| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $186 | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $186 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $309 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $309 | 0.00% | +2+66.7% | Added |
| South State Corp. | 5 | $310 | 0.00% | −34−87.2% | Reduced |
| Vermillion Wealth Management, Inc. | 9 | $557 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 10 | $619 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $680 | 0.00% | +2+22.2% | Added |
| Atlantic Union Bankshares Corp | 13 | $804 | 0.00% | +13 | New |
| GHP Investment Advisors, Inc. | 13 | $805 | 0.00% | +13 | New |
| Financial Consulate, Inc | 14 | $866 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 14 | $866 | 0.00% | +14 | New |
| Golden State Wealth Management, LLC | 15 | $928 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.05K | 0.00% | +1+6.3% | Added |
| SHP Wealth Management | 17 | $1.05K | 0.00% | +17 | New |
| Signature Equity Partners, LLC | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $1.42K | 0.00% | +11+91.7% | Added |
| ZRC Wealth Management, LLC | 24 | $1.49K | 0.00% | +10+71.4% | Added |
| Dunhill Financial, LLC | 24 | $1.53K | 0.00% | +21+700.0% | Added |
| NBT Bank N A | 26 | $1.61K | 0.00% | +26 | New |
| Cromwell Holdings LLC | 27 | $1.67K | 0.00% | +9+50.0% | Added |
| Salomon & Ludwin, LLC | 27 | $1.75K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $1.79K | 0.00% | +5+20.8% | Added |
| Newbridge Financial Services Group, Inc. | 33 | $2.04K | 0.00% | +33 | New |
| MV Capital Management, Inc. | 37 | $2.29K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 39 | $2.41K | 0.00% | +39 | New |
| Retirement Wealth Solutions LLC | 43 | $2.66K | 0.00% | +7+19.4% | Added |
| Synergy Investment Management, LLC | 44 | $2.72K | 0.00% | +44 | New |
| Rossby Financial, LCC | 44 | $2.73K | 0.00% | +37+528.6% | Added |
| AdvisorNet Financial, Inc | 50 | $3.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 55 | $3.40K | 0.00% | −254−82.2% | Reduced |
| Estabrook Capital Management | 55 | $3.40K | 0.00% | +55 | New |
| TD Capital Management LLC | 58 | $3.59K | 0.00% | +58 | New |
| Sachetta, LLC | 58 | $3.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $3.71K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 63 | $3.90K | 0.00% | −1,313−95.4% | Reduced |
| SBI Securities Co., Ltd. | 73 | $4.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $5.01K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 90 | $5.57K | 0.00% | +90 | New |
| Danske Bank A/S | 100 | $6.18K | 0.00% | −700−87.5% | Reduced |
| Spire Wealth Management | 100 | $6.18K | 0.00% | −620−86.1% | Reduced |
| Crewe Advisors LLC | 100 | $6.18K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 101 | $6.25K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 106 | $6.56K | 0.00% | −1,063−90.9% | Reduced |
| Private Trust Co NA | 106 | $6.56K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $6.87K | 0.00% | +10+9.9% | Added |
| Keating Financial Advisory Services, Inc. | 117 | $7.24K | 0.00% | +8+7.3% | Added |
| Maseco LLP | 117 | $7.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 120 | $7.42K | 0.00% | +82+215.8% | Added |
| Atlas Capital Advisors LLC | 126 | $7.79K | 0.00% | +126 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 130 | $8.04K | 0.00% | +130 | New |
| Activest Wealth Management | 131 | $8.10K | 0.00% | +24+22.4% | Added |
| Farmers & Merchants Investments Inc | 138 | $8.54K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 139 | $8.60K | 0.00% | +107+334.4% | Added |
| TD Private Client Wealth LLC | 147 | $9.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 152 | $9.40K | 0.00% | −69−31.2% | Reduced |
| Central Trust Co | 163 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 166 | $10.3K | 0.00% | +98+144.1% | Added |
| Harbour Investments, Inc. | 168 | $10.4K | 0.00% | +162+2,700.0% | Added |
| CVA Family Office, LLC | 201 | $12.4K | 0.00% | +201 | New |
| CoreCap Advisors, LLC | 207 | $12.8K | 0.00% | −77−27.1% | Reduced |
| Ancora Advisors, LLC | 217 | $13.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 218 | $13.5K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 231 | $14.3K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 245 | $15.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 250 | $15.5K | 0.00% | +250 | New |
| North Star Investment Management Corp. | 285 | $17.6K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 309 | $19.1K | 0.02% | +309 | New |
| HHM Wealth Advisors, LLC | 328 | $20.3K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 331 | $20.5K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 335 | $20.7K | 0.01% | +335 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 339 | $21.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 353 | $21.8K | 0.00% | +16+4.7% | Added |
| Smartleaf Asset Management LLC | 390 | $23.5K | 0.00% | +60+18.2% | Added |
| Zions Bancorporation, National Association | 388 | $24.0K | 0.00% | −14−3.5% | Reduced |
| Parkside Financial Bank & Trust | 419 | $25.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 423 | $26.2K | 0.00% | +174+69.9% | Added |
| Versant Capital Management, Inc | 457 | $28.3K | 0.00% | +95+26.2% | Added |
| First Horizon Corp | 480 | $29.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 485 | $30.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 490 | $30.3K | 0.00% | −15,877−97.0% | Reduced |
| Eastern Bank | 500 | $30.9K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 500 | $30.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 505 | $31.0K | 0.00% | −5,266−91.2% | Reduced |
| Kemnay Advisory Services Inc. | 510 | $31.5K | 0.01% | +510 | New |
| Financial Network Wealth Advisors LLC | 546 | $33.8K | 0.03% | +127+30.3% | Added |
| Trust Co of Toledo NA | 581 | $35.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 670 | $41.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 733 | $45.3K | 0.00% | −253−25.7% | Reduced |
| True Wealth Design, LLC | 755 | $46.7K | 0.01% | +687+1,010.3% | Added |
| Cedar Mountain Advisors, LLC | 766 | $47.4K | 0.01% | +766 | New |
| Intesa Sanpaolo S.p.A. | 776 | $48.0K | 0.00% | −1,648−68.0% | Reduced |
| Ronald Blue Trust, Inc. | 783 | $48.4K | 0.00% | +27+3.6% | Added |
| Signaturefd, LLC | 899 | $55.6K | 0.00% | +6+0.7% | Added |
| Sound Income Strategies, LLC | 941 | $58.5K | 0.00% | +15+1.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 959 | $59.3K | 0.00% | −190,851−99.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 963 | $59.6K | 0.00% | +191+24.7% | Added |
| Hilton Head Capital Partners, LLC | 993 | $61.4K | 0.03% | 00.0% | Unchanged |