| Avion Wealth | 10 | $0 | 0.00% | −14−58.3% | Reduced |
| Creative Capital Management Investments LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $68 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $68 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $272 | 0.00% | −2−33.3% | Reduced |
| First Personal Financial Services | 4 | $272 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $339 | 0.00% | +5 | New |
| MCF Advisors LLC | 7 | $476 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $543 | 0.00% | −5−38.5% | Reduced |
| Voisard Asset Management Group, Inc. | 8 | $544 | 0.00% | +8 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9 | $582 | 0.00% | +9 | New |
| Claris Advisors, LLC | 9 | $611 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 11 | $696 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $747 | 0.00% | +11 | New |
| Pacific Capital Wealth Advisors, Inc | 11 | $747 | 0.00% | +11 | New |
| Harvest Fund Management Co., Ltd | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 18 | $1.11K | 0.00% | +5+38.5% | Added |
| Trifecta Capital Advisors, LLC | 18 | $1.22K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 21 | $1.43K | 0.00% | +21 | New |
| Carolinas Wealth Consulting LLC | 22 | $1.50K | 0.00% | +5+29.4% | Added |
| Clean Yield Group | 24 | $1.63K | 0.00% | +24 | New |
| Talon Private Wealth, LLC | 24 | $1.63K | 0.00% | +24 | New |
| TFC Financial Management | 27 | $1.84K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 28 | $1.88K | 0.04% | +28 | New |
| TD Waterhouse Canada Inc. | 28 | $1.89K | 0.00% | −25−47.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 30 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 33 | $2.24K | 0.00% | +33 | New |
| Raleigh Capital Management Inc. | 34 | $2.31K | 0.00% | +9+36.0% | Added |
| SJS Investment Consulting Inc. | 35 | $2.38K | 0.00% | −2−5.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 39 | $2.65K | 0.00% | +3+8.3% | Added |
| Atticus Wealth Management, LLC | 41 | $2.79K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $3.06K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $3.19K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $3.87K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 63 | $4.00K | 0.00% | −7−10.0% | Reduced |
| Zions Bancorporation, N.A. | 59 | $4.01K | 0.00% | −18−23.4% | Reduced |
| Grove Bank & Trust | 64 | $4.35K | 0.00% | +64 | New |
| Dunhill Financial, LLC | 66 | $4.48K | 0.00% | +35+112.9% | Added |
| Robinswood Financial LLC | 70 | $4.75K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 70 | $4.75K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 74 | $5.03K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 75 | $5.09K | 0.00% | +75 | New |
| Sachetta, LLC | 76 | $5.16K | 0.00% | +13+20.6% | Added |
| Frazier Financial Advisors, LLC | 78 | $5.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $5.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 85 | $5.77K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 86 | $5.84K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 92 | $6.25K | 0.00% | −4−4.2% | Reduced |
| Tortoise Investment Management, LLC | 98 | $6.66K | 0.00% | −55−35.9% | Reduced |
| WR Wealth Planners, LLC | 100 | $6.79K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 107 | $7.26K | 0.00% | −747−87.5% | Reduced |
| CoreCap Advisors, LLC | 107 | $7.27K | 0.00% | +107 | New |
| Colonial Trust Advisors | 109 | $7.40K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 117 | $7.95K | 0.00% | +60+105.3% | Added |
| Capital Advisors, Ltd. LLC | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 118 | $8.01K | 0.00% | +1+0.9% | Added |
| Prestige Wealth Management Group LLC | 139 | $9.44K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 171 | $10.0K | 0.00% | +171 | New |
| MV Capital Management, Inc. | 150 | $10.2K | 0.00% | −3−2.0% | Reduced |
| Webster Bank, N. A. | 152 | $10.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 155 | $10.5K | 0.00% | −91−37.0% | Reduced |
| Bruce G. Allen Investments, LLC | 158 | $10.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 160 | $10.9K | 0.00% | +4+2.6% | Added |
| Quent Capital, LLC | 161 | $10.9K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 161 | $10.9K | 0.00% | +161 | New |
| Coppell Advisory Solutions LLC | 164 | $11.1K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 171 | $11.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 176 | $12.0K | 0.00% | −7−3.8% | Reduced |
| Bell Investment Advisors, Inc | 177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 183 | $12.4K | 0.00% | +183 | New |
| GW&K Investment Management, LLC | 200 | $14.0K | 0.00% | +17+9.3% | Added |
| Harbour Investments, Inc. | 209 | $14.2K | 0.00% | −17−7.5% | Reduced |
| Farmers & Merchants Investments Inc | 210 | $14.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 213 | $14.5K | 0.00% | −153−41.8% | Reduced |
| Hobbs Group Advisors, LLC | 220 | $14.9K | 0.01% | +220 | New |
| Rise Advisors, LLC | 229 | $15.6K | 0.01% | +1+0.4% | Added |
| Rosenberg Matthew Hamilton | 253 | $17.2K | 0.00% | +109+75.7% | Added |
| Trust Co of Vermont | 260 | $17.7K | 0.00% | +58+28.7% | Added |
| Ashton Thomas Securities, LLC | 273 | $18.5K | 0.00% | +273 | New |
| Rothschild Investment LLC | 285 | $19.4K | 0.00% | +45+18.8% | Added |
| Rocky Mountain Advisers, LLC | 300 | $20.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 300 | $20.4K | 0.01% | +300 | New |
| Plato Investment Management Ltd | 309 | $21.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 309 | $21.0K | 0.00% | +175+130.6% | Added |
| Umb Bank N A | 339 | $23.0K | 0.00% | −64−15.9% | Reduced |
| Colonial Trust Co | 354 | $23.9K | 0.00% | +354 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 352 | $23.9K | 0.00% | +113+47.3% | Added |
| AdvisorNet Financial, Inc | 354 | $24.0K | 0.00% | +300+555.6% | Added |
| ORG Wealth Partners, LLC | 358 | $24.3K | 0.01% | +358 | New |
| First Horizon Advisors, Inc. | 397 | $27.0K | 0.00% | −34−7.9% | Reduced |
| Kozak & Associates, Inc. | 408 | $27.4K | 0.01% | +2+0.5% | Added |
| Covestor Ltd | 412 | $28.0K | 0.02% | −14−3.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $29.9K | 0.01% | 00.0% | Unchanged |