| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $75 | 0.00% | 0 | New |
| Maryland Capital Advisors Inc. | 1 | $98 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 2 | $195 | 0.00% | −23−92.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 2 | $195 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $195 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $291 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $293 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $392 | 0.00% | +3+300.0% | Added |
| SHP Wealth Management | 4 | $397 | 0.00% | −2−33.3% | Reduced |
| American Capital Advisory, LLC | 6 | $585 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 6 | $585 | 0.00% | +6 | New |
| Key Capital Management, INC | 7 | $682 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $685 | 0.00% | −6−46.2% | Reduced |
| Rakuten Securities, Inc. | 10 | $974 | 0.00% | +10 | New |
| Geneos Wealth Management Inc. | 10 | $977 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $1.07K | 0.00% | −9−45.0% | Reduced |
| Westside Investment Management, Inc. | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 11 | $1.07K | 0.00% | +11 | New |
| First Command Advisory Services, Inc. | 12 | $1.17K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 12 | $1.17K | 0.00% | +2+20.0% | Added |
| HFM Investment Advisors, LLC | 12 | $1.17K | 0.00% | +6+100.0% | Added |
| Kilter Group LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 14 | $1.36K | 0.00% | +14 | New |
| Financial Network Wealth Advisors LLC | 15 | $1.46K | 0.00% | −59−79.7% | Reduced |
| Private Trust Co NA | 16 | $1.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.56K | 0.00% | +1+6.7% | Added |
| Bogart Wealth, LLC | 16 | $1.56K | 0.00% | +11+220.0% | Added |
| Quarry LP | 16 | $1.56K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $1.66K | 0.00% | +1+6.3% | Added |
| Principia Wealth Advisory, LLC | 17 | $1.66K | 0.00% | +1+6.3% | Added |
| WPG Advisers, LLC | 18 | $1.75K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $1.85K | 0.00% | +4+26.7% | Added |
| Quest 10 Wealth Builders, Inc. | 19 | $1.85K | 0.00% | +19 | New |
| Montgomery Financial Services LLC | 20 | $1.95K | 0.00% | +20 | New |
| JPL Wealth Management, LLC | 20 | $1.95K | 0.00% | −30−60.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21 | $2.05K | 0.00% | −14−40.0% | Reduced |
| UMA Financial Services, Inc. | 21 | $2.05K | 0.00% | +6+40.0% | Added |
| Bell Investment Advisors, Inc | 22 | $2.14K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 24 | $2.34K | 0.00% | +24 | New |
| South State Corp. | 25 | $2.44K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 26 | $2.58K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 27 | $2.63K | 0.00% | +27 | New |
| Cromwell Holdings LLC | 27 | $2.64K | 0.00% | +13+92.9% | Added |
| Creative Capital Management Investments LLC | 29 | $2.83K | 0.00% | +29 | New |
| SBI Securities Co., Ltd. | 33 | $3.21K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 33 | $3.21K | 0.00% | +33 | New |
| Transamerica Financial Advisors, Inc. | 35 | $3.45K | 0.00% | −1−2.8% | Reduced |
| Persistent Asset Partners Ltd | 36 | $3.51K | 0.00% | +36 | New |
| Bare Financial Services, Inc | 37 | $3.60K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 40 | $3.90K | 0.00% | +40 | New |
| Cedar Mountain Advisors, LLC | 45 | $4.38K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 48 | $4.68K | 0.00% | +6+14.3% | Added |
| Truvestments Capital LLC | 49 | $4.77K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 50 | $4.87K | 0.00% | −8−13.8% | Reduced |
| C M Bidwell & Associates Ltd | 50 | $4.87K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 52 | $5.07K | 0.00% | −52−50.0% | Reduced |
| Assetmark, Inc | 53 | $5.20K | 0.00% | +7+15.2% | Added |
| Private Wealth Management Group, LLC | 57 | $5.55K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 60 | $5.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $5.86K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 65 | $6.04K | 0.00% | +65 | New |
| Manchester Capital Management LLC | 65 | $6.33K | 0.00% | +4+6.6% | Added |
| Newbridge Financial Services Group, Inc. | 66 | $6.47K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 73 | $7.11K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 75 | $7.31K | 0.00% | +75 | New |
| Fortis Group Advisors, LLC | 76 | $7.40K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 77 | $7.50K | 0.00% | −24,680−99.7% | Reduced |
| Picton Mahoney Asset Management | 80 | $7.79K | 0.00% | +80 | New |
| CVA Family Office, LLC | 82 | $7.99K | 0.00% | −36−30.5% | Reduced |
| Rossby Financial, LCC | 82 | $7.99K | 0.00% | +6+7.9% | Added |
| City State Bank | 83 | $8.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 84 | $8.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 86 | $8.38K | 0.00% | −7−7.5% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 87 | $8.48K | 0.00% | +37+74.0% | Added |
| Whittier Trust Co of Nevada Inc | 90 | $8.52K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 94 | $9.16K | 0.00% | +94 | New |
| Danske Bank A/S | 100 | $9.74K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $9.74K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 110 | $10.7K | 0.00% | −57−34.1% | Reduced |
| S&T Bank | 114 | $11.1K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 118 | $11.5K | 0.00% | −3−2.5% | Reduced |
| Boreal Capital Management LLC | 120 | $11.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 126 | $12.3K | 0.00% | −105−45.5% | Reduced |
| Atlantic Trust, LLC | 126 | $12.3K | 0.00% | +51+68.0% | Added |
| Central Trust Co | 130 | $12.7K | 0.00% | +66+103.1% | Added |
| Owl Creek Wealth Partners LLC | 134 | $13.1K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 142 | $13.8K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 145 | $14.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 149 | $14.5K | 0.00% | +66+79.5% | Added |
| Activest Wealth Management | 154 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bayban | 162 | $15.8K | 0.01% | −106−39.6% | Reduced |
| Ogorek Anthony Joseph | 182 | $17.0K | 0.00% | 00.0% | Unchanged |