| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Chilton Capital Management LLC | 0 | $109 | 0.00% | 0 | New |
| Private Wealth Asset Management, LLC | 1 | $160 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $161 | 0.00% | +1 | New |
| Montag A & Associates Inc | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2 | $320 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 2 | $320 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $320 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $320 | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $320 | 0.00% | +2 | New |
| Binnacle Investments Inc | 2 | $320 | 0.00% | +2 | New |
| FSA Wealth Management LLC | 2 | $328 | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 3 | $480 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $480 | 0.00% | +2+200.0% | Added |
| Caitong International Asset Management Co., Ltd | 3 | $480 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $480 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $481 | 0.00% | −12−80.0% | Reduced |
| Private Wealth Management Group, LLC | 3 | $481 | 0.00% | −1−25.0% | Reduced |
| True Wealth Design, LLC | 3 | $481 | 0.00% | +3 | New |
| Fairman Group, LLC | 0 | $569 | 0.00% | −3−100.0% | Reduced |
| Toronto Dominion Bank | 4 | $597 | 0.00% | +4 | New |
| Mather Group, LLC. | 4 | $640 | 0.00% | −2−33.3% | Reduced |
| Assetmark, Inc | 4 | $640 | 0.00% | +1+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 4 | $641 | 0.00% | +2+100.0% | Added |
| Raffa Wealth Management, LLC | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.44K | 0.00% | −11−55.0% | Reduced |
| 1620 Investment Advisors, Inc. | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $1.92K | 0.00% | −12−50.0% | Reduced |
| Wealth Preservation Advisors, LLC | 12 | $1.92K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 12 | $1.94K | 0.00% | −2−14.3% | Reduced |
| Hemington Wealth Management | 15 | $2.00K | 0.00% | +5+50.0% | Added |
| Cornerstone Planning Group LLC | 15 | $2.08K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 14 | $2.24K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $2.24K | 0.00% | +2+16.7% | Added |
| Ancora Advisors, LLC | 14 | $2.27K | 0.00% | −14−50.0% | Reduced |
| Adirondack Trust Co | 15 | $2.40K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 17 | $2.75K | 0.00% | +6+54.5% | Added |
| EverSource Wealth Advisors, LLC | 19 | $3.04K | 0.00% | −54−74.0% | Reduced |
| Private Trust Co NA | 19 | $3.04K | 0.00% | +5+35.7% | Added |
| Massmutual Trust Co FSB | 22 | $3.52K | 0.00% | +10+83.3% | Added |
| Bell Investment Advisors, Inc | 23 | $3.68K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 25 | $4.00K | 0.00% | +25 | New |
| Farther Finance Advisors, LLC | 25 | $4.01K | 0.00% | +15+150.0% | Added |
| Farmers & Merchants Investments Inc | 27 | $4.32K | 0.00% | +12+80.0% | Added |
| Atlantic Trust, LLC | 27 | $4.32K | 0.00% | +27 | New |
| Beacon Capital Management, LLC | 29 | $4.64K | 0.00% | +29 | New |
| Central Trust Co | 29 | $4.64K | 0.00% | 00.0% | Unchanged |
| American National Bank | 31 | $4.96K | 0.00% | +31 | New |
| PSI Advisors, LLC | 31 | $4.97K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 32 | $5.05K | 0.00% | +1+3.2% | Added |
| Lindbrook Capital, LLC | 32 | $5.12K | 0.00% | −21−39.6% | Reduced |
| Brown Brothers Harriman & Co | 35 | $5.60K | 0.00% | −201−85.2% | Reduced |
| Spire Wealth Management | 43 | $6.88K | 0.00% | −7−14.0% | Reduced |
| McIlrath & Eck, LLC | 49 | $7.84K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $8.00K | 0.00% | +18+56.3% | Added |
| IAG Wealth Partners, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 60 | $9.60K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $9.66K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63 | $10.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $10.6K | 0.00% | +17+34.7% | Added |
| Signaturefd, LLC | 68 | $10.9K | 0.00% | −96−58.5% | Reduced |
| Hantz Financial Services, Inc. | 68 | $11.0K | 0.00% | +32+88.9% | Added |
| Boston Private Wealth LLC | 72 | $11.5K | 0.00% | +72 | New |
| Skopos Labs, Inc. | 73 | $11.7K | 0.00% | +53+265.0% | Added |
| Covestor Ltd | 74 | $12.0K | 0.01% | +1+1.4% | Added |
| Coston, McIsaac & Partners | 80 | $12.0K | 0.00% | +1+1.3% | Added |
| Rothschild Investment LLC | 76 | $12.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 80 | $12.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 88 | $14.1K | 0.00% | +88 | New |
| Rise Advisors, LLC | 92 | $14.7K | 0.01% | −10−9.8% | Reduced |
| Slocum, Gordon & Co LLP | 93 | $14.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 91 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 98 | $15.7K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 114 | $18.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 118 | $18.9K | 0.00% | −4−3.3% | Reduced |
| Bank of Jackson Hole Trust | 120 | $19.1K | 0.01% | +120 | New |
| Golden State Wealth Management, LLC | 120 | $19.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 128 | $20.5K | 0.01% | +128 | New |
| V-Square Quantitative Management LLC | 145 | $23.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 127 | $23.8K | 0.00% | +50+64.9% | Added |
| Hager Investment Management Services, LLC | 169 | $27.0K | 0.02% | −268−61.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 195 | $27.1K | 0.00% | −70−26.4% | Reduced |
| South State Corp. | 183 | $29.4K | 0.00% | +183 | New |
| Bokf, NA | 193 | $30.9K | 0.00% | −1,382−87.7% | Reduced |
| Smartleaf Asset Management LLC | 216 | $34.9K | 0.00% | −2−0.9% | Reduced |
| Truvestments Capital LLC | 228 | $36.5K | 0.01% | −295−56.4% | Reduced |
| Rosenberg Matthew Hamilton | 244 | $39.0K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 250 | $40.0K | 0.01% | +250 | New |
| Jones Financial Companies LLLP | 253 | $40.8K | 0.00% | +132+109.1% | Added |
| CWM, LLC | 261 | $42.0K | 0.00% | −800−75.4% | Reduced |
| GAMMA Investing LLC | 270 | $43.2K | 0.00% | +116+75.3% | Added |
| GWM Advisors LLC | 279 | $44.6K | 0.00% | +4+1.5% | Added |
| Umb Bank N A | 298 | $47.7K | 0.00% | −4−1.3% | Reduced |
| Clearstead Advisors, LLC | 313 | $50.2K | 0.00% | −13−4.0% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $51.2K | 0.00% | +90+39.1% | Added |
| Huntington National Bank | 349 | $55.8K | 0.00% | −22−5.9% | Reduced |