| High Note Wealth, LLC | 2 | $156 | 0.00% | +2 | New |
| Atala Financial Inc | 2 | $156 | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 4 | $313 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 8 | $626 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 8 | $626 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 12 | $939 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $948 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $1.02K | 0.00% | +13 | New |
| Cedar Mountain Advisors, LLC | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 15 | $1.17K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 16 | $1.25K | 0.00% | +16 | New |
| Comprehensive Financial Planning, Inc. | 19 | $1.49K | 0.00% | +19 | New |
| Robinswood Financial LLC | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $1.64K | 0.00% | −3−12.5% | Reduced |
| Toth Financial Advisory Corp | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 32 | $2.50K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 33 | $2.57K | 0.00% | +33 | New |
| Legend Financial Advisors, Inc. | 34 | $2.66K | 0.00% | +34 | New |
| Mark Sheptoff Financial Planning, LLC | 37 | $2.89K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 42 | $3.00K | 0.00% | −6,146−99.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 40 | $3.11K | 0.00% | +40 | New |
| Valued Wealth Advisors LLC | 40 | $3.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 41 | $3.25K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $3.29K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 44 | $3.44K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $3.44K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 49 | $3.83K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $3.91K | 0.00% | −66−56.9% | Reduced |
| Vermillion Wealth Management, Inc. | 50 | $3.91K | 0.00% | +50 | New |
| Private Trust Co NA | 51 | $3.99K | 0.00% | −21−29.2% | Reduced |
| Sound Income Strategies, LLC | 52 | $4.07K | 0.00% | −9−14.8% | Reduced |
| Perritt Capital Management Inc | 56 | $4.38K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $4.69K | 0.00% | −58−49.2% | Reduced |
| Salem Investment Counselors Inc | 65 | $5.08K | 0.00% | +65 | New |
| Bare Financial Services, Inc | 71 | $5.55K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 72 | $5.63K | 0.01% | −829−92.0% | Reduced |
| ORG Partners LLC | 74 | $5.79K | 0.00% | −755−91.1% | Reduced |
| BNP Paribas | 75 | $5.85K | 0.00% | −64−46.0% | Reduced |
| Capital A Wealth Management, LLC | 78 | $6.10K | 0.01% | +78 | New |
| Reyes Financial Architecture, Inc. | 80 | $6.26K | 0.00% | +80 | New |
| JNBA Financial Advisors | 86 | $6.73K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 87 | $6.80K | 0.00% | +87 | New |
| Beacon Capital Management, LLC | 88 | $6.88K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 88 | $6.88K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 90 | $7.04K | 0.00% | +25+38.5% | Added |
| MAI Capital Management | 91 | $7.12K | 0.00% | +91 | New |
| Main Street Group, LTD | 100 | $7.82K | 0.00% | −140−58.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $7.82K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 101 | $7.90K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 110 | $8.64K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 120 | $9.37K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 124 | $9.70K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 126 | $9.85K | 0.01% | +126 | New |
| IFG Advisory, LLC | 10,000 | $10.0K | 0.00% | +10,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 129 | $10.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 159 | $12.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 176 | $13.8K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 178 | $13.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 196 | $15.3K | 0.00% | +196 | New |
| Bullock Wealth Management Group | 199 | $15.6K | 0.01% | +199 | New |
| Stonebridge Financial Group, LLC | 200 | $15.6K | 0.00% | +200 | New |
| Hager Investment Management Services, LLC | 200 | $15.6K | 0.01% | +200 | New |
| Proequities, Inc. | 191 | $17.0K | 0.00% | −11−5.4% | Reduced |
| Wingate Wealth Advisors, Inc. | 220 | $17.2K | 0.02% | +220 | New |
| Trust Co of Vermont | 226 | $17.7K | 0.00% | −142−38.6% | Reduced |
| SRS Capital Advisors, Inc. | 228 | $17.8K | 0.00% | −174−43.3% | Reduced |
| Geneos Wealth Management Inc. | 230 | $18.0K | 0.00% | +100+76.9% | Added |
| Principal Securities, Inc. | 233 | $18.2K | 0.00% | +46+24.6% | Added |
| Concord Wealth Partners | 251 | $19.6K | 0.00% | +1+0.4% | Added |
| GHP Investment Advisors, Inc. | 254 | $19.9K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 256 | $20.0K | 0.00% | −233−47.6% | Reduced |
| Laurel Wealth Advisors LLC | 258 | $20.2K | 0.00% | +258 | New |
| Caitlin John, LLC | 260 | $20.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 269 | $21.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 270 | $21.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 270 | $21.1K | 0.00% | +139+106.1% | Added |
| Hexagon Capital Partners LLC | 280 | $21.9K | 0.00% | −158−36.1% | Reduced |
| IAG Wealth Partners, LLC | 285 | $22.3K | 0.00% | +209+275.0% | Added |
| Financial Avengers, Inc. | 300 | $23.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 300 | $23.5K | 0.01% | +300 | New |
| Studio Investment Management LLC | 307 | $24.0K | 0.01% | −94−23.4% | Reduced |
| Sierra Ocean, LLC | 313 | $24.5K | 0.02% | +313 | New |
| Sawyer & Company, Inc | 325 | $25.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 332 | $26.0K | 0.01% | +332 | New |
| Key Financial Inc | 338 | $26.4K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 344 | $26.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 350 | $27.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 355 | $27.6K | 0.00% | +318+859.5% | Added |
| Islay Capital Management, LLC | 376 | $29.4K | 0.02% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 376 | $29.4K | 0.02% | +376 | New |
| Washington Trust Co | 380 | $29.7K | 0.00% | −350−47.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 380 | $29.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 407 | $31.8K | 0.00% | +260+176.9% | Added |
| Duncker Streett & Co Inc | 412 | $32.2K | 0.01% | +112+37.3% | Added |
| Cornerstone Planning Group LLC | 368 | $32.9K | 0.01% | +8+2.2% | Added |
| Financial Management Professionals, Inc. | 450 | $35.2K | 0.00% | +102+29.3% | Added |
| Coppell Advisory Solutions LLC | 469 | $36.5K | 0.01% | +329+235.0% | Added |
| EverSource Wealth Advisors, LLC | 484 | $37.9K | 0.00% | +76+18.6% | Added |