| Parkworth Wealth Management, Inc. | 1 | $187 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $375 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $375 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $375 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $375 | 0.00% | +2 | New |
| Capital A Wealth Management, LLC | 2 | $375 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $394 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 3 | $563 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $565 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $697 | 0.00% | −1,194−99.7% | Reduced |
| Sachetta, LLC | 4 | $750 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $750 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $937 | 0.00% | −1,210−99.6% | Reduced |
| St Germain D J Co Inc | 5 | $937 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5 | $938 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $1.13K | 0.00% | +1+20.0% | Added |
| Whipplewood Advisors, LLC | 6 | $1.13K | 0.00% | +6 | New |
| Frazier Financial Advisors, LLC | 6 | $1.16K | 0.00% | −19−76.0% | Reduced |
| Core Alternative Capital | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $1.69K | 0.00% | −5−35.7% | Reduced |
| Continuum Advisory, LLC | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | −143−92.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $2.06K | 0.00% | +2+22.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $2.07K | 0.00% | +11 | New |
| Albion Financial Group | 14 | $2.63K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $2.81K | 0.00% | +3+25.0% | Added |
| Bank of Jackson Hole Trust | 15 | $2.81K | 0.00% | +15 | New |
| Altshuler Shaham Ltd | 19 | $3.56K | 0.00% | −2−9.5% | Reduced |
| SRS Capital Advisors, Inc. | 20 | $3.75K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $3.94K | 0.00% | +8+61.5% | Added |
| Farmers & Merchants Investments Inc | 22 | $4.12K | 0.00% | −1−4.3% | Reduced |
| True Wealth Design, LLC | 22 | $4.13K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $4.31K | 0.00% | +23 | New |
| Parkside Financial Bank & Trust | 25 | $4.69K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 26 | $4.87K | 0.00% | −4−13.3% | Reduced |
| SBI Securities Co., Ltd. | 26 | $4.87K | 0.00% | +26 | New |
| Colonial Trust Co | 26 | $4.87K | 0.00% | +26 | New |
| Hemington Wealth Management | 28 | $5.00K | 0.00% | +9+47.4% | Added |
| Montag A & Associates Inc | 27 | $5.08K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 29 | $5.44K | 0.00% | −23,655−99.9% | Reduced |
| Solstein Capital, LLC | 29 | $5.44K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 30 | $5.62K | 0.00% | +30 | New |
| Manchester Capital Management LLC | 32 | $6.00K | 0.00% | −1−3.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 37 | $6.94K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 41 | $7.69K | 0.00% | +24+141.2% | Added |
| Duncker Streett & Co Inc | 42 | $7.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 43 | $8.06K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 45 | $8.44K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $9.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $9.37K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 55 | $10.3K | 0.01% | +55 | New |
| Quent Capital, LLC | 66 | $12.4K | 0.00% | +5+8.2% | Added |
| Meeder Asset Management Inc | 68 | $12.7K | 0.00% | +68 | New |
| Versant Capital Management, Inc | 73 | $13.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 75 | $13.9K | 0.01% | +4+5.6% | Added |
| First Command Advisory Services, Inc. | 75 | $14.1K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 85 | $15.9K | 0.01% | +85 | New |
| EverSource Wealth Advisors, LLC | 85 | $15.9K | 0.00% | +19+28.8% | Added |
| GeoWealth Management, LLC | 86 | $16.1K | 0.00% | −25−22.5% | Reduced |
| Matrix Trust Co | 92 | $17.0K | 0.00% | −7−7.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 87 | $17.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 93 | $17.4K | 0.01% | +1+1.1% | Added |
| Eastern Bank | 96 | $18.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $18.7K | 0.00% | −700−87.5% | Reduced |
| National Bank of Canada | 100 | $18.7K | 0.00% | −143−58.8% | Reduced |
| Riverview Trust Co | 103 | $19.3K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 106 | $19.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 139 | $26.1K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 138 | $26.2K | 0.00% | −84−37.8% | Reduced |
| CoreCap Advisors, LLC | 140 | $26.2K | 0.00% | −24−14.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 143 | $26.8K | 0.03% | +143 | New |
| Lindbrook Capital, LLC | 156 | $29.2K | 0.00% | −35−18.3% | Reduced |
| Mizuho Bank, Ltd. | 160 | $30.0K | 0.01% | +160 | New |
| Whittier Trust Co of Nevada Inc | 166 | $31.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 166 | $31.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $31.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 174 | $32.6K | 0.00% | +125+255.1% | Added |
| Van Hulzen Asset Management, LLC | 185 | $34.7K | 0.00% | +185 | New |
| LGT Financial Advisors LLC | 190 | $35.6K | 0.08% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 194 | $36.0K | 0.00% | −21,401−99.1% | Reduced |
| JFS Wealth Advisors, LLC | 201 | $37.7K | 0.00% | +1+0.5% | Added |
| Princeton Global Asset Management LLC | 211 | $39.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 215 | $40.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 240 | $45.0K | 0.00% | −8−3.2% | Reduced |
| Signaturefd, LLC | 240 | $45.0K | 0.00% | +10+4.3% | Added |
| Brown Brothers Harriman & Co | 258 | $48.4K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 293 | $54.9K | 0.07% | +293 | New |
| V-Square Quantitative Management LLC | 299 | $56.1K | 0.01% | +105+54.1% | Added |
| Spire Wealth Management | 307 | $57.6K | 0.00% | −3−1.0% | Reduced |
| Smithfield Trust Co | 320 | $60.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 350 | $63.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 341 | $63.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 348 | $65.2K | 0.06% | +348 | New |
| Principal Securities, Inc. | 362 | $67.9K | 0.00% | −23−6.0% | Reduced |
| Wood Tarver Financial Group, LLC | 365 | $68.0K | 0.02% | +365 | New |