| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 1 | $42 | 0.00% | −2−66.7% | Reduced |
| Hughes Financial Services, LLC | 1 | $64 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $91 | 0.00% | +1 | New |
| DV Trading LLC | 2 | $128 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $129 | 0.00% | −294−99.3% | Reduced |
| Rialto Wealth Management, LLC | 3 | $193 | 0.00% | −1−25.0% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $257 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $257 | 0.00% | +1+33.3% | Added |
| SJS Investment Consulting Inc. | 5 | $322 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 7 | $450 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $514 | 0.00% | −3−27.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $577 | 0.00% | +4+80.0% | Added |
| Cromwell Holdings LLC | 10 | $642 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $643 | 0.00% | −11−52.4% | Reduced |
| Key Financial Inc | 12 | $771 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $835 | 0.00% | −139−91.4% | Reduced |
| Curio Wealth, LLC | 13 | $860 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 14 | $899 | 0.00% | +14 | New |
| Manchester Capital Management LLC | 14 | $900 | 0.00% | +14 | New |
| Tucker Asset Management LLC | 15 | $963 | 0.00% | +15 | New |
| Basecamp Wealth Advisors LLC | 15 | $963 | 0.00% | +15 | New |
| Optima Capital LLC | 15 | $964 | 0.00% | +15 | New |
| Bessemer Group Inc | 20 | $1.00K | 0.00% | −95−82.6% | Reduced |
| Navigoe, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 17 | $1.09K | 0.00% | −39−69.6% | Reduced |
| CVA Family Office, LLC | 17 | $1.09K | 0.00% | −10−37.0% | Reduced |
| Mascoma Wealth Management LLC | 18 | $1.16K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 19 | $1.22K | 0.00% | −2−9.5% | Reduced |
| Fortitude Family Office, LLC | 19 | $1.22K | 0.00% | +4+26.7% | Added |
| Center for Financial Planning, Inc. | 21 | $1.35K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 22 | $1.41K | 0.00% | −2,351−99.1% | Reduced |
| Park Place Capital Corp | 24 | $1.54K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 29 | $1.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.06K | 0.00% | +7+28.0% | Added |
| Webster Bank, N. A. | 35 | $2.25K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 36 | $2.31K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 37 | $2.38K | 0.00% | +8+27.6% | Added |
| Bare Financial Services, Inc | 42 | $2.70K | 0.00% | +28+200.0% | Added |
| Whittier Trust Co of Nevada Inc | 44 | $2.85K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 46 | $2.96K | 0.00% | +21+84.0% | Added |
| Capital Advisors, Ltd. LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 50 | $3.00K | 0.00% | +50 | New |
| Cape Investment Advisory, Inc. | 47 | $3.02K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 49 | $3.15K | 0.00% | +21+75.0% | Added |
| Farmers & Merchants Investments Inc | 51 | $3.27K | 0.00% | +3+6.3% | Added |
| Harbour Investments, Inc. | 57 | $3.66K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 58 | $3.74K | 0.00% | +58 | New |
| Versant Capital Management, Inc | 63 | $4.05K | 0.00% | −185−74.6% | Reduced |
| Larson Financial Group LLC | 65 | $4.19K | 0.00% | −219−77.1% | Reduced |
| Brown Brothers Harriman & Co | 71 | $4.56K | 0.00% | −18−20.2% | Reduced |
| Bogart Wealth, LLC | 71 | $4.56K | 0.00% | +10+16.4% | Added |
| Jones Financial Companies LLLP | 74 | $4.75K | 0.00% | −160−68.4% | Reduced |
| DV Equities, LLC | 75 | $4.82K | 0.00% | +75 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80 | $5.08K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 79 | $5.08K | 0.00% | +1+1.3% | Added |
| SBI Securities Co., Ltd. | 90 | $5.78K | 0.00% | +28+45.2% | Added |
| TD Private Client Wealth LLC | 92 | $5.91K | 0.00% | +13+16.5% | Added |
| GWM Advisors LLC | 93 | $5.97K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 100 | $6.42K | 0.00% | +47+88.7% | Added |
| Strategic Wealth Partners, Ltd. | 100 | $6.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 111 | $7.13K | 0.00% | −125−53.0% | Reduced |
| SRS Capital Advisors, Inc. | 112 | $7.19K | 0.00% | −16,774−99.3% | Reduced |
| Frazier Financial Advisors, LLC | 113 | $7.26K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 115 | $7.39K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 118 | $7.58K | 0.00% | +6+5.4% | Added |
| T. Rowe Price Investment Management, Inc. | 122 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 132 | $8.48K | 0.00% | +118+842.9% | Added |
| Root Financial Partners, LLC | 136 | $8.73K | 0.00% | −4−2.9% | Reduced |
| Eastern Bank | 142 | $9.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 144 | $9.25K | 0.00% | +119+476.0% | Added |
| Huntington National Bank | 150 | $9.63K | 0.00% | −48−24.2% | Reduced |
| Trust Co of Vermont | 150 | $9.63K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 152 | $9.94K | 0.00% | +28+22.6% | Added |
| Arlington Trust Co LLC | 160 | $10.3K | 0.00% | +110+220.0% | Added |
| Northwestern Mutual Wealth Management Co | 170 | $10.9K | 0.00% | −47−21.7% | Reduced |
| Pflug Koory, LLC | 175 | $11.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 187 | $12.0K | 0.00% | +126+206.6% | Added |
| MAI Capital Management | 188 | $12.1K | 0.00% | +40+27.0% | Added |
| Nomura Asset Management Co Ltd | 190 | $12.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 202 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 227 | $14.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 234 | $15.0K | 0.00% | −1,007−81.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 266 | $17.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 297 | $19.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 300 | $19.7K | 0.00% | +300 | New |
| Kayne Anderson Rudnick Investment Management LLC | 307 | $19.7K | 0.00% | −896−74.5% | Reduced |
| GAMMA Investing LLC | 316 | $20.3K | 0.00% | −135−29.9% | Reduced |
| Cheviot Value Management, LLC | 337 | $20.6K | 0.00% | −20−5.6% | Reduced |
| AdvisorNet Financial, Inc | 338 | $21.7K | 0.00% | +1+0.3% | Added |
| First Horizon Corp | 343 | $22.0K | 0.00% | −7−2.0% | Reduced |
| Kestra Advisory Services, LLC | 369 | $23.7K | 0.00% | +369 | New |
| Grove Bank & Trust | 400 | $25.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 406 | $26.1K | 0.00% | +150+58.6% | Added |
| GHP Investment Advisors, Inc. | 407 | $26.1K | 0.00% | +2+0.5% | Added |
| CIBC Private Wealth Group, LLC | 409 | $26.3K | 0.00% | +11+2.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 436 | $28.0K | 0.00% | −595−57.7% | Reduced |
| Rothschild Investment LLC | 484 | $31.1K | 0.00% | −138−22.2% | Reduced |