| High Note Wealth, LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $172 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $172 | 0.00% | +2 | New |
| Crewe Advisors LLC | 3 | $258 | 0.00% | −12−80.0% | Reduced |
| Cornerstone Planning Group LLC | 5 | $419 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 5 | $430 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $430 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6 | $516 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $516 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 6 | $516 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 6 | $516 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $601 | 0.00% | +3+75.0% | Added |
| Parkworth Wealth Management, Inc. | 7 | $602 | 0.00% | +3+75.0% | Added |
| Rothschild Investment LLC | 8 | $688 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $702 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $774 | 0.00% | +5+125.0% | Added |
| Proathlete Wealth Management LLC | 10 | $859 | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 10 | $860 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 12 | $1.04K | 0.00% | +12 | New |
| Sierra Ocean, LLC | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $1.12K | 0.00% | +11+550.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $1.12K | 0.00% | +13 | New |
| Tortoise Investment Management, LLC | 14 | $1.20K | 0.00% | +3+27.3% | Added |
| MPWM Advisory Solutions, LLC | 15 | $1.29K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $1.29K | 0.00% | +4+36.4% | Added |
| SJS Investment Consulting Inc. | 17 | $1.46K | 0.00% | −13−43.3% | Reduced |
| TD Capital Management LLC | 17 | $1.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 17 | $1.48K | 0.00% | −355−95.4% | Reduced |
| Raffa Wealth Management, LLC | 21 | $1.80K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 23 | $1.98K | 0.00% | +8+53.3% | Added |
| Avion Wealth | 27 | $2.00K | 0.00% | +12+80.0% | Added |
| Bryn Mawr Trust Co | 24 | $2.06K | 0.00% | −9−27.3% | Reduced |
| Cromwell Holdings LLC | 24 | $2.06K | 0.00% | +12+100.0% | Added |
| Hughes Financial Services, LLC | 27 | $2.25K | 0.00% | −18−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 28 | $2.41K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $2.41K | 0.00% | +1+3.7% | Added |
| Atlantic Trust, LLC | 28 | $2.41K | 0.00% | +28 | New |
| Webster Bank, N. A. | 29 | $2.49K | 0.00% | +29 | New |
| South State Corp. | 33 | $2.84K | 0.00% | +7+26.9% | Added |
| Crowley Wealth Management, Inc. | 34 | $2.92K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 34 | $2.92K | 0.00% | +8+30.8% | Added |
| Mount Yale Investment Advisors, LLC | 39 | $3.35K | 0.00% | +39 | New |
| Accredited Wealth Management, LLC | 40 | $3.44K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $3.44K | 0.00% | +40 | New |
| Bogart Wealth, LLC | 43 | $3.70K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 44 | $3.75K | 0.00% | +4+10.0% | Added |
| Altshuler Shaham Ltd | 49 | $4.21K | 0.00% | +49 | New |
| Sachetta, LLC | 56 | $4.82K | 0.00% | +37+194.7% | Added |
| Bell Investment Advisors, Inc | 69 | $5.93K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 72 | $6.14K | 0.00% | +72 | New |
| LRI Investments, LLC | 72 | $6.18K | 0.00% | +72 | New |
| Atticus Wealth Management, LLC | 77 | $6.62K | 0.00% | +77 | New |
| True Wealth Design, LLC | 79 | $6.79K | 0.00% | +43+119.4% | Added |
| First Pacific Financial | 81 | $6.96K | 0.00% | +38+88.4% | Added |
| Private Wealth Management Group, LLC | 81 | $6.96K | 0.00% | +80+8,000.0% | Added |
| Creative Financial Designs Inc | 85 | $7.31K | 0.00% | +7+9.0% | Added |
| Holos Integrated Wealth LLC | 90 | $7.51K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 90 | $7.74K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 97 | $8.34K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 99 | $8.51K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 104 | $8.94K | 0.00% | −9−8.0% | Reduced |
| TD Waterhouse Canada Inc. | 108 | $9.46K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 115 | $9.89K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 114 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 123 | $10.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 137 | $11.8K | 0.00% | +109+389.3% | Added |
| Capital A Wealth Management, LLC | 140 | $12.1K | 0.14% | +115+460.0% | Added |
| Farmers & Merchants Investments Inc | 142 | $12.2K | 0.00% | +17+13.6% | Added |
| C M Bidwell & Associates Ltd | 144 | $12.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 149 | $13.0K | 0.01% | +133+831.3% | Added |
| JFS Wealth Advisors, LLC | 175 | $15.0K | 0.00% | −9−4.9% | Reduced |
| Key Financial Inc | 186 | $16.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 188 | $16.2K | 0.00% | −62−24.8% | Reduced |
| Ronald Blue Trust, Inc. | 200 | $17.2K | 0.00% | −37−15.6% | Reduced |
| Canada Pension Plan Investment Board | 200 | $17.2K | 0.00% | +200 | New |
| Hillsdale Investment Management Inc. | 200 | $17.2K | 0.00% | +200 | New |
| Capital Advisors, Ltd. LLC | 221 | $19.0K | 0.00% | +139+169.5% | Added |
| Garde Capital, Inc. | 222 | $19.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 224 | $19.3K | 0.00% | +148+194.7% | Added |
| TD Private Client Wealth LLC | 237 | $20.4K | 0.00% | −29−10.9% | Reduced |
| Bare Financial Services, Inc | 249 | $21.4K | 0.01% | +43+20.9% | Added |
| Rise Advisors, LLC | 264 | $22.7K | 0.01% | +1+0.4% | Added |
| Hemington Wealth Management | 275 | $23.0K | 0.00% | +19+7.4% | Added |
| Golden State Wealth Management, LLC | 301 | $25.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 310 | $26.7K | 0.00% | −623−66.8% | Reduced |
| Assetmark, Inc | 326 | $28.0K | 0.00% | −914−73.7% | Reduced |
| NewSquare Capital LLC | 345 | $29.7K | 0.00% | +263+320.7% | Added |
| Matrix Trust Co | 357 | $31.0K | 0.00% | +88+32.7% | Added |
| Massmutual Trust Co FSB | 377 | $32.4K | 0.00% | −21−5.3% | Reduced |
| MAI Capital Management | 434 | $37.3K | 0.00% | +82+23.3% | Added |
| Strategic Wealth Partners, Ltd. | 464 | $39.9K | 0.00% | +464 | New |
| Whipplewood Advisors, LLC | 468 | $40.2K | 0.02% | +3+0.6% | Added |
| Clearstead Advisors, LLC | 477 | $41.0K | 0.00% | +294+160.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 481 | $41.3K | 0.01% | +141+41.5% | Added |
| Versant Capital Management, Inc | 482 | $41.4K | 0.01% | +274+131.7% | Added |
| Asset Dedication, LLC | 491 | $42.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 492 | $42.3K | 0.00% | −6−1.2% | Reduced |
| WPG Advisers, LLC | 500 | $43.0K | 0.04% | +14+2.9% | Added |
| Central Trust Co | 524 | $45.0K | 0.00% | −150−22.3% | Reduced |