| Hughes Financial Services, LLC | 1 | $134 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $135 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $135 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $135 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $135 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $148 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $268 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $269 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 3 | $403 | 0.00% | −70−95.9% | Reduced |
| Financial Consulate, Inc | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $537 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $537 | 0.00% | +1+33.3% | Added |
| NBT Bank N A | 4 | $537 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $537 | 0.00% | +4 | New |
| Cromwell Holdings LLC | 6 | $810 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12 | $1.61K | 0.00% | +12 | New |
| Atlantic Edge Private Wealth Management, LLC | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 12 | $1.61K | 0.00% | +12 | New |
| Atlantic Trust, LLC | 13 | $1.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 15 | $2.01K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $2.01K | 0.00% | +6+66.7% | Added |
| Sunbelt Securities, Inc. | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 16 | $2.15K | 0.00% | +16 | New |
| Westside Investment Management, Inc. | 17 | $2.28K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 17 | $2.28K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 17 | $2.28K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 16 | $2.37K | 0.00% | +11+220.0% | Added |
| Glen Eagle Advisors, LLC | 18 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 18 | $2.42K | 0.00% | +18 | New |
| Parkside Financial Bank & Trust | 18 | $2.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $2.55K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $2.68K | 0.00% | +20 | New |
| Rossby Financial, LCC | 29 | $3.96K | 0.00% | +18+163.6% | Added |
| Owl Creek Wealth Partners LLC | 30 | $4.03K | 0.00% | +30 | New |
| Millstone Evans Group, LLC | 31 | $4.16K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 33 | $4.43K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 39 | $5.23K | 0.00% | +5+14.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 48 | $6.44K | 0.00% | +6+14.3% | Added |
| Root Financial Partners, LLC | 51 | $6.84K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 57 | $7.65K | 0.99% | −4,470−98.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 57 | $7.65K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $7.92K | 0.00% | +59 | New |
| Activest Wealth Management | 61 | $8.18K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 64 | $8.59K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 64 | $8.76K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 71 | $9.53K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $10.0K | 0.01% | −57−42.5% | Reduced |
| Whipplewood Advisors, LLC | 80 | $10.7K | 0.01% | +80 | New |
| Group One Trading, L.P. | 100 | $13.4K | 0.00% | −2,301−95.8% | Reduced |
| Cetera Trust Company, N.A | 104 | $14.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 106 | $14.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 106 | $14.2K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 118 | $15.8K | 0.00% | −54−31.4% | Reduced |
| WPG Advisers, LLC | 118 | $15.8K | 0.01% | +77+187.8% | Added |
| Dogwood Wealth Management LLC | 123 | $16.5K | 0.01% | +24+24.2% | Added |
| Nisa Investment Advisors, LLC | 126 | $17.0K | 0.00% | +98+350.0% | Added |
| Quadrant Capital Group LLC | 138 | $18.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 162 | $21.8K | 0.00% | +79+95.2% | Added |
| Creative Financial Designs Inc | 180 | $24.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 190 | $25.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 191 | $25.6K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 203 | $27.4K | 0.01% | −5−2.4% | Reduced |
| Larson Financial Group LLC | 209 | $28.0K | 0.00% | +204+4,080.0% | Added |
| Private Trust Co NA | 221 | $29.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 225 | $30.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 222 | $30.0K | 0.00% | +222 | New |
| Kemnay Advisory Services Inc. | 247 | $33.1K | 0.01% | +247 | New |
| Rothschild Investment LLC | 306 | $41.1K | 0.00% | +28+10.1% | Added |
| Parallel Advisors, LLC | 321 | $43.1K | 0.00% | +75+30.5% | Added |
| Harvest Fund Management Co., Ltd | 333 | $45.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 344 | $46.2K | 0.01% | +32+10.3% | Added |
| Innovative Asset Advisors Group, LLC | 348 | $47.0K | 0.03% | +348 | New |
| Virtus ETF Advisers LLC | 380 | $51.0K | 0.02% | +380 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 383 | $51.4K | 0.00% | +172+81.5% | Added |
| Emerald Advisers, LLC | 425 | $57.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 436 | $59.5K | 0.00% | −242−35.7% | Reduced |
| Bruce G. Allen Investments, LLC | 515 | $69.1K | 0.05% | −7−1.3% | Reduced |
| MAI Capital Management | 528 | $70.8K | 0.00% | +445+536.1% | Added |
| Smartleaf Asset Management LLC | 608 | $79.4K | 0.00% | +56+10.1% | Added |
| Advisory Services Network, LLC | 638 | $85.6K | 0.00% | +638 | New |
| Simplex Trading, LLC | 665 | $89.2K | 0.00% | +634+2,045.2% | Added |
| Intentional Wealth Strategies, LLC | 671 | $90.0K | 0.08% | +671 | New |
| Atlas Capital Advisors LLC | 677 | $90.8K | 0.01% | +275+68.4% | Added |
| Nomura Asset Management Co Ltd | 710 | $95.3K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 904 | $121.3K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 964 | $129.3K | 0.00% | −1,900−66.3% | Reduced |
| SRS Capital Advisors, Inc. | 967 | $129.7K | 0.00% | +822+566.9% | Added |
| Allworth Financial LP | 979 | $131.4K | 0.00% | +22+2.3% | Added |
| Rockefeller Capital Management L.P. | 1,039 | $139.4K | 0.00% | +101+10.8% | Added |
| Hilltop National Bank | 1,168 | $156.7K | 0.04% | +39+3.5% | Added |
| Advisor Group Holdings, Inc. | 1,281 | $171.9K | 0.00% | +21+1.7% | Added |
| MetLife Investment Management | 1,316 | $176.6K | 0.00% | −42−3.1% | Reduced |
| IFP Advisors, Inc | 1,379 | $185.0K | 0.00% | +849+160.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,421 | $190.7K | 0.00% | −263−15.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,472 | $197.5K | 0.01% | +26+1.8% | Added |