| ZRC Wealth Management, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Johnson Financial Group, Inc. | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $111 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $111 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 2 | $220 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $220 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 3 | $330 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $331 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $331 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $440 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $440 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $441 | 0.00% | +4 | New |
| Capital A Wealth Management, LLC | 5 | $550 | 0.00% | −2−28.6% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $550 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $550 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $551 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 5 | $587 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $660 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 9 | $991 | 0.00% | +6+200.0% | Added |
| Horizon Financial Services, LLC | 9 | $991 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 10 | $1.02K | 0.00% | +3+42.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.10K | 0.00% | −23−69.7% | Reduced |
| WealthTrak Capital Management LLC | 10 | $1.10K | 0.00% | −5−33.3% | Reduced |
| AdvisorNet Financial, Inc | 11 | $1.21K | 0.00% | −7−38.9% | Reduced |
| Rakuten Securities, Inc. | 11 | $1.21K | 0.00% | +11 | New |
| Richard W. Paul & Associates, LLC | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13 | $1.43K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 15 | $1.65K | 0.00% | +4+36.4% | Added |
| Global Financial Private Client, LLC | 16 | $1.76K | 0.00% | +11+220.0% | Added |
| SJS Investment Consulting Inc. | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 19 | $2.10K | 0.00% | +3+18.8% | Added |
| Cornerstone Planning Group LLC | 21 | $2.15K | 0.00% | +8+61.5% | Added |
| Gould Capital, LLC | 20 | $2.20K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 20 | $2.20K | 0.00% | +20 | New |
| Activest Wealth Management | 21 | $2.31K | 0.00% | +21 | New |
| Abound Wealth Management | 22 | $2.42K | 0.00% | −56−71.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $2.53K | 0.00% | +1+4.5% | Added |
| Archer Investment Corp | 25 | $2.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $2.86K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 26 | $2.86K | 0.00% | +3+13.0% | Added |
| Cullen/Frost Bankers, Inc. | 26 | $2.88K | 0.00% | −43−62.3% | Reduced |
| Tanaka Capital Management Inc | 26 | $3.00K | 0.01% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 28 | $3.08K | 0.00% | +28 | New |
| William B. Walkup & Associates, Inc. | 32 | $3.52K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 34 | $3.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $3.74K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 36 | $3.96K | 0.00% | −5−12.2% | Reduced |
| Rogco, LP | 37 | $4.07K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 41 | $4.49K | 0.00% | +41 | New |
| Westend Capital Management, LLC | 42 | $4.62K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 59 | $6.50K | 0.00% | +59 | New |
| Dunhill Financial, LLC | 59 | $6.52K | 0.00% | −4−6.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 60 | $6.61K | 0.00% | +60 | New |
| Greenline Partners, LLC | 63 | $6.94K | 0.00% | +63 | New |
| Pacific Center for Financial Services | 69 | $7.60K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $7.71K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 70 | $7.71K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $7.74K | 0.00% | −220−75.9% | Reduced |
| Bruce G. Allen Investments, LLC | 73 | $8.04K | 0.01% | +20+37.7% | Added |
| Quintet Private Bank (Europe) S.A. | 75 | $8.26K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $8.48K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 78 | $8.62K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 80 | $8.81K | 0.00% | −8−9.1% | Reduced |
| Fortitude Family Office, LLC | 85 | $9.36K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 90 | $9.94K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $10.1K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 96 | $10.6K | 0.06% | +96 | New |
| GW&K Investment Management, LLC | 96 | $11.0K | 0.00% | −4−4.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | $11.0K | 0.02% | −39−28.1% | Reduced |
| AllSquare Wealth Management LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 103 | $11.3K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 113 | $12.4K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 114 | $12.5K | 0.00% | +33+40.7% | Added |
| Sierra Ocean, LLC | 118 | $13.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 123 | $13.5K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 125 | $13.8K | 0.02% | +125 | New |
| Whipplewood Advisors, LLC | 43 | $14.1K | 0.01% | −85−66.4% | Reduced |
| First United Bank Trust | 130 | $14.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 131 | $14.4K | 0.00% | +131 | New |
| Rise Advisors, LLC | 136 | $15.0K | 0.01% | +10+7.9% | Added |
| Heritage Wealth Advisors | 146 | $16.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 147 | $16.2K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 150 | $16.5K | 0.01% | −250−62.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 151 | $16.6K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 153 | $16.8K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 160 | $17.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 161 | $17.7K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 163 | $17.9K | 0.00% | +163 | New |
| MV Capital Management, Inc. | 178 | $19.6K | 0.00% | +14+8.5% | Added |
| Private Wealth Asset Management, LLC | 182 | $20.0K | 0.00% | +182 | New |
| Ancora Advisors, LLC | 189 | $20.8K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 206 | $22.0K | 0.00% | +206 | New |
| Caldwell Sutter Capital, Inc. | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $22.0K | 0.01% | 00.0% | Unchanged |