| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Triumph Capital Management | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $230 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 2 | $231 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $345 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 3 | $345 | 0.00% | +3 | New |
| Ares Financial Consulting, LLC | 3 | $345 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $346 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 4 | $460 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $460 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 4 | $460 | 0.00% | +4 | New |
| Assetmark, Inc | 5 | $575 | 0.00% | +1+25.0% | Added |
| Rossby Financial, LCC | 5 | $575 | 0.00% | +1+25.0% | Added |
| Transamerica Financial Advisors, Inc. | 5 | $575 | 0.00% | +2+66.7% | Added |
| Creative Financial Designs Inc | 5 | $575 | 0.00% | +5 | New |
| Action Point Financial Planning, LLC | 6 | $575 | 0.00% | +6 | New |
| Marquette Asset Management, LLC | 5 | $576 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $576 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $576 | 0.00% | +5 | New |
| Entrust Financial LLC | 5 | $576 | 0.00% | +5 | New |
| N.E.W. Advisory Services LLC | 6 | $690 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $691 | 0.00% | +3+100.0% | Added |
| Bare Financial Services, Inc | 7 | $805 | 0.00% | +1+16.7% | Added |
| SHP Wealth Management | 7 | $805 | 0.00% | +2+40.0% | Added |
| Continuum Advisory, LLC | 7 | $805 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $806 | 0.00% | +3+75.0% | Added |
| Atlantic Trust, LLC | 7 | $806 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 8 | $920 | 0.00% | −1−11.1% | Reduced |
| Arlington Trust Co LLC | 8 | $920 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 8 | $928 | 0.00% | +8 | New |
| IMA Wealth, Inc. | 12 | $1.38K | 0.00% | +4+50.0% | Added |
| North Star Investment Management Corp. | 12 | $1.38K | 0.00% | +12 | New |
| Manchester Capital Management LLC | 12 | $1.38K | 0.00% | −1−7.7% | Reduced |
| Cromwell Holdings LLC | 13 | $1.50K | 0.00% | +7+116.7% | Added |
| Horizon Investments, LLC | 13 | $1.50K | 0.00% | +13 | New |
| Cranbrook Wealth Management, LLC | 14 | $1.61K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 16 | $1.84K | 0.00% | +16 | New |
| South State Corp. | 16 | $1.84K | 0.00% | +5+45.5% | Added |
| Zions Bancorporation, National Association | 17 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 17 | $1.96K | 0.00% | +17 | New |
| Principia Wealth Advisory, LLC | 18 | $2.07K | 0.00% | +17+1,700.0% | Added |
| Huntington National Bank | 19 | $2.19K | 0.00% | +15+375.0% | Added |
| Private Wealth Management Group, LLC | 20 | $2.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $2.30K | 0.00% | +10+100.0% | Added |
| Marshall Investment Management, LLC | 21 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.65K | 0.00% | +23 | New |
| MV Capital Management, Inc. | 24 | $2.76K | 0.00% | +24 | New |
| ORG Wealth Partners, LLC | 25 | $2.88K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 25 | $2.88K | 0.00% | +7+38.9% | Added |
| Keating Financial Advisory Services, Inc. | 25 | $2.88K | 0.00% | +9+56.3% | Added |
| Bell Investment Advisors, Inc | 26 | $2.99K | 0.00% | +16+160.0% | Added |
| Capital Advisors, Ltd. LLC | 28 | $3.00K | 0.00% | +3+12.0% | Added |
| Wiser Advisor Group LLC | 27 | $3.11K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 28 | $3.22K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 32 | $3.68K | 0.00% | −5−13.5% | Reduced |
| Farmers & Merchants Investments Inc | 33 | $3.80K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 33 | $3.80K | 0.00% | +33 | New |
| Hughes Financial Services, LLC | 34 | $3.91K | 0.00% | +33+3,300.0% | Added |
| Peregrine Capital Management LLC | 35 | $4.03K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 42 | $4.83K | 0.00% | −9,769−99.6% | Reduced |
| LRI Investments, LLC | 42 | $4.83K | 0.00% | +7+20.0% | Added |
| EFG International AG | 43 | $4.95K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 44 | $5.11K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 44 | $5.12K | 0.00% | +42+2,100.0% | Added |
| Gen-Wealth Partners Inc | 50 | $5.75K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 52 | $5.98K | 0.00% | +52 | New |
| Silver Grove Financial Group, Inc. | 53 | $6.10K | 0.00% | +53 | New |
| Steward Partners Investment Advisory, LLC | 55 | $6.33K | 0.00% | −103−65.2% | Reduced |
| Parkside Financial Bank & Trust | 58 | $6.67K | 0.00% | −32−35.6% | Reduced |
| Private Trust Co NA | 68 | $7.82K | 0.00% | −4−5.6% | Reduced |
| Covestor Ltd | 79 | $9.00K | 0.01% | +55+229.2% | Added |
| Newbridge Financial Services Group, Inc. | 80 | $9.20K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 96 | $11.0K | 0.00% | +96 | New |
| Ronald Blue Trust, Inc. | 107 | $12.3K | 0.00% | −1,491−93.3% | Reduced |
| Smithfield Trust Co | 110 | $13.0K | 0.00% | −127−53.6% | Reduced |
| Activest Wealth Management | 116 | $13.3K | 0.00% | +116 | New |
| Fulcrum Asset Management LLP | 129 | $15.0K | 0.00% | +129 | New |
| WPG Advisers, LLC | 131 | $15.1K | 0.01% | +131 | New |
| SJS Investment Consulting Inc. | 134 | $15.4K | 0.00% | +107+396.3% | Added |
| Fortitude Family Office, LLC | 135 | $15.5K | 0.00% | +135 | New |
| Kerr Financial Planning Corp | 145 | $16.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 154 | $17.7K | 0.00% | −53−25.6% | Reduced |
| Spire Wealth Management | 163 | $18.7K | 0.00% | +163 | New |
| Clearstead Advisors, LLC | 170 | $19.6K | 0.00% | +160+1,600.0% | Added |
| Los Angeles Capital Management LLC | 181 | $20.8K | 0.00% | −27,050−99.3% | Reduced |
| Owl Creek Wealth Partners LLC | 190 | $21.9K | 0.01% | +145+322.2% | Added |
| Salomon & Ludwin, LLC | 186 | $22.5K | 0.00% | +186 | New |
| Massmutual Trust Co FSB | 208 | $23.9K | 0.00% | +175+530.3% | Added |
| Daiwa Securities Group Inc. | 211 | $24.3K | 0.00% | −60−22.1% | Reduced |
| Nisa Investment Advisors, LLC | 214 | $24.6K | 0.00% | +125+140.4% | Added |
| Caitong International Asset Management Co., Ltd | 246 | $28.3K | 0.00% | −942−79.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 254 | $29.2K | 0.00% | +46+22.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 267 | $30.7K | 0.00% | +267 | New |
| American National Bank | 271 | $31.2K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 289 | $33.0K | 0.00% | −51−15.0% | Reduced |
| FNY Investment Advisers, LLC | 299 | $34.0K | 0.01% | +299 | New |
| TD Waterhouse Canada Inc. | 291 | $35.3K | 0.00% | −5−1.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 320 | $36.8K | 0.02% | −73−18.6% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 320 | $36.8K | 0.00% | −38,991−99.2% | Reduced |
| Signaturefd, LLC | 416 | $47.8K | 0.00% | +137+49.1% | Added |