| American Capital Advisory, LLC | 1 | $150 | 0.00% | −1−50.0% | Reduced |
| IMA Wealth, Inc. | 1 | $150 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $150 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $299 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $299 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2 | $299 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $299 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $300 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $300 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $448 | 0.00% | +2+200.0% | Added |
| Huntington National Bank | 3 | $449 | 0.00% | −264−98.9% | Reduced |
| Quaker Wealth Management, LLC | 3 | $449 | 0.00% | −106−97.2% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $449 | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 3 | $449 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $449 | 0.00% | +1+50.0% | Added |
| Financial Consulate, Inc | 3 | $449 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 3 | $449 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 3 | $449 | 0.00% | +3 | New |
| Cromwell Holdings LLC | 4 | $599 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $599 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 5 | $748 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $819 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 6 | $847 | 0.00% | +1+20.0% | Added |
| Kilter Group LLC | 6 | $898 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $898 | 0.00% | +6 | New |
| Cloud Capital Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 7 | $1.05K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 8 | $1.20K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $1.50K | 0.00% | +8+400.0% | Added |
| Wealth Preservation Advisors, LLC | 12 | $1.79K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $1.79K | 0.00% | +12 | New |
| Red Tortoise LLC | 13 | $1.94K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $1.95K | 0.00% | −11−45.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 14 | $2.09K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $2.09K | 0.00% | +8+133.3% | Added |
| Westfuller Advisors, LLC | 16 | $2.46K | 0.00% | +16 | New |
| Ancora Advisors, LLC | 20 | $2.93K | 0.00% | +1+5.3% | Added |
| Assetmark, Inc | 20 | $2.99K | 0.00% | +8+66.7% | Added |
| Salomon & Ludwin, LLC | 21 | $3.30K | 0.00% | +21 | New |
| Brown Brothers Harriman & Co | 23 | $3.44K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 23 | $3.44K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 24 | $3.54K | 0.00% | +2+9.1% | Added |
| High Note Wealth, LLC | 25 | $3.74K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 31 | $4.00K | 0.00% | −5−13.9% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $4.40K | 0.00% | −2−6.5% | Reduced |
| Harbour Investments, Inc. | 31 | $4.62K | 0.00% | −30−49.2% | Reduced |
| Farmers & Merchants Investments Inc | 31 | $4.64K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 176 | $4.74K | 0.00% | +144+450.0% | Added |
| McIlrath & Eck, LLC | 34 | $5.08K | 0.00% | −15−30.6% | Reduced |
| Advisory Services Network, LLC | 35 | $5.24K | 0.00% | −2,257−98.5% | Reduced |
| Massmutual Trust Co FSB | 38 | $5.68K | 0.00% | +9+31.0% | Added |
| Covestor Ltd | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 43 | $6.43K | 0.00% | +38+760.0% | Added |
| Adirondack Trust Co | 47 | $7.03K | 0.00% | +32+213.3% | Added |
| Spire Wealth Management | 47 | $7.03K | 0.00% | +3+6.8% | Added |
| IAG Wealth Partners, LLC | 50 | $7.48K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $7.48K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 50 | $7.48K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $7.48K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $7.58K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 51 | $7.63K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 56 | $8.38K | 0.00% | +56 | New |
| Ameriflex Group, Inc. | 60 | $8.97K | 0.00% | +60 | New |
| Hopwood Financial Services, Inc. | 60 | $8.97K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 71 | $10.6K | 0.00% | +71 | New |
| Rothschild Investment LLC | 76 | $11.4K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 77 | $11.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 81 | $12.0K | 0.00% | +1+1.3% | Added |
| HM Payson & Co | 88 | $13.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 95 | $14.1K | 0.01% | +2+2.2% | Added |
| ZRC Wealth Management, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 105 | $15.7K | 0.00% | −123−53.9% | Reduced |
| Versant Capital Management, Inc | 107 | $15.9K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 108 | $16.2K | 0.01% | −45−29.4% | Reduced |
| Provenance Wealth Advisors, LLC | 111 | $16.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 117 | $17.5K | 0.00% | +15+14.7% | Added |
| Golden State Wealth Management, LLC | 120 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 124 | $19.0K | 0.00% | −1,217−90.8% | Reduced |
| Wealthspire Advisors, LLC | 158 | $23.6K | 0.00% | +158 | New |
| EverSource Wealth Advisors, LLC | 165 | $24.7K | 0.00% | −9−5.2% | Reduced |
| Bokf, NA | 168 | $25.1K | 0.00% | +150+833.3% | Added |
| Parkside Financial Bank & Trust | 181 | $27.1K | 0.00% | −32−15.0% | Reduced |
| Signaturefd, LLC | 185 | $27.7K | 0.00% | −31−14.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 187 | $28.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 195 | $29.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $29.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 214 | $32.0K | 0.00% | +161+303.8% | Added |
| GWM Advisors LLC | 235 | $35.2K | 0.00% | −46−16.4% | Reduced |
| Farther Finance Advisors, LLC | 241 | $36.1K | 0.00% | +47+24.2% | Added |
| Rosenberg Matthew Hamilton | 244 | $36.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,092 | $36.8K | 0.01% | +3,077+20,513.3% | Added |
| Alpine Bank Wealth Management | 250 | $37.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 260 | $38.5K | 0.00% | +48+22.6% | Added |
| Security National Bank | 273 | $40.8K | 0.01% | +273 | New |