| TD Private Client Wealth LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $196 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 1 | $197 | 0.00% | −27−96.4% | Reduced |
| Hughes Financial Services, LLC | 1 | $197 | 0.00% | −8−88.9% | Reduced |
| Rialto Wealth Management, LLC | 1 | $197 | 0.00% | −1−50.0% | Reduced |
| Abound Wealth Management | 1 | $197 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $197 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 1 | $197 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 2 | $394 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $394 | 0.00% | +1+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 2 | $394 | 0.00% | +2 | New |
| Ankerstar Wealth, LLC | 2 | $394 | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $394 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $591 | 0.00% | +1+50.0% | Added |
| Prestige Wealth Management Group LLC | 4 | $788 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $788 | 0.00% | +4 | New |
| Ares Financial Consulting, LLC | 4 | $788 | 0.00% | +4 | New |
| Crewe Advisors LLC | 5 | $985 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $985 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 7 | $1.38K | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 8 | $1.57K | 0.00% | −1−11.1% | Reduced |
| Cornerstone Financial Management LLC | 8 | $1.57K | 0.00% | +8 | New |
| Aster Capital Management (DIFC) Ltd | 9 | $1.77K | 0.00% | −356−97.5% | Reduced |
| Optiver Holding B.V. | 9 | $1.77K | 0.00% | −46−83.6% | Reduced |
| Dogwood Wealth Management LLC | 9 | $1.77K | 0.00% | +1+12.5% | Added |
| Bell Investment Advisors, Inc | 9 | $1.77K | 0.00% | −24−72.7% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $1.77K | 0.00% | +2+28.6% | Added |
| Manchester Capital Management LLC | 9 | $1.77K | 0.00% | +7+350.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.97K | 0.00% | +10 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $1.97K | 0.00% | +10 | New |
| Avion Wealth | 11 | $2.00K | 0.00% | +2+22.2% | Added |
| MPWM Advisory Solutions, LLC | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 11 | $2.17K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 11 | $2.25K | 0.00% | +11 | New |
| Holos Integrated Wealth LLC | 12 | $2.36K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $2.36K | 0.00% | +12 | New |
| Bogart Wealth, LLC | 16 | $3.15K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 17 | $3.35K | 0.00% | +17 | New |
| Nalls Sherbakoff Group, LLC | 18 | $3.47K | 0.00% | −163−90.1% | Reduced |
| Cornerstone Planning Group LLC | 17 | $3.73K | 0.00% | +17 | New |
| Entrust Financial LLC | 19 | $3.74K | 0.00% | +19 | New |
| Bare Financial Services, Inc | 20 | $3.94K | 0.00% | +10+100.0% | Added |
| Assetmark, Inc | 21 | $4.13K | 0.00% | −4−16.0% | Reduced |
| Altshuler Shaham Ltd | 21 | $4.13K | 0.00% | +1+5.0% | Added |
| High Note Wealth, LLC | 21 | $4.13K | 0.00% | +21 | New |
| Key Financial Inc | 22 | $4.33K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $4.33K | 0.00% | +4+22.2% | Added |
| Flagship Harbor Advisors, LLC | 23 | $4.53K | 0.00% | +23 | New |
| Oakworth Capital, Inc. | 27 | $5.32K | 0.00% | +27 | New |
| Brown Brothers Harriman & Co | 30 | $5.91K | 0.00% | −185−86.0% | Reduced |
| Boreal Capital Management LLC | 30 | $5.91K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 31 | $6.01K | 0.00% | +1+3.3% | Added |
| Quarry LP | 32 | $6.30K | 0.00% | −93−74.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 32 | $6.30K | 0.00% | +32 | New |
| Basecamp Wealth Advisors LLC | 33 | $6.50K | 0.00% | +33 | New |
| Parkside Financial Bank & Trust | 34 | $6.70K | 0.00% | −29−46.0% | Reduced |
| Rocky Mountain Advisers, LLC | 34 | $6.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 43 | $8.47K | 0.00% | +42+4,200.0% | Added |
| Root Financial Partners, LLC | 44 | $8.66K | 0.00% | +9+25.7% | Added |
| Smithfield Trust Co | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 47 | $9.30K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $9.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 53 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 57 | $11.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 61 | $12.0K | 0.00% | +1+1.7% | Added |
| SageView Advisory Group, LLC | 65 | $12.8K | 0.00% | +65 | New |
| Salomon & Ludwin, LLC | 71 | $13.9K | 0.00% | +9+14.5% | Added |
| Los Angeles Capital Management LLC | 72 | $13.9K | 0.00% | +72 | New |
| Ancora Advisors, LLC | 72 | $14.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 77 | $15.2K | 0.00% | +7+10.0% | Added |
| Farther Finance Advisors, LLC | 78 | $15.4K | 0.00% | +50+178.6% | Added |
| Sterling Capital Management LLC | 89 | $17.5K | 0.00% | +56+169.7% | Added |
| MAI Capital Management | 92 | $18.1K | 0.00% | +17+22.7% | Added |
| Public Employees Retirement System of Ohio | 99 | $19.5K | 0.00% | +6+6.5% | Added |
| Fourth Dimension Wealth, LLC | 100 | $19.7K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 105 | $20.7K | 0.01% | +105 | New |
| Signaturefd, LLC | 109 | $21.5K | 0.00% | +58+113.7% | Added |
| Massmutual Trust Co FSB | 116 | $22.8K | 0.00% | +74+176.2% | Added |
| Fortitude Family Office, LLC | 127 | $25.0K | 0.01% | +124+4,133.3% | Added |
| HM Payson & Co | 142 | $28.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 150 | $29.5K | 0.00% | −58−27.9% | Reduced |
| Essential Partners LLC | 150 | $29.5K | 0.01% | +85+130.8% | Added |
| Parallel Advisors, LLC | 165 | $32.5K | 0.00% | −92−35.8% | Reduced |
| Trust Co | 168 | $33.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 171 | $33.7K | 0.00% | −85−33.2% | Reduced |
| DekaBank Deutsche Girozentrale | 137 | $34.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 198 | $39.0K | 0.00% | +42+26.9% | Added |
| Ronald Blue Trust, Inc. | 200 | $39.4K | 0.00% | −48−19.4% | Reduced |
| Harbor Investment Advisory, LLC | 200 | $39.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $39.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 203 | $40.0K | 0.00% | +203 | New |
| Marshall & Sterling Wealth Advisors Inc. | 204 | $40.1K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 207 | $40.8K | 0.00% | −23−10.0% | Reduced |
| SRS Capital Advisors, Inc. | 243 | $47.8K | 0.00% | −2,975−92.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 278 | $54.7K | 0.01% | +197+243.2% | Added |
| Missouri Trust & Investment Co | 300 | $59.1K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 307 | $60.4K | 0.00% | −443−59.1% | Reduced |
| Garner Asset Management Corp | 310 | $61.0K | 0.02% | +310 | New |
| Larson Financial Group LLC | 320 | $63.0K | 0.00% | +3+0.9% | Added |