| Ogorek Anthony Joseph | 11 | $0 | 0.00% | +11 | New |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| Key Financial Inc | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1 | $84 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $167 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $167 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $167 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $255 | 0.00% | +3 | New |
| Crewe Advisors LLC | 4 | $334 | 0.00% | −400−99.0% | Reduced |
| Assetmark, Inc | 5 | $418 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $418 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $421 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5 | $427 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $455 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $496 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 6 | $501 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $501 | 0.00% | +3+100.0% | Added |
| Rise Advisors, LLC | 6 | $501 | 0.00% | +6 | New |
| Zions Bancorporation, National Association | 10 | $835 | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | −5−41.7% | Reduced |
| HHM Wealth Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 14 | $1.17K | 0.00% | +14 | New |
| True Wealth Design, LLC | 15 | $1.25K | 0.00% | +11+275.0% | Added |
| Signature Resources Capital Management, LLC | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $1.34K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $1.42K | 0.00% | +17 | New |
| Clearstead Advisors, LLC | 18 | $1.48K | 0.00% | +12+200.0% | Added |
| Global Financial Private Client, LLC | 18 | $1.50K | 0.00% | +9+100.0% | Added |
| TD Private Client Wealth LLC | 19 | $1.59K | 0.00% | +1+5.6% | Added |
| CVA Family Office, LLC | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $1.67K | 0.00% | +16+400.0% | Added |
| Tradewinds Capital Management, LLC | 20 | $1.70K | 0.00% | −30−60.0% | Reduced |
| Anchor Investment Management, LLC | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 23 | $1.92K | 0.00% | −14−37.8% | Reduced |
| Dunhill Financial, LLC | 24 | $1.98K | 0.00% | −2−7.7% | Reduced |
| GW&K Investment Management, LLC | 29 | $2.00K | 0.00% | +5+20.8% | Added |
| Darwin Advisors, LLC | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 26 | $2.17K | 0.00% | +26 | New |
| Sachetta, LLC | 30 | $2.50K | 0.00% | +30 | New |
| Continuum Advisory, LLC | 32 | $2.67K | 0.00% | −6−15.8% | Reduced |
| Whipplewood Advisors, LLC | 20 | $2.67K | 0.00% | −12−37.5% | Reduced |
| Atlantic Trust, LLC | 32 | $2.67K | 0.00% | +32 | New |
| Private Trust Co NA | 37 | $3.09K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 42 | $3.51K | 0.00% | +13+44.8% | Added |
| Stonebridge Financial Group, LLC | 45 | $3.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $4.17K | 0.00% | −153−75.4% | Reduced |
| MCF Advisors LLC | 50 | $4.17K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 50 | $4.17K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.17K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 51 | $4.26K | 0.00% | +51 | New |
| Cullen/Frost Bankers, Inc. | 54 | $4.51K | 0.00% | −140−72.2% | Reduced |
| Harbor Investment Advisory, LLC | 55 | $4.59K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 55 | $4.59K | 0.00% | +33+150.0% | Added |
| Bruce G. Allen Investments, LLC | 58 | $4.84K | 0.00% | +2+3.6% | Added |
| Sound Income Strategies, LLC | 60 | $5.01K | 0.00% | +51+566.7% | Added |
| Fortitude Family Office, LLC | 61 | $5.09K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 64 | $5.34K | 0.00% | +64 | New |
| JFS Wealth Advisors, LLC | 65 | $5.43K | 0.00% | −4−5.8% | Reduced |
| SRS Capital Advisors, Inc. | 67 | $5.61K | 0.00% | −59−46.8% | Reduced |
| Sierra Ocean, LLC | 68 | $5.71K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $5.85K | 0.00% | −11−13.6% | Reduced |
| Activest Wealth Management | 70 | $5.86K | 0.00% | +20+40.0% | Added |
| Larson Financial Group LLC | 74 | $6.15K | 0.00% | +22+42.3% | Added |
| SJS Investment Consulting Inc. | 76 | $6.35K | 0.00% | −1−1.3% | Reduced |
| Lindbrook Capital, LLC | 81 | $6.76K | 0.00% | −174−68.2% | Reduced |
| Hemington Wealth Management | 90 | $7.00K | 0.00% | +13+16.9% | Added |
| Spire Wealth Management | 85 | $7.10K | 0.00% | −350−80.5% | Reduced |
| Syntax Research, Inc. | 89 | $7.43K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 95 | $7.93K | 0.00% | +9+10.5% | Added |
| Avion Wealth | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 99 | $8.27K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 100 | $8.35K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 100 | $8.35K | 0.00% | +100 | New |
| Whittier Trust Co | 103 | $8.60K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 117 | $9.77K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 120 | $10.0K | 0.01% | +56+87.5% | Added |
| Murphy & Mullick Capital Management Corp | 121 | $10.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 123 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 144 | $12.0K | 0.01% | +6+4.3% | Added |
| Truvestments Capital LLC | 145 | $12.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $12.5K | 0.00% | +150 | New |
| Bartlett & Co. Wealth Management LLC | 151 | $12.6K | 0.00% | −112−42.6% | Reduced |
| Friedenthal Financial | 183 | $15.2K | 0.01% | +1+0.5% | Added |
| Bryn Mawr Trust Co | 184 | $15.4K | 0.00% | −139−43.0% | Reduced |
| Capital A Wealth Management, LLC | 187 | $15.6K | 0.02% | +1+0.5% | Added |
| Gulf International Bank (UK) Ltd | 198 | $16.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $16.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 205 | $17.1K | 0.00% | +30+17.1% | Added |
| Whittier Trust Co of Nevada Inc | 222 | $18.5K | 0.00% | +169+318.9% | Added |
| AdvisorNet Financial, Inc | 222 | $18.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 226 | $18.7K | 0.00% | −57−20.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 228 | $19.0K | 0.00% | +228 | New |
| EverSource Wealth Advisors, LLC | 230 | $19.2K | 0.00% | +39+20.4% | Added |
| Skopos Labs, Inc. | 244 | $20.4K | 0.00% | +177+264.2% | Added |
| Richards, Merrill & Peterson, Inc. | 246 | $20.5K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 262 | $21.9K | 0.00% | −1,683,338−100.0% | Reduced |
| Sentry Investment Management LLC | 320 | $22.0K | 0.01% | −43−11.8% | Reduced |
| Grove Bank & Trust | 281 | $23.5K | 0.00% | +267+1,907.1% | Added |
| Quest Partners LLC | 294 | $24.5K | 0.00% | +294 | New |