| Cassaday & Co Wealth Management LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $146 | 0.00% | +1 | New |
| Monetary Solutions, Ltd | 1 | $146 | 0.00% | +1 | New |
| Financial Consulate, Inc | 2 | $292 | 0.00% | −26−92.9% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $292 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $292 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2 | $292 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2 | $292 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $438 | 0.00% | +3 | New |
| Harbor Investment Advisory, LLC | 4 | $583 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $583 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $583 | 0.00% | +2+100.0% | Added |
| Caldwell Sutter Capital, Inc. | 4 | $583 | 0.00% | +4 | New |
| Davis Capital Management | 4 | $583 | 0.00% | +4 | New |
| Highland Investment Advisors LLC | 4 | $583 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 5 | $729 | 0.00% | −4−44.4% | Reduced |
| American Capital Advisory, LLC | 5 | $729 | 0.00% | −1−16.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 6 | $875 | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 6 | $882 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 8 | $1.17K | 0.00% | +8 | New |
| Private Wealth Asset Management, LLC | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $2.04K | 0.00% | +1+7.7% | Added |
| First Horizon Corp | 15 | $2.19K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 16 | $2.33K | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $2.48K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 17 | $2.48K | 0.00% | +17 | New |
| First Command Advisory Services, Inc. | 18 | $2.62K | 0.00% | +18 | New |
| Allied Private Wealth LLC | 18 | $2.68K | 0.00% | +18 | New |
| WPG Advisers, LLC | 23 | $3.35K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 24 | $3.50K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 25 | $3.65K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 26 | $3.79K | 0.00% | +4+18.2% | Added |
| Ogorek Anthony Joseph | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 30 | $4.00K | 0.00% | +30 | New |
| ZRC Wealth Management, LLC | 30 | $4.37K | 0.00% | +30 | New |
| Community Financial Services Group, LLC | 32 | $4.54K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 32 | $4.67K | 0.00% | −16−33.3% | Reduced |
| HM Payson & Co | 32 | $4.67K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 36 | $5.25K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 36 | $5.25K | 0.00% | +3+9.1% | Added |
| Brown, Lisle/Cummings, Inc. | 37 | $5.39K | 0.00% | +8+27.6% | Added |
| NBC Securities, Inc. | 39 | $5.68K | 0.00% | +7+21.9% | Added |
| Addison Advisors LLC | 40 | $5.83K | 0.00% | −40−50.0% | Reduced |
| UMA Financial Services, Inc. | 52 | $7.58K | 0.00% | +7+15.6% | Added |
| Ameritas Advisory Services, LLC | 53 | $7.73K | 0.00% | +53 | New |
| 1620 Investment Advisors, Inc. | 59 | $8.60K | 0.01% | −15−20.3% | Reduced |
| High Note Wealth, LLC | 63 | $9.18K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 66 | $9.62K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 71 | $10.4K | 0.00% | +71 | New |
| Cornerstone Planning Group LLC | 71 | $10.7K | 0.00% | +3+4.4% | Added |
| Bruce G. Allen Investments, LLC | 74 | $10.8K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 79 | $11.5K | 0.00% | +51+182.1% | Added |
| SOA Wealth Advisors, LLC. | 11,988 | $12.0K | 0.00% | +11,988 | New |
| Umb Bank N A | 85 | $12.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 85 | $12.4K | 0.00% | +24+39.3% | Added |
| Manchester Capital Management LLC | 99 | $14.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 102 | $14.5K | 0.00% | +40+64.5% | Added |
| Rothschild Investment LLC | 100 | $14.6K | 0.00% | +35+53.8% | Added |
| SJS Investment Consulting Inc. | 102 | $14.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 105 | $15.3K | 0.00% | +32+43.8% | Added |
| Park Place Capital Corp | 106 | $15.5K | 0.00% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 113 | $16.5K | 0.00% | +113 | New |
| Deseret Mutual Benefit Administrators | 114 | $16.6K | 0.01% | +114 | New |
| IFP Advisors, Inc | 122 | $17.8K | 0.00% | −49−28.7% | Reduced |
| Signature Equity Partners, LLC | 125 | $18.2K | 0.01% | +33+35.9% | Added |
| Parkside Financial Bank & Trust | 130 | $19.0K | 0.00% | +100+333.3% | Added |
| Owl Creek Wealth Partners LLC | 132 | $19.2K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 138 | $20.1K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 138 | $20.1K | 0.00% | −2−1.4% | Reduced |
| Peregrine Capital Management LLC | 140 | $20.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 145 | $21.1K | 0.00% | +6+4.3% | Added |
| Zions Bancorporation, National Association | 149 | $21.7K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 150 | $21.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 156 | $22.7K | 0.01% | −1−0.6% | Reduced |
| SBI Securities Co., Ltd. | 163 | $23.8K | 0.00% | +50+44.2% | Added |
| Capital Analysts, LLC | 161 | $24.0K | 0.00% | −13−7.5% | Reduced |
| Harbour Investments, Inc. | 185 | $27.0K | 0.00% | +7+3.9% | Added |
| Spire Wealth Management | 196 | $28.6K | 0.00% | +20+11.4% | Added |
| Groupe la Francaise | 200 | $29.2K | 0.00% | +20+11.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $30.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 224 | $32.7K | 0.00% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 255 | $37.2K | 0.00% | +255 | New |
| Essential Partners LLC | 259 | $37.8K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 260 | $37.9K | 0.00% | +260 | New |
| Pinnacle Wealth Planning Services, Inc. | 266 | $38.8K | 0.00% | +80+43.0% | Added |
| Fortitude Family Office, LLC | 267 | $38.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 277 | $40.4K | 0.00% | +277 | New |
| Cedar Mountain Advisors, LLC | 321 | $46.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 342 | $49.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 366 | $53.4K | 0.00% | +95+35.1% | Added |
| Truvestments Capital LLC | 373 | $54.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 375 | $54.7K | 0.00% | −32−7.9% | Reduced |