| Halbert Hargrove Global Advisors, LLC | 0 | $16 | 0.00% | 0 | New |
| Activest Wealth Management | 1 | $100 | 0.00% | +1 | New |
| High Note Wealth, LLC | 2 | $201 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $201 | 0.00% | +2 | New |
| NBC Securities, Inc. | 2 | $210 | 0.02% | −2,049−99.9% | Reduced |
| Wolff Wiese Magana LLC | 5 | $502 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $502 | 0.00% | +5 | New |
| RE Dickinson Investment Advisors, LLC | 7 | $700 | 0.00% | +7 | New |
| Mainstream Capital Management LLC | 7 | $703 | 0.00% | +7 | New |
| WealthTrak Capital Management LLC | 10 | $1.00K | 0.00% | +10 | New |
| Riverview Trust Co | 11 | $1.10K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $1.10K | 0.00% | +11 | New |
| Whittier Trust Co of Nevada Inc | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 12 | $1.21K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13 | $1.30K | 0.00% | +11+550.0% | Added |
| Core Alternative Capital | 14 | $1.41K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 14 | $1.41K | 0.00% | +14 | New |
| Financial Network Wealth Advisors LLC | 15 | $1.51K | 0.00% | −584−97.5% | Reduced |
| Principia Wealth Advisory, LLC | 16 | $1.61K | 0.00% | +16 | New |
| BOK Financial Private Wealth, Inc. | 16 | $1.61K | 0.00% | −62−79.5% | Reduced |
| Golden State Wealth Management, LLC | 17 | $1.71K | 0.00% | +17 | New |
| NVWM, LLC | 17 | $1.71K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 13 | $1.85K | 0.00% | +13 | New |
| Glass Jacobson Investment Advisors llc | 19 | $1.91K | 0.00% | +19 | New |
| CBIZ Investment Advisory Services, LLC | 23 | $2.31K | 0.00% | −97−80.8% | Reduced |
| Aspect Partners, LLC | 23 | $2.31K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $2.41K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 25 | $2.51K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 29 | $2.91K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $3.00K | 0.00% | +29 | New |
| Clark Wealth Partners | 31 | $3.11K | 0.00% | +31 | New |
| Holos Integrated Wealth LLC | 32 | $3.21K | 0.00% | +32 | New |
| Jackson, Grant Investment Advisers, Inc. | 33 | $3.31K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 33 | $3.31K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 33 | $3.31K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 36 | $3.61K | 0.00% | +36 | New |
| TFC Financial Management | 36 | $3.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $3.80K | 0.00% | +15+65.2% | Added |
| Frazier Financial Advisors, LLC | 38 | $3.85K | 0.00% | +1+2.7% | Added |
| Pineridge Advisors LLC | 53 | $5.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 54 | $5.42K | 0.00% | +38+237.5% | Added |
| Cetera Trust Company, N.A | 56 | $5.62K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 56 | $5.62K | 0.00% | +9+19.1% | Added |
| Dakota Community Bank & Trust NA | 66 | $6.63K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 74 | $7.36K | 0.00% | +74 | New |
| First Community Trust NA | 75 | $7.53K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 75 | $7.53K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 76 | $7.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $7.73K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 78 | $7.80K | 0.00% | +13+20.0% | Added |
| Delta Asset Management LLC | 83 | $8.33K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 87 | $8.73K | 0.00% | +11+14.5% | Added |
| Synergy Financial Management, LLC | 97 | $8.84K | 0.00% | +97 | New |
| Dunhill Financial, LLC | 89 | $8.91K | 0.00% | +3+3.5% | Added |
| Curio Wealth, LLC | 93 | $9.34K | 0.01% | +93 | New |
| Redwood Park Advisors LLC | 94 | $9.44K | 0.01% | +94 | New |
| DHJJ Financial Advisors, Ltd. | 98 | $9.84K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 100 | $10.0K | 0.01% | +100 | New |
| New Millennium Group LLC | 101 | $10.1K | 0.01% | +1+1.0% | Added |
| Addison Advisors LLC | 102 | $10.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 107 | $10.7K | 0.01% | +1+0.9% | Added |
| Birchbrook, Inc. | 107 | $10.7K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 108 | $10.8K | 0.01% | +108 | New |
| Hager Investment Management Services, LLC | 109 | $10.9K | 0.01% | +109 | New |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 110 | $11.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 112 | $11.2K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 115 | $11.5K | 0.01% | +115 | New |
| University of Texas/Texas Am Investment Managment Co | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 121 | $12.1K | 0.01% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 127 | $12.8K | 0.03% | +127 | New |
| BFSG, LLC | 134 | $13.4K | 0.00% | +1+0.8% | Added |
| NewSquare Capital LLC | 138 | $13.9K | 0.00% | +23+20.0% | Added |
| First Command Advisory Services, Inc. | 143 | $14.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $15.1K | 0.00% | −80−34.8% | Reduced |
| 10Elms LLP | – | $15.1K | 0.02% | – | New |
| Mowery & Schoenfeld Wealth Management, LLC | 152 | $15.3K | 0.03% | +152 | New |
| Insight Financial Services | 155 | $15.6K | 0.01% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 155 | $15.6K | 0.01% | +155 | New |
| Valued Wealth Advisors LLC | 161 | $16.2K | 0.01% | −6−3.6% | Reduced |
| Rakuten Securities, Inc. | 167 | $16.8K | 0.01% | +18+12.1% | Added |
| Pacific Center for Financial Services | 183 | $18.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 192 | $19.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 193 | $19.3K | 0.00% | +2+1.0% | Added |
| LMR Partners LLP | 193 | $19.4K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 240 | $19.6K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 197 | $19.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 199 | $20.0K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 200 | $20.1K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 215 | $21.6K | 0.01% | +215 | New |
| JNBA Financial Advisors | 219 | $22.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 245 | $24.6K | 0.00% | +43+21.3% | Added |
| Park Place Capital Corp | 246 | $24.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 248 | $24.9K | 0.01% | +18+7.8% | Added |
| Cyrus J. Lawrence, LLC | 250 | $25.0K | 0.00% | +100+66.7% | Added |
| Logan Capital Management Inc | 250 | $25.1K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 251 | $25.2K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 271 | $27.2K | 0.01% | 00.0% | Unchanged |