| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $135 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $135 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 2 | $269 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $270 | 0.00% | −1,278−99.8% | Reduced |
| Continuum Advisory, LLC | 2 | $270 | 0.00% | −7−77.8% | Reduced |
| MPWM Advisory Solutions, LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $270 | 0.00% | +1+100.0% | Added |
| Private Wealth Asset Management, LLC | 2 | $270 | 0.00% | +2 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $404 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $405 | 0.00% | −2−40.0% | Reduced |
| AdvisorNet Financial, Inc | 3 | $405 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $405 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $432 | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $539 | 0.00% | +4 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $540 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 57 | $540 | 0.00% | +53+1,325.0% | Added |
| Valued Wealth Advisors LLC | 4 | $553 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $559 | 0.00% | +2+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 5 | $675 | 0.00% | −1,131−99.6% | Reduced |
| Chesapeake Asset Management LLC | 6 | $809 | 0.00% | +6 | New |
| TD Waterhouse Canada Inc. | 7 | $944 | 0.00% | −2,229−99.7% | Reduced |
| St. Johns Investment Management Company, LLC | 7 | $945 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $945 | 0.00% | +7 | New |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | −3,502−99.8% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 8 | $1.00K | 0.00% | +8 | New |
| Greenline Partners, LLC | 8 | $1.08K | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 10 | $1.35K | 0.00% | +3+42.9% | Added |
| Wealth Preservation Advisors, LLC | 10 | $1.35K | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 11 | $1.49K | 0.00% | +7+175.0% | Added |
| Sierra Ocean, LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.75K | 0.00% | +13 | New |
| Clean Yield Group | 14 | $1.89K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $1.89K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 14 | $1.89K | 0.00% | +14 | New |
| Colonial Trust Advisors | 14 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $2.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.16K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 18 | $2.43K | 0.00% | +18 | New |
| Aspect Partners, LLC | 18 | $2.43K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 19 | $2.56K | 0.00% | +19 | New |
| Murphy & Mullick Capital Management Corp | 20 | $2.70K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $2.74K | 0.00% | −18−94.7% | Reduced |
| Grove Bank & Trust | 22 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 23 | $3.10K | 0.00% | +1+4.5% | Added |
| Harbour Investments, Inc. | 25 | $3.37K | 0.00% | +4+19.0% | Added |
| CVA Family Office, LLC | 26 | $3.51K | 0.00% | +2+8.3% | Added |
| Prestige Wealth Management Group LLC | 27 | $3.64K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 28 | $3.78K | 0.00% | +24+600.0% | Added |
| Abound Wealth Management | 30 | $4.05K | 0.00% | −10−25.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 31 | $4.18K | 0.00% | +31 | New |
| Dunhill Financial, LLC | 33 | $4.43K | 0.00% | −4−10.8% | Reduced |
| Colonial Trust Co | 33 | $4.45K | 0.00% | −27−45.0% | Reduced |
| Bell Investment Advisors, Inc | 33 | $4.45K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 34 | $4.61K | 0.00% | +33+3,300.0% | Added |
| Anchor Investment Management, LLC | 35 | $4.72K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 35 | $4.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $4.72K | 0.00% | +35 | New |
| Beacon Capital Management, LLC | 35 | $4.75K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $4.86K | 0.00% | +5+16.1% | Added |
| Atlantic Trust, LLC | 36 | $4.86K | 0.00% | +36 | New |
| Kennebec Savings Bank | 38 | $5.13K | 0.01% | +38 | New |
| Fortitude Family Office, LLC | 40 | $5.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $6.75K | 0.00% | −5−9.1% | Reduced |
| Saudi Central Bank | 50 | $6.75K | 0.04% | +50 | New |
| Glass Jacobson Investment Advisors llc | 51 | $7.35K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 55 | $7.42K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $7.69K | 0.00% | +25+78.1% | Added |
| HHM Wealth Advisors, LLC | 60 | $8.10K | 0.00% | −5−7.7% | Reduced |
| CGC Financial Services, LLC | 65 | $8.77K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 65 | $8.77K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 66 | $8.91K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 69 | $9.31K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 73 | $9.85K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 70 | $10.0K | 0.00% | −10−12.5% | Reduced |
| SOA Wealth Advisors, LLC. | 75 | $10.2K | 0.00% | +75 | New |
| Stone House Investment Management, LLC | 76 | $10.3K | 0.00% | +76 | New |
| NewSquare Capital LLC | 79 | $10.7K | 0.00% | +77+3,850.0% | Added |
| GW&K Investment Management, LLC | 81 | $11.0K | 0.00% | −3−3.6% | Reduced |
| Hexagon Capital Partners LLC | 84 | $11.3K | 0.00% | −26−23.6% | Reduced |
| JFS Wealth Advisors, LLC | 86 | $11.6K | 0.00% | +4+4.9% | Added |
| Farmers & Merchants Investments Inc | 91 | $12.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 96 | $13.0K | 0.01% | +7+7.9% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $13.9K | 0.00% | +2+2.0% | Added |
| Salem Investment Counselors Inc | 107 | $14.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 108 | $14.6K | 0.00% | −157−59.2% | Reduced |
| Kozak & Associates, Inc. | 103 | $14.7K | 0.00% | +1+1.0% | Added |
| Johnson Financial Group, Inc. | 123 | $16.6K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 130 | $17.5K | 0.02% | +130 | New |
| SRS Capital Advisors, Inc. | 135 | $18.2K | 0.00% | −92−40.5% | Reduced |
| Bogart Wealth, LLC | 138 | $18.6K | 0.00% | +57+70.4% | Added |