| Cloud Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 0 | $54 | 0.00% | 0 | New |
| DecisionPoint Financial, LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $150 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $151 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $300 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $300 | 0.00% | +1+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 2 | $300 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $301 | 0.00% | +1+100.0% | Added |
| Tortoise Investment Management, LLC | 3 | $450 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $451 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $587 | 0.00% | +4 | New |
| Advisory Services Network, LLC | 4 | $600 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $750 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $811 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $1.35K | 0.00% | +2+28.6% | Added |
| Newbridge Financial Services Group, Inc. | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 10 | $1.50K | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 11 | $1.65K | 0.00% | −68−86.1% | Reduced |
| Private Wealth Management Group, LLC | 12 | $1.80K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 12 | $1.80K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12 | $1.80K | 0.00% | +12 | New |
| Montag A & Associates Inc | 14 | $2.08K | 0.00% | +5+55.6% | Added |
| Sunbelt Securities, Inc. | 14 | $2.10K | 0.00% | +14 | New |
| JPL Wealth Management, LLC | 15 | $2.25K | 0.00% | +15 | New |
| Clayton Financial Group LLC | 16 | $2.40K | 0.00% | +16 | New |
| Atlantic Trust, LLC | 18 | $2.70K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $3.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $3.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $3.45K | 0.00% | +16+228.6% | Added |
| MAI Capital Management | 24 | $3.60K | 0.00% | −49−67.1% | Reduced |
| Spire Wealth Management | 25 | $3.75K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $3.75K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $3.90K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 28 | $4.00K | 0.00% | −9−24.3% | Reduced |
| TD Waterhouse Canada Inc. | 30 | $4.40K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $5.55K | 0.00% | −5−11.9% | Reduced |
| Bogart Wealth, LLC | 39 | $5.85K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 42 | $6.30K | 0.00% | −20−32.3% | Reduced |
| Park Place Capital Corp | 42 | $6.30K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $6.31K | 0.00% | +5+13.5% | Added |
| Accent Capital Management, LLC | 45 | $6.75K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $6.75K | 0.00% | +11+32.4% | Added |
| Clearstead Advisors, LLC | 46 | $6.90K | 0.00% | +18+64.3% | Added |
| Harbor Capital Advisors, Inc. | 49 | $7.00K | 0.00% | −2−3.9% | Reduced |
| Jones Financial Companies LLLP | 47 | $7.05K | 0.00% | +3+6.8% | Added |
| Perritt Capital Management Inc | 51 | $7.61K | 0.00% | +1+2.0% | Added |
| McIlrath & Eck, LLC | 52 | $7.80K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 59 | $8.93K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 58 | $9.00K | 0.00% | −68−54.0% | Reduced |
| Retirement Wealth Solutions LLC | 63 | $9.40K | 0.01% | +16+34.0% | Added |
| Hantz Financial Services, Inc. | 68 | $10.0K | 0.00% | +43+172.0% | Added |
| IFP Advisors, Inc | 74 | $11.1K | 0.00% | −54−42.2% | Reduced |
| Crewe Advisors LLC | 76 | $11.4K | 0.00% | +76 | New |
| Sterling Capital Management LLC | 80 | $12.0K | 0.00% | +1+1.3% | Added |
| Massmutual Trust Co FSB | 81 | $12.2K | 0.00% | −20−19.8% | Reduced |
| Versant Capital Management, Inc | 87 | $13.1K | 0.00% | −177−67.0% | Reduced |
| First Horizon Corp | 90 | $13.5K | 0.00% | +90 | New |
| Meeder Asset Management Inc | 99 | $14.9K | 0.00% | −183−64.9% | Reduced |
| Optiver Holding B.V. | 101 | $15.2K | 0.00% | +66+188.6% | Added |
| Private Trust Co NA | 102 | $15.3K | 0.00% | +55+117.0% | Added |
| Essential Partners LLC | 111 | $16.7K | 0.01% | +104+1,485.7% | Added |
| Wealthspire Advisors, LLC | 122 | $18.3K | 0.00% | +122 | New |
| Caitong International Asset Management Co., Ltd | 125 | $18.8K | 0.01% | −112−47.3% | Reduced |
| Salomon & Ludwin, LLC | 134 | $19.5K | 0.00% | +134 | New |
| Parkside Financial Bank & Trust | 132 | $19.8K | 0.00% | +65+97.0% | Added |
| Federated Hermes, Inc. | 133 | $20.0K | 0.00% | +74+125.4% | Added |
| Root Financial Partners, LLC | 133 | $20.0K | 0.00% | +133 | New |
| Parallel Advisors, LLC | 148 | $22.2K | 0.00% | −23−13.5% | Reduced |
| Westside Investment Management, Inc. | 154 | $23.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 154 | $23.1K | 0.00% | +154 | New |
| EverSource Wealth Advisors, LLC | 164 | $24.6K | 0.00% | −61−27.1% | Reduced |
| Principal Securities, Inc. | 164 | $24.6K | 0.00% | +18+12.3% | Added |
| Measured Wealth Private Client Group, LLC | 182 | $27.3K | 0.01% | +182 | New |
| Signaturefd, LLC | 188 | $28.2K | 0.00% | +17+9.9% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 223 | $33.5K | 0.00% | +65+41.1% | Added |
| Northwestern Mutual Wealth Management Co | 227 | $34.1K | 0.00% | −2−0.9% | Reduced |
| Umb Bank N A | 246 | $36.9K | 0.00% | +12+5.1% | Added |
| Winnow Wealth LLC | 321 | $48.5K | 0.04% | +321 | New |
| Silicon Valley Capital Partners | 334 | $50.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 336 | $50.4K | 0.01% | +261+348.0% | Added |
| Ronald Blue Trust, Inc. | 356 | $53.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 367 | $55.1K | 0.00% | +4+1.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 370 | $56.0K | 0.00% | +5+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 360 | $56.4K | 0.00% | −975−73.0% | Reduced |
| Danske Bank A/S | 400 | $60.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 410 | $61.5K | 0.00% | +42+11.4% | Added |
| Point72 Europe (London) LLP | 419 | $62.9K | 0.00% | +419 | New |
| Aster Capital Management (DIFC) Ltd | 454 | $68.1K | 0.03% | +454 | New |
| Huntington National Bank | 497 | $74.6K | 0.00% | −5−1.0% | Reduced |
| Covestor Ltd | 501 | $75.0K | 0.04% | +226+82.2% | Added |
| GAMMA Investing LLC | 582 | $87.3K | 0.00% | −179−23.5% | Reduced |
| Smartleaf Asset Management LLC | 688 | $102.5K | 0.01% | +101+17.2% | Added |