| Halbert Hargrove Global Advisors, LLC | 1 | $43 | 0.00% | +1 | New |
| Birchbrook, Inc. | 1 | $43 | 0.00% | +1 | New |
| Banque Transatlantique SA | 2 | $86 | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 2 | $86 | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 2 | $93 | 0.00% | −2−50.0% | Reduced |
| High Note Wealth, LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 5 | $214 | 0.00% | −125−96.2% | Reduced |
| WealthTrak Capital Management LLC | 5 | $214 | 0.00% | −10−66.7% | Reduced |
| West Branch Capital LLC | 5 | $214 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $214 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $214 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $257 | 0.00% | +6 | New |
| Crewe Advisors LLC | 7 | $300 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 8 | $309 | 0.00% | +3+60.0% | Added |
| VSM Wealth Advisory, LLC | 9 | $385 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 10 | $428 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $428 | 0.00% | +10 | New |
| Brown, Lisle/Cummings, Inc. | 11 | $471 | 0.00% | +11 | New |
| Distillate Capital Partners LLC | 14 | $599 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 15 | $642 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $642 | 0.00% | +10+200.0% | Added |
| NewSquare Capital LLC | 16 | $685 | 0.00% | +7+77.8% | Added |
| Provenance Wealth Advisors, LLC | 17 | $728 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $728 | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 17 | $744 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $770 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $770 | 0.00% | +18 | New |
| Riggs Asset Managment Co. Inc. | 18 | $771 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $813 | 0.00% | +19 | New |
| Highline Wealth Partners LLC | 19 | $813 | 0.00% | +19 | New |
| Sachetta, LLC | 19 | $814 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 43 | $1.00K | 0.00% | +43 | New |
| South State Corp. | 25 | $1.07K | 0.00% | +25 | New |
| Mather Group, LLC. | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $1.17K | 0.00% | −2−6.9% | Reduced |
| Legacy Wealth Managment, LLC | 28 | $1.20K | 0.00% | −2−6.7% | Reduced |
| Nemes Rush Group LLC | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 30 | $1.30K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 38 | $1.63K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 39 | $1.67K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $1.71K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 41 | $1.75K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $1.80K | 0.00% | −28−40.0% | Reduced |
| Global Financial Private Client, LLC | 45 | $1.93K | 0.00% | +29+181.3% | Added |
| Capital Advisors, Ltd. LLC | 50 | $2.00K | 0.00% | −114−69.5% | Reduced |
| Ogorek Anthony Joseph | 66 | $2.00K | 0.00% | +66 | New |
| Westside Investment Management, Inc. | 50 | $2.14K | 0.00% | −266−84.2% | Reduced |
| SJS Investment Consulting Inc. | 51 | $2.18K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 53 | $2.27K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 54 | $2.31K | 0.00% | −5−8.5% | Reduced |
| Prudent Man Investment Management, Inc. | 58 | $2.35K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59 | $2.53K | 0.00% | +19+47.5% | Added |
| Stone House Investment Management, LLC | 61 | $2.62K | 0.00% | +61 | New |
| Central Trust Co | 76 | $3.25K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 76 | $3.25K | 0.00% | +76 | New |
| Estabrook Capital Management | 80 | $3.42K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 85 | $3.64K | 0.00% | +85 | New |
| Whipplewood Advisors, LLC | 64 | $3.72K | 0.00% | −23−26.4% | Reduced |
| BFSG, LLC | 89 | $3.81K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $3.85K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 100 | $4.28K | 0.00% | +100 | New |
| Private Wealth Asset Management, LLC | 100 | $4.28K | 0.00% | +100 | New |
| FSA Wealth Management LLC | 102 | $4.36K | 0.00% | +1+1.0% | Added |
| Saudi Central Bank | 102 | $4.37K | 0.02% | +102 | New |
| Assetmark, Inc | 102 | $4.38K | 0.00% | +19+22.9% | Added |
| Aventura Private Wealth, LLC | 106 | $4.54K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 111 | $4.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 144 | $4.85K | 0.00% | +144 | New |
| First Horizon Advisors, Inc. | 116 | $4.96K | 0.00% | +3+2.7% | Added |
| Retirement Wealth Solutions LLC | 134 | $5.74K | 0.00% | +134 | New |
| Huntington National Bank | 158 | $6.76K | 0.00% | −3−1.9% | Reduced |
| Private Wealth Management Group, LLC | 174 | $7.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 185 | $7.92K | 0.00% | +85+85.0% | Added |
| JFS Wealth Advisors, LLC | 203 | $8.69K | 0.00% | −7−3.3% | Reduced |
| IFP Advisors, Inc | 203 | $8.70K | 0.00% | −240−54.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 206 | $8.81K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 210 | $8.99K | 0.00% | −1−0.5% | Reduced |
| Hemington Wealth Management | 220 | $9.00K | 0.00% | +76+52.8% | Added |
| Bruce G. Allen Investments, LLC | 216 | $9.24K | 0.01% | +20+10.2% | Added |
| Brown Brothers Harriman & Co | 220 | $9.42K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 238 | $10.2K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 240 | $10.3K | 0.00% | +240 | New |
| Larson Financial Group LLC | 247 | $10.6K | 0.00% | −309−55.6% | Reduced |
| Optiver Holding B.V. | 265 | $11.3K | 0.00% | −713−72.9% | Reduced |
| TD Private Client Wealth LLC | 266 | $11.4K | 0.00% | +226+565.0% | Added |
| Fortitude Family Office, LLC | 279 | $11.9K | 0.00% | −15−5.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 284 | $12.2K | 0.00% | −2−0.7% | Reduced |
| CoreCap Advisors, LLC | 292 | $12.5K | 0.00% | +280+2,333.3% | Added |
| Miller Wealth Advisors, LLC | 332 | $14.2K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 347 | $14.9K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 357 | $15.3K | 0.00% | +357 | New |
| ZRC Wealth Management, LLC | 371 | $15.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 412 | $17.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 420 | $18.0K | 0.00% | +420 | New |
| MAI Capital Management | 426 | $18.2K | 0.00% | −21−4.7% | Reduced |
| Versant Capital Management, Inc | 437 | $18.7K | 0.00% | +197+82.1% | Added |
| Matrix Trust Co | 447 | $19.0K | 0.00% | −31−6.5% | Reduced |
| Altshuler Shaham Ltd | 451 | $19.3K | 0.00% | −157−25.8% | Reduced |
| Hexagon Capital Partners LLC | 466 | $19.9K | 0.00% | +47+11.2% | Added |