| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Addison Advisors LLC | 0 | $4 | 0.00% | 0 | New |
| Oakworth Capital, Inc. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $50 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $99 | 0.00% | +1+100.0% | Added |
| Raffa Wealth Management, LLC | 2 | $99 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 3 | $149 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 4 | $195 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $197 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 4 | $198 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4 | $199 | 0.00% | +3+300.0% | Added |
| Marquette Asset Management, LLC | 5 | $248 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $396 | 0.00% | −7−46.7% | Reduced |
| LRI Investments, LLC | 8 | $396 | 0.00% | +8 | New |
| Essential Partners LLC | 9 | $446 | 0.00% | −2,290−99.6% | Reduced |
| HFM Investment Advisors, LLC | 9 | $447 | 0.00% | +4+80.0% | Added |
| Bogart Wealth, LLC | 10 | $496 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $496 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $496 | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 13 | $644 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $644 | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $645 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $694 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 14 | $694 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 15 | $743 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 15 | $763 | 0.00% | +15 | New |
| TFC Financial Management | 16 | $793 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 16 | $793 | 0.00% | +16 | New |
| Keating Financial Advisory Services, Inc. | 19 | $942 | 0.00% | +2+11.8% | Added |
| Bay Harbor Wealth Management, LLC | 19 | $942 | 0.00% | +7+58.3% | Added |
| Geneos Wealth Management Inc. | 20 | $991 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $1.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 23 | $1.14K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 23 | $1.14K | 0.00% | +23 | New |
| Bruce G. Allen Investments, LLC | 24 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 33 | $1.64K | 0.00% | +25+312.5% | Added |
| Silver Grove Financial Group, Inc. | 36 | $1.78K | 0.00% | +4+12.5% | Added |
| Brown Brothers Harriman & Co | 39 | $1.93K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 39 | $1.93K | 0.00% | +2+5.4% | Added |
| Glen Eagle Advisors, LLC | 41 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 42 | $2.08K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 49 | $2.43K | 0.00% | −413−89.4% | Reduced |
| Rothschild Investment LLC | 49 | $2.43K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 53 | $2.53K | 0.00% | +53 | New |
| UMA Financial Services, Inc. | 52 | $2.58K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 53 | $2.63K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 53 | $2.63K | 0.00% | +2+3.9% | Added |
| Central Trust Co | 55 | $2.73K | 0.00% | −27−32.9% | Reduced |
| Clearstead Advisors, LLC | 57 | $2.83K | 0.00% | −12−17.4% | Reduced |
| Bell Investment Advisors, Inc | 62 | $3.07K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63 | $3.12K | 0.00% | −487−88.5% | Reduced |
| Fortitude Family Office, LLC | 64 | $3.17K | 0.00% | +22+52.4% | Added |
| JFS Wealth Advisors, LLC | 67 | $3.32K | 0.00% | +2+3.1% | Added |
| JPL Wealth Management, LLC | 70 | $3.47K | 0.00% | +70 | New |
| Farmers & Merchants Investments Inc | 72 | $3.57K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 75 | $3.72K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 76 | $3.77K | 0.00% | −42−35.6% | Reduced |
| Rossby Financial, LCC | 77 | $3.82K | 0.00% | −18−18.9% | Reduced |
| Valued Wealth Advisors LLC | 87 | $4.31K | 0.00% | +87 | New |
| McGuire Capital Advisors Inc | 89 | $4.41K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 90 | $4.46K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $4.96K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 101 | $5.01K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 106 | $5.25K | 0.00% | −273−72.0% | Reduced |
| Bayforest Capital Ltd | 109 | $5.40K | 0.00% | −5,385−98.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 111 | $5.50K | 0.00% | −2−1.8% | Reduced |
| Bare Financial Services, Inc | 116 | $5.75K | 0.00% | +48+70.6% | Added |
| Cedar Mountain Advisors, LLC | 117 | $5.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 123 | $6.10K | 0.00% | +100+434.8% | Added |
| Zions Bancorporation, National Association | 126 | $6.25K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 143 | $7.04K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 143 | $7.09K | 0.00% | −96−40.2% | Reduced |
| Smartleaf Asset Management LLC | 154 | $7.74K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 171 | $8.47K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 184 | $9.12K | 0.00% | −6,097−97.1% | Reduced |
| Massmutual Trust Co FSB | 193 | $9.56K | 0.00% | −3−1.5% | Reduced |
| Estabrook Capital Management | 200 | $9.91K | 0.00% | −25−11.1% | Reduced |
| Concord Wealth Partners | 200 | $9.91K | 0.00% | +200 | New |
| SBI Securities Co., Ltd. | 205 | $10.2K | 0.00% | −725−78.0% | Reduced |
| Highline Wealth Partners LLC | 208 | $10.3K | 0.00% | +182+700.0% | Added |
| Harbour Investments, Inc. | 212 | $10.5K | 0.00% | −178−45.6% | Reduced |
| Parkside Financial Bank & Trust | 241 | $11.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 267 | $13.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 294 | $14.6K | 0.00% | −33−10.1% | Reduced |
| Quent Capital, LLC | 298 | $14.8K | 0.00% | +6+2.1% | Added |
| TD Waterhouse Canada Inc. | 300 | $14.8K | 0.00% | +300 | New |
| EFG International AG | 359 | $17.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 376 | $18.6K | 0.00% | −9−2.3% | Reduced |
| Atlantic Union Bankshares Corp | 400 | $19.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 400 | $19.8K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 420 | $20.8K | 0.00% | +420 | New |
| Owl Creek Wealth Partners LLC | 460 | $22.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 452 | $23.0K | 0.00% | +157+53.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 478 | $23.7K | 0.00% | −2−0.4% | Reduced |
| ZRC Wealth Management, LLC | 492 | $24.4K | 0.01% | +416+547.4% | Added |
| Caldwell Trust Co | 500 | $24.8K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 500 | $24.8K | 0.00% | +250+100.0% | Added |
| AdvisorNet Financial, Inc | 507 | $25.1K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 605 | $30.0K | 0.02% | +54+9.8% | Added |
