| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $115 | 0.00% | −2−66.7% | Reduced |
| SBI Securities Co., Ltd. | 2 | $267 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $268 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $401 | 0.00% | −2−40.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $466 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $535 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $535 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $668 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $668 | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 5 | $669 | 0.00% | −4−44.4% | Reduced |
| Bare Financial Services, Inc | 6 | $802 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $802 | 0.00% | +6 | New |
| Rossby Financial, LCC | 7 | $939 | 0.00% | +7 | New |
| Cloud Capital Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 10 | $1.34K | 0.00% | −5−33.3% | Reduced |
| Cromwell Holdings LLC | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $1.47K | 0.00% | −1−8.3% | Reduced |
| Marquette Asset Management, LLC | 11 | $1.47K | 0.00% | +11 | New |
| Atlantic Union Bankshares Corp | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.81K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Ancora Advisors, LLC | 16 | $2.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $2.36K | 0.00% | +19 | New |
| TD Private Client Wealth LLC | 20 | $2.67K | 0.00% | −18−47.4% | Reduced |
| Fortitude Family Office, LLC | 21 | $2.81K | 0.00% | +2+10.5% | Added |
| Whittier Trust Co of Nevada Inc | 24 | $3.20K | 0.00% | +24 | New |
| Cary Street Partner Investment Advisory LLC | 26 | $3.48K | 0.00% | −16−38.1% | Reduced |
| Asset Dedication, LLC | 27 | $3.61K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 28 | $3.74K | 0.00% | −31−52.5% | Reduced |
| C M Bidwell & Associates Ltd | 30 | $4.01K | 0.00% | −432−93.5% | Reduced |
| Private Wealth Management Group, LLC | 32 | $4.28K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 35 | $4.68K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 35 | $4.68K | 0.00% | +35 | New |
| Advisory Services Network, LLC | 45 | $6.01K | 0.00% | +45 | New |
| MCF Advisors LLC | 50 | $6.68K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $6.68K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 50 | $6.68K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 55 | $7.35K | 0.00% | −1−1.8% | Reduced |
| Rothschild Investment LLC | 61 | $8.15K | 0.00% | +55+916.7% | Added |
| True Wealth Design, LLC | 61 | $8.15K | 0.00% | +37+154.2% | Added |
| Aventus Investment Advisors, Inc. | 70 | $9.36K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 73 | $9.76K | 0.00% | +73 | New |
| Centerpoint Advisors, LLC | 77 | $10.0K | 0.00% | +77 | New |
| Frazier Financial Advisors, LLC | 79 | $10.6K | 0.01% | −17−17.7% | Reduced |
| Crewe Advisors LLC | 83 | $11.1K | 0.00% | +83 | New |
| Quent Capital, LLC | 87 | $11.6K | 0.00% | +87 | New |
| NBC Securities, Inc. | 91 | $12.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 91 | $12.2K | 0.00% | +50+122.0% | Added |
| Private Trust Co NA | 98 | $13.1K | 0.00% | −11−10.1% | Reduced |
| Geneos Wealth Management Inc. | 101 | $13.5K | 0.00% | +83+461.1% | Added |
| CoreCap Advisors, LLC | 101 | $13.5K | 0.00% | +1+1.0% | Added |
| Whittier Trust Co | 105 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 105 | $14.0K | 0.01% | −4−3.7% | Reduced |
| Bell Investment Advisors, Inc | 118 | $15.8K | 0.00% | +4+3.5% | Added |
| Rise Advisors, LLC | 119 | $15.9K | 0.01% | +1+0.8% | Added |
| Root Financial Partners, LLC | 125 | $16.7K | 0.00% | +125 | New |
| Nisa Investment Advisors, LLC | 127 | $17.0K | 0.00% | −10−7.3% | Reduced |
| Hemington Wealth Management | 149 | $19.0K | 0.00% | −37−19.9% | Reduced |
| National Bank of Canada | 151 | $20.2K | 0.00% | −447−74.7% | Reduced |
| Wealthspire Advisors, LLC | 160 | $21.4K | 0.00% | +160 | New |
| Parkside Financial Bank & Trust | 169 | $22.6K | 0.00% | −1−0.6% | Reduced |
| Larson Financial Group LLC | 171 | $22.9K | 0.00% | +122+249.0% | Added |
| Eastern Bank | 176 | $23.5K | 0.00% | +176 | New |
| Painted Porch Advisors LLC | 177 | $23.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 208 | $27.8K | 0.00% | −852−80.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 239 | $31.9K | 0.01% | +239 | New |
| Leonteq Securities AG | 242 | $32.3K | 0.00% | +228+1,628.6% | Added |
| IFP Advisors, Inc | 251 | $33.5K | 0.00% | +118+88.7% | Added |
| Piscataqua Savings Bank | 253 | $33.8K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 258 | $34.5K | 0.00% | +9+3.6% | Added |
| Salomon & Ludwin, LLC | 260 | $34.6K | 0.00% | +35+15.6% | Added |
| Massmutual Trust Co FSB | 261 | $34.9K | 0.00% | −29−10.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 269 | $36.0K | 0.02% | +269 | New |
| Mather Group, LLC. | 271 | $36.2K | 0.00% | +271 | New |
| Nomura Asset Management Co Ltd | 280 | $37.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 290 | $38.8K | 0.01% | +287+9,566.7% | Added |
| Steward Partners Investment Advisory, LLC | 328 | $43.8K | 0.00% | +59+21.9% | Added |
| Trust Co of Vermont | 344 | $46.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 347 | $46.4K | 0.00% | −39−10.1% | Reduced |
| Quarry LP | 347 | $46.4K | 0.01% | +347 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $52.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $53.5K | 0.00% | −24−5.7% | Reduced |
| MV Capital Management, Inc. | 400 | $53.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 408 | $55.0K | 0.00% | −53,831−99.2% | Reduced |
| Huntington National Bank | 419 | $56.0K | 0.00% | +105+33.4% | Added |
| Umb Bank N A | 421 | $56.3K | 0.00% | −415−49.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 452 | $60.4K | 0.00% | −295−39.5% | Reduced |
| Trust Co of Toledo NA | 470 | $62.8K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $66.8K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 502 | $67.1K | 0.01% | +502 | New |
| Advisor Group Holdings, Inc. | 538 | $71.7K | 0.00% | −221−29.1% | Reduced |
| Bayforest Capital Ltd | 610 | $81.5K | 0.04% | −1,998−76.6% | Reduced |
| Harbour Investments, Inc. | 620 | $82.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 622 | $83.1K | 0.00% | −101−14.0% | Reduced |
| Heritage Wealth Advisors | 630 | $84.2K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 641 | $85.7K | 0.03% | +60+10.3% | Added |