| Quaker Wealth Management, LLC | 1 | $57 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $169 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7 | $393 | 0.00% | −23−76.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 7 | $393 | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 7 | $393 | 0.00% | +7 | New |
| ORG Wealth Partners, LLC | 8 | $447 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 8 | $449 | 0.00% | +8 | New |
| Riggs Asset Managment Co. Inc. | 12 | $674 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $727 | 0.00% | +13 | New |
| Advisors Asset Management, Inc. | 14 | $785 | 0.00% | −898−98.5% | Reduced |
| WealthTrak Capital Management LLC | 15 | $842 | 0.00% | −5−25.0% | Reduced |
| Garde Capital, Inc. | 15 | $842 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 15 | $842 | 0.00% | +15 | New |
| Rakuten Securities, Inc. | 16 | $898 | 0.00% | −51−76.1% | Reduced |
| SBI Securities Co., Ltd. | 16 | $898 | 0.00% | −1−5.9% | Reduced |
| Parkworth Wealth Management, Inc. | 16 | $898 | 0.00% | +6+60.0% | Added |
| American Capital Advisory, LLC | 17 | $954 | 0.00% | +17 | New |
| Highline Wealth Partners LLC | 18 | $1.01K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 18 | $1.01K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 18 | $1.01K | 0.00% | +18 | New |
| Ameritas Advisory Services, LLC | 19 | $1.07K | 0.00% | +19 | New |
| Stephens Consulting, LLC | 19 | $1.07K | 0.00% | +19 | New |
| Glen Eagle Advisors, LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 21 | $1.17K | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 22 | $1.23K | 0.00% | +10+83.3% | Added |
| HFM Investment Advisors, LLC | 22 | $1.23K | 0.00% | +11+100.0% | Added |
| Financial Network Wealth Advisors LLC | 23 | $1.29K | 0.00% | +23 | New |
| Principia Wealth Advisory, LLC | 24 | $1.35K | 0.00% | +16+200.0% | Added |
| Rialto Wealth Management, LLC | 24 | $1.35K | 0.00% | −14−36.8% | Reduced |
| Activest Wealth Management | 28 | $1.57K | 0.00% | +28 | New |
| Bare Financial Services, Inc | 30 | $1.68K | 0.00% | +13+76.5% | Added |
| Scarborough Advisors, LLC | 34 | $1.91K | 0.00% | +34 | New |
| Avion Wealth | 46 | $2.00K | 0.00% | +16+53.3% | Added |
| Beaird Harris Wealth Management, LLC | 37 | $2.08K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $2.19K | 0.00% | +39 | New |
| AdvisorNet Financial, Inc | 40 | $2.24K | 0.00% | −2−4.8% | Reduced |
| Hughes Financial Services, LLC | 46 | $2.35K | 0.00% | +23+100.0% | Added |
| Cromwell Holdings LLC | 44 | $2.47K | 0.00% | +28+175.0% | Added |
| SJS Investment Consulting Inc. | 50 | $2.81K | 0.00% | −35−41.2% | Reduced |
| UMA Financial Services, Inc. | 52 | $2.92K | 0.00% | +52 | New |
| Coston, McIsaac & Partners | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 54 | $3.03K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 57 | $3.17K | 0.00% | +1+1.8% | Added |
| Larson Financial Group LLC | 62 | $3.48K | 0.00% | −38−38.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 62 | $3.48K | 0.00% | −1−1.6% | Reduced |
| Allworth Financial LP | 62 | $3.48K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 64 | $3.59K | 0.00% | 00.0% | Unchanged |
| Motco | 73 | $3.75K | 0.00% | +73 | New |
| Sachetta, LLC | 70 | $3.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 74 | $4.15K | 0.00% | +74 | New |
| Webster Bank, N. A. | 78 | $4.38K | 0.00% | +78 | New |
| TD Private Client Wealth LLC | 87 | $4.88K | 0.00% | +87 | New |
| Bell Investment Advisors, Inc | 88 | $4.94K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $5.05K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 94 | $5.25K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 99 | $5.55K | 0.00% | +99 | New |
| Colonial Trust Advisors | 100 | $5.61K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 117 | $6.41K | 0.00% | +117 | New |
| Ancora Advisors, LLC | 117 | $6.56K | 0.00% | +117 | New |
| GWM Advisors LLC | 117 | $6.56K | 0.00% | +117 | New |
| Cape Investment Advisory, Inc. | 122 | $6.84K | 0.00% | +42+52.5% | Added |
| Trust Co of Vermont | 127 | $7.13K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 132 | $7.41K | 0.00% | +61+85.9% | Added |
| GFG Capital, LLC | 134 | $7.52K | 0.00% | +134 | New |
| High Note Wealth, LLC | 150 | $8.41K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 161 | $9.03K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 178 | $9.99K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 199 | $11.2K | 0.00% | +45+29.2% | Added |
| Bayforest Capital Ltd | 207 | $11.6K | 0.01% | −6,224−96.8% | Reduced |
| Bruce G. Allen Investments, LLC | 216 | $12.1K | 0.01% | +74+52.1% | Added |
| Atlantic Trust, LLC | 217 | $12.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 230 | $12.9K | 0.00% | −209−47.6% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $13.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 243 | $13.6K | 0.00% | +40+19.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 254 | $14.2K | 0.01% | +236+1,311.1% | Added |
| JFS Wealth Advisors, LLC | 260 | $14.6K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 271 | $14.9K | 0.00% | +271 | New |
| Keystone Global Partners, LLC | 281 | $15.8K | 0.01% | +281 | New |
| Washington Trust Advisors, Inc. | 283 | $15.9K | 0.00% | +196+225.3% | Added |
| NewSquare Capital LLC | 309 | $17.3K | 0.00% | +13+4.4% | Added |
| South State Corp. | 316 | $17.7K | 0.00% | −153−32.6% | Reduced |
| Hemington Wealth Management | 341 | $19.0K | 0.00% | +32+10.4% | Added |
| Essential Partners LLC | 355 | $19.9K | 0.01% | +355 | New |
| Whipplewood Advisors, LLC | 359 | $20.1K | 0.01% | +21+6.2% | Added |
| State of Wyoming | 387 | $21.7K | 0.00% | +387 | New |
| SRS Capital Advisors, Inc. | 300 | $22.4K | 0.00% | −490−62.0% | Reduced |
| First Horizon Advisors, Inc. | 429 | $24.1K | 0.00% | +383+832.6% | Added |
| Private Trust Co NA | 431 | $24.2K | 0.00% | −4−0.9% | Reduced |
| Meeder Asset Management Inc | 438 | $24.6K | 0.00% | +55+14.4% | Added |
| Sterling Capital Management LLC | 463 | $26.0K | 0.00% | −585−55.8% | Reduced |
| WPG Advisers, LLC | 469 | $26.3K | 0.02% | −50−9.6% | Reduced |
| Contravisory Investment Management, Inc. | 470 | $26.4K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 485 | $27.2K | 0.00% | −3,818−88.7% | Reduced |
| MV Capital Management, Inc. | 496 | $27.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 516 | $29.0K | 0.02% | +26+5.3% | Added |
| Brown Brothers Harriman & Co | 529 | $29.7K | 0.00% | +89+20.2% | Added |
| Whittier Trust Co of Nevada Inc | 549 | $30.8K | 0.00% | +6+1.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $30.9K | 0.01% | +550 | New |
