| Avion Wealth | 8 | $0 | 0.00% | −34−81.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $131 | 0.00% | −69−97.2% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $131 | 0.00% | −7−77.8% | Reduced |
| Quaker Wealth Management, LLC | 3 | $197 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 3 | $197 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $259 | 0.00% | −26−89.7% | Reduced |
| Valued Wealth Advisors LLC | 4 | $266 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5 | $328 | 0.00% | +4+400.0% | Added |
| Rialto Wealth Management, LLC | 5 | $328 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $393 | 0.00% | +4+200.0% | Added |
| Bruce G. Allen Investments, LLC | 7 | $459 | 0.00% | −39−84.8% | Reduced |
| Horizon Financial Services, LLC | 7 | $459 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $459 | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7 | $459 | 0.00% | +7 | New |
| TFC Financial Management | 7 | $462 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $525 | 0.00% | +4+100.0% | Added |
| HFM Investment Advisors, LLC | 9 | $590 | 0.00% | +6+200.0% | Added |
| NewSquare Capital LLC | 9 | $590 | 0.00% | +9 | New |
| Anchor Investment Management, LLC | 10 | $656 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $656 | 0.00% | +3+42.9% | Added |
| Operose Advisors LLC | 10 | $656 | 0.00% | +10 | New |
| Creative Financial Designs Inc | 11 | $725 | 0.00% | +11 | New |
| Rothschild Investment LLC | 12 | $787 | 0.00% | −88−88.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $787 | 0.00% | −10−45.5% | Reduced |
| Principia Wealth Advisory, LLC | 12 | $787 | 0.00% | +8+200.0% | Added |
| AdvisorNet Financial, Inc | 13 | $852 | 0.00% | +13 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $984 | 0.00% | +15 | New |
| Winthrop Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 19 | $1.25K | 0.00% | +5+35.7% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $1.38K | 0.00% | −34−61.8% | Reduced |
| Howard Hughes Medical Institute | 25 | $1.64K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 25 | $1.64K | 0.00% | −62−71.3% | Reduced |
| GW&K Investment Management, LLC | 23 | $2.00K | 0.00% | +10+76.9% | Added |
| Zions Bancorporation, National Association | 33 | $2.16K | 0.00% | +4+13.8% | Added |
| Activest Wealth Management | 35 | $2.29K | 0.00% | +30+600.0% | Added |
| Kessler Investment Group, LLC | 36 | $2.36K | 0.00% | −110−75.3% | Reduced |
| Whipplewood Advisors, LLC | 36 | $2.36K | 0.00% | −2,364−98.5% | Reduced |
| Total Investment Management Inc | 40 | $2.62K | 0.00% | +40 | New |
| Bogart Wealth, LLC | 49 | $3.21K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 52 | $3.40K | 0.00% | +22+73.3% | Added |
| Bartlett & Co. Wealth Management LLC | 52 | $3.41K | 0.00% | +52 | New |
| PFS Partners, LLC | 57 | $3.74K | 0.00% | +57 | New |
| Spire Wealth Management | 58 | $3.80K | 0.00% | +24+70.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 55 | $3.92K | 0.00% | +55 | New |
| Altshuler Shaham Ltd | 64 | $4.20K | 0.00% | +6+10.3% | Added |
| Aspect Partners, LLC | 65 | $4.28K | 0.00% | −92−58.6% | Reduced |
| Rational Advisors LLC | 72 | $4.72K | 0.00% | +72 | New |
| South State Corp. | 76 | $4.98K | 0.00% | −38−33.3% | Reduced |
| Clear Street Markets LLC | 78 | $5.11K | 0.00% | −901−92.0% | Reduced |
| Grove Bank & Trust | 79 | $5.18K | 0.00% | +14+21.5% | Added |
| Ancora Advisors, LLC | 82 | $5.38K | 0.00% | −2−2.4% | Reduced |
| Farmers & Merchants Investments Inc | 86 | $5.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $5.90K | 0.00% | −22−19.6% | Reduced |
| NBC Securities, Inc. | 100 | $6.00K | 0.00% | −52−34.2% | Reduced |
| MV Capital Management, Inc. | 93 | $6.10K | 0.00% | −16−14.7% | Reduced |
| CVA Family Office, LLC | 95 | $6.23K | 0.00% | +16+20.3% | Added |
| Clark Wealth Partners | 95 | $6.23K | 0.00% | +95 | New |
| ORG Partners LLC | 92 | $6.32K | 0.00% | −59−39.1% | Reduced |
| Financial Management Professionals, Inc. | 102 | $6.69K | 0.00% | +19+22.9% | Added |
| Manchester Capital Management LLC | 107 | $7.02K | 0.00% | −31−22.5% | Reduced |
| Sierra Ocean, LLC | 113 | $7.46K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 119 | $8.06K | 0.00% | +119 | New |
| Essential Partners LLC | 125 | $8.20K | 0.00% | +125 | New |
| Fortitude Family Office, LLC | 128 | $8.39K | 0.00% | +102+392.3% | Added |
| Harbor Investment Advisory, LLC | 142 | $9.31K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $9.38K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 151 | $9.91K | 0.00% | −4−2.6% | Reduced |
| Johnson Financial Group, Inc. | 157 | $10.3K | 0.00% | −2,103−93.1% | Reduced |
| DT Investment Partners, LLC | 164 | $10.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 177 | $11.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 177 | $11.6K | 0.00% | +162+1,080.0% | Added |
| Hemington Wealth Management | 194 | $12.0K | 0.00% | +59+43.7% | Added |
| JFS Wealth Advisors, LLC | 208 | $13.6K | 0.00% | +5+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 210 | $13.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 214 | $14.0K | 0.00% | −54−20.1% | Reduced |
| TSFG, LLC | 226 | $15.0K | 0.00% | +1+0.4% | Added |
| MAI Capital Management | 234 | $15.4K | 0.00% | +74+46.3% | Added |
| Parkside Financial Bank & Trust | 248 | $16.3K | 0.00% | −9−3.5% | Reduced |
| Leonteq Securities AG | 284 | $18.6K | 0.00% | +57+25.1% | Added |
| Smartleaf Asset Management LLC | 287 | $18.8K | 0.00% | −65−18.5% | Reduced |
| Larson Financial Group LLC | 290 | $19.0K | 0.00% | +114+64.8% | Added |
| Newbridge Financial Services Group, Inc. | 290 | $19.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 292 | $19.2K | 0.00% | +154+111.6% | Added |
| Steward Partners Investment Advisory, LLC | 294 | $19.3K | 0.00% | −176−37.4% | Reduced |
| Financial Network Wealth Advisors LLC | 300 | $19.7K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 304 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 308 | $20.2K | 0.01% | +12+4.1% | Added |
| Parvin Asset Management, LLC | 310 | $20.3K | 0.02% | +225+264.7% | Added |
| Wolff Wiese Magana LLC | 319 | $20.9K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 324 | $21.0K | 0.02% | +324 | New |
| MUFG Securities EMEA plc | 348 | $22.8K | 0.00% | +348 | New |
| Trust Co of Vermont | 350 | $22.9K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 371 | $24.3K | 0.01% | −408−52.4% | Reduced |
| Bank of New Hampshire | 411 | $26.9K | 0.01% | −320−43.8% | Reduced |
| Clearstead Advisors, LLC | 424 | $27.8K | 0.00% | +110+35.0% | Added |
| Sentry Investment Management LLC | 411 | $28.0K | 0.02% | 00.0% | Unchanged |
