| Capital Advisors, Ltd. LLC | 33 | $0 | 0.00% | +11+50.0% | Added |
| Curio Wealth, LLC | 1 | $12 | 0.00% | +1 | New |
| Torren Management, LLC | 2 | $18 | 0.00% | −19−90.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $47 | 0.00% | +4 | New |
| Cassaday & Co Wealth Management LLC | 9 | $105 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 11 | $132 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $174 | 0.00% | +5+50.0% | Added |
| HFM Investment Advisors, LLC | 16 | $186 | 0.00% | +15+1,500.0% | Added |
| PMV Capital Advisers, LLC | 17 | $193 | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 21 | $244 | 0.00% | +1+5.0% | Added |
| Rialto Wealth Management, LLC | 21 | $244 | 0.00% | +15+250.0% | Added |
| Silicon Valley Capital Partners | 21 | $244 | 0.00% | +21 | New |
| Vermillion Wealth Management, Inc. | 23 | $267 | 0.00% | +23 | New |
| Smartleaf Asset Management LLC | 26 | $291 | 0.00% | −55−67.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 25 | $291 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 26 | $301 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $324 | 0.00% | +23+460.0% | Added |
| Transamerica Financial Advisors, Inc. | 30 | $348 | 0.00% | +16+114.3% | Added |
| Roxbury Financial LLC | 33 | $383 | 0.00% | +33 | New |
| Cromwell Holdings LLC | 34 | $394 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 35 | $406 | 0.00% | +35 | New |
| Ameritas Advisory Services, LLC | 36 | $418 | 0.00% | +36 | New |
| Bell Investment Advisors, Inc | 40 | $464 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 40 | $466 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 43 | $499 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 44 | $511 | 0.00% | +44 | New |
| TFC Financial Management | 45 | $522 | 0.00% | +45 | New |
| ZRC Wealth Management, LLC | 45 | $522 | 0.00% | +45 | New |
| Pinnacle Bancorp, Inc. | 50 | $580 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 60 | $696 | 0.00% | +60 | New |
| Manchester Capital Management LLC | 65 | $754 | 0.00% | −104−61.5% | Reduced |
| CNB Bank | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $1.20K | 0.00% | +1+1.0% | Added |
| IFP Advisors, Inc | 108 | $1.25K | 0.00% | −482−81.7% | Reduced |
| JFS Wealth Advisors, LLC | 111 | $1.29K | 0.00% | +76+217.1% | Added |
| Private Wealth Management Group, LLC | 113 | $1.31K | 0.00% | −147−56.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 117 | $1.36K | 0.00% | +63+116.7% | Added |
| Fortitude Family Office, LLC | 138 | $1.60K | 0.00% | +138 | New |
| Prestige Wealth Management Group LLC | 159 | $1.84K | 0.00% | −26−14.1% | Reduced |
| Quadrant Capital Group LLC | 162 | $1.88K | 0.00% | −1,598−90.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 167 | $1.94K | 0.00% | +165+8,250.0% | Added |
| Hilton Head Capital Partners, LLC | 171 | $1.98K | 0.00% | +3+1.8% | Added |
| Capital Analysts, LLC | 130 | $2.00K | 0.00% | +130 | New |
| NBC Securities, Inc. | 174 | $2.02K | 0.00% | +174 | New |
| Harbour Investments, Inc. | 181 | $2.10K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 181 | $2.10K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 182 | $2.11K | 0.00% | −1,416−88.6% | Reduced |
| Advisory Services Network, LLC | 186 | $2.16K | 0.00% | +186 | New |
| Parkside Financial Bank & Trust | 189 | $2.19K | 0.00% | −159−45.7% | Reduced |
| Rakuten Securities, Inc. | 200 | $2.32K | 0.00% | −100−33.3% | Reduced |
| Evermay Wealth Management LLC | 200 | $2.32K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 200 | $2.32K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 203 | $2.35K | 0.00% | +3+1.5% | Added |
| Farmers & Merchants Investments Inc | 205 | $2.38K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 222 | $2.58K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 232 | $2.69K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 235 | $2.73K | 0.35% | +235 | New |
| Quent Capital, LLC | 253 | $2.93K | 0.00% | +10+4.1% | Added |
| Bangor Savings Bank | 258 | $2.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 260 | $3.02K | 0.00% | +53+25.6% | Added |
| Trust Co of Toledo NA | 312 | $3.62K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 337 | $3.91K | 0.00% | +212+169.6% | Added |
| Bare Financial Services, Inc | 347 | $4.03K | 0.00% | +215+162.9% | Added |
| Key Capital Management, INC | 376 | $4.36K | 0.00% | +376 | New |
| Private Trust Co NA | 384 | $4.45K | 0.00% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 390 | $4.52K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 416 | $4.83K | 0.00% | −224−35.0% | Reduced |
| Larson Financial Group LLC | 425 | $4.93K | 0.00% | +425 | New |
| Basecamp Wealth Advisors LLC | 478 | $5.54K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 529 | $6.00K | 0.00% | +407+333.6% | Added |
| Anchor Investment Management, LLC | 533 | $6.18K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 540 | $6.26K | 0.00% | +540 | New |
| Cedar Mountain Advisors, LLC | 561 | $6.51K | 0.00% | +561 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 593 | $6.88K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 600 | $6.96K | 0.00% | +44+7.9% | Added |
| Signaturefd, LLC | 663 | $7.69K | 0.00% | +155+30.5% | Added |
| McGuire Capital Advisors Inc | 1,000 | $11.6K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,122 | $13.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,135 | $13.2K | 0.00% | −293−20.5% | Reduced |
| Root Financial Partners, LLC | 1,153 | $13.4K | 0.00% | +1,073+1,341.3% | Added |
| Clear Street Markets LLC | 1,173 | $13.6K | 0.01% | +1,173 | New |
| TD Waterhouse Canada Inc. | 1,188 | $13.8K | 0.00% | −175−12.8% | Reduced |
| Rothschild Investment LLC | 1,338 | $15.5K | 0.00% | −3,393−71.7% | Reduced |
| Manitou Investment Management Ltd. | 1,451 | $16.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,500 | $17.4K | 0.00% | −11,000−88.0% | Reduced |
| LRI Investments, LLC | 1,640 | $19.0K | 0.00% | +149+10.0% | Added |
| Allworth Financial LP | 1,825 | $21.2K | 0.00% | −2,866−61.1% | Reduced |
| Ancora Advisors, LLC | 1,831 | $21.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,873 | $21.7K | 0.00% | +506+37.0% | Added |
| CoreCap Advisors, LLC | 1,891 | $21.9K | 0.00% | +32+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,971 | $22.9K | 0.00% | −23−1.2% | Reduced |
| Creative Financial Designs Inc | 2,000 | $23.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,030 | $23.5K | 0.01% | −12,938−86.4% | Reduced |
| MAI Capital Management | 2,097 | $24.3K | 0.00% | +1,576+302.5% | Added |
| EverSource Wealth Advisors, LLC | 2,236 | $25.9K | 0.00% | −2,990−57.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,312 | $26.0K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 2,353 | $27.3K | 0.02% | +2,353 | New |
| Umb Bank N A | 2,422 | $28.1K | 0.00% | +1,956+419.7% | Added |
