| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $81 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $82 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $82 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $163 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $164 | 0.00% | +2 | New |
| SHP Wealth Management | 4 | $326 | 0.00% | +2+100.0% | Added |
| Motco | 4 | $326 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 6 | $489 | 0.00% | +2+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $489 | 0.00% | +6 | New |
| North Star Investment Management Corp. | 7 | $571 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $571 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 8 | $653 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $653 | 0.00% | +8 | New |
| TD Capital Management LLC | 9 | $734 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 9 | $734 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 9 | $734 | 0.00% | +9 | New |
| South State Corp. | 10 | $816 | 0.00% | +10 | New |
| True Wealth Design, LLC | 12 | $979 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $979 | 0.00% | +12 | New |
| Essential Partners LLC | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15 | $1.22K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 16 | $1.22K | 0.00% | +16 | New |
| Zions Bancorporation, National Association | 17 | $1.39K | 0.00% | −22−56.4% | Reduced |
| UMA Financial Services, Inc. | 18 | $1.47K | 0.00% | +9+100.0% | Added |
| JFS Wealth Advisors, LLC | 19 | $1.55K | 0.00% | +19 | New |
| Bogart Wealth, LLC | 23 | $1.88K | 0.00% | +7+43.8% | Added |
| Keating Financial Advisory Services, Inc. | 23 | $1.88K | 0.00% | +22+2,200.0% | Added |
| Cedar Mountain Advisors, LLC | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 28 | $2.28K | 0.00% | +28 | New |
| Retirement Wealth Solutions LLC | 29 | $2.36K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 31 | $2.53K | 0.00% | +31 | New |
| Synergy Investment Management, LLC | 32 | $2.76K | 0.00% | +32 | New |
| Cromwell Holdings LLC | 34 | $2.77K | 0.00% | +34 | New |
| RMG Wealth Management LLC | 32 | $2.79K | 0.00% | +32 | New |
| CVA Family Office, LLC | 35 | $2.85K | 0.00% | +35 | New |
| Ronald Blue Trust, Inc. | 38 | $3.10K | 0.00% | +38 | New |
| Rakuten Securities, Inc. | 43 | $3.50K | 0.00% | +43 | New |
| Meeder Asset Management Inc | 46 | $3.75K | 0.00% | −56−54.9% | Reduced |
| Continuum Advisory, LLC | 52 | $4.24K | 0.00% | +52 | New |
| Leonteq Securities AG | 53 | $4.32K | 0.00% | −190−78.2% | Reduced |
| Dogwood Wealth Management LLC | 59 | $4.81K | 0.00% | +38+181.0% | Added |
| TD Private Client Wealth LLC | 61 | $4.97K | 0.00% | +43+238.9% | Added |
| TFC Financial Management | 65 | $5.30K | 0.00% | +64+6,400.0% | Added |
| Atlantic Trust, LLC | 74 | $6.03K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 89 | $7.25K | 0.00% | +89 | New |
| MV Capital Management, Inc. | 90 | $7.34K | 0.00% | −2−2.2% | Reduced |
| Danske Bank A/S | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 100 | $8.15K | 0.00% | +100 | New |
| Covestor Ltd | 110 | $9.00K | 0.01% | +1+0.9% | Added |
| GW&K Investment Management, LLC | 105 | $9.00K | 0.00% | +105 | New |
| Whittier Trust Co of Nevada Inc | 110 | $9.57K | 0.00% | +10+10.0% | Added |
| Prestige Wealth Management Group LLC | 124 | $10.1K | 0.00% | +17+15.9% | Added |
| Bernard Wealth Management Corp. | 125 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $10.2K | 0.00% | +5+4.2% | Added |
| Fulcrum Asset Management LLP | 128 | $10.3K | 0.00% | +128 | New |
| Johnson Financial Group, Inc. | 143 | $11.7K | 0.00% | +143 | New |
| Avion Wealth | 153 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 157 | $12.8K | 0.00% | +48+44.0% | Added |
| TD Waterhouse Canada Inc. | 162 | $13.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 172 | $14.0K | 0.00% | +66+62.3% | Added |
| Signature Resources Capital Management, LLC | 180 | $14.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 206 | $16.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 218 | $17.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 228 | $18.6K | 0.00% | +160+235.3% | Added |
| Northwestern Mutual Wealth Management Co | 244 | $19.9K | 0.00% | −93−27.6% | Reduced |
| Institute for Wealth Management, LLC. | 280 | $22.8K | 0.00% | +280 | New |
| Steward Partners Investment Advisory, LLC | 326 | $26.6K | 0.00% | −414−55.9% | Reduced |
| Versant Capital Management, Inc | 335 | $27.3K | 0.00% | +248+285.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 338 | $27.6K | 0.01% | +97+40.2% | Added |
| Rossby Financial, LCC | 342 | $27.9K | 0.01% | +129+60.6% | Added |
| Carolina Wealth Advisors, LLC | 345 | $28.1K | 0.01% | +154+80.6% | Added |
| TSFG, LLC | 380 | $31.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 387 | $31.6K | 0.00% | −228−37.1% | Reduced |
| Costello Asset Management, INC | 400 | $32.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 404 | $32.9K | 0.00% | +50+14.1% | Added |
| Parkside Financial Bank & Trust | 413 | $33.7K | 0.00% | −20−4.6% | Reduced |
| Private Trust Co NA | 418 | $34.1K | 0.00% | +134+47.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 435 | $35.0K | 0.00% | +435 | New |
| Persistent Asset Partners Ltd | 482 | $39.3K | 0.01% | −2,179−81.9% | Reduced |
| Archer Investment Corp | 500 | $40.8K | 0.01% | +500 | New |
| Harbour Investments, Inc. | 522 | $42.5K | 0.00% | +11+2.2% | Added |
| Allied Private Wealth LLC | 500 | $42.9K | 0.03% | +500 | New |
| Massmutual Trust Co FSB | 546 | $44.5K | 0.00% | −86−13.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 548 | $44.7K | 0.00% | −120−18.0% | Reduced |
| Los Angeles Capital Management LLC | 578 | $47.1K | 0.00% | −20,392−97.2% | Reduced |
| Allworth Financial LP | 604 | $49.2K | 0.00% | −6−1.0% | Reduced |
| Owl Creek Wealth Partners LLC | 615 | $50.1K | 0.01% | +30+5.1% | Added |
| EverSource Wealth Advisors, LLC | 690 | $56.2K | 0.00% | −314−31.3% | Reduced |
| NBC Securities, Inc. | 776 | $63.3K | 0.00% | +776 | New |
| Larson Financial Group LLC | 801 | $65.3K | 0.00% | +320+66.5% | Added |
| Clear Street Markets LLC | 971 | $79.1K | 0.02% | +971 | New |
| WPG Advisers, LLC | 980 | $79.9K | 0.05% | +360+58.1% | Added |
| First Horizon Corp | 1,088 | $88.7K | 0.00% | +434+66.4% | Added |
| Bellevue Group AG | 1,191 | $97.1K | 0.00% | −354−22.9% | Reduced |
| Palladiem, LLC | 1,210 | $98.6K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,285 | $104.7K | 0.01% | +1,285 | New |
