| Avion Wealth | 64 | $0 | 0.00% | −507−88.8% | Reduced |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3 | $37 | 0.00% | 00.0% | Unchanged |
| City State Bank | 4 | $49 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $62 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 6 | $74 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 9 | $111 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $111 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $124 | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 10 | $124 | 0.00% | +10 | New |
| Curio Wealth, LLC | 10 | $124 | 0.00% | +10 | New |
| Salomon & Ludwin, LLC | 13 | $167 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 14 | $173 | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 15 | $185 | 0.00% | +1+7.1% | Added |
| Vermillion Wealth Management, Inc. | 16 | $198 | 0.00% | +16 | New |
| Fort Vancouver Investment Management, LLC | 16 | $198 | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 18 | $222 | 0.00% | +18 | New |
| Front Row Advisors LLC | 20 | $247 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 20 | $247 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 21 | $260 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 22 | $272 | 0.00% | +22 | New |
| Bay Harbor Wealth Management, LLC | 23 | $284 | 0.00% | +12+109.1% | Added |
| Silicon Valley Capital Partners | 23 | $284 | 0.00% | +23 | New |
| Hurley Capital, LLC | 25 | $309 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $309 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $482 | 0.00% | −32−45.1% | Reduced |
| Ancora Advisors, LLC | 40 | $494 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $594 | 0.00% | +25+108.7% | Added |
| Quent Capital, LLC | 49 | $606 | 0.00% | +49 | New |
| Vision Financial Markets LLC | 50 | $618 | 0.00% | 00.0% | Unchanged |
| Trust Co | 50 | $618 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 50 | $618 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 54 | $667 | 0.00% | +54 | New |
| Marquette Asset Management, LLC | 57 | $705 | 0.00% | −16−21.9% | Reduced |
| AdvisorNet Financial, Inc | 60 | $742 | 0.00% | −30−33.3% | Reduced |
| JPL Wealth Management, LLC | 60 | $742 | 0.00% | +60 | New |
| Cullen/Frost Bankers, Inc. | 64 | $791 | 0.00% | +49+326.7% | Added |
| Rialto Wealth Management, LLC | 64 | $792 | 0.00% | +55+611.1% | Added |
| SJS Investment Consulting Inc. | 77 | $952 | 0.00% | +65+541.7% | Added |
| Cornerstone Planning Group LLC | 50 | $1.02K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 92 | $1.14K | 0.00% | +92 | New |
| Kilter Group LLC | 94 | $1.16K | 0.00% | −11−10.5% | Reduced |
| Quarry LP | 96 | $1.19K | 0.00% | −73−43.2% | Reduced |
| JFS Wealth Advisors, LLC | 99 | $1.22K | 0.00% | +43+76.8% | Added |
| Jones Financial Companies LLLP | 101 | $1.29K | 0.00% | +75+288.5% | Added |
| Signature Resources Capital Management, LLC | 152 | $1.88K | 0.00% | −848−84.8% | Reduced |
| Dogwood Wealth Management LLC | 156 | $1.93K | 0.00% | +156 | New |
| HighMark Wealth Management LLC | 160 | $1.98K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 181 | $2.24K | 0.00% | −23,056−99.2% | Reduced |
| Portus Wealth Advisors, LLC | 184 | $2.27K | 0.00% | +184 | New |
| Zions Bancorporation, National Association | 199 | $2.46K | 0.00% | +199 | New |
| Spire Wealth Management | 200 | $2.47K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 220 | $2.72K | 0.00% | +90+69.2% | Added |
| Parkside Financial Bank & Trust | 231 | $2.86K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $3.09K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 259 | $3.20K | 0.00% | +259 | New |
| UMA Financial Services, Inc. | 260 | $3.21K | 0.00% | −65−20.0% | Reduced |
| TD Waterhouse Canada Inc. | 260 | $3.25K | 0.00% | +200+333.3% | Added |
| Glen Eagle Advisors, LLC | 265 | $3.27K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 265 | $3.27K | 0.00% | +176+197.8% | Added |
| CVA Family Office, LLC | 272 | $3.36K | 0.00% | +272 | New |
| IFP Advisors, Inc | 287 | $3.55K | 0.00% | −1,490−83.8% | Reduced |
| Sunbelt Securities, Inc. | 320 | $3.96K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 325 | $4.08K | 0.00% | −4,595−93.4% | Reduced |
| Atlantic Union Bankshares Corp | 341 | $4.22K | 0.00% | +340+34,000.0% | Added |
| N.E.W. Advisory Services LLC | 364 | $4.50K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 411 | $5.08K | 0.00% | −18,783−97.9% | Reduced |
| Fortitude Family Office, LLC | 417 | $5.15K | 0.00% | +86+26.0% | Added |
| Covestor Ltd | 520 | $6.00K | 0.00% | +505+3,366.7% | Added |
| Wall Street Access Asset Management, LLC | 500 | $6.18K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 500 | $6.18K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 500 | $6.18K | 0.00% | +464+1,288.9% | Added |
| Evelyn Partners Investment Management Services Ltd | 504 | $6.23K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 532 | $6.58K | 0.00% | +532 | New |
| Versant Capital Management, Inc | 534 | $6.60K | 0.00% | +127+31.2% | Added |
| EFG International AG | 550 | $6.80K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 580 | $7.28K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 600 | $7.42K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 651 | $8.05K | 0.00% | −330−33.6% | Reduced |
| SRS Capital Advisors, Inc. | 745 | $9.21K | 0.00% | +48+6.9% | Added |
| Massmutual Trust Co FSB | 768 | $9.49K | 0.00% | +768 | New |
| EverSource Wealth Advisors, LLC | 952 | $11.8K | 0.00% | +401+72.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 968 | $12.0K | 0.01% | +968 | New |
| Evergreen Advisors, LLC | 1,000 | $12.4K | 0.00% | +1,000 | New |
| Smallwood Wealth Investment Management, LLC | 1,055 | $13.0K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,185 | $14.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,250 | $15.4K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 1,400 | $17.0K | 0.01% | −500−26.3% | Reduced |
| Basecamp Wealth Advisors LLC | 1,415 | $17.5K | 0.00% | +25+1.8% | Added |
| Beacon Pointe Advisors, LLC | 1,488 | $18.4K | 0.00% | +1,488 | New |
| SHP Wealth Management | 1,493 | $18.5K | 0.00% | −2−0.1% | Reduced |
| Quadrant Capital Group LLC | 1,507 | $18.6K | 0.00% | +1,507 | New |
| Los Angeles Capital Management LLC | 1,533 | $18.9K | 0.00% | −2,547−62.4% | Reduced |
| Harbour Investments, Inc. | 1,734 | $21.4K | 0.00% | +937+117.6% | Added |
| Hollencrest Capital Management | 1,765 | $21.8K | 0.00% | +1,615+1,076.7% | Added |
| Advisory Services Network, LLC | 1,838 | $22.7K | 0.00% | +1,838 | New |
| Signaturefd, LLC | 1,957 | $24.2K | 0.00% | +224+12.9% | Added |
| Rothschild Investment LLC | 2,097 | $25.9K | 0.00% | +162+8.4% | Added |
| Kemnay Advisory Services Inc. | 2,336 | $28.9K | 0.00% | −5,219−69.1% | Reduced |