| Ogorek Anthony Joseph | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $45 | 0.00% | −6−85.7% | Reduced |
| TFC Financial Management | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $136 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 3 | $136 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 5 | $226 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $226 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $228 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 7 | $305 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 7 | $316 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 7 | $317 | 0.00% | +7 | New |
| Distillate Capital Partners LLC | 8 | $361 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 8 | $362 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $453 | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 10 | $463 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 13 | $588 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $633 | 0.00% | −81−85.3% | Reduced |
| Cornerstone Financial Management LLC | 14 | $633 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $633 | 0.00% | +14 | New |
| Vermillion Wealth Management, Inc. | 15 | $678 | 0.00% | +15 | New |
| Addison Advisors LLC | 16 | $723 | 0.00% | +16 | New |
| Salomon & Ludwin, LLC | 17 | $739 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 17 | $768 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 18 | $813 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 18 | $813 | 0.00% | +8+80.0% | Added |
| Global Trust Asset Management, LLC | 20 | $904 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $904 | 0.00% | +4+25.0% | Added |
| Cornerstone Planning Group LLC | 23 | $990 | 0.00% | +14+155.6% | Added |
| Financial Management Professionals, Inc. | 24 | $1.08K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $1.13K | 0.00% | +25 | New |
| Retirement Wealth Solutions LLC | 26 | $1.18K | 0.00% | +3+13.0% | Added |
| NBT Bank N A | 26 | $1.18K | 0.00% | +26 | New |
| South State Corp. | 32 | $1.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $1.54K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 37 | $1.67K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $1.72K | 0.00% | +8+26.7% | Added |
| Cromwell Holdings LLC | 39 | $1.76K | 0.00% | +18+85.7% | Added |
| First Command Advisory Services, Inc. | 40 | $1.81K | 0.00% | +40 | New |
| Principia Wealth Advisory, LLC | 44 | $1.99K | 0.00% | −1−2.2% | Reduced |
| Bruce G. Allen Investments, LLC | 44 | $1.99K | 0.00% | +1+2.3% | Added |
| Bay Harbor Wealth Management, LLC | 48 | $2.17K | 0.00% | +23+92.0% | Added |
| Fairscale Capital, LLC | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 52 | $2.35K | 0.00% | +52 | New |
| Twin Peaks Wealth Advisors, LLC | 52 | $2.35K | 0.00% | +52 | New |
| Torren Management, LLC | 61 | $2.75K | 0.00% | −279−82.1% | Reduced |
| Golden State Equity Partners | 61 | $2.75K | 0.00% | +61 | New |
| Valued Wealth Advisors LLC | 67 | $3.04K | 0.00% | +34+103.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 82 | $3.70K | 0.00% | +22+36.7% | Added |
| Whittier Trust Co of Nevada Inc | 89 | $3.89K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 87 | $3.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 98 | $4.43K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 110 | $4.97K | 0.00% | +110 | New |
| Brown Brothers Harriman & Co | 112 | $5.06K | 0.00% | +17+17.9% | Added |
| Leonteq Securities AG | 124 | $5.60K | 0.00% | −378−75.3% | Reduced |
| Sachetta, LLC | 149 | $6.73K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 152 | $6.87K | 0.00% | +146+2,433.3% | Added |
| Plato Investment Management Ltd | 193 | $8.72K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $9.05K | 0.00% | −851−81.0% | Reduced |
| Highline Wealth Partners LLC | 202 | $9.13K | 0.00% | +202 | New |
| Larson Financial Group LLC | 205 | $9.27K | 0.00% | +200+4,000.0% | Added |
| Farmers & Merchants Investments Inc | 210 | $9.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 217 | $9.80K | 0.00% | −536−71.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 237 | $10.7K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 243 | $11.0K | 0.00% | +243 | New |
| Fortitude Family Office, LLC | 262 | $11.8K | 0.00% | +113+75.8% | Added |
| Los Angeles Capital Management LLC | 282 | $12.7K | 0.00% | −688−70.9% | Reduced |
| Blume Capital Management, Inc. | 300 | $13.6K | 0.00% | −300−50.0% | Reduced |
| Albion Financial Group | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 330 | $14.9K | 0.01% | −90−21.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | $15.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 350 | $15.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 350 | $15.8K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 352 | $15.9K | 0.01% | +352 | New |
| CVA Family Office, LLC | 360 | $16.3K | 0.00% | +360 | New |
| LRI Investments, LLC | 363 | $16.4K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 365 | $16.5K | 0.00% | +322+748.8% | Added |
| Assetmark, Inc | 385 | $17.4K | 0.00% | +101+35.6% | Added |
| Vanguard National Trust Co | 390 | $17.6K | 0.00% | +390 | New |
| Smithfield Trust Co | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 402 | $18.2K | 0.01% | +1+0.2% | Added |
| Massmutual Trust Co FSB | 419 | $18.9K | 0.00% | −143−25.4% | Reduced |
| Covestor Ltd | 443 | $20.0K | 0.01% | −221−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 484 | $21.9K | 0.00% | +3+0.6% | Added |
| Kings Path Partners LLC | 500 | $22.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 500 | $22.6K | 0.00% | +500 | New |
| Meeder Asset Management Inc | 512 | $23.1K | 0.00% | +381+290.8% | Added |
| Eastern Bank | 575 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 618 | $27.9K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 642 | $29.0K | 0.01% | +108+20.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 707 | $31.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 739 | $33.4K | 0.00% | +166+29.0% | Added |
| TD Waterhouse Canada Inc. | 800 | $34.8K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 801 | $36.2K | 0.01% | −236−22.8% | Reduced |
| Basecamp Wealth Advisors LLC | 807 | $36.5K | 0.01% | −75−8.5% | Reduced |
| Basepoint Wealth LLC | 869 | $39.3K | 0.02% | −849−49.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 975 | $44.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,006 | $45.5K | 0.00% | +276+37.8% | Added |
| Essex Investment Management Co LLC | 1,091 | $49.3K | 0.01% | 00.0% | Unchanged |