| Avion Wealth | 4 | $0 | 0.00% | +2+100.0% | Added |
| Private Wealth Asset Management, LLC | 1 | $176 | 0.00% | −7−87.5% | Reduced |
| TFC Financial Management | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $176 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $176 | 0.00% | +1 | New |
| FSA Wealth Management LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $352 | 0.00% | +1+100.0% | Added |
| WealthTrak Capital Management LLC | 2 | $352 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $481 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 3 | $528 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $528 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $637 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $704 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $704 | 0.00% | +2+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $880 | 0.00% | +2+66.7% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $880 | 0.00% | +3+150.0% | Added |
| South State Corp. | 6 | $1.06K | 0.00% | −3−33.3% | Reduced |
| HFM Investment Advisors, LLC | 6 | $1.06K | 0.00% | +3+100.0% | Added |
| MV Capital Management, Inc. | 6 | $1.06K | 0.00% | +6 | New |
| Tortoise Investment Management, LLC | 7 | $1.23K | 0.00% | +7 | New |
| Sachetta, LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 8 | $1.41K | 0.00% | +8 | New |
| SBI Securities Co., Ltd. | 9 | $1.58K | 0.00% | −1−10.0% | Reduced |
| Financial Management Professionals, Inc. | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.76K | 0.00% | −7−41.2% | Reduced |
| Rakuten Securities, Inc. | 11 | $1.94K | 0.00% | −135−92.5% | Reduced |
| Horizon Financial Services, LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $2.29K | 0.00% | +8+160.0% | Added |
| Cromwell Holdings LLC | 14 | $2.46K | 0.00% | +8+133.3% | Added |
| Harbour Investments, Inc. | 15 | $2.64K | 0.00% | −3−16.7% | Reduced |
| Transce3nd, LLC | 16 | $2.82K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 22 | $3.00K | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $3.17K | 0.00% | +2+12.5% | Added |
| Private Trust Co NA | 18 | $3.17K | 0.00% | +8+80.0% | Added |
| Motco | 20 | $3.23K | 0.00% | +18+900.0% | Added |
| Pineridge Advisors LLC | 19 | $3.34K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 20 | $3.52K | 0.00% | +20 | New |
| Country Trust Bank | 21 | $3.70K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 21 | $3.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 23 | $4.05K | 0.00% | +12+109.1% | Added |
| Fortitude Family Office, LLC | 24 | $4.22K | 0.00% | +24 | New |
| Larson Financial Group LLC | 25 | $4.40K | 0.00% | −72−74.2% | Reduced |
| LRI Investments, LLC | 27 | $4.75K | 0.00% | +27 | New |
| Dogwood Wealth Management LLC | 28 | $4.83K | 0.00% | +28 | New |
| UMA Financial Services, Inc. | 28 | $4.93K | 0.00% | +28 | New |
| Evolution Wealth Management Inc. | 30 | $5.28K | 0.01% | +30 | New |
| Washington Trust Advisors, Inc. | 30 | $5.37K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 32 | $5.63K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 33 | $5.81K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 37 | $6.51K | 0.00% | +37 | New |
| Atlantic Trust, LLC | 38 | $6.69K | 0.00% | −6−13.6% | Reduced |
| TD Capital Management LLC | 38 | $6.69K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 38 | $6.69K | 0.00% | +38 | New |
| Newbridge Financial Services Group, Inc. | 38 | $6.69K | 0.00% | +38 | New |
| Decker Retirement Planning Inc. | 39 | $6.86K | 0.00% | +39 | New |
| TD Private Client Wealth LLC | 49 | $8.62K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 52 | $9.15K | 0.00% | +43+477.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 57 | $10.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $10.7K | 0.00% | −3−4.7% | Reduced |
| iA Global Asset Management Inc. | 60 | $11.0K | 0.00% | +60 | New |
| Curat Global, LLC | 63 | $11.1K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 73 | $12.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 76 | $13.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 78 | $13.7K | 0.01% | +13+20.0% | Added |
| Bell Investment Advisors, Inc | 78 | $13.7K | 0.00% | +28+56.0% | Added |
| Sunbelt Securities, Inc. | 110 | $13.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 79 | $13.9K | 0.00% | −4,442−98.3% | Reduced |
| Harbor Capital Advisors, Inc. | 78 | $14.0K | 0.00% | −40−33.9% | Reduced |
| Smithfield Trust Co | 85 | $15.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 90 | $15.3K | 0.00% | +90 | New |
| J.Safra Asset Management Corp | 90 | $15.8K | 0.00% | −42−31.8% | Reduced |
| Westside Investment Management, Inc. | 96 | $17.0K | 0.00% | +96 | New |
| Glen Eagle Advisors, LLC | 100 | $17.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 116 | $20.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 125 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 125 | $22.0K | 0.01% | +125 | New |
| Hemington Wealth Management | 134 | $23.0K | 0.00% | +18+15.5% | Added |
| Colonial Trust Co | 133 | $23.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 141 | $25.0K | 0.00% | −6−4.1% | Reduced |
| Hollencrest Capital Management | 145 | $25.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 168 | $29.6K | 0.00% | −519−75.5% | Reduced |
| CoreCap Advisors, LLC | 176 | $31.0K | 0.00% | +81+85.3% | Added |
| Parkside Financial Bank & Trust | 188 | $33.1K | 0.00% | −29−13.4% | Reduced |
| Rise Advisors, LLC | 188 | $33.1K | 0.01% | −8−4.1% | Reduced |
| WPG Advisers, LLC | 199 | $35.0K | 0.03% | +60+43.2% | Added |
| Salem Investment Counselors Inc | 200 | $35.2K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 200 | $35.2K | 0.00% | +200 | New |
| Chung Wu Investment Group, LLC | 200 | $35.2K | 0.04% | +200 | New |
| N.E.W. Advisory Services LLC | 227 | $40.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 252 | $44.4K | 0.00% | −20−7.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 256 | $45.1K | 0.03% | +245+2,227.3% | Added |
| True Wealth Design, LLC | 257 | $45.2K | 0.02% | +181+238.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 258 | $45.4K | 0.00% | +3+1.2% | Added |
| MAI Capital Management | 259 | $45.6K | 0.00% | +46+21.6% | Added |
| Geneos Wealth Management Inc. | 264 | $46.5K | 0.00% | +89+50.9% | Added |