| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $157 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $313 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $313 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $469 | 0.00% | +3 | New |
| Essential Partners LLC | 3 | $469 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 3 | $470 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 3 | $471 | 0.00% | +3 | New |
| ORG Partners LLC | 3 | $477 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $554 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $625 | 0.00% | +2+100.0% | Added |
| Financial Management Professionals, Inc. | 4 | $626 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $626 | 0.00% | +4 | New |
| CVA Family Office, LLC | 4 | $626 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $782 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $782 | 0.00% | +3+150.0% | Added |
| Bare Financial Services, Inc | 6 | $939 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $939 | 0.00% | +4+200.0% | Added |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +4 | New |
| WPG Advisers, LLC | 7 | $1.09K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $1.25K | 0.00% | −6−42.9% | Reduced |
| Sachetta, LLC | 8 | $1.25K | 0.00% | +2+33.3% | Added |
| Rialto Wealth Management, LLC | 9 | $1.41K | 0.00% | +3+50.0% | Added |
| Tacita Capital Inc | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.56K | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 12 | $1.88K | 0.00% | +2+20.0% | Added |
| Atlantic Union Bankshares Corp | 12 | $1.88K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $2.03K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $2.19K | 0.00% | −25−64.1% | Reduced |
| High Note Wealth, LLC | 14 | $2.19K | 0.00% | +14 | New |
| Minot DeBlois Advisors LLC | 15 | $2.35K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $2.35K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $2.35K | 0.00% | +3+25.0% | Added |
| Ossiam | 15 | $2.35K | 0.00% | +15 | New |
| Ancora Advisors, LLC | 16 | $2.50K | 0.00% | +16 | New |
| Geneos Wealth Management Inc. | 18 | $2.82K | 0.00% | +13+260.0% | Added |
| Ridgewood Investments LLC | 19 | $2.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $2.97K | 0.00% | +19 | New |
| Twin Peaks Wealth Advisors, LLC | 22 | $3.07K | 0.00% | +22 | New |
| True Wealth Design, LLC | 24 | $3.75K | 0.00% | +5+26.3% | Added |
| Federation des caisses Desjardins du Quebec | 25 | $3.91K | 0.00% | +6+31.6% | Added |
| Asset Dedication, LLC | 27 | $4.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $5.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $5.47K | 0.00% | −7−16.7% | Reduced |
| TD Private Client Wealth LLC | 38 | $5.94K | 0.00% | +19+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 40 | $6.26K | 0.00% | +40 | New |
| Assetmark, Inc | 41 | $6.43K | 0.00% | +26+173.3% | Added |
| Cary Street Partner Investment Advisory LLC | 42 | $6.57K | 0.00% | +42 | New |
| Larson Financial Group LLC | 49 | $7.67K | 0.00% | −2−3.9% | Reduced |
| MCF Advisors LLC | 50 | $7.82K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $7.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $8.76K | 0.00% | +1+1.8% | Added |
| Creative Financial Designs Inc | 59 | $9.23K | 0.00% | −25−29.8% | Reduced |
| Atticus Wealth Management, LLC | 60 | $9.39K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 70 | $10.9K | 0.01% | +70 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $11.4K | 0.00% | +73 | New |
| NBC Securities, Inc. | 91 | $14.0K | 0.00% | +91 | New |
| Frazier Financial Advisors, LLC | 96 | $15.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 100 | $15.8K | 0.00% | −1−1.0% | Reduced |
| Capital A Wealth Management, LLC | 131 | $16.2K | 0.18% | +110+523.8% | Added |
| Whittier Trust Co | 105 | $16.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 109 | $17.0K | 0.01% | −3−2.7% | Reduced |
| Private Trust Co NA | 109 | $17.1K | 0.00% | −24−18.0% | Reduced |
| Bell Investment Advisors, Inc | 114 | $17.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 118 | $18.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 119 | $18.6K | 0.00% | +119 | New |
| Optiver Holding B.V. | 124 | $19.4K | 0.00% | −49−28.3% | Reduced |
| First Horizon Advisors, Inc. | 128 | $20.0K | 0.00% | +11+9.4% | Added |
| Nisa Investment Advisors, LLC | 137 | $21.4K | 0.00% | +38+38.4% | Added |
| SRS Capital Advisors, Inc. | 146 | $23.8K | 0.00% | +7+5.0% | Added |
| Parkside Financial Bank & Trust | 170 | $26.6K | 0.00% | +67+65.0% | Added |
| Painted Porch Advisors LLC | 177 | $27.7K | 0.01% | −26−12.8% | Reduced |
| Hemington Wealth Management | 186 | $29.0K | 0.00% | +15+8.8% | Added |
| Salomon & Ludwin, LLC | 225 | $36.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 249 | $39.0K | 0.00% | +249 | New |
| Piscataqua Savings Bank | 253 | $39.6K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 269 | $42.1K | 0.00% | −12−4.3% | Reduced |
| Nomura Asset Management Co Ltd | 280 | $43.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 290 | $45.4K | 0.00% | +12+4.3% | Added |
| Huntington National Bank | 314 | $49.1K | 0.00% | −71−18.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 331 | $51.8K | 0.01% | +206+164.8% | Added |
| Farther Finance Advisors, LLC | 343 | $53.7K | 0.00% | −21−5.8% | Reduced |
| Trust Co of Vermont | 344 | $53.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 386 | $60.4K | 0.00% | −51−11.7% | Reduced |
| MV Capital Management, Inc. | 400 | $62.6K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $62.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 133 | $66.1K | 0.00% | −653−83.1% | Reduced |
| Danske Bank A/S | 424 | $66.3K | 0.00% | −6,221−93.6% | Reduced |
| Park Place Capital Corp | 425 | $67.6K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 462 | $72.3K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 470 | $73.5K | 0.01% | +470 | New |
| Adirondack Trust Co | 500 | $78.2K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 565 | $88.4K | 0.00% | +476+534.8% | Added |
| Stephenson National Bank & Trust | 581 | $90.9K | 0.03% | +581 | New |
| National Bank of Canada | 598 | $93.5K | 0.00% | +598 | New |
| Harbour Investments, Inc. | 620 | $97.0K | 0.00% | +20+3.3% | Added |
| Jones Financial Companies LLLP | 626 | $97.6K | 0.00% | −45−6.7% | Reduced |
| HM Payson & Co | 627 | $98.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 630 | $98.6K | 0.00% | 00.0% | Unchanged |