| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Toronto Dominion Bank | 0 | $5 | 0.00% | −136−100.0% | Reduced |
| Napier Financial, LLC | 1 | $27 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $55 | 0.00% | −3−60.0% | Reduced |
| 3 Factor Indexing, LLC | 2 | $55 | 0.00% | −2−50.0% | Reduced |
| Wolff Wiese Magana LLC | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $55 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $55 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $55 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $55 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $82 | 0.00% | +3 | New |
| Elequin Capital LP | 5 | $137 | 0.00% | −53−91.4% | Reduced |
| Hurley Capital, LLC | 5 | $137 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $137 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $143 | 0.00% | +5 | New |
| Whittier Trust Co of Nevada Inc | 5 | $144 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 9 | $247 | 0.00% | +9 | New |
| Activest Wealth Management | 13 | $357 | 0.00% | +13 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | $381 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $385 | 0.00% | −36−72.0% | Reduced |
| North Star Investment Management Corp. | 20 | $549 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 20 | $549 | 0.00% | +20 | New |
| Planning Strategies Inc. | 20 | $549 | 0.00% | +20 | New |
| American Capital Advisory, LLC | 20 | $550 | 0.00% | +20 | New |
| Bare Financial Services, Inc | 21 | $577 | 0.00% | +1+5.0% | Added |
| Bear Mountain Capital, Inc. | 20 | $599 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 22 | $604 | 0.00% | +22 | New |
| HFM Investment Advisors, LLC | 23 | $632 | 0.00% | +12+109.1% | Added |
| Dunhill Financial, LLC | 25 | $686 | 0.00% | −4−13.8% | Reduced |
| TD Private Client Wealth LLC | 28 | $769 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 30 | $825 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 32 | $879 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $880 | 0.00% | −3−8.6% | Reduced |
| Zions Bancorporation, National Association | 35 | $961 | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | +29 | New |
| South State Corp. | 38 | $1.04K | 0.00% | +17+81.0% | Added |
| Mather Group, LLC. | 41 | $1.13K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 43 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 43 | $1.18K | 0.00% | +4+10.3% | Added |
| Creative Capital Management Investments LLC | 43 | $1.18K | 0.00% | +43 | New |
| Keating Financial Advisory Services, Inc. | 46 | $1.26K | 0.00% | −29−38.7% | Reduced |
| Salem Investment Counselors Inc | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 52 | $1.43K | 0.00% | −336−86.6% | Reduced |
| Cornerstone Planning Group LLC | 50 | $1.44K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 54 | $1.48K | 0.00% | −16,414−99.7% | Reduced |
| Sachetta, LLC | 59 | $1.62K | 0.00% | −196−76.9% | Reduced |
| Triumph Capital Management | 59 | $1.62K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 62 | $1.70K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 63 | $1.73K | 0.00% | +19+43.2% | Added |
| Ameriflex Group, Inc. | 64 | $1.76K | 0.00% | +64 | New |
| MidFirst Bank | 70 | $1.92K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 77 | $2.06K | 0.00% | +77 | New |
| Rialto Wealth Management, LLC | 76 | $2.09K | 0.00% | +42+123.5% | Added |
| Wall Street Access Asset Management, LLC | 96 | $2.64K | 0.00% | +96 | New |
| Tidemark, LLC | 100 | $2.75K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 100 | $2.75K | 0.00% | 00.0% | Unchanged |
| Natixis | 109 | $2.99K | 0.00% | +109 | New |
| Rothschild Investment LLC | 110 | $3.02K | 0.00% | +5+4.8% | Added |
| JPL Wealth Management, LLC | 111 | $3.05K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 112 | $3.08K | 0.00% | +93+489.5% | Added |
| SJS Investment Consulting Inc. | 120 | $3.30K | 0.00% | +97+421.7% | Added |
| Fortitude Family Office, LLC | 121 | $3.32K | 0.00% | −26−17.7% | Reduced |
| JFS Wealth Advisors, LLC | 125 | $3.43K | 0.00% | −10−7.4% | Reduced |
| Nemes Rush Group LLC | 133 | $3.65K | 0.00% | −15−10.1% | Reduced |
| Huntington National Bank | 141 | $3.87K | 0.00% | +7+5.2% | Added |
| Avion Wealth | 180 | $4.00K | 0.00% | +96+114.3% | Added |
| Farmers & Merchants Investments Inc | 150 | $4.12K | 0.00% | −20−11.8% | Reduced |
| Consultiva Wealth Management, Corp. | 150 | $4.12K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 153 | $4.20K | 0.00% | +46+43.0% | Added |
| MV Capital Management, Inc. | 166 | $4.56K | 0.00% | +129+348.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 173 | $4.75K | 0.00% | −71−29.1% | Reduced |
| Silver Grove Financial Group, Inc. | 177 | $4.86K | 0.00% | +177 | New |
| MCF Advisors LLC | 195 | $5.36K | 0.00% | +195 | New |
| First Horizon Corp | 200 | $5.49K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 202 | $5.55K | 0.00% | +139+220.6% | Added |
| Redwood Park Advisors LLC | 220 | $6.04K | 0.00% | +220 | New |
| Parkside Financial Bank & Trust | 224 | $6.15K | 0.00% | −8−3.4% | Reduced |
| Bayforest Capital Ltd | 234 | $6.43K | 0.01% | −8,203−97.2% | Reduced |
| Private Wealth Management Group, LLC | 240 | $6.59K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 240 | $6.59K | 0.00% | +151+169.7% | Added |
| Bell Investment Advisors, Inc | 242 | $6.65K | 0.00% | +201+490.2% | Added |
| BFSG, LLC | 255 | $7.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 273 | $7.50K | 0.00% | −24,753−98.9% | Reduced |
| CVA Family Office, LLC | 285 | $7.83K | 0.00% | +37+14.9% | Added |
| Advisors Asset Management, Inc. | 329 | $9.04K | 0.00% | −313−48.8% | Reduced |
| CoreCap Advisors, LLC | 354 | $9.72K | 0.00% | +334+1,670.0% | Added |
| Persistent Asset Partners Ltd | 412 | $11.3K | 0.00% | +412 | New |
| Assetmark, Inc | 433 | $11.9K | 0.00% | +134+44.8% | Added |
| True Wealth Design, LLC | 443 | $12.2K | 0.00% | −88−16.6% | Reduced |
| Strategic Advocates LLC | 481 | $13.2K | 0.05% | −847−63.8% | Reduced |
| Harbour Investments, Inc. | 487 | $13.4K | 0.00% | +1+0.2% | Added |
| Massmutual Trust Co FSB | 506 | $13.9K | 0.00% | +187+58.6% | Added |
| Smartleaf Asset Management LLC | 592 | $16.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 614 | $16.9K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 721 | $19.8K | 0.00% | +721 | New |
| Banque Cantonale Vaudoise | 748 | $21.0K | 0.00% | −6,070−89.0% | Reduced |
| Institute for Wealth Management, LLC. | 797 | $21.9K | 0.00% | +797 | New |