| Hemington Wealth Management | 16 | $0 | 0.00% | −80−83.3% | Reduced |
| Raleigh Capital Management Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $48 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $55 | 0.00% | −1−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $55 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $111 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $166 | 0.00% | −6−66.7% | Reduced |
| Financial Management Professionals, Inc. | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $166 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $168 | 0.00% | −3−50.0% | Reduced |
| NewSquare Capital LLC | 4 | $221 | 0.00% | −25−86.2% | Reduced |
| Sound Income Strategies, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $332 | 0.00% | −100−94.3% | Reduced |
| Crewe Advisors LLC | 6 | $332 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $332 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $332 | 0.00% | +6 | New |
| Activest Wealth Management | 7 | $387 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 11 | $543 | 0.00% | −38−77.6% | Reduced |
| WealthTrak Capital Management LLC | 10 | $554 | 0.00% | +10 | New |
| Cedar Wealth Management, LLC | 14 | $775 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15 | $830 | 0.00% | −6−28.6% | Reduced |
| North Ridge Wealth Advisors, Inc. | 15 | $830 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $886 | 0.00% | −332−95.4% | Reduced |
| Horizon Investments, LLC | 17 | $940 | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 19 | $1.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $1.05K | 0.00% | +19 | New |
| Bullock Wealth Management Group | 19 | $1.11K | 0.00% | +4+26.7% | Added |
| Piscataqua Savings Bank | 20 | $1.11K | 0.00% | +20 | New |
| Cromwell Holdings LLC | 20 | $1.11K | 0.00% | +10+100.0% | Added |
| Creative Capital Management Investments LLC | 27 | $1.49K | 0.00% | +27 | New |
| Salem Investment Counselors Inc | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $1.77K | 0.00% | −138−81.2% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $1.77K | 0.00% | −7−17.9% | Reduced |
| WealthCollab, LLC | 33 | $1.83K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 33 | $1.83K | 0.00% | +33 | New |
| Bruce G. Allen Investments, LLC | 34 | $1.88K | 0.00% | +16+88.9% | Added |
| Golden State Wealth Management, LLC | 35 | $1.94K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 36 | $1.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $2.00K | 0.00% | −54−60.7% | Reduced |
| Ogorek Anthony Joseph | 51 | $2.00K | 0.00% | −10−16.4% | Reduced |
| Atlantic Trust, LLC | 39 | $2.16K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 43 | $2.38K | 0.00% | −60−58.3% | Reduced |
| Princeton Global Asset Management LLC | 46 | $2.54K | 0.00% | +46 | New |
| Rothschild Investment LLC | 49 | $2.71K | 0.00% | −258−84.0% | Reduced |
| Hilltop National Bank | 50 | $2.77K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 55 | $3.04K | 0.00% | +55 | New |
| SRS Capital Advisors, Inc. | 56 | $3.10K | 0.00% | +56 | New |
| MV Capital Management, Inc. | 57 | $3.15K | 0.00% | −1−1.7% | Reduced |
| Evolution Wealth Management Inc. | 57 | $3.15K | 0.00% | +57 | New |
| Asset Dedication, LLC | 60 | $3.32K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 66 | $3.65K | 0.00% | +66 | New |
| Barrett & Company, Inc. | 80 | $4.43K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 85 | $5.00K | 0.00% | +20+30.8% | Added |
| Delta Asset Management LLC | 91 | $5.04K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 91 | $5.04K | 0.00% | −131−59.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 111 | $6.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 115 | $6.36K | 0.00% | −2−1.7% | Reduced |
| CoreCap Advisors, LLC | 116 | $6.47K | 0.00% | −4−3.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 119 | $6.58K | 0.00% | +111+1,387.5% | Added |
| Federation des caisses Desjardins du Quebec | 120 | $6.64K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 121 | $6.69K | 0.00% | +121 | New |
| Leonteq Securities AG | 127 | $7.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 130 | $7.19K | 0.00% | +130 | New |
| Bare Financial Services, Inc | 134 | $7.41K | 0.00% | +134 | New |
| Tower Research Capital LLC (TRC) | 135 | $7.47K | 0.00% | −2,887−95.5% | Reduced |
| Rakuten Securities, Inc. | 138 | $7.64K | 0.00% | −14−9.2% | Reduced |
| Sunbelt Securities, Inc. | 123 | $8.51K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 155 | $8.58K | 0.00% | −117−43.0% | Reduced |
| Financial Perspectives, Inc | 164 | $9.07K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 190 | $9.92K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 180 | $9.99K | 0.00% | −300−62.5% | Reduced |
| Hantz Financial Services, Inc. | 177 | $10.0K | 0.00% | +115+185.5% | Added |
| DT Investment Partners, LLC | 183 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 184 | $10.2K | 0.00% | +184 | New |
| Rosenberg Matthew Hamilton | 185 | $10.2K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 194 | $10.7K | 0.01% | −194−50.0% | Reduced |
| Twin Lakes Capital Management, LLC | 196 | $10.8K | 0.01% | +1+0.5% | Added |
| City State Bank | 200 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $11.1K | 0.00% | +200 | New |
| Covestor Ltd | 223 | $12.0K | 0.01% | −2,760−92.5% | Reduced |
| Core Alternative Capital | 225 | $12.4K | 0.00% | −1,441−86.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 233 | $12.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 239 | $13.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 52 | $13.3K | 0.00% | −98−65.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 244 | $13.5K | 0.00% | +244 | New |
| Strengthening Families & Communities, LLC | 254 | $14.4K | 0.01% | −186−42.3% | Reduced |
| Spire Wealth Management | 262 | $14.5K | 0.00% | −17−6.1% | Reduced |
| Sierra Ocean, LLC | 273 | $15.1K | 0.01% | +140+105.3% | Added |
| Parkside Financial Bank & Trust | 285 | $15.8K | 0.00% | −170−37.4% | Reduced |
| Massmutual Trust Co FSB | 297 | $16.4K | 0.00% | −109−26.8% | Reduced |
| ORG Partners LLC | 300 | $16.6K | 0.00% | −11−3.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 425 | $17.5K | 0.01% | +425 | New |
| Armstrong Advisory Group, Inc | 323 | $17.9K | 0.00% | +82+34.0% | Added |
| Versant Capital Management, Inc | 344 | $19.0K | 0.00% | −1,004−74.5% | Reduced |
| Umb Bank N A | 364 | $20.1K | 0.00% | −934−72.0% | Reduced |
| Ossiam | 365 | $20.2K | 0.00% | +365 | New |
| Paradigm Asset Management Co LLC | 415 | $23.0K | 0.01% | 00.0% | Unchanged |
