| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 1 | $143 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $145 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $157 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $157 | 0.00% | +1 | New |
| Strive Financial Group ,LLC | 1 | $157 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $157 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $158 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $158 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $158 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $290 | 0.00% | +2 | New |
| Motco | 2 | $314 | 0.00% | +2 | New |
| Hollencrest Capital Management | 3 | $471 | 0.00% | −152−98.1% | Reduced |
| Private Trust Co NA | 3 | $471 | 0.00% | +3 | New |
| Mascoma Wealth Management LLC | 3 | $471 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $471 | 0.00% | +3 | New |
| Beacon Investment Advisory Services, Inc. | 4 | $629 | 0.00% | +4 | New |
| Valley National Advisers Inc | 5 | $786 | 0.00% | +5 | New |
| Essential Partners LLC | 6 | $942 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 6 | $942 | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $942 | 0.00% | +6 | New |
| Addison Advisors LLC | 6 | $943 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $1.10K | 0.00% | +3+75.0% | Added |
| Cornerstone Financial Management LLC | 7 | $1.10K | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 8 | $1.26K | 0.00% | +8 | New |
| Fourth Dimension Wealth, LLC | 8 | $1.26K | 0.00% | +8 | New |
| Quarry LP | 9 | $1.41K | 0.00% | −9−50.0% | Reduced |
| Cedar Mountain Advisors, LLC | 9 | $1.41K | 0.00% | −1−10.0% | Reduced |
| HFM Investment Advisors, LLC | 9 | $1.41K | 0.00% | +5+125.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $1.57K | 0.00% | −99,000−100.0% | Reduced |
| West Paces Advisors Inc. | 10 | $1.57K | 0.00% | +10 | New |
| Institute for Wealth Management, LLC. | 11 | $1.70K | 0.00% | +11 | New |
| Bogart Wealth, LLC | 11 | $1.73K | 0.00% | +9+450.0% | Added |
| Rialto Wealth Management, LLC | 11 | $1.73K | 0.00% | +6+120.0% | Added |
| Decker Retirement Planning Inc. | 12 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.88K | 0.00% | +1+9.1% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $2.04K | 0.00% | −20−60.6% | Reduced |
| Breakwater Investment Management | 13 | $2.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $2.20K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 14 | $2.27K | 0.00% | +5+55.6% | Added |
| Vermillion Wealth Management, Inc. | 15 | $2.35K | 0.00% | −6−28.6% | Reduced |
| Peterson Wealth Management | 15 | $2.35K | 0.00% | +15 | New |
| UMA Financial Services, Inc. | 15 | $2.36K | 0.00% | +3+25.0% | Added |
| AdvisorNet Financial, Inc | 16 | $2.51K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $2.51K | 0.00% | −8−33.3% | Reduced |
| Caitlin John, LLC | 18 | $2.83K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 18 | $2.83K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 18 | $2.83K | 0.00% | +18 | New |
| High Note Wealth, LLC | 21 | $3.30K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 24 | $3.74K | 0.00% | +24 | New |
| Dogwood Wealth Management LLC | 24 | $3.77K | 0.00% | +24 | New |
| CWM Advisors, LLC | 26 | $4.06K | 0.00% | +26 | New |
| Sittner & Nelson, LLC | 26 | $4.08K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 26 | $4.08K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 31 | $4.68K | 0.00% | −15−32.6% | Reduced |
| Avion Wealth | 33 | $5.00K | 0.00% | +3+10.0% | Added |
| CVA Family Office, LLC | 38 | $5.97K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $6.28K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 40 | $6.28K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 45 | $7.07K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 47 | $7.07K | 0.00% | +47 | New |
| TD Private Client Wealth LLC | 47 | $7.38K | 0.00% | +18+62.1% | Added |
| North Star Investment Management Corp. | 50 | $7.85K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 52 | $8.17K | 0.00% | +17+48.6% | Added |
| JFS Wealth Advisors, LLC | 56 | $8.79K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 57 | $8.95K | 0.00% | −1,374−96.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 59 | $9.27K | 0.00% | −59−50.0% | Reduced |
| Torren Management, LLC | 61 | $9.58K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 65 | $10.2K | 0.00% | +65 | New |
| Farmers & Merchants Investments Inc | 68 | $10.7K | 0.00% | +38+126.7% | Added |
| Camden Capital, LLC | 70 | $11.0K | 0.00% | +70 | New |
| Rothschild Investment LLC | 72 | $11.3K | 0.00% | −30−29.4% | Reduced |
| Parkside Financial Bank & Trust | 79 | $12.4K | 0.00% | −10−11.2% | Reduced |
| MCF Advisors LLC | 80 | $12.6K | 0.00% | +80 | New |
| Covestor Ltd | 91 | $14.0K | 0.01% | −69−43.1% | Reduced |
| Gladstone Capital Management LLP | 100 | $15.7K | 0.00% | −496,602−100.0% | Reduced |
| Toth Financial Advisory Corp | 100 | $15.7K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 100 | $15.7K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 100 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $16.3K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 119 | $18.7K | 0.02% | +119 | New |
| Employees Retirement System of Texas | 124 | $19.0K | 0.00% | +124 | New |
| Allied Private Wealth LLC | 150 | $21.1K | 0.01% | +150 | New |
| National Bank of Canada | 170 | $26.7K | 0.00% | +73+75.3% | Added |
| Bare Financial Services, Inc | 183 | $28.7K | 0.01% | +34+22.8% | Added |
| Marquette Asset Management, LLC | 194 | $30.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 196 | $30.8K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 203 | $31.9K | 0.00% | −528−72.2% | Reduced |
| ZRC Wealth Management, LLC | 224 | $35.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 235 | $36.9K | 0.00% | +233+11,650.0% | Added |
| Hilltop National Bank | 245 | $38.5K | 0.01% | +245 | New |
| Halbert Hargrove Global Advisors, LLC | 245 | $38.5K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 246 | $39.0K | 0.00% | +246 | New |
| Macquarie Group Ltd | 271 | $42.6K | 0.00% | +271 | New |
| Rakuten Securities, Inc. | 272 | $42.7K | 0.01% | −171−38.6% | Reduced |
| Capital Advisor Network LLC | 281 | $44.1K | 0.06% | +281 | New |
| USA Financial Formulas | 302 | $47.4K | 0.01% | +302 | New |
| JTC Employer Solutions Trusteee Ltd | 1,315 | $50.0K | 0.00% | 00.0% | Unchanged |