| Avion Wealth | 28 | $0 | 0.00% | +2+7.7% | Added |
| Activest Wealth Management | 1 | $35 | 0.00% | +1 | New |
| Huntington National Bank | 2 | $71 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 3 | $107 | 0.00% | −1−25.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $107 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $173 | 0.00% | +5 | New |
| Davis Capital Management | 5 | $177 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 6 | $213 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $249 | 0.00% | +3+75.0% | Added |
| True Wealth Design, LLC | 8 | $284 | 0.00% | −2−20.0% | Reduced |
| Massmutual Trust Co FSB | 9 | $319 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 9 | $320 | 0.00% | +9 | New |
| Pacer Advisors, Inc. | 10 | $355 | 0.00% | +2+25.0% | Added |
| Quaker Wealth Management, LLC | 10 | $355 | 0.00% | +9+900.0% | Added |
| SHP Wealth Management | 11 | $382 | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 11 | $390 | 0.00% | +11 | New |
| American Capital Advisory, LLC | 12 | $426 | 0.00% | +12 | New |
| MV Capital Management, Inc. | 13 | $461 | 0.00% | +2+18.2% | Added |
| Bogart Wealth, LLC | 13 | $461 | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 14 | $496 | 0.00% | +14 | New |
| North Star Investment Management Corp. | 15 | $532 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $567 | 0.00% | +11+220.0% | Added |
| Rachor Investment Advisory Services, LLC | 16 | $568 | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 17 | $603 | 0.00% | −34−66.7% | Reduced |
| Quadrant Capital Group LLC | 17 | $603 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $639 | 0.00% | +5+38.5% | Added |
| Principia Wealth Advisory, LLC | 22 | $780 | 0.00% | +19+633.3% | Added |
| Flagship Harbor Advisors, LLC | 24 | $851 | 0.00% | +24 | New |
| Sunrise Financial Services, LLC | 24 | $851 | 0.00% | +24 | New |
| Litman Gregory Asset Management LLC | 25 | $887 | 0.00% | +25 | New |
| Transamerica Financial Advisors, Inc. | 27 | $957 | 0.00% | +24+800.0% | Added |
| Private Trust Co NA | 34 | $1.21K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 35 | $1.24K | 0.01% | −15−30.0% | Reduced |
| Quent Capital, LLC | 35 | $1.24K | 0.00% | +30+600.0% | Added |
| Optima Capital LLC | 35 | $1.24K | 0.00% | +35 | New |
| Atlantic Trust, LLC | 37 | $1.31K | 0.00% | −9−19.6% | Reduced |
| Tradewinds Capital Management, LLC | 40 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 46 | $1.63K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $1.63K | 0.00% | +36+360.0% | Added |
| Proathlete Wealth Management LLC | 47 | $1.67K | 0.00% | +47 | New |
| Aspect Partners, LLC | 48 | $1.70K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 52 | $1.84K | 0.00% | −11−17.5% | Reduced |
| HM Payson & Co | 52 | $1.84K | 0.00% | +52 | New |
| JFS Wealth Advisors, LLC | 53 | $1.88K | 0.00% | +27+103.8% | Added |
| CoreCap Advisors, LLC | 54 | $1.91K | 0.00% | +54 | New |
| Keating Financial Advisory Services, Inc. | 55 | $1.95K | 0.00% | +55 | New |
| T. Rowe Price Investment Management, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 82 | $2.00K | 0.00% | +82 | New |
| SRS Capital Advisors, Inc. | 58 | $2.06K | 0.00% | −26−31.0% | Reduced |
| Anfield Capital Management, LLC | 59 | $2.09K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 59 | $2.09K | 0.00% | +59 | New |
| Cornerstone Financial Management LLC | 60 | $2.13K | 0.00% | +60 | New |
| Harbour Investments, Inc. | 71 | $2.52K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 71 | $2.52K | 0.00% | +71 | New |
| NBC Securities, Inc. | 75 | $2.66K | 0.00% | +44+141.9% | Added |
| Manchester Capital Management LLC | 75 | $2.66K | 0.00% | +18+31.6% | Added |
| Valued Wealth Advisors LLC | 90 | $3.19K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 93 | $3.30K | 0.00% | +93 | New |
| Prestige Wealth Management Group LLC | 94 | $3.33K | 0.00% | +38+67.9% | Added |
| Ancora Advisors, LLC | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $3.54K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 104 | $3.69K | 0.00% | +104 | New |
| Private Wealth Management Group, LLC | 108 | $3.83K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 119 | $4.22K | 0.00% | +119 | New |
| Global Retirement Partners, LLC | 120 | $4.25K | 0.00% | −8−6.3% | Reduced |
| Darwin Advisors, LLC | 125 | $4.43K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 133 | $4.71K | 0.00% | +74+125.4% | Added |
| Clayton Financial Group LLC | 136 | $4.82K | 0.00% | +136 | New |
| Steigerwald, Gordon & Koch Inc. | 141 | $5.00K | 0.00% | +141 | New |
| MAI Capital Management | 160 | $5.67K | 0.00% | −50−23.8% | Reduced |
| DV Trading LLC | 161 | $5.71K | 0.00% | +161 | New |
| South State Corp. | 166 | $5.88K | 0.00% | +73+78.5% | Added |
| Marquette Asset Management, LLC | 179 | $6.35K | 0.00% | +120+203.4% | Added |
| Smartleaf Asset Management LLC | 194 | $6.98K | 0.00% | +194 | New |
| Bell Investment Advisors, Inc | 203 | $7.20K | 0.00% | +114+128.1% | Added |
| EverSource Wealth Advisors, LLC | 217 | $7.69K | 0.00% | +108+99.1% | Added |
| Root Financial Partners, LLC | 221 | $7.83K | 0.00% | +155+234.8% | Added |
| CVA Family Office, LLC | 258 | $9.15K | 0.00% | +176+214.6% | Added |
| SJS Investment Consulting Inc. | 276 | $9.79K | 0.00% | +11+4.2% | Added |
| Purpose Unlimited Inc. | 284 | $10.1K | 0.00% | +284 | New |
| Global Wealth Strategies & Associates | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 308 | $10.9K | 0.00% | −199−39.3% | Reduced |
| Silicon Valley Capital Partners | 324 | $11.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 360 | $12.8K | 0.00% | +326+958.8% | Added |
| Salomon & Ludwin, LLC | 379 | $13.0K | 0.00% | +379 | New |
| Strive Financial Group ,LLC | 387 | $13.7K | 0.01% | +387 | New |
| Signaturefd, LLC | 406 | $14.4K | 0.00% | −310−43.3% | Reduced |
| Signature Equity Partners, LLC | 428 | $15.2K | 0.01% | +428 | New |
| Rothschild Investment LLC | 443 | $15.7K | 0.00% | +6+1.4% | Added |
| SageView Advisory Group, LLC | 450 | $16.0K | 0.00% | +450 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 466 | $16.5K | 0.01% | +466 | New |
| ZRC Wealth Management, LLC | 474 | $16.8K | 0.01% | +474 | New |
| Fourth Dimension Wealth, LLC | 490 | $17.4K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 500 | $17.7K | 0.00% | −16,300−97.0% | Reduced |
| Financially Speaking Inc | 500 | $17.7K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 544 | $19.3K | 0.00% | +544 | New |
| Keystone Financial Group, Inc. | 600 | $21.3K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 634 | $22.5K | 0.00% | −87−12.1% | Reduced |
| Catalyst Capital Advisors LLC | 700 | $24.8K | 0.00% | 00.0% | Unchanged |
| StepStone Group LP | 742 | $26.3K | 0.01% | −1,318−64.0% | Reduced |