| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 0 | $16 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 0 | $20 | 0.00% | 0 | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $55 | 0.00% | +1 | New |
| National Bank of Canada | 2 | $110 | 0.00% | −204−99.0% | Reduced |
| MV Capital Management, Inc. | 2 | $110 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $165 | 0.00% | −21−87.5% | Reduced |
| Raffa Wealth Management, LLC | 3 | $165 | 0.00% | −17−85.0% | Reduced |
| DecisionPoint Financial, LLC | 4 | $217 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 6 | $329 | 0.00% | +6 | New |
| Kilter Group LLC | 7 | $385 | 0.00% | −14−66.7% | Reduced |
| Quaker Wealth Management, LLC | 7 | $385 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $439 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 9 | $494 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 10 | $549 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $549 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 12 | $659 | 0.00% | +12 | New |
| Highline Wealth Partners LLC | 13 | $714 | 0.00% | −149−92.0% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $714 | 0.00% | −24−64.9% | Reduced |
| Bogart Wealth, LLC | 13 | $714 | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 13 | $714 | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 14 | $769 | 0.00% | −1−6.7% | Reduced |
| Planning Strategies Inc. | 14 | $769 | 0.00% | +14 | New |
| Keating Financial Advisory Services, Inc. | 16 | $878 | 0.00% | −60−78.9% | Reduced |
| HFM Investment Advisors, LLC | 16 | $879 | 0.00% | +6+60.0% | Added |
| Synergy Investment Management, LLC | 18 | $884 | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 18 | $989 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $1.10K | 0.00% | −70−77.8% | Reduced |
| Creative Capital Management Investments LLC | 21 | $1.15K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $1.21K | 0.00% | −8−26.7% | Reduced |
| SBI Securities Co., Ltd. | 22 | $1.21K | 0.00% | +22 | New |
| Ameriflex Group, Inc. | 24 | $1.32K | 0.00% | +21+700.0% | Added |
| JNBA Financial Advisors | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $1.48K | 0.00% | +6+28.6% | Added |
| Action Point Financial Planning, LLC | 29 | $1.48K | 0.00% | +29 | New |
| Your Advocates Ltd., LLP | 29 | $1.59K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $1.65K | 0.00% | −24−44.4% | Reduced |
| WPG Advisers, LLC | 30 | $1.65K | 0.00% | −14−31.8% | Reduced |
| Glen Eagle Advisors, LLC | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 30 | $1.65K | 0.00% | +30 | New |
| Marshall Investment Management, LLC | 30 | $1.65K | 0.00% | +30 | New |
| Harbor Investment Advisory, LLC | 34 | $1.87K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 36 | $1.95K | 0.00% | +1+2.9% | Added |
| Private Trust Co NA | 39 | $2.14K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39 | $2.14K | 0.00% | +17+77.3% | Added |
| Cromwell Holdings LLC | 39 | $2.14K | 0.00% | +17+77.3% | Added |
| Financial Consulate, Inc | 39 | $2.14K | 0.00% | +39 | New |
| Heritage Wealth Advisors | 45 | $2.47K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 48 | $2.64K | 0.00% | +48 | New |
| Bayban | 49 | $2.69K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 56 | $3.05K | 0.00% | +10+21.7% | Added |
| Medallion Wealth Advisors, LLC | 60 | $3.29K | 0.00% | −200−76.9% | Reduced |
| Evelyn Partners Group Ltd | 60 | $3.29K | 0.00% | +60 | New |
| Parkside Financial Bank & Trust | 60 | $3.29K | 0.00% | −149−71.3% | Reduced |
| Twin Lakes Capital Management, LLC | 66 | $3.65K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 70 | $3.84K | 0.00% | +43+159.3% | Added |
| Basecamp Wealth Advisors LLC | 73 | $4.01K | 0.00% | −76−51.0% | Reduced |
| IAG Wealth Partners, LLC | 80 | $4.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $4.83K | 0.00% | +13+17.3% | Added |
| Manchester Capital Management LLC | 89 | $4.89K | 0.00% | +26+41.3% | Added |
| Grove Bank & Trust | 92 | $5.05K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 92 | $5.05K | 0.00% | +92 | New |
| South State Corp. | 95 | $5.22K | 0.00% | +92+3,066.7% | Added |
| Danske Bank A/S | 100 | $5.49K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $5.49K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $5.49K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 102 | $5.52K | 0.00% | +12+13.3% | Added |
| Salomon & Ludwin, LLC | 108 | $5.84K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 107 | $5.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $5.87K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 115 | $6.31K | 0.00% | −38−24.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 118 | $6.48K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 123 | $6.75K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 142 | $7.80K | 0.00% | −29−17.0% | Reduced |
| Kerr Financial Planning Corp | 145 | $7.91K | 0.01% | +1+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 145 | $7.96K | 0.00% | +20+16.0% | Added |
| Continuum Advisory, LLC | 158 | $8.67K | 0.00% | +158 | New |
| Birchbrook, Inc. | 160 | $8.78K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 160 | $8.78K | 0.00% | +160 | New |
| Rossby Financial, LCC | 164 | $9.00K | 0.00% | −1−0.6% | Reduced |
| Bare Financial Services, Inc | 164 | $9.00K | 0.00% | +63+62.4% | Added |
| Sachetta, LLC | 178 | $9.77K | 0.00% | +27+17.9% | Added |
| Colonial Trust Co | 186 | $10.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 187 | $10.3K | 0.00% | −37−16.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 197 | $10.8K | 0.00% | 00.0% | Unchanged |
| Zeit Capital LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 210 | $11.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 256 | $14.1K | 0.00% | −148−36.6% | Reduced |
| Leonteq Securities AG | 263 | $14.4K | 0.00% | −1,278−82.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 263 | $14.5K | 0.00% | +64+32.2% | Added |
| Rialto Wealth Management, LLC | 264 | $14.5K | 0.00% | +251+1,930.8% | Added |
| LifeSteps Financial, Inc. | 264 | $14.5K | 0.01% | +264 | New |
| Global X Japan Co., Ltd. | 266 | $14.6K | 0.00% | +266 | New |
| Evermay Wealth Management LLC | 268 | $14.7K | 0.00% | +268 | New |
| CVA Family Office, LLC | 287 | $15.8K | 0.00% | +11+4.0% | Added |
| TD Waterhouse Canada Inc. | 300 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
