| Avion Wealth | 6 | $0 | 0.00% | +3+100.0% | Added |
| Parkworth Wealth Management, Inc. | 1 | $159 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 2 | $318 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $318 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $318 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 3 | $477 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $477 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $477 | 0.00% | +1+50.0% | Added |
| Tortoise Investment Management, LLC | 3 | $477 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $506 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $532 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $636 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $636 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $636 | 0.00% | +3+300.0% | Added |
| Hughes Financial Services, LLC | 4 | $714 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $795 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $795 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 6 | $954 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $954 | 0.00% | +6 | New |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.11K | 0.00% | +7 | New |
| Sunbelt Securities, Inc. | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $1.27K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.27K | 0.00% | +5+166.7% | Added |
| Sachetta, LLC | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 8 | $1.44K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $1.75K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $1.91K | 0.00% | +12 | New |
| HHM Wealth Advisors, LLC | 13 | $2.07K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $2.54K | 0.00% | +16 | New |
| Quaker Wealth Management, LLC | 16 | $2.54K | 0.00% | +16 | New |
| Advisors Asset Management, Inc. | 19 | $3.02K | 0.00% | +19 | New |
| Cedar Mountain Advisors, LLC | 22 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $3.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $3.98K | 0.00% | −4−13.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 31 | $4.93K | 0.00% | −25−44.6% | Reduced |
| Farmers & Merchants Investments Inc | 31 | $4.93K | 0.00% | −2−6.1% | Reduced |
| LRI Investments, LLC | 31 | $4.93K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $5.09K | 0.00% | +25+357.1% | Added |
| PFS Partners, LLC | 33 | $5.25K | 0.00% | +33 | New |
| Global Retirement Partners, LLC | 35 | $5.59K | 0.00% | +35 | New |
| Capital A Wealth Management, LLC | 52 | $5.98K | 0.07% | +39+300.0% | Added |
| Westend Capital Management, LLC | 38 | $6.04K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 39 | $6.21K | 0.00% | +39 | New |
| Arlington Trust Co LLC | 41 | $6.52K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $6.52K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 41 | $6.52K | 0.00% | −69−62.7% | Reduced |
| Country Trust Bank | 45 | $7.16K | 0.00% | +45 | New |
| Fortitude Family Office, LLC | 55 | $8.74K | 0.00% | +6+12.2% | Added |
| Grove Bank & Trust | 57 | $9.06K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 60 | $9.54K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 61 | $9.70K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 74 | $11.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 80 | $12.0K | 0.00% | +10+14.3% | Added |
| Raffa Wealth Management, LLC | 91 | $14.5K | 0.00% | +91 | New |
| Rise Advisors, LLC | 93 | $14.7K | 0.01% | +1+1.1% | Added |
| Quest Partners LLC | 98 | $15.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 100 | $15.9K | 0.31% | +100 | New |
| SJS Investment Consulting Inc. | 105 | $16.7K | 0.00% | −4−3.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 105 | $16.7K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 108 | $17.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 115 | $18.3K | 0.02% | −4−3.4% | Reduced |
| 1 North Wealth Services LLC | 118 | $18.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 117 | $18.8K | 0.00% | −721−86.0% | Reduced |
| Altshuler Shaham Ltd | 119 | $18.9K | 0.00% | +3+2.6% | Added |
| Caitong International Asset Management Co., Ltd | 119 | $18.9K | 0.01% | +113+1,883.3% | Added |
| Contravisory Investment Management, Inc. | 123 | $19.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 124 | $19.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 144 | $22.9K | 0.00% | −452−75.8% | Reduced |
| Massmutual Trust Co FSB | 152 | $24.2K | 0.00% | −6−3.8% | Reduced |
| Versant Capital Management, Inc | 154 | $24.5K | 0.00% | +1+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 155 | $24.6K | 0.00% | −500−76.3% | Reduced |
| TruNorth Capital Management, LLC | 157 | $25.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 166 | $26.4K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 156 | $26.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 175 | $27.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 174 | $28.0K | 0.00% | +154+770.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 178 | $28.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 182 | $28.9K | 0.00% | +128+237.0% | Added |
| MAI Capital Management | 186 | $29.6K | 0.00% | +68+57.6% | Added |
| Wolff Wiese Magana LLC | 195 | $31.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 197 | $31.3K | 0.00% | +36+22.4% | Added |
| Bryn Mawr Trust Co | 199 | $31.6K | 0.00% | −10−4.8% | Reduced |
| Employees Retirement System of Texas | 221 | $35.0K | 0.00% | +221 | New |
| IFP Advisors, Inc | 224 | $35.6K | 0.00% | +114+103.6% | Added |
| Trust Co of Toledo NA | 232 | $36.9K | 0.00% | +232 | New |
| Parkside Financial Bank & Trust | 260 | $41.3K | 0.00% | −29−10.0% | Reduced |
| Geneos Wealth Management Inc. | 274 | $43.6K | 0.00% | −13−4.5% | Reduced |
| CoreCap Advisors, LLC | 280 | $44.5K | 0.00% | +90+47.4% | Added |
| Montag A & Associates Inc | 300 | $47.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 350 | $55.6K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 369 | $58.7K | 0.06% | +369 | New |
| Curat Global, LLC | 380 | $60.4K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 387 | $61.5K | 0.00% | +294+316.1% | Added |
| CIBC Private Wealth Group, LLC | 434 | $69.0K | 0.00% | −277−39.0% | Reduced |
| Group One Trading, L.P. | 444 | $70.6K | 0.00% | +444 | New |