| Avion Wealth | 30 | $0 | 0.00% | −12−28.6% | Reduced |
| Raleigh Capital Management Inc. | 0 | $10 | 0.00% | 0 | Unchanged |
| Hughes Financial Services, LLC | 2 | $65 | 0.00% | −28−93.3% | Reduced |
| Prestige Wealth Management Group LLC | 4 | $131 | 0.00% | +4 | New |
| Abound Wealth Management | 5 | $179 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $197 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $197 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8 | $262 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 9 | $295 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 11 | $360 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $361 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $393 | 0.00% | −79−86.8% | Reduced |
| Harbor Investment Advisory, LLC | 12 | $393 | 0.00% | +12 | New |
| Elequin Capital LP | 13 | $425 | 0.00% | −61−82.4% | Reduced |
| Rialto Wealth Management, LLC | 13 | $426 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $434 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $458 | 0.00% | −5,617−99.8% | Reduced |
| Basecamp Wealth Advisors LLC | 15 | $491 | 0.00% | −39−72.2% | Reduced |
| Albion Financial Group | 19 | $622 | 0.00% | +19 | New |
| First Horizon Corp | 20 | $655 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $655 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $655 | 0.00% | +20 | New |
| Motco | 23 | $753 | 0.00% | −468−95.3% | Reduced |
| Bruce G. Allen Investments, LLC | 28 | $916 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 37 | $1.23K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 39 | $1.28K | 0.00% | −8−17.0% | Reduced |
| South State Corp. | 41 | $1.34K | 0.00% | −14−25.5% | Reduced |
| ZRC Wealth Management, LLC | 43 | $1.41K | 0.00% | +43 | New |
| Kempen Capital Management N.V. | 44 | $1.44K | 0.00% | −166,352−100.0% | Reduced |
| Clearstead Advisors, LLC | 45 | $1.47K | 0.00% | −937−95.4% | Reduced |
| Bell Investment Advisors, Inc | 46 | $1.51K | 0.00% | +14+43.8% | Added |
| Cornerstone Planning Group LLC | 44 | $1.54K | 0.00% | +1+2.3% | Added |
| Smartleaf Asset Management LLC | 48 | $1.57K | 0.00% | +6+14.3% | Added |
| Raffa Wealth Management, LLC | 53 | $1.74K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 53 | $1.74K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 57 | $1.87K | 0.00% | −20−26.0% | Reduced |
| High Note Wealth, LLC | 68 | $2.23K | 0.00% | −64−48.5% | Reduced |
| UMA Financial Services, Inc. | 68 | $2.23K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 71 | $2.33K | 0.00% | −34−32.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 75 | $2.45K | 0.00% | +21+38.9% | Added |
| Sunbelt Securities, Inc. | 84 | $2.75K | 0.00% | −15−15.2% | Reduced |
| Capital Analysts, LLC | 72 | $3.00K | 0.00% | −33−31.4% | Reduced |
| Strategic Investment Solutions, Inc. | 93 | $3.04K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 95 | $3.11K | 0.00% | −8−7.8% | Reduced |
| Ancora Advisors, LLC | 102 | $3.34K | 0.00% | −224−68.7% | Reduced |
| Creative Financial Designs Inc | 104 | $3.41K | 0.00% | +1+1.0% | Added |
| Activest Wealth Management | 117 | $3.83K | 0.00% | +117 | New |
| Steward Partners Investment Advisory, LLC | 122 | $3.99K | 0.00% | +122 | New |
| Salomon & Ludwin, LLC | 129 | $4.27K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 136 | $4.45K | 0.00% | +136 | New |
| SJS Investment Consulting Inc. | 145 | $4.75K | 0.00% | +145 | New |
| Rossby Financial, LCC | 149 | $4.89K | 0.00% | +82+122.4% | Added |
| Harbour Investments, Inc. | 160 | $5.24K | 0.00% | −253−61.3% | Reduced |
| Golden State Equity Partners | 170 | $5.56K | 0.00% | +170 | New |
| LGT Financial Advisors LLC | 176 | $5.75K | 0.03% | +2+1.1% | Added |
| True Wealth Design, LLC | 193 | $6.32K | 0.00% | −93−32.5% | Reduced |
| Farmers & Merchants Investments Inc | 202 | $6.61K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 210 | $6.96K | 0.00% | +166+377.3% | Added |
| Capital Advisors, Ltd. LLC | 223 | $7.00K | 0.00% | −107−32.4% | Reduced |
| Atlantic Trust, LLC | 218 | $7.14K | 0.00% | +80+58.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 242 | $7.92K | 0.00% | −16−6.2% | Reduced |
| Cedar Mountain Advisors, LLC | 244 | $7.99K | 0.00% | +81+49.7% | Added |
| Stone House Investment Management, LLC | 255 | $8.35K | 0.00% | +255 | New |
| Private Wealth Management Group, LLC | 266 | $8.71K | 0.00% | +243+1,056.5% | Added |
| Sachetta, LLC | 353 | $11.6K | 0.01% | +247+233.0% | Added |
| Owl Creek Wealth Partners LLC | 360 | $11.8K | 0.00% | +360 | New |
| Larson Financial Group LLC | 365 | $11.9K | 0.00% | −109−23.0% | Reduced |
| Parkside Financial Bank & Trust | 391 | $12.8K | 0.00% | −305−43.8% | Reduced |
| Mather Group, LLC. | 393 | $12.9K | 0.00% | +393 | New |
| Zions Bancorporation, National Association | 406 | $13.3K | 0.00% | −100−19.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 446 | $14.6K | 0.00% | +446 | New |
| Bessemer Group Inc | 466 | $15.0K | 0.00% | +26+5.9% | Added |
| Danske Bank A/S | 500 | $16.4K | 0.00% | −2,300−82.1% | Reduced |
| Axiom Investment Management LLC | 500 | $16.4K | 0.01% | +500 | New |
| EFG International AG | 502 | $16.4K | 0.00% | +502 | New |
| Private Trust Co NA | 524 | $17.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 547 | $17.9K | 0.00% | −1−0.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 592 | $19.4K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 649 | $21.0K | 0.00% | +378+139.5% | Added |
| Quent Capital, LLC | 702 | $23.0K | 0.00% | −295−29.6% | Reduced |
| NBC Securities, Inc. | 733 | $24.0K | 0.00% | +26+3.7% | Added |
| IFP Advisors, Inc | 767 | $25.1K | 0.00% | +57+8.0% | Added |
| Essential Partners LLC | 785 | $25.7K | 0.01% | −1,213−60.7% | Reduced |
| V-Square Quantitative Management LLC | 789 | $25.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 815 | $26.7K | 0.00% | +488+149.2% | Added |
| Wiser Advisor Group LLC | 838 | $27.4K | 0.03% | +8+1.0% | Added |
| Massmutual Trust Co FSB | 874 | $28.6K | 0.00% | +60+7.4% | Added |
| Natixis | 951 | $31.1K | 0.00% | +951 | New |
| Cassaday & Co Wealth Management LLC | 1,000 | $32.7K | 0.00% | +1,000 | New |
| Caitlin John, LLC | 1,077 | $35.3K | 0.02% | −11−1.0% | Reduced |
| Los Angeles Capital Management LLC | 1,095 | $35.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,114 | $36.5K | 0.00% | +1,114 | New |
| RWM Asset Management, LLC | 1,155 | $37.8K | 0.00% | +1,155 | New |
| Prosperity Bancshares Inc | 1,224 | $40.1K | 0.03% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 1,308 | $42.8K | 0.00% | +31+2.4% | Added |
| Highline Wealth Partners LLC | 1,316 | $43.1K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 1,370 | $44.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,403 | $45.9K | 0.00% | +498+55.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,022 | $66.2K | 0.00% | +2,022 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,077 | $68.0K | 0.00% | −623−23.1% | Reduced |
