| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Cove Street Capital, LLC | 1 | $166 | 0.00% | −4,080−100.0% | Reduced |
| True Wealth Design, LLC | 1 | $166 | 0.00% | −2−66.7% | Reduced |
| Rothschild Investment LLC | 1 | $166 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $166 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $229 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 2 | $296 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $332 | 0.00% | +2 | New |
| Riverview Trust Co | 3 | $498 | 0.00% | +3 | New |
| Claris Advisors, LLC | 3 | $498 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $499 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $508 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $664 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 4 | $664 | 0.00% | +4 | New |
| Quest Partners LLC | 4 | $664 | 0.00% | +4 | New |
| Capital Performance Advisors LLP | 4 | $664 | 0.00% | +4 | New |
| Caldwell Trust Co | 5 | $829 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.16K | 0.00% | +1+16.7% | Added |
| Sandy Spring Bank | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.36K | 0.00% | −4−33.3% | Reduced |
| Venturi Wealth Management, LLC | 9 | $1.49K | 0.00% | +9 | New |
| Abound Wealth Management | 12 | $1.99K | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $2.10K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $2.32K | 0.00% | −30−68.2% | Reduced |
| Raffa Wealth Management, LLC | 14 | $2.32K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 16 | $2.65K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $2.99K | 0.00% | −38−67.9% | Reduced |
| Financial Network Wealth Advisors LLC | 18 | $2.99K | 0.00% | −16−47.1% | Reduced |
| Leonteq Securities AG | 18 | $2.99K | 0.00% | +18 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $2.99K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $3.15K | 0.00% | +10+111.1% | Added |
| Sachetta, LLC | 19 | $3.15K | 0.00% | +13+216.7% | Added |
| Beacon Capital Management, LLC | 23 | $3.81K | 0.00% | +23 | New |
| Glen Eagle Advisors, LLC | 25 | $4.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $4.48K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $4.48K | 0.00% | +8+42.1% | Added |
| Key Financial Inc | 28 | $4.64K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 29 | $4.81K | 0.00% | +29 | New |
| Salem Investment Counselors Inc | 29 | $4.82K | 0.00% | +8+38.1% | Added |
| GWM Advisors LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 31 | $5.14K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 32 | $5.31K | 0.00% | +32 | New |
| Allworth Financial LP | 32 | $5.37K | 0.00% | +27+540.0% | Added |
| Parkside Financial Bank & Trust | 33 | $5.47K | 0.00% | −20−37.7% | Reduced |
| FSA Wealth Management LLC | 35 | $5.81K | 0.00% | +35 | New |
| Bell Investment Advisors, Inc | 36 | $5.97K | 0.00% | −2−5.3% | Reduced |
| Hemington Wealth Management | 39 | $6.00K | 0.00% | +39 | New |
| Chilton Capital Management LLC | 39 | $6.47K | 0.00% | +31+387.5% | Added |
| Cetera Trust Company, N.A | 47 | $7.80K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 51 | $8.46K | 0.00% | +8+18.6% | Added |
| Washington Trust Advisors, Inc. | 54 | $8.94K | 0.00% | −6−10.0% | Reduced |
| Nemes Rush Group LLC | 56 | $10.1K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 61 | $10.2K | 0.00% | +54+771.4% | Added |
| Farther Finance Advisors, LLC | 64 | $10.6K | 0.00% | +10+18.5% | Added |
| ClariVest Asset Management LLC | 79 | $10.7K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 39 | $11.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 71 | $11.8K | 0.00% | +3+4.4% | Added |
| Carolinas Wealth Consulting LLC | 74 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 77 | $12.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 81 | $13.4K | 0.00% | −41−33.6% | Reduced |
| Harbour Investments, Inc. | 89 | $14.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 89 | $14.8K | 0.00% | +11+14.1% | Added |
| Geneos Wealth Management Inc. | 94 | $15.6K | 0.00% | +94 | New |
| Global Financial Private Client, LLC | 97 | $16.1K | 0.01% | +97 | New |
| Essex Investment Management Co LLC | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 100 | $16.6K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 106 | $17.6K | 0.00% | −34−24.3% | Reduced |
| Lindbrook Capital, LLC | 107 | $17.7K | 0.00% | +9+9.2% | Added |
| SJS Investment Consulting Inc. | 107 | $17.8K | 0.00% | +3+2.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113 | $18.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 125 | $21.0K | 0.01% | +37+42.0% | Added |
| Steward Partners Investment Advisory, LLC | 143 | $23.8K | 0.00% | −9−5.9% | Reduced |
| Alpine Bank Wealth Management | 150 | $24.9K | 0.00% | +150 | New |
| Jones Financial Companies LLLP | 169 | $28.2K | 0.00% | +90+113.9% | Added |
| Headlands Technologies LLC | 178 | $29.5K | 0.00% | −164−48.0% | Reduced |
| Rise Advisors, LLC | 185 | $30.7K | 0.01% | +1+0.5% | Added |
| Proequities, Inc. | 186 | $30.9K | 0.00% | −3−1.6% | Reduced |
| IFP Advisors, Inc | 188 | $31.3K | 0.00% | −1,141−85.9% | Reduced |
| SRS Capital Advisors, Inc. | 189 | $31.4K | 0.00% | +74+64.3% | Added |
| Bank of New Hampshire | 200 | $33.2K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,138 | $37.0K | 0.00% | +6,131+87,585.7% | Added |
| Smartleaf Asset Management LLC | 232 | $38.8K | 0.00% | +156+205.3% | Added |
| AdvisorNet Financial, Inc | 242 | $40.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 345 | $57.2K | 0.00% | +145+72.5% | Added |
| Quarry LP | 388 | $64.4K | 0.02% | −482−55.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 400 | $66.4K | 0.01% | +400 | New |
| Nomura Asset Management Co Ltd | 430 | $71.3K | 0.00% | +100+30.3% | Added |
| 1620 Investment Advisors, Inc. | 452 | $75.0K | 0.05% | +67+17.4% | Added |
| Parallel Advisors, LLC | 462 | $76.8K | 0.00% | +15+3.4% | Added |
| Hilltop National Bank | 636 | $105.5K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 656 | $109.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 705 | $117.0K | 0.00% | +10+1.4% | Added |
| Fifth Third Bancorp | 757 | $125.6K | 0.00% | +142+23.1% | Added |
| Mather Group, LLC. | 790 | $131.0K | 0.00% | −64−7.5% | Reduced |
| Clearstead Advisors, LLC | 795 | $131.9K | 0.00% | −64−7.5% | Reduced |
| Addison Advisors LLC | 800 | $132.7K | 0.04% | +20+2.6% | Added |
