| Armstrong Advisory Group, Inc | 0 | $39 | 0.00% | 0 | Unchanged |
| MV Capital Management, Inc. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $82 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $162 | 0.00% | −12−85.7% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $162 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $243 | 0.00% | +2+200.0% | Added |
| Financial Gravity Companies, Inc. | 3 | $244 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 3 | $244 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 4 | $325 | 0.00% | +1+33.3% | Added |
| Principia Wealth Advisory, LLC | 4 | $325 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $406 | 0.00% | +3+150.0% | Added |
| Rothschild Investment LLC | 5 | $406 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 5 | $406 | 0.00% | +5 | New |
| South State Corp. | 5 | $407 | 0.00% | −22−81.5% | Reduced |
| Rialto Wealth Management, LLC | 5 | $407 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $513 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $650 | 0.00% | −6−42.9% | Reduced |
| Cromwell Holdings LLC | 8 | $650 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 9 | $731 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 9 | $731 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $731 | 0.00% | +8+800.0% | Added |
| Sound Income Strategies, LLC | 10 | $812 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $813 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 11 | $893 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $893 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $1.30K | 0.00% | +16 | New |
| Beacon Capital Management, LLC | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 19 | $1.54K | 0.00% | −757−97.6% | Reduced |
| Whipplewood Advisors, LLC | 19 | $1.54K | 0.00% | −13−40.6% | Reduced |
| Fortitude Family Office, LLC | 19 | $1.54K | 0.00% | +19 | New |
| Lowe Wealth Advisors, LLC | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $1.79K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 28 | $2.27K | 0.00% | +28 | New |
| Frazier Financial Advisors, LLC | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30 | $2.44K | 0.00% | +30 | New |
| Global Retirement Partners, LLC | 34 | $2.76K | 0.00% | +34 | New |
| Bruce G. Allen Investments, LLC | 35 | $2.84K | 0.00% | +3+9.4% | Added |
| Capital Advisors, Ltd. LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 43 | $3.49K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 42 | $3.68K | 0.00% | +42 | New |
| Sachetta, LLC | 46 | $3.74K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 48 | $3.90K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 49 | $3.98K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $4.06K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $4.14K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 54 | $4.33K | 0.00% | +1+1.9% | Added |
| Plante Moran Financial Advisors, LLC | 58 | $4.71K | 0.00% | +58 | New |
| Grove Bank & Trust | 60 | $4.87K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 73 | $5.91K | 0.00% | +73 | New |
| Harel Insurance Investments & Financial Services Ltd. | 76 | $6.00K | 0.00% | +76 | New |
| Private Trust Co NA | 87 | $7.07K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 88 | $7.15K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 92 | $7.40K | 0.08% | +92 | New |
| Ronald Blue Trust, Inc. | 95 | $7.71K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $8.12K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 101 | $8.20K | 0.01% | +14+16.1% | Added |
| Indiana Trust & Investment Management CO | 107 | $8.69K | 0.00% | +107 | New |
| Pacific Center for Financial Services | 110 | $8.93K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 116 | $9.42K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 118 | $9.58K | 0.00% | −12−9.2% | Reduced |
| Smithfield Trust Co | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 134 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 133 | $11.0K | 0.00% | +1+0.8% | Added |
| Retirement Wealth Solutions LLC | 137 | $11.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 148 | $12.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 150 | $12.2K | 0.00% | +130+650.0% | Added |
| Federation des caisses Desjardins du Quebec | 156 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 157 | $12.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 158 | $12.8K | 0.00% | +158 | New |
| Compass Planning Associates Inc | 160 | $13.0K | 0.01% | +1+0.6% | Added |
| Hemington Wealth Management | 167 | $13.0K | 0.00% | −15−8.2% | Reduced |
| Coastline Trust Co | 163 | $13.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 165 | $13.4K | 0.00% | −17−9.3% | Reduced |
| Massmutual Trust Co FSB | 165 | $13.4K | 0.00% | −74−31.0% | Reduced |
| Optiver Holding B.V. | 177 | $14.4K | 0.00% | −12−6.3% | Reduced |
| Smartleaf Asset Management LLC | 176 | $14.4K | 0.00% | −100−36.2% | Reduced |
| N.E.W. Advisory Services LLC | 188 | $15.3K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 200 | $16.2K | 0.01% | +200 | New |
| Cheviot Value Management, LLC | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 222 | $18.0K | 0.00% | −309−58.2% | Reduced |
| LRI Investments, LLC | 234 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 237 | $19.2K | 0.01% | +2+0.9% | Added |
| Trust Co of Vermont | 243 | $19.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 250 | $20.3K | 0.00% | +1+0.4% | Added |
| Concord Wealth Partners | 251 | $20.4K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 255 | $20.7K | 0.02% | −276−52.0% | Reduced |
| Sittner & Nelson, LLC | 267 | $21.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 277 | $22.5K | 0.00% | +21+8.2% | Added |
| EverSource Wealth Advisors, LLC | 314 | $25.5K | 0.00% | +133+73.5% | Added |
| Natixis | 314 | $25.5K | 0.00% | −7,071−95.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 317 | $25.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 329 | $27.0K | 0.02% | −63−16.1% | Reduced |
| GWM Advisors LLC | 336 | $27.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 350 | $28.4K | 0.01% | 00.0% | Unchanged |