| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 0 | $9 | 0.00% | 0 | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $111 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 2 | $182 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $273 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $274 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $365 | 0.00% | +2+100.0% | Added |
| South State Corp. | 5 | $456 | 0.00% | +5 | New |
| Thompson Investment Management, Inc. | 6 | $546 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $637 | 0.00% | +3+75.0% | Added |
| SJS Investment Consulting Inc. | 7 | $638 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $638 | 0.00% | +2+40.0% | Added |
| MidFirst Bank | 8 | $728 | 0.00% | +8 | New |
| Bogart Wealth, LLC | 9 | $819 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $819 | 0.00% | +9 | New |
| Picton Mahoney Asset Management | 10 | $911 | 0.00% | −133,429−100.0% | Reduced |
| Private Wealth Management Group, LLC | 10 | $911 | 0.00% | −26−72.2% | Reduced |
| Financial Network Wealth Advisors LLC | 10 | $911 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $911 | 0.00% | +10 | New |
| Manchester Capital Management LLC | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| UMA Financial Services, Inc. | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| Rossby Financial, LCC | 11 | $1.00K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.18K | 0.00% | −1−7.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 15 | $1.37K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 17 | $1.55K | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 18 | $1.64K | 0.00% | −4−18.2% | Reduced |
| Bell Investment Advisors, Inc | 18 | $1.64K | 0.00% | +4+28.6% | Added |
| Rialto Wealth Management, LLC | 18 | $1.64K | 0.00% | +13+260.0% | Added |
| Northwestern Mutual Wealth Management Co | 20 | $1.82K | 0.00% | −414−95.4% | Reduced |
| Grove Bank & Trust | 20 | $1.82K | 0.00% | +20 | New |
| Elyxium Wealth, LLC | 22 | $2.00K | 0.00% | +22 | New |
| WPG Advisers, LLC | 23 | $2.09K | 0.00% | −18−43.9% | Reduced |
| Addison Advisors LLC | 25 | $2.28K | 0.00% | +25 | New |
| TD Private Client Wealth LLC | 26 | $2.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $2.82K | 0.00% | +29+1,450.0% | Added |
| Essential Partners LLC | 31 | $2.82K | 0.00% | −20−39.2% | Reduced |
| True Wealth Design, LLC | 31 | $2.82K | 0.00% | +30+3,000.0% | Added |
| Basecamp Wealth Advisors LLC | 34 | $3.10K | 0.00% | +34 | New |
| Strategic Wealth Partners, Ltd. | 36 | $3.28K | 0.00% | −25−41.0% | Reduced |
| Quent Capital, LLC | 37 | $3.37K | 0.00% | +25+208.3% | Added |
| Keating Financial Advisory Services, Inc. | 41 | $3.73K | 0.00% | +41 | New |
| Transamerica Financial Advisors, Inc. | 42 | $3.82K | 0.00% | −5−10.6% | Reduced |
| Basepoint Wealth LLC | 47 | $4.29K | 0.00% | +47 | New |
| Frazier Financial Advisors, LLC | 48 | $4.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $4.55K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $4.57K | 0.00% | +50 | New |
| Kilter Group LLC | 51 | $4.64K | 0.00% | +51 | New |
| LRI Investments, LLC | 55 | $5.01K | 0.00% | −29−34.5% | Reduced |
| Massmutual Trust Co FSB | 72 | $6.56K | 0.00% | +23+46.9% | Added |
| Park Place Capital Corp | 73 | $6.65K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $7.28K | 0.00% | −76−48.7% | Reduced |
| JFS Wealth Advisors, LLC | 80 | $7.28K | 0.00% | +18+29.0% | Added |
| Retirement Wealth Solutions LLC | 84 | $7.63K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 87 | $7.92K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 104 | $9.47K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 105 | $9.56K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 112 | $10.2K | 0.00% | −3,000−96.4% | Reduced |
| ZRC Wealth Management, LLC | 118 | $10.7K | 0.00% | +118 | New |
| Centerpoint Advisors, LLC | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 151 | $13.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 145 | $14.9K | 0.00% | +127+705.6% | Added |
| Kemnay Advisory Services Inc. | 170 | $15.5K | 0.00% | +170 | New |
| Root Financial Partners, LLC | 172 | $15.7K | 0.00% | −29−14.4% | Reduced |
| Atlantic Trust, LLC | 172 | $15.7K | 0.00% | +138+405.9% | Added |
| Maseco LLP | 175 | $16.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 198 | $18.0K | 0.00% | +15+8.2% | Added |
| Plante Moran Financial Advisors, LLC | 202 | $18.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 210 | $19.1K | 0.00% | +119+130.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 218 | $19.8K | 0.00% | +218 | New |
| Allworth Financial LP | 220 | $20.0K | 0.00% | −11−4.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 223 | $20.3K | 0.00% | −1−0.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $20.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 260 | $23.7K | 0.00% | +59+29.4% | Added |
| Los Angeles Capital Management LLC | 262 | $24.1K | 0.00% | +262 | New |
| HM Payson & Co | 318 | $29.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $31.9K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 385 | $35.1K | 0.00% | −154−28.6% | Reduced |
| Signaturefd, LLC | 387 | $35.2K | 0.00% | +154+66.1% | Added |
| Danske Bank A/S | 400 | $36.4K | 0.00% | +300+300.0% | Added |
| Assetmark, Inc | 403 | $36.7K | 0.00% | −181−31.0% | Reduced |
| CIBC Private Wealth Group, LLC | 413 | $37.6K | 0.00% | +223+117.4% | Added |
| IFP Advisors, Inc | 414 | $37.7K | 0.00% | +190+84.8% | Added |
| EverSource Wealth Advisors, LLC | 441 | $40.2K | 0.00% | −49−10.0% | Reduced |
| Parallel Advisors, LLC | 449 | $40.9K | 0.00% | +217+93.5% | Added |
| SageView Advisory Group, LLC | 452 | $41.2K | 0.00% | +452 | New |
| Eagle Bay Advisors LLC | 474 | $43.2K | 0.03% | +474 | New |
| Torren Management, LLC | 498 | $45.3K | 0.02% | +498 | New |
| Versant Capital Management, Inc | 526 | $47.9K | 0.01% | +349+197.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 541 | $49.0K | 0.00% | +104+23.8% | Added |
| Winnow Wealth LLC | 548 | $50.4K | 0.04% | +2+0.4% | Added |
| Nomura Asset Management Co Ltd | 560 | $51.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 606 | $55.8K | 0.00% | −92−13.2% | Reduced |
| GAMMA Investing LLC | 631 | $57.5K | 0.00% | −27−4.1% | Reduced |
| Umb Bank N A | 664 | $60.5K | 0.00% | +471+244.0% | Added |
| Colonial Trust Co | 747 | $68.1K | 0.01% | −51−6.4% | Reduced |
| Ronald Blue Trust, Inc. | 778 | $70.8K | 0.00% | −33−4.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 798 | $72.7K | 0.01% | +798 | New |
| Legacy Trust | 840 | $76.5K | 0.01% | 00.0% | Unchanged |
