| Avion Wealth | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $376 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $377 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $377 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $377 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1 | $377 | 0.00% | +1 | New |
| Capital Performance Advisors LLP | 1 | $377 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $754 | 0.00% | −15−88.2% | Reduced |
| Asset Dedication, LLC | 2 | $754 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $754 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $754 | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $754 | 0.00% | +2 | New |
| Montag A & Associates Inc | 3 | $1.05K | 0.00% | +1+50.0% | Added |
| TD Waterhouse Canada Inc. | 3 | $1.13K | 0.00% | +1+50.0% | Added |
| Larson Financial Group LLC | 3 | $1.13K | 0.00% | −1−25.0% | Reduced |
| Rakuten Securities, Inc. | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $1.88K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $1.88K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.88K | 0.00% | +2+66.7% | Added |
| McIlrath & Eck, LLC | 5 | $1.88K | 0.00% | +5 | New |
| Clear Point Advisors Inc. | 5 | $1.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.26K | 0.00% | −1−14.3% | Reduced |
| Financial Gravity Companies, Inc. | 6 | $2.26K | 0.00% | +6 | New |
| TD Capital Management LLC | 6 | $2.28K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 7 | $2.64K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.64K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 7 | $2.64K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 8 | $2.98K | 0.00% | +4+100.0% | Added |
| Your Advocates Ltd., LLP | 8 | $3.01K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9 | $3.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $3.39K | 0.00% | +5+125.0% | Added |
| Flaharty Asset Management, LLC | 10 | $3.77K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 10 | $3.77K | 0.00% | +10 | New |
| Altshuler Shaham Ltd | 11 | $4.14K | 0.00% | +1+10.0% | Added |
| Fortitude Family Office, LLC | 11 | $4.14K | 0.00% | +11 | New |
| GPS Wealth Strategies Group, LLC | 14 | $5.28K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $6.03K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 17 | $6.41K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 17 | $6.41K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 18 | $6.78K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $6.78K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $7.00K | 0.00% | +8+80.0% | Added |
| Delta Asset Management LLC | 20 | $7.54K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 21 | $7.91K | 0.00% | +8+61.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $8.29K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25 | $9.42K | 0.00% | −8−24.2% | Reduced |
| Security National Bank | 25 | $9.42K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 26 | $9.80K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $10.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28 | $10.6K | 0.00% | −28−50.0% | Reduced |
| West Branch Capital LLC | 30 | $11.3K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 31 | $11.7K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 32 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $12.0K | 0.01% | −24−43.6% | Reduced |
| Ashton Thomas Securities, LLC | 32 | $12.1K | 0.00% | +32 | New |
| Citizens National Bank Trust Department | 35 | $13.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 35 | $13.2K | 0.01% | +35 | New |
| Parkside Financial Bank & Trust | 35 | $13.2K | 0.00% | −14−28.6% | Reduced |
| Rise Advisors, LLC | 35 | $13.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 37 | $13.9K | 0.01% | +16+76.2% | Added |
| Quent Capital, LLC | 37 | $14.1K | 0.00% | −18−32.7% | Reduced |
| Riverview Trust Co | 38 | $14.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $14.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 44 | $15.0K | 0.00% | +44 | New |
| Foster Dykema Cabot & Partners, LLC | 40 | $15.1K | 0.00% | +40 | New |
| IFP Advisors, Inc | 40 | $15.2K | 0.00% | +5+14.3% | Added |
| Meeder Asset Management Inc | 41 | $15.4K | 0.00% | −29−41.4% | Reduced |
| Rothschild Investment LLC | 41 | $15.4K | 0.00% | −16−28.1% | Reduced |
| Osterweis Capital Management Inc | 41 | $15.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 46 | $17.3K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 49 | $18.5K | 0.00% | +49 | New |
| Abound Wealth Management | 54 | $20.4K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 55 | $20.7K | 0.00% | +1+1.9% | Added |
| Centerpoint Advisors, LLC | 55 | $21.0K | 0.01% | +12+27.9% | Added |
| Geneos Wealth Management Inc. | 57 | $21.5K | 0.00% | +51+850.0% | Added |
| GeoWealth Management, LLC | 64 | $24.1K | 0.00% | +64 | New |
| Natixis | 71 | $26.8K | 0.00% | −522−88.0% | Reduced |
| Anchor Investment Management, LLC | 71 | $26.8K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 77 | $29.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 78 | $29.4K | 0.00% | −27−25.7% | Reduced |
| Smithfield Trust Co | 80 | $30.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 81 | $30.5K | 0.01% | +81 | New |
| Allworth Financial LP | 81 | $30.5K | 0.00% | +8+11.0% | Added |
| CVA Family Office, LLC | 83 | $31.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 83 | $31.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 87 | $32.8K | 0.00% | +2+2.4% | Added |
| Lindbrook Capital, LLC | 95 | $35.8K | 0.00% | +12+14.5% | Added |
| Umb Bank N A | 97 | $36.5K | 0.00% | −110−53.1% | Reduced |
| Operose Advisors LLC | 101 | $38.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 102 | $38.4K | 0.00% | −16−13.6% | Reduced |
| Massmutual Trust Co FSB | 103 | $38.8K | 0.00% | −45−30.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 103 | $38.8K | 0.00% | −19−15.6% | Reduced |
| LGT Financial Advisors LLC | 110 | $41.4K | 0.10% | 00.0% | Unchanged |