| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $209 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $341 | 0.00% | −1−50.0% | Reduced |
| Wolff Wiese Magana LLC | 1 | $341 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 1 | $341 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $341 | 0.00% | +1 | New |
| Investment Counsel Co of Nevada | 1 | $341 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $360 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $682 | 0.00% | −1−33.3% | Reduced |
| Asset Dedication, LLC | 2 | $682 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $682 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2 | $682 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $682 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $682 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $682 | 0.00% | +2 | New |
| Kestra Investment Management, LLC | 2 | $686 | 0.00% | +2 | New |
| Montag A & Associates Inc | 3 | $948 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 3 | $1.02K | 0.00% | +3 | New |
| Sachetta, LLC | 4 | $1.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.36K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 4 | $1.36K | 0.00% | +4 | New |
| Newbridge Financial Services Group, Inc. | 4 | $1.37K | 0.00% | +4 | New |
| Caldwell Sutter Capital, Inc. | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $1.71K | 0.00% | +5 | New |
| Missouri Trust & Investment Co | 5 | $1.71K | 0.00% | +5 | New |
| New Wave Wealth Advisors LLC | 5 | $1.71K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $2.05K | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $2.05K | 0.00% | +6 | New |
| TD Capital Management LLC | 6 | $2.07K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 7 | $2.39K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.39K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 8 | $2.73K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 8 | $2.73K | 0.00% | +7+700.0% | Added |
| Bank of Jackson Hole Trust | 8 | $2.73K | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $2.80K | 0.00% | +7+700.0% | Added |
| Concord Wealth Partners | 9 | $3.07K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $3.39K | 0.00% | +2+25.0% | Added |
| Beacon Capital Management, LLC | 10 | $3.41K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 10 | $3.41K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 10 | $3.41K | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 10 | $3.41K | 0.00% | −11−52.4% | Reduced |
| Manchester Capital Management LLC | 10 | $3.41K | 0.00% | +1+11.1% | Added |
| Altshuler Shaham Ltd | 11 | $3.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $3.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $3.75K | 0.00% | +9+450.0% | Added |
| Chesapeake Asset Management LLC | 11 | $3.75K | 0.00% | +11 | New |
| GPS Wealth Strategies Group, LLC | 14 | $4.77K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $4.77K | 0.00% | +14 | New |
| Edmond de Rothschild Holding S.A. | 16 | $5.46K | 0.00% | −87−84.5% | Reduced |
| Northwest Capital Management Inc | 17 | $5.80K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 17 | $5.80K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $6.11K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $6.14K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 18 | $6.14K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $6.14K | 0.00% | +18 | New |
| TCTC Holdings, LLC | 19 | $6.48K | 0.00% | +19 | New |
| Delta Asset Management LLC | 20 | $6.82K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $7.50K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 23 | $7.84K | 0.00% | −248−91.5% | Reduced |
| Webster Bank, N. A. | 25 | $8.52K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 25 | $8.52K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 25 | $8.52K | 0.00% | +25 | New |
| Harbour Investments, Inc. | 25 | $8.53K | 0.00% | −3−10.7% | Reduced |
| C M Bidwell & Associates Ltd | 26 | $8.86K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $9.00K | 0.00% | +4+17.4% | Added |
| Farmers & Merchants Investments Inc | 27 | $9.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 29 | $9.89K | 0.00% | −12−29.3% | Reduced |
| Covestor Ltd | 30 | $10.0K | 0.01% | −1−3.2% | Reduced |
| West Branch Capital LLC | 30 | $10.2K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 31 | $10.6K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 35 | $11.4K | 0.00% | +3+9.4% | Added |
| Citizens National Bank Trust Department | 35 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 35 | $12.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $12.3K | 0.00% | +1+2.9% | Added |
| Bruce G. Allen Investments, LLC | 37 | $12.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 37 | $12.6K | 0.00% | +2+5.7% | Added |
| Quent Capital, LLC | 37 | $12.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 38 | $13.0K | 0.00% | −3−7.3% | Reduced |
| Bell Investment Advisors, Inc | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 38 | $13.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 40 | $13.6K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 41 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 41 | $14.0K | 0.00% | +41 | New |
| ORG Partners LLC | 46 | $15.7K | 0.00% | −9−16.4% | Reduced |
| Trust Co of Vermont | 46 | $15.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 48 | $16.0K | 0.00% | +4+9.1% | Added |
| Central Pacific Bank - Trust Division | 51 | $17.4K | 0.00% | +51 | New |
| TD Waterhouse Canada Inc. | 53 | $18.1K | 0.00% | +50+1,666.7% | Added |
| Abound Wealth Management | 53 | $18.1K | 0.01% | −1−1.9% | Reduced |
| IFP Advisors, Inc | 55 | $18.9K | 0.00% | +15+37.5% | Added |
| Centerpoint Advisors, LLC | 55 | $19.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 59 | $20.1K | 0.00% | +2+3.5% | Added |
| North Star Investment Management Corp. | 60 | $20.5K | 0.00% | +60 | New |
| GeoWealth Management, LLC | 64 | $21.8K | 0.00% | 00.0% | Unchanged |