| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $78 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $154 | 0.00% | +2 | New |
| New Millennium Group LLC | 2 | $154 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $154 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $155 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $231 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $232 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4 | $293 | 0.00% | +4 | New |
| Rise Advisors, LLC | 4 | $308 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 4 | $308 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $309 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 5 | $385 | 0.00% | +1+25.0% | Added |
| Hughes Financial Services, LLC | 8 | $584 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $616 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $693 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $771 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $847 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $848 | 0.00% | +2+22.2% | Added |
| CVA Family Office, LLC | 12 | $925 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $1.16K | 0.00% | −15−50.0% | Reduced |
| Copia Wealth Management | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15 | $1.16K | 0.00% | +10+200.0% | Added |
| Retirement Wealth Solutions LLC | 15 | $1.16K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $1.23K | 0.00% | +11+220.0% | Added |
| Cornerstone Planning Group LLC | 13 | $1.29K | 0.00% | −26−66.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 18 | $1.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $1.46K | 0.00% | +6+46.2% | Added |
| GHP Investment Advisors, Inc. | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $1.54K | 0.00% | +13+185.7% | Added |
| Aspect Partners, LLC | 20 | $1.54K | 0.00% | +20 | New |
| Umb Bank N A | 21 | $1.62K | 0.00% | +15+250.0% | Added |
| Cromwell Holdings LLC | 24 | $1.85K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 25 | $1.93K | 0.00% | +25 | New |
| TSFG, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Rothschild Investment LLC | 28 | $2.16K | 0.00% | +3+12.0% | Added |
| TD Waterhouse Canada Inc. | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $2.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $2.44K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 43 | $3.00K | 0.00% | +43 | New |
| Alerus Financial NA | 40 | $3.08K | 0.00% | −187−82.4% | Reduced |
| Atlantic Trust, LLC | 42 | $3.24K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $3.62K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 47 | $3.62K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $3.62K | 0.00% | +3+6.8% | Added |
| Dogwood Wealth Management LLC | 50 | $3.85K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 52 | $4.01K | 0.00% | −6−10.3% | Reduced |
| Ameritas Advisory Services, LLC | 59 | $4.55K | 0.00% | −100−62.9% | Reduced |
| HM Payson & Co | 65 | $5.01K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 65 | $5.01K | 0.00% | +65 | New |
| West Branch Capital LLC | 66 | $5.09K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 68 | $5.24K | 0.00% | +65+2,166.7% | Added |
| Murphy & Mullick Capital Management Corp | 71 | $5.34K | 0.00% | −23−24.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 71 | $5.47K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 72 | $5.55K | 0.00% | −11−13.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 74 | $5.70K | 0.00% | +74 | New |
| Private Wealth Management Group, LLC | 78 | $6.01K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 81 | $6.24K | 0.00% | −98−54.7% | Reduced |
| Private Trust Co NA | 83 | $6.39K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 100 | $7.71K | 0.00% | +100 | New |
| WPG Advisers, LLC | 101 | $7.78K | 0.01% | −17−14.4% | Reduced |
| JFS Wealth Advisors, LLC | 104 | $8.01K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 108 | $8.32K | 0.00% | +108 | New |
| Capital Advisors, Ltd. LLC | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 120 | $9.24K | 0.00% | +120 | New |
| Boreal Capital Management LLC | 120 | $9.25K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 124 | $9.55K | 0.00% | −25−16.8% | Reduced |
| Parkside Financial Bank & Trust | 127 | $9.79K | 0.00% | +1+0.8% | Added |
| Larson Financial Group LLC | 132 | $10.2K | 0.00% | +21+18.9% | Added |
| Massmutual Trust Co FSB | 149 | $11.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 191 | $14.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 193 | $14.9K | 0.00% | −4,500−95.9% | Reduced |
| Hemington Wealth Management | 198 | $15.0K | 0.00% | +19+10.6% | Added |
| Creative Financial Designs Inc | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 197 | $15.9K | 0.00% | +197 | New |
| Covestor Ltd | 206 | $16.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 233 | $18.0K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 300 | $23.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $23.1K | 0.00% | −3,440−92.0% | Reduced |
| Westside Investment Management, Inc. | 300 | $23.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 305 | $23.5K | 0.00% | +145+90.6% | Added |
| EverSource Wealth Advisors, LLC | 345 | $26.6K | 0.00% | −9−2.5% | Reduced |
| Perkins Coie Trust Co | 350 | $27.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 355 | $27.4K | 0.00% | +355 | New |
| Pilgrim Partners Asia Pte Ltd | 370 | $28.5K | 0.01% | +370 | New |
| Accent Capital Management, LLC | 387 | $29.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 411 | $31.7K | 0.00% | +20+5.1% | Added |
| IFP Advisors, Inc | 421 | $32.4K | 0.00% | +28+7.1% | Added |