| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $49 | 0.00% | −36−97.3% | Reduced |
| Tortoise Investment Management, LLC | 1 | $75 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $150 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 4 | $300 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $374 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $374 | 0.00% | +5 | New |
| Imprint Wealth LLC | 5 | $374 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 7 | $524 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $524 | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 8 | $598 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $598 | 0.00% | +1+14.3% | Added |
| Bare Financial Services, Inc | 8 | $598 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 9 | $673 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $673 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $673 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $673 | 0.00% | +3+50.0% | Added |
| Cromwell Holdings LLC | 10 | $748 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 13 | $972 | 0.00% | +13 | New |
| Private Wealth Management Group, LLC | 13 | $973 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14 | $1.05K | 0.00% | +14 | New |
| TD Waterhouse Canada Inc. | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 17 | $1.26K | 0.00% | +17 | New |
| Binnacle Investments Inc | 17 | $1.27K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $1.50K | 0.00% | +3+17.6% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 21 | $1.57K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 21 | $1.57K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $1.79K | 0.00% | +2+9.1% | Added |
| Prestige Wealth Management Group LLC | 24 | $1.80K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 25 | $1.87K | 0.00% | −123−83.1% | Reduced |
| Cloud Capital Management, LLC | 27 | $2.00K | 0.00% | +27 | New |
| McIlrath & Eck, LLC | 30 | $2.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.24K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 31 | $2.32K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $2.34K | 0.00% | +8+34.8% | Added |
| Massmutual Trust Co FSB | 35 | $2.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $2.69K | 0.00% | +21+140.0% | Added |
| CIBC Private Wealth Group, LLC | 37 | $2.77K | 0.00% | −86−69.9% | Reduced |
| Brown Brothers Harriman & Co | 39 | $2.92K | 0.00% | +39 | New |
| Essential Partners LLC | 44 | $3.29K | 0.00% | +43+4,300.0% | Added |
| Glen Eagle Advisors, LLC | 49 | $3.67K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 53 | $3.96K | 0.00% | +23+76.7% | Added |
| JFS Wealth Advisors, LLC | 56 | $4.19K | 0.00% | −1−1.8% | Reduced |
| Harbor Investment Advisory, LLC | 56 | $4.19K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 56 | $4.19K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $4.49K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 60 | $4.49K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 60 | $4.49K | 0.00% | +60 | New |
| Dogwood Wealth Management LLC | 69 | $5.16K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 74 | $5.56K | 0.00% | +74 | New |
| Natixis | 75 | $5.61K | 0.00% | −181,455−100.0% | Reduced |
| Bell Investment Advisors, Inc | 75 | $5.61K | 0.00% | −33−30.6% | Reduced |
| Farmers & Merchants Investments Inc | 84 | $6.28K | 0.00% | +5+6.3% | Added |
| Lavaca Capital LLC | 100 | $7.48K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $7.48K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 115 | $8.60K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 116 | $8.68K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 125 | $9.33K | 0.00% | +125 | New |
| Private Trust Co NA | 125 | $9.35K | 0.00% | −100−44.4% | Reduced |
| Harbour Investments, Inc. | 135 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 145 | $10.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 161 | $12.0K | 0.01% | +11+7.3% | Added |
| Caitong International Asset Management Co., Ltd | 162 | $12.1K | 0.01% | +157+3,140.0% | Added |
| Manchester Capital Management LLC | 185 | $13.8K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 190 | $14.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 200 | $15.0K | 0.00% | +200 | New |
| Rise Advisors, LLC | 201 | $15.0K | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 202 | $16.0K | 0.00% | +202 | New |
| Optiver Holding B.V. | 217 | $16.2K | 0.00% | +84+63.2% | Added |
| Newbridge Financial Services Group, Inc. | 250 | $18.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 300 | $22.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 308 | $23.0K | 0.00% | +104+51.0% | Added |
| Westfuller Advisors, LLC | 314 | $23.5K | 0.01% | +314 | New |
| Asset Dedication, LLC | 317 | $23.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 331 | $25.0K | 0.00% | −75,860−99.6% | Reduced |
| Root Financial Partners, LLC | 346 | $25.9K | 0.00% | +346 | New |
| Allworth Financial LP | 351 | $26.2K | 0.00% | +151+75.5% | Added |
| Smartleaf Asset Management LLC | 390 | $29.3K | 0.00% | +97+33.1% | Added |
| Versant Capital Management, Inc | 440 | $32.9K | 0.00% | +120+37.5% | Added |
| Steward Partners Investment Advisory, LLC | 473 | $35.4K | 0.00% | −815−63.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 481 | $36.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 501 | $37.0K | 0.00% | +14+2.9% | Added |
| Rothschild Investment LLC | 528 | $39.5K | 0.00% | +518+5,180.0% | Added |
| Principal Securities, Inc. | 550 | $41.1K | 0.00% | −261−32.2% | Reduced |
| IFP Advisors, Inc | 595 | $44.5K | 0.00% | +162+37.4% | Added |
| EverSource Wealth Advisors, LLC | 617 | $46.2K | 0.00% | +66+12.0% | Added |
| Nisa Investment Advisors, LLC | 682 | $51.0K | 0.00% | +4+0.6% | Added |
| Clearstead Advisors, LLC | 684 | $51.2K | 0.00% | +46+7.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 694 | $52.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 807 | $60.4K | 0.00% | −197−19.6% | Reduced |