| Avion Wealth | 15 | $0 | 0.00% | −15−50.0% | Reduced |
| Activest Wealth Management | 1 | $34 | 0.00% | −27−96.4% | Reduced |
| MV Capital Management, Inc. | 1 | $34 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $168 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 6 | $202 | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 7 | $235 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $238 | 0.00% | −40,602−100.0% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $268 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $280 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10 | $336 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $336 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $344 | 0.00% | −54−84.4% | Reduced |
| Tortoise Investment Management, LLC | 11 | $369 | 0.00% | −1−8.3% | Reduced |
| Private Trust Co NA | 11 | $369 | 0.00% | +11 | New |
| Salomon & Ludwin, LLC | 13 | $433 | 0.00% | +13 | New |
| Mather Group, LLC. | 14 | $470 | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 15 | $503 | 0.00% | −10−40.0% | Reduced |
| Distillate Capital Partners LLC | 1 | $503 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 17 | $571 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $571 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $571 | 0.00% | +10+142.9% | Added |
| Retirement Wealth Solutions LLC | 18 | $605 | 0.00% | +18 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 19 | $638 | 0.00% | −293−93.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 20 | $671 | 0.00% | +3+17.6% | Added |
| JPL Wealth Management, LLC | 25 | $839 | 0.00% | +25 | New |
| Creative Financial Designs Inc | 26 | $873 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $907 | 0.00% | −6−18.2% | Reduced |
| Cloud Capital Management, LLC | 52 | $1.00K | 0.00% | +52 | New |
| MAI Capital Management | 31 | $1.04K | 0.00% | −119−79.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 33 | $1.11K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 34 | $1.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $1.26K | 0.00% | +2+5.0% | Added |
| Larson Financial Group LLC | 38 | $1.27K | 0.00% | −7−15.6% | Reduced |
| SJS Investment Consulting Inc. | 38 | $1.28K | 0.00% | −4−9.5% | Reduced |
| South State Corp. | 46 | $1.54K | 0.00% | −56−54.9% | Reduced |
| Bell Investment Advisors, Inc | 46 | $1.54K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $1.68K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 57 | $1.91K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 58 | $1.95K | 0.00% | +58 | New |
| Atlantic Trust, LLC | 58 | $1.95K | 0.00% | +58 | New |
| Prestige Wealth Management Group LLC | 64 | $2.15K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 67 | $2.25K | 0.00% | −56,644−99.9% | Reduced |
| First Horizon Corp | 69 | $2.32K | 0.00% | +69 | New |
| AdvisorNet Financial, Inc | 70 | $2.35K | 0.00% | −16−18.6% | Reduced |
| Fourth Dimension Wealth, LLC | 75 | $2.52K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 79 | $2.65K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 80 | $2.69K | 0.00% | −4−4.8% | Reduced |
| Sachetta, LLC | 84 | $2.82K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $3.36K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 122 | $4.09K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 132 | $4.43K | 0.00% | −156−54.2% | Reduced |
| Millstone Evans Group, LLC | 132 | $4.43K | 0.00% | +132 | New |
| Assetmark, Inc | 136 | $4.56K | 0.00% | −26−16.0% | Reduced |
| Meeder Asset Management Inc | 150 | $5.03K | 0.00% | −481−76.2% | Reduced |
| Private Wealth Management Group, LLC | 173 | $5.81K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 183 | $6.14K | 0.00% | +183 | New |
| JFS Wealth Advisors, LLC | 191 | $6.41K | 0.00% | −8−4.0% | Reduced |
| Capital Advisors, Ltd. LLC | 217 | $7.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 198 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 214 | $7.18K | 0.01% | +33+18.2% | Added |
| Advisory Services Network, LLC | 218 | $7.32K | 0.00% | +218 | New |
| TD Waterhouse Canada Inc. | 218 | $7.65K | 0.00% | −2,545−92.1% | Reduced |
| Deseret Mutual Benefit Administrators | 232 | $7.79K | 0.00% | +232 | New |
| Red Tortoise LLC | 233 | $7.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 243 | $8.15K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 250 | $8.39K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 254 | $8.52K | 0.00% | −69−21.4% | Reduced |
| Legacy Wealth Managment, LLC | 258 | $8.66K | 0.00% | +3+1.2% | Added |
| Huntington National Bank | 299 | $10.0K | 0.00% | −357−54.4% | Reduced |
| Strategic Investment Solutions, Inc. | 300 | $10.1K | 0.00% | +300 | New |
| T. Rowe Price Investment Management, Inc. | 313 | $11.0K | 0.00% | −48,526−99.4% | Reduced |
| Hemington Wealth Management | 330 | $11.0K | 0.00% | −63−16.0% | Reduced |
| Hilltop National Bank | 329 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 350 | $11.7K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 652 | $11.8K | 0.02% | +652 | New |
| Principal Securities, Inc. | 386 | $13.0K | 0.00% | +209+118.1% | Added |
| Covestor Ltd | 373 | $13.0K | 0.01% | +1+0.3% | Added |
| Vision Financial Markets LLC | 390 | $13.1K | 0.01% | +60+18.2% | Added |
| Community Bank, N.A. | 392 | $13.2K | 0.00% | +392 | New |
| Jones Financial Companies LLLP | 431 | $14.7K | 0.00% | −835−66.0% | Reduced |
| Natixis | 504 | $16.9K | 0.00% | −75,365−99.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 537 | $17.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 612 | $20.5K | 0.00% | −357−36.8% | Reduced |
| Rise Advisors, LLC | 612 | $20.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 643 | $21.6K | 0.00% | −16−2.4% | Reduced |
| Sound Income Strategies, LLC | 681 | $22.9K | 0.00% | +681 | New |
| Root Financial Partners, LLC | 762 | $25.6K | 0.00% | +762 | New |
| PenderFund Capital Management Ltd. | 800 | $26.8K | 0.00% | +137+20.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 821 | $27.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 888 | $29.8K | 0.00% | +888 | New |
| Ci Investments Inc. | 915 | $31.0K | 0.00% | +91+11.0% | Added |
| IFP Advisors, Inc | 930 | $31.2K | 0.00% | +347+59.5% | Added |
| Rakuten Securities, Inc. | 930 | $31.2K | 0.01% | +714+330.6% | Added |
| Newbridge Financial Services Group, Inc. | 938 | $31.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 943 | $31.6K | 0.00% | 00.0% | Unchanged |