| Ogorek Anthony Joseph | 2 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $487 | 0.00% | −1−50.0% | Reduced |
| Highline Wealth Partners LLC | 1 | $487 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $487 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $487 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $488 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $488 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $488 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $488 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $974 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $974 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 2 | $975 | 0.00% | −2−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $975 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2 | $975 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $1.40K | 0.00% | −25−89.3% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $1.46K | 0.00% | +3 | New |
| Truvestments Capital LLC | 3 | $1.46K | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $1.46K | 0.00% | +3 | New |
| Lloyd Advisory Services, LLC. | 3 | $1.46K | 0.00% | +3 | New |
| Ares Financial Consulting, LLC | 3 | $1.46K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 4 | $1.95K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $1.95K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $1.95K | 0.00% | +4 | New |
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 5 | $2.44K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 5 | $2.44K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $2.92K | 0.00% | +2+50.0% | Added |
| Cromwell Holdings LLC | 6 | $2.92K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 6 | $2.92K | 0.00% | +6 | New |
| IMA Wealth, Inc. | 7 | $3.41K | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $3.41K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $3.41K | 0.00% | +7 | New |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $3.76K | 0.00% | +8 | New |
| Avion Wealth | 9 | $4.00K | 0.00% | −4−30.8% | Reduced |
| Battery Global Advisors, LLC | 38 | $4.25K | 0.00% | +38 | New |
| Hager Investment Management Services, LLC | 9 | $4.38K | 0.00% | +9 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $4.39K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $4.87K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $5.85K | 0.00% | +1+9.1% | Added |
| Capital Advisors, Ltd. LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $6.33K | 0.00% | +4+44.4% | Added |
| Prestige Wealth Management Group LLC | 14 | $6.82K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $6.82K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $7.31K | 0.00% | +2+15.4% | Added |
| International Assets Investment Management, LLC | 15 | $7.31K | 0.00% | +15 | New |
| Darwin Advisors, LLC | 16 | $7.80K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 17 | $8.28K | 0.00% | −8−32.0% | Reduced |
| Fortitude Family Office, LLC | 17 | $8.28K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $8.28K | 0.00% | +17 | New |
| Bruce G. Allen Investments, LLC | 18 | $8.77K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 19 | $9.07K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 19 | $9.26K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $10.1K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 23 | $11.2K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 25 | $12.2K | 0.00% | +25 | New |
| Salomon & Ludwin, LLC | 26 | $12.7K | 0.00% | +25+2,500.0% | Added |
| Sankala Group LLC | 26 | $13.1K | 0.01% | +26 | New |
| Private Wealth Management Group, LLC | 27 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 27 | $13.2K | 0.00% | +7+35.0% | Added |
| Basecamp Wealth Advisors LLC | 28 | $13.6K | 0.00% | +28 | New |
| Creative Capital Management Investments LLC | 31 | $15.1K | 0.00% | +31 | New |
| Tradewinds Capital Management, LLC | 32 | $15.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 32 | $15.7K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 46 | $16.2K | 0.10% | +32+228.6% | Added |
| Zions Bancorporation, National Association | 35 | $17.1K | 0.00% | +29+483.3% | Added |
| 1015 Capital Partners, LLC | 36 | $17.5K | 0.02% | +36 | New |
| Versant Capital Management, Inc | 37 | $18.0K | 0.00% | +6+19.4% | Added |
| Farmers & Merchants Investments Inc | 40 | $19.5K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 40 | $19.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 40 | $19.5K | 0.00% | +10+33.3% | Added |
| Rakuten Securities, Inc. | 40 | $19.5K | 0.01% | +10+33.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 40 | $19.5K | 0.00% | +40 | New |
| Whittier Trust Co | 41 | $20.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $21.0K | 0.00% | +15+53.6% | Added |
| Reflection Asset Management | 44 | $21.4K | 0.02% | +44 | New |
| Toth Financial Advisory Corp | 46 | $22.4K | 0.00% | +46 | New |
| Ancora Advisors, LLC | 48 | $23.4K | 0.00% | +48 | New |
| Huntington National Bank | 49 | $23.9K | 0.00% | −5−9.3% | Reduced |
| Tidemark, LLC | 50 | $24.4K | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 50 | $24.4K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 50 | $24.4K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $24.8K | 0.01% | +1+2.0% | Added |
| Raiffeisen Bank International AG | 52 | $25.8K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 53 | $25.8K | 0.01% | +53 | New |
| JFS Wealth Advisors, LLC | 53 | $25.8K | 0.00% | +15+39.5% | Added |
| Smithfield Trust Co | 55 | $26.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 55 | $26.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 60 | $29.2K | 0.01% | +56+1,400.0% | Added |
| ZRC Wealth Management, LLC | 61 | $29.7K | 0.01% | +13+27.1% | Added |
| Entrust Financial LLC | 63 | $30.7K | 0.02% | +63 | New |
| Strategic Wealth Partners, Ltd. | 64 | $31.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 64 | $31.2K | 0.00% | +2+3.2% | Added |
| Cape Investment Advisory, Inc. | 64 | $31.2K | 0.01% | +64 | New |
| Private Trust Co NA | 72 | $35.1K | 0.00% | −5−6.5% | Reduced |