| Avion Wealth | 9 | $0 | 0.00% | −58−86.6% | Reduced |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $30 | 0.00% | +1 | New |
| Compass Financial Management LLC | 1 | $30 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $60 | 0.00% | −4−66.7% | Reduced |
| Hughes Financial Services, LLC | 2 | $60 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $94 | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 5 | $149 | 0.00% | +5 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $150 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $179 | 0.00% | −65−91.5% | Reduced |
| Versant Capital Management, Inc | 7 | $209 | 0.00% | −141−95.3% | Reduced |
| Trust Co | 7 | $209 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 7 | $209 | 0.00% | +7 | New |
| NBT Bank N A | 8 | $239 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $299 | 0.00% | +10 | New |
| LRI Investments, LLC | 11 | $329 | 0.00% | +11 | New |
| Basecamp Wealth Advisors LLC | 12 | $359 | 0.00% | −46−79.3% | Reduced |
| Quaker Wealth Management, LLC | 12 | $359 | 0.00% | −2−14.3% | Reduced |
| HFM Investment Advisors, LLC | 13 | $389 | 0.00% | +9+225.0% | Added |
| Leonteq Securities AG | 16 | $478 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $478 | 0.00% | +16 | New |
| Bare Financial Services, Inc | 17 | $508 | 0.00% | −13−43.3% | Reduced |
| UMA Financial Services, Inc. | 17 | $509 | 0.00% | −774−97.9% | Reduced |
| TFC Financial Management | 19 | $568 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $598 | 0.00% | +3+17.6% | Added |
| Planning Strategies Inc. | 20 | $598 | 0.00% | +20 | New |
| Bay Harbor Wealth Management, LLC | 22 | $658 | 0.00% | −14−38.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 23 | $687 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 25 | $747 | 0.00% | −10−28.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 25 | $747 | 0.00% | +25 | New |
| Manchester Capital Management LLC | 30 | $897 | 0.00% | −57−65.5% | Reduced |
| Activest Wealth Management | 32 | $956 | 0.00% | +32 | New |
| MV Capital Management, Inc. | 34 | $1.02K | 0.00% | −41−54.7% | Reduced |
| N.E.W. Advisory Services LLC | 35 | $1.05K | 0.00% | +35 | New |
| ZRC Wealth Management, LLC | 37 | $1.11K | 0.00% | −135−78.5% | Reduced |
| SHP Wealth Management | 37 | $1.11K | 0.00% | −25−40.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 39 | $1.17K | 0.00% | −21−35.0% | Reduced |
| South State Corp. | 39 | $1.17K | 0.00% | −13−25.0% | Reduced |
| Clearstead Advisors, LLC | 39 | $1.17K | 0.00% | +14+56.0% | Added |
| Action Point Financial Planning, LLC | 42 | $1.17K | 0.00% | +42 | New |
| Cromwell Holdings LLC | 41 | $1.23K | 0.00% | +21+105.0% | Added |
| CVA Family Office, LLC | 43 | $1.28K | 0.00% | −339−88.7% | Reduced |
| Fortitude Family Office, LLC | 47 | $1.41K | 0.00% | −52−52.5% | Reduced |
| JFS Wealth Advisors, LLC | 48 | $1.44K | 0.00% | −40−45.5% | Reduced |
| Barrett & Company, Inc. | 50 | $1.49K | 0.00% | +50 | New |
| Quent Capital, LLC | 57 | $1.70K | 0.00% | −151−72.6% | Reduced |
| Signature Resources Capital Management, LLC | 60 | $1.79K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 61 | $1.82K | 0.00% | −52−46.0% | Reduced |
| Marquette Asset Management, LLC | 64 | $1.91K | 0.00% | −69−51.9% | Reduced |
| Rossby Financial, LCC | 67 | $2.00K | 0.00% | −14−17.3% | Reduced |
| Trust Co of Vermont | 70 | $2.09K | 0.00% | +70 | New |
| Lazard Asset Management LLC | 83 | $2.48K | 0.00% | −608−88.0% | Reduced |
| Wolff Wiese Magana LLC | 84 | $2.51K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 88 | $2.63K | 0.00% | +46+109.5% | Added |
| Rothschild Investment LLC | 90 | $2.69K | 0.00% | +58+181.3% | Added |
| Transamerica Financial Advisors, Inc. | 90 | $2.69K | 0.00% | +71+373.7% | Added |
| Anchor Investment Management, LLC | 93 | $2.78K | 0.00% | +93 | New |
| Plato Investment Management Ltd | 97 | $2.88K | 0.00% | −9,529−99.0% | Reduced |
| High Note Wealth, LLC | 102 | $3.05K | 0.00% | +102 | New |
| Cornerstone Planning Group LLC | 105 | $3.13K | 0.00% | −8−7.1% | Reduced |
| Farmers & Merchants Investments Inc | 125 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 131 | $3.92K | 0.00% | −5−3.7% | Reduced |
| Sachetta, LLC | 140 | $4.18K | 0.00% | +121+636.8% | Added |
| AdvisorNet Financial, Inc | 155 | $4.63K | 0.00% | −117−43.0% | Reduced |
| GWM Advisors LLC | 158 | $4.72K | 0.00% | +158 | New |
| Bell Investment Advisors, Inc | 172 | $5.14K | 0.00% | −6−3.4% | Reduced |
| Larson Financial Group LLC | 173 | $5.17K | 0.00% | −26−13.1% | Reduced |
| Group One Trading, L.P. | 193 | $5.77K | 0.00% | −464−70.6% | Reduced |
| Aviso Financial Inc. | 196 | $5.86K | 0.00% | −13,504−98.6% | Reduced |
| Private Wealth Management Group, LLC | 196 | $5.86K | 0.00% | +66+50.8% | Added |
| Smartleaf Asset Management LLC | 201 | $5.97K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 212 | $6.34K | 0.00% | −428−66.9% | Reduced |
| SJS Investment Consulting Inc. | 251 | $7.50K | 0.00% | +244+3,485.7% | Added |
| IFP Advisors, Inc | 254 | $7.59K | 0.00% | +24+10.4% | Added |
| Arlington Trust Co LLC | 260 | $7.77K | 0.00% | +150+136.4% | Added |
| Covestor Ltd | 260 | $8.00K | 0.00% | +34+15.0% | Added |
| Zions Bancorporation, National Association | 268 | $8.01K | 0.00% | +126+88.7% | Added |
| Kemnay Advisory Services Inc. | 270 | $8.07K | 0.00% | +9+3.4% | Added |
| CoreCap Advisors, LLC | 306 | $9.15K | 0.00% | +50+19.5% | Added |
| Entrust Financial LLC | 315 | $9.42K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $9.42K | 0.00% | +69+28.0% | Added |
| Atlas Capital Advisors LLC | 320 | $9.56K | 0.00% | +320 | New |
| TD Waterhouse Canada Inc. | 318 | $9.96K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 350 | $10.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 367 | $11.0K | 0.01% | −20−5.2% | Reduced |
| Allied Private Wealth LLC | 349 | $11.0K | 0.01% | +349 | New |
| Mirae Asset Global Investments Co., Ltd. | 370 | $11.1K | 0.00% | −1,912−83.8% | Reduced |
| Walleye Capital LLC | 487 | $14.6K | 0.00% | +487 | New |
| Bogart Wealth, LLC | 492 | $14.7K | 0.00% | +491+49,100.0% | Added |
| Centerpoint Advisors, LLC | 505 | $15.0K | 0.00% | −3−0.6% | Reduced |
| Institute for Wealth Management, LLC. | 504 | $15.1K | 0.00% | +504 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 511 | $15.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 527 | $15.8K | 0.00% | −1,619−75.4% | Reduced |
| Parallel Advisors, LLC | 595 | $17.8K | 0.00% | −1,850−75.7% | Reduced |
| Massmutual Trust Co FSB | 611 | $18.3K | 0.00% | −1,001−62.1% | Reduced |
| Los Angeles Capital Management LLC | 649 | $19.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 693 | $20.7K | 0.00% | +693 | New |
| Nisa Investment Advisors, LLC | 804 | $24.0K | 0.00% | +521+184.1% | Added |
| Whittier Trust Co | 747 | $24.4K | 0.00% | +40+5.7% | Added |
| Tobam | 857 | $26.0K | 0.01% | +390+83.5% | Added |
