| McClarren Financial Advisors, Inc. | 85 | $0 | 0.00% | +85 | New |
| Ameriflex Group, Inc. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $86 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $170 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 3 | $255 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $255 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $255 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 3 | $255 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $256 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $313 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $340 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 4 | $340 | 0.00% | +4 | New |
| Winnow Wealth LLC | 5 | $369 | 0.00% | +2+66.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $425 | 0.00% | −5−50.0% | Reduced |
| Rothschild Investment LLC | 5 | $425 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5 | $425 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5 | $425 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 5 | $425 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $426 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $465 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $510 | 0.00% | −40−87.0% | Reduced |
| North Capital, Inc. | 6 | $510 | 0.00% | +6 | New |
| Whittier Trust Co of Nevada Inc | 7 | $595 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $595 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $638 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 8 | $680 | 0.00% | +8 | New |
| Cromwell Holdings LLC | 8 | $680 | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 9 | $765 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 9 | $766 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $851 | 0.00% | +10 | New |
| Avion Wealth | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $1.11K | 0.00% | −3−18.8% | Reduced |
| Trust Co | 13 | $1.11K | 0.00% | +13 | New |
| Principal Securities, Inc. | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.36K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $1.37K | 0.00% | +16 | New |
| Anderson Financial Strategies, LLC | 18 | $1.57K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 19 | $1.62K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.62K | 0.00% | +4+26.7% | Added |
| Center for Financial Planning, Inc. | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 21 | $1.79K | 0.00% | +17+425.0% | Added |
| Geneos Wealth Management Inc. | 21 | $1.79K | 0.00% | +21 | New |
| Sandy Spring Bank | 21 | $1.79K | 0.00% | +21 | New |
| Sierra Ocean, LLC | 23 | $1.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $1.96K | 0.00% | +18+360.0% | Added |
| Flaharty Asset Management, LLC | 27 | $2.30K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 29 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $2.55K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 30 | $2.58K | 0.00% | −8−21.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 31 | $2.64K | 0.00% | +31 | New |
| True Wealth Design, LLC | 32 | $2.72K | 0.00% | +32 | New |
| Assetmark, Inc | 37 | $3.15K | 0.00% | −73−66.4% | Reduced |
| Union Bancaire Privee, UBP SA | 37 | $3.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 39 | $3.32K | 0.00% | +6+18.2% | Added |
| Bruce G. Allen Investments, LLC | 43 | $3.66K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 44 | $3.74K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $4.01K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 48 | $4.08K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 49 | $4.17K | 0.00% | −61−55.5% | Reduced |
| Fortis Group Advisors, LLC | 50 | $4.25K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 52 | $4.42K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 56 | $4.76K | 0.00% | −67−54.5% | Reduced |
| Pinnacle Bancorp, Inc. | 64 | $5.44K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 67 | $5.70K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 72 | $6.12K | 0.00% | +72 | New |
| Hurley Capital, LLC | 75 | $6.38K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 75 | $6.38K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $6.38K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 80 | $6.80K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 92 | $7.00K | 0.00% | +92 | New |
| Washington Trust Advisors, Inc. | 83 | $7.06K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 88 | $7.48K | 0.00% | −2,240−96.2% | Reduced |
| Farmers & Merchants Investments Inc | 88 | $7.48K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 88 | $7.49K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 97 | $8.25K | 0.00% | −59−37.8% | Reduced |
| JFS Wealth Advisors, LLC | 101 | $8.59K | 0.00% | +3+3.1% | Added |
| Parkside Financial Bank & Trust | 122 | $10.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 126 | $10.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 143 | $12.2K | 0.00% | −387−73.0% | Reduced |
| Private Trust Co NA | 147 | $12.5K | 0.00% | −70−32.3% | Reduced |
| Allworth Financial LP | 165 | $12.8K | 0.00% | +5+3.1% | Added |
| Northwestern Mutual Wealth Management Co | 164 | $13.9K | 0.00% | −20−10.9% | Reduced |
| Private Wealth Management Group, LLC | 180 | $15.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 196 | $16.0K | 0.00% | +38+24.1% | Added |
| Danske Bank A/S | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 209 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 209 | $17.8K | 0.01% | −58−21.7% | Reduced |
| Atlantic Trust, LLC | 215 | $18.3K | 0.00% | +30+16.2% | Added |
| Covestor Ltd | 232 | $20.0K | 0.01% | −23−9.0% | Reduced |
| Clear Street Markets LLC | 262 | $22.3K | 0.02% | +262 | New |
| LRI Investments, LLC | 281 | $23.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 289 | $24.6K | 0.00% | +289 | New |
| Mirae Asset Global Investments Co., Ltd. | 306 | $26.1K | 0.00% | +5+1.7% | Added |
| Crewe Advisors LLC | 312 | $26.5K | 0.00% | +35+12.6% | Added |
| Quest Partners LLC | 314 | $26.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 315 | $26.8K | 0.00% | +38+13.7% | Added |
| Parallel Advisors, LLC | 331 | $28.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 371 | $31.0K | 0.00% | +82+28.4% | Added |