| Mowery & Schoenfeld Wealth Management, LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 2 | $274 | 0.00% | +2 | New |
| Leonteq Securities AG | 5 | $649 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 6 | $779 | 0.00% | −2−25.0% | Reduced |
| Creative Financial Designs Inc | 6 | $779 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $779 | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $779 | 0.00% | +6 | New |
| Root Financial Partners, LLC | 7 | $909 | 0.00% | +6+600.0% | Added |
| MV Capital Management, Inc. | 7 | $909 | 0.00% | +7 | New |
| Stone House Investment Management, LLC | 10 | $1.30K | 0.00% | +4+66.7% | Added |
| Colonial Trust Co | 10 | $1.30K | 0.00% | −5−33.3% | Reduced |
| Private Wealth Asset Management, LLC | 12 | $1.56K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 14 | $1.78K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 16 | $2.08K | 0.00% | +16 | New |
| Evolution Wealth Management Inc. | 18 | $2.34K | 0.00% | +18 | New |
| DecisionPoint Financial, LLC | 18 | $2.34K | 0.00% | +18 | New |
| Godfrey Financial Associates, Inc. | 23 | $2.98K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 23 | $2.99K | 0.00% | −4−14.8% | Reduced |
| Parkside Financial Bank & Trust | 23 | $2.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 25 | $3.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $3.25K | 0.00% | +25 | New |
| Rossby Financial, LCC | 27 | $3.50K | 0.00% | +3+12.5% | Added |
| Quarry LP | 28 | $3.63K | 0.00% | +28 | New |
| Western Pacific Wealth Management, LP | 32 | $4.15K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $5.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $5.32K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $5.58K | 0.00% | +43 | New |
| Highline Wealth Partners LLC | 46 | $5.97K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 48 | $6.24K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $6.49K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 55 | $7.14K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 56 | $7.27K | 0.00% | +56 | New |
| UMA Financial Services, Inc. | 60 | $7.79K | 0.00% | +4+7.1% | Added |
| Investors Research Corp | 65 | $8.44K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 65 | $8.44K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 68 | $8.83K | 0.00% | +68 | New |
| Bare Financial Services, Inc | 69 | $8.96K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 71 | $9.21K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $9.25K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 79 | $10.3K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 93 | $12.1K | 0.00% | −100−51.8% | Reduced |
| Princeton Global Asset Management LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 106 | $13.8K | 0.00% | −37−25.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 107 | $13.9K | 0.00% | +107 | New |
| Essential Partners LLC | 109 | $14.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 110 | $14.3K | 0.01% | +110 | New |
| Cornerstone Planning Group LLC | 109 | $15.2K | 0.00% | +16+17.2% | Added |
| JFS Wealth Advisors, LLC | 121 | $15.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $16.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 132 | $17.1K | 0.01% | +1+0.8% | Added |
| Addison Advisors LLC | 132 | $17.1K | 0.00% | −48−26.7% | Reduced |
| Ronald Blue Trust, Inc. | 133 | $17.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 139 | $18.0K | 0.01% | +139 | New |
| LRI Investments, LLC | 150 | $19.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 173 | $22.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 178 | $23.1K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 186 | $24.2K | 0.00% | +186 | New |
| Trust Co | 193 | $25.0K | 0.00% | +5+2.7% | Added |
| True Wealth Design, LLC | 215 | $27.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 223 | $28.9K | 0.01% | +223 | New |
| WFA of San Diego, LLC | 250 | $32.4K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 254 | $33.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 262 | $34.0K | 0.00% | +262 | New |
| Bank & Trust Co | 263 | $34.1K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 272 | $35.3K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 284 | $36.9K | 0.00% | −14,556−98.1% | Reduced |
| Swiss Re Ltd | 290 | $37.7K | 0.00% | +290 | New |
| Truvestments Capital LLC | 300 | $38.9K | 0.01% | −113−27.4% | Reduced |
| Larson Financial Group LLC | 317 | $41.1K | 0.00% | +79+33.2% | Added |
| Sunbelt Securities, Inc. | 323 | $42.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 335 | $43.5K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $45.4K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 352 | $45.8K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 354 | $45.9K | 0.03% | +308+669.6% | Added |
| Capital Analysts, LLC | 389 | $51.0K | 0.00% | +3+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 393 | $51.0K | 0.01% | −341−46.5% | Reduced |
| Toth Financial Advisory Corp | 400 | $51.9K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $51.9K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $51.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $51.9K | 0.01% | 00.0% | Unchanged |
| CDKV Holdings LLC | 412 | $53.5K | 0.05% | +412 | New |
| Basecamp Wealth Advisors LLC | 417 | $54.1K | 0.01% | +417 | New |
| JNBA Financial Advisors | 440 | $57.1K | 0.00% | −18−3.9% | Reduced |
| Birchwood Financial Partners, Inc. | 467 | $60.6K | 0.06% | +467 | New |
| Plato Investment Management Ltd | 469 | $61.3K | 0.00% | −411−46.7% | Reduced |
| Walleye Capital LLC | 477 | $61.9K | 0.00% | +477 | New |
| Evelyn Partners Investment Management Services Ltd | 500 | $64.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 507 | $65.9K | 0.00% | +4+0.8% | Added |
| Huntington National Bank | 517 | $67.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 536 | $69.6K | 0.03% | −95−15.1% | Reduced |
| Central Trust Co | 555 | $72.0K | 0.00% | −21−3.6% | Reduced |
| CX Institutional | 570 | $74.0K | 0.00% | −173−23.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 611 | $79.5K | 0.02% | +5+0.8% | Added |
| Massmutual Trust Co FSB | 628 | $81.5K | 0.00% | +6+1.0% | Added |
