| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3 | $0 | 0.00% | +3 | New |
| Golden State Wealth Management, LLC | 1 | $74 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $74 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $75 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $149 | 0.00% | +2 | New |
| Quent Capital, LLC | 3 | $222 | 0.00% | +3 | New |
| CNB Bank | 5 | $370 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $370 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $371 | 0.00% | +5 | New |
| LMR Partners LLP | 6 | $444 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 9 | $666 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $666 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 10 | $723 | 0.00% | −20−66.7% | Reduced |
| Decker Retirement Planning Inc. | 10 | $741 | 0.00% | +10 | New |
| Transce3nd, LLC | 10 | $741 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 10 | $741 | 0.00% | +10 | New |
| Financial Perspectives, Inc | 11 | $815 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $889 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $1.11K | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 16 | $1.19K | 0.00% | +16 | New |
| Cassady Schiller Wealth Management, LLC | 16 | $1.19K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 19 | $1.41K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 21 | $1.55K | 0.00% | +21 | New |
| NCP Inc. | 24 | $1.78K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $2.07K | 0.00% | −4−12.5% | Reduced |
| TD Waterhouse Canada Inc. | 30 | $2.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $2.22K | 0.00% | +6+25.0% | Added |
| New Wave Wealth Advisors LLC | 32 | $2.37K | 0.00% | +32 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $2.44K | 0.00% | −17−34.0% | Reduced |
| AdvisorNet Financial, Inc | 36 | $2.67K | 0.00% | −10−21.7% | Reduced |
| Global Retirement Partners, LLC | 46 | $3.41K | 0.00% | −6−11.5% | Reduced |
| Tucker Asset Management LLC | 46 | $3.41K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 46 | $3.41K | 0.00% | +46 | New |
| True Wealth Design, LLC | 46 | $3.41K | 0.00% | +38+475.0% | Added |
| Cedar Mountain Advisors, LLC | 47 | $3.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 43 | $3.49K | 0.00% | +4+10.3% | Added |
| Elequin Capital LP | 48 | $3.55K | 0.00% | −358−88.2% | Reduced |
| Hexagon Capital Partners LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $4.29K | 0.00% | +6+11.5% | Added |
| Clearstead Advisors, LLC | 58 | $4.29K | 0.00% | +50+625.0% | Added |
| HM Payson & Co | 65 | $4.81K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 66 | $4.89K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 71 | $5.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $5.78K | 0.00% | −24−23.5% | Reduced |
| Versant Capital Management, Inc | 82 | $6.07K | 0.00% | +2+2.5% | Added |
| Private Trust Co NA | 83 | $6.15K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 84 | $6.22K | 0.00% | +8+10.5% | Added |
| Lido Advisors, LLC | 84 | $6.22K | 0.00% | +84 | New |
| Brown, Lisle/Cummings, Inc. | 90 | $6.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $6.96K | 0.00% | +17+22.1% | Added |
| Hemington Wealth Management | 107 | $7.00K | 0.00% | +44+69.8% | Added |
| Colonial Trust Co | 95 | $7.04K | 0.00% | +95 | New |
| Massmutual Trust Co FSB | 98 | $7.26K | 0.00% | +39+66.1% | Added |
| SRS Capital Advisors, Inc. | 99 | $7.33K | 0.00% | +61+160.5% | Added |
| TD Private Client Wealth LLC | 100 | $7.41K | 0.00% | +100 | New |
| Rise Advisors, LLC | 103 | $7.63K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 111 | $8.22K | 0.00% | +111 | New |
| IFP Advisors, Inc | 117 | $8.66K | 0.00% | +98+515.8% | Added |
| Parkside Financial Bank & Trust | 120 | $8.89K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 129 | $9.55K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 133 | $9.85K | 0.00% | −652−83.1% | Reduced |
| Larson Financial Group LLC | 134 | $9.92K | 0.00% | −481−78.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 155 | $11.5K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 200 | $14.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 214 | $15.8K | 0.00% | +36+20.2% | Added |
| Covestor Ltd | 209 | $16.0K | 0.01% | +1+0.5% | Added |
| Venturi Wealth Management, LLC | 230 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 230 | $17.0K | 0.01% | +100+76.9% | Added |
| GeoWealth Management, LLC | 231 | $17.1K | 0.00% | +8+3.6% | Added |
| Pittenger & Anderson Inc | 256 | $19.0K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 280 | $20.7K | 0.01% | +280 | New |
| Banque Transatlantique SA | 300 | $22.1K | 0.00% | +300 | New |
| Westside Investment Management, Inc. | 300 | $22.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $22.2K | 0.00% | +200+200.0% | Added |
| Principal Securities, Inc. | 303 | $22.4K | 0.00% | +83+37.7% | Added |
| Accent Capital Management, LLC | 315 | $23.3K | 0.01% | 00.0% | Unchanged |
| National Pension Service | 330 | $24.4K | 0.00% | +330 | New |
| Quarry LP | 336 | $24.9K | 0.00% | −1,795−84.2% | Reduced |
| Perkins Coie Trust Co | 350 | $25.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 354 | $26.2K | 0.00% | −46−11.5% | Reduced |
| GAMMA Investing LLC | 411 | $30.4K | 0.00% | +96+30.5% | Added |
| Riverview Trust Co | 428 | $31.7K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 466 | $34.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 493 | $36.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $37.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 503 | $37.2K | 0.00% | −1,001−66.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 516 | $38.2K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 542 | $40.1K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 596 | $44.1K | 0.01% | +60+11.2% | Added |
| Northwestern Mutual Wealth Management Co | 625 | $46.3K | 0.00% | −1,214−66.0% | Reduced |