| Avion Wealth | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 13 | $0 | 0.00% | +13 | New |
| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| Huntington National Bank | 1 | $29 | 0.00% | −193−99.5% | Reduced |
| Raffa Wealth Management, LLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $58 | 0.00% | +2 | New |
| Steward Partners Investment Advisory, LLC | 3 | $87 | 0.00% | −141−97.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 3 | $87 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $107 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $115 | 0.00% | −32−88.9% | Reduced |
| DecisionPoint Financial, LLC | 5 | $137 | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $145 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $145 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 6 | $172 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $231 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 10 | $289 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $289 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $376 | 0.00% | +7+116.7% | Added |
| HFM Investment Advisors, LLC | 14 | $405 | 0.00% | +13+1,300.0% | Added |
| LRI Investments, LLC | 15 | $433 | 0.00% | +15 | New |
| Financial Network Wealth Advisors LLC | 19 | $548 | 0.00% | +19 | New |
| SBI Securities Co., Ltd. | 20 | $577 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $577 | 0.00% | +20 | New |
| Bryn Mawr Trust Co | 22 | $635 | 0.00% | +22 | New |
| Bay Harbor Wealth Management, LLC | 25 | $722 | 0.00% | +12+92.3% | Added |
| Gilpin Wealth Management, LLC | 25 | $722 | 0.00% | +20+400.0% | Added |
| Spire Wealth Management | 25 | $722 | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 25 | $724 | 0.00% | +21+525.0% | Added |
| Versant Capital Management, Inc | 31 | $895 | 0.00% | −29−48.3% | Reduced |
| Ankerstar Wealth, LLC | 32 | $924 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 34 | $981 | 0.00% | −23−40.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 36 | $1.04K | 0.00% | +36 | New |
| Caitong International Asset Management Co., Ltd | 40 | $1.15K | 0.00% | −6,272−99.4% | Reduced |
| International Assets Investment Management, LLC | 45 | $1.23K | 0.00% | −110−71.0% | Reduced |
| MidFirst Bank | 43 | $1.24K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $1.27K | 0.00% | +5+12.8% | Added |
| Silver Grove Financial Group, Inc. | 44 | $1.27K | 0.00% | +44 | New |
| Cromwell Holdings LLC | 45 | $1.30K | 0.00% | +20+80.0% | Added |
| Rialto Wealth Management, LLC | 45 | $1.30K | 0.00% | +45 | New |
| Cedar Mountain Advisors, LLC | 46 | $1.33K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 54 | $1.56K | 0.00% | −6−10.0% | Reduced |
| Triumph Capital Management | 56 | $1.61K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 59 | $1.70K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 59 | $1.70K | 0.00% | +59 | New |
| Mosley Wealth Management | 59 | $1.70K | 0.00% | +59 | New |
| Kilter Group LLC | 61 | $1.76K | 0.00% | +9+17.3% | Added |
| Torren Management, LLC | 63 | $1.81K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 68 | $1.88K | 0.00% | +68 | New |
| Fortitude Family Office, LLC | 72 | $2.08K | 0.00% | +11+18.0% | Added |
| JFS Wealth Advisors, LLC | 74 | $2.14K | 0.00% | +39+111.4% | Added |
| Farmers & Merchants Investments Inc | 80 | $2.31K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 91 | $2.34K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 105 | $3.04K | 0.00% | −4,371−97.7% | Reduced |
| Rothschild Investment LLC | 110 | $3.17K | 0.00% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 111 | $3.20K | 0.00% | +20+22.0% | Added |
| SJS Investment Consulting Inc. | 112 | $3.23K | 0.00% | +112 | New |
| Ares Financial Consulting, LLC | 128 | $3.69K | 0.00% | +128 | New |
| Medallion Wealth Advisors, LLC | 136 | $3.92K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 146 | $4.21K | 0.00% | +146 | New |
| Private Trust Co NA | 170 | $4.91K | 0.00% | +165+3,300.0% | Added |
| Washington Trust Advisors, Inc. | 177 | $5.11K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 178 | $5.14K | 0.00% | +177+17,700.0% | Added |
| Optiver Holding B.V. | 179 | $5.17K | 0.00% | +179 | New |
| Rossby Financial, LCC | 198 | $5.71K | 0.00% | +129+187.0% | Added |
| Larson Financial Group LLC | 210 | $6.06K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 232 | $6.70K | 0.00% | −5,851−96.2% | Reduced |
| CVA Family Office, LLC | 237 | $6.84K | 0.00% | +87+58.0% | Added |
| ZRC Wealth Management, LLC | 244 | $7.04K | 0.00% | +208+577.8% | Added |
| Private Wealth Asset Management, LLC | 267 | $7.71K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 280 | $8.08K | 0.00% | −1,101−79.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 285 | $8.23K | 0.00% | +194+213.2% | Added |
| Highline Wealth Partners LLC | 300 | $8.66K | 0.00% | +214+248.8% | Added |
| Smithfield Trust Co | 348 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 355 | $10.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 366 | $10.6K | 0.00% | +119+48.2% | Added |
| Allworth Financial LP | 370 | $10.7K | 0.00% | −99−21.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 373 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 408 | $11.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 413 | $11.9K | 0.00% | +413 | New |
| Buck Wealth Strategies, LLC | 428 | $12.3K | 0.00% | +428 | New |
| Bare Financial Services, Inc | 454 | $13.1K | 0.00% | +284+167.1% | Added |
| Farther Finance Advisors, LLC | 473 | $13.7K | 0.00% | +54+12.9% | Added |
| Trust Co of Vermont | 490 | $14.1K | 0.00% | +490 | New |
| Atlas Capital Advisors LLC | 501 | $14.5K | 0.00% | +501 | New |
| Cornerstone Planning Group LLC | 572 | $15.1K | 0.00% | +1+0.2% | Added |
| Covestor Ltd | 710 | $21.0K | 0.01% | −353−33.2% | Reduced |
| Massmutual Trust Co FSB | 792 | $22.9K | 0.00% | +299+60.6% | Added |
| Parkside Financial Bank & Trust | 806 | $23.3K | 0.00% | +134+19.9% | Added |
| Asset Dedication, LLC | 860 | $24.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 927 | $26.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 943 | $27.2K | 0.00% | +406+75.6% | Added |
| Signaturefd, LLC | 1,006 | $29.0K | 0.00% | −494−32.9% | Reduced |
| Global Retirement Partners, LLC | 1,036 | $29.9K | 0.00% | +1,036 | New |
| Gleason Group, Inc. | 1,163 | $33.6K | 0.00% | +2+0.2% | Added |
| Salomon & Ludwin, LLC | 1,510 | $41.3K | 0.00% | +423+38.9% | Added |
| Ancora Advisors, LLC | 1,475 | $42.6K | 0.00% | −2,441−62.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,647 | $47.5K | 0.00% | +1,647 | New |
| Institute for Wealth Management, LLC. | 1,853 | $53.5K | 0.00% | +1,853 | New |
| Nisa Investment Advisors, LLC | 1,970 | $56.9K | 0.00% | +1,118+131.2% | Added |
| Simplex Trading, LLC | 2,201 | $63.5K | 0.00% | +818+59.1% | Added |
