| Coston, McIsaac & Partners | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $72 | 0.00% | +4 | New |
| MCF Advisors LLC | 8 | $143 | 0.00% | +8 | New |
| Stone House Investment Management, LLC | 9 | $160 | 0.00% | +9 | New |
| Huntington National Bank | 10 | $178 | 0.00% | +9+900.0% | Added |
| Tucker Asset Management LLC | 10 | $178 | 0.00% | +10 | New |
| Rachor Investment Advisory Services, LLC | 11 | $197 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 14 | $247 | 0.00% | +14 | New |
| Horizon Investments, LLC | 17 | $303 | 0.00% | +17 | New |
| Godfrey Financial Associates, Inc. | 19 | $339 | 0.00% | +19 | New |
| Anfield Capital Management, LLC | 22 | $392 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $446 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 30 | $535 | 0.00% | +30 | New |
| Dogwood Wealth Management LLC | 33 | $588 | 0.00% | +10+43.5% | Added |
| Bay Harbor Wealth Management, LLC | 33 | $588 | 0.00% | +15+83.3% | Added |
| True Wealth Design, LLC | 34 | $607 | 0.00% | −7−17.1% | Reduced |
| CVA Family Office, LLC | 35 | $624 | 0.00% | +35 | New |
| Optima Capital LLC | 44 | $785 | 0.00% | +44 | New |
| NBC Securities, Inc. | 50 | $891 | 0.00% | 00.0% | Unchanged |
| Trust Co | 53 | $945 | 0.00% | +53 | New |
| North Star Investment Management Corp. | 54 | $963 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 55 | $981 | 0.00% | +32+139.1% | Added |
| Investors Research Corp | 68 | $1.21K | 0.00% | +68 | New |
| DiNuzzo Private Wealth, Inc. | 72 | $1.28K | 0.00% | +18+33.3% | Added |
| Country Trust Bank | 80 | $1.43K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 80 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 91 | $1.62K | 0.00% | −25−21.6% | Reduced |
| TD Capital Management LLC | 99 | $1.76K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 99 | $1.76K | 0.00% | +99 | New |
| Crewe Advisors LLC | 100 | $1.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 117 | $2.09K | 0.00% | +117 | New |
| SJS Investment Consulting Inc. | 122 | $2.18K | 0.00% | +85+229.7% | Added |
| Rialto Wealth Management, LLC | 139 | $2.48K | 0.00% | +6+4.5% | Added |
| CIBC Private Wealth Group, LLC | 155 | $2.76K | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 166 | $2.96K | 0.00% | +166 | New |
| Colonial Trust Co | 170 | $3.08K | 0.00% | +170 | New |
| UMA Financial Services, Inc. | 185 | $3.30K | 0.00% | −40−17.8% | Reduced |
| Estate Planners Group, LLC | 200 | $3.57K | 0.00% | +200 | New |
| Quadrant Capital Group LLC | 206 | $3.67K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 215 | $3.83K | 0.00% | −30−12.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 244 | $4.35K | 0.00% | +244 | New |
| Bank & Trust Co | 260 | $4.64K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 260 | $4.64K | 0.00% | +131+101.6% | Added |
| C M Bidwell & Associates Ltd | 277 | $4.94K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 288 | $5.13K | 0.00% | +288 | New |
| Global Retirement Partners, LLC | 291 | $5.19K | 0.00% | +291 | New |
| Private Wealth Management Group, LLC | 295 | $5.26K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 300 | $5.35K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 303 | $5.40K | 0.00% | +102+50.7% | Added |
| New England Capital Financial Advisors LLC | 304 | $5.42K | 0.00% | +20+7.0% | Added |
| Motiv8 Investments LLC | 387 | $7.00K | 0.00% | +387 | New |
| Spire Wealth Management | 415 | $7.40K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 427 | $7.61K | 0.00% | +51+13.6% | Added |
| DV Equities, LLC | 428 | $7.63K | 0.00% | +428 | New |
| Versant Capital Management, Inc | 477 | $8.51K | 0.00% | +181+61.1% | Added |
| Larson Financial Group LLC | 480 | $8.56K | 0.00% | +380+380.0% | Added |
| Hillsdale Investment Management Inc. | 500 | $8.91K | 0.00% | −100−16.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $8.91K | 0.00% | +500 | New |
| Eastern Bank | 510 | $9.09K | 0.00% | +510 | New |
| Private Trust Co NA | 519 | $9.25K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 527 | $9.40K | 0.00% | +107+25.5% | Added |
| CX Institutional | 550 | $10.0K | 0.00% | +550 | New |
| Quest 10 Wealth Builders, Inc. | 590 | $10.5K | 0.01% | +590 | New |
| Massmutual Trust Co FSB | 643 | $11.5K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 662 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 668 | $11.9K | 0.00% | −97−12.7% | Reduced |
| Matrix Trust Co | 650 | $12.0K | 0.00% | +650 | New |
| Zions Bancorporation, National Association | 677 | $12.1K | 0.00% | +677 | New |
| ORG Partners LLC | 700 | $12.5K | 0.00% | +295+72.8% | Added |
| Oakworth Capital, Inc. | 700 | $12.5K | 0.00% | +450+180.0% | Added |
| Pacifica Partners Inc. | 801 | $14.1K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 801 | $14.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 795 | $14.8K | 0.00% | +795 | New |
| Sunbelt Securities, Inc. | 834 | $14.9K | 0.00% | +270+47.9% | Added |
| Caitlin John, LLC | 875 | $15.6K | 0.01% | +675+337.5% | Added |
| Northwestern Mutual Wealth Management Co | 918 | $16.4K | 0.00% | +918 | New |
| Whittier Trust Co | 1,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,156 | $20.6K | 0.00% | +5+0.4% | Added |
| Parallel Advisors, LLC | 1,157 | $20.6K | 0.00% | −254−18.0% | Reduced |
| Acumen Wealth Advisors, LLC | 1,158 | $20.6K | 0.01% | +1,158 | New |
| Keating Financial Advisory Services, Inc. | 1,163 | $20.7K | 0.00% | +1,163 | New |
| Truvestments Capital LLC | 1,169 | $20.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,188 | $21.2K | 0.00% | +28+2.4% | Added |
| Geneos Wealth Management Inc. | 1,200 | $21.4K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,200 | $21.4K | 0.01% | +1,200 | New |
| Eurizon Capital SGR S.p.A. | 1,270 | $22.9K | 0.00% | +1,270 | New |
| Hantz Financial Services, Inc. | 1,262 | $23.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,293 | $23.1K | 0.00% | +425+49.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,426 | $25.4K | 0.00% | +1,426 | New |
| Ancora Advisors, LLC | 1,579 | $28.2K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1,600 | $28.5K | 0.01% | +1,600 | New |
| Smartleaf Asset Management LLC | 1,639 | $29.6K | 0.00% | +440+36.7% | Added |
| Covestor Ltd | 1,683 | $30.0K | 0.02% | −166−9.0% | Reduced |
| CoreCap Advisors, LLC | 1,764 | $31.5K | 0.00% | +50+2.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,779 | $31.7K | 0.00% | +348+24.3% | Added |
| Kingdom Financial Group LLC. | 1,809 | $32.3K | 0.01% | +1,809 | New |
| Kemnay Advisory Services Inc. | 1,849 | $33.0K | 0.00% | +1,849 | New |
| Transamerica Financial Advisors, Inc. | 1,884 | $33.6K | 0.00% | +1,884 | New |
| IFP Advisors, Inc | 1,976 | $35.2K | 0.00% | −2,472−55.6% | Reduced |