| Navigoe, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2 | $142 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2 | $145 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $145 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $217 | 0.00% | −822−99.6% | Reduced |
| WFA of San Diego, LLC | 3 | $217 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $217 | 0.00% | +3 | New |
| Motco | 3 | $223 | 0.00% | −10−76.9% | Reduced |
| Harbour Investments, Inc. | 4 | $289 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $289 | 0.00% | +1+33.3% | Added |
| SJS Investment Consulting Inc. | 4 | $290 | 0.00% | +4 | New |
| FSA Wealth Management LLC | 4 | $320 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5 | $362 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $362 | 0.00% | +2+66.7% | Added |
| JFS Wealth Advisors, LLC | 6 | $434 | 0.00% | −5−45.5% | Reduced |
| Tidemark, LLC | 6 | $434 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 6 | $434 | 0.00% | +6 | New |
| Barrett & Company, Inc. | 7 | $506 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $507 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 7 | $534 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $578 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $578 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $579 | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 8 | $592 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $651 | 0.00% | −304−97.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 9 | $651 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $651 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $723 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $723 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 10 | $723 | 0.00% | +10 | New |
| Addison Advisors LLC | 10 | $724 | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 10 | $729 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 10 | $736 | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +17 | New |
| Hughes Financial Services, LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $1.16K | 0.00% | +10+166.7% | Added |
| Larson Financial Group LLC | 17 | $1.19K | 0.00% | +17 | New |
| Whittier Trust Co | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $1.30K | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 19 | $1.37K | 0.00% | −11−36.7% | Reduced |
| IAG Wealth Partners, LLC | 19 | $1.37K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 19 | $1.37K | 0.00% | +16+533.3% | Added |
| Fortitude Family Office, LLC | 20 | $1.45K | 0.00% | +20 | New |
| Essential Partners LLC | 22 | $1.59K | 0.00% | +22 | New |
| Whipplewood Advisors, LLC | 23 | $1.66K | 0.00% | −91−79.8% | Reduced |
| New Millennium Group LLC | 23 | $1.67K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 27 | $1.95K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 27 | $1.95K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 27 | $1.95K | 0.00% | +20+285.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 32 | $2.00K | 0.00% | +32 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32 | $2.31K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 33 | $2.39K | 0.00% | −10−23.3% | Reduced |
| Activest Wealth Management | 35 | $2.53K | 0.00% | +35 | New |
| Riggs Asset Managment Co. Inc. | 40 | $2.89K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $3.04K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 49 | $3.54K | 0.00% | +16+48.5% | Added |
| Kozak & Associates, Inc. | 45 | $3.65K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 55 | $3.98K | 0.00% | +6+12.2% | Added |
| Prestige Wealth Management Group LLC | 60 | $4.34K | 0.00% | +19+46.3% | Added |
| Clearstead Advisors, LLC | 61 | $4.41K | 0.00% | +61 | New |
| Toth Financial Advisory Corp | 68 | $4.92K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 76 | $5.50K | 0.00% | −9−10.6% | Reduced |
| Smartleaf Asset Management LLC | 83 | $6.13K | 0.00% | +56+207.4% | Added |
| Dunhill Financial, LLC | 85 | $6.20K | 0.00% | −1−1.2% | Reduced |
| Geneos Wealth Management Inc. | 86 | $6.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 88 | $6.36K | 0.00% | +33+60.0% | Added |
| Evermay Wealth Management LLC | 90 | $6.51K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 90 | $6.51K | 0.00% | +90 | New |
| Danske Bank A/S | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 109 | $7.88K | 0.00% | +6+5.8% | Added |
| Pinney & Scofield, Inc. | 120 | $8.68K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 126 | $9.11K | 0.00% | +110+687.5% | Added |
| EverSource Wealth Advisors, LLC | 134 | $9.69K | 0.00% | +115+605.3% | Added |
| Versant Capital Management, Inc | 138 | $9.98K | 0.00% | +138 | New |
| NBC Securities, Inc. | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 146 | $10.6K | 0.00% | +2+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 148 | $10.7K | 0.00% | +116+362.5% | Added |
| Plante Moran Financial Advisors, LLC | 152 | $11.0K | 0.00% | +152 | New |
| Bessemer Group Inc | 156 | $11.0K | 0.00% | −69−30.7% | Reduced |
| Huntington National Bank | 167 | $12.1K | 0.00% | +2+1.2% | Added |
| Carderock Capital Management Inc | 184 | $13.3K | 0.00% | +184 | New |
| St Germain D J Co Inc | 186 | $13.4K | 0.00% | +76+69.1% | Added |
| Canada Pension Plan Investment Board | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 226 | $16.3K | 0.00% | +35+18.3% | Added |
| LRI Investments, LLC | 244 | $17.6K | 0.00% | +19+8.4% | Added |
| Archer Investment Corp | 251 | $18.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 242 | $18.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 283 | $20.5K | 0.00% | +41+16.9% | Added |
| Storebrand Asset Management AS | 289 | $20.9K | 0.00% | 00.0% | Unchanged |