| Hantz Financial Services, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1 | $75 | 0.00% | −9−90.0% | Reduced |
| SHP Wealth Management | 1 | $75 | 0.00% | −2−66.7% | Reduced |
| Golden State Equity Partners | 1 | $75 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $75 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $145 | 0.00% | −1−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $150 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $150 | 0.00% | +2 | New |
| Toth Financial Advisory Corp | 2 | $151 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $301 | 0.00% | −3−42.9% | Reduced |
| Glen Eagle Advisors, LLC | 4 | $301 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $301 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5 | $363 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 5 | $376 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $451 | 0.00% | −27−81.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $451 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 6 | $451 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 6 | $487 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $506 | 0.00% | +5+166.7% | Added |
| Signature Equity Partners, LLC | 7 | $526 | 0.00% | −44−86.3% | Reduced |
| Intentional Wealth Strategies, LLC | 7 | $526 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 9 | $676 | 0.00% | −1−10.0% | Reduced |
| Vermillion Wealth Management, Inc. | 9 | $677 | 0.00% | +9 | New |
| BFSG, LLC | 10 | $753 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 14 | $1.05K | 0.00% | −7−33.3% | Reduced |
| Umb Bank N A | 15 | $1.13K | 0.00% | +3+25.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 15 | $1.13K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.13K | 0.00% | −1−6.3% | Reduced |
| Godfrey Financial Associates, Inc. | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 17 | $1.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.35K | 0.00% | +1+5.9% | Added |
| Bruce G. Allen Investments, LLC | 18 | $1.35K | 0.00% | +11+157.1% | Added |
| Atlantic Trust, LLC | 19 | $1.43K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 20 | $1.50K | 0.00% | +20 | New |
| IMA Wealth, Inc. | 21 | $1.58K | 0.00% | −1−4.5% | Reduced |
| Clear Investment Research, LLC | 23 | $1.73K | 0.00% | +23 | New |
| Harbour Investments, Inc. | 24 | $1.80K | 0.00% | +24 | New |
| Investors Research Corp | 25 | $1.88K | 0.00% | +10+66.7% | Added |
| Avion Wealth | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 28 | $2.11K | 0.00% | +22+366.7% | Added |
| Arlington Trust Co LLC | 29 | $2.18K | 0.00% | +29 | New |
| ZRC Wealth Management, LLC | 30 | $2.26K | 0.00% | +9+42.9% | Added |
| Chilton Capital Management LLC | 33 | $2.48K | 0.00% | +33 | New |
| Owl Creek Wealth Partners LLC | 35 | $2.63K | 0.00% | +35 | New |
| Cedar Mountain Advisors, LLC | 36 | $2.71K | 0.00% | +36 | New |
| TD Private Client Wealth LLC | 37 | $2.78K | 0.00% | −7−15.9% | Reduced |
| SJS Investment Consulting Inc. | 44 | $3.31K | 0.00% | −220−83.3% | Reduced |
| JFS Wealth Advisors, LLC | 44 | $3.31K | 0.00% | −18−29.0% | Reduced |
| Sachetta, LLC | 45 | $3.38K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 48 | $3.61K | 0.00% | +29+152.6% | Added |
| CoreCap Advisors, LLC | 50 | $3.76K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 57 | $4.29K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 58 | $4.36K | 0.00% | +58 | New |
| Meeder Asset Management Inc | 64 | $4.81K | 0.00% | +31+93.9% | Added |
| Covestor Ltd | 64 | $5.00K | 0.00% | −196−75.4% | Reduced |
| Bessemer Group Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 71 | $5.34K | 0.00% | −51−41.8% | Reduced |
| Parkside Financial Bank & Trust | 79 | $5.94K | 0.00% | −8−9.2% | Reduced |
| Westfuller Advisors, LLC | 80 | $6.02K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 87 | $6.54K | 0.00% | −3−3.3% | Reduced |
| Adirondack Trust Co | 100 | $7.52K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $7.52K | 0.00% | −1,500−93.8% | Reduced |
| Barrett & Company, Inc. | 100 | $7.52K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 100 | $7.52K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 101 | $7.60K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 117 | $8.14K | 0.00% | −6−4.9% | Reduced |
| Huntington National Bank | 113 | $8.50K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 115 | $8.65K | 0.00% | −100−46.5% | Reduced |
| Rakuten Securities, Inc. | 120 | $9.03K | 0.00% | −658−84.6% | Reduced |
| SBI Securities Co., Ltd. | 123 | $9.25K | 0.00% | −26−17.4% | Reduced |
| CVA Family Office, LLC | 123 | $9.25K | 0.00% | +104+547.4% | Added |
| Fortitude Family Office, LLC | 136 | $10.2K | 0.00% | +16+13.3% | Added |
| Root Financial Partners, LLC | 145 | $10.9K | 0.00% | −15−9.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 155 | $11.2K | 0.00% | +155 | New |
| CX Institutional | 160 | $12.0K | 0.00% | +160 | New |
| MAI Capital Management | 176 | $13.2K | 0.00% | +138+363.2% | Added |
| CrossGen Wealth, LLC | 183 | $13.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 202 | $15.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 207 | $15.6K | 0.00% | −335−61.8% | Reduced |
| Rothschild Investment LLC | 211 | $15.9K | 0.00% | −1,190−84.9% | Reduced |
| Quent Capital, LLC | 217 | $16.3K | 0.00% | −30−12.1% | Reduced |
| Harvest Fund Management Co., Ltd | 236 | $18.0K | 0.00% | −3,951−94.4% | Reduced |
| Zions Bancorporation, National Association | 255 | $19.2K | 0.00% | +255 | New |
| Leonteq Securities AG | 269 | $20.2K | 0.00% | +46+20.6% | Added |
| LRI Investments, LLC | 273 | $20.5K | 0.00% | +273 | New |
| V-Square Quantitative Management LLC | 304 | $22.9K | 0.00% | −24−7.3% | Reduced |
| SRS Capital Advisors, Inc. | 311 | $23.4K | 0.00% | −157−33.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 322 | $24.2K | 0.00% | +322 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 354 | $26.6K | 0.00% | +307+653.2% | Added |
| Massmutual Trust Co FSB | 372 | $28.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 393 | $29.6K | 0.01% | −56−12.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 935 | $29.9K | 0.01% | −506−35.1% | Reduced |
| Los Angeles Capital Management LLC | 416 | $31.3K | 0.00% | −7,790−94.9% | Reduced |
| Central Pacific Bank - Trust Division | 450 | $33.8K | 0.00% | +450 | New |
| IFP Advisors, Inc | 452 | $34.0K | 0.00% | +59+15.0% | Added |
| GWM Advisors LLC | 597 | $44.9K | 0.00% | −1,634−73.2% | Reduced |
| Farther Finance Advisors, LLC | 599 | $45.1K | 0.00% | −1,252−67.6% | Reduced |
| Key Capital Management, INC | 664 | $49.9K | 0.03% | 00.0% | Unchanged |
