex Investment Management Co LLC | 974 | $70.3K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 989 | $71.4K | 0.00% | −16−1.6% | Reduced |
| REAP Financial Group, LLC | 1,120 | $80.8K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,161 | $83.8K | 0.00% | −87−7.0% | Reduced |
| Asset Management One Co.,Ltd. | 1,127 | $83.8K | 0.00% | −489−30.3% | Reduced |
| Fulcrum Asset Management LLP | 1,255 | $92.2K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,361 | $98.2K | 0.00% | −385−22.1% | Reduced |
| Global Retirement Partners, LLC | 1,378 | $99.4K | 0.00% | +1,331+2,831.9% | Added |
| 1620 Investment Advisors, Inc. | 1,379 | $99.5K | 0.07% | +30+2.2% | Added |
| Kemnay Advisory Services Inc. | 1,418 | $102.3K | 0.02% | +1,418 | New |
| KBC Group NV | 1,696 | $122.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,780 | $128.4K | 0.00% | +1,780 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,798 | $129.7K | 0.01% | +1,798 | New |