| Avion Wealth | 23 | $0 | 0.00% | +23 | New |
| Activest Wealth Management | 1 | $40 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $41 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $162 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $202 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 7 | $244 | 0.00% | +1+16.7% | Added |
| TD Private Client Wealth LLC | 7 | $283 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 8 | $324 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $324 | 0.00% | +8 | New |
| Winnow Wealth LLC | 9 | $340 | 0.00% | +3+50.0% | Added |
| Blume Capital Management, Inc. | 9 | $364 | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 10 | $405 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $485 | 0.00% | +12 | New |
| Hexagon Capital Partners LLC | 13 | $526 | 0.00% | +13 | New |
| Mather Group, LLC. | 14 | $566 | 0.00% | −77−84.6% | Reduced |
| Cromwell Holdings LLC | 14 | $566 | 0.00% | +14 | New |
| Rothschild Investment LLC | 15 | $607 | 0.00% | +10+200.0% | Added |
| Bare Financial Services, Inc | 17 | $687 | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 17 | $688 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 18 | $728 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 19 | $769 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 19 | $777 | 0.00% | +19 | New |
| PenderFund Capital Management Ltd. | 393 | $900 | 0.00% | +153+63.7% | Added |
| Creative Financial Designs Inc | 26 | $1.05K | 0.00% | +26 | New |
| HHM Wealth Advisors, LLC | 32 | $1.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 33 | $1.33K | 0.00% | +33 | New |
| Cornerstone Planning Group LLC | 40 | $1.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $1.42K | 0.00% | −863−96.1% | Reduced |
| Raiffeisen Bank International AG | 143,932 | $1.72K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 43 | $1.74K | 0.00% | +21+95.5% | Added |
| Bell Investment Advisors, Inc | 46 | $1.86K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 54 | $1.89K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $2.02K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $2.02K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 57 | $2.31K | 0.00% | +57 | New |
| Wolff Wiese Magana LLC | 60 | $2.43K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 64 | $2.59K | 0.00% | +46+255.6% | Added |
| Prestige Wealth Management Group LLC | 64 | $2.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 65 | $2.63K | 0.00% | +6+10.2% | Added |
| NewSquare Capital LLC | 65 | $2.63K | 0.00% | +57+712.5% | Added |
| AdvisorNet Financial, Inc | 71 | $2.87K | 0.00% | −1−1.4% | Reduced |
| Sierra Ocean, LLC | 71 | $2.87K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 75 | $3.03K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 79 | $3.19K | 0.00% | +79 | New |
| Stone House Investment Management, LLC | 80 | $3.23K | 0.00% | +80 | New |
| Sachetta, LLC | 84 | $3.40K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 86 | $3.48K | 0.00% | +86 | New |
| Atlantic Trust, LLC | 98 | $3.96K | 0.00% | +98 | New |
| Financial Connections Group, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 90 | $4.00K | 0.00% | +90 | New |
| Independence Bank of Kentucky | 100 | $4.04K | 0.00% | +100 | New |
| Whipplewood Advisors, LLC | 40 | $4.73K | 0.00% | −77−65.8% | Reduced |
| Jones Financial Companies LLLP | 120 | $4.76K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 118 | $4.77K | 0.00% | −1,092−90.2% | Reduced |
| BFSG, LLC | 122 | $4.93K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 122 | $4.93K | 0.00% | +122 | New |
| Private Wealth Management Group, LLC | 173 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 181 | $7.32K | 0.01% | +99+120.7% | Added |
| ORG Partners LLC | 191 | $7.32K | 0.00% | +121+172.9% | Added |
| Larson Financial Group LLC | 187 | $7.56K | 0.00% | +174+1,338.5% | Added |
| Distillate Capital Partners LLC | 189 | $7.64K | 0.00% | +183+3,050.0% | Added |
| CKW Financial Group | 198 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ossiam | 216 | $8.73K | 0.00% | +216 | New |
| JFS Wealth Advisors, LLC | 220 | $8.90K | 0.00% | +12+5.8% | Added |
| Capital Advisors, Ltd. LLC | 224 | $9.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 226 | $9.14K | 0.01% | +4+1.8% | Added |
| Farmers & Merchants Investments Inc | 228 | $9.22K | 0.00% | +105+85.4% | Added |
| Red Tortoise LLC | 233 | $9.42K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 250 | $10.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 289 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 332 | $13.0K | 0.00% | +132+66.0% | Added |
| Vision Financial Markets LLC | 330 | $13.3K | 0.01% | +330 | New |
| Huntington National Bank | 343 | $13.9K | 0.00% | −29−7.8% | Reduced |
| Covestor Ltd | 372 | $15.0K | 0.01% | −1−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 373 | $15.1K | 0.00% | +229+159.0% | Added |
| IFP Advisors, Inc | 388 | $15.7K | 0.00% | −5−1.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 438 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 445 | $18.0K | 0.00% | −913−67.2% | Reduced |
| Rakuten Securities, Inc. | 480 | $19.4K | 0.01% | +260+118.2% | Added |
| Natixis | 493 | $20.0K | 0.00% | −33,506−98.5% | Reduced |
| Fortitude Family Office, LLC | 499 | $20.2K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 539 | $21.8K | 0.00% | +2+0.4% | Added |
| SRS Capital Advisors, Inc. | 563 | $22.8K | 0.00% | +563 | New |
| Allworth Financial LP | 662 | $22.9K | 0.00% | +112+20.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 570 | $23.1K | 0.01% | +240+72.7% | Added |
| Rise Advisors, LLC | 596 | $24.1K | 0.01% | −223−27.2% | Reduced |
| Smartleaf Asset Management LLC | 626 | $24.8K | 0.00% | +40+6.8% | Added |
| Ci Investments Inc. | 623 | $25.0K | 0.00% | −26−4.0% | Reduced |
| Boston Private Wealth LLC | 642 | $26.0K | 0.00% | +642 | New |
| Massmutual Trust Co FSB | 648 | $26.2K | 0.00% | +47+7.8% | Added |
| True Wealth Design, LLC | 666 | $26.9K | 0.01% | +18+2.8% | Added |
| Clearstead Advisors, LLC | 731 | $29.6K | 0.00% | +529+261.9% | Added |
| First Horizon Advisors, Inc. | 791 | $32.0K | 0.00% | +149+23.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 821 | $33.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 903 | $36.5K | 0.00% | +548+154.4% | Added |
| Salem Investment Counselors Inc | 943 | $38.1K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 985 | $39.8K | 0.04% | −1−0.1% | Reduced |
| Bessemer Group Inc | 1,046 | $42.0K | 0.00% | +411+64.7% | Added |
| North Star Investment Management Corp. | 1,100 | $44.5K | 0.00% | +1,100 | New |