| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Leonteq Securities AG | 1 | $58 | 0.00% | −9−90.0% | Reduced |
| Abound Wealth Management | 2 | $116 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $185 | 0.00% | +4 | New |
| Optimum Investment Advisors | 4 | $231 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 5 | $289 | 0.00% | −11−68.8% | Reduced |
| True Wealth Design, LLC | 6 | $348 | 0.00% | +3+100.0% | Added |
| Brown Brothers Harriman & Co | 7 | $405 | 0.00% | −175−96.2% | Reduced |
| Versant Capital Management, Inc | 8 | $463 | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 9 | $521 | 0.00% | +9 | New |
| Financial Perspectives, Inc | 11 | $636 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12 | $694 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 14 | $809 | 0.00% | −115−89.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $984 | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $1.16K | 0.00% | +20 | New |
| GHP Investment Advisors, Inc. | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.22K | 0.00% | −6−22.2% | Reduced |
| USA Financial Portformulas Corp | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 34 | $1.97K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 49 | $2.00K | 0.00% | −24−32.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $2.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 40 | $2.31K | 0.00% | +40 | New |
| Lee Financial Co | 41 | $2.37K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $2.41K | 0.00% | −574−92.6% | Reduced |
| IFP Advisors, Inc | 44 | $2.54K | 0.00% | +4+10.0% | Added |
| Quest Partners LLC | 45 | $2.60K | 0.00% | +45 | New |
| Turtle Creek Wealth Advisors, LLC | 45 | $2.60K | 0.00% | +45 | New |
| Proequities, Inc. | 46 | $2.66K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 47 | $2.72K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 72 | $3.00K | 0.00% | +72 | New |
| Bell Investment Advisors, Inc | 52 | $3.01K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 54 | $3.13K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 78 | $4.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $4.57K | 0.00% | +6+8.2% | Added |
| EdgeRock Capital LLC | 80 | $4.61K | 0.00% | +80 | New |
| Able Wealth Management LLC | 82 | $4.75K | 0.00% | +82 | New |
| Private Trust Co NA | 83 | $4.80K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $5.79K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 100 | $5.79K | 0.00% | −28,672−99.7% | Reduced |
| AllSquare Wealth Management LLC | 100 | $5.79K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $5.79K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 104 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 104 | $6.02K | 0.00% | −28−21.2% | Reduced |
| Cranbrook Wealth Management, LLC | 110 | $6.37K | 0.00% | +110 | New |
| Rakuten Investment Management, Inc. | 110 | $6.47K | 0.00% | +110 | New |
| Parkside Financial Bank & Trust | 120 | $6.94K | 0.00% | −7−5.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 129 | $7.46K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 132 | $7.64K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 140 | $8.10K | 0.00% | +140 | New |
| Rise Advisors, LLC | 143 | $8.27K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 148 | $8.56K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 155 | $9.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 175 | $10.1K | 0.00% | −1,472−89.4% | Reduced |
| HBC Financial Services, PLLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $11.6K | 0.00% | +200 | New |
| Pineridge Advisors LLC | 200 | $11.6K | 0.00% | +200 | New |
| Bluefin Capital Management, LLC | 201 | $11.8K | 0.00% | +201 | New |
| Covestor Ltd | 213 | $12.0K | 0.01% | +3+1.4% | Added |
| Zions Bancorporation, N.A. | 222 | $12.8K | 0.00% | +35+18.7% | Added |
| Gradient Investments LLC | 225 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 227 | $13.1K | 0.00% | −51−18.3% | Reduced |
| Venturi Wealth Management, LLC | 230 | $13.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $13.9K | 0.01% | +240 | New |
| Ci Investments Inc. | 235 | $14.0K | 0.00% | −4−1.7% | Reduced |
| Rakuten Securities, Inc. | 256 | $14.8K | 0.01% | +256 | New |
| Pittenger & Anderson Inc | 256 | $14.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $16.3K | 0.00% | +66+28.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 285 | $16.5K | 0.00% | +285 | New |
| Compagnie Lombard Odier SCmA | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 311 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 325 | $18.8K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 350 | $20.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 366 | $21.5K | 0.01% | +366 | New |
| Farther Finance Advisors, LLC | 377 | $21.8K | 0.00% | +269+249.1% | Added |
| GAMMA Investing LLC | 447 | $25.4K | 0.01% | +447 | New |
| Advisory Services Network, LLC | 457 | $26.4K | 0.00% | +457 | New |
| Quarry LP | 461 | $26.7K | 0.01% | +461 | New |
| First Horizon Advisors, Inc. | 464 | $26.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 471 | $27.3K | 0.00% | +14+3.1% | Added |
| TD Capital Management LLC | 493 | $28.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 498 | $28.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 516 | $29.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 542 | $31.4K | 0.00% | +6+1.1% | Added |
| Huntington National Bank | 548 | $31.7K | 0.00% | +547+54,700.0% | Added |
| Westside Investment Management, Inc. | 565 | $32.7K | 0.01% | +75+15.3% | Added |
| Allspring Global Investments Holdings, LLC | 576 | $33.3K | 0.00% | −398−40.9% | Reduced |
| Harvest Fund Management Co., Ltd | 608 | $34.0K | 0.01% | +117+23.8% | Added |
| Harbour Investments, Inc. | 671 | $38.8K | 0.00% | −29−4.1% | Reduced |
| Plato Investment Management Ltd | 720 | $41.7K | 0.05% | +720 | New |
| Eagle Bay Advisors LLC | 914 | $52.9K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 922 | $53.3K | 0.00% | +922 | New |
| Provenance Wealth Advisors, LLC | 1,000 | $57.9K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $57.9K | 0.05% | 00.0% | Unchanged |