| Armstrong Advisory Group, Inc | 0 | $34 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 1 | $78 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 3 | $228 | 0.00% | −29−90.6% | Reduced |
| Private Wealth Asset Management, LLC | 4 | $282 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $282 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $283 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5 | $353 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $353 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $353 | 0.00% | +5 | New |
| United Financial Planning Group LLC | 6 | $423 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 9 | $634 | 0.00% | +4+80.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $706 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $846 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $846 | 0.00% | +12 | New |
| MidFirst Bank | 18 | $1.27K | 0.00% | +18 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $1.48K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $1.48K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 22 | $1.55K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $1.55K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 27 | $1.90K | 0.00% | +27 | New |
| Plante Moran Financial Advisors, LLC | 29 | $2.04K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $2.12K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $2.19K | 0.00% | +31 | New |
| Sunbelt Securities, Inc. | 32 | $2.26K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 34 | $2.40K | 0.00% | +9+36.0% | Added |
| Bell Investment Advisors, Inc | 35 | $2.47K | 0.00% | +15+75.0% | Added |
| Signature Equity Partners, LLC | 36 | $2.54K | 0.00% | +36 | New |
| Fortitude Family Office, LLC | 38 | $2.68K | 0.00% | +6+18.8% | Added |
| Elyxium Wealth, LLC | 39 | $2.75K | 0.00% | +39 | New |
| Basecamp Wealth Advisors LLC | 39 | $2.75K | 0.00% | +39 | New |
| McIlrath & Eck, LLC | 40 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $2.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 36 | $3.00K | 0.00% | +36 | New |
| National Bank of Canada | 46 | $3.24K | 0.00% | +46 | New |
| Private Trust Co NA | 49 | $3.46K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 52 | $3.67K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 54 | $3.78K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 56 | $3.95K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 56 | $3.95K | 0.00% | +56 | New |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $4.00K | 0.00% | −2−3.8% | Reduced |
| Geneos Wealth Management Inc. | 57 | $4.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 58 | $4.09K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 60 | $4.23K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 69 | $4.87K | 0.00% | +69 | New |
| Activest Wealth Management | 70 | $4.94K | 0.00% | +33+89.2% | Added |
| Hilton Head Capital Partners, LLC | 79 | $5.57K | 0.00% | +79 | New |
| Pacific Center for Financial Services | 110 | $6.54K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 96 | $6.77K | 0.00% | +5+5.5% | Added |
| WPG Advisers, LLC | 98 | $6.91K | 0.01% | −18−15.5% | Reduced |
| Atlantic Trust, LLC | 100 | $7.05K | 0.00% | +52+108.3% | Added |
| Flagship Harbor Advisors, LLC | 100 | $7.05K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 100 | $7.24K | 0.00% | −62−38.3% | Reduced |
| TD Private Client Wealth LLC | 127 | $8.96K | 0.00% | +57+81.4% | Added |
| Torren Management, LLC | 131 | $9.24K | 0.00% | +131 | New |
| LRI Investments, LLC | 137 | $9.69K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 146 | $10.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 147 | $10.4K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 150 | $10.6K | 0.00% | +1+0.7% | Added |
| International Assets Investment Management, LLC | 150 | $10.6K | 0.00% | +150 | New |
| SBI Securities Co., Ltd. | 153 | $10.8K | 0.00% | −2−1.3% | Reduced |
| SOA Wealth Advisors, LLC. | 158 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 160 | $11.3K | 0.00% | −1,248−88.6% | Reduced |
| Bayforest Capital Ltd | 161 | $11.4K | 0.01% | +161 | New |
| Private Wealth Management Group, LLC | 182 | $12.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 187 | $13.2K | 0.01% | +1+0.5% | Added |
| Measured Wealth Private Client Group, LLC | 198 | $14.0K | 0.00% | +198 | New |
| Leonteq Securities AG | 206 | $14.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 203 | $14.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 212 | $15.0K | 0.01% | −1−0.5% | Reduced |
| Root Financial Partners, LLC | 239 | $16.9K | 0.00% | +52+27.8% | Added |
| Golden State Wealth Management, LLC | 250 | $17.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 270 | $19.0K | 0.00% | +36+15.4% | Added |
| Sittner & Nelson, LLC | 267 | $19.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 281 | $19.8K | 0.00% | +2+0.7% | Added |
| Clearstead Advisors, LLC | 283 | $20.0K | 0.00% | +36+14.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 300 | $21.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 301 | $21.2K | 0.00% | +5+1.7% | Added |
| Rothschild Investment LLC | 307 | $21.7K | 0.00% | +302+6,040.0% | Added |
| Cornerstone Planning Group LLC | 318 | $22.1K | 0.00% | +302+1,887.5% | Added |
| Bartlett & Co. Wealth Management LLC | 317 | $22.4K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 320 | $22.6K | 0.00% | −200−38.5% | Reduced |
| SageView Advisory Group, LLC | 329 | $23.2K | 0.00% | +329 | New |
| Brown Brothers Harriman & Co | 338 | $23.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 356 | $25.1K | 0.00% | +227+176.0% | Added |
| Centerpoint Advisors, LLC | 374 | $26.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 370 | $26.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 378 | $26.7K | 0.00% | +78+26.0% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $28.2K | 0.00% | −35−8.0% | Reduced |
| Smartleaf Asset Management LLC | 407 | $29.1K | 0.00% | −428−51.3% | Reduced |
| Assetmark, Inc | 436 | $30.8K | 0.00% | +129+42.0% | Added |
| NBC Securities, Inc. | 446 | $31.5K | 0.00% | +1+0.2% | Added |
| AdvisorNet Financial, Inc | 490 | $34.6K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 500 | $35.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 500 | $35.3K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 500 | $35.3K | 0.00% | +500 | New |
| CNB Bank | 536 | $37.8K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 536 | $37.8K | 0.00% | 00.0% | Unchanged |