| TD Private Client Wealth LLC | 1 | $79 | 0.00% | −1−50.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $112 | 0.00% | −277−99.6% | Reduced |
| Private Wealth Management Group, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $112 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $112 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $112 | 0.00% | +1 | New |
| Cedar Mountain Advisors, LLC | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $224 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $224 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2 | $224 | 0.00% | +2 | New |
| Toronto Dominion Bank | 2 | $254 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $268 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 3 | $336 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $339 | 0.00% | +2+200.0% | Added |
| Retirement Wealth Solutions LLC | 4 | $448 | 0.00% | −10−71.4% | Reduced |
| DecisionPoint Financial, LLC | 4 | $448 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $448 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $560 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $784 | 0.00% | +1+16.7% | Added |
| Essential Partners LLC | 10 | $1.12K | 0.00% | −1−9.1% | Reduced |
| Manchester Capital Management LLC | 10 | $1.12K | 0.00% | −116−92.1% | Reduced |
| International Assets Investment Management, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.23K | 0.00% | +4+57.1% | Added |
| Golden State Wealth Management, LLC | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.34K | 0.00% | −2−14.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 15 | $1.66K | 0.00% | −9−37.5% | Reduced |
| Clearstead Advisors, LLC | 15 | $1.68K | 0.00% | −169−91.8% | Reduced |
| Kilter Group LLC | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $2.91K | 0.00% | +6+30.0% | Added |
| SHP Wealth Management | 27 | $3.02K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 31 | $3.47K | 0.00% | +31 | New |
| Twin Peaks Wealth Advisors, LLC | 34 | $3.81K | 0.00% | +34 | New |
| Geneos Wealth Management Inc. | 35 | $3.92K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 36 | $4.03K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 37 | $4.14K | 0.00% | −25−40.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 38 | $4.25K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 40 | $4.48K | 0.00% | +2+5.3% | Added |
| NBT Bank N A | 40 | $4.48K | 0.00% | +40 | New |
| Fortitude Family Office, LLC | 50 | $5.60K | 0.00% | +24+92.3% | Added |
| Farmers & Merchants Investments Inc | 52 | $5.82K | 0.00% | +1+2.0% | Added |
| Signature Equity Partners, LLC | 52 | $5.82K | 0.00% | +44+550.0% | Added |
| Hager Investment Management Services, LLC | 54 | $6.04K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 56 | $6.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $6.72K | 0.00% | +1+1.7% | Added |
| Massmutual Trust Co FSB | 72 | $8.06K | 0.00% | −41−36.3% | Reduced |
| CVA Family Office, LLC | 73 | $8.17K | 0.00% | +73 | New |
| Larson Financial Group LLC | 74 | $8.28K | 0.00% | −2−2.6% | Reduced |
| Bell Investment Advisors, Inc | 77 | $8.62K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 80 | $9.03K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 99 | $11.1K | 0.00% | +23+30.3% | Added |
| Westside Investment Management, Inc. | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 102 | $11.4K | 0.00% | +102 | New |
| Bay Harbor Wealth Management, LLC | 108 | $12.1K | 0.00% | +2+1.9% | Added |
| IFP Advisors, Inc | 110 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 110 | $12.4K | 0.00% | +6+5.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 123 | $13.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 122 | $14.0K | 0.01% | −50−29.1% | Reduced |
| Rothschild Investment LLC | 132 | $14.8K | 0.00% | −2−1.5% | Reduced |
| Bogart Wealth, LLC | 135 | $15.1K | 0.00% | +2+1.5% | Added |
| Zions Bancorporation, National Association | 145 | $16.2K | 0.00% | −1−0.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 150 | $17.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 164 | $18.4K | 0.00% | +8+5.1% | Added |
| GWM Advisors LLC | 190 | $21.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $22.4K | 0.00% | −1,400−87.5% | Reduced |
| SBI Securities Co., Ltd. | 200 | $22.4K | 0.00% | +46+29.9% | Added |
| True Wealth Design, LLC | 201 | $22.5K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 203 | $22.7K | 0.02% | −18−8.1% | Reduced |
| Strive Financial Group ,LLC | 217 | $24.0K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 220 | $24.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 259 | $29.0K | 0.01% | +259 | New |
| MAI Capital Management | 265 | $29.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 270 | $30.2K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 276 | $30.4K | 0.00% | +156+130.0% | Added |
| Simplex Trading, LLC | 273 | $30.6K | 0.00% | −1,069−79.7% | Reduced |
| Bessemer Group Inc | 283 | $32.0K | 0.00% | −3,016−91.4% | Reduced |
| TD Waterhouse Canada Inc. | 288 | $32.6K | 0.00% | +267+1,271.4% | Added |
| Curio Wealth, LLC | 295 | $33.0K | 0.01% | +2+0.7% | Added |
| HM Payson & Co | 300 | $33.6K | 0.00% | −100−25.0% | Reduced |
| Los Angeles Capital Management LLC | 300 | $33.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 309 | $33.8K | 0.00% | +12+4.0% | Added |
| VSM Wealth Advisory, LLC | 308 | $34.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 319 | $35.7K | 0.00% | +19+6.3% | Added |
| Ameriflex Group, Inc. | 320 | $35.8K | 0.02% | +140+77.8% | Added |
| Allworth Financial LP | 320 | $35.8K | 0.00% | −14−4.2% | Reduced |
| Rosenberg Matthew Hamilton | 376 | $42.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 434 | $48.6K | 0.01% | +434 | New |
| Root Financial Partners, LLC | 439 | $49.1K | 0.00% | +187+74.2% | Added |
| Kemnay Advisory Services Inc. | 476 | $53.3K | 0.01% | +279+141.6% | Added |
| Antipodes Partners Ltd | 540 | $60.4K | 0.00% | +540 | New |
| Wolff Wiese Magana LLC | 550 | $61.6K | 0.03% | +250+83.3% | Added |
| Optiver Holding B.V. | 566 | $63.3K | 0.00% | +566 | New |
| Ballast Advisors LLC | 629 | $70.4K | 0.02% | +629 | New |
| Signaturefd, LLC | 666 | $74.5K | 0.00% | −80−10.7% | Reduced |
| Brown Brothers Harriman & Co | 667 | $74.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 694 | $77.7K | 0.00% | +168+31.9% | Added |
| Basecamp Wealth Advisors LLC | 725 | $81.1K | 0.02% | +25+3.6% | Added |
| Advisory Services Network, LLC | 835 | $93.4K | 0.00% | +835 | New |
