| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $46 | 0.00% | +1 | New |
| Trust Co | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $57 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $57 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $58 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $58 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $114 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $114 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $115 | 0.00% | +2 | New |
| Toronto Dominion Bank | 3 | $160 | 0.00% | −1,001−99.7% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 4 | $229 | 0.00% | −26,284−100.0% | Reduced |
| Quaker Wealth Management, LLC | 4 | $229 | 0.00% | −4−50.0% | Reduced |
| DecisionPoint Financial, LLC | 5 | $290 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 7 | $401 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 7 | $401 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 8 | $458 | 0.00% | −2−20.0% | Reduced |
| Raffa Wealth Management, LLC | 9 | $515 | 0.00% | −1−10.0% | Reduced |
| Key Financial Inc | 9 | $515 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 9 | $515 | 0.00% | +9 | New |
| North Star Investment Management Corp. | 10 | $572 | 0.00% | +10 | New |
| Owl Creek Wealth Partners LLC | 10 | $573 | 0.00% | −125−92.6% | Reduced |
| Dunhill Financial, LLC | 12 | $697 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $801 | 0.00% | +14 | New |
| South State Corp. | 14 | $802 | 0.00% | −15−51.7% | Reduced |
| SHP Wealth Management | 15 | $858 | 0.00% | +1+7.1% | Added |
| Hughes Financial Services, LLC | 15 | $858 | 0.00% | +8+114.3% | Added |
| Manchester Capital Management LLC | 16 | $916 | 0.00% | −29−64.4% | Reduced |
| Cordant, Inc. | 16 | $916 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 16 | $916 | 0.00% | +16 | New |
| Kilter Group LLC | 16 | $916 | 0.00% | +16 | New |
| Sachetta, LLC | 18 | $1.03K | 0.00% | +18 | New |
| American Capital Advisory, LLC | 20 | $1.15K | 0.00% | +15+300.0% | Added |
| HFM Investment Advisors, LLC | 21 | $1.20K | 0.00% | +11+110.0% | Added |
| Millstone Evans Group, LLC | 22 | $1.26K | 0.00% | −40−64.5% | Reduced |
| CoreCap Advisors, LLC | 23 | $1.32K | 0.00% | +15+187.5% | Added |
| DiNuzzo Private Wealth, Inc. | 26 | $1.49K | 0.00% | −1−3.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 28 | $1.60K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 28 | $1.60K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 30 | $1.72K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 32 | $1.83K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 32 | $1.83K | 0.00% | +7+28.0% | Added |
| Montag A & Associates Inc | 34 | $1.95K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $1.95K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $2.00K | 0.00% | +22+169.2% | Added |
| Synergy Investment Management, LLC | 35 | $2.15K | 0.00% | +35 | New |
| Cromwell Holdings LLC | 47 | $2.69K | 0.00% | +13+38.2% | Added |
| ZRC Wealth Management, LLC | 47 | $2.69K | 0.00% | −353−88.3% | Reduced |
| Creative Capital Management Investments LLC | 50 | $2.86K | 0.00% | +50 | New |
| SBI Securities Co., Ltd. | 52 | $2.98K | 0.00% | −2−3.7% | Reduced |
| Silver Grove Financial Group, Inc. | 55 | $3.15K | 0.00% | +55 | New |
| Colonial Trust Co | 56 | $3.20K | 0.00% | +56 | New |
| Rialto Wealth Management, LLC | 56 | $3.21K | 0.00% | +38+211.1% | Added |
| Bell Investment Advisors, Inc | 57 | $3.26K | 0.00% | −102−64.2% | Reduced |
| Aspect Partners, LLC | 59 | $3.38K | 0.00% | +16+37.2% | Added |
| Financial Consulate, Inc | 60 | $3.43K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $3.49K | 0.00% | +61 | New |
| Avion Wealth | 75 | $4.00K | 0.00% | +57+316.7% | Added |
| Capital Advisors, Ltd. LLC | 67 | $4.00K | 0.00% | +67 | New |
| Harbour Investments, Inc. | 70 | $4.00K | 0.00% | −4−5.4% | Reduced |
| Ares Financial Consulting, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $4.29K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 77 | $4.41K | 0.00% | +25+48.1% | Added |
| Strengthening Families & Communities, LLC | 79 | $4.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 87 | $4.98K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 87 | $4.98K | 0.00% | +19+27.9% | Added |
| Toth Financial Advisory Corp | 87 | $4.98K | 0.00% | −86−49.7% | Reduced |
| TD Private Client Wealth LLC | 89 | $5.09K | 0.00% | +86+2,866.7% | Added |
| Geneos Wealth Management Inc. | 90 | $5.15K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 100 | $5.72K | 0.00% | −70−41.2% | Reduced |
| Southern Michigan Bank & Trust | 100 | $5.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 103 | $5.89K | 0.00% | +12+13.2% | Added |
| UMA Financial Services, Inc. | 109 | $6.24K | 0.00% | +44+67.7% | Added |
| JFS Wealth Advisors, LLC | 113 | $6.47K | 0.00% | +9+8.7% | Added |
| Ameriflex Group, Inc. | 117 | $6.70K | 0.00% | +117 | New |
| Wealth Enhancement Trust Services, Inc. | 126 | $7.21K | 0.00% | +126 | New |
| Whittier Trust Co | 124 | $7.29K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 140 | $8.01K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 142 | $8.13K | 0.00% | +14+10.9% | Added |
| Action Point Financial Planning, LLC | 149 | $8.24K | 0.00% | +149 | New |
| Farmers & Merchants Investments Inc | 165 | $9.44K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 165 | $9.44K | 0.00% | +69+71.9% | Added |
| Activest Wealth Management | 166 | $9.50K | 0.00% | −299−64.3% | Reduced |
| DT Investment Partners, LLC | 168 | $9.61K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 170 | $9.73K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 170 | $9.73K | 0.01% | +1+0.6% | Added |
| CVA Family Office, LLC | 171 | $9.79K | 0.00% | +2+1.2% | Added |
| Basecamp Wealth Advisors LLC | 172 | $9.84K | 0.00% | −64−27.1% | Reduced |
| City State Bank | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 203 | $11.7K | 0.00% | −1−0.5% | Reduced |
| Storebrand Asset Management AS | 208 | $11.9K | 0.00% | −1,583−88.4% | Reduced |
| IFG Advisory, LLC | 212 | $12.1K | 0.00% | +212 | New |
| CX Institutional | 234 | $13.0K | 0.00% | −54−18.8% | Reduced |
| Quent Capital, LLC | 266 | $15.2K | 0.00% | −103−27.9% | Reduced |
| Huntington National Bank | 297 | $17.0K | 0.00% | +296+29,600.0% | Added |
| Danske Bank A/S | 300 | $17.2K | 0.00% | −2,700−90.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 316 | $18.1K | 0.01% | +80+33.9% | Added |
| Global X Japan Co., Ltd. | 350 | $20.0K | 0.00% | +2+0.6% | Added |
