| Avion Wealth | 12 | $0 | 0.00% | −4−25.0% | Reduced |
| MV Capital Management, Inc. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 3 | $244 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $244 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 3 | $244 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $321 | 0.00% | +4 | New |
| Strategic Wealth Partners, Ltd. | 4 | $325 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $366 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $407 | 0.00% | −69−93.2% | Reduced |
| MCF Advisors LLC | 5 | $407 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $407 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5 | $407 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $407 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 5 | $407 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $407 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $407 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $487 | 0.00% | +4+200.0% | Added |
| Rakuten Securities, Inc. | 7 | $569 | 0.00% | −23−76.7% | Reduced |
| HFM Investment Advisors, LLC | 7 | $569 | 0.00% | +5+250.0% | Added |
| American Capital Advisory, LLC | 7 | $570 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 9 | $732 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $732 | 0.00% | +9 | New |
| CVA Family Office, LLC | 9 | $732 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $813 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 11 | $895 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $895 | 0.00% | +7+175.0% | Added |
| SJS Investment Consulting Inc. | 12 | $976 | 0.00% | −11−47.8% | Reduced |
| Cromwell Holdings LLC | 12 | $976 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $976 | 0.00% | +4+50.0% | Added |
| Cape Investment Advisory, Inc. | 14 | $1.14K | 0.00% | −200−93.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 17 | $1.38K | 0.00% | −177−91.2% | Reduced |
| Spire Wealth Management | 17 | $1.38K | 0.00% | −35−67.3% | Reduced |
| Abound Wealth Management | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $1.51K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $1.87K | 0.00% | −27−54.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $1.87K | 0.00% | +1+4.5% | Added |
| Kestra Investment Management, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 27 | $2.19K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.44K | 0.00% | +30 | New |
| South State Corp. | 34 | $2.77K | 0.00% | −6−15.0% | Reduced |
| TD Waterhouse Canada Inc. | 35 | $2.81K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 36 | $2.93K | 0.00% | −184−83.6% | Reduced |
| ORG Partners LLC | 37 | $2.96K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 39 | $3.17K | 0.00% | +39 | New |
| Atlantic Trust, LLC | 39 | $3.17K | 0.00% | −24−38.1% | Reduced |
| Sachetta, LLC | 41 | $3.33K | 0.00% | −17−29.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 42 | $3.42K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $4.15K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 53 | $4.31K | 0.00% | −140−72.5% | Reduced |
| Country Trust Bank | 53 | $4.31K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 56 | $4.55K | 0.00% | +56 | New |
| Hoey Investments, Inc | 65 | $5.29K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 70 | $5.69K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 88 | $7.16K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 94 | $7.64K | 0.00% | +40+74.1% | Added |
| Ameriflex Group, Inc. | 94 | $7.66K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 97 | $7.89K | 0.02% | +97 | New |
| JFS Wealth Advisors, LLC | 97 | $7.89K | 0.00% | −79−44.9% | Reduced |
| Financial Gravity Companies, Inc. | 100 | $8.13K | 0.00% | +100 | New |
| Ameritas Advisory Services, LLC | 100 | $8.13K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 116 | $9.43K | 0.00% | +2+1.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 99 | $9.54K | 0.00% | +99 | New |
| Assetmark, Inc | 133 | $10.8K | 0.00% | +15+12.7% | Added |
| Bell Investment Advisors, Inc | 139 | $11.3K | 0.00% | +45+47.9% | Added |
| CIBC Private Wealth Group, LLC | 142 | $11.5K | 0.00% | −491−77.6% | Reduced |
| Private Wealth Management Group, LLC | 146 | $11.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 157 | $12.8K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 158 | $12.8K | 0.00% | −72−31.3% | Reduced |
| Capital Advisors, Ltd. LLC | 161 | $13.0K | 0.00% | +11+7.3% | Added |
| Inlight Wealth Management, LLC | 175 | $14.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 186 | $15.0K | 0.01% | +5+2.8% | Added |
| Cullen/Frost Bankers, Inc. | 190 | $15.5K | 0.00% | +190 | New |
| Atticus Wealth Management, LLC | 194 | $15.8K | 0.00% | +4+2.1% | Added |
| Daiwa Securities Group Inc. | 200 | $16.0K | 0.00% | −200−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 206 | $16.8K | 0.00% | +4+2.0% | Added |
| Tompkins Financial Corp | 209 | $17.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 213 | $17.3K | 0.00% | +166+353.2% | Added |
| Bayforest Capital Ltd | 215 | $17.5K | 0.01% | −421−66.2% | Reduced |
| Clearstead Advisors, LLC | 219 | $17.8K | 0.00% | +210+2,333.3% | Added |
| SBI Securities Co., Ltd. | 229 | $18.6K | 0.00% | +3+1.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 236 | $19.2K | 0.01% | +52+28.3% | Added |
| Picton Mahoney Asset Management | 260 | $21.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 267 | $21.0K | 0.01% | +267 | New |
| Pinnacle Bancorp, Inc. | 265 | $21.6K | 0.01% | −5−1.9% | Reduced |
| Hemington Wealth Management | 291 | $23.0K | 0.00% | +70+31.7% | Added |
| Whittier Trust Co | 295 | $24.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 300 | $24.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 310 | $25.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 354 | $28.8K | 0.00% | −2−0.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 364 | $29.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 389 | $31.9K | 0.00% | −367−48.5% | Reduced |
| AdvisorNet Financial, Inc | 466 | $37.9K | 0.00% | −275−37.1% | Reduced |
| Ci Investments Inc. | 495 | $40.0K | 0.00% | −71−12.5% | Reduced |
| Orion Capital Management LLC | 497 | $40.4K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 500 | $40.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 569 | $46.3K | 0.00% | +297+109.2% | Added |