| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $12 | 0.00% | −1−100.0% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $25 | 0.00% | −4−80.0% | Reduced |
| Creekmur Asset Management LLC | 2 | $51 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $76 | 0.00% | −789−99.6% | Reduced |
| Private Wealth Management Group, LLC | 4 | $101 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $101 | 0.00% | +4 | New |
| Bernard Wealth Management Corp. | 6 | $147 | 0.00% | +6 | New |
| Mather Group, LLC. | 6 | $152 | 0.00% | −15−71.4% | Reduced |
| Sandy Spring Bank | 7 | $177 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $202 | 0.00% | −18−69.2% | Reduced |
| American Capital Advisory, LLC | 8 | $202 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 11 | $276 | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 11 | $277 | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 11 | $278 | 0.00% | +11 | New |
| MPWM Advisory Solutions, LLC | 15 | $379 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 16 | $404 | 0.00% | +16 | New |
| MV Capital Management, Inc. | 19 | $480 | 0.00% | −2−9.5% | Reduced |
| First Horizon Advisors, Inc. | 19 | $480 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $480 | 0.00% | +19 | New |
| Hoey Investments, Inc | 20 | $505 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $531 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $538 | 0.00% | +21 | New |
| South State Corp. | 25 | $632 | 0.00% | +25 | New |
| WealthTrak Capital Management LLC | 25 | $632 | 0.00% | +25 | New |
| True Wealth Design, LLC | 28 | $707 | 0.00% | +28 | New |
| AdvisorNet Financial, Inc | 29 | $732 | 0.00% | +29 | New |
| Thompson Investment Management, Inc. | 33 | $833 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 33 | $834 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 35 | $884 | 0.00% | −177−83.5% | Reduced |
| Grove Bank & Trust | 35 | $884 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38 | $960 | 0.00% | 00.0% | Unchanged |
| City State Bank | 40 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 40 | $1.03K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 37 | $1.11K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 50 | $1.26K | 0.00% | −63−55.8% | Reduced |
| TD Private Client Wealth LLC | 59 | $1.49K | 0.00% | +9+18.0% | Added |
| Glass Jacobson Investment Advisors llc | 50 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $1.69K | 0.00% | +37+123.3% | Added |
| Global Wealth Strategies & Associates | 70 | $1.77K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 71 | $1.79K | 0.00% | +71 | New |
| Activest Wealth Management | 77 | $1.94K | 0.00% | +77 | New |
| Hemington Wealth Management | 93 | $2.00K | 0.00% | +5+5.7% | Added |
| Sound Income Strategies, LLC | 80 | $2.02K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 160 | $2.17K | 0.00% | +56+53.8% | Added |
| Atlantic Trust, LLC | 97 | $2.45K | 0.00% | +97 | New |
| Clearstead Advisors, LLC | 100 | $2.52K | 0.00% | −7−6.5% | Reduced |
| Danske Bank A/S | 100 | $2.52K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $2.52K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 100 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $2.55K | 0.00% | −4−3.8% | Reduced |
| N.E.W. Advisory Services LLC | 105 | $2.65K | 0.00% | +105 | New |
| Fortitude Family Office, LLC | 107 | $2.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 115 | $2.92K | 0.00% | −12−9.4% | Reduced |
| Motco | 120 | $3.03K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 130 | $3.28K | 0.00% | +130 | New |
| Winch Advisory Services, LLC | 132 | $3.33K | 0.00% | −154−53.8% | Reduced |
| Boyd Watterson Asset Management LLC | 132 | $3.33K | 0.00% | −22−14.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 136 | $3.44K | 0.00% | +1+0.7% | Added |
| Horrell Capital Management, Inc. | 147 | $3.71K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 150 | $3.79K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 161 | $4.07K | 0.00% | +161 | New |
| Spire Wealth Management | 165 | $4.17K | 0.00% | −5−2.9% | Reduced |
| Global Trust Asset Management, LLC | 166 | $4.19K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 168 | $4.24K | 0.00% | +94+127.0% | Added |
| JFS Wealth Advisors, LLC | 173 | $4.37K | 0.00% | −94−35.2% | Reduced |
| Richardson Capital Management LLC | 185 | $4.66K | 0.00% | +2+1.1% | Added |
| Private Wealth Asset Management, LLC | 190 | $4.80K | 0.00% | +190 | New |
| McIlrath & Eck, LLC | 192 | $4.85K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $5.05K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $5.05K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $5.05K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 222 | $5.61K | 0.00% | +88+65.7% | Added |
| Beacon Capital Management, LLC | 227 | $5.73K | 0.00% | +227 | New |
| Old Second National Bank of Aurora | 229 | $5.78K | 0.00% | +229 | New |
| Strategic Investment Solutions, Inc. | 235 | $5.93K | 0.00% | +2+0.9% | Added |
| Bruce G. Allen Investments, LLC | 235 | $5.93K | 0.00% | +6+2.6% | Added |
| Prudent Man Investment Management, Inc. | 200 | $6.03K | 0.00% | 00.0% | Unchanged |
| Amundi | 270 | $6.21K | 0.00% | +69+34.3% | Added |
| Hexagon Capital Partners LLC | 250 | $6.31K | 0.00% | −109−30.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 250 | $6.31K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 253 | $6.39K | 0.00% | −20−7.3% | Reduced |
| Barrett & Company, Inc. | 256 | $6.46K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 268 | $6.77K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 292 | $7.00K | 0.00% | +292 | New |
| Cape Investment Advisory, Inc. | 288 | $7.27K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 290 | $7.32K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 298 | $7.54K | 0.00% | +1+0.3% | Added |
| PFS Partners, LLC | 300 | $7.58K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 313 | $8.00K | 0.00% | +196+167.5% | Added |
| WPG Advisers, LLC | 338 | $8.54K | 0.01% | +233+221.9% | Added |
| North Star Investment Management Corp. | 340 | $8.59K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 355 | $8.96K | 0.00% | −43−10.8% | Reduced |
| MAI Capital Management | 358 | $9.04K | 0.00% | −350−49.4% | Reduced |
| Front Row Advisors LLC | 380 | $9.60K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 405 | $10.0K | 0.00% | +3+0.7% | Added |
| Luken Investment Analytics, LLC | 412 | $10.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 415 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 441 | $11.1K | 0.00% | +4+0.9% | Added |
| Future Financial Wealth Managment LLC | 456 | $11.5K | 0.01% | +3+0.7% | Added |
| First United Bank Trust | 460 | $11.6K | 0.00% | 00.0% | Unchanged |