| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $204 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $209 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $209 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $210 | 0.00% | +1 | New |
| Zions Bancorporation, National Association | 2 | $419 | 0.00% | −21−91.3% | Reduced |
| Financial Management Professionals, Inc. | 2 | $419 | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2 | $419 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $419 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 2 | $419 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $628 | 0.00% | +2+200.0% | Added |
| Bogart Wealth, LLC | 3 | $628 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 4 | $837 | 0.00% | −3−42.9% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $837 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $837 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 4 | $847 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6 | $1.26K | 0.00% | −199−97.1% | Reduced |
| Walleye Capital LLC | 6 | $1.26K | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $1.26K | 0.00% | +1+20.0% | Added |
| Montag A & Associates Inc | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $1.68K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.68K | 0.00% | +4+100.0% | Added |
| HFM Investment Advisors, LLC | 8 | $1.68K | 0.00% | +5+166.7% | Added |
| Atlantic Trust, LLC | 8 | $1.68K | 0.00% | +8 | New |
| MidFirst Bank | 9 | $1.88K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 9 | $1.88K | 0.00% | +1+12.5% | Added |
| Nemes Rush Group LLC | 9 | $1.92K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 10 | $2.00K | 0.00% | −3−23.1% | Reduced |
| Bellevue Asset Management, LLC | 10 | $2.09K | 0.00% | +10 | New |
| First Horizon Corp | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $2.09K | 0.00% | +4+66.7% | Added |
| Cromwell Holdings LLC | 10 | $2.09K | 0.00% | +5+100.0% | Added |
| Creative Capital Management Investments LLC | 11 | $2.30K | 0.00% | +11 | New |
| Salomon & Ludwin, LLC | 12 | $2.44K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 13 | $2.72K | 0.00% | +13 | New |
| Signature Equity Partners, LLC | 14 | $2.93K | 0.00% | +5+55.6% | Added |
| UMA Financial Services, Inc. | 14 | $2.93K | 0.00% | +10+250.0% | Added |
| Quarry LP | 14 | $2.93K | 0.00% | +14 | New |
| TD Private Client Wealth LLC | 15 | $3.14K | 0.00% | +15 | New |
| Manning & Napier Advisors LLC | 16 | $3.35K | 0.00% | +16 | New |
| Retirement Wealth Solutions LLC | 20 | $4.19K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $4.19K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20 | $4.19K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $4.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $4.61K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $4.61K | 0.00% | +18+450.0% | Added |
| Bell Investment Advisors, Inc | 24 | $5.03K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 29 | $6.07K | 0.00% | +9+45.0% | Added |
| Los Angeles Capital Management LLC | 34 | $7.12K | 0.00% | −149−81.4% | Reduced |
| Rossby Financial, LCC | 34 | $7.12K | 0.00% | +1+3.0% | Added |
| Farmers & Merchants Investments Inc | 36 | $7.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $7.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $9.42K | 0.00% | +2+4.7% | Added |
| Clearstead Advisors, LLC | 45 | $9.42K | 0.00% | +30+200.0% | Added |
| National Bank of Canada | 50 | $10.4K | 0.00% | −93−65.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 52 | $10.9K | 0.00% | −71−57.7% | Reduced |
| Highline Wealth Partners LLC | 53 | $11.1K | 0.00% | +40+307.7% | Added |
| International Assets Investment Management, LLC | 55 | $11.2K | 0.00% | +7+14.6% | Added |
| True Wealth Design, LLC | 56 | $11.7K | 0.00% | −25−30.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 56 | $11.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 58 | $12.1K | 0.00% | +1+1.8% | Added |
| CVA Family Office, LLC | 61 | $12.8K | 0.00% | +47+335.7% | Added |
| Mather Group, LLC. | 63 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 69 | $14.4K | 0.01% | −1,056−93.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 83 | $17.4K | 0.00% | −271−76.6% | Reduced |
| Atlantic Union Bankshares Corp | 85 | $17.8K | 0.00% | −117−57.9% | Reduced |
| JPL Wealth Management, LLC | 91 | $19.1K | 0.00% | +11+13.8% | Added |
| Massmutual Trust Co FSB | 96 | $20.1K | 0.00% | +1+1.1% | Added |
| Geneos Wealth Management Inc. | 100 | $20.9K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 103 | $21.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 104 | $21.8K | 0.00% | +20+23.8% | Added |
| Millstone Evans Group, LLC | 108 | $22.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 111 | $23.2K | 0.00% | +43+63.2% | Added |
| Wellington-Altus USA Inc. | 141 | $24.2K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 116 | $24.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 131 | $27.4K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 143 | $29.9K | 0.01% | −64−30.9% | Reduced |
| Institute for Wealth Management, LLC. | 146 | $30.6K | 0.00% | +146 | New |
| Nomura Asset Management Co Ltd | 150 | $31.4K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 150 | $31.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 151 | $31.6K | 0.00% | −5−3.2% | Reduced |
| Harvest Fund Management Co., Ltd | 174 | $36.0K | 0.00% | −6−3.3% | Reduced |
| Park Place Capital Corp | 177 | $37.1K | 0.01% | +50+39.4% | Added |
| Parallel Advisors, LLC | 179 | $37.5K | 0.00% | +62+53.0% | Added |
| Smartleaf Asset Management LLC | 199 | $41.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 210 | $44.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 258 | $53.9K | 0.00% | −7−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 293 | $61.3K | 0.00% | −454−60.8% | Reduced |
| EverSource Wealth Advisors, LLC | 311 | $65.1K | 0.00% | −276−47.0% | Reduced |
| Covestor Ltd | 340 | $71.0K | 0.04% | +39+13.0% | Added |
| AdvisorNet Financial, Inc | 348 | $72.9K | 0.00% | 00.0% | Unchanged |