| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $58 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $58 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $59 | 0.00% | +1 | New |
| Blume Capital Management, Inc. | 2 | $117 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 5 | $290 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 6 | $348 | 0.00% | +5+500.0% | Added |
| Cromwell Holdings LLC | 6 | $348 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $349 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $595 | 0.03% | −2−16.7% | Reduced |
| Bare Financial Services, Inc | 11 | $638 | 0.00% | +11 | New |
| Golden State Wealth Management, LLC | 12 | $696 | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $1.33K | 0.00% | +8+53.3% | Added |
| MV Capital Management, Inc. | 24 | $1.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.39K | 0.00% | +19+380.0% | Added |
| Mascoma Wealth Management LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 25 | $1.45K | 0.00% | +25 | New |
| CVA Family Office, LLC | 26 | $1.51K | 0.00% | +8+44.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $1.62K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 29 | $1.68K | 0.00% | −23−44.2% | Reduced |
| Atlantic Trust, LLC | 29 | $1.68K | 0.00% | +29 | New |
| Missouri Trust & Investment Co | 31 | $1.80K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 31 | $1.80K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 35 | $2.03K | 0.00% | +35 | New |
| Cypress Capital Management LLC (WY) | 40 | $2.32K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 48 | $2.79K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 49 | $2.84K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $2.96K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $3.42K | 0.00% | +59 | New |
| Cornerstone Planning Group LLC | 66 | $3.58K | 0.00% | +20+43.5% | Added |
| Wolff Wiese Magana LLC | 72 | $4.18K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 80 | $4.64K | 0.00% | −6,700−98.8% | Reduced |
| Dogwood Wealth Management LLC | 80 | $4.64K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 87 | $4.93K | 0.00% | +86+8,600.0% | Added |
| ORG Partners LLC | 93 | $5.27K | 0.00% | +93 | New |
| Farmers & Merchants Investments Inc | 93 | $5.40K | 0.00% | +43+86.0% | Added |
| Glen Eagle Advisors, LLC | 100 | $5.80K | 0.00% | −107−51.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.80K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 100 | $5.80K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $5.80K | 0.00% | +100 | New |
| Anderson Financial Strategies, LLC | 106 | $6.15K | 0.00% | +106 | New |
| Prestige Wealth Management Group LLC | 106 | $6.15K | 0.00% | +106 | New |
| Beacon Capital Management, LLC | 111 | $6.44K | 0.00% | +36+48.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 112 | $6.50K | 0.00% | +112 | New |
| Hemington Wealth Management | 130 | $7.00K | 0.00% | −123−48.6% | Reduced |
| True Wealth Design, LLC | 128 | $7.43K | 0.00% | +102+392.3% | Added |
| Iron Horse Wealth Management, LLC | 142 | $8.24K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 154 | $8.94K | 0.00% | +46+42.6% | Added |
| Continuum Advisory, LLC | 157 | $9.11K | 0.00% | −37−19.1% | Reduced |
| South State Corp. | 177 | $10.3K | 0.00% | +177 | New |
| Hantz Financial Services, Inc. | 182 | $11.0K | 0.00% | +169+1,300.0% | Added |
| Matrix Trust Co | 184 | $11.0K | 0.00% | +184 | New |
| Fortitude Family Office, LLC | 191 | $11.1K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $11.6K | 0.00% | +200 | New |
| Park Place Capital Corp | 230 | $13.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 252 | $14.6K | 0.00% | −26−9.4% | Reduced |
| Versant Capital Management, Inc | 253 | $14.7K | 0.00% | +253 | New |
| Amundi | 273 | $14.9K | 0.00% | −11,383−97.7% | Reduced |
| Sandy Spring Bank | 260 | $15.1K | 0.00% | +10+4.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 261 | $15.1K | 0.00% | +261 | New |
| Morse Asset Management, Inc | 263 | $15.3K | 0.00% | −552−67.7% | Reduced |
| Mather Group, LLC. | 264 | $15.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 268 | $15.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 301 | $17.5K | 0.01% | −155−34.0% | Reduced |
| Principal Securities, Inc. | 335 | $17.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 314 | $18.0K | 0.01% | −888−73.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 320 | $18.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 345 | $20.0K | 0.00% | −38−9.9% | Reduced |
| Medallion Wealth Advisors, LLC | 366 | $20.8K | 0.01% | +141+62.7% | Added |
| Massmutual Trust Co FSB | 363 | $21.1K | 0.00% | +259+249.0% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 380 | $22.1K | 0.01% | +380 | New |
| Farther Finance Advisors, LLC | 390 | $22.1K | 0.00% | +236+153.2% | Added |
| EverSource Wealth Advisors, LLC | 384 | $22.3K | 0.00% | +72+23.1% | Added |
| Brown Brothers Harriman & Co | 399 | $23.2K | 0.00% | +200+100.5% | Added |
| Eastern Bank | 400 | $23.2K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 400 | $23.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 413 | $24.0K | 0.00% | +413 | New |
| Ci Investments Inc. | 406 | $24.0K | 0.00% | −69−14.5% | Reduced |
| Boston Private Wealth LLC | 414 | $24.0K | 0.00% | +414 | New |
| Harbour Investments, Inc. | 415 | $24.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 420 | $24.4K | 0.00% | +165+64.7% | Added |
| Optiver Holding B.V. | 421 | $24.4K | 0.00% | +421 | New |
| CIBC Private Wealth Group, LLC | 566 | $28.7K | 0.00% | +101+21.7% | Added |
| VSM Wealth Advisory, LLC | 500 | $29.0K | 0.01% | +500 | New |
| Parkside Financial Bank & Trust | 542 | $31.5K | 0.00% | +230+73.7% | Added |
| Allworth Financial LP | 563 | $31.7K | 0.00% | +287+104.0% | Added |
| National Bank of Canada | 576 | $33.4K | 0.00% | +576 | New |
| Spire Wealth Management | 615 | $35.7K | 0.00% | +260+73.2% | Added |
| Lindbrook Capital, LLC | 655 | $38.0K | 0.00% | +269+69.7% | Added |
| Caitong International Asset Management Co., Ltd | 657 | $38.1K | 0.03% | −1,251−65.6% | Reduced |
| Westside Investment Management, Inc. | 700 | $40.6K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 746 | $43.3K | 0.01% | +309+70.7% | Added |
| Signaturefd, LLC | 754 | $43.8K | 0.00% | +127+20.3% | Added |
| LRI Investments, LLC | 756 | $43.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 781 | $45.7K | 0.00% | +498+176.0% | Added |
| DekaBank Deutsche Girozentrale | 1,695 | $46.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $46.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 829 | $48.1K | 0.00% | +73+9.7% | Added |