| Private Wealth Asset Management, LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $289 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $289 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 3 | $432 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $432 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $433 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $576 | 0.00% | +2+100.0% | Added |
| Tortoise Investment Management, LLC | 4 | $576 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 4 | $577 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $720 | 0.00% | +2+66.7% | Added |
| WealthTrak Capital Management LLC | 5 | $721 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $1.30K | 0.00% | −6−40.0% | Reduced |
| Investors Research Corp | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $1.44K | 0.00% | +10 | New |
| Riggs Asset Managment Co. Inc. | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 13 | $1.87K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 15 | $2.16K | 0.00% | −384−96.2% | Reduced |
| Trust Co of Toledo NA | 16 | $2.31K | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $2.59K | 0.00% | +18 | New |
| SWAN Capital LLC | 20 | $2.90K | 0.00% | −10−33.3% | Reduced |
| Atlantic Trust, LLC | 21 | $3.03K | 0.00% | +21 | New |
| Park Place Capital Corp | 28 | $3.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $4.01K | 0.00% | −109−83.2% | Reduced |
| Creekmur Asset Management LLC | 30 | $4.32K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $4.32K | 0.00% | +5+20.0% | Added |
| Accent Capital Management, LLC | 30 | $4.32K | 0.00% | +30 | New |
| High Note Wealth, LLC | 31 | $4.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 31 | $4.47K | 0.00% | −100−76.3% | Reduced |
| Curio Wealth, LLC | 33 | $4.76K | 0.00% | +32+3,200.0% | Added |
| TD Private Client Wealth LLC | 38 | $5.47K | 0.00% | −40−51.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 39 | $5.62K | 0.00% | −21−35.0% | Reduced |
| Putney Financial Group LLC | 40 | $5.76K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 46 | $6.63K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 49 | $7.03K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $7.20K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 50 | $7.20K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $7.20K | 0.00% | +50 | New |
| Main Street Group, LTD | 50 | $7.24K | 0.00% | −1−2.0% | Reduced |
| Webster Bank, N. A. | 54 | $7.78K | 0.00% | +54 | New |
| Blue Bell Private Wealth Management, LLC | 55 | $7.92K | 0.00% | +55 | New |
| WPG Advisers, LLC | 56 | $8.07K | 0.01% | −95−62.9% | Reduced |
| Trust Co of Vermont | 58 | $8.36K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 60 | $8.64K | 0.00% | −6−9.1% | Reduced |
| DAGCO, Inc. | 60 | $8.64K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 60 | $8.64K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 61 | $8.79K | 0.00% | +6+10.9% | Added |
| Carolina Wealth Advisors, LLC | 62 | $8.93K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 63 | $9.08K | 0.00% | +47+293.8% | Added |
| Bellevue Asset Management, LLC | 65 | $9.36K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 70 | $9.82K | 0.00% | +50+250.0% | Added |
| Fortitude Family Office, LLC | 69 | $9.94K | 0.00% | +18+35.3% | Added |
| Hemington Wealth Management | 75 | $10.0K | 0.00% | +16+27.1% | Added |
| Bell Investment Advisors, Inc | 75 | $10.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $10.8K | 0.00% | +11+17.2% | Added |
| AllSquare Wealth Management LLC | 76 | $10.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $10.9K | 0.00% | +31+68.9% | Added |
| Bogart Wealth, LLC | 76 | $11.0K | 0.00% | +5+7.0% | Added |
| St Germain D J Co Inc | 77 | $11.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $11.5K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 80 | $11.5K | 0.01% | +80 | New |
| Kestra Investment Management, LLC | 107 | $12.2K | 0.00% | +36+50.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 70 | $12.6K | 0.00% | +70 | New |
| TCTC Holdings, LLC | 94 | $13.5K | 0.00% | −110−53.9% | Reduced |
| Security National Bank | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $14.4K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 101 | $14.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 106 | $15.2K | 0.00% | −122−53.5% | Reduced |
| JFS Wealth Advisors, LLC | 110 | $15.8K | 0.00% | −1−0.9% | Reduced |
| Aventura Private Wealth, LLC | 117 | $16.9K | 0.01% | +17+17.0% | Added |
| Contravisory Investment Management, Inc. | 118 | $17.0K | 0.00% | −27−18.6% | Reduced |
| Global Retirement Partners, LLC | 119 | $17.1K | 0.00% | +119 | New |
| EverSource Wealth Advisors, LLC | 119 | $17.2K | 0.00% | +95+395.8% | Added |
| Richardson Capital Management LLC | 135 | $19.4K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 138 | $19.9K | 0.01% | −225−62.0% | Reduced |
| Cape Investment Advisory, Inc. | 140 | $20.2K | 0.01% | +140 | New |
| Colonial Trust Co | 142 | $20.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 149 | $21.5K | 0.00% | −4−2.6% | Reduced |
| Centerpoint Advisors, LLC | 155 | $22.0K | 0.01% | −162−51.1% | Reduced |
| Ameritas Advisory Services, LLC | 156 | $22.5K | 0.00% | +156 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | $22.6K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 161 | $23.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 165 | $24.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 171 | $24.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 175 | $25.2K | 0.00% | +125+250.0% | Added |
| Central Trust Co | 181 | $26.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 183 | $26.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 186 | $26.8K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $28.8K | 0.02% | +200 | New |
| Hantz Financial Services, Inc. | 202 | $29.0K | 0.00% | +181+861.9% | Added |
| Hollencrest Capital Management | 208 | $30.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 213 | $30.7K | 0.00% | −103−32.6% | Reduced |
| Binnacle Investments Inc | 215 | $31.0K | 0.02% | +7+3.4% | Added |
| CBIZ Investment Advisory Services, LLC | 216 | $31.2K | 0.00% | −52−19.4% | Reduced |
| PFS Partners, LLC | 217 | $31.3K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 220 | $31.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 225 | $32.0K | 0.00% | +3+1.4% | Added |