| Roble, Belko & Company, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $14 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $14 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 5 | $68 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 7 | $95 | 0.00% | −6−46.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 9 | $122 | 0.00% | +9 | New |
| Atlas Capital Advisors LLC | 10 | $135 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $148 | 0.00% | −9−45.0% | Reduced |
| TD Private Client Wealth LLC | 12 | $162 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 12 | $162 | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 14 | $189 | 0.00% | +14 | New |
| Vermillion Wealth Management, Inc. | 18 | $243 | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 19 | $257 | 0.00% | +1+5.6% | Added |
| BOK Financial Private Wealth, Inc. | 20 | $270 | 0.00% | +20 | New |
| Toronto Dominion Bank | 27 | $365 | 0.00% | +27 | New |
| Pinnacle Wealth Planning Services, Inc. | 28 | $378 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 29 | $392 | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $405 | 0.00% | −16−34.8% | Reduced |
| IAG Wealth Partners, LLC | 33 | $446 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 41 | $554 | 0.00% | +40+4,000.0% | Added |
| Essential Partners LLC | 43 | $581 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 44 | $594 | 0.00% | +44 | New |
| SJS Investment Consulting Inc. | 45 | $608 | 0.00% | +19+73.1% | Added |
| Barrett & Company, Inc. | 50 | $675 | 0.00% | −50−50.0% | Reduced |
| LRI Investments, LLC | 56 | $756 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 60 | $810 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 60 | $810 | 0.00% | +60 | New |
| Legacy Wealth Managment, LLC | 60 | $810 | 0.00% | +60 | New |
| Marquette Asset Management, LLC | 63 | $851 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $878 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 73 | $986 | 0.00% | +10+15.9% | Added |
| McIlrath & Eck, LLC | 80 | $1.08K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $1.42K | 0.00% | +20+23.5% | Added |
| Cedar Mountain Advisors, LLC | 135 | $1.82K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 137 | $1.85K | 0.00% | −26−16.0% | Reduced |
| Zions Bancorporation, National Association | 148 | $2.00K | 0.00% | +148 | New |
| Atlantic Edge Private Wealth Management, LLC | 200 | $2.70K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 200 | $2.70K | 0.00% | +200 | New |
| UMA Financial Services, Inc. | 207 | $2.79K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 223 | $3.01K | 0.00% | +223 | New |
| Truvestments Capital LLC | 225 | $3.04K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 275 | $3.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 286 | $3.86K | 0.00% | +33+13.0% | Added |
| FNY Investment Advisers, LLC | 320 | $4.00K | 0.00% | −90−22.0% | Reduced |
| Parkside Financial Bank & Trust | 299 | $4.04K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 350 | $4.72K | 0.00% | +144+69.9% | Added |
| Assetmark, Inc | 374 | $5.05K | 0.00% | −458−55.0% | Reduced |
| MAI Capital Management | 380 | $5.13K | 0.00% | −150−28.3% | Reduced |
| Root Financial Partners, LLC | 413 | $5.58K | 0.00% | −164−28.4% | Reduced |
| Tradewinds Capital Management, LLC | 440 | $5.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 442 | $5.97K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 893 | $6.07K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 500 | $6.75K | 0.00% | −9,800−95.1% | Reduced |
| Medallion Wealth Advisors, LLC | 500 | $6.75K | 0.00% | +500 | New |
| Covestor Ltd | 541 | $7.00K | 0.00% | +518+2,252.2% | Added |
| Chelsea Counsel Co | 520 | $7.02K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 531 | $7.17K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 750 | $10.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 880 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 970 | $13.1K | 0.00% | +100+11.5% | Added |
| Adirondack Trust Co | 1,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 1,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,000 | $13.5K | 0.01% | +1,000 | New |
| Bear Mountain Capital, Inc. | 900 | $13.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,117 | $15.1K | 0.00% | +41+3.8% | Added |
| True Wealth Design, LLC | 1,191 | $16.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,250 | $16.9K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,304 | $17.6K | 0.00% | +1,299+25,980.0% | Added |
| Parallel Advisors, LLC | 1,336 | $18.0K | 0.00% | +402+43.0% | Added |
| Rothschild Investment LLC | 1,453 | $19.6K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,471 | $19.9K | 0.00% | +1,471 | New |
| Vision Retirement, LLC | 1,472 | $19.9K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,495 | $20.2K | 0.00% | +118+8.6% | Added |
| Key Financial Inc | 1,500 | $20.3K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,570 | $21.2K | 0.00% | +1,570 | New |
| EverSource Wealth Advisors, LLC | 1,686 | $22.8K | 0.00% | +268+18.9% | Added |
| Forum Finance Group S.A. | 2,300 | $24.0K | 0.01% | +2,300 | New |
| Los Angeles Capital Management LLC | 1,873 | $25.3K | 0.00% | −15,301−89.1% | Reduced |
| Quadrant Capital Group LLC | 1,962 | $26.5K | 0.00% | +57+3.0% | Added |
| Stone House Investment Management, LLC | 2,023 | $27.3K | 0.00% | +16+0.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,500 | $33.8K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 2,794 | $35.2K | 0.00% | +1,394+99.6% | Added |
| Strategic Advocates LLC | 3,000 | $40.5K | 0.18% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,094 | $41.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,094 | $41.8K | 0.00% | −25−0.8% | Reduced |
| International Assets Investment Management, LLC | 3,309 | $44.4K | 0.00% | −3,060−48.0% | Reduced |
| PenderFund Capital Management Ltd. | 3,300 | $44.5K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 3,461 | $46.7K | 0.01% | +1,947+128.6% | Added |
| Armstrong Advisory Group, Inc | 3,704 | $50.0K | 0.00% | +280+8.2% | Added |
| Longview Financial Advisors, Inc. | 3,831 | $51.7K | 0.03% | +3,831 | New |
| EFG International AG | 4,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,000 | $54.0K | 0.01% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 4,150 | $56.0K | 0.01% | +4,150 | New |
| Founders Capital Management | 4,215 | $56.9K | 0.03% | +2,345+125.4% | Added |
| TD Waterhouse Canada Inc. | 4,256 | $57.0K | 0.00% | +3,615+564.0% | Added |
| Signaturefd, LLC | 4,330 | $58.5K | 0.00% | +10+0.2% | Added |
| Rockefeller Capital Management L.P. | 4,369 | $59.0K | 0.00% | +1,469+50.7% | Added |
| Versant Capital Management, Inc | 4,875 | $65.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,119 | $69.1K | 0.00% | +405+8.6% | Added |