| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Armstrong Advisory Group, Inc | 0 | $36 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $77 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $151 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $153 | 0.00% | −69−97.2% | Reduced |
| MV Capital Management, Inc. | 2 | $153 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $306 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $382 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5 | $390 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $535 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $535 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $536 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 9 | $688 | 0.00% | +5+125.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $765 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $917 | 0.00% | −7−36.8% | Reduced |
| Cromwell Holdings LLC | 12 | $917 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 13 | $994 | 0.00% | +1+8.3% | Added |
| CX Institutional | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $1.22K | 0.00% | +6+60.0% | Added |
| MidFirst Bank | 18 | $1.38K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 18 | $1.38K | 0.00% | +18 | New |
| Creative Capital Management Investments LLC | 18 | $1.38K | 0.00% | +18 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $1.68K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $1.68K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 23 | $1.76K | 0.00% | −65−73.9% | Reduced |
| Vanguard National Trust Co | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $1.84K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $2.22K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $2.29K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $2.37K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 32 | $2.45K | 0.00% | −1−3.0% | Reduced |
| Action Point Financial Planning, LLC | 37 | $2.60K | 0.00% | +37 | New |
| Ancora Advisors, LLC | 37 | $2.83K | 0.00% | −792−95.5% | Reduced |
| CoreCap Advisors, LLC | 38 | $2.90K | 0.00% | +38 | New |
| Rothschild Investment LLC | 39 | $2.98K | 0.00% | −268−87.3% | Reduced |
| Basecamp Wealth Advisors LLC | 39 | $2.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 40 | $3.01K | 0.00% | +40 | New |
| JPL Wealth Management, LLC | 40 | $3.06K | 0.00% | −18−31.0% | Reduced |
| Bruce G. Allen Investments, LLC | 42 | $3.21K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 49 | $3.75K | 0.00% | 00.0% | Unchanged |
| Midway Capital Research & Management | 49 | $3.75K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 52 | $3.97K | 0.00% | +52 | New |
| Marshall & Sterling Wealth Advisors Inc. | 54 | $4.10K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 56 | $4.28K | 0.00% | −13−18.8% | Reduced |
| Ares Financial Consulting, LLC | 56 | $4.28K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 57 | $4.36K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 60 | $4.59K | 0.00% | −2−3.2% | Reduced |
| Grove Bank & Trust | 60 | $4.59K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 61 | $4.66K | 0.00% | +20+48.8% | Added |
| Sachetta, LLC | 62 | $4.74K | 0.00% | +4+6.9% | Added |
| WPG Advisers, LLC | 79 | $6.04K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 79 | $6.04K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 81 | $6.19K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 98 | $6.78K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 90 | $6.88K | 0.00% | +6+7.1% | Added |
| Highline Wealth Partners LLC | 92 | $7.03K | 0.00% | +61+196.8% | Added |
| High Note Wealth, LLC | 96 | $7.34K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 97 | $7.41K | 0.00% | +97 | New |
| Atlantic Trust, LLC | 100 | $7.64K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 108 | $8.25K | 0.00% | −115−51.6% | Reduced |
| Pacific Center for Financial Services | 110 | $8.41K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 122 | $9.49K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 130 | $9.94K | 0.00% | +130 | New |
| Covestor Ltd | 127 | $10.0K | 0.01% | +9+7.6% | Added |
| Downshift Financial, LLC | 135 | $10.3K | 0.00% | +135 | New |
| LRI Investments, LLC | 142 | $10.9K | 0.00% | +5+3.6% | Added |
| Dogwood Wealth Management LLC | 146 | $11.2K | 0.00% | −25−14.6% | Reduced |
| WealthCollab, LLC | 147 | $11.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 147 | $11.3K | 0.00% | +105+250.0% | Added |
| International Assets Investment Management, LLC | 152 | $11.4K | 0.00% | +1+0.7% | Added |
| Retirement Wealth Solutions LLC | 150 | $11.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 151 | $11.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 156 | $12.0K | 0.00% | −4−2.5% | Reduced |
| SOA Wealth Advisors, LLC. | 158 | $12.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 172 | $13.1K | 0.00% | +2+1.2% | Added |
| Synergy Investment Management, LLC | 175 | $13.5K | 0.00% | +75+75.0% | Added |
| Private Wealth Management Group, LLC | 182 | $13.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 183 | $14.0K | 0.00% | −115−38.6% | Reduced |
| Leonteq Securities AG | 184 | $14.1K | 0.00% | +11+6.4% | Added |
| Institute for Wealth Management, LLC. | 194 | $14.8K | 0.00% | +194 | New |
| Cassaday & Co Wealth Management LLC | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 203 | $15.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 218 | $16.7K | 0.00% | +198+990.0% | Added |
| Sittner & Nelson, LLC | 267 | $20.4K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 286 | $21.8K | 0.00% | +3+1.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 300 | $22.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 313 | $23.7K | 0.00% | +1+0.3% | Added |
| Centerpoint Advisors, LLC | 320 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 317 | $24.2K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 320 | $24.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 340 | $26.0K | 0.00% | −410−54.7% | Reduced |
| First National Bank | 350 | $26.8K | 0.01% | +350 | New |
| Pinnacle Wealth Planning Services, Inc. | 355 | $27.1K | 0.00% | +17+5.0% | Added |