| Hemington Wealth Management | 33 | $0 | 0.00% | −20−37.7% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $16 | 0.00% | −2−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $32 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 4 | $64 | 0.00% | −453−99.1% | Reduced |
| HFM Investment Advisors, LLC | 4 | $64 | 0.00% | +1+33.3% | Added |
| Strengthening Families & Communities, LLC | 5 | $79 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $96 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $114 | 0.00% | −1−12.5% | Reduced |
| LGT Financial Advisors LLC | 10 | $159 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 12 | $191 | 0.00% | −28−70.0% | Reduced |
| NewSquare Capital LLC | 18 | $286 | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 20 | $318 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $397 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 26 | $412 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 26 | $418 | 0.00% | −58−69.0% | Reduced |
| Cromwell Holdings LLC | 34 | $545 | 0.00% | +34 | New |
| Fortitude Family Office, LLC | 36 | $572 | 0.00% | +36 | New |
| Boreal Capital Management LLC | 43 | $689 | 0.00% | +43 | New |
| Kilter Group LLC | 45 | $715 | 0.00% | +45 | New |
| Pinnacle Bancorp, Inc. | 50 | $794 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 57 | $912 | 0.00% | −25−30.5% | Reduced |
| Manchester Capital Management LLC | 62 | $985 | 0.00% | −309−83.3% | Reduced |
| Atlantic Trust, LLC | 73 | $1.16K | 0.00% | +73 | New |
| South State Corp. | 75 | $1.19K | 0.00% | −45−37.5% | Reduced |
| Spire Wealth Management | 77 | $1.22K | 0.00% | +11+16.7% | Added |
| CVA Family Office, LLC | 78 | $1.24K | 0.00% | −46−37.1% | Reduced |
| Retirement Wealth Solutions LLC | 81 | $1.28K | 0.00% | +1+1.3% | Added |
| Cornerstone Planning Group LLC | 96 | $1.35K | 0.00% | −137−58.8% | Reduced |
| Bare Financial Services, Inc | 95 | $1.51K | 0.00% | +95 | New |
| Federation des caisses Desjardins du Quebec | 100 | $1.59K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $1.59K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 100 | $1.59K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 100 | $1.59K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 100 | $1.59K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 101 | $2.00K | 0.00% | +101 | New |
| Avion Wealth | 155 | $2.00K | 0.00% | +155 | New |
| Rothschild Investment LLC | 150 | $2.38K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 150 | $2.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 156 | $2.48K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 169 | $2.68K | 0.00% | +144+576.0% | Added |
| Gould Capital, LLC | 181 | $2.87K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 2,874 | $2.87K | 0.00% | +2,693+1,487.8% | Added |
| Private Trust Co NA | 185 | $2.94K | 0.00% | −311−62.7% | Reduced |
| Sierra Ocean, LLC | 186 | $2.96K | 0.00% | +141+313.3% | Added |
| Bruce G. Allen Investments, LLC | 189 | $3.00K | 0.00% | +155+455.9% | Added |
| Bell Investment Advisors, Inc | 193 | $3.06K | 0.00% | +193 | New |
| Evermay Wealth Management LLC | 200 | $3.18K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 200 | $3.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 202 | $3.21K | 0.00% | +200+10,000.0% | Added |
| Farmers & Merchants Investments Inc | 205 | $3.25K | 0.00% | +40+24.2% | Added |
| Global Retirement Partners, LLC | 218 | $3.46K | 0.00% | +218 | New |
| Cranbrook Wealth Management, LLC | 222 | $3.53K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 230 | $3.65K | 0.00% | +133+137.1% | Added |
| Bangor Savings Bank | 258 | $4.10K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 266 | $4.40K | 0.00% | +266 | New |
| Traub Capital Management LLC | 300 | $4.76K | 0.00% | +300 | New |
| Assetmark, Inc | 302 | $4.80K | 0.00% | +302 | New |
| Ironwood Wealth Management, LLC. | 390 | $6.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 400 | $6.35K | 0.00% | +400 | New |
| Alpine Bank Wealth Management | 401 | $6.37K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 502 | $6.55K | 0.00% | +502 | New |
| Red Tortoise LLC | 430 | $6.83K | 0.00% | +430 | New |
| Optiver Holding B.V. | 436 | $6.92K | 0.00% | +38+9.5% | Added |
| Versant Capital Management, Inc | 499 | $7.92K | 0.00% | +499 | New |
| Jones Financial Companies LLLP | 503 | $8.01K | 0.00% | +315+167.6% | Added |
| GHP Investment Advisors, Inc. | 513 | $8.15K | 0.00% | +513 | New |
| Westside Investment Management, Inc. | 507 | $8.38K | 0.00% | +507 | New |
| Anchor Investment Management, LLC | 533 | $8.46K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 512 | $8.47K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 566 | $8.98K | 0.00% | +151+36.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 593 | $9.42K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 628 | $9.97K | 0.01% | −1,641−72.3% | Reduced |
| CIBC Private Wealth Group, LLC | 658 | $10.4K | 0.00% | −164−20.0% | Reduced |
| Huntington National Bank | 709 | $11.3K | 0.00% | +678+2,187.1% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 792 | $12.6K | 0.00% | +8+1.0% | Added |
| Principal Securities, Inc. | 810 | $12.9K | 0.00% | +53+7.0% | Added |
| Bessemer Group Inc | 839 | $13.0K | 0.00% | +577+220.2% | Added |
| Hantz Financial Services, Inc. | 819 | $13.0K | 0.00% | +810+9,000.0% | Added |
| Whittier Trust Co | 850 | $13.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 854 | $13.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 880 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 900 | $14.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,184 | $18.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,361 | $21.6K | 0.00% | +808+146.1% | Added |
| LRI Investments, LLC | 1,406 | $22.3K | 0.00% | +48+3.5% | Added |
| Manitou Investment Management Ltd. | 1,451 | $23.0K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 1,514 | $24.0K | 0.01% | +314+26.2% | Added |
| Danske Bank A/S | 1,600 | $25.4K | 0.00% | +900+128.6% | Added |
| Trust Co of Toledo NA | 1,672 | $26.6K | 0.00% | +1,672 | New |
| Parkside Financial Bank & Trust | 1,715 | $27.2K | 0.00% | +1,477+620.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,803 | $28.6K | 0.00% | +178+11.0% | Added |
| Creative Financial Designs Inc | 2,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,145 | $34.0K | 0.00% | +2,145 | New |
| Steward Partners Investment Advisory, LLC | 2,300 | $36.5K | 0.00% | −6−0.3% | Reduced |
| True Wealth Design, LLC | 2,376 | $37.7K | 0.01% | +1,739+273.0% | Added |
| Clearstead Advisors, LLC | 2,680 | $42.6K | 0.00% | +84+3.2% | Added |
| Massmutual Trust Co FSB | 2,805 | $44.5K | 0.00% | +1,727+160.2% | Added |
| Nomura Asset Management Co Ltd | 3,000 | $47.6K | 0.00% | 00.0% | Unchanged |