| High Note Wealth, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $203 | 0.00% | −3−60.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $211 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $212 | 0.00% | −9−81.8% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $212 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $212 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $271 | 0.00% | +1+50.0% | Added |
| Quest 10 Wealth Builders, Inc. | 3 | $291 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $317 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $317 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $318 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $422 | 0.00% | +2+100.0% | Added |
| Core Alternative Capital | 4 | $423 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $423 | 0.00% | +2+100.0% | Added |
| TFC Financial Management | 4 | $424 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $529 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $529 | 0.00% | +5 | Added |
| UMA Financial Services, Inc. | 5 | $529 | 0.00% | +5 | New |
| Greenline Partners, LLC | 7 | $741 | 0.00% | +7 | New |
| Resources Management Corp | 14 | $1.00K | 0.00% | −650−97.9% | Reduced |
| Sachetta, LLC | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $1.27K | 0.00% | +8+200.0% | Added |
| SJS Investment Consulting Inc. | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $1.59K | 0.00% | −5−25.0% | Reduced |
| WealthTrak Capital Management LLC | 15 | $1.59K | 0.00% | +5+50.0% | Added |
| NVWM, LLC | 15 | $1.59K | 0.00% | +5+50.0% | Added |
| Bryn Mawr Trust Co | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $1.78K | 0.00% | +7+58.3% | Added |
| Harbour Investments, Inc. | 17 | $1.80K | 0.00% | −2−10.5% | Reduced |
| Raffa Wealth Management, LLC | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $1.91K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.91K | 0.00% | +3+20.0% | Added |
| True Wealth Design, LLC | 18 | $1.91K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 18 | $1.91K | 0.00% | +18 | New |
| Avion Wealth | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.22K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 26 | $2.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 29 | $3.11K | 0.00% | −4−12.1% | Reduced |
| Larson Financial Group LLC | 33 | $3.49K | 0.00% | +32+3,200.0% | Added |
| Hantz Financial Services, Inc. | 38 | $4.00K | 0.00% | +38 | New |
| Grove Bank & Trust | 42 | $4.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $4.55K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 45 | $4.81K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $4.97K | 0.00% | +16+51.6% | Added |
| Saudi Central Bank | 48 | $5.08K | 0.03% | +48 | New |
| Sierra Ocean, LLC | 49 | $5.18K | 0.00% | −56−53.3% | Reduced |
| LRI Investments, LLC | 49 | $5.18K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $5.29K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 50 | $5.33K | 0.01% | +50 | New |
| NewSquare Capital LLC | 51 | $5.40K | 0.00% | +48+1,600.0% | Added |
| Whipplewood Advisors, LLC | 13 | $5.50K | 0.00% | −39−75.0% | Reduced |
| Red Tortoise LLC | 53 | $5.61K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 56 | $5.92K | 0.01% | +56 | New |
| South State Corp. | 68 | $7.20K | 0.00% | +68 | New |
| Geneos Wealth Management Inc. | 71 | $7.51K | 0.00% | +26+57.8% | Added |
| First Horizon Advisors, Inc. | 74 | $7.83K | 0.00% | −2−2.6% | Reduced |
| Manchester Capital Management LLC | 74 | $7.83K | 0.00% | +36+94.7% | Added |
| Farmers & Merchants Investments Inc | 76 | $8.04K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 77 | $8.15K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $8.25K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 81 | $8.57K | 0.00% | +81 | New |
| GW&K Investment Management, LLC | 81 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 94 | $9.95K | 0.00% | +1+1.1% | Added |
| Close Asset Management Ltd | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $10.6K | 0.00% | +100 | New |
| Asset Planning,Inc | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 101 | $10.7K | 0.00% | +26+34.7% | Added |
| GWM Advisors LLC | 101 | $10.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 86 | $11.0K | 0.00% | +27+45.8% | Added |
| Bruce G. Allen Investments, LLC | 113 | $12.0K | 0.01% | −1−0.9% | Reduced |
| Hemington Wealth Management | 114 | $12.0K | 0.00% | +38+50.0% | Added |
| TD Waterhouse Canada Inc. | 120 | $12.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 122 | $12.9K | 0.01% | −18−12.9% | Reduced |
| Umb Bank N A | 170 | $18.0K | 0.00% | −26−13.3% | Reduced |
| Whittier Trust Co | 181 | $19.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 182 | $19.3K | 0.00% | +2+1.1% | Added |
| Private Wealth Management Group, LLC | 196 | $20.7K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 203 | $21.5K | 0.00% | −15−6.9% | Reduced |
| Zions Bancorporation, National Association | 208 | $22.0K | 0.00% | +208 | New |
| VSM Wealth Advisory, LLC | 210 | $22.2K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 216 | $22.9K | 0.00% | −50−18.8% | Reduced |
| MV Capital Management, Inc. | 221 | $23.4K | 0.00% | +25+12.8% | Added |
| CVA Family Office, LLC | 229 | $24.2K | 0.00% | +146+175.9% | Added |
| TD Private Client Wealth LLC | 234 | $24.8K | 0.00% | +11+4.9% | Added |
| Global X Japan Co., Ltd. | 252 | $26.7K | 0.00% | +29+13.0% | Added |
| Parkside Financial Bank & Trust | 262 | $28.0K | 0.00% | +4+1.6% | Added |
| SRS Capital Advisors, Inc. | 268 | $28.4K | 0.00% | +49+22.4% | Added |
| ORG Partners LLC | 290 | $30.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $31.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 357 | $34.0K | 0.02% | −107−23.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 330 | $35.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 335 | $35.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 340 | $36.0K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 366 | $38.7K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 372 | $39.0K | 0.00% | 00.0% | Unchanged |