| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 1 | $51 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $51 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $52 | 0.00% | +1 | New |
| Trust Co of Vermont | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 4 | $204 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $256 | 0.00% | +5 | New |
| WR Wealth Planners, LLC | 8 | $409 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $716 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 15 | $767 | 0.00% | +15 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $930 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 19 | $971 | 0.00% | −575−96.8% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.02K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $1.13K | 0.00% | −9−29.0% | Reduced |
| CIBC Private Wealth Group, LLC | 24 | $1.20K | 0.00% | −36−60.0% | Reduced |
| RFP Financial Group LLC | 24 | $1.23K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 36 | $1.83K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 38 | $1.95K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 40 | $2.04K | 0.00% | +40 | New |
| Gen-Wealth Partners Inc | 40 | $2.04K | 0.00% | +40 | New |
| Bruce G. Allen Investments, LLC | 42 | $2.15K | 0.00% | +12+40.0% | Added |
| Spire Wealth Management | 43 | $2.20K | 0.00% | −5−10.4% | Reduced |
| VisionPoint Advisory Group, LLC | 50 | $2.56K | 0.00% | −2−3.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 52 | $2.66K | 0.00% | +6+13.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $2.71K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 53 | $2.71K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 58 | $2.96K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 60 | $3.07K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 61 | $3.12K | 0.00% | +61 | New |
| Fortitude Family Office, LLC | 62 | $3.17K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 62 | $3.17K | 0.00% | +62 | New |
| SJS Investment Consulting Inc. | 69 | $3.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $3.83K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 78 | $3.99K | 0.00% | −131−62.7% | Reduced |
| Capital Advisors, Ltd. LLC | 77 | $4.00K | 0.00% | +23+42.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.60K | 0.00% | −107−54.3% | Reduced |
| Barrett & Company, Inc. | 99 | $5.06K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 102 | $5.54K | 0.00% | +10+10.9% | Added |
| Beacon Capital Management, LLC | 111 | $5.67K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 120 | $6.13K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 120 | $6.13K | 0.00% | +120 | New |
| Hexagon Capital Partners LLC | 122 | $6.24K | 0.00% | −14−10.3% | Reduced |
| Bullock Wealth Management Group | 132 | $6.76K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 133 | $6.79K | 0.00% | +1+0.8% | Added |
| Kozak & Associates, Inc. | 136 | $6.88K | 0.00% | +1+0.7% | Added |
| Exchange Traded Concepts, LLC | 135 | $6.90K | 0.00% | +35+35.0% | Added |
| Natixis | 151 | $7.72K | 0.00% | −113,000−99.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $8.23K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 167 | $8.54K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 167 | $8.54K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 173 | $8.84K | 0.00% | +110+174.6% | Added |
| Whittier Trust Co | 188 | $9.61K | 0.00% | +114+154.1% | Added |
| SOA Wealth Advisors, LLC. | 196 | $10.0K | 0.00% | −26−11.7% | Reduced |
| Asset Dedication, LLC | 203 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 209 | $10.7K | 0.00% | +209 | New |
| Coston, McIsaac & Partners | 224 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 224 | $11.4K | 0.00% | −3−1.3% | Reduced |
| Hollencrest Capital Management | 233 | $11.9K | 0.00% | +2+0.9% | Added |
| Coppell Advisory Solutions LLC | 262 | $13.4K | 0.00% | +262 | New |
| Frazier Financial Advisors, LLC | 283 | $14.5K | 0.01% | +173+157.3% | Added |
| Cherry Tree Wealth Management, LLC | 284 | $14.5K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 290 | $14.8K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 300 | $15.3K | 0.01% | +300 | New |
| Heritage Wealth Advisors | 304 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 316 | $16.2K | 0.00% | +20+6.8% | Added |
| TD Private Client Wealth LLC | 317 | $16.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 337 | $17.2K | 0.00% | −69−17.0% | Reduced |
| Private Wealth Management Group, LLC | 342 | $17.5K | 0.01% | −181−34.6% | Reduced |
| WealthCollab, LLC | 370 | $18.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 393 | $20.1K | 0.00% | −107−21.4% | Reduced |
| Rise Advisors, LLC | 394 | $20.1K | 0.01% | −420−51.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 399 | $20.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $20.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 416 | $21.3K | 0.00% | +3+0.7% | Added |
| North Star Investment Management Corp. | 419 | $21.4K | 0.00% | +1+0.2% | Added |
| Deseret Mutual Benefit Administrators | 493 | $25.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $25.6K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $25.6K | 0.00% | +500 | New |
| Group One Trading, L.P. | 502 | $25.7K | 0.00% | +502 | New |
| Versant Capital Management, Inc | 503 | $25.7K | 0.01% | +394+361.5% | Added |
| V-Square Quantitative Management LLC | 508 | $26.0K | 0.00% | +508 | New |
| Federation des caisses Desjardins du Quebec | 529 | $27.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 542 | $27.7K | 0.00% | +297+121.2% | Added |
| McIlrath & Eck, LLC | 555 | $28.4K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 573 | $29.3K | 0.02% | +573 | New |
| Founders Capital Management | 600 | $30.7K | 0.02% | −1,468−71.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 614 | $31.4K | 0.00% | −100−14.0% | Reduced |
| Great Lakes Retirement, Inc. | 616 | $31.5K | 0.00% | +616 | New |
| Huntington National Bank | 643 | $32.9K | 0.00% | +3+0.5% | Added |
| MCF Advisors LLC | 658 | $33.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 603 | $34.7K | 0.00% | +148+32.5% | Added |
| Arlington Trust Co LLC | 774 | $39.6K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 781 | $39.9K | 0.01% | +781 | New |
| Harbour Investments, Inc. | 792 | $40.5K | 0.00% | +4+0.5% | Added |
| Family Firm, Inc. | 806 | $41.2K | 0.01% | +806 | New |
| Geneos Wealth Management Inc. | 818 | $41.8K | 0.00% | +203+33.0% | Added |
| Venturi Wealth Management, LLC | 842 | $43.0K | 0.00% | −104−11.0% | Reduced |
| William B. Walkup & Associates, Inc. | 855 | $43.7K | 0.03% | +855 | New |
| Parkside Financial Bank & Trust | 899 | $45.9K | 0.01% | −1−0.1% | Reduced |
