| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 1 | $430 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $431 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1 | $434 | 0.00% | −15−93.8% | Reduced |
| Massmutual Trust Co FSB | 2 | $860 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $860 | 0.00% | +2 | New |
| Horizon Investments, LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $1.29K | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 3 | $1.29K | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $1.36K | 0.00% | +1+50.0% | Added |
| Quarry LP | 4 | $1.72K | 0.00% | −8−66.7% | Reduced |
| Richard W. Paul & Associates, LLC | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.97K | 0.00% | +1+25.0% | Added |
| Financial Management Professionals, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $2.15K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $2.15K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6 | $2.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.58K | 0.00% | +1+20.0% | Added |
| Montag A & Associates Inc | 6 | $2.64K | 0.00% | +1+20.0% | Added |
| Hantz Financial Services, Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $3.01K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 7 | $3.01K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $3.44K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $3.79K | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 9 | $3.87K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $3.87K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 10 | $4.30K | 0.00% | +10 | New |
| Assetmark, Inc | 12 | $5.16K | 0.00% | −7−36.8% | Reduced |
| JJJ Advisors Inc. | 13 | $5.59K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $5.59K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $5.59K | 0.00% | +13 | New |
| Macroview Investment Management LLC | 14 | $6.02K | 0.01% | +8+133.3% | Added |
| EverSource Wealth Advisors, LLC | 14 | $6.46K | 0.00% | +6+75.0% | Added |
| Whittier Trust Co | 16 | $6.88K | 0.00% | −9−36.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16 | $6.88K | 0.00% | +16 | New |
| McIlrath & Eck, LLC | 17 | $7.31K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $7.31K | 0.00% | +4+30.8% | Added |
| Webster Bank, N. A. | 21 | $9.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $10.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 24 | $10.3K | 0.00% | +24 | New |
| Blume Capital Management, Inc. | 25 | $10.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $11.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 26 | $11.2K | 0.00% | +26 | New |
| Lynx Investment Advisory | 27 | $11.6K | 0.01% | +27 | New |
| REAP Financial Group, LLC | 28 | $12.0K | 0.00% | −5−15.2% | Reduced |
| Jones Financial Companies LLLP | 29 | $12.5K | 0.00% | +6+26.1% | Added |
| Bell Investment Advisors, Inc | 31 | $13.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 32 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 32 | $13.8K | 0.00% | +32 | New |
| Sound Income Strategies, LLC | 34 | $14.6K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 34 | $14.6K | 0.00% | +34 | New |
| Principal Securities, Inc. | 36 | $15.5K | 0.00% | +6+20.0% | Added |
| Coppell Advisory Solutions LLC | 38 | $16.3K | 0.00% | +38 | New |
| Frazier Financial Advisors, LLC | 40 | $17.2K | 0.01% | +8+25.0% | Added |
| Umb Bank N A | 43 | $18.5K | 0.00% | −3−6.5% | Reduced |
| Key Financial Inc | 44 | $18.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 45 | $19.4K | 0.00% | +12+36.4% | Added |
| Contravisory Investment Management, Inc. | 46 | $19.8K | 0.00% | −29−38.7% | Reduced |
| Larson Financial Group LLC | 46 | $19.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 48 | $20.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 49 | $21.1K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 49 | $21.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $21.5K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 50 | $21.5K | 0.01% | +12+31.6% | Added |
| Harbor Investment Advisory, LLC | 52 | $22.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 54 | $23.2K | 0.00% | −1−1.8% | Reduced |
| GAMMA Investing LLC | 54 | $23.2K | 0.00% | +12+28.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $23.2K | 0.00% | +43+390.9% | Added |
| Rise Advisors, LLC | 55 | $23.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 57 | $24.5K | 0.00% | +52+1,040.0% | Added |
| Manchester Capital Management LLC | 60 | $25.8K | 0.00% | +60 | New |
| Oliver Lagore Vanvalin Investment Group | 64 | $27.5K | 0.01% | +2+3.2% | Added |
| Benjamin Edwards Inc | 67 | $29.0K | 0.01% | +8+13.6% | Added |
| SRS Capital Advisors, Inc. | 68 | $29.3K | 0.00% | +43+172.0% | Added |
| Leonteq Securities AG | 69 | $29.7K | 0.00% | +26+60.5% | Added |
| Signaturefd, LLC | 77 | $33.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 90 | $38.7K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 97 | $41.7K | 0.00% | +7+7.8% | Added |
| Ancora Advisors, LLC | 100 | $43.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 100 | $43.0K | 0.01% | +90+900.0% | Added |
| Quadrant Capital Group LLC | 119 | $51.2K | 0.00% | +3+2.6% | Added |
| Eagle Bay Advisors LLC | 122 | $52.5K | 0.03% | +19+18.4% | Added |
| Picton Mahoney Asset Management | 123 | $53.0K | 0.00% | +123 | New |
| Raleigh Capital Management Inc. | 127 | $54.6K | 0.02% | +20+18.7% | Added |
| Hexagon Capital Partners LLC | 132 | $56.8K | 0.01% | −2−1.5% | Reduced |
| Nomura Asset Management Co Ltd | 150 | $64.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 156 | $67.1K | 0.00% | +1+0.6% | Added |
| TD Private Client Wealth LLC | 169 | $72.7K | 0.00% | +169 | New |
| Rosenberg Matthew Hamilton | 193 | $82.6K | 0.02% | −19−9.0% | Reduced |
| Alaska Permanent Fund Corp | 188 | $86.8K | 0.00% | +4+2.2% | Added |
| Walleye Capital LLC | 222 | $95.5K | 0.00% | −3,244−93.6% | Reduced |
| Center for Financial Planning, Inc. | 225 | $96.8K | 0.01% | −38−14.4% | Reduced |
| MV Capital Management, Inc. | 225 | $96.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 238 | $102.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 262 | $112.7K | 0.00% | −549−67.7% | Reduced |
| Proequities, Inc. | 270 | $116.1K | 0.01% | +72+36.4% | Added |
| Ronald Blue Trust, Inc. | 308 | $116.7K | 0.00% | +172+126.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 300 | $129.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 321 | $139.0K | 0.00% | 00.0% | Unchanged |