| Chesapeake Asset Management LLC | 5 | $267 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5 | $267 | 0.00% | +5 | New |
| Ancora Advisors, LLC | 6 | $321 | 0.00% | −177−96.7% | Reduced |
| HFM Investment Advisors, LLC | 6 | $321 | 0.00% | +6 | New |
| Winnow Wealth LLC | 10 | $506 | 0.00% | +3+42.9% | Added |
| NVWM, LLC | 10 | $534 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10 | $534 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 10 | $534 | 0.00% | +10 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $534 | 0.00% | +10 | New |
| Strengthening Families & Communities, LLC | 15 | $801 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 32 | $1.00K | 0.00% | +32 | New |
| Winthrop Capital Management, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Principia Wealth Advisory, LLC | 20 | $1.00K | 0.00% | +1+5.3% | Added |
| GoalVest Advisory LLC | 19 | $1.01K | 0.00% | +19 | New |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $1.07K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $1.07K | 0.00% | +20 | New |
| Cape Investment Advisory, Inc. | 21 | $1.12K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 25 | $1.34K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $1.44K | 0.00% | +27 | New |
| Semmax Financial Advisors Inc. | 27 | $1.50K | 0.00% | +27 | New |
| Valued Wealth Advisors LLC | 29 | $1.56K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $1.61K | 0.00% | +22+200.0% | Added |
| St. Johns Investment Management Company, LLC | 31 | $1.66K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.66K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $1.71K | 0.00% | −27−84.4% | Reduced |
| Battery Global Advisors, LLC | 32 | $1.71K | 0.00% | +32 | New |
| Bradley & Co. Private Wealth Management, LLC | 35 | $1.87K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $1.89K | 0.00% | −596−94.5% | Reduced |
| Raiffeisen Bank International AG | 36 | $1.92K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 36 | $1.92K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 41 | $2.19K | 0.00% | +25+156.3% | Added |
| Iron Horse Wealth Management, LLC | 45 | $2.40K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $2.67K | 0.00% | −50−50.0% | Reduced |
| Toth Financial Advisory Corp | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 53 | $2.83K | 0.00% | −175−76.8% | Reduced |
| SJS Investment Consulting Inc. | 53 | $2.83K | 0.00% | −24−31.2% | Reduced |
| Hughes Financial Services, LLC | 54 | $2.91K | 0.00% | +54 | New |
| Golden State Wealth Management, LLC | 58 | $3.10K | 0.00% | +58 | New |
| Pineridge Advisors LLC | 59 | $3.16K | 0.00% | +59 | New |
| Country Trust Bank | 61 | $3.26K | 0.00% | +61 | New |
| Westend Capital Management, LLC | 69 | $3.69K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 73 | $3.90K | 0.00% | +6+9.0% | Added |
| Dunhill Financial, LLC | 75 | $4.00K | 0.00% | +12+19.0% | Added |
| Financial Connections Group, Inc. | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 82 | $4.38K | 0.00% | +82 | New |
| Abound Wealth Management | 83 | $4.43K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 89 | $4.76K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 91 | $4.86K | 0.00% | −1−1.1% | Reduced |
| Avion Wealth | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $5.36K | 0.00% | +100 | New |
| Hoey Investments, Inc | 106 | $5.66K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 109 | $5.82K | 0.00% | +74+211.4% | Added |
| BOK Financial Private Wealth, Inc. | 110 | $5.88K | 0.00% | +110 | New |
| Park Square Financial Group, LLC | 112 | $5.98K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 112 | $5.99K | 0.00% | +95+558.8% | Added |
| North Capital, Inc. | 116 | $6.20K | 0.01% | +116 | New |
| Colonial Trust Advisors | 120 | $6.41K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 123 | $6.57K | 0.00% | +86+232.4% | Added |
| Binnacle Investments Inc | 123 | $6.57K | 0.00% | +123 | New |
| Financial Management Professionals, Inc. | 126 | $6.73K | 0.00% | +15+13.5% | Added |
| Kozak & Associates, Inc. | 138 | $6.90K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 130 | $6.94K | 0.00% | +5+4.0% | Added |
| HighMark Wealth Management LLC | 134 | $7.16K | 0.00% | +54+67.5% | Added |
| Archer Investment Corp | 134 | $7.18K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 135 | $7.21K | 0.00% | +25+22.7% | Added |
| Inlight Wealth Management, LLC | 136 | $7.27K | 0.00% | +136 | New |
| Cetera Trust Company, N.A | 141 | $7.53K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 142 | $7.59K | 0.00% | +140+7,000.0% | Added |
| Private Wealth Management Group, LLC | 147 | $7.86K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 152 | $8.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 157 | $8.39K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 161 | $8.60K | 0.00% | +161 | New |
| FNY Investment Advisers, LLC | 185 | $9.00K | 0.01% | +185 | New |
| Armstrong Advisory Group, Inc | 200 | $9.22K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 175 | $9.35K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 180 | $9.62K | 0.00% | −311−63.3% | Reduced |
| Stone House Investment Management, LLC | 187 | $9.99K | 0.00% | +187 | New |
| TD Waterhouse Canada Inc. | 195 | $10.5K | 0.00% | +1+0.5% | Added |
| Prestige Wealth Management Group LLC | 201 | $10.7K | 0.00% | +17+9.2% | Added |
| VSM Wealth Advisory, LLC | 203 | $10.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 209 | $11.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 211 | $11.3K | 0.00% | +211 | New |
| Crews Bank & Trust | 213 | $11.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 215 | $11.5K | 0.00% | +110+104.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 221 | $11.8K | 0.02% | 00.0% | Unchanged |
| Saudi Central Bank | 223 | $11.9K | 0.06% | +223 | New |
| Brown Brothers Harriman & Co | 231 | $12.3K | 0.00% | +79+52.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 240 | $12.8K | 0.00% | +155+182.4% | Added |
| Fortitude Family Office, LLC | 240 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 240 | $12.8K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 245 | $13.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 265 | $14.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 265 | $14.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 296 | $15.8K | 0.00% | +66+28.7% | Added |
| Bogart Wealth, LLC | 301 | $16.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 309 | $16.5K | 0.00% | −15−4.6% | Reduced |
| NewSquare Capital LLC | 309 | $16.5K | 0.00% | +257+494.2% | Added |