| Total Investment Management Inc | 1 | $144 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $144 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $144 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $287 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $287 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $356 | 0.00% | −18−90.0% | Reduced |
| Rakuten Securities, Inc. | 3 | $431 | 0.00% | −2−40.0% | Reduced |
| Rise Advisors, LLC | 3 | $431 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $431 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $573 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $574 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $574 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $574 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $575 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $575 | 0.00% | +4 | New |
| Garde Capital, Inc. | 5 | $718 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $718 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $718 | 0.00% | +2+66.7% | Added |
| Quaker Wealth Management, LLC | 5 | $718 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $861 | 0.00% | +3+100.0% | Added |
| HFM Investment Advisors, LLC | 6 | $862 | 0.00% | +3+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $862 | 0.00% | +6 | New |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 12 | $1.00K | 0.00% | +7+140.0% | Added |
| WealthTrak Capital Management LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $1.01K | 0.00% | −4−36.4% | Reduced |
| ORG Partners LLC | 7 | $1.06K | 0.00% | −53−88.3% | Reduced |
| UMA Financial Services, Inc. | 8 | $1.15K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $1.29K | 0.00% | +5+125.0% | Added |
| Bell Investment Advisors, Inc | 10 | $1.44K | 0.00% | −12−54.5% | Reduced |
| Grove Bank & Trust | 10 | $1.44K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 15 | $2.15K | 0.00% | −16−51.6% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 15 | $2.15K | 0.00% | +15 | New |
| DT Investment Partners, LLC | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 16 | $2.30K | 0.00% | −13−44.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $2.30K | 0.00% | +1+6.7% | Added |
| Bruce G. Allen Investments, LLC | 16 | $2.30K | 0.00% | +16 | New |
| Howard Hughes Medical Institute | 17 | $2.44K | 0.00% | +17 | New |
| Tortoise Investment Management, LLC | 18 | $2.58K | 0.00% | +10+125.0% | Added |
| GWM Advisors LLC | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 23 | $3.29K | 0.00% | +23 | New |
| South State Corp. | 24 | $3.45K | 0.00% | +10+71.4% | Added |
| Cary Street Partners Financial LLC | 25 | $3.59K | 0.00% | +25 | New |
| Semmax Financial Advisors Inc. | 26 | $3.68K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 28 | $4.02K | 0.00% | −3−9.7% | Reduced |
| City State Bank | 30 | $4.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $4.31K | 0.00% | +14+87.5% | Added |
| Bare Financial Services, Inc | 30 | $4.31K | 0.00% | +26+650.0% | Added |
| Asset Dedication, LLC | 31 | $4.45K | 0.00% | −2−6.1% | Reduced |
| Trust Co of Vermont | 32 | $4.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $4.74K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 35 | $5.03K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 35 | $5.03K | 0.00% | +35 | New |
| Frazier Financial Advisors, LLC | 39 | $5.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 40 | $5.74K | 0.00% | −54−57.4% | Reduced |
| Archer Investment Corp | 42 | $6.03K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 45 | $6.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $6.46K | 0.00% | +11+32.4% | Added |
| Eastern Bank | 47 | $6.75K | 0.00% | −11,316−99.6% | Reduced |
| Spire Wealth Management | 47 | $6.78K | 0.00% | −80−63.0% | Reduced |
| Capital Advisors, Ltd. LLC | 46 | $7.00K | 0.00% | +38+475.0% | Added |
| Quest 10 Wealth Builders, Inc. | 49 | $7.04K | 0.01% | −1−2.0% | Reduced |
| Country Trust Bank | 50 | $7.18K | 0.00% | +50 | New |
| Clear Street Markets LLC | 53 | $7.61K | 0.00% | −144−73.1% | Reduced |
| Golden State Wealth Management, LLC | 54 | $7.75K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 58 | $8.00K | 0.00% | +15+34.9% | Added |
| Sunbelt Securities, Inc. | 50 | $8.53K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 66 | $9.00K | 0.00% | −7−9.6% | Reduced |
| Sierra Ocean, LLC | 65 | $9.35K | 0.01% | +31+91.2% | Added |
| Private Wealth Management Group, LLC | 76 | $10.9K | 0.00% | +76 | New |
| Manchester Capital Management LLC | 77 | $11.1K | 0.00% | +27+54.0% | Added |
| First Horizon Advisors, Inc. | 81 | $11.6K | 0.00% | +59+268.2% | Added |
| New Millennium Group LLC | 82 | $11.8K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 90 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 91 | $13.0K | 0.00% | +10+12.3% | Added |
| Creative Financial Designs Inc | 117 | $16.8K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 119 | $17.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 121 | $17.6K | 0.00% | −120−49.8% | Reduced |
| Geneos Wealth Management Inc. | 123 | $17.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 128 | $18.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 132 | $19.0K | 0.00% | +119+915.4% | Added |
| Cromwell Holdings LLC | 136 | $19.5K | 0.01% | −72−34.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 138 | $19.8K | 0.00% | +138 | New |
| Whittier Trust Co of Nevada Inc | 139 | $20.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 142 | $20.4K | 0.00% | +79+125.4% | Added |
| Hantz Financial Services, Inc. | 144 | $21.0K | 0.00% | +144 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 149 | $21.4K | 0.00% | +108+263.4% | Added |
| Global Retirement Partners, LLC | 153 | $22.0K | 0.00% | +153 | New |
| Parkside Financial Bank & Trust | 159 | $22.8K | 0.00% | −23−12.6% | Reduced |
| Capital A Wealth Management, LLC | 125 | $25.0K | 0.28% | +125 | New |
| TD Private Client Wealth LLC | 181 | $26.0K | 0.00% | −149−45.2% | Reduced |
| CIBC Private Wealth Group, LLC | 181 | $26.0K | 0.00% | −160−46.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 183 | $26.3K | 0.01% | −11−5.7% | Reduced |
| Private Trust Co NA | 202 | $29.0K | 0.00% | +74+57.8% | Added |
| Onefund, LLC | 215 | $31.0K | 0.02% | +215 | New |
| Burkett Financial Services, LLC | 216 | $31.0K | 0.01% | +1+0.5% | Added |
| Harbour Investments, Inc. | 218 | $31.3K | 0.00% | +8+3.8% | Added |
| Assetmark, Inc | 223 | $32.0K | 0.00% | +180+418.6% | Added |