| Avion Wealth | 6 | $0 | 0.00% | −3−33.3% | Reduced |
| First Personal Financial Services | 1 | $145 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $290 | 0.00% | +2 | New |
| Gould Capital, LLC | 3 | $434 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $434 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 3 | $435 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $435 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $558 | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $579 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $580 | 0.00% | +3+300.0% | Added |
| Beaird Harris Wealth Management, LLC | 6 | $869 | 0.00% | −1−14.3% | Reduced |
| SJS Investment Consulting Inc. | 6 | $869 | 0.00% | +2+50.0% | Added |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | +9 | New |
| Hemington Wealth Management | 16 | $1.00K | 0.00% | +16 | New |
| Hexagon Capital Partners LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $1.16K | 0.00% | +1+14.3% | Added |
| First Horizon Advisors, Inc. | 11 | $1.59K | 0.00% | −4−26.7% | Reduced |
| TFC Financial Management | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11 | $1.59K | 0.00% | +7+175.0% | Added |
| FSA Wealth Management LLC | 14 | $2.03K | 0.00% | +14 | New |
| WR Wealth Planners, LLC | 15 | $2.17K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 15 | $2.17K | 0.00% | +15 | New |
| ZRC Wealth Management, LLC | 15 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $2.32K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $2.46K | 0.00% | −2−10.5% | Reduced |
| Private Wealth Management Group, LLC | 18 | $2.61K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 18 | $2.61K | 0.01% | +4+28.6% | Added |
| Brown Brothers Harriman & Co | 21 | $3.04K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 23 | $3.33K | 0.00% | +14+155.6% | Added |
| Farmers & Merchants Investments Inc | 25 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 28 | $3.86K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 27 | $3.91K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 29 | $4.00K | 0.00% | −6,091−99.5% | Reduced |
| Capital Analysts, LLC | 30 | $4.00K | 0.00% | +25+500.0% | Added |
| Capital Performance Advisors LLP | 31 | $4.49K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 31 | $4.49K | 0.00% | −4−11.4% | Reduced |
| Rothschild Investment LLC | 32 | $4.63K | 0.00% | +2+6.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35 | $5.07K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 56 | $5.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $5.79K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 43 | $6.23K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 48 | $6.95K | 0.00% | −180−78.9% | Reduced |
| Global Wealth Strategies & Associates | 50 | $7.24K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 76 | $7.59K | 0.00% | −6−7.3% | Reduced |
| Cetera Trust Company, N.A | 55 | $7.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 61 | $9.00K | 0.00% | +4+7.0% | Added |
| Spire Wealth Management | 66 | $9.56K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 67 | $9.70K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 67 | $9.70K | 0.00% | +11+19.6% | Added |
| Capital Advisors, Ltd. LLC | 66 | $10.0K | 0.00% | +4+6.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 70 | $10.1K | 0.00% | +70 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $10.7K | 0.00% | −37−33.3% | Reduced |
| GW&K Investment Management, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 80 | $11.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 80 | $11.6K | 0.00% | +80 | New |
| AdvisorNet Financial, Inc | 98 | $14.2K | 0.00% | +1+1.0% | Added |
| Key Financial Inc | 100 | $14.5K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $14.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 101 | $14.6K | 0.00% | −1,152−91.9% | Reduced |
| Planning Capital Management Corp | 101 | $14.6K | 0.01% | +100+10,000.0% | Added |
| McMahon Financial Advisors, LLC | 104 | $15.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $16.8K | 0.00% | −17−12.8% | Reduced |
| Optiver Holding B.V. | 119 | $17.2K | 0.00% | +119 | New |
| Prestige Wealth Management Group LLC | 124 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 125 | $18.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 129 | $18.2K | 0.00% | +129 | New |
| SRS Capital Advisors, Inc. | 132 | $19.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 142 | $20.6K | 0.00% | −42−22.8% | Reduced |
| Parkside Financial Bank & Trust | 156 | $22.6K | 0.00% | +29+22.8% | Added |
| Rise Advisors, LLC | 173 | $25.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 174 | $25.2K | 0.00% | +2+1.2% | Added |
| J.Safra Asset Management Corp | 184 | $26.6K | 0.00% | +164+820.0% | Added |
| Arete Wealth Advisors, LLC | 20,059 | $28.0K | 0.00% | +250+1.3% | Added |
| EverSource Wealth Advisors, LLC | 195 | $28.2K | 0.00% | +16+8.9% | Added |
| Coppell Advisory Solutions LLC | 200 | $28.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $29.0K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 219 | $31.7K | 0.00% | +38+21.0% | Added |
| Financial Management Professionals, Inc. | 226 | $33.0K | 0.00% | +224+11,200.0% | Added |
| Smithfield Trust Co | 235 | $34.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 238 | $34.5K | 0.00% | −460−65.9% | Reduced |
| Ci Investments Inc. | 273 | $40.0K | 0.00% | +56+25.8% | Added |
| LGT Financial Advisors LLC | 282 | $40.8K | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 301 | $43.6K | 0.00% | +301 | New |
| Umb Bank N A | 305 | $44.2K | 0.00% | +120+64.9% | Added |
| V-Square Quantitative Management LLC | 313 | $45.3K | 0.01% | +142+83.0% | Added |
| CIBC Private Wealth Group, LLC | 339 | $49.1K | 0.00% | +44+14.9% | Added |
| IMA Wealth, Inc. | 374 | $54.2K | 0.01% | +374 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 398 | $57.6K | 0.00% | +208+109.5% | Added |
| Mendota Financial Group, LLC | 399 | $57.8K | 0.03% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 400 | $57.9K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 441 | $63.9K | 0.00% | +104+30.9% | Added |
| TSFG, LLC | 500 | $72.0K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 500 | $72.4K | 0.07% | −6,680−93.0% | Reduced |
| Bryn Mawr Trust Co | 504 | $73.0K | 0.00% | +504 | New |
| Mirae Asset Global Investments Co., Ltd. | 537 | $77.5K | 0.00% | −131−19.6% | Reduced |
| Jones Financial Companies LLLP | 538 | $77.6K | 0.00% | +492+1,069.6% | Added |
| NBC Securities, Inc. | 591 | $85.0K | 0.01% | −764−56.4% | Reduced |
