| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 1 | $66 | 0.00% | +1 | New |
| Atlantic Trust, LLC | 1 | $66 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $66 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $132 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $132 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $134 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 3 | $198 | 0.00% | −3−50.0% | Reduced |
| Bogart Wealth, LLC | 3 | $198 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $198 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $198 | 0.00% | +3 | New |
| Buck Wealth Strategies, LLC | 5 | $329 | 0.00% | +5 | New |
| SHP Wealth Management | 6 | $395 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 7 | $461 | 0.00% | −100−93.5% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $461 | 0.00% | −7−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $593 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $593 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 9 | $593 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $659 | 0.00% | +4+66.7% | Added |
| HFM Investment Advisors, LLC | 10 | $659 | 0.00% | +7+233.3% | Added |
| Ares Financial Consulting, LLC | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 19 | $1.25K | 0.00% | +19 | New |
| MV Capital Management, Inc. | 21 | $1.38K | 0.00% | +9+75.0% | Added |
| Transamerica Financial Advisors, Inc. | 23 | $1.51K | 0.00% | +11+91.7% | Added |
| Keating Financial Advisory Services, Inc. | 24 | $1.58K | 0.00% | +18+300.0% | Added |
| JFS Wealth Advisors, LLC | 25 | $1.65K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 25 | $1.65K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 26 | $1.71K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $1.91K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 36 | $2.37K | 0.00% | −48−57.1% | Reduced |
| Cedar Mountain Advisors, LLC | 36 | $2.37K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 37 | $2.44K | 0.00% | +37 | New |
| SWAN Capital LLC | 39 | $2.57K | 0.00% | +39 | New |
| Silver Grove Financial Group, Inc. | 39 | $2.57K | 0.00% | +39 | New |
| Farmers & Merchants Investments Inc | 40 | $2.64K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 42 | $2.64K | 0.00% | +42 | New |
| Parkside Financial Bank & Trust | 46 | $3.03K | 0.00% | −757−94.3% | Reduced |
| Larson Financial Group LLC | 48 | $3.16K | 0.00% | +27+128.6% | Added |
| Miller Wealth Advisors, LLC | 50 | $3.29K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 63 | $4.15K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 65 | $4.28K | 0.00% | +65 | New |
| Versant Capital Management, Inc | 67 | $4.42K | 0.00% | +42+168.0% | Added |
| Signaturefd, LLC | 68 | $4.49K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 69 | $4.55K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 74 | $4.88K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $4.94K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 93 | $5.97K | 0.00% | +93 | New |
| CX Institutional | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 93 | $6.13K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $6.59K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 111 | $7.31K | 0.00% | −25−18.4% | Reduced |
| Basecamp Wealth Advisors LLC | 114 | $7.51K | 0.00% | −39−25.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 125 | $8.04K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 122 | $8.04K | 0.00% | −161−56.9% | Reduced |
| MCF Advisors LLC | 139 | $9.16K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 160 | $10.5K | 0.00% | +160 | New |
| SJS Investment Consulting Inc. | 165 | $10.9K | 0.00% | +154+1,400.0% | Added |
| Fortitude Family Office, LLC | 166 | $10.9K | 0.00% | +132+388.2% | Added |
| Ronald Blue Trust, Inc. | 168 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 177 | $11.7K | 0.00% | +21+13.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 180 | $11.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 181 | $11.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 188 | $12.0K | 0.00% | +4+2.2% | Added |
| National Bank of Canada | 183 | $12.0K | 0.00% | −7−3.7% | Reduced |
| Bryn Mawr Trust Co | 186 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $13.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 218 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 228 | $15.0K | 0.00% | +1+0.4% | Added |
| Los Angeles Capital Management LLC | 249 | $16.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 249 | $17.0K | 0.01% | +14+6.0% | Added |
| Millstone Evans Group, LLC | 262 | $17.3K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $19.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 310 | $20.4K | 0.00% | −57−15.5% | Reduced |
| Optiver Holding B.V. | 331 | $21.8K | 0.00% | +331 | New |
| Kemnay Advisory Services Inc. | 342 | $22.5K | 0.00% | +342 | New |
| Geneos Wealth Management Inc. | 369 | $24.3K | 0.00% | −293−44.3% | Reduced |
| Monetary Solutions, Ltd | 370 | $24.4K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 403 | $26.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 445 | $29.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 495 | $32.6K | 0.00% | −21−4.1% | Reduced |
| Global Retirement Partners, LLC | 533 | $35.1K | 0.00% | +533 | New |
| Assetmark, Inc | 561 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 580 | $38.2K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 587 | $38.7K | 0.00% | −1,367−70.0% | Reduced |
| CoreCap Advisors, LLC | 604 | $39.8K | 0.00% | −152−20.1% | Reduced |
| Parallel Advisors, LLC | 629 | $41.4K | 0.00% | −108−14.7% | Reduced |
| Rockefeller Capital Management L.P. | 731 | $48.2K | 0.00% | −18−2.4% | Reduced |
| Abound Wealth Management | 791 | $52.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 794 | $52.3K | 0.00% | −199−20.0% | Reduced |
| Whittier Trust Co | 810 | $54.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 841 | $55.4K | 0.00% | −56−6.2% | Reduced |
| Nomura Asset Management Co Ltd | 880 | $58.0K | 0.00% | +220+33.3% | Added |
| True Wealth Design, LLC | 899 | $59.2K | 0.01% | −208−18.8% | Reduced |
| Jones Financial Companies LLLP | 930 | $59.5K | 0.00% | −221−19.2% | Reduced |
| Sterling Capital Management LLC | 937 | $61.7K | 0.00% | −583−38.4% | Reduced |