| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| CWM Advisors, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1 | $68 | 0.00% | −500−99.8% | Reduced |
| Brown Brothers Harriman & Co | 1 | $68 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 1 | $68 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $68 | 0.00% | +1 | New |
| Bell Investment Advisors, Inc | 1 | $69 | 0.00% | −5−83.3% | Reduced |
| Wolff Wiese Magana LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 2 | $136 | 0.00% | +2 | New |
| Ares Financial Consulting, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $137 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $137 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $137 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3 | $205 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $205 | 0.00% | +3 | New |
| Moisand Fitzgerald Tamayo, LLC | 4 | $274 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 4 | $274 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 6 | $387 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 6 | $410 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 6 | $413 | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 7 | $453 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $478 | 0.00% | +7 | New |
| Salem Investment Counselors Inc | 8 | $547 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $547 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $614 | 0.00% | +6+200.0% | Added |
| SJS Investment Consulting Inc. | 9 | $615 | 0.00% | +6+200.0% | Added |
| Gill Capital Partners, LLC | 10 | $683 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 10 | $683 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $683 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10 | $683 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 12 | $819 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 12 | $819 | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 12 | $819 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $819 | 0.00% | +12 | New |
| Versant Capital Management, Inc | 13 | $888 | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 14 | $955 | 0.00% | −7−33.3% | Reduced |
| TFC Financial Management | 14 | $956 | 0.00% | −56−80.0% | Reduced |
| TD Private Client Wealth LLC | 14 | $956 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 14 | $956 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 14 | $956 | 0.00% | +14 | New |
| Smithfield Trust Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 15 | $1.02K | 0.00% | +3+25.0% | Added |
| Southern Michigan Bank & Trust | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 16 | $1.09K | 0.00% | +16 | New |
| DHJJ Financial Advisors, Ltd. | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $1.16K | 0.00% | +1+6.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 17 | $1.16K | 0.00% | +17 | New |
| Northwestern Mutual Wealth Management Co | 18 | $1.23K | 0.00% | −3−14.3% | Reduced |
| TD Waterhouse Canada Inc. | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $1.50K | 0.00% | +4+22.2% | Added |
| Bare Financial Services, Inc | 23 | $1.57K | 0.00% | +18+360.0% | Added |
| MV Capital Management, Inc. | 28 | $1.91K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 32 | $2.18K | 0.00% | −4−11.1% | Reduced |
| South State Corp. | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 32 | $2.19K | 0.00% | +31+3,100.0% | Added |
| Whittier Trust Co of Nevada Inc | 32 | $2.20K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 33 | $2.25K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 37 | $2.53K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 40 | $2.73K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $2.87K | 0.00% | +14+50.0% | Added |
| UMA Financial Services, Inc. | 43 | $2.94K | 0.00% | +10+30.3% | Added |
| Merrithew & Thorsten Inc | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 45 | $3.07K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 47 | $3.21K | 0.00% | +23+95.8% | Added |
| Tradewinds Capital Management, LLC | 50 | $3.41K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 53 | $3.62K | 0.00% | −37−41.1% | Reduced |
| Archer Investment Corp | 55 | $3.75K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 55 | $3.75K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 62 | $4.23K | 0.00% | −31−33.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 65 | $4.44K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 79 | $5.39K | 0.00% | −10−11.2% | Reduced |
| Ankerstar Wealth, LLC | 84 | $5.74K | 0.00% | −50−37.3% | Reduced |
| Smartleaf Asset Management LLC | 88 | $6.02K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 90 | $6.14K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 93 | $6.35K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 94 | $6.42K | 0.00% | +45+91.8% | Added |
| Fortitude Family Office, LLC | 99 | $6.76K | 0.00% | +99 | New |