| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1 | $4 | 0.00% | +1 | New |
| Networth Advisors, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $17 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $25 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $26 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $68 | 0.00% | +8 | New |
| Lodestone Wealth Management LLC | 10 | $85 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 11 | $93 | 0.00% | +11 | New |
| Gill Capital Partners, LLC | 12 | $101 | 0.00% | +12 | New |
| Abound Wealth Management | 13 | $110 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 14 | $118 | 0.00% | −500−97.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 14 | $122 | 0.00% | +14 | New |
| Game Plan Financial Advisors, LLC | 15 | $127 | 0.00% | +13+650.0% | Added |
| Principia Wealth Advisory, LLC | 16 | $135 | 0.00% | +11+220.0% | Added |
| Hallmark Capital Management Inc | 17 | $144 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $177 | 0.00% | −9−30.0% | Reduced |
| Creative Capital Management Investments LLC | 25 | $211 | 0.00% | +25 | New |
| Financial Management Professionals, Inc. | 26 | $220 | 0.00% | +26 | New |
| Hilltop National Bank | 33 | $279 | 0.00% | −1,000−96.8% | Reduced |
| Bruce G. Allen Investments, LLC | 34 | $287 | 0.00% | −54−61.4% | Reduced |
| Zions Bancorporation, National Association | 36 | $304 | 0.00% | −88−71.0% | Reduced |
| Sunrise Financial Services, LLC | 36 | $304 | 0.00% | +36 | New |
| Dunhill Financial, LLC | 37 | $318 | 0.00% | +27+270.0% | Added |
| Blue Bell Private Wealth Management, LLC | 40 | $338 | 0.00% | −600−93.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 46 | $389 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 48 | $406 | 0.00% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 50 | $423 | 0.00% | +50 | New |
| Essential Partners LLC | 52 | $439 | 0.00% | +52 | New |
| Transamerica Financial Advisors, Inc. | 58 | $490 | 0.00% | +51+728.6% | Added |
| Bay Harbor Wealth Management, LLC | 65 | $549 | 0.00% | +17+35.4% | Added |
| Rialto Wealth Management, LLC | 71 | $600 | 0.00% | −19−21.1% | Reduced |
| Cornerstone Planning Group LLC | 61 | $650 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 84 | $710 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $845 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $845 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $845 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 100 | $845 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 105 | $888 | 0.00% | +105 | New |
| Rossby Financial, LCC | 111 | $918 | 0.00% | +111 | New |
| Keating Financial Advisory Services, Inc. | 124 | $1.05K | 0.00% | −269−68.4% | Reduced |
| Asset Dedication, LLC | 125 | $1.06K | 0.00% | −3,600−96.6% | Reduced |
| Atlantic Trust, LLC | 132 | $1.12K | 0.00% | −50−27.5% | Reduced |
| Mather Group, LLC. | 137 | $1.16K | 0.00% | +137 | New |
| HM Payson & Co | 147 | $1.24K | 0.00% | −353−70.6% | Reduced |
| Key Financial Inc | 150 | $1.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 159 | $1.34K | 0.00% | −12,721−98.8% | Reduced |
| Larson Financial Group LLC | 180 | $1.52K | 0.00% | −1,124−86.2% | Reduced |
| Arlington Trust Co LLC | 185 | $1.56K | 0.00% | +35+23.3% | Added |
| Godsey & Gibb Associates | 200 | $1.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 218 | $1.84K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 345 | $2.00K | 0.00% | −45−11.5% | Reduced |
| Parkside Financial Bank & Trust | 249 | $2.10K | 0.00% | −443−64.0% | Reduced |
| Boyd Watterson Asset Management LLC | 254 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 273 | $2.31K | 0.00% | +23+9.2% | Added |
| JFS Wealth Advisors, LLC | 280 | $2.37K | 0.00% | −140−33.3% | Reduced |
| MCF Advisors LLC | 280 | $2.37K | 0.00% | +280 | New |
| AdvisorNet Financial, Inc | 285 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 290 | $2.45K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 311 | $2.63K | 0.00% | +311 | New |
| Anfield Capital Management, LLC | 335 | $2.83K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 341 | $2.88K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 342 | $2.89K | 0.00% | +342 | New |
| HHM Wealth Advisors, LLC | 350 | $2.96K | 0.00% | −75−17.6% | Reduced |
| Capital Analysts, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 355 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 358 | $3.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 372 | $3.14K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 405 | $3.42K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 410 | $3.46K | 0.00% | +410 | New |
| Farmers & Merchants Investments Inc | 445 | $3.76K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 453 | $3.83K | 0.00% | −34−7.0% | Reduced |
| Private Wealth Asset Management, LLC | 460 | $3.89K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 467 | $3.95K | 0.00% | +224+92.2% | Added |
| Ronald Blue Trust, Inc. | 542 | $4.58K | 0.00% | +266+96.4% | Added |
| Fortitude Family Office, LLC | 569 | $4.81K | 0.00% | −73−11.4% | Reduced |
| McGuire Capital Advisors Inc | 575 | $4.86K | 0.00% | −40−6.5% | Reduced |
| WPG Advisers, LLC | 575 | $4.86K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 581 | $4.91K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 590 | $4.99K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 590 | $4.99K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 607 | $5.00K | 0.00% | −159−20.8% | Reduced |
| Colonial Trust Advisors | 600 | $5.07K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 614 | $5.19K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 652 | $5.39K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 668 | $5.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 686 | $5.80K | 0.00% | +686 | New |
| Root Financial Partners, LLC | 691 | $5.84K | 0.00% | −308−30.8% | Reduced |
| Danske Bank A/S | 700 | $5.92K | 0.00% | −8,700−92.6% | Reduced |
| Massmutual Trust Co FSB | 763 | $6.45K | 0.00% | −1,282−62.7% | Reduced |
| Private Trust Co NA | 841 | $7.11K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 900 | $7.61K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 907 | $7.66K | 0.00% | −339−27.2% | Reduced |
| Gen-Wealth Partners Inc | 910 | $7.69K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 997 | $8.43K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,083 | $8.78K | 0.00% | +2+0.2% | Added |
| Basecamp Wealth Advisors LLC | 1,048 | $8.86K | 0.00% | +349+49.9% | Added |
| Bogart Wealth, LLC | 1,172 | $9.90K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,202 | $10.2K | 0.01% | +443+58.4% | Added |