| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $111 | 0.00% | 0 | New |
| Hughes Financial Services, LLC | 1 | $463 | 0.00% | −1−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $463 | 0.00% | −1−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $463 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $463 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $464 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1 | $464 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $467 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $927 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $927 | 0.00% | +2 | New |
| Montag A & Associates Inc | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.39K | 0.00% | −1−25.0% | Reduced |
| Dunhill Financial, LLC | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 3 | $1.39K | 0.01% | −3−50.0% | Reduced |
| Investors Research Corp | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 3 | $1.39K | 0.00% | +3 | New |
| NBC Securities, Inc. | 4 | $1.85K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.85K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $1.85K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 4 | $1.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $1.85K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 4 | $1.85K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $1.85K | 0.00% | +4 | New |
| Retirement Wealth Solutions LLC | 4 | $1.85K | 0.00% | −1−20.0% | Reduced |
| Noble Wealth Management PBC | 5 | $2.32K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5 | $2.32K | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 5 | $2.32K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $2.32K | 0.00% | +3+150.0% | Added |
| Cornerstone Planning Group LLC | 5 | $2.34K | 0.00% | −2−28.6% | Reduced |
| Manning & Napier Advisors LLC | 6 | $2.74K | 0.00% | +6 | New |
| Rothschild Investment LLC | 6 | $2.78K | 0.00% | −387−98.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $2.78K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6 | $2.78K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 7 | $3.06K | 0.00% | +5+250.0% | Added |
| Armstrong Advisory Group, Inc | 7 | $3.24K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 7 | $3.24K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7 | $3.24K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 7 | $3.24K | 0.00% | +7 | New |
| TD Waterhouse Canada Inc. | 7 | $3.27K | 0.00% | +7 | New |
| Cromwell Holdings LLC | 8 | $3.71K | 0.00% | +3+60.0% | Added |
| SJS Investment Consulting Inc. | 8 | $3.71K | 0.00% | −1−11.1% | Reduced |
| Synergy Investment Management, LLC | 9 | $4.17K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $4.17K | 0.00% | +1+12.5% | Added |
| Buck Wealth Strategies, LLC | 9 | $4.17K | 0.00% | +9 | New |
| West Paces Advisors Inc. | 9 | $4.17K | 0.00% | +9 | New |
| Sachetta, LLC | 9 | $4.17K | 0.00% | +7+350.0% | Added |
| Salomon & Ludwin, LLC | 9 | $4.20K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $4.63K | 0.00% | −11−52.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 10 | $4.63K | 0.00% | −5−33.3% | Reduced |
| Richardson Financial Services Inc. | 11 | $5.10K | 0.00% | −22−66.7% | Reduced |
| Archer Investment Corp | 11 | $5.10K | 0.00% | −1−8.3% | Reduced |
| Crewe Advisors LLC | 11 | $5.10K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12 | $5.56K | 0.00% | −1−7.7% | Reduced |
| CVA Family Office, LLC | 13 | $6.02K | 0.00% | −21−61.8% | Reduced |
| Massmutual Trust Co FSB | 13 | $6.02K | 0.00% | −7−35.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 13 | $6.02K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $6.02K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 13 | $6.02K | 0.00% | +13 | New |
| Atlantic Trust, LLC | 13 | $6.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $6.02K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $6.95K | 0.00% | −2,687−99.4% | Reduced |
| Fortitude Family Office, LLC | 15 | $6.95K | 0.00% | −9−37.5% | Reduced |
| Private Wealth Management Group, LLC | 16 | $7.41K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 17 | $7.88K | 0.00% | −2−10.5% | Reduced |
| Whittier Trust Co | 16 | $8.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $8.80K | 0.00% | −49−72.1% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $9.27K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 21 | $9.73K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $10.7K | 0.00% | −9−28.1% | Reduced |
| Abound Wealth Management | 23 | $10.7K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 23 | $10.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $11.1K | 0.00% | +8+50.0% | Added |
| Strengthening Families & Communities, LLC | 25 | $11.6K | 0.00% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 25 | $11.6K | 0.00% | +25 | New |
| Basecamp Wealth Advisors LLC | 26 | $12.0K | 0.00% | −23−46.9% | Reduced |
| Frazier Financial Advisors, LLC | 27 | $12.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $13.4K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 30 | $13.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $13.9K | 0.00% | +10+50.0% | Added |
| Rakuten Securities, Inc. | 30 | $13.9K | 0.00% | +26+650.0% | Added |
| Essential Partners LLC | 31 | $14.4K | 0.01% | −168−84.4% | Reduced |
| Bayforest Capital Ltd | 31 | $14.4K | 0.01% | −130−80.7% | Reduced |
| AdvisorNet Financial, Inc | 31 | $14.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 32 | $14.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $14.8K | 0.00% | −2−5.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 38 | $17.6K | 0.00% | +11+40.7% | Added |
| Cedar Mountain Advisors, LLC | 44 | $20.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 44 | $20.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 45 | $20.8K | 0.00% | −37−45.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 45 | $20.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 47 | $21.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $23.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 54 | $25.0K | 0.00% | −24−30.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $25.0K | 0.00% | 00.0% | Unchanged |