| Aventura Private Wealth, LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $153 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $153 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $153 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 3 | $457 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 3 | $458 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $611 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 4 | $611 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $611 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $615 | 0.00% | +4 | New |
| Transce3nd, LLC | 5 | $763 | 0.00% | −2−28.6% | Reduced |
| Hughes Financial Services, LLC | 5 | $776 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 6 | $916 | 0.00% | −1−14.3% | Reduced |
| Rialto Wealth Management, LLC | 9 | $1.37K | 0.00% | +9 | New |
| Painted Porch Advisors LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $1.53K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 11 | $1.68K | 0.00% | −133−92.4% | Reduced |
| ORG Partners LLC | 11 | $1.71K | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 12 | $1.83K | 0.00% | +12 | New |
| Private Wealth Asset Management, LLC | 12 | $1.83K | 0.00% | +12 | New |
| Asset Dedication, LLC | 13 | $1.99K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 15 | $2.29K | 0.00% | +15 | New |
| CVA Family Office, LLC | 16 | $2.44K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 17 | $2.60K | 0.00% | −497−96.7% | Reduced |
| Winch Advisory Services, LLC | 18 | $2.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $3.05K | 0.00% | +18+900.0% | Added |
| Horizon Investments, LLC | 21 | $3.21K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $3.36K | 0.00% | +15+214.3% | Added |
| TD Private Client Wealth LLC | 23 | $3.51K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 24 | $3.66K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.82K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $3.97K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 26 | $3.97K | 0.00% | +26 | New |
| Vermillion & White Wealth Management Group, LLC | 27 | $4.12K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 27 | $4.12K | 0.00% | +2+8.0% | Added |
| Atlantic Trust, LLC | 29 | $4.43K | 0.00% | +29 | New |
| Hurley Capital, LLC | 30 | $4.58K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $4.58K | 0.00% | +30 | New |
| Highline Wealth Partners LLC | 32 | $4.88K | 0.00% | +32 | New |
| Westside Investment Management, Inc. | 33 | $5.04K | 0.00% | +33 | New |
| South State Corp. | 34 | $5.19K | 0.00% | +34 | New |
| NewSquare Capital LLC | 39 | $5.95K | 0.00% | +37+1,850.0% | Added |
| Creative Financial Designs Inc | 40 | $6.11K | 0.00% | +21+110.5% | Added |
| Cherry Tree Wealth Management, LLC | 42 | $6.41K | 0.00% | +28+200.0% | Added |
| Legacy Wealth Managment, LLC | 43 | $6.56K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 44 | $6.72K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 48 | $7.33K | 0.01% | −68−58.6% | Reduced |
| Global Trust Asset Management, LLC | 48 | $7.33K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 52 | $7.94K | 0.00% | +52 | New |
| Capital Analysts, LLC | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 57 | $8.70K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 64 | $9.77K | 0.00% | −438−87.3% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 69 | $10.5K | 0.00% | +69 | New |
| Pittenger & Anderson Inc | 70 | $10.7K | 0.00% | +22+45.8% | Added |
| Darwin Advisors, LLC | 85 | $10.8K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 72 | $11.0K | 0.00% | −7−8.9% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $11.4K | 0.00% | +34+82.9% | Added |
| North Capital, Inc. | 76 | $11.6K | 0.01% | +76 | New |
| Richardson Financial Services Inc. | 77 | $11.8K | 0.01% | −86−52.8% | Reduced |
| Private Wealth Management Group, LLC | 78 | $11.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 86 | $13.1K | 0.00% | +86 | New |
| Optiver Holding B.V. | 87 | $13.3K | 0.00% | +71+443.8% | Added |
| Byrne Asset Management LLC | 90 | $13.7K | 0.01% | +90 | New |
| Bank of Jackson Hole Trust | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 98 | $15.0K | 0.00% | +98 | New |
| Rocky Mountain Advisers, LLC | 100 | $15.3K | 0.00% | −175−63.6% | Reduced |
| Prestige Wealth Management Group LLC | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 192 | $15.3K | 0.01% | +92+92.0% | Added |
| Caldwell Trust Co | 100 | $15.3K | 0.00% | +100 | New |
| Sterling Capital Management LLC | 105 | $16.0K | 0.00% | +2+1.9% | Added |
| JFS Wealth Advisors, LLC | 109 | $16.6K | 0.00% | +1+0.9% | Added |
| Coston, McIsaac & Partners | 123 | $18.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 118 | $18.0K | 0.02% | +18+18.0% | Added |
| Matrix Trust Co | 133 | $20.0K | 0.00% | +11+9.0% | Added |
| Harbour Investments, Inc. | 133 | $20.3K | 0.00% | +42+46.2% | Added |
| Hanson & Doremus Investment Management | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 165 | $25.2K | 0.00% | +60+57.1% | Added |
| Geneos Wealth Management Inc. | 167 | $25.5K | 0.00% | +59+54.6% | Added |
| Archer Investment Corp | 171 | $26.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 184 | $28.1K | 0.00% | −139−43.0% | Reduced |
| Dogwood Wealth Management LLC | 197 | $30.1K | 0.02% | +197 | New |
| Whittier Trust Co of Nevada Inc | 203 | $31.0K | 0.00% | −24−10.6% | Reduced |
| Hemington Wealth Management | 205 | $31.0K | 0.00% | +37+22.0% | Added |
| Smithfield Trust Co | 215 | $32.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 210 | $32.1K | 0.02% | −16−7.1% | Reduced |
| Trust Co of Vermont | 225 | $34.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 228 | $34.8K | 0.01% | +228 | New |
| Boston Private Wealth LLC | 235 | $35.9K | 0.00% | +235 | New |
| Mirae Asset Global Investments Co., Ltd. | 245 | $36.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 242 | $36.9K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 244 | $37.2K | 0.01% | +242+12,100.0% | Added |
| FWL Investment Management, LLC | 247 | $37.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 248 | $37.9K | 0.01% | −22−8.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 261 | $39.8K | 0.00% | −487−65.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 274 | $41.8K | 0.00% | −2,923−91.4% | Reduced |
| LRI Investments, LLC | 275 | $42.0K | 0.00% | −359−56.6% | Reduced |
| Harvest Fund Management Co., Ltd | 293 | $45.0K | 0.00% | −4,195−93.5% | Reduced |
| Sunbelt Securities, Inc. | 317 | $48.4K | 0.00% | 00.0% | Unchanged |