| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 1 | $51 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $98 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $100 | 0.00% | +2 | New |
| SHP Wealth Management | 3 | $150 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $151 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $151 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $169 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $200 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $200 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $201 | 0.00% | −2−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $201 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $201 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $250 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $300 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $300 | 0.00% | +1+20.0% | Added |
| Plante Moran Financial Advisors, LLC | 6 | $300 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 8 | $400 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9 | $438 | 0.00% | −24−72.7% | Reduced |
| Mascoma Wealth Management LLC | 9 | $450 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 9 | $451 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $500 | 0.00% | +10 | New |
| South State Corp. | 10 | $501 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $593 | 0.00% | +7+140.0% | Added |
| Financial Consulate, Inc | 13 | $651 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 14 | $701 | 0.00% | −67−82.7% | Reduced |
| Kilter Group LLC | 14 | $701 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $751 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $851 | 0.00% | +15+750.0% | Added |
| CVA Family Office, LLC | 18 | $901 | 0.00% | +4+28.6% | Added |
| First Horizon Corp | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 20 | $1.00K | 0.00% | +20 | New |
| Quaker Wealth Management, LLC | 23 | $1.15K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 24 | $1.20K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25 | $1.25K | 0.00% | +25 | New |
| Action Point Financial Planning, LLC | 29 | $1.45K | 0.00% | +29 | New |
| NBT Bank N A | 30 | $1.50K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $1.50K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 30 | $1.50K | 0.00% | +30 | New |
| Principia Wealth Advisory, LLC | 32 | $1.60K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 32 | $1.60K | 0.00% | +32 | New |
| Cromwell Holdings LLC | 34 | $1.70K | 0.00% | +16+88.9% | Added |
| Westside Investment Management, Inc. | 36 | $1.80K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| NVWM, LLC | 41 | $2.05K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 43 | $2.15K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 45 | $2.25K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 61 | $2.97K | 0.00% | +61 | New |
| Zions Bancorporation, National Association | 71 | $3.55K | 0.00% | +28+65.1% | Added |
| Fortitude Family Office, LLC | 75 | $3.75K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 88 | $4.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 89 | $4.45K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 106 | $5.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 112 | $5.61K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 117 | $5.85K | 0.00% | +20+20.6% | Added |
| Logan Capital Management Inc | 122 | $6.11K | 0.00% | +122 | New |
| Sachetta, LLC | 128 | $6.41K | 0.00% | +15+13.3% | Added |
| Fulcrum Asset Management LLP | 133 | $6.61K | 0.00% | +133 | New |
| Smartleaf Asset Management LLC | 135 | $6.71K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 153 | $7.66K | 0.00% | +33+27.5% | Added |
| HHM Wealth Advisors, LLC | 153 | $7.66K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 164 | $8.21K | 0.00% | −18−9.9% | Reduced |
| Massmutual Trust Co FSB | 178 | $8.91K | 0.00% | −34−16.0% | Reduced |
| Itau Unibanco Holding S.A. | 179 | $8.96K | 0.00% | +4+2.3% | Added |
| JPL Wealth Management, LLC | 183 | $9.16K | 0.00% | +160+695.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 192 | $9.61K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 197 | $10.0K | 0.01% | +18+10.1% | Added |
| Ameritas Advisory Services, LLC | 206 | $10.3K | 0.00% | +206 | New |
| CGC Financial Services, LLC | 212 | $10.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 214 | $10.7K | 0.00% | +184+613.3% | Added |
| Vanguard National Trust Co | 236 | $11.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 247 | $12.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 251 | $12.6K | 0.00% | −31−11.0% | Reduced |
| Mather Group, LLC. | 273 | $13.7K | 0.00% | −1−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 278 | $13.9K | 0.00% | +85+44.0% | Added |
| Bessemer Group Inc | 330 | $16.0K | 0.00% | −64−16.2% | Reduced |
| Parkside Financial Bank & Trust | 321 | $16.1K | 0.00% | −6−1.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 328 | $16.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 349 | $17.5K | 0.01% | +116+49.8% | Added |
| Whittier Trust Co | 392 | $18.9K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 396 | $19.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 398 | $19.9K | 0.00% | +264+197.0% | Added |
| HM Payson & Co | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 400 | $20.0K | 0.01% | +200+100.0% | Added |
| Basecamp Wealth Advisors LLC | 432 | $21.6K | 0.00% | +27+6.7% | Added |
| TD Private Client Wealth LLC | 447 | $22.4K | 0.00% | −99−18.1% | Reduced |
| Bayforest Capital Ltd | 481 | $24.1K | 0.02% | +481 | New |
| TD Waterhouse Canada Inc. | 496 | $24.2K | 0.00% | +178+56.0% | Added |
| Activest Wealth Management | 486 | $24.3K | 0.00% | +1+0.2% | Added |
| Buck Wealth Strategies, LLC | 500 | $25.0K | 0.00% | +500 | New |
| Huntington National Bank | 518 | $25.9K | 0.00% | +10+2.0% | Added |
| Los Angeles Capital Management LLC | 524 | $26.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 572 | $28.6K | 0.00% | −16−2.7% | Reduced |