| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 1 | $26 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $48 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $51 | 0.00% | +2 | New |
| Concord Wealth Partners | 3 | $77 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $79 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4 | $102 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $102 | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $102 | 0.00% | +4 | New |
| IFP Advisors, Inc | 6 | $154 | 0.00% | −3−33.3% | Reduced |
| Strive Financial Group ,LLC | 6 | $154 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $179 | 0.00% | +1+16.7% | Added |
| HFM Investment Advisors, LLC | 9 | $231 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $256 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $359 | 0.00% | +14 | New |
| Godfrey Financial Associates, Inc. | 16 | $409 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $461 | 0.00% | +18 | New |
| Creative Capital Management Investments LLC | 18 | $461 | 0.00% | +18 | New |
| Action Point Financial Planning, LLC | 36 | $870 | 0.00% | +36 | New |
| Assetmark, Inc | 39 | $998 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 40 | $1.02K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 48 | $1.23K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 53 | $1.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $1.41K | 0.00% | +55 | New |
| Westside Investment Management, Inc. | 58 | $1.48K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 58 | $1.48K | 0.00% | +58 | New |
| Marquette Asset Management, LLC | 63 | $1.61K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 64 | $1.64K | 0.00% | +64 | New |
| EverSource Wealth Advisors, LLC | 72 | $1.84K | 0.00% | −30−29.4% | Reduced |
| UMA Financial Services, Inc. | 74 | $1.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 92 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 81 | $2.07K | 0.00% | +81 | New |
| RMG Wealth Management LLC | 100 | $2.09K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 88 | $2.25K | 0.00% | +8+10.0% | Added |
| Quarry LP | 88 | $2.25K | 0.00% | +88 | New |
| TD Waterhouse Canada Inc. | 100 | $2.37K | 0.00% | +100 | New |
| Institute for Wealth Management, LLC. | 94 | $2.40K | 0.00% | +94 | New |
| Keating Financial Advisory Services, Inc. | 94 | $2.40K | 0.00% | +41+77.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 94 | $2.40K | 0.00% | +94 | New |
| Fortitude Family Office, LLC | 99 | $2.53K | 0.00% | +50+102.0% | Added |
| Tradewinds Capital Management, LLC | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 100 | $2.56K | 0.00% | +100 | New |
| Spire Wealth Management | 100 | $2.56K | 0.00% | +100 | New |
| CVA Family Office, LLC | 102 | $2.61K | 0.00% | +102 | New |
| Axiom Investment Management LLC | 106 | $2.71K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $3.84K | 0.00% | +150 | New |
| Massmutual Trust Co FSB | 157 | $4.02K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 176 | $4.50K | 0.00% | +176 | New |
| Bare Financial Services, Inc | 181 | $4.63K | 0.00% | +46+34.1% | Added |
| Rossby Financial, LCC | 197 | $5.04K | 0.00% | +34+20.9% | Added |
| Costello Asset Management, INC | 200 | $5.12K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 203 | $5.19K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 221 | $5.66K | 0.00% | −529−70.5% | Reduced |
| Smartleaf Asset Management LLC | 244 | $6.33K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 252 | $6.45K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 265 | $6.78K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 271 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 303 | $7.75K | 0.00% | −14,389−97.9% | Reduced |
| Basecamp Wealth Advisors LLC | 340 | $8.70K | 0.00% | +96+39.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 362 | $9.26K | 0.00% | −282−43.8% | Reduced |
| Owl Creek Wealth Partners LLC | 405 | $10.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 480 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 484 | $12.4K | 0.00% | +73+17.8% | Added |
| First Horizon Corp | 498 | $12.7K | 0.00% | −162−24.5% | Reduced |
| Versant Capital Management, Inc | 538 | $13.8K | 0.00% | −3,138−85.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 575 | $14.7K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 595 | $15.2K | 0.00% | +595 | New |
| WPG Advisers, LLC | 734 | $18.8K | 0.01% | −53−6.7% | Reduced |
| Parallel Advisors, LLC | 800 | $20.5K | 0.00% | +266+49.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 823 | $21.1K | 0.00% | +8+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 850 | $21.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,000 | $25.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,177 | $30.1K | 0.00% | +1,097+1,371.3% | Added |
| Essential Partners LLC | 1,197 | $30.6K | 0.01% | +3+0.3% | Added |
| Farther Finance Advisors, LLC | 1,297 | $33.2K | 0.00% | −272−17.3% | Reduced |
| FNY Investment Advisers, LLC | 1,351 | $34.0K | 0.01% | −3,824−73.9% | Reduced |
| CoreCap Advisors, LLC | 1,425 | $36.5K | 0.00% | +1,425 | New |
| Geneos Wealth Management Inc. | 1,468 | $37.6K | 0.00% | +200+15.8% | Added |
| Bernard Wealth Management Corp. | 1,500 | $38.4K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 1,633 | $41.8K | 0.04% | +1,633 | New |
| Kemnay Advisory Services Inc. | 1,657 | $42.4K | 0.01% | −198−10.7% | Reduced |
| Allworth Financial LP | 1,693 | $43.3K | 0.00% | +176+11.6% | Added |
| Larson Financial Group LLC | 1,710 | $43.8K | 0.00% | −39−2.2% | Reduced |
| Sterling Capital Management LLC | 1,781 | $45.6K | 0.00% | −1,404−44.1% | Reduced |
| Rakuten Securities, Inc. | 1,840 | $47.1K | 0.01% | +1,630+776.2% | Added |
| SRS Capital Advisors, Inc. | 1,864 | $47.7K | 0.00% | +1,768+1,841.7% | Added |
| HHM Wealth Advisors, LLC | 1,926 | $49.3K | 0.00% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 2,072 | $53.0K | 0.00% | +2,072 | New |
| Advisors Asset Management, Inc. | 2,639 | $67.5K | 0.00% | −16−0.6% | Reduced |
| GAMMA Investing LLC | 3,049 | $78.0K | 0.00% | +782+34.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,846 | $98.4K | 0.00% | −449−10.5% | Reduced |
| Hartree Partners, LP | 4,000 | $102.4K | 0.02% | −26,000−86.7% | Reduced |
| Activest Wealth Management | 4,000 | $102.4K | 0.02% | +905+29.2% | Added |
| SBI Securities Co., Ltd. | 4,558 | $116.6K | 0.00% | −1,426−23.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,595 | $117.6K | 0.00% | +4,595 | New |
| Harbor Investment Advisory, LLC | 5,296 | $135.5K | 0.01% | +5,296 | New |
| Investment Counsel Co of Nevada | 5,400 | $138.2K | 0.26% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 5,713 | $148.3K | 0.00% | +5,713 | New |
| Los Angeles Capital Management LLC | 6,152 | $157.4K | 0.00% | +4,698+323.1% | Added |
