| Abound Wealth Management | 1 | $107 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $156 | 0.00% | 0 | Unchanged |
| Baystate Wealth Management LLC | 1 | $259 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $297 | 0.00% | −2−50.0% | Reduced |
| True Wealth Design, LLC | 2 | $297 | 0.00% | +1+100.0% | Added |
| Cornerstone Planning Group LLC | 3 | $444 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $445 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $446 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $592 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $593 | 0.00% | −17−81.0% | Reduced |
| First Manhattan Co | 4 | $740 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $741 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $889 | 0.00% | +6 | New |
| WealthCollab, LLC | 6 | $889 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $1.04K | 0.00% | −132−95.0% | Reduced |
| Versant Capital Management, Inc | 7 | $1.04K | 0.00% | −5−41.7% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $1.04K | 0.00% | +7 | New |
| EverSource Wealth Advisors, LLC | 8 | $1.18K | 0.00% | −2−20.0% | Reduced |
| Private Trust Co NA | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8 | $1.19K | 0.00% | +8 | New |
| Motco | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $1.88K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 16 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $2.37K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $2.40K | 0.00% | +8+100.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $2.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $2.81K | 0.00% | +10+111.1% | Added |
| Richard W. Paul & Associates, LLC | 20 | $2.96K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $3.26K | 0.00% | −4−15.4% | Reduced |
| Raffa Wealth Management, LLC | 22 | $3.26K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 22 | $3.26K | 0.00% | +22 | New |
| Glen Eagle Advisors, LLC | 24 | $3.62K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 26 | $3.85K | 0.00% | −38−59.4% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 28 | $4.14K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 29 | $4.29K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $4.44K | 0.00% | −87−74.4% | Reduced |
| Provenance Wealth Advisors, LLC | 30 | $4.44K | 0.00% | +30 | New |
| Hobbs Group Advisors, LLC | 31 | $4.59K | 0.00% | +31 | New |
| FSA Wealth Management LLC | 35 | $5.00K | 0.00% | +35 | New |
| Lummis Asset Management, LP | 35 | $5.18K | 0.00% | +35 | New |
| Bell Investment Advisors, Inc | 38 | $5.63K | 0.00% | +5+15.2% | Added |
| Creative Financial Designs Inc | 41 | $6.13K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 44 | $6.51K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 47 | $6.96K | 0.00% | +47 | New |
| Farther Finance Advisors, LLC | 51 | $7.49K | 0.00% | +28+121.7% | Added |
| Massmutual Trust Co FSB | 53 | $7.84K | 0.00% | −6−10.2% | Reduced |
| Raleigh Capital Management Inc. | 56 | $8.27K | 0.00% | −114−67.1% | Reduced |
| Nemes Rush Group LLC | 56 | $8.29K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 59 | $8.73K | 0.00% | +59 | New |
| Lindbrook Capital, LLC | 68 | $10.1K | 0.00% | −9−11.7% | Reduced |
| Jones Financial Companies LLLP | 72 | $10.7K | 0.00% | +46+176.9% | Added |
| Carolinas Wealth Consulting LLC | 74 | $11.0K | 0.00% | +24+48.0% | Added |
| C M Bidwell & Associates Ltd | 39 | $11.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 76 | $11.2K | 0.00% | +10+15.2% | Added |
| Ancora Advisors, LLC | 77 | $11.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 80 | $11.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 89 | $13.2K | 0.00% | −35−28.2% | Reduced |
| Silicon Valley Capital Partners | 90 | $13.3K | 0.00% | +90 | New |
| Northwestern Mutual Wealth Management Co | 99 | $14.7K | 0.00% | −11−10.0% | Reduced |
| Essex Investment Management Co LLC | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113 | $16.0K | 0.00% | +82+264.5% | Added |
| Covestor Ltd | 109 | $16.0K | 0.01% | −2−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 130 | $19.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 132 | $19.5K | 0.00% | +132 | New |
| Desjardins Global Asset Management Inc. | 186 | $27.5K | 0.00% | +6+3.3% | Added |
| Garner Asset Management Corp | 190 | $28.4K | 0.01% | +190 | New |
| Umb Bank N A | 197 | $29.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 200 | $29.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 203 | $30.1K | 0.01% | −79−28.0% | Reduced |
| Advisory Services Network, LLC | 205 | $30.4K | 0.00% | +205 | New |
| Clearstead Advisors, LLC | 210 | $31.1K | 0.00% | +210 | New |
| Johnson Financial Group, Inc. | 225 | $33.4K | 0.00% | +7+3.2% | Added |
| GWM Advisors LLC | 227 | $33.6K | 0.00% | +181+393.5% | Added |
| AdvisorNet Financial, Inc | 251 | $37.2K | 0.00% | +5+2.0% | Added |
| Spire Wealth Management | 273 | $38.2K | 0.00% | −6−2.2% | Reduced |
| Lazard Asset Management LLC | 267 | $39.0K | 0.00% | −610−69.6% | Reduced |
| First Horizon Advisors, Inc. | 264 | $39.1K | 0.00% | −47−15.1% | Reduced |
| Nomura Asset Management Co Ltd | 330 | $48.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 392 | $52.3K | 0.01% | +392 | New |
| AllSquare Wealth Management LLC | 360 | $53.3K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 408 | $60.4K | 0.00% | −76−15.7% | Reduced |
| ICA Group Wealth Management, LLC | 475 | $70.3K | 0.02% | +475 | New |
| Proequities, Inc. | 492 | $73.0K | 0.01% | −32−6.1% | Reduced |
| Fifth Third Bancorp | 521 | $77.1K | 0.00% | −142−21.4% | Reduced |
| Signaturefd, LLC | 604 | $89.4K | 0.00% | −109−15.3% | Reduced |
| Qube Research & Technologies Ltd | 610 | $90.3K | 0.00% | −49,982−98.8% | Reduced |
| Quent Capital, LLC | 660 | $97.7K | 0.01% | +12+1.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 674 | $100.0K | 0.00% | +674 | New |
| Ossiam | 678 | $100.4K | 0.00% | +254+59.9% | Added |
| Global Retirement Partners, LLC | 808 | $108.7K | 0.00% | +315+63.9% | Added |
| CWM, LLC | 738 | $109.0K | 0.00% | +241+48.5% | Added |
| Addison Advisors LLC | 748 | $110.7K | 0.04% | +5+0.7% | Added |
| Daiwa Securities Group Inc. | 948 | $140.0K | 0.00% | −48−4.8% | Reduced |
| Arlington Trust Co LLC | 947 | $140.2K | 0.04% | +947 | New |
| Quadrant Capital Group LLC | 1,097 | $162.4K | 0.01% | −118−9.7% | Reduced |
| KBC Group NV | 1,167 | $173.0K | 0.00% | 00.0% | Unchanged |
