| Wood Tarver Financial Group, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $111 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 2 | $111 | 0.00% | +2 | New |
| Asset Dedication, LLC | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $221 | 0.00% | −7−63.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 4 | $221 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $273 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 8 | $442 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 9 | $497 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 10 | $552 | 0.00% | +7+233.3% | Added |
| Rothschild Investment LLC | 11 | $607 | 0.00% | −5−31.3% | Reduced |
| Financial Management Professionals, Inc. | 11 | $607 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $662 | 0.00% | +7+140.0% | Added |
| Parkworth Wealth Management, Inc. | 13 | $718 | 0.00% | +8+160.0% | Added |
| Tortoise Investment Management, LLC | 13 | $718 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 14 | $773 | 0.00% | −11−44.0% | Reduced |
| WealthTrak Capital Management LLC | 15 | $829 | 0.00% | −10−40.0% | Reduced |
| Sachetta, LLC | 16 | $884 | 0.00% | −35−68.6% | Reduced |
| Avion Wealth | 34 | $1.00K | 0.00% | −5−12.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 19 | $1.05K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 19 | $1.05K | 0.00% | +19 | New |
| Hughes Financial Services, LLC | 22 | $1.11K | 0.00% | +12+120.0% | Added |
| South State Corp. | 25 | $1.38K | 0.00% | −24−49.0% | Reduced |
| Garde Capital, Inc. | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 31 | $1.71K | 0.00% | +31 | New |
| Rialto Wealth Management, LLC | 31 | $1.71K | 0.00% | +31 | New |
| CVA Family Office, LLC | 32 | $1.77K | 0.00% | +32 | New |
| Rakuten Securities, Inc. | 33 | $1.82K | 0.00% | −217−86.8% | Reduced |
| Activest Wealth Management | 33 | $1.82K | 0.00% | +33 | New |
| Cromwell Holdings LLC | 34 | $1.88K | 0.00% | +14+70.0% | Added |
| Brown Brothers Harriman & Co | 36 | $1.99K | 0.00% | +36 | New |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | +7+19.4% | Added |
| Ancora Advisors, LLC | 39 | $2.15K | 0.00% | +39 | New |
| Crewe Advisors LLC | 39 | $2.15K | 0.00% | +30+333.3% | Added |
| Kozak & Associates, Inc. | 39 | $2.19K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 53 | $2.93K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 53 | $2.93K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 54 | $2.98K | 0.00% | +6+12.5% | Added |
| NBC Securities, Inc. | 60 | $3.00K | 0.00% | −4−6.3% | Reduced |
| TSFG, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 66 | $3.64K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $3.81K | 0.00% | −73−51.4% | Reduced |
| Bell Investment Advisors, Inc | 73 | $4.03K | 0.00% | −29−28.4% | Reduced |
| Cornerstone Planning Group LLC | 88 | $4.45K | 0.00% | −4−4.3% | Reduced |
| HighMark Wealth Management LLC | 81 | $4.47K | 0.00% | +81 | New |
| High Note Wealth, LLC | 82 | $4.53K | 0.00% | −12−12.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 97 | $5.36K | 0.00% | −5−4.9% | Reduced |
| Bare Financial Services, Inc | 98 | $5.41K | 0.00% | +67+216.1% | Added |
| Key Financial Inc | 99 | $5.47K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $5.52K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 104 | $5.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $5.80K | 0.00% | −14−11.8% | Reduced |
| Prestige Wealth Management Group LLC | 107 | $5.91K | 0.00% | −16−13.0% | Reduced |
| Fortitude Family Office, LLC | 112 | $6.18K | 0.00% | +112 | New |
| AdvisorNet Financial, Inc | 117 | $6.46K | 0.00% | +14+13.6% | Added |
| Washington Trust Advisors, Inc. | 133 | $7.34K | 0.00% | +12+9.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 163 | $7.62K | 0.00% | +163 | New |
| Parkside Financial Bank & Trust | 146 | $8.06K | 0.00% | −27−15.6% | Reduced |
| Iron Horse Wealth Management, LLC | 150 | $8.28K | 0.00% | +150 | New |
| Vermillion & White Wealth Management Group, LLC | 175 | $9.66K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 184 | $10.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $10.2K | 0.00% | −106−67.9% | Reduced |
| Smartleaf Asset Management LLC | 186 | $10.2K | 0.00% | −532−74.1% | Reduced |
| FNY Investment Advisers, LLC | 201 | $11.0K | 0.00% | +201 | New |
| Alerus Financial NA | 200 | $11.0K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 211 | $11.6K | 0.00% | +183+653.6% | Added |
| Westside Investment Management, Inc. | 216 | $11.8K | 0.00% | +216 | New |
| True Wealth Design, LLC | 227 | $12.5K | 0.00% | +25+12.4% | Added |
| Cary Street Partner Investment Advisory LLC | 232 | $12.8K | 0.01% | +66+39.8% | Added |
| Hemington Wealth Management | 243 | $13.0K | 0.00% | +66+37.3% | Added |
| Larson Financial Group LLC | 236 | $13.0K | 0.00% | −181−43.4% | Reduced |
| Farmers & Merchants Investments Inc | 240 | $13.3K | 0.00% | +32+15.4% | Added |
| Riverview Trust Co | 245 | $13.5K | 0.02% | −364−59.8% | Reduced |
| Bokf, NA | 288 | $15.9K | 0.00% | −4,171−93.5% | Reduced |
| Armstrong Advisory Group, Inc | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $18.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | $18.3K | 0.01% | +332 | New |
| NewSquare Capital LLC | 367 | $20.3K | 0.00% | +137+59.6% | Added |
| Nisa Investment Advisors, LLC | 368 | $20.3K | 0.00% | +169+84.9% | Added |
| Global X Japan Co., Ltd. | 369 | $20.4K | 0.00% | +93+33.7% | Added |
| Sterling Capital Management LLC | 445 | $24.6K | 0.00% | −555−55.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 460 | $25.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 543 | $30.0K | 0.00% | +404+290.6% | Added |
| MAI Capital Management | 547 | $30.2K | 0.00% | +301+122.4% | Added |
| Geneos Wealth Management Inc. | 549 | $30.3K | 0.00% | +19+3.6% | Added |
| Rise Advisors, LLC | 579 | $32.0K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 617 | $34.1K | 0.01% | +617 | New |
| Eastern Bank | 630 | $34.8K | 0.00% | +630 | New |
| EverSource Wealth Advisors, LLC | 660 | $36.4K | 0.00% | −38−5.4% | Reduced |
| GeoWealth Management, LLC | 665 | $36.7K | 0.00% | +665 | New |
| Spire Wealth Management | 720 | $39.8K | 0.00% | −99−12.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 950 | $52.5K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 956 | $52.8K | 0.01% | −2−0.2% | Reduced |
| Loomis Sayles & Co L P | 1,003 | $55.4K | 0.00% | +174+21.0% | Added |
| SRS Capital Advisors, Inc. | 1,008 | $55.7K | 0.00% | −72−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,121 | $61.9K | 0.00% | −478−29.9% | Reduced |
| Global Retirement Partners, LLC | 1,135 | $62.7K | 0.00% | +1,135 | New |
| Massmutual Trust Co FSB | 1,146 | $63.3K | 0.00% | +167+17.1% | Added |
| S.A. Mason LLC | 1,170 | $64.6K | 0.03% | −50−4.1% | Reduced |
