| Quest Partners LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $43 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $128 | 0.00% | +3 | New |
| ORG Partners LLC | 3 | $132 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $170 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $212 | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $213 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $255 | 0.00% | +4+200.0% | Added |
| Sierra Ocean, LLC | 6 | $275 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $298 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $298 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $340 | 0.00% | +8 | New |
| Winnow Wealth LLC | 9 | $344 | 0.00% | +3+50.0% | Added |
| SBI Securities Co., Ltd. | 9 | $383 | 0.00% | +5+125.0% | Added |
| American Capital Advisory, LLC | 9 | $383 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 10 | $416 | 0.00% | +1+11.1% | Added |
| Carolinas Wealth Consulting LLC | 10 | $425 | 0.00% | +1+11.1% | Added |
| NVWM, LLC | 10 | $425 | 0.00% | +5+100.0% | Added |
| Larson Financial Group LLC | 10 | $425 | 0.00% | +10 | New |
| Key Financial Inc | 11 | $468 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $516 | 0.00% | +12 | New |
| TFC Financial Management | 13 | $554 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 16 | $681 | 0.00% | +16 | New |
| Provenance Wealth Advisors, LLC | 17 | $723 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 18 | $766 | 0.01% | +18 | New |
| Rise Advisors, LLC | 19 | $808 | 0.00% | +19 | New |
| Zions Bancorporation, National Association | 23 | $978 | 0.00% | +23 | New |
| Horizon Financial Services, LLC | 23 | $978 | 0.00% | +23 | New |
| Transamerica Financial Advisors, Inc. | 17 | $1.00K | 0.00% | −1,540−98.9% | Reduced |
| FNY Investment Advisers, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 24 | $1.02K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 25 | $1.06K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 25 | $1.06K | 0.00% | +25 | New |
| MV Capital Management, Inc. | 28 | $1.19K | 0.00% | +20+250.0% | Added |
| WealthTrak Capital Management LLC | 30 | $1.28K | 0.00% | +25+500.0% | Added |
| Leonteq Securities AG | 31 | $1.31K | 0.00% | −6,261−99.5% | Reduced |
| Global Financial Private Client, LLC | 32 | $1.36K | 0.00% | +23+255.6% | Added |
| Clearstead Advisors, LLC | 34 | $1.45K | 0.00% | −107−75.9% | Reduced |
| Valued Wealth Advisors LLC | 35 | $1.47K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $1.53K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $1.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 40 | $1.70K | 0.00% | +18+81.8% | Added |
| NewSquare Capital LLC | 44 | $1.87K | 0.00% | +1+2.3% | Added |
| Abound Wealth Management | 46 | $1.96K | 0.00% | +18+64.3% | Added |
| Trifecta Capital Advisors, LLC | 49 | $2.08K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 49 | $2.08K | 0.00% | +49 | New |
| Bell Investment Advisors, Inc | 55 | $2.34K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 56 | $2.38K | 0.00% | +56 | New |
| Addison Advisors LLC | 56 | $2.38K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 58 | $2.47K | 0.00% | +58 | New |
| Sandy Spring Bank | 62 | $2.63K | 0.00% | +1+1.6% | Added |
| Trust Co of Vermont | 62 | $2.64K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 64 | $2.71K | 0.00% | −4−5.9% | Reduced |
| Prestige Wealth Management Group LLC | 73 | $3.11K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 75 | $3.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $3.28K | 0.00% | +46+148.4% | Added |
| Fortitude Family Office, LLC | 81 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 88 | $3.74K | 0.00% | −1−1.1% | Reduced |
| Manchester Capital Management LLC | 91 | $3.87K | 0.00% | +9+11.0% | Added |
| Cornerstone Planning Group LLC | 98 | $4.13K | 0.00% | +98 | New |
| Cullen/Frost Bankers, Inc. | 100 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 100 | $4.25K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 102 | $4.34K | 0.02% | +102 | New |
| Activest Wealth Management | 114 | $4.85K | 0.00% | +114 | New |
| NBC Securities, Inc. | 130 | $5.00K | 0.00% | +130 | New |
| Private Wealth Management Group, LLC | 121 | $5.15K | 0.00% | +77+175.0% | Added |
| South State Corp. | 125 | $5.32K | 0.00% | +125 | New |
| Parvin Asset Management, LLC | 125 | $5.32K | 0.01% | +125 | New |
| Harbour Investments, Inc. | 142 | $6.04K | 0.00% | +132+1,320.0% | Added |
| Frazier Financial Advisors, LLC | 144 | $6.13K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 157 | $6.68K | 0.00% | +157 | New |
| Massmutual Trust Co FSB | 162 | $6.89K | 0.00% | +41+33.9% | Added |
| HighMark Wealth Management LLC | 163 | $6.92K | 0.00% | +1+0.6% | Added |
| Millstone Evans Group, LLC | 173 | $7.36K | 0.00% | +173 | New |
| Hexagon Capital Partners LLC | 181 | $7.70K | 0.00% | −32−15.0% | Reduced |
| Bayforest Capital Ltd | 188 | $8.00K | 0.00% | −4,392−95.9% | Reduced |
| Farmers & Merchants Investments Inc | 188 | $8.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 188 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 189 | $8.04K | 0.00% | +189 | New |
| Close Asset Management Ltd | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 220 | $9.36K | 0.00% | +72+48.6% | Added |
| Ogorek Anthony Joseph | 247 | $10.0K | 0.00% | +247 | New |
| Harbor Investment Advisory, LLC | 250 | $10.6K | 0.00% | −750−75.0% | Reduced |
| Cromwell Holdings LLC | 268 | $11.4K | 0.01% | −474−63.9% | Reduced |
| Legacy Wealth Managment, LLC | 271 | $11.5K | 0.01% | +271 | New |
| Atlantic Trust, LLC | 273 | $11.6K | 0.00% | +273 | New |
| North Star Investment Management Corp. | 288 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 331 | $14.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 337 | $14.3K | 0.00% | +337 | New |
| Transce3nd, LLC | 349 | $14.8K | 0.01% | −1−0.3% | Reduced |
| Painted Porch Advisors LLC | 350 | $14.9K | 0.01% | +350 | New |
| Whittier Trust Co of Nevada Inc | 357 | $15.2K | 0.00% | +39+12.3% | Added |
| True Wealth Design, LLC | 361 | $15.4K | 0.01% | +4+1.1% | Added |
| Hemington Wealth Management | 401 | $17.0K | 0.00% | +157+64.3% | Added |
| TD Private Client Wealth LLC | 414 | $17.6K | 0.00% | −13−3.0% | Reduced |
| Motco | 430 | $18.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 467 | $19.9K | 0.02% | +17+3.8% | Added |
| Altshuler Shaham Ltd | 487 | $20.7K | 0.00% | −170−25.9% | Reduced |