| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $91 | 0.00% | −1−33.3% | Reduced |
| Stone House Investment Management, LLC | 2 | $91 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $92 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 5 | $241 | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 7 | $319 | 0.00% | +7 | New |
| LRI Investments, LLC | 10 | $455 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 12 | $546 | 0.00% | +4+50.0% | Added |
| Caitong International Asset Management Co., Ltd | 16 | $728 | 0.00% | −30,212−99.9% | Reduced |
| Whittier Trust Co | 15 | $739 | 0.00% | 00.0% | Unchanged |
| Trust Co | 19 | $865 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $865 | 0.00% | +11+137.5% | Added |
| Rossby Financial, LCC | 20 | $910 | 0.00% | −20−50.0% | Reduced |
| UMA Financial Services, Inc. | 20 | $911 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $956 | 0.00% | +1+5.0% | Added |
| Bryn Mawr Trust Co | 24 | $1.09K | 0.00% | +24 | New |
| Salem Investment Counselors Inc | 24 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $1.14K | 0.00% | +3+13.6% | Added |
| Silver Grove Financial Group, Inc. | 25 | $1.14K | 0.00% | +25 | New |
| TFC Financial Management | 27 | $1.23K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 28 | $1.27K | 0.00% | +24+600.0% | Added |
| CWM Advisors, LLC | 29 | $1.33K | 0.00% | −27−48.2% | Reduced |
| Manchester Capital Management LLC | 30 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $1.50K | 0.00% | +1+3.1% | Added |
| Fulcrum Asset Management LLP | 38 | $1.76K | 0.00% | −152,560−100.0% | Reduced |
| Bruce G. Allen Investments, LLC | 43 | $1.96K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 43 | $1.97K | 0.00% | −9−17.3% | Reduced |
| Torren Management, LLC | 43 | $1.97K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 46 | $2.00K | 0.00% | +12+35.3% | Added |
| Creative Capital Management Investments LLC | 48 | $2.19K | 0.00% | +48 | New |
| Bell Investment Advisors, Inc | 52 | $2.37K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 55 | $2.50K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 57 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 61 | $2.78K | 0.00% | +12+24.5% | Added |
| WPG Advisers, LLC | 64 | $2.91K | 0.00% | −16−20.0% | Reduced |
| Action Point Financial Planning, LLC | 71 | $3.19K | 0.00% | +71 | New |
| Kilter Group LLC | 75 | $3.41K | 0.00% | +75 | New |
| National Bank of Canada | 87 | $3.95K | 0.00% | −90−50.8% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $4.10K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 98 | $4.46K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 98 | $4.46K | 0.00% | +54+122.7% | Added |
| JFS Wealth Advisors, LLC | 99 | $4.51K | 0.00% | +28+39.4% | Added |
| Ameritas Advisory Services, LLC | 104 | $4.73K | 0.00% | +104 | New |
| MV Capital Management, Inc. | 104 | $4.74K | 0.00% | +2+2.0% | Added |
| Keating Financial Advisory Services, Inc. | 108 | $4.92K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 119 | $5.40K | 0.00% | +1+0.8% | Added |
| Brown Brothers Harriman & Co | 129 | $5.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 129 | $5.87K | 0.00% | +129 | New |
| Ronald Blue Trust, Inc. | 137 | $6.24K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 142 | $6.46K | 0.00% | +142 | New |
| Winch Advisory Services, LLC | 145 | $6.58K | 0.00% | +1+0.7% | Added |
| Sachetta, LLC | 169 | $7.69K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 172 | $7.83K | 0.00% | +172 | New |
| Wealth Enhancement Trust Services, Inc. | 179 | $8.15K | 0.00% | +179 | New |
| Larson Financial Group LLC | 182 | $8.29K | 0.00% | −14−7.1% | Reduced |
| SJS Investment Consulting Inc. | 187 | $8.51K | 0.00% | +160+592.6% | Added |
| CVA Family Office, LLC | 191 | $8.69K | 0.00% | +31+19.4% | Added |
| Hilltop National Bank | 200 | $9.10K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 204 | $9.29K | 0.00% | +23+12.7% | Added |
| Covestor Ltd | 211 | $10.0K | 0.01% | +17+8.8% | Added |
| Northwestern Mutual Wealth Management Co | 225 | $10.3K | 0.00% | +155+221.4% | Added |
| Atlantic Trust, LLC | 229 | $10.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 232 | $10.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 235 | $10.7K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 238 | $10.8K | 0.00% | +25+11.7% | Added |
| Aventura Private Wealth, LLC | 240 | $10.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 294 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 343 | $15.6K | 0.00% | +199+138.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 345 | $15.7K | 0.00% | −4,576−93.0% | Reduced |
| Parkside Financial Bank & Trust | 350 | $15.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 387 | $17.6K | 0.00% | +166+75.1% | Added |
| Ameriflex Group, Inc. | 438 | $19.9K | 0.01% | +37+9.2% | Added |
| SBI Securities Co., Ltd. | 441 | $20.1K | 0.00% | −371−45.7% | Reduced |
| Private Wealth Management Group, LLC | 468 | $21.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 473 | $21.5K | 0.00% | +1+0.2% | Added |
| International Assets Investment Management, LLC | 450 | $21.6K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 475 | $21.6K | 0.00% | +475 | New |
| Strive Financial Group ,LLC | 500 | $22.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 508 | $23.1K | 0.00% | +3+0.6% | Added |
| GWM Advisors LLC | 542 | $24.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 586 | $26.7K | 0.00% | +556+1,853.3% | Added |
| Ares Financial Consulting, LLC | 619 | $28.2K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 655 | $29.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 698 | $32.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 726 | $33.0K | 0.00% | −805−52.6% | Reduced |
| Kemnay Advisory Services Inc. | 726 | $33.0K | 0.00% | +118+19.4% | Added |
| Institute for Wealth Management, LLC. | 750 | $34.1K | 0.00% | +750 | New |
| Optiver Holding B.V. | 772 | $35.1K | 0.00% | +772 | New |
| Versant Capital Management, Inc | 792 | $36.1K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 800 | $36.4K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 825 | $37.6K | 0.00% | −37−4.3% | Reduced |
| Leonteq Securities AG | 877 | $39.9K | 0.00% | +177+25.3% | Added |
| Los Angeles Capital Management LLC | 909 | $41.4K | 0.00% | −250−21.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 907 | $44.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,031 | $46.9K | 0.00% | +843+448.4% | Added |
| True Wealth Design, LLC | 1,143 | $52.0K | 0.01% | +627+121.5% | Added |
| IFP Advisors, Inc | 1,451 | $66.0K | 0.00% | +591+68.7% | Added |