| Raleigh Capital Management Inc. | 0 | $22 | 0.00% | 0 | Unchanged |
| USA Financial Portformulas Corp | 1 | $290 | 0.00% | −1−50.0% | Reduced |
| Godfrey Financial Associates, Inc. | 1 | $290 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $290 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $290 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $290 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $291 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $291 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $580 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $581 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 2 | $581 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $581 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 3 | $871 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $871 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3 | $871 | 0.00% | +1+50.0% | Added |
| Creative Financial Designs Inc | 4 | $1.16K | 0.00% | +4 | New |
| Rossby Financial, LCC | 4 | $1.17K | 0.00% | +3+300.0% | Added |
| Essex Investment Management Co LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $1.45K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.74K | 0.00% | +1+20.0% | Added |
| Cornerstone Financial Management LLC | 6 | $1.74K | 0.00% | +2+50.0% | Added |
| SJS Investment Consulting Inc. | 6 | $1.74K | 0.00% | +3+100.0% | Added |
| High Note Wealth, LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $2.90K | 0.00% | −95−90.5% | Reduced |
| Valued Wealth Advisors LLC | 10 | $2.90K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 10 | $2.90K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Harbour Investments, Inc. | 11 | $3.19K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 11 | $3.19K | 0.00% | +3+37.5% | Added |
| Bell Investment Advisors, Inc | 11 | $3.19K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 11 | $3.20K | 0.00% | +11 | New |
| Ares Financial Consulting, LLC | 12 | $3.52K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13 | $3.77K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 14 | $4.06K | 0.00% | +14 | New |
| IAG Wealth Partners, LLC | 16 | $4.64K | 0.00% | −19−54.3% | Reduced |
| Eastern Bank | 16 | $4.64K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17 | $4.93K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 18 | $5.22K | 0.00% | +1+5.9% | Added |
| Massmutual Trust Co FSB | 19 | $5.52K | 0.00% | +2+11.8% | Added |
| Whittier Trust Co | 22 | $6.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $6.97K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 24 | $6.97K | 0.00% | +6+33.3% | Added |
| Fortitude Family Office, LLC | 24 | $6.97K | 0.00% | +12+100.0% | Added |
| Spire Wealth Management | 25 | $7.26K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $7.84K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 28 | $8.00K | 0.01% | +28 | New |
| JFS Wealth Advisors, LLC | 29 | $8.42K | 0.00% | +1+3.6% | Added |
| Kilter Group LLC | 31 | $9.00K | 0.00% | +31 | New |
| Pacific Center for Financial Services | 36 | $10.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $11.0K | 0.00% | +35+1,166.7% | Added |
| First Pacific Financial | 38 | $11.0K | 0.00% | +10+35.7% | Added |
| Anchor Investment Management, LLC | 40 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 41 | $11.8K | 0.01% | +14+51.9% | Added |
| Geneos Wealth Management Inc. | 42 | $12.1K | 0.00% | −3−6.7% | Reduced |
| Heritage Wealth Advisors | 47 | $13.6K | 0.00% | +47 | New |
| Community Bank, N.A. | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| Natixis | 51 | $14.8K | 0.00% | −2−3.8% | Reduced |
| Private Wealth Management Group, LLC | 52 | $15.1K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 55 | $16.0K | 0.00% | +55 | New |
| Eurizon Capital SGR S.p.A. | 60 | $17.1K | 0.00% | +60 | New |
| Dogwood Wealth Management LLC | 59 | $17.1K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 59 | $17.2K | 0.01% | +2+3.5% | Added |
| Atlantic Union Bankshares Corp | 63 | $18.3K | 0.00% | +63 | New |
| Bayforest Capital Ltd | 65 | $18.9K | 0.02% | −475−88.0% | Reduced |
| Essential Partners LLC | 66 | $19.2K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 72 | $20.9K | 0.00% | +72 | New |
| Essential Investment Partners LLC | 75 | $21.8K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 76 | $22.0K | 0.00% | +9+13.4% | Added |
| True Wealth Design, LLC | 79 | $22.9K | 0.01% | +40+102.6% | Added |
| Leonteq Securities AG | 86 | $25.0K | 0.00% | +6+7.5% | Added |
| Caitong International Asset Management Co., Ltd | 90 | $26.1K | 0.00% | +90 | New |
| Larson Financial Group LLC | 94 | $27.3K | 0.00% | +3+3.3% | Added |
| Root Financial Partners, LLC | 96 | $27.9K | 0.00% | +15+18.5% | Added |
| Richardson Financial Services Inc. | 98 | $28.4K | 0.02% | +7+7.7% | Added |
| Nomura Asset Management Co Ltd | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 104 | $30.2K | 0.00% | −100−49.0% | Reduced |
| Harbor Capital Advisors, Inc. | 106 | $31.0K | 0.00% | +25+30.9% | Added |
| Manchester Capital Management LLC | 118 | $34.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 123 | $35.9K | 0.00% | +99+412.5% | Added |
| Stance Capital LLC | 132 | $38.4K | 0.02% | +132 | New |
| Northwestern Mutual Wealth Management Co | 136 | $39.5K | 0.00% | −9−6.2% | Reduced |
| Kemnay Advisory Services Inc. | 156 | $45.3K | 0.01% | +51+48.6% | Added |
| Assetmark, Inc | 165 | $47.9K | 0.00% | +112+211.3% | Added |
| Cullen/Frost Bankers, Inc. | 168 | $48.8K | 0.00% | +18+12.0% | Added |
| Sterling Capital Management LLC | 178 | $51.7K | 0.00% | −2−1.1% | Reduced |
| AdvisorNet Financial, Inc | 200 | $58.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 206 | $60.0K | 0.04% | −46−18.3% | Reduced |
| Smartleaf Asset Management LLC | 218 | $61.9K | 0.00% | +28+14.7% | Added |
| Central Trust Co | 225 | $65.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 237 | $68.8K | 0.00% | +124+109.7% | Added |
| Reyes Financial Architecture, Inc. | 240 | $69.7K | 0.06% | −107−30.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 279 | $81.0K | 0.02% | 00.0% | Unchanged |