| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 0 | $21 | 0.00% | 0 | Unchanged |
| CoreCap Advisors, LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $174 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $174 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $176 | 0.00% | +1 | New |
| TD Capital Management LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 4 | $692 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $869 | 0.00% | +3+150.0% | Added |
| Glen Eagle Advisors, LLC | 5 | $869 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $869 | 0.00% | +5 | New |
| WPG Advisers, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $1.04K | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.04K | 0.00% | +5+500.0% | Added |
| SBI Securities Co., Ltd. | 7 | $1.22K | 0.00% | −3−30.0% | Reduced |
| Creative Financial Designs Inc | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.22K | 0.00% | +7 | New |
| Fifth Third Bancorp | 8 | $1.39K | 0.00% | −910−99.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $1.56K | 0.00% | −48−84.2% | Reduced |
| Creative Capital Management Investments LLC | 9 | $1.56K | 0.00% | +9 | New |
| Purpose Unlimited Inc. | 10 | $1.74K | 0.00% | −10−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 11 | $1.91K | 0.00% | +11 | New |
| Caldwell Sutter Capital, Inc. | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 12 | $2.08K | 0.00% | +11+1,100.0% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $2.08K | 0.00% | +12 | New |
| Smartleaf Asset Management LLC | 13 | $2.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $2.26K | 0.00% | +7+116.7% | Added |
| Maryland Capital Advisors Inc. | 16 | $2.78K | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 17 | $2.95K | 0.00% | +10+142.9% | Added |
| CX Institutional | 20 | $3.00K | 0.00% | −60−75.0% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $3.13K | 0.00% | +17+1,700.0% | Added |
| Ameritas Advisory Services, LLC | 18 | $3.13K | 0.00% | +18 | New |
| Financial Network Wealth Advisors LLC | 19 | $3.30K | 0.00% | −8−29.6% | Reduced |
| GoalVest Advisory LLC | 19 | $3.30K | 0.00% | +19 | New |
| Continuum Advisory, LLC | 20 | $3.47K | 0.00% | +20 | New |
| Cornerstone Financial Management LLC | 21 | $3.65K | 0.00% | +21 | New |
| Rossby Financial, LCC | 23 | $4.00K | 0.00% | −27−54.0% | Reduced |
| Medallion Wealth Advisors, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $4.00K | 0.00% | +11+91.7% | Added |
| Pacer Advisors, Inc. | 21 | $4.00K | 0.00% | +21 | New |
| TD Waterhouse Canada Inc. | 25 | $4.38K | 0.00% | −77−75.5% | Reduced |
| Action Point Financial Planning, LLC | 33 | $5.04K | 0.00% | +33 | New |
| Morton Brown Family Wealth, LLC | 30 | $5.21K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 36 | $6.25K | 0.00% | +36 | New |
| LRI Investments, LLC | 38 | $6.60K | 0.00% | −289−88.4% | Reduced |
| Fourth Dimension Wealth, LLC | 38 | $6.60K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 43 | $7.47K | 0.00% | +1+2.4% | Added |
| StrongBox Wealth, LLC | 43 | $7.47K | 0.00% | +43 | New |
| KBC Group NV | 44 | $8.00K | 0.00% | +44 | New |
| Alerus Financial NA | 48 | $8.34K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 48 | $8.55K | 0.00% | +48 | New |
| Citizens National Bank Trust Department | 50 | $8.69K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 52 | $9.03K | 0.00% | +52 | New |
| Kayne Anderson Rudnick Investment Management LLC | 58 | $10.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 59 | $10.2K | 0.00% | +18+43.9% | Added |
| ZRC Wealth Management, LLC | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 69 | $12.0K | 0.00% | +69 | New |
| Trust Co of Vermont | 70 | $12.2K | 0.00% | +70 | New |
| J.Safra Asset Management Corp | 85 | $14.8K | 0.00% | +17+25.0% | Added |
| Cullen/Frost Bankers, Inc. | 92 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $16.7K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 100 | $17.4K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 100 | $17.4K | 0.00% | +100 | New |
| Evelyn Partners Group Ltd | 100 | $17.4K | 0.00% | +100 | New |
| Mather Group, LLC. | 107 | $18.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 111 | $19.3K | 0.01% | +111 | New |
| Hantz Financial Services, Inc. | 117 | $20.0K | 0.00% | −34−22.5% | Reduced |
| First National Bank | 124 | $21.5K | 0.01% | +124 | New |
| EverSource Wealth Advisors, LLC | 126 | $21.9K | 0.00% | +48+61.5% | Added |
| IFP Advisors, Inc | 129 | $22.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 129 | $22.4K | 0.01% | +129 | New |
| UBS Asset Management Americas Inc | 132 | $22.9K | 0.00% | −16,432−99.2% | Reduced |
| Loomis Sayles & Co L P | 143 | $24.8K | 0.00% | −8,522−98.3% | Reduced |
| Larson Financial Group LLC | 149 | $25.9K | 0.00% | −4−2.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 150 | $26.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 157 | $27.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 161 | $28.0K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 163 | $28.3K | 0.00% | −25−13.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 170 | $29.5K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 200 | $34.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 267 | $46.4K | 0.00% | +76+39.8% | Added |
| First Horizon Corp | 281 | $48.8K | 0.00% | +52+22.7% | Added |
| Abound Financial, LLC | 299 | $51.9K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 303 | $52.6K | 0.00% | −172−36.2% | Reduced |
| Advisors Asset Management, Inc. | 311 | $54.0K | 0.00% | −113−26.7% | Reduced |
| Basecamp Wealth Advisors LLC | 328 | $57.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 371 | $64.4K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 375 | $65.1K | 0.00% | +375 | New |
| Signaturefd, LLC | 388 | $67.4K | 0.00% | +190+96.0% | Added |
| Vanguard Global Advisers, LLC | 390 | $67.7K | 0.00% | −47−10.8% | Reduced |
| GAMMA Investing LLC | 391 | $67.9K | 0.00% | +69+21.4% | Added |
| The PNC Financial Services Group, Inc. | 533 | $92.6K | 0.00% | +88+19.8% | Added |
| Smithfield Trust Co | 559 | $97.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 561 | $97.5K | 0.00% | −183−24.6% | Reduced |
| Bangor Savings Bank | 598 | $103.9K | 0.01% | 00.0% | Unchanged |