| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| ORG Partners LLC | 1 | $189 | 0.00% | −11−91.7% | Reduced |
| TFC Financial Management | 1 | $190 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $190 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $380 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $380 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $380 | 0.00% | +2 | New |
| Arlington Trust Co LLC | 2 | $380 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $569 | 0.00% | +2+200.0% | Added |
| CVA Family Office, LLC | 3 | $570 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $570 | 0.00% | +2+200.0% | Added |
| Parkworth Wealth Management, Inc. | 3 | $570 | 0.00% | +2+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $593 | 0.00% | −2−15.4% | Reduced |
| SJS Investment Consulting Inc. | 4 | $760 | 0.00% | −2−33.3% | Reduced |
| Financial Management Professionals, Inc. | 4 | $760 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 4 | $760 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $778 | 0.00% | +1+33.3% | Added |
| Prestige Wealth Management Group LLC | 5 | $950 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $1.14K | 0.00% | +5+500.0% | Added |
| Rialto Wealth Management, LLC | 6 | $1.14K | 0.00% | +6 | New |
| Albion Financial Group | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.90K | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 10 | $1.90K | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.90K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | −11−55.0% | Reduced |
| Raffa Wealth Management, LLC | 11 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $2.15K | 0.00% | −7−38.9% | Reduced |
| Webster Bank, N. A. | 12 | $2.28K | 0.00% | +12 | New |
| Mark Sheptoff Financial Planning, LLC | 12 | $2.28K | 0.00% | +12 | New |
| Park Square Financial Group, LLC | 14 | $2.66K | 0.00% | +14 | New |
| True Wealth Design, LLC | 14 | $2.66K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $3.23K | 0.00% | +17 | New |
| HM Payson & Co | 17 | $3.23K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $3.42K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 19 | $3.61K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 19 | $3.75K | 0.00% | +19 | New |
| Sachetta, LLC | 20 | $3.80K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 21 | $3.99K | 0.00% | +21 | New |
| Westend Capital Management, LLC | 22 | $4.18K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 32 | $6.08K | 0.00% | −17−34.7% | Reduced |
| Ameritas Advisory Services, LLC | 32 | $6.08K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 37 | $7.03K | 0.00% | +5+15.6% | Added |
| Spurstone Advisory Services, LLC | 40 | $7.59K | 0.12% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $7.60K | 0.00% | +3+8.1% | Added |
| Hemington Wealth Management | 46 | $8.00K | 0.00% | +5+12.2% | Added |
| Larson Financial Group LLC | 44 | $8.37K | 0.00% | +7+18.9% | Added |
| Creative Financial Designs Inc | 47 | $8.93K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 48 | $9.12K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 52 | $9.88K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 55 | $10.4K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 59 | $11.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 59 | $11.2K | 0.00% | +22+59.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $12.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 65 | $14.6K | 0.00% | +45+225.0% | Added |
| Trust Co of Vermont | 78 | $14.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 79 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 84 | $15.9K | 0.00% | +50+147.1% | Added |
| State of Wyoming | 88 | $16.7K | 0.00% | +88 | New |
| Tompkins Financial Corp | 90 | $17.1K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 93 | $17.6K | 0.01% | +93 | New |
| Anchor Investment Management, LLC | 95 | $18.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 98 | $18.6K | 0.00% | +64+188.2% | Added |
| SBI Securities Co., Ltd. | 101 | $19.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 103 | $19.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 112 | $21.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 113 | $21.5K | 0.00% | −13−10.3% | Reduced |
| Assetmark, Inc | 114 | $21.6K | 0.00% | +94+470.0% | Added |
| V-Square Quantitative Management LLC | 115 | $21.8K | 0.00% | −62−35.0% | Reduced |
| Harbor Investment Advisory, LLC | 118 | $22.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 125 | $23.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 130 | $24.7K | 0.00% | −36−21.7% | Reduced |
| Farther Finance Advisors, LLC | 132 | $25.1K | 0.00% | +12+10.0% | Added |
| WPG Advisers, LLC | 132 | $25.1K | 0.02% | +41+45.1% | Added |
| Cetera Trust Company, N.A | 138 | $26.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 177 | $26.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 148 | $28.1K | 0.00% | −6−3.9% | Reduced |
| Headlands Technologies LLC | 152 | $28.9K | 0.00% | +152 | New |
| Global Retirement Partners, LLC | 190 | $36.0K | 0.00% | +190 | New |
| Smartleaf Asset Management LLC | 193 | $36.4K | 0.00% | −158−45.0% | Reduced |
| Essential Partners LLC | 194 | $36.8K | 0.01% | +194 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $38.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 219 | $41.6K | 0.00% | +85+63.4% | Added |
| JFS Wealth Advisors, LLC | 230 | $43.7K | 0.00% | −4−1.7% | Reduced |
| Nomura Asset Management Co Ltd | 230 | $43.7K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 239 | $45.4K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 243 | $46.1K | 0.01% | −3−1.2% | Reduced |
| Motco | 285 | $55.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $57.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 301 | $57.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 358 | $68.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 360 | $68.4K | 0.00% | +25+7.5% | Added |
| Allworth Financial LP | 390 | $74.1K | 0.00% | +52+15.4% | Added |
| Danske Bank A/S | 400 | $76.0K | 0.00% | +400 | New |
| CoreCap Advisors, LLC | 411 | $78.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 425 | $80.7K | 0.00% | −50−10.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 445 | $84.6K | 0.00% | +445 | New |
| Covestor Ltd | 445 | $85.0K | 0.05% | −242−35.2% | Reduced |
| TD Private Client Wealth LLC | 496 | $94.2K | 0.00% | +35+7.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 505 | $96.0K | 0.00% | +505 | New |
| Acadian Asset Management LLC | 517 | $98.0K | 0.00% | −659−56.0% | Reduced |