| ORG Partners LLC | 1 | $191 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 2 | $379 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $567 | 0.00% | +1+50.0% | Added |
| SOA Wealth Advisors, LLC. | 3 | $568 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $758 | 0.00% | −20−83.3% | Reduced |
| BerganKDV Wealth Management, LLC | 4 | $758 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $946 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $946 | 0.00% | +2+66.7% | Added |
| Credential Qtrade Securities Inc. | 5 | $946 | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 5 | $947 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $947 | 0.00% | +5 | New |
| TSFG, LLC | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Valley National Advisers Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 2 | $1.00K | 0.00% | +2 | New |
| North Star Investment Management Corp. | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 6 | $1.14K | 0.00% | +6 | New |
| Creative Financial Designs Inc | 7 | $1.32K | 0.00% | −150−95.5% | Reduced |
| Grove Bank & Trust | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7 | $1.32K | 0.00% | +7 | New |
| Sanctuary Wealth Management, L.L.C. | 7 | $1.32K | 0.00% | +7 | New |
| Cherry Tree Wealth Management, LLC | 8 | $1.51K | 0.00% | +8 | New |
| FinTrust Capital Advisors, LLC | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9 | $1.66K | 0.00% | −491−98.2% | Reduced |
| TFC Financial Management | 9 | $1.70K | 0.00% | +3+50.0% | Added |
| Cullen/Frost Bankers, Inc. | 10 | $1.89K | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 10 | $1.89K | 0.00% | +10 | New |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 12 | $2.27K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $2.65K | 0.00% | −475−97.1% | Reduced |
| Castleview Partners, LLC | 14 | $2.65K | 0.00% | +5+55.6% | Added |
| Avion Wealth | 18 | $3.00K | 0.00% | +18 | New |
| Headlands Technologies LLC | 16 | $3.03K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 16 | $3.03K | 0.00% | +16 | New |
| Abound Wealth Management | 17 | $3.22K | 0.00% | +2+13.3% | Added |
| GWM Advisors LLC | 20 | $3.71K | 0.00% | −54−73.0% | Reduced |
| Bokf, NA | 20 | $3.79K | 0.00% | −153−88.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 20 | $3.79K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 20 | $4.00K | 0.00% | +20 | New |
| Whittier Trust Co of Nevada Inc | 25 | $4.73K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $5.30K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $5.49K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $5.68K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $6.43K | 0.00% | +5+17.2% | Added |
| American National Bank | 35 | $6.62K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 36 | $6.81K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 38 | $7.19K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $7.57K | 0.00% | −33−45.2% | Reduced |
| Sutton Wealth Advisors Inc. | 42 | $7.95K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 42 | $7.95K | 0.00% | +42 | New |
| Capital Advisors, Ltd. LLC | 41 | $8.00K | 0.00% | +2+5.1% | Added |
| Financial Management Professionals, Inc. | 42 | $8.00K | 0.00% | +9+27.3% | Added |
| Rise Advisors, LLC | 44 | $8.27K | 0.01% | −70−61.4% | Reduced |
| Washington Trust Advisors, Inc. | 44 | $8.33K | 0.00% | −15−25.4% | Reduced |
| Ronald Blue Trust, Inc. | 54 | $9.00K | 0.00% | −379−87.5% | Reduced |
| Baker Avenue Asset Management, LP | 52 | $9.84K | 0.00% | +8+18.2% | Added |
| Smithfield Trust Co | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 51 | $10.0K | 0.00% | +51 | New |
| Colonial Trust Co | 54 | $10.2K | 0.00% | +5+10.2% | Added |
| Institutional & Family Asset Management, LLC | 54 | $10.2K | 0.00% | +6+12.5% | Added |
| Centerpoint Advisors, LLC | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 60 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 65 | $12.0K | 0.00% | +65 | New |
| Global Financial Private Client, LLC | 65 | $12.4K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 67 | $12.7K | 0.00% | +67 | New |
| Proequities, Inc. | 76 | $14.5K | 0.00% | −26−25.5% | Reduced |
| MV Capital Management, Inc. | 78 | $14.8K | 0.00% | +13+20.0% | Added |
| IFP Advisors, Inc | 112 | $14.9K | 0.00% | +54+93.1% | Added |
| Clearstead Advisors, LLC | 86 | $16.3K | 0.00% | −5−5.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 87 | $16.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $16.5K | 0.00% | +7+8.8% | Added |
| Montag A & Associates Inc | 87 | $16.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 88 | $16.7K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 88 | $16.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $17.0K | 0.00% | +2+2.3% | Added |
| Nalls Sherbakoff Group, LLC | 100 | $17.4K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 97 | $18.4K | 0.01% | +97 | New |
| Caldwell Trust Co | 104 | $19.7K | 0.00% | +49+89.1% | Added |
| JFS Wealth Advisors, LLC | 105 | $19.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 113 | $21.4K | 0.01% | +6+5.6% | Added |
| EverSource Wealth Advisors, LLC | 120 | $22.7K | 0.00% | +5+4.3% | Added |
| Monetary Management Group Inc | 125 | $23.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 126 | $23.8K | 0.00% | +15+13.5% | Added |
| Glassman Wealth Services | 130 | $24.6K | 0.00% | +2+1.6% | Added |
| Old Second National Bank of Aurora | 140 | $26.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 144 | $27.3K | 0.01% | +4+2.9% | Added |
| Blume Capital Management, Inc. | 150 | $28.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 155 | $29.3K | 0.01% | +80+106.7% | Added |
| Sawyer & Company, Inc | 158 | $30.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 162 | $30.7K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 164 | $31.0K | 0.01% | +164 | New |
| State of Wyoming | 167 | $31.6K | 0.01% | +41+32.5% | Added |
| Harbour Investments, Inc. | 171 | $32.4K | 0.00% | −609−78.1% | Reduced |
| Private Trust Co NA | 179 | $33.9K | 0.00% | +50+38.8% | Added |
| Deseret Mutual Benefit Administrators | 184 | $34.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 192 | $36.3K | 0.02% | +138+255.6% | Added |