| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Trust Co of Vermont | 2 | $231 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $346 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $346 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $346 | 0.00% | +2+200.0% | Added |
| Arlington Trust Co LLC | 3 | $346 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $462 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $578 | 0.00% | −3−37.5% | Reduced |
| True Wealth Design, LLC | 5 | $578 | 0.00% | −2−28.6% | Reduced |
| WealthTrak Capital Management LLC | 5 | $578 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $693 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $693 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $693 | 0.00% | +6 | New |
| Rothschild Investment LLC | 7 | $808 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 8 | $923 | 0.00% | +8 | New |
| Harbour Investments, Inc. | 8 | $924 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 8 | $924 | 0.00% | +8 | New |
| Cromwell Holdings LLC | 8 | $924 | 0.00% | +8 | New |
| Spire Wealth Management | 9 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.04K | 0.00% | +9 | New |
| Bogart Wealth, LLC | 11 | $1.27K | 0.00% | +4+57.1% | Added |
| HM Payson & Co | 14 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $1.96K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 17 | $1.96K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 16 | $2.02K | 0.00% | −10−38.5% | Reduced |
| Evergreen Private Wealth LLC | 18 | $2.08K | 0.00% | +18 | New |
| S&T Bank | 21 | $2.42K | 0.00% | +9+75.0% | Added |
| JNBA Financial Advisors | 23 | $2.66K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 24 | $2.77K | 0.00% | +3+14.3% | Added |
| Prestige Wealth Management Group LLC | 25 | $2.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 27 | $3.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $3.12K | 0.00% | +27 | New |
| Caitong International Asset Management Co., Ltd | 30 | $3.46K | 0.00% | −237−88.8% | Reduced |
| Brown Brothers Harriman & Co | 32 | $3.69K | 0.00% | +32 | New |
| Highline Wealth Partners LLC | 34 | $3.92K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 35 | $4.04K | 0.00% | +35 | New |
| Newbridge Financial Services Group, Inc. | 40 | $4.62K | 0.00% | +40 | New |
| Essential Partners LLC | 41 | $4.73K | 0.00% | +41 | New |
| Clearstead Advisors, LLC | 41 | $4.73K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 44 | $5.08K | 0.00% | +5+12.8% | Added |
| Wealth Preservation Advisors, LLC | 49 | $5.66K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 55 | $6.37K | 0.00% | +55 | New |
| WPG Advisers, LLC | 59 | $6.81K | 0.01% | +9+18.0% | Added |
| Huntington National Bank | 61 | $7.04K | 0.00% | +1+1.7% | Added |
| Atlantic Trust, LLC | 63 | $7.27K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 64 | $7.39K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 64 | $7.39K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 74 | $8.54K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 75 | $8.66K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 77 | $8.89K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 75 | $9.42K | 0.00% | +75 | New |
| Robinswood Financial LLC | 84 | $9.79K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 99 | $11.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 101 | $11.6K | 0.00% | −21−17.2% | Reduced |
| Optiver Holding B.V. | 121 | $14.0K | 0.00% | −62−33.9% | Reduced |
| MAI Capital Management | 121 | $14.0K | 0.00% | +110+1,000.0% | Added |
| Hemington Wealth Management | 127 | $14.0K | 0.00% | +7+5.8% | Added |
| Whittier Trust Co of Nevada Inc | 122 | $14.1K | 0.00% | +107+713.3% | Added |
| Private Wealth Management Group, LLC | 134 | $15.5K | 0.01% | −7−5.0% | Reduced |
| SRS Capital Advisors, Inc. | 134 | $15.5K | 0.00% | +104+346.7% | Added |
| Richardson Financial Services Inc. | 134 | $15.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 147 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 150 | $17.3K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 156 | $18.0K | 0.01% | −44−22.0% | Reduced |
| Ransom Advisory, Ltd | 175 | $20.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 176 | $20.3K | 0.00% | −245−58.2% | Reduced |
| Simplex Trading, LLC | 201 | $23.0K | 0.00% | +169+528.1% | Added |
| LRI Investments, LLC | 208 | $24.0K | 0.00% | +7+3.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 216 | $24.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 227 | $26.2K | 0.01% | +193+567.6% | Added |
| Chilton Capital Management LLC | 232 | $26.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 233 | $26.9K | 0.00% | +7+3.1% | Added |
| Massmutual Trust Co FSB | 238 | $27.5K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 243 | $28.1K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 243 | $28.1K | 0.01% | +243 | New |
| Rise Advisors, LLC | 258 | $29.8K | 0.01% | +2+0.8% | Added |
| UMA Financial Services, Inc. | 263 | $30.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 265 | $30.6K | 0.00% | +265 | New |
| North Star Investment Management Corp. | 275 | $31.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 311 | $35.6K | 0.00% | +119+62.0% | Added |
| Fifth Third Bancorp | 317 | $36.6K | 0.00% | −9−2.8% | Reduced |
| Opal Wealth Advisors, LLC | 342 | $39.5K | 0.01% | +53+18.3% | Added |
| Smithfield Trust Co | 340 | $40.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 360 | $41.6K | 0.00% | +360 | New |
| Riverview Trust Co | 361 | $41.7K | 0.05% | +361 | New |
| Parkside Financial Bank & Trust | 382 | $44.1K | 0.00% | +96+33.6% | Added |
| Steward Partners Investment Advisory, LLC | 382 | $44.2K | 0.00% | −352−48.0% | Reduced |
| Independence Bank of Kentucky | 407 | $47.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 405 | $47.0K | 0.03% | −279−40.8% | Reduced |
| Nomura Asset Management Co Ltd | 410 | $47.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 416 | $48.0K | 0.00% | −983−70.3% | Reduced |
| Bokf, NA | 419 | $48.4K | 0.00% | +317+310.8% | Added |
| Byrne Asset Management LLC | 426 | $49.2K | 0.03% | +426 | New |
| Motco | 400 | $50.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 483 | $55.8K | 0.01% | +43+9.8% | Added |
| Wellington Shields & Co., LLC | 500 | $57.7K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $57.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 514 | $59.3K | 0.00% | 00.0% | Unchanged |