| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Bokf, NA | 2 | $363 | 0.00% | −2−50.0% | Reduced |
| MCF Advisors LLC | 2 | $375 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $398 | 0.00% | −1−33.3% | Reduced |
| SOA Wealth Advisors, LLC. | 3 | $557 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $562 | 0.00% | −37−92.5% | Reduced |
| Sachetta, LLC | 3 | $567 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $743 | 0.00% | +1+33.3% | Added |
| Robbins Farley LLC | 5 | $928 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $928 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 5 | $928 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| WR Wealth Planners, LLC | 6 | $1.11K | 0.00% | +6 | New |
| Creative Financial Designs Inc | 7 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 7 | $1.30K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 7 | $1.30K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $1.48K | 0.00% | +5+166.7% | Added |
| Ancora Advisors, LLC | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.67K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 9 | $1.67K | 0.00% | +9 | New |
| Sofos Investments, Inc. | 10 | $1.73K | 0.00% | +9+900.0% | Added |
| Cullen/Frost Bankers, Inc. | 10 | $1.86K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $1.87K | 0.00% | +2+25.0% | Added |
| Hazlett, Burt & Watson, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 11 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $2.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 13 | $2.41K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $2.60K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 14 | $2.60K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $2.78K | 0.00% | +5+50.0% | Added |
| Aspect Partners, LLC | 16 | $2.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $3.16K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 18 | $3.37K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $3.53K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $3.71K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 21 | $3.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $4.00K | 0.00% | +6+50.0% | Added |
| TCTC Holdings, LLC | 23 | $4.27K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 25 | $4.64K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 25 | $4.64K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 26 | $4.68K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $5.00K | 0.00% | −14−33.3% | Reduced |
| Raffa Wealth Management, LLC | 29 | $5.38K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $5.57K | 0.00% | +30 | New |
| Quarry LP | 33 | $6.12K | 0.00% | −72−68.6% | Reduced |
| Rothschild Investment LLC | 33 | $6.12K | 0.00% | +22+200.0% | Added |
| Private Wealth Management Group, LLC | 34 | $6.31K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 35 | $6.49K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $6.87K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 37 | $6.87K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $6.87K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 38 | $7.05K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 47 | $8.72K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 52 | $10.0K | 0.00% | +3+6.1% | Added |
| Institutional & Family Asset Management, LLC | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 55 | $10.2K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 56 | $10.4K | 0.01% | +56 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 56 | $10.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 63 | $11.6K | 0.00% | +1+1.6% | Added |
| Global Financial Private Client, LLC | 65 | $11.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 64 | $11.9K | 0.00% | +64 | New |
| CVA Family Office, LLC | 65 | $12.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 68 | $12.6K | 0.00% | +6+9.7% | Added |
| Proequities, Inc. | 68 | $12.7K | 0.00% | +4+6.3% | Added |
| MV Capital Management, Inc. | 71 | $13.2K | 0.00% | −1−1.4% | Reduced |
| Bell Investment Advisors, Inc | 72 | $13.4K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 74 | $13.7K | 0.01% | +60+428.6% | Added |
| Colonial Trust Co | 76 | $14.0K | 0.00% | +9+13.4% | Added |
| Montag A & Associates Inc | 81 | $15.2K | 0.00% | +28+52.8% | Added |
| Covestor Ltd | 88 | $16.0K | 0.01% | −336−79.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 87 | $16.1K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 87 | $16.1K | 0.01% | +87 | New |
| HHM Wealth Advisors, LLC | 88 | $16.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 85 | $16.7K | 0.00% | −13−13.3% | Reduced |
| Richard W. Paul & Associates, LLC | 92 | $17.1K | 0.01% | +92 | New |
| Farmers & Merchants Investments Inc | 94 | $17.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 97 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 98 | $18.2K | 0.01% | −2−2.0% | Reduced |
| Rise Advisors, LLC | 98 | $18.2K | 0.01% | +60+157.9% | Added |
| Transamerica Financial Advisors, Inc. | 106 | $20.0K | 0.00% | +106 | New |
| Venturi Wealth Management, LLC | 111 | $20.6K | 0.00% | −13−10.5% | Reduced |
| SRS Capital Advisors, Inc. | 115 | $21.3K | 0.00% | +1+0.9% | Added |
| Mather Group, LLC. | 117 | $21.9K | 0.00% | +117 | New |
| Rosenberg Matthew Hamilton | 124 | $22.5K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 125 | $23.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 125 | $23.2K | 0.00% | +125 | New |
| EverSource Wealth Advisors, LLC | 123 | $23.3K | 0.00% | +25+25.5% | Added |
| Deseret Mutual Benefit Administrators | 137 | $25.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 140 | $26.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 141 | $26.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 148 | $27.5K | 0.00% | +1+0.7% | Added |
| Blume Capital Management, Inc. | 150 | $27.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 152 | $28.2K | 0.00% | −1−0.7% | Reduced |
| Global Retirement Partners, LLC | 153 | $28.4K | 0.00% | +37+31.9% | Added |
| Sawyer & Company, Inc | 158 | $29.3K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 159 | $29.5K | 0.01% | −44−21.7% | Reduced |
| Jones Financial Companies LLLP | 181 | $33.5K | 0.00% | +163+905.6% | Added |