| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Activest Wealth Management | 1 | $187 | 0.00% | −5−83.3% | Reduced |
| WealthTrak Capital Management LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $364 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $375 | 0.00% | −10−83.3% | Reduced |
| Manchester Capital Management LLC | 2 | $375 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $375 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $375 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $375 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $375 | 0.00% | +2 | New |
| MTM Investment Management, LLC | 2 | $375 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $512 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $553 | 0.00% | +3 | New |
| Glen Eagle Advisors, LLC | 3 | $562 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $563 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $563 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $564 | 0.00% | +1+50.0% | Added |
| Highline Wealth Partners LLC | 4 | $750 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $750 | 0.00% | +3+300.0% | Added |
| Financial Management Professionals, Inc. | 5 | $940 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.31K | 0.00% | −5−41.7% | Reduced |
| Cromwell Holdings LLC | 8 | $1.50K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 9 | $1.69K | 0.00% | −5−35.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $2.06K | 0.00% | +11 | New |
| Mid-American Wealth Advisory Group, Inc. | 11 | $2.06K | 0.00% | +11 | New |
| Arlington Trust Co LLC | 11 | $2.06K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $2.25K | 0.00% | −1−7.7% | Reduced |
| Sachetta, LLC | 12 | $2.25K | 0.00% | +8+200.0% | Added |
| 1 North Wealth Services LLC | 14 | $2.62K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 17 | $3.19K | 0.00% | +17 | New |
| Brown Brothers Harriman & Co | 18 | $3.37K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 18 | $3.37K | 0.00% | −26−59.1% | Reduced |
| Fortitude Family Office, LLC | 19 | $3.56K | 0.00% | +19 | New |
| Bank & Trust Co | 22 | $4.12K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $4.37K | 0.00% | +23 | New |
| Bellevue Asset Management, LLC | 24 | $4.50K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $4.72K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 28 | $5.21K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 28 | $5.25K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 31 | $5.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $5.62K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 31 | $5.81K | 0.00% | −52−62.7% | Reduced |
| Avalon Trust Co | 36 | $6.75K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 37 | $6.93K | 0.00% | −31−45.6% | Reduced |
| Atlantic Trust, LLC | 37 | $6.93K | 0.00% | −9−19.6% | Reduced |
| McIlrath & Eck, LLC | 39 | $7.31K | 0.00% | +39 | New |
| JFS Wealth Advisors, LLC | 45 | $8.43K | 0.00% | +1+2.3% | Added |
| Key Financial Inc | 47 | $8.81K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 53 | $9.37K | 0.00% | +53 | New |
| Islay Capital Management, LLC | 50 | $9.37K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 50 | $9.37K | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 50 | $9.37K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 50 | $9.37K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 54 | $10.1K | 0.00% | +6+12.5% | Added |
| SBI Securities Co., Ltd. | 61 | $11.4K | 0.00% | −15−19.7% | Reduced |
| Ancora Advisors, LLC | 61 | $11.4K | 0.00% | +61 | New |
| SRS Capital Advisors, Inc. | 62 | $11.6K | 0.00% | +49+376.9% | Added |
| Whittier Trust Co of Nevada Inc | 73 | $13.7K | 0.00% | +66+942.9% | Added |
| CIBC Private Wealth Group, LLC | 97 | $18.2K | 0.00% | −13−11.8% | Reduced |
| Binnacle Investments Inc | 98 | $18.4K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 101 | $18.9K | 0.00% | −123−54.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 104 | $19.6K | 0.01% | +8+8.3% | Added |
| First Horizon Advisors, Inc. | 108 | $20.2K | 0.00% | −58−34.9% | Reduced |
| South State Corp. | 120 | $22.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 125 | $23.4K | 0.00% | +76+155.1% | Added |
| Rise Advisors, LLC | 127 | $23.7K | 0.01% | +1+0.8% | Added |
| Caitong International Asset Management Co., Ltd | 127 | $23.8K | 0.02% | −2,358−94.9% | Reduced |
| Covestor Ltd | 132 | $24.0K | 0.01% | −45−25.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 144 | $27.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $27.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 149 | $27.8K | 0.00% | −69−31.7% | Reduced |
| LRI Investments, LLC | 150 | $28.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $28.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 159 | $29.0K | 0.00% | −18−10.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 166 | $31.1K | 0.00% | +1+0.6% | Added |
| Parkside Financial Bank & Trust | 177 | $33.2K | 0.00% | +49+38.3% | Added |
| CoreCap Advisors, LLC | 180 | $33.7K | 0.00% | +114+172.7% | Added |
| Bartlett & Co. Wealth Management LLC | 180 | $33.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185 | $34.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 203 | $38.0K | 0.01% | −8−3.8% | Reduced |
| Optiver Holding B.V. | 217 | $40.7K | 0.00% | +5+2.4% | Added |
| Nomura Asset Management Co Ltd | 220 | $41.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 218 | $41.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 255 | $47.8K | 0.04% | −100−28.2% | Reduced |
| Ameritas Advisory Services, LLC | 283 | $53.0K | 0.00% | +283 | New |
| Bogart Wealth, LLC | 303 | $56.8K | 0.00% | +103+51.5% | Added |
| Farther Finance Advisors, LLC | 312 | $58.5K | 0.00% | +58+22.8% | Added |
| Geneos Wealth Management Inc. | 315 | $59.0K | 0.00% | −104−24.8% | Reduced |
| MAI Capital Management | 317 | $59.5K | 0.00% | −58−15.5% | Reduced |
| Massmutual Trust Co FSB | 332 | $62.2K | 0.00% | −47−12.4% | Reduced |
| Independence Bank of Kentucky | 355 | $66.5K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 370 | $70.0K | 0.02% | +1+0.3% | Added |
| Asset Planning,Inc | 410 | $76.8K | 0.06% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 421 | $78.9K | 0.01% | +2+0.5% | Added |
| Prestige Wealth Management Group LLC | 447 | $84.1K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 484 | $90.7K | 0.00% | +297+158.8% | Added |
| Versant Capital Management, Inc | 497 | $93.1K | 0.01% | +40+8.8% | Added |