| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $185 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $295 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $318 | 0.00% | −10−90.9% | Reduced |
| Carolinas Wealth Consulting LLC | 1 | $318 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $318 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $318 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1 | $318 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $318 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $318 | 0.00% | +1 | New |
| Horizon Financial Services, LLC | 1 | $318 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $318 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $318 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $319 | 0.00% | −1−50.0% | Reduced |
| Investment Counsel Co of Nevada | 1 | $319 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $319 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $319 | 0.00% | +1 | New |
| Aventura Private Wealth, LLC | 1 | $320 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $627 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $637 | 0.00% | −206−99.0% | Reduced |
| Asset Dedication, LLC | 2 | $637 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $637 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $637 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $637 | 0.00% | +2 | New |
| Montag A & Associates Inc | 3 | $885 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $928 | 0.00% | +2+200.0% | Added |
| Greenline Partners, LLC | 3 | $955 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 3 | $955 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $955 | 0.02% | +3 | New |
| TFC Financial Management | 3 | $956 | 0.00% | −2−40.0% | Reduced |
| Crowley Wealth Management, Inc. | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $1.59K | 0.00% | −6−54.5% | Reduced |
| Lowe Wealth Advisors, LLC | 5 | $1.59K | 0.00% | −5−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $1.59K | 0.00% | +5 | New |
| Cary Street Partners Financial LLC | 6 | $1.91K | 0.00% | −19−76.0% | Reduced |
| Synergy Investment Management, LLC | 6 | $1.91K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.91K | 0.00% | +3+100.0% | Added |
| TD Capital Management LLC | 6 | $1.94K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $2.23K | 0.00% | −30−81.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $2.23K | 0.00% | +1+16.7% | Added |
| Your Advocates Ltd., LLP | 8 | $2.55K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8 | $2.55K | 0.00% | +8 | New |
| Concord Wealth Partners | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $2.99K | 0.00% | +12+120.0% | Added |
| Beacon Capital Management, LLC | 10 | $3.18K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 10 | $3.18K | 0.00% | +10 | New |
| Private Wealth Asset Management, LLC | 10 | $3.18K | 0.00% | +10 | New |
| GPS Wealth Strategies Group, LLC | 14 | $4.46K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 80 | $4.46K | 0.00% | +66+471.4% | Added |
| Saudi Central Bank | 15 | $4.78K | 0.03% | +15 | New |
| Edmond de Rothschild Holding S.A. | 16 | $5.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $5.09K | 0.00% | +6+60.0% | Added |
| Larson Financial Group LLC | 16 | $5.09K | 0.00% | +14+700.0% | Added |
| Wolff Wiese Magana LLC | 16 | $5.09K | 0.00% | +15+1,500.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $5.41K | 0.00% | +17 | New |
| Northwest Capital Management Inc | 17 | $5.41K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 17 | $5.41K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $5.73K | 0.00% | −19−51.4% | Reduced |
| Financial Management Professionals, Inc. | 18 | $5.73K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 18 | $5.73K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $5.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $6.00K | 0.00% | −9−33.3% | Reduced |
| Rothschild Investment LLC | 20 | $6.37K | 0.00% | −9−31.0% | Reduced |
| Delta Asset Management LLC | 20 | $6.37K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $7.00K | 0.00% | +3+15.8% | Added |
| Harbour Investments, Inc. | 22 | $7.01K | 0.00% | −3−12.0% | Reduced |
| Rossby Financial, LCC | 26 | $7.58K | 0.00% | +26 | New |
| Security National Bank | 25 | $7.96K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $7.96K | 0.00% | +15+150.0% | Added |
| C M Bidwell & Associates Ltd | 26 | $8.28K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $8.60K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 28 | $8.77K | 0.00% | −7−20.0% | Reduced |
| SWAN Capital LLC | 31 | $9.87K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 33 | $10.5K | 0.00% | +15+83.3% | Added |
| Bokf, NA | 34 | $10.8K | 0.00% | −1−2.9% | Reduced |
| Citizens National Bank Trust Department | 35 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $11.5K | 0.00% | −2−5.3% | Reduced |
| Riverview Trust Co | 38 | $12.1K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 40 | $12.7K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 40 | $12.7K | 0.01% | +40 | New |
| Cullen/Frost Bankers, Inc. | 41 | $13.1K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 41 | $13.1K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 46 | $14.6K | 0.00% | +46 | New |
| IMA Wealth, Inc. | 49 | $15.6K | 0.00% | +49 | New |
| Quent Capital, LLC | 49 | $15.6K | 0.00% | +12+32.4% | Added |
| TD Waterhouse Canada Inc. | 53 | $16.9K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 53 | $16.9K | 0.00% | +2+3.9% | Added |
| West Branch Capital LLC | 53 | $16.9K | 0.01% | +23+76.7% | Added |
| Abound Wealth Management | 56 | $17.9K | 0.01% | +3+5.7% | Added |
| Centerpoint Advisors, LLC | 55 | $18.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $18.0K | 0.01% | +27+90.0% | Added |
| CVA Family Office, LLC | 57 | $18.1K | 0.00% | −26−31.3% | Reduced |