| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Maryland Capital Advisors Inc. | 1 | $37 | 0.00% | +1 | New |
| Davis Capital Management | 3 | $110 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $110 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 4 | $146 | 0.00% | +4 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 5 | $183 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $256 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 8 | $293 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $344 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $402 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 12 | $438 | 0.00% | +12 | New |
| Ankerstar Wealth, LLC | 12 | $440 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $511 | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 15 | $548 | 0.00% | +4+36.4% | Added |
| HFM Investment Advisors, LLC | 17 | $622 | 0.00% | +3+21.4% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $695 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 26 | $950 | 0.00% | +26 | New |
| Synergy Investment Management, LLC | 27 | $952 | 0.00% | +27 | New |
| International Assets Investment Management, LLC | 29 | $1.06K | 0.00% | +19+190.0% | Added |
| Ameritas Advisory Services, LLC | 29 | $1.06K | 0.00% | +29 | New |
| Wealth Enhancement Trust Services, Inc. | 30 | $1.10K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 31 | $1.13K | 0.00% | +9+40.9% | Added |
| Steward Partners Investment Advisory, LLC | 33 | $1.21K | 0.00% | −296−90.0% | Reduced |
| Ronald Blue Trust, Inc. | 34 | $1.24K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $1.28K | 0.00% | +35 | New |
| CBIZ Investment Advisory Services, LLC | 49 | $1.30K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 41 | $1.42K | 0.00% | +41 | New |
| Rialto Wealth Management, LLC | 39 | $1.43K | 0.00% | +9+30.0% | Added |
| Keating Financial Advisory Services, Inc. | 43 | $1.57K | 0.00% | +1+2.4% | Added |
| Raffa Wealth Management, LLC | 44 | $1.61K | 0.00% | −1−2.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 53 | $1.94K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 54 | $1.97K | 0.00% | −11−16.9% | Reduced |
| Ameriflex Group, Inc. | 54 | $1.97K | 0.00% | +54 | New |
| Navigoe, LLC | 65 | $2.00K | 0.00% | +9+16.1% | Added |
| MV Capital Management, Inc. | 56 | $2.05K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 56 | $2.05K | 0.00% | +1+1.8% | Added |
| Manchester Capital Management LLC | 64 | $2.34K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 68 | $2.49K | 0.00% | +68 | New |
| Sachetta, LLC | 73 | $2.67K | 0.00% | +2+2.8% | Added |
| Twin Tree Management, LP | 79 | $2.89K | 0.00% | +79 | New |
| Fortitude Family Office, LLC | 81 | $2.96K | 0.00% | +14+20.9% | Added |
| Kilter Group LLC | 94 | $3.43K | 0.00% | −14−13.0% | Reduced |
| JFS Wealth Advisors, LLC | 99 | $3.62K | 0.00% | +18+22.2% | Added |
| Essential Partners LLC | 105 | $3.84K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 98 | $4.00K | 0.00% | +12+14.0% | Added |
| UMA Financial Services, Inc. | 116 | $4.24K | 0.00% | +31+36.5% | Added |
| WealthCollab, LLC | 121 | $4.42K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 122 | $4.46K | 0.00% | +7+6.1% | Added |
| IFP Advisors, Inc | 124 | $4.53K | 0.00% | −12−8.8% | Reduced |
| Torren Management, LLC | 124 | $4.53K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 166 | $6.06K | 0.00% | +6+3.8% | Added |
| City State Bank | 180 | $6.58K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 185 | $6.76K | 0.00% | +185 | New |
| Silver Grove Financial Group, Inc. | 187 | $6.83K | 0.00% | +187 | New |
| Costello Asset Management, INC | 200 | $7.31K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 230 | $8.40K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 230 | $8.40K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 243 | $8.89K | 0.00% | +1+0.4% | Added |
| Manning & Napier Advisors LLC | 248 | $9.14K | 0.00% | +40+19.2% | Added |
| Mather Group, LLC. | 253 | $9.24K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 272 | $9.94K | 0.00% | +1+0.4% | Added |
| Salomon & Ludwin, LLC | 278 | $10.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 278 | $10.2K | 0.00% | +35+14.4% | Added |
| Smartleaf Asset Management LLC | 278 | $10.2K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 281 | $10.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 343 | $12.5K | 0.00% | +3+0.9% | Added |
| Tower Research Capital LLC (TRC) | 358 | $13.1K | 0.00% | −2,081−85.3% | Reduced |
| Private Wealth Asset Management, LLC | 370 | $13.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 437 | $16.0K | 0.00% | +9+2.1% | Added |
| Nykredit A/S | 445 | $16.3K | 0.00% | +445 | New |
| Atlantic Trust, LLC | 469 | $17.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 498 | $18.2K | 0.00% | +479+2,521.1% | Added |
| Wellington-Altus USA Inc. | 747 | $19.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 593 | $21.7K | 0.00% | +3+0.5% | Added |
| Massmutual Trust Co FSB | 663 | $24.2K | 0.00% | −86−11.5% | Reduced |
| WPG Advisers, LLC | 670 | $24.5K | 0.01% | +21+3.2% | Added |
| True Wealth Design, LLC | 695 | $25.4K | 0.01% | −6−0.9% | Reduced |
| Huntington National Bank | 755 | $27.6K | 0.00% | −18−2.3% | Reduced |
| Larson Financial Group LLC | 777 | $28.4K | 0.00% | +36+4.9% | Added |
| MetLife Investment Management | 839 | $30.6K | 0.00% | +86+11.4% | Added |
| Westside Investment Management, Inc. | 938 | $34.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 978 | $35.7K | 0.00% | +88+9.9% | Added |
| GWM Advisors LLC | 993 | $36.3K | 0.00% | −88−8.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,332 | $48.7K | 0.00% | −184−12.1% | Reduced |
| Quent Capital, LLC | 1,353 | $49.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,373 | $50.2K | 0.01% | +5+0.4% | Added |
| Bruce G. Allen Investments, LLC | 1,381 | $50.4K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,548 | $56.5K | 0.00% | +1+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,601 | $58.5K | 0.00% | +1,601 | New |
| DekaBank Deutsche Girozentrale | 2,625 | $67.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,064 | $75.4K | 0.00% | −126−5.8% | Reduced |
| SJS Investment Consulting Inc. | 2,125 | $77.6K | 0.01% | +66+3.2% | Added |
| Covestor Ltd | 2,217 | $81.0K | 0.05% | −61−2.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,227 | $81.4K | 0.00% | +2,227 | New |
| KBC Group NV | 2,290 | $84.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,472 | $90.6K | 0.00% | +2,082+533.8% | Added |
| Farther Finance Advisors, LLC | 2,500 | $91.5K | 0.00% | +848+51.3% | Added |
| Rockefeller Capital Management L.P. | 2,521 | $92.1K | 0.00% | −415−14.1% | Reduced |
| GAMMA Investing LLC | 2,632 | $96.1K | 0.00% | +734+38.7% | Added |