| Avion Wealth | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Rossby Financial, LCC | 1 | $184 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $186 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $369 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $553 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $553 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $612 | 0.00% | −2−13.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $737 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $738 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $738 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $746 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 5 | $922 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $923 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.48K | 0.00% | +1+14.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9 | $1.66K | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 10 | $1.84K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 10 | $2.00K | 0.04% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $2.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $2.21K | 0.00% | +2+20.0% | Added |
| HFM Investment Advisors, LLC | 14 | $2.58K | 0.00% | +11+366.7% | Added |
| Transamerica Financial Advisors, Inc. | 14 | $2.58K | 0.00% | +13+1,300.0% | Added |
| Quattro Advisors LLC | 15 | $2.77K | 0.00% | +15 | New |
| CWM Advisors, LLC | 16 | $2.92K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 15 | $3.11K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 17 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $3.32K | 0.00% | +1+5.9% | Added |
| Sachetta, LLC | 20 | $3.69K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 21 | $3.87K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 24 | $4.43K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 24 | $4.43K | 0.00% | +24 | New |
| Turning Point Benefit Group, Inc. | 24 | $4.43K | 0.00% | +24 | New |
| Westside Investment Management, Inc. | 28 | $5.16K | 0.00% | +28 | New |
| Strategic Wealth Partners, Ltd. | 35 | $6.46K | 0.00% | +35 | New |
| Salomon & Ludwin, LLC | 37 | $7.19K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 40 | $7.38K | 0.12% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $7.75K | 0.00% | +5+13.5% | Added |
| Farmers & Merchants Investments Inc | 43 | $7.93K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 47 | $8.67K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $9.21K | 0.00% | −29−36.7% | Reduced |
| Basecamp Wealth Advisors LLC | 52 | $9.59K | 0.00% | +52 | New |
| DT Investment Partners, LLC | 52 | $9.59K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 61 | $11.3K | 0.01% | +61 | New |
| True Wealth Design, LLC | 66 | $12.2K | 0.00% | −36−35.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $12.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 72 | $13.3K | 0.00% | +23+46.9% | Added |
| Trust Co of Vermont | 78 | $14.4K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 79 | $14.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 85 | $15.7K | 0.01% | −32−27.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 85 | $15.7K | 0.00% | +85 | New |
| Elyxium Wealth, LLC | 86 | $15.9K | 0.00% | +86 | New |
| Princeton Global Asset Management LLC | 87 | $16.0K | 0.00% | +87 | New |
| Tompkins Financial Corp | 90 | $16.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 90 | $16.6K | 0.00% | +90 | New |
| SJS Investment Consulting Inc. | 91 | $16.8K | 0.00% | +87+2,175.0% | Added |
| Anchor Investment Management, LLC | 95 | $17.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 96 | $17.7K | 0.00% | −17−15.0% | Reduced |
| DV Trading LLC | 100 | $18.4K | 0.00% | +100 | New |
| SBI Securities Co., Ltd. | 101 | $18.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 118 | $21.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 125 | $23.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $24.0K | 0.00% | +5+4.0% | Added |
| Richardson Financial Services Inc. | 130 | $24.0K | 0.01% | +29+28.7% | Added |
| Cetera Trust Company, N.A | 138 | $25.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 139 | $25.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 139 | $25.6K | 0.00% | −14,211−99.0% | Reduced |
| Root Financial Partners, LLC | 143 | $26.4K | 0.00% | +10+7.5% | Added |
| Medallion Wealth Advisors, LLC | 147 | $27.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 147 | $27.1K | 0.00% | +13+9.7% | Added |
| TD Capital Management LLC | 148 | $27.3K | 0.00% | +148 | New |
| Battery Global Advisors, LLC | 408 | $27.3K | 0.01% | +169+70.7% | Added |
| Cornerstone Planning Group LLC | 172 | $31.4K | 0.00% | −1−0.6% | Reduced |
| Wall Street Access Asset Management, LLC | 181 | $33.4K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 181 | $33.4K | 0.00% | +181 | New |
| Financial Consulate, Inc | 200 | $36.9K | 0.01% | +100+100.0% | Added |
| Assetmark, Inc | 201 | $37.1K | 0.00% | +21+11.7% | Added |
| Measured Wealth Private Client Group, LLC | 227 | $41.9K | 0.01% | −17−7.0% | Reduced |
| Sunbelt Securities, Inc. | 228 | $42.0K | 0.00% | +1+0.4% | Added |
| Nomura Asset Management Co Ltd | 230 | $42.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 232 | $42.8K | 0.00% | +153+193.7% | Added |
| JFS Wealth Advisors, LLC | 241 | $44.4K | 0.00% | +11+4.8% | Added |
| Versant Capital Management, Inc | 243 | $44.8K | 0.01% | 00.0% | Unchanged |
| Motco | 285 | $52.6K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 301 | $56.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 310 | $57.2K | 0.00% | +32+11.5% | Added |
| Rothschild Investment LLC | 332 | $61.2K | 0.00% | −50−13.1% | Reduced |
| TD Private Client Wealth LLC | 335 | $61.8K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 349 | $64.4K | 0.01% | +349 | New |
| CoreCap Advisors, LLC | 360 | $66.4K | 0.00% | −25−6.5% | Reduced |
| Matrix Trust Co | 362 | $67.0K | 0.01% | −1,257−77.6% | Reduced |
| State of Wyoming | 381 | $70.3K | 0.01% | +102+36.6% | Added |
| Danske Bank A/S | 400 | $73.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 420 | $77.4K | 0.00% | −27−6.0% | Reduced |
| Torren Management, LLC | 439 | $81.0K | 0.04% | +439 | New |
| Quarry LP | 457 | $84.3K | 0.01% | −303−39.9% | Reduced |
| Truvestments Capital LLC | 459 | $84.7K | 0.02% | 00.0% | Unchanged |