| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $21 | 0.00% | −26−100.0% | Reduced |
| AdvisorNet Financial, Inc | 2 | $133 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $133 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 2 | $135 | 0.00% | −26−92.9% | Reduced |
| Dunhill Financial, LLC | 2 | $162 | 0.00% | −11−84.6% | Reduced |
| Freestone Grove Partners LP | 3 | $199 | 0.00% | +3 | New |
| BOK Financial Private Wealth, Inc. | 3 | $202 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $265 | 0.00% | +3+300.0% | Added |
| MidFirst Bank | 5 | $332 | 0.00% | −1,200−99.6% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 5 | $332 | 0.00% | −7−58.3% | Reduced |
| SOA Wealth Advisors, LLC. | 5 | $336 | 0.00% | −1−16.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 5 | $336 | 0.00% | +5 | New |
| Downshift Financial, LLC | 7 | $464 | 0.00% | +7 | New |
| Planning Strategies Inc. | 7 | $464 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 9 | $597 | 0.00% | −9−50.0% | Reduced |
| South State Corp. | 9 | $597 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $597 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $597 | 0.00% | +4+80.0% | Added |
| UMA Financial Services, Inc. | 9 | $597 | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 9 | $597 | 0.00% | +9 | New |
| Cedar Mountain Advisors, LLC | 10 | $663 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $663 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $663 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $664 | 0.00% | +10 | New |
| WPG Advisers, LLC | 13 | $862 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 13 | $862 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 13 | $863 | 0.00% | −13−50.0% | Reduced |
| TFC Financial Management | 13 | $863 | 0.00% | +4+44.4% | Added |
| Country Trust Bank | 15 | $995 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 15 | $995 | 0.00% | +15 | New |
| Ancora Advisors, LLC | 16 | $1.06K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 17 | $1.12K | 0.00% | −14−45.2% | Reduced |
| Silver Grove Financial Group, Inc. | 17 | $1.13K | 0.00% | +17 | New |
| Investors Research Corp | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 19 | $1.26K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $1.26K | 0.00% | +3+18.8% | Added |
| First Command Advisory Services, Inc. | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.66K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 25 | $1.66K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $1.99K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 30 | $2.01K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 34 | $2.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 38 | $2.52K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $2.65K | 0.00% | −359−90.0% | Reduced |
| Boyd Watterson Asset Management LLC | 41 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $2.72K | 0.00% | +10+32.3% | Added |
| Orion Capital Management LLC | 41 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 45 | $2.98K | 0.00% | +45 | New |
| Smithfield Trust Co | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 46 | $3.05K | 0.00% | +1+2.2% | Added |
| PFS Partners, LLC | 47 | $3.13K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $3.32K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 52 | $3.43K | 0.00% | +52 | New |
| Action Point Financial Planning, LLC | 56 | $3.58K | 0.00% | +56 | New |
| Rialto Wealth Management, LLC | 63 | $4.18K | 0.00% | +54+600.0% | Added |
| Basecamp Wealth Advisors LLC | 67 | $4.44K | 0.00% | +58+644.4% | Added |
| Signature Equity Partners, LLC | 71 | $4.71K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 72 | $4.77K | 0.00% | −4−5.3% | Reduced |
| Owl Creek Wealth Partners LLC | 73 | $4.84K | 0.00% | −10−12.0% | Reduced |
| West Paces Advisors Inc. | 74 | $4.91K | 0.00% | +74 | New |
| Grove Bank & Trust | 75 | $4.97K | 0.00% | −18−19.4% | Reduced |
| DT Investment Partners, LLC | 78 | $5.17K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 81 | $5.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $5.97K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 100 | $6.63K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 104 | $6.97K | 0.00% | +87+511.8% | Added |
| JPL Wealth Management, LLC | 106 | $7.03K | 0.00% | +20+23.3% | Added |
| GW&K Investment Management, LLC | 126 | $8.00K | 0.00% | +21+20.0% | Added |
| NBC Securities, Inc. | 121 | $8.06K | 0.00% | +1+0.8% | Added |
| LRI Investments, LLC | 130 | $8.62K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 134 | $8.89K | 0.00% | +110+458.3% | Added |
| Meeder Asset Management Inc | 136 | $9.02K | 0.00% | +136 | New |
| Itau Unibanco Holding S.A. | 137 | $9.08K | 0.00% | −37−21.3% | Reduced |
| SJS Investment Consulting Inc. | 141 | $9.35K | 0.00% | +141 | New |
| Cornerstone Planning Group LLC | 140 | $9.42K | 0.00% | −32−18.6% | Reduced |
| Barrett & Company, Inc. | 150 | $9.95K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 154 | $10.2K | 0.00% | +4+2.7% | Added |
| Activest Wealth Management | 157 | $10.4K | 0.00% | +155+7,750.0% | Added |
| Spire Wealth Management | 161 | $10.7K | 0.00% | +161 | New |
| Salomon & Ludwin, LLC | 166 | $11.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 190 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 199 | $13.2K | 0.00% | +15+8.2% | Added |
| Highline Wealth Partners LLC | 199 | $13.2K | 0.00% | +19+10.6% | Added |
| HM Payson & Co | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 201 | $13.3K | 0.00% | +142+240.7% | Added |
| Rossby Financial, LCC | 210 | $13.9K | 0.00% | +134+176.3% | Added |
| Canada Post Corp Registered Pension Plan | 212 | $14.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 213 | $14.1K | 0.00% | −1,842−89.6% | Reduced |
| Assetmark, Inc | 224 | $14.9K | 0.00% | +23+11.4% | Added |
| Salem Investment Counselors Inc | 225 | $15.1K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 232 | $15.4K | 0.01% | +232 | New |
| Manchester Capital Management LLC | 238 | $15.8K | 0.00% | −18−7.0% | Reduced |
| Covestor Ltd | 242 | $16.0K | 0.01% | −214−46.9% | Reduced |
| Timbuktu Capital Management, LLC | 250 | $16.6K | 0.02% | +250 | New |
| Webster Bank, N. A. | 257 | $17.0K | 0.00% | 00.0% | Unchanged |