| Harbour Investments, Inc. | 0 | $66 | 0.00% | 0 | New |
| Hughes Financial Services, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $92 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $92 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $202 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $277 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3 | $277 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $277 | 0.00% | +3 | New |
| S&T Bank | 4 | $369 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $369 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4 | $369 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $369 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 5 | $462 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $516 | 0.00% | +5 | New |
| Millstone Evans Group, LLC | 6 | $554 | 0.00% | −6−50.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8 | $738 | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 8 | $738 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $738 | 0.00% | +5+166.7% | Added |
| Manchester Capital Management LLC | 9 | $831 | 0.00% | −166−94.9% | Reduced |
| Private Trust Co NA | 10 | $923 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $923 | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 6 | $1.00K | 0.00% | +6 | New |
| Ares Financial Consulting, LLC | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.01K | 0.00% | +6+120.0% | Added |
| Bruce G. Allen Investments, LLC | 11 | $1.01K | 0.00% | −7−38.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 12 | $1.11K | 0.00% | +12 | New |
| Kilter Group LLC | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $1.39K | 0.00% | −221−93.6% | Reduced |
| Group One Trading, L.P. | 17 | $1.57K | 0.00% | +17 | New |
| Wall Street Financial Group, Inc. | 18 | $1.66K | 0.00% | +18 | New |
| Brown Brothers Harriman & Co | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $1.84K | 0.00% | +9+81.8% | Added |
| Smartleaf Asset Management LLC | 21 | $1.89K | 0.00% | +2+10.5% | Added |
| Rossby Financial, LCC | 21 | $1.92K | 0.00% | +21 | New |
| Huntington National Bank | 21 | $1.94K | 0.00% | +5+31.3% | Added |
| Innovative Asset Advisors Group, LLC | 21 | $1.94K | 0.00% | +21 | New |
| Whipplewood Advisors, LLC | 26 | $2.40K | 0.00% | +26 | New |
| Key Financial Inc | 29 | $2.68K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $2.77K | 0.00% | +3+11.1% | Added |
| Keating Financial Advisory Services, Inc. | 32 | $2.95K | 0.00% | −5−13.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 34 | $3.14K | 0.00% | +34 | New |
| Sachetta, LLC | 37 | $3.41K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 39 | $3.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $3.69K | 0.00% | +20+100.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 42 | $3.88K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43 | $3.97K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 46 | $4.24K | 0.00% | −5−9.8% | Reduced |
| UMA Financial Services, Inc. | 49 | $4.52K | 0.00% | +12+32.4% | Added |
| VSM Wealth Advisory, LLC | 50 | $4.61K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 50 | $4.61K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 51 | $4.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 59 | $5.44K | 0.00% | +7+13.5% | Added |
| Simplex Trading, LLC | 62 | $5.72K | 0.00% | −134−68.4% | Reduced |
| SBI Securities Co., Ltd. | 66 | $6.09K | 0.00% | −21−24.1% | Reduced |
| IFP Advisors, Inc | 69 | $6.37K | 0.00% | −62−47.3% | Reduced |
| Massmutual Trust Co FSB | 70 | $6.46K | 0.00% | +3+4.5% | Added |
| LRI Investments, LLC | 73 | $6.74K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 74 | $6.83K | 0.00% | +50+208.3% | Added |
| Addison Advisors LLC | 77 | $7.11K | 0.00% | +77 | New |
| FNY Investment Advisers, LLC | 96 | $8.00K | 0.00% | +20+26.3% | Added |
| Horizon Investments, LLC | 92 | $8.41K | 0.00% | +92 | New |
| Advisory Services Network, LLC | 93 | $8.58K | 0.00% | +93 | New |
| Highline Wealth Partners LLC | 93 | $8.58K | 0.00% | +93 | New |
| Private Wealth Management Group, LLC | 95 | $8.77K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 100 | $9.04K | 0.00% | +100 | New |
| ZRC Wealth Management, LLC | 129 | $11.9K | 0.00% | +112+658.8% | Added |
| Toronto Dominion Bank | 134 | $12.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 140 | $12.9K | 0.00% | −46−24.7% | Reduced |
| Quent Capital, LLC | 148 | $13.7K | 0.00% | −67−31.2% | Reduced |
| RWM Asset Management, LLC | 160 | $14.8K | 0.00% | +160 | New |
| Pinnacle Bancorp, Inc. | 170 | $15.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 189 | $17.4K | 0.00% | +53+39.0% | Added |
| Parkside Financial Bank & Trust | 199 | $18.4K | 0.00% | −29−12.7% | Reduced |
| Danske Bank A/S | 200 | $18.5K | 0.00% | −800−80.0% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 215 | $19.8K | 0.01% | −17−7.3% | Reduced |
| Atlantic Trust, LLC | 218 | $20.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 242 | $22.3K | 0.00% | +68+39.1% | Added |
| Geneos Wealth Management Inc. | 250 | $23.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 276 | $25.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 278 | $25.7K | 0.00% | +45+19.3% | Added |
| Truvestments Capital LLC | 352 | $32.5K | 0.01% | −11−3.0% | Reduced |
| MCF Advisors LLC | 353 | $32.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 392 | $36.2K | 0.00% | −184−31.9% | Reduced |
| First Horizon Corp | 400 | $36.9K | 0.00% | +201+101.0% | Added |
| Federation des caisses Desjardins du Quebec | 410 | $37.8K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 383 | $45.6K | 0.03% | +28+7.9% | Added |
| EverSource Wealth Advisors, LLC | 499 | $46.0K | 0.00% | +59+13.4% | Added |
| Nomura Asset Management Co Ltd | 510 | $47.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 520 | $48.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 625 | $57.7K | 0.00% | −185−22.8% | Reduced |
| Rockefeller Capital Management L.P. | 630 | $58.2K | 0.00% | +209+49.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 634 | $58.5K | 0.00% | +161+34.0% | Added |
| MAI Capital Management | 636 | $58.7K | 0.00% | +587+1,198.0% | Added |
| Bogart Wealth, LLC | 782 | $72.2K | 0.00% | +2+0.3% | Added |