| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $38 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $39 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 3 | $115 | 0.00% | −2−40.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 3 | $115 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 4 | $153 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 7 | $263 | 0.00% | +7 | New |
| Elyxium Wealth, LLC | 7 | $268 | 0.00% | +7 | New |
| Rossby Financial, LCC | 7 | $268 | 0.00% | +7 | New |
| Rakuten Securities, Inc. | 10 | $383 | 0.00% | +10 | New |
| Central Trust Co | 11 | $421 | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 12 | $459 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12 | $460 | 0.00% | +12 | New |
| Nemes Rush Group LLC | 13 | $497 | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 13 | $498 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 14 | $536 | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 17 | $650 | 0.00% | +14+466.7% | Added |
| Bare Financial Services, Inc | 17 | $650 | 0.00% | +17 | New |
| Richardson Capital Management LLC | 20 | $765 | 0.00% | +20 | New |
| South State Corp. | 22 | $842 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $994 | 0.00% | +2+8.3% | Added |
| Hollencrest Capital Management | 28 | $1.07K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 31 | $1.19K | 0.00% | +31 | New |
| Westside Investment Management, Inc. | 34 | $1.30K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 38 | $1.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 50 | $1.91K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 52 | $1.99K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $2.03K | 0.00% | +10+23.3% | Added |
| Private Wealth Management Group, LLC | 57 | $2.18K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 60 | $2.30K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 67 | $2.56K | 0.00% | +3+4.7% | Added |
| Fortitude Family Office, LLC | 71 | $2.72K | 0.00% | −37−34.3% | Reduced |
| North Star Investment Management Corp. | 74 | $2.83K | 0.00% | +74 | New |
| HFM Investment Advisors, LLC | 77 | $2.95K | 0.00% | +48+165.5% | Added |
| Parkside Financial Bank & Trust | 83 | $3.18K | 0.00% | +77+1,283.3% | Added |
| Transamerica Financial Advisors, Inc. | 88 | $3.37K | 0.00% | +35+66.0% | Added |
| Rothschild Investment LLC | 89 | $3.40K | 0.00% | +47+111.9% | Added |
| Ronald Blue Trust, Inc. | 93 | $3.56K | 0.00% | +6+6.9% | Added |
| Compass Financial Services Inc | 94 | $3.60K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 100 | $3.83K | 0.00% | +100 | New |
| Bogart Wealth, LLC | 104 | $3.98K | 0.00% | +13+14.3% | Added |
| Albion Financial Group | 113 | $4.32K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 122 | $4.67K | 0.00% | +104+577.8% | Added |
| Quent Capital, LLC | 142 | $5.43K | 0.00% | +8+6.0% | Added |
| Private Trust Co NA | 151 | $5.78K | 0.00% | −195−56.4% | Reduced |
| HM Payson & Co | 152 | $5.82K | 0.00% | +152 | New |
| ORG Partners LLC | 186 | $7.12K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 186 | $7.12K | 0.00% | +186 | New |
| SBI Securities Co., Ltd. | 195 | $7.46K | 0.00% | +155+387.5% | Added |
| Optiver Holding B.V. | 208 | $7.96K | 0.00% | −584−73.7% | Reduced |
| Financial Network Wealth Advisors LLC | 211 | $8.07K | 0.01% | +211 | New |
| Country Trust Bank | 225 | $8.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 233 | $8.91K | 0.00% | +92+65.2% | Added |
| Bell Investment Advisors, Inc | 237 | $9.07K | 0.00% | +185+355.8% | Added |
| Golden State Wealth Management, LLC | 270 | $10.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 281 | $10.8K | 0.00% | −530−65.4% | Reduced |
| CoreCap Advisors, LLC | 300 | $11.5K | 0.00% | −47−13.5% | Reduced |
| Farmers & Merchants Investments Inc | 325 | $12.4K | 0.00% | +15+4.8% | Added |
| Acumen Wealth Advisors, LLC | 340 | $13.0K | 0.00% | +340 | New |
| Marquette Asset Management, LLC | 379 | $14.5K | 0.00% | +56+17.3% | Added |
| Keating Financial Advisory Services, Inc. | 385 | $14.7K | 0.00% | +385 | New |
| Harbour Investments, Inc. | 395 | $15.1K | 0.00% | −134−25.3% | Reduced |
| Vermillion Wealth Management, Inc. | 410 | $15.7K | 0.01% | +410 | New |
| Harel Insurance Investments & Financial Services Ltd. | 454 | $17.0K | 0.00% | +454 | New |
| Huntington National Bank | 484 | $18.5K | 0.00% | −12−2.4% | Reduced |
| UMA Financial Services, Inc. | 510 | $19.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 556 | $21.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 566 | $22.0K | 0.01% | +38+7.2% | Added |
| High Note Wealth, LLC | 628 | $24.0K | 0.00% | −21−3.2% | Reduced |
| Raelipskie Partnership | 630 | $24.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 631 | $24.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 708 | $27.1K | 0.01% | −6−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 752 | $28.8K | 0.00% | −2,881−79.3% | Reduced |
| Sound Income Strategies, LLC | 695 | $29.8K | 0.00% | +695 | New |
| Washington Trust Advisors, Inc. | 791 | $30.3K | 0.00% | +128+19.3% | Added |
| Cornerstone Planning Group LLC | 741 | $31.1K | 0.00% | +736+14,720.0% | Added |
| Financial Management Professionals, Inc. | 815 | $31.2K | 0.00% | +8+1.0% | Added |
| IFP Advisors, Inc | 824 | $31.5K | 0.00% | +490+146.7% | Added |
| Silicon Valley Capital Partners | 858 | $32.8K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 900 | $34.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 926 | $35.4K | 0.00% | +92+11.0% | Added |
| EFG International AG | 958 | $36.6K | 0.00% | +958 | New |
| Root Financial Partners, LLC | 1,044 | $39.9K | 0.00% | +105+11.2% | Added |
| CIBC Private Wealth Group, LLC | 1,051 | $40.2K | 0.00% | +762+263.7% | Added |
| Assetmark, Inc | 1,061 | $40.6K | 0.00% | +450+73.6% | Added |
| Central Pacific Bank - Trust Division | 1,129 | $43.2K | 0.01% | +1,129 | New |
| Whittier Trust Co | 1,117 | $46.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,277 | $48.9K | 0.00% | +2+0.2% | Added |
| MAI Capital Management | 1,297 | $49.6K | 0.00% | +131+11.2% | Added |
| J.W. Cole Advisors, Inc. | 21,231 | $54.7K | 0.00% | +21,231 | New |
| Nomura Asset Management Co Ltd | 1,454 | $55.6K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,500 | $57.0K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,610 | $61.6K | 0.01% | +1,610 | New |
| Allworth Financial LP | 1,677 | $64.2K | 0.00% | +379+29.2% | Added |
| EverSource Wealth Advisors, LLC | 1,690 | $64.7K | 0.00% | −431−20.3% | Reduced |
| Wellington-Altus USA Inc. | 1,698 | $65.0K | 0.05% | +1,698 | New |
| Clearstead Advisors, LLC | 1,720 | $65.8K | 0.00% | +889+107.0% | Added |
| Global Retirement Partners, LLC | 1,942 | $74.3K | 0.00% | −9,157−82.5% | Reduced |
| Aquatic Capital Management LLC | 1,971 | $75.4K | 0.00% | −124,831−98.4% | Reduced |
| Vega Investment Solutions | 2,025 | $77.5K | 0.01% | +2,025 | New |
