| Activest Wealth Management | 1 | $55 | 0.00% | −72−98.6% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $55 | 0.00% | −9−90.0% | Reduced |
| Stephens Consulting, LLC | 1 | $55 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 3 | $164 | 0.00% | −2−40.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3 | $164 | 0.00% | +3 | New |
| Optiver Holding B.V. | 3 | $164 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 4 | $218 | 0.00% | −11−73.3% | Reduced |
| Creative Financial Designs Inc | 5 | $273 | 0.00% | −43−89.6% | Reduced |
| Larson Financial Group LLC | 5 | $273 | 0.00% | −14−73.7% | Reduced |
| SBI Securities Co., Ltd. | 5 | $273 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $382 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $436 | 0.00% | +3+60.0% | Added |
| Bare Financial Services, Inc | 8 | $437 | 0.00% | −11−57.9% | Reduced |
| Hughes Financial Services, LLC | 11 | $618 | 0.00% | −19−63.3% | Reduced |
| Parkworth Wealth Management, Inc. | 12 | $655 | 0.00% | +6+100.0% | Added |
| HFM Investment Advisors, LLC | 13 | $710 | 0.00% | +9+225.0% | Added |
| Atticus Wealth Management, LLC | 13 | $710 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 16 | $874 | 0.00% | −15−48.4% | Reduced |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| TD Private Client Wealth LLC | 20 | $1.09K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 21 | $1.15K | 0.00% | −32−60.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $1.36K | 0.00% | −333−93.0% | Reduced |
| Iron Horse Wealth Management, LLC | 26 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 28 | $1.53K | 0.00% | +16+133.3% | Added |
| Hager Investment Management Services, LLC | 29 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.64K | 0.00% | +10+50.0% | Added |
| Wealth Preservation Advisors, LLC | 32 | $1.75K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $1.91K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 37 | $2.02K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 53 | $2.89K | 0.00% | −135−71.8% | Reduced |
| Avion Wealth | 71 | $3.00K | 0.00% | +14+24.6% | Added |
| Highline Wealth Partners LLC | 59 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 60 | $3.28K | 0.00% | +60 | New |
| Whipplewood Advisors, LLC | 65 | $3.55K | 0.00% | +11+20.4% | Added |
| American National Bank | 65 | $3.55K | 0.00% | +65 | New |
| Fortitude Family Office, LLC | 65 | $3.55K | 0.00% | +65 | New |
| South State Corp. | 68 | $3.71K | 0.00% | +38+126.7% | Added |
| Capital Analysts, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 77 | $4.21K | 0.00% | +56+266.7% | Added |
| High Note Wealth, LLC | 80 | $4.37K | 0.00% | −5−5.9% | Reduced |
| Binnacle Investments Inc | 82 | $4.48K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 82 | $4.48K | 0.00% | +82 | New |
| True Wealth Design, LLC | 84 | $4.59K | 0.00% | −534−86.4% | Reduced |
| Private Trust Co NA | 97 | $5.30K | 0.00% | +3+3.2% | Added |
| Global Retirement Partners, LLC | 100 | $5.46K | 0.00% | +100 | New |
| Sachetta, LLC | 110 | $6.01K | 0.00% | +10+10.0% | Added |
| Washington Trust Advisors, Inc. | 111 | $6.06K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 121 | $6.61K | 0.00% | +121 | New |
| New England Capital Financial Advisors LLC | 124 | $6.76K | 0.00% | +1+0.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 128 | $6.99K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 133 | $7.26K | 0.00% | −13−8.9% | Reduced |
| Prestige Wealth Management Group LLC | 140 | $7.64K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 141 | $7.70K | 0.00% | +12+9.3% | Added |
| Central Trust Co | 143 | $7.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 153 | $8.35K | 0.00% | −5−3.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 154 | $8.41K | 0.00% | +154 | New |
| Atlantic Trust, LLC | 162 | $8.85K | 0.00% | +122+305.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 154 | $8.89K | 0.00% | +154 | New |
| Bell Investment Advisors, Inc | 165 | $9.01K | 0.00% | +38+29.9% | Added |
| Raffa Wealth Management, LLC | 176 | $9.61K | 0.00% | +176 | New |
| Cullen/Frost Bankers, Inc. | 177 | $9.66K | 0.00% | −523−74.7% | Reduced |
| MAI Capital Management | 192 | $10.5K | 0.00% | +166+638.5% | Added |
| Hemington Wealth Management | 208 | $11.0K | 0.00% | −9−4.1% | Reduced |
| PFS Partners, LLC | 202 | $11.0K | 0.01% | +64+46.4% | Added |
| Private Wealth Management Group, LLC | 225 | $12.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 229 | $12.5K | 0.00% | −14−5.8% | Reduced |
| Red Tortoise LLC | 257 | $14.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 258 | $14.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 275 | $15.0K | 0.00% | −17−5.8% | Reduced |
| Silicon Valley Capital Partners | 290 | $15.8K | 0.00% | +2+0.7% | Added |
| Financial Management Professionals, Inc. | 300 | $16.4K | 0.00% | −478−61.4% | Reduced |
| Spire Wealth Management | 339 | $18.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 361 | $19.7K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 400 | $21.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 405 | $22.1K | 0.01% | +5+1.3% | Added |
| Curat Global, LLC | 425 | $23.2K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 428 | $23.4K | 0.00% | −148−25.7% | Reduced |
| Massmutual Trust Co FSB | 455 | $24.8K | 0.00% | +11+2.5% | Added |
| Community Bank, N.A. | 463 | $25.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 467 | $25.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 558 | $30.5K | 0.03% | +89+19.0% | Added |
| SRS Capital Advisors, Inc. | 570 | $31.1K | 0.00% | +570 | New |
| V-Square Quantitative Management LLC | 572 | $31.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 615 | $33.6K | 0.00% | −149−19.5% | Reduced |
| Brown Brothers Harriman & Co | 656 | $35.8K | 0.00% | +656 | New |
| Armstrong Advisory Group, Inc | 682 | $37.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 699 | $38.0K | 0.00% | −328−31.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 739 | $40.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 773 | $42.2K | 0.01% | −682−46.9% | Reduced |
| IFP Advisors, Inc | 783 | $42.8K | 0.00% | +762+3,628.6% | Added |
| Covestor Ltd | 802 | $44.0K | 0.03% | +526+190.6% | Added |
| Parkside Financial Bank & Trust | 829 | $45.3K | 0.00% | +298+56.1% | Added |
| Bruce G. Allen Investments, LLC | 865 | $47.2K | 0.04% | −19−2.1% | Reduced |
| NBC Securities, Inc. | 893 | $48.0K | 0.00% | −1,396−61.0% | Reduced |
| Hantz Financial Services, Inc. | 899 | $49.0K | 0.00% | +301+50.3% | Added |
| Medallion Wealth Advisors, LLC | 971 | $54.8K | 0.02% | +446+85.0% | Added |
| Jones Financial Companies LLLP | 1,066 | $58.4K | 0.00% | +330+44.8% | Added |
| Parallel Advisors, LLC | 1,077 | $58.8K | 0.00% | −40−3.6% | Reduced |
| Spurstone Advisory Services, LLC | 1,104 | $60.3K | 0.91% | 00.0% | Unchanged |
