| Avion Wealth | 65 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 39 | $0 | 0.00% | +39 | New |
| Trust Co of Vermont | 1 | $15 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $15 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 4 | $59 | 0.00% | +4 | New |
| Maryland Capital Advisors Inc. | 7 | $103 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 9 | $133 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $147 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $147 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 12 | $176 | 0.00% | +12 | New |
| Medallion Wealth Advisors, LLC | 14 | $205 | 0.00% | +14 | New |
| DecisionPoint Financial, LLC | 17 | $252 | 0.00% | +17 | New |
| Transamerica Financial Advisors, Inc. | 22 | $324 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 24 | $352 | 0.00% | +24 | New |
| Caitong International Asset Management Co., Ltd | 27 | $396 | 0.00% | −32−54.2% | Reduced |
| Huntington National Bank | 28 | $410 | 0.00% | +28 | New |
| Sachetta, LLC | 30 | $440 | 0.00% | +30 | New |
| Bear Mountain Capital, Inc. | 35 | $510 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 42 | $615 | 0.00% | +16+61.5% | Added |
| Zions Bancorporation, National Association | 60 | $879 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 75 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 77 | $1.13K | 0.00% | +10+14.9% | Added |
| HFM Investment Advisors, LLC | 85 | $1.25K | 0.00% | +43+102.4% | Added |
| C M Bidwell & Associates Ltd | 87 | $1.27K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 89 | $1.30K | 0.00% | +89 | New |
| Raffa Wealth Management, LLC | 90 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 92 | $1.36K | 0.00% | +22+31.4% | Added |
| DiNuzzo Private Wealth, Inc. | 98 | $1.44K | 0.00% | +8+8.9% | Added |
| Torren Management, LLC | 112 | $1.64K | 0.00% | +1+0.9% | Added |
| LifeSteps Financial, Inc. | 125 | $1.83K | 0.00% | +125 | New |
| Financial Consulate, Inc | 128 | $1.88K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 137 | $2.01K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 159 | $2.35K | 0.00% | +159 | New |
| Massmutual Trust Co FSB | 167 | $2.45K | 0.00% | −126−43.0% | Reduced |
| Creative Capital Management Investments LLC | 170 | $2.49K | 0.00% | +170 | New |
| JPL Wealth Management, LLC | 172 | $2.52K | 0.00% | +46+36.5% | Added |
| Ameriflex Group, Inc. | 178 | $2.61K | 0.00% | +178 | New |
| Kilter Group LLC | 193 | $2.83K | 0.00% | +21+12.2% | Added |
| Buck Wealth Strategies, LLC | 200 | $2.93K | 0.00% | +200 | New |
| Montag A & Associates Inc | 200 | $2.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $3.05K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 211 | $3.09K | 0.00% | +106+101.0% | Added |
| Stone House Investment Management, LLC | 226 | $3.31K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 229 | $3.35K | 0.00% | +21+10.1% | Added |
| Cornerstone Planning Group LLC | 234 | $3.40K | 0.00% | +1+0.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 268 | $3.93K | 0.00% | +218+436.0% | Added |
| Activest Wealth Management | 291 | $4.26K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 303 | $4.44K | 0.00% | +303 | New |
| JFS Wealth Advisors, LLC | 339 | $4.99K | 0.00% | +104+44.3% | Added |
| Keating Financial Advisory Services, Inc. | 349 | $5.11K | 0.00% | +9+2.6% | Added |
| Bangor Savings Bank | 350 | $5.13K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 403 | $5.90K | 0.00% | −312−43.6% | Reduced |
| Private Wealth Management Group, LLC | 416 | $6.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 423 | $6.20K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 451 | $6.58K | 0.00% | +451 | New |
| Cary Street Partner Investment Advisory LLC | 452 | $6.62K | 0.00% | +1+0.2% | Added |
| Clear Street Markets LLC | 484 | $7.09K | 0.00% | +484 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $7.33K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 500 | $7.33K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 523 | $7.66K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 524 | $7.68K | 0.00% | −3,287−86.3% | Reduced |
| Owl Creek Wealth Partners LLC | 725 | $10.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 799 | $11.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 806 | $11.8K | 0.00% | +86+11.9% | Added |
| Larson Financial Group LLC | 835 | $12.2K | 0.00% | +19+2.3% | Added |
| Atlantic Trust, LLC | 888 | $13.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 906 | $13.3K | 0.00% | +580+177.9% | Added |
| International Assets Investment Management, LLC | 939 | $13.9K | 0.00% | −19−2.0% | Reduced |
| SBI Securities Co., Ltd. | 1,151 | $16.9K | 0.00% | −188−14.0% | Reduced |
| Institute for Wealth Management, LLC. | 1,250 | $18.3K | 0.00% | +1,250 | New |
| Rossby Financial, LCC | 1,344 | $19.7K | 0.00% | −3−0.2% | Reduced |
| Basecamp Wealth Advisors LLC | 1,459 | $21.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,531 | $22.4K | 0.00% | +737+92.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,533 | $22.5K | 0.00% | +224+17.1% | Added |
| WPG Advisers, LLC | 1,654 | $24.2K | 0.01% | +232+16.3% | Added |
| Eurizon Capital SGR S.p.A. | 1,815 | $26.6K | 0.00% | +479+35.9% | Added |
| Custom Index Systems, LLC | 1,934 | $28.3K | 0.01% | +1,934 | New |
| Compass Financial Management LLC | 1,915 | $28.4K | 0.00% | +1,915 | New |
| Quent Capital, LLC | 1,955 | $28.6K | 0.00% | +12+0.6% | Added |
| Cedar Mountain Advisors, LLC | 2,112 | $30.9K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,115 | $31.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,167 | $32.0K | 0.02% | +55+2.6% | Added |
| Assetmark, Inc | 2,219 | $32.5K | 0.00% | +69+3.2% | Added |
| Prestige Wealth Management Group LLC | 2,300 | $33.9K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,390 | $35.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,530 | $37.1K | 0.00% | −844−25.0% | Reduced |
| Nomura Asset Management Co Ltd | 2,700 | $39.6K | 0.00% | −3,500−56.5% | Reduced |
| First Horizon Corp | 2,711 | $39.7K | 0.00% | +202+8.1% | Added |
| Federation des caisses Desjardins du Quebec | 3,030 | $44.4K | 0.00% | +3,030 | New |
| Kemnay Advisory Services Inc. | 3,277 | $48.0K | 0.01% | −2,810−46.2% | Reduced |
| Key Financial Inc | 3,494 | $51.2K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 3,628 | $53.0K | 0.00% | −94−2.5% | Reduced |
| Optiver Holding B.V. | 3,840 | $56.3K | 0.00% | +3,397+766.8% | Added |
| US Bancorp | 3,909 | $57.3K | 0.00% | +170+4.5% | Added |
| Farther Finance Advisors, LLC | 4,191 | $61.4K | 0.00% | −66−1.6% | Reduced |
| Atlantic Union Bankshares Corp | 4,381 | $64.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,400 | $64.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,497 | $65.9K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,918 | $72.0K | 0.00% | +4,918 | New |