| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 1 | $107 | 0.00% | −1−50.0% | Reduced |
| Rakuten Securities, Inc. | 1 | $107 | 0.00% | +1 | New |
| Central Trust Co | 1 | $108 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $108 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $108 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $215 | 0.00% | −417−99.5% | Reduced |
| GHP Investment Advisors, Inc. | 3 | $323 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $328 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $430 | 0.00% | −1−20.0% | Reduced |
| Investors Portfolio Services LLC | 4 | $430 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $455 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $537 | 0.00% | +2+66.7% | Added |
| Bare Financial Services, Inc | 5 | $537 | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $537 | 0.00% | +5 | New |
| South State Corp. | 5 | $538 | 0.00% | +5 | New |
| Breakwater Investment Management | 5 | $538 | 0.00% | +5 | New |
| Torren Management, LLC | 7 | $775 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $860 | 0.00% | +8 | New |
| Bogart Wealth, LLC | 12 | $1.29K | 0.00% | +6+100.0% | Added |
| Ameritas Advisory Services, LLC | 12 | $1.29K | 0.00% | +12 | New |
| Signature Equity Partners, LLC | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $1.40K | 0.00% | +7+116.7% | Added |
| MidFirst Bank | 14 | $1.50K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14 | $1.50K | 0.00% | +14 | New |
| Cornerstone Financial Management LLC | 16 | $1.72K | 0.00% | +16 | New |
| Brown Brothers Harriman & Co | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 18 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $1.93K | 0.00% | +5+38.5% | Added |
| Rossby Financial, LCC | 20 | $2.15K | 0.00% | −19−48.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 21 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $2.59K | 0.00% | +12+100.0% | Added |
| Ares Financial Consulting, LLC | 26 | $2.79K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 26 | $2.79K | 0.00% | +13+100.0% | Added |
| Avion Wealth | 30 | $3.00K | 0.00% | +25+500.0% | Added |
| Creative Capital Management Investments LLC | 28 | $3.01K | 0.00% | +28 | New |
| Massmutual Trust Co FSB | 31 | $3.33K | 0.00% | −4−11.4% | Reduced |
| Millstone Evans Group, LLC | 33 | $3.55K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 34 | $3.67K | 0.00% | +31+1,033.3% | Added |
| JPL Wealth Management, LLC | 35 | $3.76K | 0.00% | −9−20.5% | Reduced |
| Silver Grove Financial Group, Inc. | 39 | $4.15K | 0.00% | +39 | New |
| Kilter Group LLC | 45 | $4.83K | 0.00% | +17+60.7% | Added |
| Hantz Financial Services, Inc. | 50 | $5.00K | 0.00% | −3−5.7% | Reduced |
| Philo Smith Capital Corp | 50 | $5.37K | 0.00% | +50 | New |
| UMA Financial Services, Inc. | 51 | $5.48K | 0.00% | −16−23.9% | Reduced |
| Rialto Wealth Management, LLC | 54 | $5.80K | 0.00% | +5+10.2% | Added |
| ZRC Wealth Management, LLC | 55 | $5.91K | 0.00% | +17+44.7% | Added |
| Glen Eagle Advisors, LLC | 55 | $5.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $6.00K | 0.00% | +53 | New |
| Quarry LP | 56 | $6.02K | 0.00% | +56 | New |
| IMA Wealth, Inc. | 58 | $6.26K | 0.00% | +20+52.6% | Added |
| Owl Creek Wealth Partners LLC | 60 | $6.45K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 70 | $7.52K | 0.00% | +70 | New |
| Keating Financial Advisory Services, Inc. | 71 | $7.63K | 0.00% | +8+12.7% | Added |
| Manchester Capital Management LLC | 98 | $10.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 107 | $11.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 113 | $12.2K | 0.00% | +3+2.7% | Added |
| Transamerica Financial Advisors, Inc. | 114 | $12.4K | 0.00% | +4+3.6% | Added |
| Action Point Financial Planning, LLC | 122 | $12.7K | 0.00% | +122 | New |
| TD Private Client Wealth LLC | 132 | $14.2K | 0.00% | +55+71.4% | Added |
| Entrust Financial LLC | 150 | $16.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 163 | $17.5K | 0.00% | +64+64.6% | Added |
| LRI Investments, LLC | 168 | $18.1K | 0.00% | +8+5.0% | Added |
| Nomura Asset Management Co Ltd | 170 | $18.3K | 0.00% | −780−82.1% | Reduced |
| Smartleaf Asset Management LLC | 182 | $19.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 185 | $19.9K | 0.00% | −37−16.7% | Reduced |
| WPG Advisers, LLC | 186 | $20.0K | 0.01% | +24+14.8% | Added |
| Clearstead Advisors, LLC | 189 | $20.3K | 0.00% | −2,006−91.4% | Reduced |
| Huntington National Bank | 193 | $20.7K | 0.00% | +21+12.2% | Added |
| Basecamp Wealth Advisors LLC | 195 | $21.0K | 0.00% | +24+14.0% | Added |
| Harbour Investments, Inc. | 198 | $21.3K | 0.00% | −22−10.0% | Reduced |
| SBI Securities Co., Ltd. | 200 | $21.5K | 0.00% | −116−36.7% | Reduced |
| Umb Bank N A | 201 | $21.6K | 0.00% | +9+4.7% | Added |
| Atlantic Trust, LLC | 221 | $23.7K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 242 | $26.0K | 0.00% | +242 | New |
| CVA Family Office, LLC | 254 | $27.3K | 0.00% | +15+6.3% | Added |
| SJS Investment Consulting Inc. | 254 | $27.3K | 0.00% | −105−29.2% | Reduced |
| Fortitude Family Office, LLC | 268 | $28.8K | 0.01% | +190+243.6% | Added |
| Smithfield Trust Co | 289 | $31.0K | 0.00% | −4−1.4% | Reduced |
| Harvest Fund Management Co., Ltd | 297 | $32.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 319 | $34.3K | 0.00% | 00.0% | Unchanged |
| Regatta Research & Money Management | 324 | $34.8K | 0.03% | +324 | New |
| AdvisorNet Financial, Inc | 336 | $36.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 365 | $39.2K | 0.00% | +153+72.2% | Added |
| Assetmark, Inc | 392 | $42.1K | 0.00% | −4−1.0% | Reduced |
| Larson Financial Group LLC | 398 | $42.8K | 0.00% | +67+20.2% | Added |
| MCF Advisors LLC | 409 | $44.1K | 0.00% | +409 | New |
| Ancora Advisors, LLC | 450 | $48.3K | 0.00% | −462−50.7% | Reduced |
| Mather Group, LLC. | 489 | $52.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 503 | $54.0K | 0.00% | +503 | New |
| Bayforest Capital Ltd | 513 | $55.1K | 0.05% | +393+327.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 511 | $55.4K | 0.00% | +195+61.7% | Added |
| North Star Investment Management Corp. | 524 | $56.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 529 | $56.9K | 0.00% | −4−0.8% | Reduced |
| Parallel Advisors, LLC | 595 | $63.9K | 0.00% | −53−8.2% | Reduced |
| Employees Retirement System of Texas | 598 | $64.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 644 | $69.2K | 0.02% | −1,117−63.4% | Reduced |
| IFP Advisors, Inc | 655 | $70.4K | 0.00% | −524−44.4% | Reduced |
| Covestor Ltd | 668 | $72.0K | 0.04% | +254+61.4% | Added |
