| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Winnow Wealth LLC | 1 | $203 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $234 | 0.00% | −14−93.3% | Reduced |
| SJS Investment Consulting Inc. | 1 | $234 | 0.00% | −4−80.0% | Reduced |
| Breakwater Investment Management | 1 | $234 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $234 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $234 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1 | $234 | 0.00% | +1 | New |
| NewSquare Capital LLC | 1 | $234 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $234 | 0.00% | +1 | New |
| Sugar Maple Asset Management, LLC | 1 | $234 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $234 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $234 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $235 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $250 | 0.02% | −1,096−99.9% | Reduced |
| Key Financial Inc | 2 | $468 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $468 | 0.00% | +2 | New |
| SWAN Capital LLC | 3 | $701 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $702 | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 4 | $935 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4 | $935 | 0.00% | +4 | New |
| Transce3nd, LLC | 4 | $935 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $936 | 0.00% | −2−33.3% | Reduced |
| WealthTrak Capital Management LLC | 4 | $936 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.17K | 0.00% | −9−64.3% | Reduced |
| HHM Wealth Advisors, LLC | 5 | $1.17K | 0.00% | +5 | New |
| Spire Wealth Management | 6 | $1.40K | 0.00% | −1−14.3% | Reduced |
| Abound Wealth Management | 7 | $1.64K | 0.00% | −18−72.0% | Reduced |
| Sachetta, LLC | 7 | $1.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.87K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 9 | $2.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $2.10K | 0.00% | −21−70.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $2.34K | 0.00% | −136−93.2% | Reduced |
| Activest Wealth Management | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $2.34K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 10 | $2.34K | 0.00% | +10 | New |
| Blume Capital Management, Inc. | 10 | $2.34K | 0.00% | +10 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $2.34K | 0.00% | +10 | New |
| Grove Bank & Trust | 13 | $3.04K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14 | $3.27K | 0.00% | −686−98.0% | Reduced |
| Sierra Ocean, LLC | 14 | $3.27K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 19 | $4.50K | 0.00% | +4+26.7% | Added |
| Byrne Asset Management LLC | 20 | $4.68K | 0.00% | +20 | New |
| CVA Family Office, LLC | 22 | $5.14K | 0.00% | +5+29.4% | Added |
| TD Waterhouse Canada Inc. | 23 | $5.37K | 0.00% | −27−54.0% | Reduced |
| Bryn Mawr Trust Co | 23 | $5.38K | 0.00% | −88−79.3% | Reduced |
| Private Wealth Management Group, LLC | 24 | $5.61K | 0.00% | +1+4.3% | Added |
| Raleigh Capital Management Inc. | 26 | $6.08K | 0.00% | −7−21.2% | Reduced |
| Jones Financial Companies LLLP | 28 | $6.55K | 0.00% | −144−83.7% | Reduced |
| Harbor Investment Advisory, LLC | 28 | $6.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $6.55K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $7.01K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 31 | $7.25K | 0.00% | +3+10.7% | Added |
| Synergy Financial Management, LLC | 37 | $7.36K | 0.00% | +37 | New |
| GW&K Investment Management, LLC | 36 | $8.00K | 0.00% | +9+33.3% | Added |
| Cape Investment Advisory, Inc. | 36 | $8.42K | 0.00% | −15−29.4% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $8.42K | 0.00% | −7−16.3% | Reduced |
| Farmers & Merchants Investments Inc | 37 | $8.65K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 39 | $9.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $9.35K | 0.00% | −21−34.4% | Reduced |
| Assetmark, Inc | 41 | $9.59K | 0.00% | +37+925.0% | Added |
| Smithfield Trust Co | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 46 | $10.0K | 0.00% | +12+35.3% | Added |
| Rakuten Securities, Inc. | 44 | $10.3K | 0.00% | +44 | New |
| Sandy Spring Bank | 46 | $10.8K | 0.00% | +46 | New |
| Rothschild Investment LLC | 47 | $11.0K | 0.00% | −48−50.5% | Reduced |
| Brown Brothers Harriman & Co | 48 | $11.2K | 0.00% | +12+33.3% | Added |
| Bogart Wealth, LLC | 49 | $11.5K | 0.00% | +49 | New |
| Advisors Asset Management, Inc. | 50 | $11.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 50 | $11.7K | 0.00% | +50 | New |
| Creative Financial Designs Inc | 53 | $12.4K | 0.00% | +14+35.9% | Added |
| Skopos Labs, Inc. | 54 | $12.6K | 0.00% | +53+5,300.0% | Added |
| Financial Freedom, LLC | 55 | $12.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 59 | $13.8K | 0.00% | +24+68.6% | Added |
| Quadrant Capital Group LLC | 59 | $13.8K | 0.00% | −3−4.8% | Reduced |
| Castleview Partners, LLC | 64 | $14.7K | 0.01% | +3+4.9% | Added |
| Colonial Trust Co | 65 | $15.2K | 0.00% | +64+6,400.0% | Added |
| SRS Capital Advisors, Inc. | 67 | $15.7K | 0.00% | −283−80.9% | Reduced |
| True Wealth Design, LLC | 67 | $15.7K | 0.01% | −25−27.2% | Reduced |
| WPG Advisers, LLC | 67 | $15.7K | 0.01% | +67 | New |
| Umb Bank N A | 68 | $15.9K | 0.00% | −20−22.7% | Reduced |
| Valley National Advisers Inc | 74 | $17.0K | 0.00% | +74 | New |
| Aster Capital Management (DIFC) Ltd | 78 | $18.2K | 0.01% | +78 | New |
| Harbour Investments, Inc. | 82 | $19.2K | 0.00% | +22+36.7% | Added |
| Capital A Wealth Management, LLC | 85 | $19.9K | 0.03% | +85 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $20.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 88 | $20.6K | 0.00% | −15−14.6% | Reduced |
| Coppell Advisory Solutions LLC | 91 | $21.4K | 0.00% | −109−54.5% | Reduced |
| Smartleaf Asset Management LLC | 94 | $22.1K | 0.00% | +6+6.8% | Added |
| Principal Securities, Inc. | 104 | $24.3K | 0.00% | −66−38.8% | Reduced |
| Tortoise Investment Management, LLC | 106 | $24.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 114 | $26.7K | 0.00% | +54+90.0% | Added |
| Washington Trust Advisors, Inc. | 125 | $29.2K | 0.00% | −80−39.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 130 | $30.4K | 0.00% | +125+2,500.0% | Added |
| Salem Investment Counselors Inc | 137 | $32.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 138 | $32.3K | 0.00% | −24−14.8% | Reduced |
| Clearstead Advisors, LLC | 139 | $32.5K | 0.00% | +29+26.4% | Added |
| Penserra Capital Management LLC | 144 | $33.0K | 0.00% | −120−45.5% | Reduced |
| TD Private Client Wealth LLC | 147 | $34.4K | 0.00% | +69+88.5% | Added |
