| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Darwin Advisors, LLC | 0 | $83 | 0.00% | 0 | New |
| Raffa Wealth Management, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $91 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $164 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $174 | 0.00% | +2 | New |
| Fulcrum Asset Management LLP | 4 | $361 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 5 | $454 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $545 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 6 | $545 | 0.00% | +6 | New |
| True Wealth Design, LLC | 7 | $636 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $817 | 0.00% | −59−86.8% | Reduced |
| MidFirst Bank | 9 | $817 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $818 | 0.00% | +4+80.0% | Added |
| Huntington National Bank | 9 | $818 | 0.00% | +7+350.0% | Added |
| Quent Capital, LLC | 10 | $908 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10 | $908 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $909 | 0.00% | −2−16.7% | Reduced |
| SHP Wealth Management | 12 | $1.09K | 0.00% | +1+9.1% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $1.09K | 0.00% | +1+9.1% | Added |
| Cape Investment Advisory, Inc. | 12 | $1.09K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 13 | $1.18K | 0.00% | −1−7.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 14 | $1.27K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 14 | $1.27K | 0.00% | +14 | New |
| Essential Partners LLC | 16 | $1.45K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $1.45K | 0.00% | +16 | New |
| JPL Wealth Management, LLC | 16 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $1.45K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 17 | $1.54K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 18 | $1.64K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 21 | $1.91K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 21 | $1.91K | 0.00% | +21 | New |
| Pinnacle Wealth Planning Services, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 23 | $2.09K | 0.00% | −5−17.9% | Reduced |
| Bare Financial Services, Inc | 23 | $2.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 24 | $2.18K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $2.19K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 24 | $2.21K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 29 | $2.45K | 0.00% | +29 | New |
| Torren Management, LLC | 27 | $2.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 35 | $3.18K | 0.00% | +35 | New |
| PFS Partners, LLC | 36 | $3.26K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 36 | $3.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 45 | $4.09K | 0.00% | +45 | New |
| Private Wealth Management Group, LLC | 46 | $4.18K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 50 | $4.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $4.54K | 0.00% | +4+8.7% | Added |
| Steward Partners Investment Advisory, LLC | 54 | $4.90K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 57 | $5.18K | 0.00% | +57 | New |
| Basecamp Wealth Advisors LLC | 58 | $5.27K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 60 | $5.45K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 60 | $5.45K | 0.00% | +20+50.0% | Added |
| Godfrey Financial Associates, Inc. | 63 | $5.72K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 67 | $6.08K | 0.00% | +56+509.1% | Added |
| Federation des caisses Desjardins du Quebec | 75 | $6.81K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 88 | $7.99K | 0.00% | +12+15.8% | Added |
| Sachetta, LLC | 90 | $8.17K | 0.00% | +3+3.4% | Added |
| Dogwood Wealth Management LLC | 91 | $8.27K | 0.00% | +20+28.2% | Added |
| WealthCollab, LLC | 99 | $8.99K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 101 | $9.17K | 0.00% | +101 | New |
| Central Trust Co | 116 | $10.5K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 123 | $11.1K | 0.01% | −2,848−95.9% | Reduced |
| Cedar Mountain Advisors, LLC | 137 | $12.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 137 | $12.4K | 0.00% | −1−0.7% | Reduced |
| Continuum Advisory, LLC | 142 | $12.9K | 0.00% | +142 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 146 | $13.3K | 0.00% | −35−19.3% | Reduced |
| Valued Wealth Advisors LLC | 167 | $15.2K | 0.01% | +167 | New |
| AdvisorNet Financial, Inc | 168 | $15.3K | 0.00% | +153+1,020.0% | Added |
| Massmutual Trust Co FSB | 172 | $15.6K | 0.00% | −16−8.5% | Reduced |
| Vermillion Wealth Management, Inc. | 185 | $16.8K | 0.00% | −4−2.1% | Reduced |
| Founders Capital Management | 200 | $18.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 216 | $19.6K | 0.00% | +9+4.3% | Added |
| Trust Co of Toledo NA | 217 | $19.7K | 0.00% | +217 | New |
| Wolff Wiese Magana LLC | 226 | $20.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 244 | $22.2K | 0.00% | +229+1,526.7% | Added |
| WPG Advisers, LLC | 253 | $23.0K | 0.01% | +150+145.6% | Added |
| Los Angeles Capital Management LLC | 255 | $23.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 289 | $26.2K | 0.00% | +78+37.0% | Added |
| Nomura Asset Management Co Ltd | 300 | $27.2K | 0.00% | −510−63.0% | Reduced |
| LRI Investments, LLC | 306 | $27.8K | 0.00% | +5+1.7% | Added |
| Optiver Holding B.V. | 308 | $28.0K | 0.00% | +185+150.4% | Added |
| Rothschild Investment LLC | 345 | $31.3K | 0.00% | +9+2.7% | Added |
| 1620 Investment Advisors, Inc. | 351 | $31.9K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 363 | $33.0K | 0.00% | −41−10.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 363 | $33.0K | 0.00% | +30+9.0% | Added |
| EverSource Wealth Advisors, LLC | 386 | $35.1K | 0.00% | −50−11.5% | Reduced |
| First Horizon Corp | 483 | $43.9K | 0.00% | +464+2,442.1% | Added |
| Harbor Capital Advisors, Inc. | 528 | $48.0K | 0.00% | −41−7.2% | Reduced |
| Smartleaf Asset Management LLC | 594 | $53.7K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 638 | $58.0K | 0.00% | +638 | New |
| IFP Advisors, Inc | 673 | $61.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 800 | $72.7K | 0.00% | 00.0% | Unchanged |