| Avion Wealth | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $122 | 0.00% | −41−97.6% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $122 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1 | $122 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $122 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2 | $243 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $244 | 0.00% | +1+100.0% | Added |
| Dunhill Financial, LLC | 2 | $297 | 0.00% | +1+100.0% | Added |
| Trust Co | 3 | $366 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $367 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $367 | 0.00% | +3 | New |
| Rossby Financial, LCC | 4 | $488 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $488 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $488 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4 | $488 | 0.00% | +4 | New |
| CVA Family Office, LLC | 4 | $488 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $489 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 5 | $610 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 5 | $610 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $732 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 6 | $732 | 0.00% | +6 | New |
| Ankerstar Wealth, LLC | 7 | $854 | 0.00% | +7 | New |
| Hilton Head Capital Partners, LLC | 7 | $854 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 8 | $977 | 0.00% | −8−50.0% | Reduced |
| South State Corp. | 9 | $1.10K | 0.00% | −5−35.7% | Reduced |
| Retirement Wealth Solutions LLC | 9 | $1.10K | 0.00% | +3+50.0% | Added |
| Bruce G. Allen Investments, LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| City State Bank | 11 | $1.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $1.59K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 15 | $1.83K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 18 | $2.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $2.56K | 0.00% | +21 | New |
| Westfuller Advisors, LLC | 22 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 22 | $2.67K | 0.00% | −40−64.5% | Reduced |
| Fortitude Family Office, LLC | 24 | $2.93K | 0.00% | +12+100.0% | Added |
| Manchester Capital Management LLC | 25 | $3.05K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 27 | $3.30K | 0.00% | −2−6.9% | Reduced |
| Sachetta, LLC | 33 | $4.03K | 0.00% | +20+153.8% | Added |
| Root Financial Partners, LLC | 36 | $4.39K | 0.00% | +2+5.9% | Added |
| High Note Wealth, LLC | 37 | $4.51K | 0.00% | −2−5.1% | Reduced |
| First Horizon Corp | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 47 | $5.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $5.98K | 0.00% | −16−24.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 50 | $6.10K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 50 | $6.10K | 0.00% | +17+51.5% | Added |
| Bogart Wealth, LLC | 54 | $6.62K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 59 | $7.20K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 60 | $7.32K | 0.00% | −1−1.6% | Reduced |
| Frazier Financial Advisors, LLC | 62 | $7.57K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 72 | $8.79K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $8.79K | 0.00% | +72 | New |
| Geneos Wealth Management Inc. | 76 | $9.28K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76 | $9.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 92 | $11.2K | 0.00% | +10+12.2% | Added |
| LRI Investments, LLC | 97 | $11.8K | 0.00% | +28+40.6% | Added |
| Quent Capital, LLC | 102 | $12.4K | 0.00% | −210−67.3% | Reduced |
| Clearstead Advisors, LLC | 105 | $12.8K | 0.00% | −1,150−91.6% | Reduced |
| Tower Research Capital LLC (TRC) | 117 | $14.3K | 0.00% | −1,659−93.4% | Reduced |
| Signaturefd, LLC | 118 | $14.4K | 0.00% | −197−62.5% | Reduced |
| Global Retirement Partners, LLC | 122 | $14.9K | 0.00% | −194−61.4% | Reduced |
| Versant Capital Management, Inc | 123 | $15.0K | 0.00% | +81+192.9% | Added |
| Massmutual Trust Co FSB | 139 | $17.0K | 0.00% | −71−33.8% | Reduced |
| Basecamp Wealth Advisors LLC | 147 | $17.9K | 0.00% | +147 | New |
| SageView Advisory Group, LLC | 179 | $21.9K | 0.00% | +179 | New |
| Los Angeles Capital Management LLC | 176 | $22.0K | 0.00% | +176 | New |
| Quadrant Capital Group LLC | 196 | $23.9K | 0.00% | −1,161−85.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 196 | $23.9K | 0.00% | +196 | New |
| Wall Street Access Asset Management, LLC | 200 | $24.4K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 200 | $24.4K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 200 | $24.4K | 0.00% | +200 | New |
| Huntington National Bank | 202 | $24.7K | 0.00% | −166−45.1% | Reduced |
| Harbour Investments, Inc. | 211 | $25.8K | 0.00% | −21−9.1% | Reduced |
| Acadian Asset Management LLC | 216 | $26.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 250 | $31.0K | 0.00% | +113+82.5% | Added |
| V-Square Quantitative Management LLC | 304 | $37.1K | 0.00% | +304 | New |
| Hager Investment Management Services, LLC | 305 | $37.2K | 0.02% | −5−1.6% | Reduced |
| Nomura Asset Management Co Ltd | 310 | $37.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 311 | $38.0K | 0.00% | +113+57.1% | Added |
| Sound Income Strategies, LLC | 371 | $38.2K | 0.00% | +371 | New |
| Salomon & Ludwin, LLC | 336 | $41.8K | 0.00% | −38−10.2% | Reduced |
| CIBC Private Wealth Group, LLC | 354 | $43.2K | 0.00% | +10+2.9% | Added |
| Kestra Advisory Services, LLC | 371 | $45.3K | 0.00% | +371 | New |
| Quarry LP | 384 | $46.9K | 0.01% | −194−33.6% | Reduced |
| Hantz Financial Services, Inc. | 392 | $48.0K | 0.00% | +113+40.5% | Added |
| Parallel Advisors, LLC | 412 | $50.3K | 0.00% | −628−60.4% | Reduced |
| Danske Bank A/S | 441 | $53.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 450 | $54.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 457 | $55.8K | 0.01% | +457 | New |
| Northwestern Mutual Wealth Management Co | 513 | $62.6K | 0.00% | −1,246−70.8% | Reduced |
| Godsey & Gibb Associates | 550 | $67.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 568 | $69.3K | 0.00% | +75+15.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 600 | $73.2K | 0.01% | −96−13.8% | Reduced |
| IFP Advisors, Inc | 650 | $79.3K | 0.00% | +443+214.0% | Added |
| Jones Financial Companies LLLP | 686 | $83.8K | 0.00% | +117+20.6% | Added |
| MetLife Investment Management | 722 | $88.1K | 0.00% | −14−1.9% | Reduced |