| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $133 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $134 | 0.00% | +1 | New |
| Rossby Financial, LCC | 2 | $257 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $266 | 0.00% | +2 | New |
| Horizon Investments, LLC | 2 | $266 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $266 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $399 | 0.00% | −2−40.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $399 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $399 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $532 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $666 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $666 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $666 | 0.00% | +1+25.0% | Added |
| SHP Wealth Management | 5 | $666 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $799 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6 | $799 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $799 | 0.00% | +2+50.0% | Added |
| Nisa Investment Advisors, LLC | 6 | $799 | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 6 | $799 | 0.00% | +6 | New |
| National Bank of Canada | 7 | $914 | 0.00% | −14−66.7% | Reduced |
| CX Institutional | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $1.06K | 0.00% | −3−27.3% | Reduced |
| Bogart Wealth, LLC | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $1.46K | 0.00% | +1+10.0% | Added |
| Bruce G. Allen Investments, LLC | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 12 | $1.60K | 0.00% | +12 | New |
| Central Trust Co | 13 | $1.73K | 0.00% | +11+550.0% | Added |
| TD Waterhouse Canada Inc. | 14 | $1.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.86K | 0.00% | +10+250.0% | Added |
| Manchester Capital Management LLC | 16 | $2.13K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 16 | $2.13K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 17 | $2.18K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 17 | $2.26K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $2.26K | 0.00% | +17 | New |
| Richardson Capital Management LLC | 17 | $2.26K | 0.00% | +17 | New |
| TD Capital Management LLC | 18 | $2.40K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $2.53K | 0.00% | −5−20.8% | Reduced |
| Ares Financial Consulting, LLC | 21 | $2.70K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $2.93K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $2.93K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 22 | $2.93K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 23 | $3.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 24 | $3.19K | 0.00% | +1+4.3% | Added |
| Fortitude Family Office, LLC | 24 | $3.19K | 0.00% | +16+200.0% | Added |
| Atlantic Trust, LLC | 28 | $3.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $3.73K | 0.00% | +2+7.7% | Added |
| Larson Financial Group LLC | 29 | $3.86K | 0.00% | +5+20.8% | Added |
| SBI Securities Co., Ltd. | 31 | $4.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 32 | $4.26K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 32 | $4.26K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 36 | $4.79K | 0.00% | −255−87.6% | Reduced |
| Bank of New Hampshire | 36 | $4.79K | 0.00% | +36 | New |
| Private Trust Co NA | 37 | $4.92K | 0.00% | −2−5.1% | Reduced |
| Covestor Ltd | 35 | $5.00K | 0.00% | −29−45.3% | Reduced |
| Signaturefd, LLC | 40 | $5.32K | 0.00% | −50−55.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 40 | $5.32K | 0.00% | −5−11.1% | Reduced |
| JNBA Financial Advisors | 43 | $5.72K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 44 | $5.86K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 45 | $5.99K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 49 | $6.52K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $6.66K | 0.00% | +45+900.0% | Added |
| Golden State Wealth Management, LLC | 51 | $6.79K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 52 | $6.92K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 53 | $7.05K | 0.00% | +53 | New |
| Parkside Financial Bank & Trust | 65 | $8.65K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 68 | $9.05K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 68 | $9.05K | 0.00% | +35+106.1% | Added |
| Harbour Investments, Inc. | 69 | $9.19K | 0.00% | +24+53.3% | Added |
| Owl Creek Wealth Partners LLC | 75 | $9.98K | 0.00% | +75 | New |
| Hantz Financial Services, Inc. | 75 | $10.0K | 0.00% | −7−8.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 78 | $10.4K | 0.00% | −1−1.3% | Reduced |
| Mather Group, LLC. | 85 | $11.3K | 0.00% | +85 | New |
| Oakworth Capital, Inc. | 107 | $14.2K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 110 | $14.6K | 0.00% | +110 | New |
| UMA Financial Services, Inc. | 112 | $14.9K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 117 | $15.0K | 0.00% | −283−70.8% | Reduced |
| Entrust Financial LLC | 114 | $15.2K | 0.01% | −4−3.4% | Reduced |
| Activest Wealth Management | 116 | $15.4K | 0.00% | +70+152.2% | Added |
| Operose Advisors LLC | 121 | $16.1K | 0.00% | +121 | New |
| Smartleaf Asset Management LLC | 124 | $16.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 136 | $18.1K | 0.00% | +136 | New |
| CrossGen Wealth, LLC | 150 | $20.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 172 | $22.9K | 0.00% | +42+32.3% | Added |
| SJS Investment Consulting Inc. | 177 | $23.6K | 0.00% | +47+36.2% | Added |
| Boreal Capital Management LLC | 180 | $24.0K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 185 | $24.6K | 0.01% | +127+219.0% | Added |
| Whittier Trust Co of Nevada Inc | 190 | $24.8K | 0.00% | −9−4.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 199 | $26.5K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 238 | $27.2K | 0.02% | −15−5.9% | Reduced |
| Whittier Trust Co | 209 | $27.2K | 0.00% | +88+72.7% | Added |
| Brown Brothers Harriman & Co | 211 | $28.1K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 264 | $35.1K | 0.03% | +264 | New |
| Northwestern Mutual Wealth Management Co | 275 | $36.6K | 0.00% | −265−49.1% | Reduced |
| Bayforest Capital Ltd | 278 | $37.0K | 0.04% | −970−77.7% | Reduced |
| Group One Trading, L.P. | 300 | $39.9K | 0.00% | +300 | New |
| Strategic Wealth Partners, Ltd. | 304 | $40.5K | 0.00% | +270+794.1% | Added |
| Private Wealth Asset Management, LLC | 329 | $43.8K | 0.00% | −1−0.3% | Reduced |
| Bessemer Group Inc | 373 | $50.0K | 0.00% | +241+182.6% | Added |