| Hemington Wealth Management | 9 | $0 | 0.00% | −24−72.7% | Reduced |
| Truepoint, Inc. | 110,000 | $0 | 0.00% | +110,000 | New |
| Cloud Capital Management, LLC | 9 | $0 | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 0 | $6 | 0.00% | −81−100.0% | Reduced |
| Johnson Financial Group, Inc. | 0 | $12 | 0.00% | 0 | New |
| JFS Wealth Advisors, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $38 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 4 | $51 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $55 | 0.00% | −3−42.9% | Reduced |
| Strengthening Families & Communities, LLC | 5 | $64 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $77 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 7 | $89 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 8 | $102 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 9 | $114 | 0.00% | −3−25.0% | Reduced |
| Raffa Wealth Management, LLC | 20 | $254 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 26 | $329 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $330 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 34 | $437 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 35 | $441 | 0.00% | −22−38.6% | Reduced |
| Kilter Group LLC | 35 | $445 | 0.00% | −10−22.2% | Reduced |
| Fortitude Family Office, LLC | 36 | $457 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 37 | $470 | 0.00% | −58−61.1% | Reduced |
| South State Corp. | 40 | $508 | 0.00% | −35−46.7% | Reduced |
| ZRC Wealth Management, LLC | 41 | $521 | 0.00% | +41 | New |
| Boreal Capital Management LLC | 43 | $553 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 50 | $635 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 62 | $787 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 70 | $889 | 0.00% | +70 | New |
| Capital Advisors, Ltd. LLC | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 155 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 79 | $1.00K | 0.00% | −90−53.3% | Reduced |
| Spire Wealth Management | 85 | $1.08K | 0.00% | +8+10.4% | Added |
| Transamerica Financial Advisors, Inc. | 98 | $1.25K | 0.00% | +98 | New |
| Federation des caisses Desjardins du Quebec | 100 | $1.27K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $1.27K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 100 | $1.27K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 100 | $1.27K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 124 | $1.57K | 0.00% | +124 | New |
| Salomon & Ludwin, LLC | 137 | $1.81K | 0.00% | +137 | New |
| Prestige Wealth Management Group LLC | 145 | $1.86K | 0.00% | +119+457.7% | Added |
| JNBA Financial Advisors | 150 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 151 | $1.92K | 0.00% | −38−20.1% | Reduced |
| Gould Capital, LLC | 181 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 193 | $2.45K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 200 | $2.54K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 200 | $2.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 205 | $2.60K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 218 | $2.77K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 222 | $2.82K | 0.00% | −80−26.5% | Reduced |
| Cranbrook Wealth Management, LLC | 222 | $2.82K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 234 | $2.97K | 0.00% | +32+15.8% | Added |
| T. Rowe Price Investment Management, Inc. | 205 | $3.00K | 0.00% | +205 | New |
| Bangor Savings Bank | 258 | $3.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 304 | $3.86K | 0.00% | +300+7,500.0% | Added |
| Advisory Services Network, LLC | 308 | $3.91K | 0.00% | +308 | New |
| SBI Securities Co., Ltd. | 341 | $4.33K | 0.00% | +111+48.3% | Added |
| CIBC Private Wealth Group, LLC | 388 | $4.92K | 0.00% | −270−41.0% | Reduced |
| Ironwood Wealth Management, LLC. | 390 | $4.95K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 401 | $5.09K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 430 | $5.46K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 479 | $6.08K | 0.00% | +43+9.9% | Added |
| Park Place Capital Corp | 512 | $6.50K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 533 | $6.76K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 500 | $7.00K | 0.00% | −339−40.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 593 | $7.53K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 617 | $7.78K | 0.00% | +517+517.0% | Added |
| MAI Capital Management | 737 | $9.36K | 0.00% | +171+30.2% | Added |
| Harbour Investments, Inc. | 798 | $10.1K | 0.00% | +6+0.8% | Added |
| Rise Advisors, LLC | 854 | $10.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 855 | $10.8K | 0.00% | +45+5.6% | Added |
| Rakuten Securities, Inc. | 880 | $11.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 900 | $11.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $12.0K | 0.00% | +1,000 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,057 | $13.4K | 0.00% | +1,057 | New |
| Rockefeller Capital Management L.P. | 1,140 | $14.5K | 0.00% | +1,140 | New |
| Jones Financial Companies LLLP | 1,158 | $14.5K | 0.00% | +655+130.2% | Added |
| Wealthspire Advisors, LLC | 1,158 | $14.7K | 0.00% | +1,158 | New |
| SJS Investment Consulting Inc. | 1,184 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,314 | $16.7K | 0.00% | +1,314 | New |
| Westside Investment Management, Inc. | 1,318 | $17.1K | 0.00% | +811+160.0% | Added |
| Walleye Capital LLC | 1,410 | $17.9K | 0.00% | −3,389−70.6% | Reduced |
| Manitou Investment Management Ltd. | 1,451 | $18.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,491 | $18.9K | 0.00% | +85+6.0% | Added |
| Parkside Financial Bank & Trust | 1,567 | $19.9K | 0.00% | −148−8.6% | Reduced |
| Hantz Financial Services, Inc. | 1,598 | $20.0K | 0.00% | +779+95.1% | Added |
| Danske Bank A/S | 1,600 | $20.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,672 | $21.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,722 | $21.9K | 0.00% | +361+26.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,813 | $23.0K | 0.00% | +10+0.6% | Added |
| Performa Ltd (US), LLC | 1,967 | $25.0K | 0.01% | +453+29.9% | Added |
| Creative Financial Designs Inc | 2,000 | $25.4K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,227 | $28.0K | 0.00% | +82+3.8% | Added |
| Massmutual Trust Co FSB | 2,546 | $32.3K | 0.00% | −259−9.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,750 | $34.9K | 0.02% | +2,122+337.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,762 | $35.0K | 0.00% | +462+20.1% | Added |
| Huntington National Bank | 2,786 | $35.4K | 0.00% | +2,077+292.9% | Added |
| Point72 (DIFC) Ltd | 2,888 | $36.7K | 0.00% | +2,888 | New |
| Nomura Asset Management Co Ltd | 3,000 | $38.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3,557 | $45.1K | 0.01% | +1,181+49.7% | Added |
| Central Pacific Bank - Trust Division | 4,000 | $50.8K | 0.01% | +2,000+100.0% | Added |