| Avion Wealth | 11 | $0 | 0.00% | −17−60.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $114 | 0.00% | +2 | New |
| Keating Financial Advisory Services, Inc. | 2 | $114 | 0.00% | +2 | New |
| Vision Financial Markets LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3 | $171 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 3 | $171 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $171 | 0.00% | +2+200.0% | Added |
| Signature Equity Partners, LLC | 5 | $285 | 0.00% | +5 | New |
| Umb Bank N A | 6 | $342 | 0.00% | −2−25.0% | Reduced |
| Ronald Blue Trust, Inc. | 7 | $399 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $457 | 0.00% | +3+60.0% | Added |
| CVA Family Office, LLC | 9 | $513 | 0.00% | −29−76.3% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $570 | 0.00% | +8+400.0% | Added |
| Zions Bancorporation, National Association | 10 | $570 | 0.00% | +10 | New |
| BFSG, LLC | 10 | $571 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $571 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 10 | $587 | 0.00% | −1−9.1% | Reduced |
| Activest Wealth Management | 13 | $741 | 0.00% | −265−95.3% | Reduced |
| MV Capital Management, Inc. | 13 | $742 | 0.00% | +11+550.0% | Added |
| Transamerica Financial Advisors, Inc. | 14 | $798 | 0.00% | +12+600.0% | Added |
| Brown, Lisle/Cummings, Inc. | 15 | $855 | 0.00% | −12−44.4% | Reduced |
| Cornerstone Financial Management LLC | 16 | $912 | 0.00% | +16 | New |
| Salomon & Ludwin, LLC | 16 | $935 | 0.00% | +16 | New |
| Hazlett, Burt & Watson, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $1.03K | 0.00% | +8+80.0% | Added |
| Rossby Financial, LCC | 18 | $1.03K | 0.00% | +17+1,700.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 23 | $1.31K | 0.00% | +1+4.5% | Added |
| South State Corp. | 24 | $1.37K | 0.00% | +24 | New |
| SOA Wealth Advisors, LLC. | 25 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 27 | $1.54K | 0.00% | −28−50.9% | Reduced |
| Continuum Advisory, LLC | 27 | $1.54K | 0.00% | +27 | New |
| Kilter Group LLC | 27 | $1.54K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 28 | $1.60K | 0.00% | −73−72.3% | Reduced |
| Marquette Asset Management, LLC | 29 | $1.65K | 0.00% | +29 | New |
| Ameritas Advisory Services, LLC | 29 | $1.65K | 0.00% | +29 | New |
| Planning Strategies Inc. | 29 | $1.65K | 0.00% | +29 | New |
| UMA Financial Services, Inc. | 31 | $1.77K | 0.00% | −2−6.1% | Reduced |
| TD Private Client Wealth LLC | 31 | $1.77K | 0.00% | +27+675.0% | Added |
| Spire Wealth Management | 33 | $1.88K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 35 | $2.00K | 0.00% | +30+600.0% | Added |
| Wolff Wiese Magana LLC | 38 | $2.17K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 38 | $2.17K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 39 | $2.22K | 0.00% | +1+2.6% | Added |
| Sachetta, LLC | 51 | $2.91K | 0.00% | +51 | New |
| Hughes Financial Services, LLC | 52 | $2.96K | 0.00% | +1+2.0% | Added |
| Capital Analysts, LLC | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 55 | $3.14K | 0.00% | +28+103.7% | Added |
| TD Waterhouse Canada Inc. | 57 | $3.34K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 61 | $3.48K | 0.00% | +61 | New |
| Massmutual Trust Co FSB | 62 | $3.54K | 0.00% | +25+67.6% | Added |
| Bogart Wealth, LLC | 69 | $3.93K | 0.00% | +59+590.0% | Added |
| Capital Advisors, Ltd. LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 74 | $4.22K | 0.00% | +74 | New |
| First Horizon Corp | 77 | $4.39K | 0.00% | −39−33.6% | Reduced |
| LRI Investments, LLC | 84 | $4.79K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 100 | $5.70K | 0.00% | +5+5.3% | Added |
| Main Street Group, LTD | 100 | $5.70K | 0.00% | +100 | New |
| Highline Wealth Partners LLC | 101 | $5.76K | 0.00% | +101 | New |
| Rakuten Securities, Inc. | 103 | $5.87K | 0.00% | −3−2.8% | Reduced |
| Silver Grove Financial Group, Inc. | 121 | $6.90K | 0.00% | +80+195.1% | Added |
| Institute for Wealth Management, LLC. | 121 | $6.90K | 0.00% | +121 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155 | $8.84K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 161 | $9.18K | 0.00% | +161 | New |
| Fourth Dimension Wealth, LLC | 190 | $10.8K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 194 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 200 | $11.4K | 0.00% | +136+212.5% | Added |
| National Bank of Canada | 213 | $12.1K | 0.00% | +126+144.8% | Added |
| Quent Capital, LLC | 222 | $12.7K | 0.00% | +140+170.7% | Added |
| Essential Partners LLC | 242 | $13.8K | 0.01% | −2,323−90.6% | Reduced |
| Signaturefd, LLC | 246 | $14.0K | 0.00% | −79−24.3% | Reduced |
| ZRC Wealth Management, LLC | 258 | $14.7K | 0.00% | +258 | New |
| Larson Financial Group LLC | 280 | $16.0K | 0.00% | +56+25.0% | Added |
| Northwestern Mutual Wealth Management Co | 307 | $17.5K | 0.00% | −4,811−94.0% | Reduced |
| Covestor Ltd | 311 | $18.0K | 0.01% | +249+401.6% | Added |
| SJS Investment Consulting Inc. | 316 | $18.0K | 0.00% | +40+14.5% | Added |
| Federation des caisses Desjardins du Quebec | 383 | $21.8K | 0.00% | −15,659−97.6% | Reduced |
| Plato Investment Management Ltd | 410 | $23.2K | 0.00% | −66−13.9% | Reduced |
| Bessemer Group Inc | 490 | $28.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 525 | $29.9K | 0.00% | −199−27.5% | Reduced |
| Basecamp Wealth Advisors LLC | 562 | $32.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 673 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 741 | $42.3K | 0.00% | +741 | New |
| Kayne Anderson Rudnick Investment Management LLC | 785 | $44.8K | 0.00% | +785 | New |
| Eastern Bank | 800 | $45.6K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 869 | $49.5K | 0.01% | +869 | New |
| Versant Capital Management, Inc | 879 | $50.1K | 0.00% | −2,070−70.2% | Reduced |
| GAMMA Investing LLC | 908 | $51.8K | 0.00% | +56+6.6% | Added |
| True Wealth Design, LLC | 956 | $54.5K | 0.01% | −224−19.0% | Reduced |
| Employees Retirement System of Texas | 964 | $55.0K | 0.00% | +964 | New |
| Eurizon Capital SGR S.p.A. | 1,025 | $58.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,087 | $61.1K | 0.00% | −284−20.7% | Reduced |
| Global Retirement Partners, LLC | 1,111 | $63.3K | 0.00% | +1,111 | New |
| Farther Finance Advisors, LLC | 1,141 | $65.1K | 0.00% | −1,418−55.4% | Reduced |
| Smartleaf Asset Management LLC | 1,361 | $77.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,461 | $83.3K | 0.00% | +1,058+262.5% | Added |
| Sterling Capital Management LLC | 1,643 | $93.7K | 0.00% | +983+148.9% | Added |
| Ares Systematic Credit Ltd | 1,708 | $97.4K | 0.06% | +1,708 | New |
| UBS Asset Management Americas Inc | 1,746 | $99.6K | 0.00% | −260,956−99.3% | Reduced |
