| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3 | $122 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 3 | $122 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $134 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 4 | $162 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $278 | 0.00% | −1−14.3% | Reduced |
| Zions Bancorporation, National Association | 7 | $284 | 0.00% | +7 | New |
| Curio Wealth, LLC | 9 | $365 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 10 | $405 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 10 | $406 | 0.00% | +7+233.3% | Added |
| Central Trust Co | 11 | $446 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $486 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $527 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 14 | $567 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 16 | $649 | 0.00% | +4+33.3% | Added |
| TopTier Wealth Management, LLC | 17 | $689 | 0.00% | +17 | New |
| SHP Wealth Management | 28 | $1.14K | 0.00% | +28 | New |
| HFM Investment Advisors, LLC | 29 | $1.18K | 0.00% | −48−62.3% | Reduced |
| Bare Financial Services, Inc | 30 | $1.22K | 0.00% | +13+76.5% | Added |
| Creative Financial Designs Inc | 33 | $1.34K | 0.00% | +33 | New |
| South State Corp. | 34 | $1.38K | 0.00% | +12+54.5% | Added |
| Principia Wealth Advisory, LLC | 35 | $1.42K | 0.00% | +18+105.9% | Added |
| ZRC Wealth Management, LLC | 36 | $1.46K | 0.00% | +36 | New |
| SBI Securities Co., Ltd. | 40 | $1.62K | 0.00% | −155−79.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 41 | $1.66K | 0.00% | +15+57.7% | Added |
| RMG Wealth Management LLC | 39 | $1.72K | 0.00% | +39 | New |
| Bayban | 52 | $2.11K | 0.00% | +52 | New |
| Manchester Capital Management LLC | 52 | $2.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $2.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 57 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 60 | $2.43K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 64 | $2.66K | 0.00% | +57+814.3% | Added |
| Brown, Lisle/Cummings, Inc. | 66 | $2.67K | 0.00% | +66 | New |
| Basecamp Wealth Advisors LLC | 71 | $2.88K | 0.00% | +71 | New |
| North Star Investment Management Corp. | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 75 | $3.04K | 0.00% | −13−14.8% | Reduced |
| Rialto Wealth Management, LLC | 75 | $3.04K | 0.00% | +8+11.9% | Added |
| Massmutual Trust Co FSB | 75 | $3.04K | 0.00% | +25+50.0% | Added |
| Parkside Financial Bank & Trust | 77 | $3.12K | 0.00% | −6−7.2% | Reduced |
| HM Payson & Co | 78 | $3.16K | 0.00% | −74−48.7% | Reduced |
| JPL Wealth Management, LLC | 89 | $3.61K | 0.00% | +89 | New |
| Bogart Wealth, LLC | 91 | $3.69K | 0.00% | −13−12.5% | Reduced |
| Ronald Blue Trust, Inc. | 93 | $3.77K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $4.05K | 0.00% | +100 | New |
| Albion Financial Group | 113 | $4.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 115 | $4.66K | 0.00% | +77+202.6% | Added |
| WPG Advisers, LLC | 122 | $4.94K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 129 | $5.23K | 0.00% | +109+545.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 133 | $5.39K | 0.00% | +133 | New |
| Quent Capital, LLC | 142 | $5.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 170 | $6.90K | 0.00% | +170 | New |
| Private Trust Co NA | 172 | $6.97K | 0.00% | +21+13.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 179 | $7.25K | 0.00% | +179 | New |
| Golden State Equity Partners | 186 | $7.54K | 0.00% | +186 | New |
| Fortitude Family Office, LLC | 189 | $7.66K | 0.00% | +118+166.2% | Added |
| Vermillion Wealth Management, Inc. | 190 | $7.70K | 0.00% | −220−53.7% | Reduced |
| Covestor Ltd | 192 | $8.00K | 0.01% | −374−66.1% | Reduced |
| Meeder Asset Management Inc | 215 | $8.71K | 0.00% | +215 | New |
| Country Trust Bank | 225 | $9.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 246 | $9.97K | 0.00% | +13+5.6% | Added |
| CX Institutional | 243 | $10.0K | 0.00% | +243 | New |
| CVA Family Office, LLC | 247 | $10.0K | 0.00% | +247 | New |
| Morse Asset Management, Inc | 250 | $10.1K | 0.00% | +250 | New |
| Bell Investment Advisors, Inc | 251 | $10.2K | 0.00% | +14+5.9% | Added |
| Golden State Wealth Management, LLC | 270 | $10.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 281 | $11.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 290 | $11.8K | 0.00% | −10−3.3% | Reduced |
| Kemnay Advisory Services Inc. | 292 | $11.8K | 0.00% | +292 | New |
| Clearstead Advisors, LLC | 302 | $12.2K | 0.00% | −1,418−82.4% | Reduced |
| Clark Wealth Partners | 311 | $12.6K | 0.01% | +311 | New |
| Farmers & Merchants Investments Inc | 325 | $13.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 336 | $13.6K | 0.00% | +336 | New |
| Acumen Wealth Advisors, LLC | 340 | $13.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 350 | $14.2K | 0.00% | −441−55.8% | Reduced |
| Contravisory Investment Management, Inc. | 369 | $15.0K | 0.00% | +369 | New |
| Owl Creek Wealth Partners LLC | 382 | $15.5K | 0.01% | +382 | New |
| Keating Financial Advisory Services, Inc. | 387 | $15.7K | 0.00% | +2+0.5% | Added |
| Phillip James Consulting Co. | 397 | $16.0K | 0.01% | +397 | New |
| Danske Bank A/S | 400 | $16.2K | 0.00% | −2,300−85.2% | Reduced |
| Marquette Asset Management, LLC | 431 | $17.5K | 0.00% | +52+13.7% | Added |
| Financial Network Wealth Advisors LLC | 448 | $18.2K | 0.02% | +237+112.3% | Added |
| Whittier Trust Co of Nevada Inc | 448 | $18.9K | 0.00% | +448 | New |
| Rothschild Investment LLC | 478 | $19.4K | 0.00% | +389+437.1% | Added |
| Huntington National Bank | 485 | $19.7K | 0.00% | +1+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 526 | $21.0K | 0.00% | +72+15.9% | Added |
| UMA Financial Services, Inc. | 523 | $21.2K | 0.00% | +13+2.5% | Added |
| RWM Asset Management, LLC | 525 | $21.3K | 0.00% | +525 | New |
| Larson Financial Group LLC | 571 | $23.1K | 0.00% | +15+2.7% | Added |
| High Note Wealth, LLC | 628 | $25.4K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 630 | $25.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 631 | $25.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 659 | $26.7K | 0.00% | −165−20.0% | Reduced |
| True Wealth Design, LLC | 708 | $28.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 705 | $29.3K | 0.00% | +10+1.4% | Added |
| Financial Management Professionals, Inc. | 821 | $33.3K | 0.00% | +6+0.7% | Added |
| Silicon Valley Capital Partners | 858 | $34.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 880 | $35.7K | 0.00% | +880 | New |
| Steigerwald, Gordon & Koch Inc. | 900 | $36.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 800 | $36.5K | 0.00% | +59+8.0% | Added |