| Ogorek Anthony Joseph | 48 | $0 | 0.00% | +48 | New |
| GPS Wealth Strategies Group, LLC | 1 | $21 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $41 | 0.00% | −2,479−99.9% | Reduced |
| Tortoise Investment Management, LLC | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $103 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $103 | 0.00% | +5 | New |
| Trust Co of Vermont | 5 | $103 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $103 | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 6 | $124 | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 7 | $148 | 0.00% | −1−12.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $164 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $165 | 0.00% | +8 | New |
| Safe Harbor Fiduciary, LLC | 10 | $206 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 14 | $298 | 0.00% | +14 | New |
| MPWM Advisory Solutions, LLC | 15 | $309 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $313 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 16 | $340 | 0.02% | +3+23.1% | Added |
| Truvestments Capital LLC | 20 | $412 | 0.00% | −126−86.3% | Reduced |
| WealthTrak Capital Management LLC | 20 | $413 | 0.00% | +10+100.0% | Added |
| CVA Family Office, LLC | 22 | $453 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $495 | 0.00% | +24 | New |
| Bear Mountain Capital, Inc. | 23 | $500 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 25 | $515 | 0.00% | −50−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 26 | $528 | 0.00% | +26 | New |
| Hughes Financial Services, LLC | 25 | $531 | 0.00% | +25 | New |
| Geneos Wealth Management Inc. | 35 | $721 | 0.00% | +35 | New |
| Raleigh Capital Management Inc. | 37 | $755 | 0.00% | +37 | New |
| Main Street Group, LTD | 40 | $820 | 0.00% | +40 | New |
| Global Financial Private Client, LLC | 44 | $907 | 0.00% | +22+100.0% | Added |
| Continuum Advisory, LLC | 48 | $989 | 0.00% | −31−39.2% | Reduced |
| Activest Wealth Management | 54 | $1.11K | 0.00% | +52+2,600.0% | Added |
| Horizon Investments, LLC | 59 | $1.22K | 0.00% | +59 | New |
| DiNuzzo Private Wealth, Inc. | 70 | $1.44K | 0.00% | −2−2.8% | Reduced |
| Pacific Center for Financial Services | 75 | $1.55K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 75 | $1.55K | 0.00% | +75 | New |
| SOA Wealth Advisors, LLC. | 79 | $1.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 81 | $1.67K | 0.00% | −1,013−92.6% | Reduced |
| Key Financial Inc | 94 | $1.94K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 97 | $2.00K | 0.00% | +97 | New |
| Sound Income Strategies, LLC | 100 | $2.06K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 111 | $2.29K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 116 | $2.39K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 117 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 121 | $2.49K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 123 | $2.54K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 125 | $2.58K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 129 | $2.66K | 0.00% | +87+207.1% | Added |
| MV Capital Management, Inc. | 138 | $2.85K | 0.00% | +1+0.7% | Added |
| Private Wealth Management Group, LLC | 148 | $3.05K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $3.09K | 0.00% | +150 | New |
| IFP Advisors, Inc | 170 | $3.50K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 183 | $3.77K | 0.00% | +183 | New |
| Morton Brown Family Wealth, LLC | 200 | $4.12K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 200 | $4.12K | 0.00% | +200 | New |
| Larson Financial Group LLC | 203 | $4.18K | 0.00% | +202+20,200.0% | Added |
| Millstone Evans Group, LLC | 206 | $4.25K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 208 | $4.53K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 233 | $4.80K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 245 | $5.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 255 | $5.26K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 265 | $5.46K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 268 | $5.52K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 280 | $5.77K | 0.00% | +280 | New |
| Hemington Wealth Management | 328 | $6.00K | 0.00% | +58+21.5% | Added |
| Greenline Partners, LLC | 300 | $6.18K | 0.00% | +300 | New |
| Rosenberg Matthew Hamilton | 303 | $6.25K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 319 | $6.58K | 0.00% | +11+3.6% | Added |
| Fortitude Family Office, LLC | 351 | $7.23K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 365 | $7.52K | 0.01% | +365 | New |
| Federation des caisses Desjardins du Quebec | 469 | $9.67K | 0.00% | +4+0.9% | Added |
| Parkside Financial Bank & Trust | 481 | $9.91K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 486 | $10.0K | 0.01% | +3+0.6% | Added |
| Brown Brothers Harriman & Co | 500 | $10.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $10.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 500 | $10.3K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 502 | $10.3K | 0.00% | −199−28.4% | Reduced |
| Rise Advisors, LLC | 510 | $10.5K | 0.00% | −284−35.8% | Reduced |
| Rothschild Investment LLC | 523 | $10.8K | 0.00% | +5+1.0% | Added |
| CoreCap Advisors, LLC | 543 | $11.2K | 0.00% | +6+1.1% | Added |
| Farmers & Merchants Investments Inc | 547 | $11.3K | 0.00% | +79+16.9% | Added |
| Whittier Trust Co of Nevada Inc | 601 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 614 | $13.0K | 0.00% | +115+23.0% | Added |
| SRS Capital Advisors, Inc. | 684 | $14.1K | 0.00% | −196−22.3% | Reduced |
| Ronald Blue Trust, Inc. | 720 | $14.8K | 0.00% | +304+73.1% | Added |
| Altshuler Shaham Ltd | 740 | $15.3K | 0.00% | −257−25.8% | Reduced |
| Harbor Investment Advisory, LLC | 742 | $15.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 744 | $15.3K | 0.00% | +194+35.3% | Added |
| Bogart Wealth, LLC | 780 | $16.1K | 0.00% | +780 | New |
| Farther Finance Advisors, LLC | 825 | $17.5K | 0.00% | +21+2.6% | Added |
| Quent Capital, LLC | 891 | $18.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 809 | $19.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 975 | $20.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,126 | $23.2K | 0.00% | +878+354.0% | Added |
| Community Bank, N.A. | 1,254 | $25.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,299 | $26.8K | 0.00% | +999+333.0% | Added |
| Allworth Financial LP | 1,314 | $27.3K | 0.00% | +189+16.8% | Added |
| Financial Management Professionals, Inc. | 1,406 | $29.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,422 | $29.3K | 0.00% | +147+11.5% | Added |
| Hexagon Capital Partners LLC | 1,466 | $30.2K | 0.01% | −354−19.5% | Reduced |
| Raiffeisen Bank International AG | 1,500 | $30.9K | 0.00% | 00.0% | Unchanged |