| TFC Financial Management | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $86 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $172 | 0.00% | −1−33.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2 | $191 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $257 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 3 | $258 | 0.00% | −3−50.0% | Reduced |
| Legacy Wealth Managment, LLC | 3 | $258 | 0.00% | −3−50.0% | Reduced |
| Crewe Advisors LLC | 3 | $258 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 3 | $258 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 4 | $344 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $430 | 0.00% | −3,959−99.9% | Reduced |
| Sachetta, LLC | 5 | $430 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $430 | 0.00% | +2+66.7% | Added |
| MorganRosel Wealth Management, LLC | 6 | $516 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 6 | $516 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 9 | $774 | 0.00% | −9−50.0% | Reduced |
| Private Wealth Management Group, LLC | 9 | $774 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $774 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 10 | $860 | 0.00% | +10 | New |
| Ancora Advisors, LLC | 11 | $946 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.03K | 0.00% | −1−7.7% | Reduced |
| Rakuten Securities, Inc. | 14 | $1.20K | 0.00% | −1−6.7% | Reduced |
| Global Retirement Partners, LLC | 15 | $1.26K | 0.00% | +15 | New |
| Curio Wealth, LLC | 15 | $1.29K | 0.00% | +14+1,400.0% | Added |
| Parkside Financial Bank & Trust | 16 | $1.38K | 0.00% | −44−73.3% | Reduced |
| Atlantic Trust, LLC | 16 | $1.38K | 0.00% | +16 | New |
| South State Corp. | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $1.55K | 0.00% | −99−84.6% | Reduced |
| Garde Capital, Inc. | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $1.82K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 22 | $1.89K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 23 | $1.98K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 23 | $1.98K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 29 | $2.50K | 0.00% | +7+31.8% | Added |
| Salem Investment Counselors Inc | 30 | $2.58K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 31 | $2.67K | 0.00% | +31 | New |
| CVA Family Office, LLC | 35 | $3.01K | 0.00% | −11−23.9% | Reduced |
| Iron Horse Wealth Management, LLC | 38 | $3.27K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $3.35K | 0.00% | −16−29.1% | Reduced |
| CIBC Private Wealth Group, LLC | 44 | $3.78K | 0.00% | +11+33.3% | Added |
| Altshuler Shaham Ltd | 45 | $3.87K | 0.00% | +5+12.5% | Added |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | −19−27.9% | Reduced |
| Cypress Capital Management LLC (WY) | 50 | $4.30K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $4.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $4.30K | 0.00% | +6+13.6% | Added |
| Ameritas Advisory Services, LLC | 59 | $5.07K | 0.00% | +59 | New |
| JFS Wealth Advisors, LLC | 59 | $5.07K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 65 | $5.59K | 0.00% | −9−12.2% | Reduced |
| Itau Unibanco Holding S.A. | 65 | $5.59K | 0.00% | +11+20.4% | Added |
| First Horizon Advisors, Inc. | 69 | $5.93K | 0.00% | −1,135−94.3% | Reduced |
| TD Private Client Wealth LLC | 86 | $7.39K | 0.00% | −63−42.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86 | $7.39K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 87 | $7.48K | 0.00% | +80+1,142.9% | Added |
| HHM Wealth Advisors, LLC | 88 | $7.57K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 91 | $7.83K | 0.00% | −37−28.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 97 | $8.34K | 0.00% | +97 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $8.43K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $8.60K | 0.00% | +100 | New |
| Fourth Dimension Wealth, LLC | 101 | $8.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $9.12K | 0.00% | +34+47.2% | Added |
| Allworth Financial LP | 107 | $9.20K | 0.00% | +79+282.1% | Added |
| True Wealth Design, LLC | 113 | $9.72K | 0.00% | +100+769.2% | Added |
| Johnson Financial Group, Inc. | 114 | $9.80K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 116 | $9.97K | 0.01% | +115+11,500.0% | Added |
| Optiver Holding B.V. | 125 | $10.7K | 0.00% | +20+19.0% | Added |
| CoreCap Advisors, LLC | 136 | $11.7K | 0.00% | +77+130.5% | Added |
| Larson Financial Group LLC | 137 | $11.8K | 0.00% | +36+35.6% | Added |
| Bessemer Group Inc | 144 | $12.0K | 0.00% | −105−42.2% | Reduced |
| Hemington Wealth Management | 145 | $12.0K | 0.00% | −38−20.8% | Reduced |
| Rise Advisors, LLC | 149 | $12.8K | 0.01% | +1+0.7% | Added |
| Activest Wealth Management | 200 | $17.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 210 | $18.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 233 | $20.4K | 0.00% | +107+84.9% | Added |
| MTM Investment Management, LLC | 240 | $20.6K | 0.01% | +240 | New |
| Fuller & Thaler Asset Management, Inc. | 244 | $21.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 251 | $21.6K | 0.00% | −1−0.4% | Reduced |
| Parallel Advisors, LLC | 261 | $22.4K | 0.00% | −15−5.4% | Reduced |
| North Ridge Wealth Advisors, Inc. | 300 | $25.8K | 0.02% | +300 | New |
| Chung Wu Investment Group, LLC | 300 | $25.8K | 0.03% | +300 | New |
| SRS Capital Advisors, Inc. | 318 | $27.3K | 0.00% | +318 | New |
| Harbour Investments, Inc. | 353 | $30.4K | 0.00% | −75−17.5% | Reduced |
| Versant Capital Management, Inc | 370 | $31.8K | 0.00% | +21+6.0% | Added |
| Smithfield Trust Co | 390 | $34.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $34.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 400 | $34.4K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 400 | $34.4K | 0.02% | +400 | New |
| Skopos Labs, Inc. | 433 | $37.2K | 0.00% | +242+126.7% | Added |
| Nomura Asset Management Co Ltd | 450 | $38.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 466 | $40.1K | 0.00% | +12+2.6% | Added |
| Central Trust Co | 500 | $43.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 500 | $43.6K | 0.01% | +500 | New |
| Federation des caisses Desjardins du Quebec | 510 | $43.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 528 | $45.4K | 0.00% | −129−19.6% | Reduced |
| Erste Asset Management GmbH | 542 | $47.6K | 0.00% | +542 | New |
| Steward Partners Investment Advisory, LLC | 579 | $49.8K | 0.00% | −319−35.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 598 | $51.4K | 0.01% | −2,221−78.8% | Reduced |
| Fulcrum Asset Management LLP | 603 | $51.9K | 0.01% | +603 | New |
| Umb Bank N A | 613 | $52.7K | 0.00% | +53+9.5% | Added |