| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 1 | $78 | 0.00% | −3−75.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $84 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $243 | 0.00% | +3 | New |
| Ancora Advisors, LLC | 3 | $253 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $254 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 4 | $337 | 0.00% | −510−99.2% | Reduced |
| SBI Securities Co., Ltd. | 4 | $337 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $337 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $337 | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 4 | $338 | 0.00% | −2−33.3% | Reduced |
| TFC Financial Management | 4 | $338 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $421 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $444 | 0.00% | +2+50.0% | Added |
| NVWM, LLC | 6 | $506 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6 | $506 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $506 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 8 | $675 | 0.00% | −12−60.0% | Reduced |
| Trifecta Capital Advisors, LLC | 8 | $675 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 8 | $675 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $675 | 0.00% | +5+166.7% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $675 | 0.00% | +8 | New |
| Horizon Financial Services, LLC | 9 | $759 | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 10 | $844 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $844 | 0.00% | +10 | New |
| Key Financial Inc | 10 | $844 | 0.00% | +10 | New |
| Clark Wealth Partners | 10 | $844 | 0.00% | +10 | New |
| Private Wealth Asset Management, LLC | 11 | $928 | 0.00% | +11 | New |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −505−96.6% | Reduced |
| Lazard Asset Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 12 | $1.01K | 0.00% | +12 | New |
| NewSquare Capital LLC | 13 | $1.10K | 0.00% | +10+333.3% | Added |
| Cromwell Holdings LLC | 14 | $1.18K | 0.00% | −459−97.0% | Reduced |
| Harbor Investment Advisory, LLC | 15 | $1.26K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $1.26K | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 16 | $1.35K | 0.00% | −36−69.2% | Reduced |
| Raffa Wealth Management, LLC | 16 | $1.35K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 16 | $1.35K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $1.69K | 0.00% | −56−73.7% | Reduced |
| True Wealth Design, LLC | 21 | $1.77K | 0.00% | +7+50.0% | Added |
| SJS Investment Consulting Inc. | 22 | $1.86K | 0.00% | +2+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $1.94K | 0.00% | −2−8.0% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $2.36K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 29 | $2.45K | 0.00% | +29 | New |
| South State Corp. | 33 | $2.78K | 0.00% | −43−56.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 33 | $2.78K | 0.01% | +5+17.9% | Added |
| Red Tortoise LLC | 34 | $2.87K | 0.00% | +10+41.7% | Added |
| Creative Financial Designs Inc | 35 | $2.95K | 0.00% | +11+45.8% | Added |
| South Plains Financial, Inc. | 36 | $3.04K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 44 | $3.71K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 44 | $3.71K | 0.00% | +1+2.3% | Added |
| Aventura Private Wealth, LLC | 48 | $4.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 57 | $4.81K | 0.00% | −98−63.2% | Reduced |
| Meeder Asset Management Inc | 58 | $4.89K | 0.00% | +58 | New |
| Wolff Wiese Magana LLC | 60 | $5.06K | 0.00% | +60 | New |
| Golden State Wealth Management, LLC | 64 | $5.40K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 68 | $5.74K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 69 | $5.82K | 0.00% | −5,861−98.8% | Reduced |
| ESL Trust Services, LLC | 70 | $5.91K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 72 | $6.07K | 0.00% | +2+2.9% | Added |
| Stuart Chaussee & Associates, Inc. | 76 | $6.41K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 79 | $6.66K | 0.00% | +3+3.9% | Added |
| Saudi Central Bank | 79 | $6.66K | 0.04% | +79 | New |
| Dunhill Financial, LLC | 87 | $7.32K | 0.00% | −2−2.2% | Reduced |
| ORG Partners LLC | 92 | $7.47K | 0.00% | +92 | New |
| Smithfield Trust Co | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 97 | $8.01K | 0.00% | −28−22.4% | Reduced |
| MV Capital Management, Inc. | 98 | $8.27K | 0.00% | +10+11.4% | Added |
| JFS Wealth Advisors, LLC | 98 | $8.27K | 0.00% | +15+18.1% | Added |
| Hollencrest Capital Management | 100 | $8.44K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $8.44K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 101 | $8.52K | 0.00% | +10+11.0% | Added |
| Cornerstone Planning Group LLC | 110 | $8.89K | 0.00% | +101+1,122.2% | Added |
| Rise Advisors, LLC | 118 | $9.95K | 0.00% | −20−14.5% | Reduced |
| Assetmark, Inc | 135 | $11.4K | 0.00% | −37−21.5% | Reduced |
| Arcadia Investment Management Corp | 140 | $11.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 140 | $11.8K | 0.00% | +47+50.5% | Added |
| Covestor Ltd | 142 | $12.0K | 0.01% | −316−69.0% | Reduced |
| CVA Family Office, LLC | 151 | $12.7K | 0.00% | +33+28.0% | Added |
| IFP Advisors, Inc | 151 | $12.7K | 0.00% | +61+67.8% | Added |
| Bell Investment Advisors, Inc | 162 | $13.7K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 164 | $13.8K | 0.01% | +164 | New |
| GW&K Investment Management, LLC | 166 | $14.0K | 0.00% | +66+66.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 168 | $14.2K | 0.01% | −8−4.5% | Reduced |
| Spire Wealth Management | 172 | $14.5K | 0.00% | −75−30.4% | Reduced |
| WPG Advisers, LLC | 178 | $15.0K | 0.01% | −56−23.9% | Reduced |
| Peoples Bank | 180 | $15.2K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 181 | $15.3K | 0.00% | +181 | New |
| Financial Network Wealth Advisors LLC | 186 | $15.7K | 0.02% | +153+463.6% | Added |
| Geneos Wealth Management Inc. | 209 | $17.6K | 0.00% | +74+54.8% | Added |
| Rothschild Investment LLC | 218 | $18.4K | 0.00% | −22−9.2% | Reduced |
| Versant Capital Management, Inc | 229 | $19.3K | 0.00% | −759−76.8% | Reduced |
| Global Financial Private Client, LLC | 234 | $19.7K | 0.01% | −9−3.7% | Reduced |
| Atlantic Trust, LLC | 237 | $20.0K | 0.00% | −115−32.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 247 | $20.8K | 0.01% | +247 | New |
| Hemington Wealth Management | 313 | $26.0K | 0.00% | −7−2.2% | Reduced |
| Parkside Financial Bank & Trust | 320 | $27.0K | 0.00% | −38−10.6% | Reduced |