| Quent Capital, LLC | 217 | $44.4K | 0.00% | −14−6.1% | Reduced |
| PFS Partners, LLC | 217 | $44.4K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 204 | $41.7K | 0.00% | +204 | New |
| WFA of San Diego, LLC | 200 | $40.9K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 190 | $38.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 186 | $38.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 180 | $36.8K | 0.00% | +100+125.0% | Added |
| Aventura Private Wealth, LLC | 178 | $36.4K | 0.01% | +12+7.2% | Added |
| CVA Family Office, LLC | 173 | $35.4K | 0.00% | +93+116.3% | Added |
| Creative Financial Designs Inc | 166 | $33.9K | 0.00% | −9−5.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 161 | $32.9K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 152 | $31.2K | 0.01% | +45+42.1% | Added |
| Signature Equity Partners, LLC | 149 | $30.5K | 0.02% | +39+35.5% | Added |
| Richardson Capital Management LLC | 143 | $29.2K | 0.01% | +8+5.9% | Added |
| Balyasny Asset Management LLC | 137 | $28.0K | 0.00% | −3,553−96.3% | Reduced |
| JFS Wealth Advisors, LLC | 131 | $26.8K | 0.00% | +1+0.8% | Added |
| Rialto Wealth Management, LLC | 126 | $25.8K | 0.01% | +1+0.8% | Added |
| Retirement Wealth Solutions LLC | 117 | $24.0K | 0.02% | −97−45.3% | Reduced |
| Carolina Wealth Advisors, LLC | 112 | $22.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 111 | $22.7K | 0.00% | +5+4.7% | Added |
| Berbice Capital Management LLC | 110 | $22.5K | 0.01% | +110 | New |
| Contravisory Investment Management, Inc. | 108 | $22.1K | 0.00% | −10−8.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100 | $21.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 105 | $21.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 105 | $21.5K | 0.00% | +32+43.8% | Added |
| Gen-Wealth Partners Inc | 100 | $20.4K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 100 | $20.4K | 0.01% | +100 | New |
| Bell Investment Advisors, Inc | 99 | $20.2K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 88 | $20.1K | 0.01% | +20+29.4% | Added |
| CX Institutional | 99 | $20.0K | 0.00% | +88+800.0% | Added |
| Zions Bancorporation, National Association | 95 | $19.4K | 0.00% | +18+23.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 92 | $18.8K | 0.00% | +92 | New |
| Rakuten Securities, Inc. | 90 | $18.4K | 0.01% | −193−68.2% | Reduced |
| TD Private Client Wealth LLC | 88 | $18.0K | 0.00% | +67+319.0% | Added |
| Sachetta, LLC | 86 | $17.6K | 0.01% | +12+16.2% | Added |
| Transamerica Financial Advisors, Inc. | 84 | $17.2K | 0.00% | +45+115.4% | Added |
| Bogart Wealth, LLC | 80 | $16.4K | 0.00% | +13+19.4% | Added |
| Adkins Seale Capital Management LLC | 79 | $16.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $16.2K | 0.00% | +23+41.1% | Added |
| Covestor Ltd | 77 | $16.0K | 0.01% | −109−58.6% | Reduced |
| St Germain D J Co Inc | 77 | $15.7K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 76 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 75 | $15.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 74 | $15.1K | 0.00% | −285−79.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 73 | $14.9K | 0.00% | +73 | New |
| Cary Street Partner Investment Advisory LLC | 69 | $14.1K | 0.00% | +17+32.7% | Added |
| Accent Capital Management, LLC | 67 | $13.7K | 0.01% | +22+48.9% | Added |
| Caitong International Asset Management Co., Ltd | 64 | $13.1K | 0.00% | −746−92.1% | Reduced |
| Whipplewood Advisors, LLC | 63 | $12.9K | 0.01% | +63 | New |
| DAGCO, Inc. | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 60 | $12.3K | 0.00% | +60 | New |
| Blue Bell Private Wealth Management, LLC | 59 | $12.1K | 0.00% | +57+2,850.0% | Added |
| WPG Advisers, LLC | 56 | $11.5K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 55 | $11.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 55 | $11.2K | 0.00% | +55 | New |
| Webster Bank, N. A. | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 51 | $10.4K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $10.3K | 0.00% | +50 | New |
| Strategic Investment Solutions, Inc. | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $10.2K | 0.00% | +50 | New |
| Crewe Advisors LLC | 49 | $10.0K | 0.00% | +49 | New |
| Wall Street Financial Group, Inc. | 48 | $9.82K | 0.01% | +48 | New |
| Cornerstone Planning Group LLC | 48 | $9.71K | 0.00% | +21+77.8% | Added |
| United Financial Planning Group LLC | 45 | $9.20K | 0.01% | +43+2,150.0% | Added |
| Keating Financial Advisory Services, Inc. | 40 | $8.18K | 0.00% | +10+33.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 39 | $7.97K | 0.00% | +32+457.1% | Added |
| Hager Investment Management Services, LLC | 38 | $7.77K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $7.16K | 0.00% | −334−90.5% | Reduced |
| Centerpoint Advisors, LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 32 | $6.91K | 0.00% | +32 | New |
| Chilton Capital Management LLC | 33 | $6.75K | 0.00% | +33 | New |
| Cedar Mountain Advisors, LLC | 32 | $6.54K | 0.00% | +32 | New |
| Elequin Capital LP | 30 | $6.13K | 0.00% | −44−59.5% | Reduced |
| Atlantic Union Bankshares Corp | 30 | $6.13K | 0.00% | +30 | New |
| Morse Asset Management, Inc | 30 | $6.13K | 0.00% | +30 | New |
| Park Place Capital Corp | 28 | $5.73K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 27 | $5.53K | 0.00% | +25+1,250.0% | Added |
| Pittenger & Anderson Inc | 25 | $5.11K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 25 | $5.11K | 0.00% | +25 | New |
| Atlantic Trust, LLC | 23 | $4.70K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $4.09K | 0.00% | +20 | New |
| Bayban | 19 | $3.88K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 18 | $3.68K | 0.00% | +7+63.6% | Added |
| ZRC Wealth Management, LLC | 17 | $3.48K | 0.00% | +17 | New |
| Atlas Capital Advisors LLC | 17 | $3.48K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 17 | $3.48K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $3.07K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $3.07K | 0.00% | +7+87.5% | Added |
| UMA Financial Services, Inc. | 13 | $2.66K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $2.66K | 0.00% | +2+18.2% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $2.66K | 0.00% | +4+44.4% | Added |
| Bruce G. Allen Investments, LLC | 12 | $2.45K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 11 | $2.25K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $2.25K | 0.00% | +2+22.2% | Added |
| SWAN Capital LLC | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $2.04K | 0.00% | −50−83.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.04K | 0.00% | 00.0% | Unchanged |
