| Avion Wealth | 19 | $0 | 0.00% | +19 | New |
| Robinswood Financial LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $36 | 0.00% | +1 | New |
| Garde Capital, Inc. | 3 | $109 | 0.00% | +3 | New |
| Smallwood Wealth Investment Management, LLC | 6 | $233 | 0.00% | +6 | New |
| Mascoma Wealth Management LLC | 7 | $253 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 12 | $434 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 12 | $434 | 0.00% | +12 | New |
| True Wealth Design, LLC | 16 | $580 | 0.00% | +16 | New |
| Ancora Advisors, LLC | 19 | $688 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 19 | $688 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 24 | $867 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Harvest Fund Management Co., Ltd | 23 | $1.00K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 30 | $1.09K | 0.00% | +30 | New |
| HHM Wealth Advisors, LLC | 32 | $1.16K | 0.00% | +32 | New |
| Financial Network Wealth Advisors LLC | 34 | $1.23K | 0.00% | +34 | New |
| Rialto Wealth Management, LLC | 37 | $1.34K | 0.00% | 00.0% | Unchanged |
| Amundi | 37 | $1.36K | 0.00% | +37 | New |
| Stephens Consulting, LLC | 40 | $1.45K | 0.00% | +40 | New |
| Sittner & Nelson, LLC | 46 | $1.66K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | $1.77K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 53 | $1.97K | 0.00% | +1+1.9% | Added |
| Indiana Trust & Investment Management CO | 61 | $2.21K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $2.71K | 0.00% | +75 | New |
| Concord Wealth Partners | 78 | $2.82K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 88 | $3.19K | 0.00% | −183−67.5% | Reduced |
| GHP Investment Advisors, Inc. | 92 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 96 | $3.47K | 0.00% | +96 | New |
| Princeton Global Asset Management LLC | 108 | $3.91K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 110 | $3.98K | 0.00% | +110 | New |
| JCIC Asset Management Inc. | 121 | $4.37K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 124 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 124 | $4.49K | 0.00% | +124 | New |
| North Capital, Inc. | 129 | $4.67K | 0.00% | +129 | New |
| Hemington Wealth Management | 158 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 148 | $5.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 151 | $5.42K | 0.00% | +151 | New |
| Laurel Wealth Advisors LLC | 150 | $5.43K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $5.43K | 0.00% | +150 | New |
| Pandora Wealth, Inc. | 150 | $5.43K | 0.00% | +150 | New |
| Gen-Wealth Partners Inc | 151 | $5.46K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 154 | $5.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 158 | $5.71K | 0.00% | −94−37.3% | Reduced |
| Bell Investment Advisors, Inc | 164 | $5.94K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 170 | $6.15K | 0.01% | +55+47.8% | Added |
| Newbridge Financial Services Group, Inc. | 171 | $6.19K | 0.00% | +171 | New |
| Creative Financial Designs Inc | 183 | $6.62K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 187 | $6.75K | 0.00% | −84−31.0% | Reduced |
| Eastern Bank | 187 | $6.77K | 0.00% | +187 | New |
| Aviso Financial Inc. | 200 | $7.22K | 0.00% | +197+6,566.7% | Added |
| VSM Wealth Advisory, LLC | 200 | $7.24K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 228 | $8.25K | 0.01% | +228 | New |
| Boston Private Wealth LLC | 231 | $8.36K | 0.00% | +231 | New |
| Crewe Advisors LLC | 237 | $8.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 244 | $8.83K | 0.00% | −47−16.2% | Reduced |
| Anchor Investment Management, LLC | 249 | $9.01K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 249 | $9.01K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 258 | $9.32K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 258 | $9.34K | 0.00% | +258 | New |
| Lindbrook Capital, LLC | 263 | $9.52K | 0.00% | +18+7.3% | Added |
| MB, Levis & Associates, LLC | 275 | $9.96K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 298 | $10.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 318 | $11.5K | 0.00% | −195−38.0% | Reduced |
| Western Pacific Wealth Management, LP | 320 | $11.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 325 | $11.8K | 0.01% | −38−10.5% | Reduced |
| CoreCap Advisors, LLC | 349 | $12.6K | 0.00% | −6−1.7% | Reduced |
| Bryn Mawr Trust Co | 373 | $13.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 375 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 378 | $13.7K | 0.00% | +187+97.9% | Added |
| McIlrath & Eck, LLC | 401 | $14.5K | 0.00% | +401 | New |
| Retirement Wealth Solutions LLC | 418 | $15.1K | 0.01% | +418 | New |
| Binnacle Investments Inc | 431 | $15.6K | 0.01% | +431 | New |
| SBI Securities Co., Ltd. | 483 | $17.5K | 0.00% | +127+35.7% | Added |
| Centerpoint Advisors, LLC | 509 | $18.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 501 | $18.1K | 0.00% | +271+117.8% | Added |
| GAMMA Investing LLC | 504 | $18.2K | 0.00% | −55−9.8% | Reduced |
| Broadwater Capital Management LLC | 519 | $18.8K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 540 | $19.0K | 0.01% | +540 | New |
| Parkside Financial Bank & Trust | 569 | $20.6K | 0.00% | +61+12.0% | Added |
| Quadrant Capital Group LLC | 579 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 588 | $21.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 533 | $21.3K | 0.00% | +533 | New |
| EverSource Wealth Advisors, LLC | 605 | $21.9K | 0.00% | −76−11.2% | Reduced |
| Acadian Asset Management LLC | 615 | $22.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 654 | $23.7K | 0.00% | +654 | New |
| Geneos Wealth Management Inc. | 710 | $25.7K | 0.00% | +548+338.3% | Added |
| Rothschild Investment LLC | 733 | $26.5K | 0.00% | +140+23.6% | Added |
| Valley National Advisers Inc | 750 | $27.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 746 | $27.0K | 0.00% | −8−1.1% | Reduced |
| Parallel Advisors, LLC | 754 | $27.3K | 0.00% | +41+5.8% | Added |
| Caitong International Asset Management Co., Ltd | 809 | $29.3K | 0.02% | +809 | New |
| J.Safra Asset Management Corp | 824 | $29.8K | 0.00% | +52+6.7% | Added |
| First PREMIER Bank | 841 | $30.0K | 0.01% | +841 | New |
| Washington Trust Advisors, Inc. | 901 | $32.6K | 0.00% | −33−3.5% | Reduced |
| Trust Co of Vermont | 935 | $33.8K | 0.00% | +935 | New |
| Transce3nd, LLC | 973 | $35.2K | 0.02% | −187−16.1% | Reduced |
| Jones Financial Companies LLLP | 1,034 | $37.3K | 0.00% | −72−6.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,064 | $38.5K | 0.00% | +574+117.1% | Added |
| MAI Capital Management | 1,133 | $41.0K | 0.00% | +830+273.9% | Added |