| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 1 | $47 | 0.00% | −43−97.7% | Reduced |
| Tortoise Investment Management, LLC | 1 | $57 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $230 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $230 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $287 | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 8 | $459 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $459 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $517 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 9 | $517 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $574 | 0.00% | +4+66.7% | Added |
| Hughes Financial Services, LLC | 10 | $626 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $689 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $689 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 14 | $804 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $804 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $805 | 0.00% | +15 | New |
| Kilter Group LLC | 16 | $919 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 18 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $1.03K | 0.00% | +3+20.0% | Added |
| JPL Wealth Management, LLC | 20 | $1.15K | 0.00% | +20 | New |
| First Horizon Corp | 23 | $1.32K | 0.00% | +23 | New |
| UMA Financial Services, Inc. | 23 | $1.32K | 0.00% | +23 | New |
| ZRC Wealth Management, LLC | 23 | $1.32K | 0.00% | +23 | New |
| Minot DeBlois Advisors LLC | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $2.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 36 | $2.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $2.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $2.30K | 0.00% | +5+14.3% | Added |
| Sunbelt Securities, Inc. | 42 | $2.41K | 0.00% | +42 | New |
| Rossby Financial, LCC | 45 | $2.51K | 0.00% | +45 | New |
| Marquette Asset Management, LLC | 47 | $2.70K | 0.00% | +47 | New |
| Capital Advisors, Ltd. LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $3.21K | 0.00% | −6−9.7% | Reduced |
| Jones Financial Companies LLLP | 56 | $3.27K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 58 | $3.33K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 74 | $4.25K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 75 | $4.30K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 79 | $4.54K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 83 | $4.76K | 0.00% | +83 | New |
| Parkside Financial Bank & Trust | 84 | $4.82K | 0.00% | −359−81.0% | Reduced |
| Bellevue Asset Management, LLC | 85 | $4.88K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 88 | $5.05K | 0.00% | +20+29.4% | Added |
| Atlantic Trust, LLC | 93 | $5.34K | 0.00% | +93 | New |
| GWM Advisors LLC | 94 | $5.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 95 | $5.45K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $5.74K | 0.01% | +100 | New |
| Bare Financial Services, Inc | 102 | $5.86K | 0.00% | +53+108.2% | Added |
| American Capital Advisory, LLC | 103 | $5.91K | 0.00% | +3+3.0% | Added |
| Ameritas Advisory Services, LLC | 103 | $5.92K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 107 | $6.14K | 0.00% | −260−70.8% | Reduced |
| Strategic Advocates LLC | 116 | $6.66K | 0.00% | +116 | New |
| Harbour Investments, Inc. | 121 | $6.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 144 | $8.27K | 0.00% | +10+7.5% | Added |
| Addison Advisors LLC | 150 | $8.61K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 182 | $10.0K | 0.00% | +6+3.4% | Added |
| Evermay Wealth Management LLC | 180 | $10.3K | 0.00% | −120−40.0% | Reduced |
| Optimum Investment Advisors | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 204 | $11.7K | 0.00% | +53+35.1% | Added |
| Mather Group, LLC. | 208 | $11.9K | 0.00% | +208 | New |
| Key Financial Inc | 216 | $12.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 211 | $12.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 224 | $12.9K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 225 | $12.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 226 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 243 | $14.0K | 0.00% | −81−25.0% | Reduced |
| Versant Capital Management, Inc | 270 | $15.5K | 0.00% | +170+170.0% | Added |
| Whittier Trust Co of Nevada Inc | 296 | $16.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 303 | $17.4K | 0.00% | −400−56.9% | Reduced |
| Spire Wealth Management | 305 | $17.5K | 0.00% | +2+0.7% | Added |
| Centerpoint Advisors, LLC | 314 | $18.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 317 | $18.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 318 | $18.3K | 0.00% | +318 | New |
| Robinswood Financial LLC | 323 | $18.6K | 0.01% | +1+0.3% | Added |
| Quent Capital, LLC | 325 | $18.7K | 0.00% | +325 | New |
| Optiver Holding B.V. | 339 | $19.5K | 0.00% | −118−25.8% | Reduced |
| Mountain Hill Investment Partners Corp. | 350 | $20.1K | 0.02% | −150−30.0% | Reduced |
| Rise Advisors, LLC | 360 | $20.7K | 0.01% | +1+0.3% | Added |
| Cornerstone Planning Group LLC | 256 | $21.1K | 0.00% | −135−34.5% | Reduced |
| Massmutual Trust Co FSB | 387 | $22.2K | 0.00% | −36−8.5% | Reduced |
| MB, Levis & Associates, LLC | 423 | $24.3K | 0.01% | +423 | New |
| True Wealth Design, LLC | 459 | $26.3K | 0.01% | −111−19.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 471 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 511 | $29.0K | 0.00% | −1,367−72.8% | Reduced |
| Proffitt & Goodson Inc | 600 | $34.4K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 600 | $34.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 628 | $36.0K | 0.00% | −3,622−85.2% | Reduced |
| Larson Financial Group LLC | 656 | $37.7K | 0.00% | +245+59.6% | Added |
| Nomura Asset Management Co Ltd | 710 | $40.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 760 | $42.3K | 0.00% | +760 | New |
| Brown, Lisle/Cummings, Inc. | 750 | $43.0K | 0.01% | 00.0% | Unchanged |