| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1 | $166 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $166 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $235 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $332 | 0.00% | −11−84.6% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $332 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $332 | 0.00% | +1+100.0% | Added |
| Glen Eagle Advisors, LLC | 3 | $498 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3 | $498 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 5 | $830 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $830 | 0.00% | +3+150.0% | Added |
| Nemes Rush Group LLC | 5 | $831 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 6 | $996 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 6 | $996 | 0.00% | +6 | New |
| Optima Capital LLC | 6 | $996 | 0.00% | +6 | New |
| Picton Mahoney Asset Management | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.16K | 0.00% | +3+75.0% | Added |
| Signature Equity Partners, LLC | 7 | $1.20K | 0.00% | +7 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $1.33K | 0.00% | −96−92.3% | Reduced |
| Cromwell Holdings LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 8 | $1.33K | 0.00% | +8 | New |
| Bare Financial Services, Inc | 9 | $1.49K | 0.00% | −9−50.0% | Reduced |
| MTM Investment Management, LLC | 9 | $1.49K | 0.00% | +7+350.0% | Added |
| HM Payson & Co | 9 | $1.49K | 0.00% | +9 | New |
| Security National Bank | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $1.67K | 0.00% | −1−9.1% | Reduced |
| Rakuten Securities, Inc. | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $1.99K | 0.00% | +9+300.0% | Added |
| Rachor Investment Advisory Services, LLC | 12 | $1.99K | 0.00% | +12 | New |
| Navigoe, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $2.16K | 0.00% | −10−43.5% | Reduced |
| UMA Financial Services, Inc. | 13 | $2.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.16K | 0.00% | +1+8.3% | Added |
| Spire Wealth Management | 14 | $2.28K | 0.00% | +14 | New |
| Optiver Holding B.V. | 14 | $2.32K | 0.00% | −117−89.3% | Reduced |
| 1 North Wealth Services LLC | 14 | $2.32K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $2.49K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 16 | $2.66K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 17 | $2.82K | 0.00% | −8−32.0% | Reduced |
| Webster Bank, N. A. | 17 | $2.82K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 18 | $2.95K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18 | $2.99K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 19 | $3.15K | 0.00% | −5−20.8% | Reduced |
| Rossby Financial, LCC | 19 | $3.15K | 0.00% | +12+171.4% | Added |
| Johnson Financial Group, Inc. | 21 | $3.49K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 24 | $3.98K | 0.00% | −4,568−99.5% | Reduced |
| LM Advisors LLC | 664 | $4.00K | 0.08% | +664 | New |
| High Note Wealth, LLC | 28 | $4.65K | 0.00% | +2+7.7% | Added |
| Geneos Wealth Management Inc. | 28 | $4.65K | 0.00% | +28 | New |
| Ritter Daniher Financial Advisory LLC | 28 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $4.98K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 33 | $5.00K | 0.00% | +33 | New |
| Prudent Man Investment Management, Inc. | 31 | $5.15K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 33 | $5.51K | 0.00% | +11+50.0% | Added |
| MCF Advisors LLC | 35 | $5.81K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 40 | $6.64K | 0.00% | +33+471.4% | Added |
| Keating Financial Advisory Services, Inc. | 40 | $6.64K | 0.00% | +40 | New |
| Marquette Asset Management, LLC | 45 | $7.47K | 0.00% | +45 | New |
| Key Financial Inc | 47 | $7.80K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 50 | $8.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 59 | $9.79K | 0.00% | +3+5.4% | Added |
| JFS Wealth Advisors, LLC | 60 | $9.96K | 0.00% | +16+36.4% | Added |
| Quent Capital, LLC | 62 | $10.3K | 0.00% | −50−44.6% | Reduced |
| Islay Capital Management, LLC | 63 | $10.5K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 64 | $10.8K | 0.01% | +64 | New |
| Activest Wealth Management | 76 | $12.6K | 0.00% | +75+7,500.0% | Added |
| Abound Wealth Management | 78 | $12.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 99 | $16.4K | 0.00% | +42+73.7% | Added |
| Anchor Investment Management, LLC | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 102 | $16.9K | 0.01% | +102 | New |
| Steigerwald, Gordon & Koch Inc. | 108 | $17.9K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 109 | $18.2K | 0.01% | +109 | New |
| Vision Retirement, LLC | 110 | $18.2K | 0.00% | +110 | New |
| Toronto Dominion Bank | 108 | $18.3K | 0.00% | +8+8.0% | Added |
| International Assets Investment Management, LLC | 114 | $18.9K | 0.00% | +114 | New |
| SRS Capital Advisors, Inc. | 115 | $19.1K | 0.00% | −30,966−99.6% | Reduced |
| Boreal Capital Management LLC | 115 | $19.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 118 | $19.6K | 0.00% | −31−20.8% | Reduced |
| South State Corp. | 122 | $20.3K | 0.00% | +122 | New |
| Bank & Trust Co | 129 | $21.4K | 0.02% | +107+486.4% | Added |
| CIBC Private Wealth Group, LLC | 130 | $21.6K | 0.00% | +86+195.5% | Added |
| Cornerstone Planning Group LLC | 122 | $22.2K | 0.00% | +87+248.6% | Added |
| Covestor Ltd | 133 | $23.0K | 0.01% | +6+4.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 142 | $23.6K | 0.01% | +142 | New |
| Caldwell Trust Co | 150 | $24.9K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 152 | $25.2K | 0.01% | +152 | New |
| SageView Advisory Group, LLC | 176 | $29.2K | 0.00% | +176 | New |
| Bartlett & Co. Wealth Management LLC | 180 | $29.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 181 | $30.0K | 0.00% | −316−63.6% | Reduced |
| Princeton Global Asset Management LLC | 188 | $31.2K | 0.01% | +188 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185 | $31.7K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 196 | $32.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 203 | $33.7K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 207 | $34.3K | 0.02% | +207 | New |
| Huntington National Bank | 218 | $36.2K | 0.00% | −240−52.4% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $36.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 247 | $41.1K | 0.00% | +33+15.4% | Added |