| Dunhill Financial, LLC | 0 | $26 | 0.00% | 0 | New |
| Colonial Trust Co | 0 | $314 | 0.00% | −3−100.0% | Reduced |
| Avion Wealth | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1 | $1.11K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1 | $1.32K | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $1.32K | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $1.32K | 0.00% | −3−75.0% | Reduced |
| South State Corp. | 1 | $1.32K | 0.00% | +1 | New |
| Atlantic Trust, LLC | 1 | $1.32K | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 1 | $1.32K | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $1.32K | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $1.32K | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $1.32K | 0.00% | +1 | New |
| Creative Financial Designs Inc | 1 | $1.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $2.65K | 0.00% | −1−33.3% | Reduced |
| MV Capital Management, Inc. | 2 | $2.65K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $2.65K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $2.65K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $2.65K | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $2.71K | 0.00% | +2 | New |
| Altshuler Shaham Ltd | 3 | $3.98K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3 | $3.98K | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $3.98K | 0.00% | +3 | New |
| Activest Wealth Management | 3 | $3.98K | 0.00% | +3 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 4 | $5.30K | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 4 | $5.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $5.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $5.30K | 0.00% | +1+33.3% | Added |
| Sierra Ocean, LLC | 4 | $5.30K | 0.00% | +3+300.0% | Added |
| Spectrum Wealth Counsel, LLC | 4 | $5.30K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 5 | $6.63K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $6.63K | 0.00% | +2+66.7% | Added |
| Global Financial Private Client, LLC | 5 | $6.63K | 0.00% | +4+400.0% | Added |
| Godsey & Gibb Associates | 5 | $6.63K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $6.63K | 0.00% | +5 | New |
| Federated Hermes, Inc. | 6 | $7.95K | 0.00% | −99−94.3% | Reduced |
| Valued Wealth Advisors LLC | 6 | $7.95K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $7.95K | 0.00% | +6 | New |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $7.95K | 0.01% | +6 | New |
| Parkside Financial Bank & Trust | 7 | $9.28K | 0.00% | +2+40.0% | Added |
| Rothschild Investment LLC | 7 | $9.28K | 0.00% | +7 | New |
| Meeder Asset Management Inc | 7 | $9.28K | 0.00% | +7 | New |
| NewSquare Capital LLC | 7 | $9.28K | 0.00% | +7 | New |
| GeoWealth Management, LLC | 8 | $10.6K | 0.00% | −17−68.0% | Reduced |
| High Note Wealth, LLC | 8 | $10.6K | 0.00% | −6−42.9% | Reduced |
| Cromwell Holdings LLC | 8 | $10.6K | 0.01% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 8 | $10.6K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 8 | $10.6K | 0.06% | +8 | New |
| Private Wealth Management Group, LLC | 9 | $11.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $11.9K | 0.00% | +1+12.5% | Added |
| Accordant Advisory Group Inc | 9 | $11.9K | 0.01% | +9 | New |
| Matrix Trust Co | 9 | $12.0K | 0.00% | +9 | New |
| Golden State Wealth Management, LLC | 10 | $13.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $13.3K | 0.00% | +10 | New |
| Wayfinding Financial, LLC | 11 | $14.0K | 0.01% | +11 | New |
| Capital Advisors, Ltd. LLC | 11 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 12 | $15.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $15.9K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 12 | $15.9K | 0.00% | +12 | New |
| Principia Wealth Advisory, LLC | 13 | $16.4K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $17.2K | 0.00% | +1+8.3% | Added |
| Rise Advisors, LLC | 14 | $18.6K | 0.01% | +14 | New |
| Farmers & Merchants Investments Inc | 15 | $19.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 15 | $19.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 15 | $19.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $20.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 16 | $21.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $22.5K | 0.01% | −4−19.0% | Reduced |
| Legacy Bridge, LLC | 17 | $22.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $23.9K | 0.00% | −35−66.0% | Reduced |
| LRI Investments, LLC | 18 | $23.9K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18 | $24.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19 | $24.8K | 0.00% | +3+18.8% | Added |
| Hemington Wealth Management | 20 | $26.0K | 0.00% | +8+66.7% | Added |
| Contravisory Investment Management, Inc. | 20 | $26.5K | 0.01% | −3−13.0% | Reduced |
| Olistico Wealth, LLC | 21 | $27.8K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 21 | $27.8K | 0.00% | +21 | New |
| IMA Wealth, Inc. | 27 | $35.8K | 0.00% | +27 | New |
| Key Financial Inc | 27 | $35.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 27 | $36.0K | 0.00% | +19+237.5% | Added |
| Allworth Financial LP | 27 | $36.1K | 0.00% | +8+42.1% | Added |
| Atala Financial Inc | 28 | $37.1K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 30 | $40.0K | 0.00% | −30−50.0% | Reduced |
| Massmutual Trust Co FSB | 33 | $43.7K | 0.00% | +21+175.0% | Added |
| Assetmark, Inc | 39 | $51.7K | 0.00% | +13+50.0% | Added |
| Boston Private Wealth LLC | 46 | $61.0K | 0.00% | +46 | New |
| Versant Capital Management, Inc | 47 | $62.3K | 0.01% | +32+213.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 48 | $63.6K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 51 | $67.6K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 61 | $70.0K | 0.05% | −18−22.8% | Reduced |
| EverSource Wealth Advisors, LLC | 56 | $74.2K | 0.00% | +25+80.6% | Added |
| HM Payson & Co | 56 | $74.2K | 0.00% | +56 | New |
| Costello Asset Management, INC | 60 | $79.5K | 0.03% | +60 | New |
| Financial Network Wealth Advisors LLC | 62 | $82.1K | 0.11% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 63 | $83.5K | 0.00% | −258−80.4% | Reduced |
| Mather Group, LLC. | 63 | $83.5K | 0.00% | +41+186.4% | Added |
| Colonial Trust Advisors | 66 | $87.4K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 66 | $87.4K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 73 | $96.7K | 0.00% | +29+65.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 78 | $103.3K | 0.02% | +9+13.0% | Added |