| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Armstrong Advisory Group, Inc | 0 | $24 | 0.00% | 0 | Unchanged |
| Sound Income Strategies, LLC | 1 | $37 | 0.00% | −1,050−99.9% | Reduced |
| HFM Investment Advisors, LLC | 1 | $47 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $92 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $93 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $146 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $185 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $186 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $231 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 7 | $324 | 0.00% | +4+133.3% | Added |
| NewSquare Capital LLC | 8 | $370 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $463 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $463 | 0.00% | +10 | New |
| North Capital, Inc. | 12 | $556 | 0.00% | +12 | New |
| Slocum, Gordon & Co LLP | 13 | $601 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 13 | $602 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $602 | 0.00% | +3+30.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $925 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 20 | $926 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $926 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $928 | 0.00% | +20 | New |
| Harvest Fund Management Co., Ltd | 31 | $1.00K | 0.00% | −6,223−99.5% | Reduced |
| GWM Advisors LLC | 22 | $1.02K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 22 | $1.02K | 0.00% | +22 | New |
| Wolff Wiese Magana LLC | 22 | $1.02K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $1.15K | 0.00% | +9+56.3% | Added |
| McIlrath & Eck, LLC | 40 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $1.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 51 | $2.00K | 0.00% | −11−17.7% | Reduced |
| Sachetta, LLC | 46 | $2.13K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 49 | $2.27K | 0.00% | −31−38.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 54 | $2.48K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 59 | $2.73K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 59 | $2.75K | 0.00% | −443−88.2% | Reduced |
| Whipplewood Advisors, LLC | 35 | $2.96K | 0.00% | −29−45.3% | Reduced |
| Farther Finance Advisors, LLC | 70 | $3.25K | 0.00% | −51−42.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 78 | $3.61K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 81 | $3.75K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 83 | $3.84K | 0.00% | +33+66.0% | Added |
| Hantz Financial Services, Inc. | 78 | $4.00K | 0.00% | +78 | New |
| High Note Wealth, LLC | 90 | $4.17K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 100 | $4.63K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 100 | $4.63K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 108 | $4.65K | 0.00% | +108 | New |
| Pacific Center for Financial Services | 110 | $5.09K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 117 | $5.42K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 125 | $5.79K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 130 | $6.02K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 132 | $6.11K | 0.00% | −65−33.0% | Reduced |
| WealthCollab, LLC | 147 | $6.80K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $7.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 160 | $7.41K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 185 | $8.00K | 0.00% | +22+13.5% | Added |
| WPG Advisers, LLC | 173 | $8.01K | 0.01% | −58−25.1% | Reduced |
| SBI Securities Co., Ltd. | 178 | $8.24K | 0.00% | +1+0.6% | Added |
| Private Wealth Management Group, LLC | 182 | $8.43K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 200 | $9.25K | 0.01% | +3+1.5% | Added |
| Mather Group, LLC. | 200 | $9.26K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $9.26K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 200 | $9.38K | 0.00% | +200 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 203 | $9.40K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 205 | $9.49K | 0.01% | +86+72.3% | Added |
| Massmutual Trust Co FSB | 213 | $9.86K | 0.00% | −450−67.9% | Reduced |
| Rise Advisors, LLC | 222 | $10.3K | 0.00% | −260−53.9% | Reduced |
| Atlantic Trust, LLC | 225 | $10.4K | 0.00% | +225 | New |
| Parkside Financial Bank & Trust | 246 | $11.4K | 0.00% | +225+1,071.4% | Added |
| Binnacle Investments Inc | 247 | $11.4K | 0.01% | +247 | New |
| Brown Brothers Harriman & Co | 250 | $11.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 250 | $11.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 250 | $11.6K | 0.00% | +113+82.5% | Added |
| Trust Co of Vermont | 260 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 267 | $12.4K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 273 | $12.6K | 0.00% | +17+6.6% | Added |
| Canada Pension Plan Investment Board | 300 | $13.9K | 0.00% | −1,000−76.9% | Reduced |
| Huntington National Bank | 309 | $14.3K | 0.00% | +4+1.3% | Added |
| Retirement Wealth Solutions LLC | 311 | $14.4K | 0.01% | +1+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 317 | $14.7K | 0.00% | −30−8.6% | Reduced |
| Natixis | 325 | $14.8K | 0.00% | −406−55.5% | Reduced |
| Clearstead Advisors, LLC | 353 | $16.3K | 0.00% | +353 | New |
| Central Pacific Bank - Trust Division | 370 | $17.1K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 379 | $18.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $18.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 406 | $18.8K | 0.00% | +4+1.0% | Added |
| NBC Securities, Inc. | 445 | $20.0K | 0.00% | +445 | New |
| Leonteq Securities AG | 442 | $20.4K | 0.00% | +442 | New |
| Tortoise Investment Management, LLC | 480 | $22.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 490 | $22.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 500 | $23.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 522 | $24.2K | 0.01% | +152+41.1% | Added |
| CBIZ Investment Advisory Services, LLC | 548 | $25.4K | 0.00% | −7−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 641 | $29.7K | 0.00% | −45−6.6% | Reduced |
| Elequin Capital LP | 656 | $30.4K | 0.01% | +656 | New |
| Allworth Financial LP | 714 | $31.2K | 0.00% | +33+4.8% | Added |
| Nomura Asset Management Co Ltd | 750 | $34.7K | 0.00% | −280−27.2% | Reduced |
| Smartleaf Asset Management LLC | 760 | $35.3K | 0.00% | −12−1.6% | Reduced |
| Larson Financial Group LLC | 800 | $37.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 959 | $44.4K | 0.00% | +715+293.0% | Added |
| First Horizon Advisors, Inc. | 970 | $44.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,020 | $47.3K | 0.00% | +88+9.4% | Added |