| Avion Wealth | 22 | $0 | 0.00% | −96−81.4% | Reduced |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | −26−81.3% | Reduced |
| Raffa Wealth Management, LLC | 1 | $25 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $25 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $25 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $51 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $51 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 3 | $76 | 0.00% | −18−85.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 3 | $76 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $76 | 0.00% | +1+50.0% | Added |
| Cassaday & Co Wealth Management LLC | 3 | $77 | 0.00% | +3 | New |
| Abound Wealth Management | 5 | $127 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $153 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 7 | $178 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $178 | 0.00% | +6+600.0% | Added |
| Whipplewood Advisors, LLC | 8 | $203 | 0.00% | +8 | New |
| Assetmark, Inc | 8 | $209 | 0.00% | −279−97.2% | Reduced |
| Grove Bank & Trust | 11 | $279 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12 | $296 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $406 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 19 | $483 | 0.00% | −114−85.7% | Reduced |
| Zions Bancorporation, National Association | 19 | $483 | 0.00% | +19 | New |
| JFS Wealth Advisors, LLC | 21 | $534 | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $635 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 27 | $667 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $686 | 0.00% | −384−93.4% | Reduced |
| JPL Wealth Management, LLC | 28 | $712 | 0.00% | +28 | New |
| South State Corp. | 30 | $762 | 0.00% | −20−40.0% | Reduced |
| Osbon Capital Management LLC | 30 | $762 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 33 | $834 | 0.00% | +33 | New |
| DT Investment Partners, LLC | 33 | $839 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 34 | $864 | 0.00% | +34 | New |
| Truvestments Capital LLC | 34 | $865 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 38 | $965 | 0.00% | −20−34.5% | Reduced |
| Rakuten Securities, Inc. | 41 | $1.04K | 0.00% | +2+5.1% | Added |
| Farmers & Merchants Investments Inc | 45 | $1.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 46 | $1.17K | 0.00% | +46 | New |
| Harbour Investments, Inc. | 52 | $1.32K | 0.00% | −4−7.1% | Reduced |
| CoreCap Advisors, LLC | 53 | $1.35K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 55 | $1.40K | 0.00% | +24+77.4% | Added |
| Cornerstone Planning Group LLC | 56 | $1.49K | 0.00% | −46−45.1% | Reduced |
| Prestige Wealth Management Group LLC | 59 | $1.50K | 0.00% | −34−36.6% | Reduced |
| Paladin Partners, LLC | 66 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 74 | $1.87K | 0.00% | −28−27.5% | Reduced |
| Ogorek Anthony Joseph | 102 | $2.00K | 0.00% | +63+161.5% | Added |
| Private Trust Co NA | 79 | $2.01K | 0.00% | +79 | New |
| Wall Street Financial Group, Inc. | 80 | $2.03K | 0.00% | +80 | New |
| CVA Family Office, LLC | 91 | $2.31K | 0.00% | +91 | New |
| Danske Bank A/S | 100 | $2.54K | 0.00% | −1,000−90.9% | Reduced |
| MV Capital Management, Inc. | 105 | $2.67K | 0.00% | −157−59.9% | Reduced |
| Holos Integrated Wealth LLC | 115 | $2.77K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 118 | $3.00K | 0.00% | −18−13.2% | Reduced |
| Bell Investment Advisors, Inc | 121 | $3.07K | 0.00% | −49−28.8% | Reduced |
| Salomon & Ludwin, LLC | 122 | $3.08K | 0.00% | −575−82.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 122 | $3.10K | 0.00% | +92+306.7% | Added |
| Salem Investment Counselors Inc | 125 | $3.17K | 0.00% | +125 | New |
| Strengthening Families & Communities, LLC | 139 | $3.52K | 0.00% | +139 | New |
| Twin Peaks Wealth Advisors, LLC | 146 | $3.71K | 0.00% | +146 | New |
| Sachetta, LLC | 148 | $3.76K | 0.00% | +67+82.7% | Added |
| Bruce G. Allen Investments, LLC | 156 | $3.96K | 0.00% | +60+62.5% | Added |
| ZRC Wealth Management, LLC | 161 | $4.09K | 0.00% | +161 | New |
| GHP Investment Advisors, Inc. | 166 | $4.22K | 0.00% | +166 | New |
| Boyd Watterson Asset Management LLC | 175 | $4.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 176 | $4.47K | 0.00% | +58+49.2% | Added |
| Quent Capital, LLC | 178 | $4.53K | 0.00% | −1,939−91.6% | Reduced |
| American National Bank | 192 | $4.88K | 0.00% | −2−1.0% | Reduced |
| Smithfield Trust Co | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 197 | $5.00K | 0.00% | +41+26.3% | Added |
| LRI Investments, LLC | 200 | $5.08K | 0.00% | +200 | New |
| High Note Wealth, LLC | 210 | $5.33K | 0.00% | +210 | New |
| Leonteq Securities AG | 222 | $5.64K | 0.00% | −2,742−92.5% | Reduced |
| Bare Financial Services, Inc | 231 | $5.87K | 0.00% | +57+32.8% | Added |
| Highline Wealth Partners LLC | 234 | $5.94K | 0.00% | +234 | New |
| Bogart Wealth, LLC | 249 | $6.33K | 0.00% | +174+232.0% | Added |
| Root Financial Partners, LLC | 300 | $7.62K | 0.00% | +185+160.9% | Added |
| Johnson Financial Group, Inc. | 335 | $8.51K | 0.00% | −474−58.6% | Reduced |
| TD Waterhouse Canada Inc. | 350 | $8.63K | 0.00% | +350 | New |
| Rossby Financial, LCC | 360 | $8.88K | 0.00% | +13+3.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 364 | $9.25K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 417 | $10.6K | 0.00% | −193−31.6% | Reduced |
| Owl Creek Wealth Partners LLC | 450 | $11.4K | 0.00% | +450 | New |
| Wealth Preservation Advisors, LLC | 481 | $12.2K | 0.01% | +481 | New |
| Cullen/Frost Bankers, Inc. | 487 | $12.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 500 | $12.7K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 522 | $13.0K | 0.00% | +15+3.0% | Added |
| Ancora Advisors, LLC | 539 | $13.7K | 0.00% | −1,370−71.8% | Reduced |
| Investors Research Corp | 600 | $15.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 600 | $15.2K | 0.01% | +600 | New |
| Umb Bank N A | 612 | $15.5K | 0.00% | −102−14.3% | Reduced |
| Financial Consulate, Inc | 625 | $15.9K | 0.00% | −18−2.8% | Reduced |
| Bayforest Capital Ltd | 638 | $16.2K | 0.02% | −2,184−77.4% | Reduced |
| Activest Wealth Management | 670 | $17.0K | 0.00% | −196−22.6% | Reduced |
| Advisor Group Holdings, Inc. | 721 | $18.4K | 0.00% | −705−49.4% | Reduced |
| GWM Advisors LLC | 813 | $20.6K | 0.00% | −27−3.2% | Reduced |
| SBI Securities Co., Ltd. | 823 | $20.9K | 0.00% | +683+487.9% | Added |
| Toth Financial Advisory Corp | 900 | $22.9K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 985 | $25.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 551 | $30.1K | 0.01% | −9,737−94.6% | Reduced |
| Private Wealth Asset Management, LLC | 1,222 | $31.0K | 0.00% | 00.0% | Unchanged |
