| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1 | $39 | 0.00% | −146−99.3% | Reduced |
| Golden State Equity Partners | 1 | $51 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 1 | $52 | 0.00% | −52−98.1% | Reduced |
| Brown Brothers Harriman & Co | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $52 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $52 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $68 | 0.00% | −1−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2 | $103 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 2 | $107 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $155 | 0.00% | −3−50.0% | Reduced |
| Fairscale Capital, LLC | 3 | $155 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $155 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $156 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3 | $156 | 0.00% | +3 | New |
| Moisand Fitzgerald Tamayo, LLC | 4 | $207 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 4 | $207 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $207 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $258 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $258 | 0.00% | +5 | New |
| Loomis Sayles & Co L P | 6 | $293 | 0.00% | −31−83.8% | Reduced |
| Holos Integrated Wealth LLC | 6 | $295 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 6 | $310 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 6 | $311 | 0.00% | +5+500.0% | Added |
| Edmond de Rothschild Holding S.A. | 7 | $343 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7 | $362 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $413 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $414 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 8 | $414 | 0.00% | +8 | New |
| Boyd Watterson Asset Management LLC | 10 | $517 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $517 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $517 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10 | $517 | 0.00% | +10 | New |
| RWM Asset Management, LLC | 11 | $568 | 0.00% | +11 | New |
| Tidemark, LLC | 12 | $620 | 0.00% | −7−36.8% | Reduced |
| Golden State Wealth Management, LLC | 12 | $620 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $620 | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 12 | $620 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $672 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14 | $724 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 14 | $724 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16 | $827 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $827 | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 16 | $827 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $827 | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 16 | $827 | 0.00% | +16 | New |
| Harbour Investments, Inc. | 18 | $971 | 0.00% | +6+50.0% | Added |
| Bessemer Group Inc | 14 | $1.00K | 0.00% | −18−56.3% | Reduced |
| CX Institutional | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 21 | $1.08K | 0.00% | −574−96.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 21 | $1.09K | 0.00% | −38−64.4% | Reduced |
| TD Waterhouse Canada Inc. | 21 | $1.12K | 0.00% | +21 | New |
| Basecamp Wealth Advisors LLC | 24 | $1.24K | 0.00% | +7+41.2% | Added |
| Parkside Financial Bank & Trust | 28 | $1.45K | 0.00% | −2−6.7% | Reduced |
| MV Capital Management, Inc. | 28 | $1.45K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $1.50K | 0.00% | −23−44.2% | Reduced |
| TopTier Wealth Management, LLC | 29 | $1.50K | 0.00% | +29 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 30 | $1.55K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 32 | $1.65K | 0.00% | −67−67.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32 | $1.65K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 32 | $1.65K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 32 | $1.65K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 32 | $1.66K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 33 | $1.71K | 0.00% | −28−45.9% | Reduced |
| North Star Investment Management Corp. | 33 | $1.71K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 33 | $1.71K | 0.00% | +33 | New |
| UMA Financial Services, Inc. | 33 | $1.71K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 36 | $1.86K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 37 | $1.91K | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 48 | $2.00K | 0.00% | −7−12.7% | Reduced |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 40 | $2.07K | 0.00% | −1−2.4% | Reduced |
| Hurley Capital, LLC | 45 | $2.33K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 48 | $2.48K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 49 | $2.53K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $2.58K | 0.00% | +50 | New |
| Motco | 54 | $2.79K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 55 | $2.84K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 55 | $2.84K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 56 | $2.89K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 61 | $3.15K | 0.00% | −19−23.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 65 | $3.36K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 70 | $3.62K | 0.00% | +13+22.8% | Added |
| Smartleaf Asset Management LLC | 88 | $4.13K | 0.00% | −2−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 87 | $4.50K | 0.00% | −324−78.8% | Reduced |