| Avion Wealth | 11 | $0 | 0.00% | +1+10.0% | Added |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 1 | $47 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $95 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $142 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $142 | 0.00% | +3 | New |
| Parallel Advisors, LLC | 5 | $237 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $332 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 8 | $379 | 0.00% | +3+60.0% | Added |
| Keating Financial Advisory Services, Inc. | 9 | $426 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 9 | $426 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 10 | $473 | 0.00% | −60−85.7% | Reduced |
| Breakwater Investment Management | 10 | $473 | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 16 | $757 | 0.00% | +6+60.0% | Added |
| Kingdom Financial Group LLC. | 17 | $804 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 17 | $804 | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 16 | $838 | 0.00% | +16 | New |
| Glen Eagle Advisors, LLC | 18 | $851 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 18 | $851 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 19 | $899 | 0.00% | −14−42.4% | Reduced |
| McGuire Capital Advisors Inc | 20 | $946 | 0.00% | +20 | New |
| Cornerstone Financial Management LLC | 22 | $1.04K | 0.00% | +22 | New |
| WPG Advisers, LLC | 25 | $1.18K | 0.00% | −80−76.2% | Reduced |
| Farmers & Merchants Investments Inc | 29 | $1.37K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 32 | $1.51K | 0.00% | +25+357.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 40 | $1.89K | 0.00% | +40 | New |
| JPL Wealth Management, LLC | 44 | $2.08K | 0.00% | +44 | New |
| Parkside Financial Bank & Trust | 45 | $2.13K | 0.00% | −108−70.6% | Reduced |
| Manchester Capital Management LLC | 46 | $2.18K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $2.37K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 54 | $2.55K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 58 | $2.75K | 0.00% | +55+1,833.3% | Added |
| UMA Financial Services, Inc. | 59 | $2.79K | 0.00% | +59 | New |
| Triumph Capital Management | 60 | $2.84K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 61 | $2.88K | 0.00% | −2,704−97.8% | Reduced |
| First Command Advisory Services, Inc. | 62 | $2.93K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 68 | $3.22K | 0.00% | +68 | New |
| IFP Advisors, Inc | 74 | $3.50K | 0.00% | +74 | New |
| Torren Management, LLC | 79 | $3.74K | 0.00% | −1,742−95.7% | Reduced |
| Marquette Asset Management, LLC | 79 | $3.74K | 0.00% | +53+203.8% | Added |
| Main Street Group, LTD | 81 | $3.83K | 0.00% | +81 | New |
| Bare Financial Services, Inc | 85 | $4.02K | 0.00% | +47+123.7% | Added |
| LRI Investments, LLC | 96 | $4.54K | 0.00% | +96 | New |
| Horizon Financial Services, LLC | 100 | $4.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 107 | $5.06K | 0.00% | +88+463.2% | Added |
| Private Wealth Management Group, LLC | 121 | $5.72K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 124 | $5.88K | 0.00% | −18−12.7% | Reduced |
| Salomon & Ludwin, LLC | 127 | $6.06K | 0.00% | −349−73.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 137 | $6.48K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 140 | $6.82K | 0.00% | +140 | New |
| Premier Fund Managers Ltd | 149 | $7.00K | 0.00% | −4,055−96.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 151 | $7.14K | 0.00% | +151 | New |
| Ankerstar Wealth, LLC | 155 | $7.33K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 163 | $7.71K | 0.00% | +143+715.0% | Added |
| Smartleaf Asset Management LLC | 166 | $7.73K | 0.00% | −146−46.8% | Reduced |
| Assetmark, Inc | 164 | $7.76K | 0.00% | +47+40.2% | Added |
| SBI Securities Co., Ltd. | 185 | $8.75K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 187 | $8.85K | 0.00% | +187 | New |
| Essential Partners LLC | 233 | $11.0K | 0.00% | −30−11.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 235 | $11.1K | 0.00% | +28+13.5% | Added |
| Private Trust Co NA | 237 | $11.2K | 0.00% | +35+17.3% | Added |
| Covestor Ltd | 257 | $12.0K | 0.01% | −72−21.9% | Reduced |
| Rothschild Investment LLC | 268 | $12.7K | 0.00% | +53+24.7% | Added |
| Whittier Trust Co of Nevada Inc | 285 | $13.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 296 | $14.0K | 0.00% | −23−7.2% | Reduced |
| Financial Perspectives, Inc | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 315 | $14.9K | 0.00% | +65+26.0% | Added |
| Ameliora Wealth Management Ltd. | 320 | $15.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 337 | $16.0K | 0.00% | +199+144.2% | Added |
| Larson Financial Group LLC | 339 | $16.0K | 0.00% | +31+10.1% | Added |
| MAI Capital Management | 357 | $16.9K | 0.00% | +257+257.0% | Added |
| Massmutual Trust Co FSB | 421 | $19.9K | 0.00% | +188+80.7% | Added |
| SRS Capital Advisors, Inc. | 442 | $20.9K | 0.00% | +342+342.0% | Added |
| Pittenger & Anderson Inc | 500 | $23.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 524 | $24.8K | 0.00% | +407+347.9% | Added |
| Root Financial Partners, LLC | 526 | $24.9K | 0.00% | +526 | New |
| Northwestern Mutual Wealth Management Co | 564 | $26.7K | 0.00% | +5+0.9% | Added |
| Optiver Holding B.V. | 638 | $30.2K | 0.00% | +600+1,578.9% | Added |
| Allworth Financial LP | 756 | $35.8K | 0.00% | +398+111.2% | Added |
| Natixis | 800 | $37.8K | 0.00% | −2,444−75.3% | Reduced |
| Signaturefd, LLC | 967 | $45.7K | 0.00% | +486+101.0% | Added |
| Asset Management One Co.,Ltd. | 969 | $45.8K | 0.00% | −158−14.0% | Reduced |
| Advisors Asset Management, Inc. | 973 | $46.0K | 0.00% | −16−1.6% | Reduced |
| Essex Investment Management Co LLC | 974 | $46.1K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,005 | $47.5K | 0.01% | −413−29.1% | Reduced |
| Versant Capital Management, Inc | 1,081 | $51.1K | 0.01% | +1,081 | New |
| REAP Financial Group, LLC | 1,120 | $53.0K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 1,255 | $58.5K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,372 | $64.9K | 0.00% | +1,372 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,398 | $66.1K | 0.01% | −400−22.2% | Reduced |
| Group One Trading, L.P. | 1,415 | $66.9K | 0.00% | −365−20.5% | Reduced |
| Quadrant Capital Group LLC | 1,455 | $68.8K | 0.00% | +897+160.8% | Added |
| GAMMA Investing LLC | 1,587 | $75.1K | 0.00% | +663+71.8% | Added |
| Pacer Advisors, Inc. | 1,656 | $78.0K | 0.00% | +495+42.6% | Added |
| KBC Group NV | 1,696 | $80.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 1,924 | $90.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,365 | $111.9K | 0.00% | +326+16.0% | Added |
| 1620 Investment Advisors, Inc. | 2,669 | $126.2K | 0.09% | +1,290+93.5% | Added |
| Hilltop National Bank | 2,740 | $129.6K | 0.03% | +663+31.9% | Added |