| Coston, McIsaac & Partners | 5 | $0 | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1 | $117 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $118 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $118 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 1 | $127 | 0.00% | −112−99.1% | Reduced |
| Intentional Wealth Strategies, LLC | 2 | $234 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $234 | 0.00% | +2 | New |
| Rossby Financial, LCC | 2 | $241 | 0.00% | +1+100.0% | Added |
| Arlington Trust Co LLC | 3 | $351 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $351 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $468 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $469 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $481 | 0.00% | +4 | New |
| Golden State Wealth Management, LLC | 6 | $702 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 6 | $702 | 0.00% | +6 | New |
| Marquette Asset Management, LLC | 7 | $820 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 7 | $820 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $937 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 8 | $937 | 0.00% | +8 | New |
| Wall Street Financial Group, Inc. | 9 | $1.05K | 0.00% | +9 | New |
| Silicon Valley Capital Partners | 11 | $1.29K | 0.00% | +11 | New |
| IMA Wealth, Inc. | 12 | $1.40K | 0.00% | +12 | New |
| Vermillion Wealth Management, Inc. | 12 | $1.41K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 12 | $1.41K | 0.00% | +12 | New |
| Salomon & Ludwin, LLC | 11 | $1.42K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $1.52K | 0.00% | +13 | New |
| WPG Advisers, LLC | 14 | $1.64K | 0.00% | −26−65.0% | Reduced |
| SHP Wealth Management | 16 | $1.87K | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 17 | $1.99K | 0.00% | +16+1,600.0% | Added |
| Investors Research Corp | 20 | $2.34K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 20 | $2.34K | 0.00% | +20 | New |
| Toth Financial Advisory Corp | 20 | $2.34K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 19 | $2.41K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $2.46K | 0.00% | +6+40.0% | Added |
| Bryn Mawr Trust Co | 22 | $2.58K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 22 | $2.58K | 0.00% | +22 | New |
| Dunhill Financial, LLC | 22 | $2.59K | 0.00% | +9+69.2% | Added |
| Financial Consulate, Inc | 23 | $2.69K | 0.00% | +18+360.0% | Added |
| CWM Advisors, LLC | 25 | $2.92K | 0.00% | −3−10.7% | Reduced |
| Westside Investment Management, Inc. | 25 | $2.93K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 26 | $3.04K | 0.00% | +26 | New |
| Birchwood Financial Partners, Inc. | 28 | $3.28K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 28 | $3.28K | 0.00% | +12+75.0% | Added |
| Torren Management, LLC | 30 | $3.51K | 0.00% | −1,777−98.3% | Reduced |
| Whipplewood Advisors, LLC | 32 | $3.75K | 0.00% | +32 | New |
| J.Safra Asset Management Corp | 36 | $4.21K | 0.00% | +36 | New |
| Dogwood Wealth Management LLC | 40 | $4.68K | 0.00% | +33+471.4% | Added |
| Chesapeake Asset Management LLC | 43 | $5.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 44 | $5.15K | 0.00% | +33+300.0% | Added |
| AXS Investments LLC | 45 | $5.27K | 0.00% | −28−38.4% | Reduced |
| Cedar Mountain Advisors, LLC | 45 | $5.27K | 0.00% | +45 | New |
| Portus Wealth Advisors, LLC | 45 | $5.27K | 0.00% | +45 | New |
| High Note Wealth, LLC | 49 | $5.74K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 49 | $5.74K | 0.00% | +2+4.3% | Added |
| Strategic Wealth Partners, Ltd. | 50 | $5.85K | 0.00% | +50 | New |
| Geneos Wealth Management Inc. | 50 | $5.85K | 0.00% | +50 | New |
| Clearstead Advisors, LLC | 51 | $5.97K | 0.00% | −419−89.1% | Reduced |
| Capital Analysts, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Hazlett, Burt & Watson, Inc. | 55 | $7.00K | 0.00% | +55 | New |
| Bogart Wealth, LLC | 62 | $7.26K | 0.00% | +48+342.9% | Added |
| Bare Financial Services, Inc | 65 | $7.61K | 0.00% | +27+71.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 66 | $7.73K | 0.00% | +53+407.7% | Added |
| SJS Investment Consulting Inc. | 74 | $8.66K | 0.00% | +74 | New |
| Meeder Asset Management Inc | 75 | $8.78K | 0.00% | −35−31.8% | Reduced |
| Private Wealth Management Group, LLC | 77 | $9.02K | 0.00% | +37+92.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 83 | $9.72K | 0.00% | +83 | New |
| Walleye Capital LLC | 84 | $9.83K | 0.00% | −8,642−99.0% | Reduced |
| Abound Financial, LLC | 87 | $10.2K | 0.00% | +87 | New |
| United Financial Planning Group LLC | 89 | $10.4K | 0.01% | +89 | New |
| Hilton Head Capital Partners, LLC | 93 | $10.9K | 0.01% | −2−2.1% | Reduced |
| Vision Retirement, LLC | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 130 | $15.2K | 0.00% | +30+30.0% | Added |
| Rachor Investment Advisory Services, LLC | 134 | $15.7K | 0.01% | +19+16.5% | Added |
| Golden State Equity Partners | 135 | $15.8K | 0.00% | +135 | New |
| Contravisory Investment Management, Inc. | 136 | $15.9K | 0.00% | +136 | New |
| Massmutual Trust Co FSB | 137 | $16.0K | 0.00% | −18−11.6% | Reduced |
| Quent Capital, LLC | 140 | $16.4K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 150 | $17.6K | 0.00% | +150 | New |
| Versant Capital Management, Inc | 170 | $19.9K | 0.00% | +8+4.9% | Added |
| Hamrick Investment Counsel, llc | 170 | $19.9K | 0.01% | +80+88.9% | Added |
| LRI Investments, LLC | 174 | $20.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 181 | $21.2K | 0.00% | +17+10.4% | Added |
| Capital Advisors, Ltd. LLC | 199 | $23.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 219 | $25.6K | 0.00% | +219 | New |
| Cullen/Frost Bankers, Inc. | 222 | $26.0K | 0.00% | +222 | New |
| Rothschild Investment LLC | 241 | $28.2K | 0.00% | +28+13.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $29.3K | 0.01% | +250 | New |
| CoreCap Advisors, LLC | 260 | $30.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 264 | $30.9K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 282 | $33.0K | 0.01% | +11+4.1% | Added |
| SOA Wealth Advisors, LLC. | 294 | $34.4K | 0.01% | +294 | New |
| MAI Capital Management | 297 | $34.8K | 0.00% | +157+112.1% | Added |
| Hollencrest Capital Management | 300 | $35.1K | 0.00% | +60+25.0% | Added |
| Bayforest Capital Ltd | 302 | $35.4K | 0.04% | +302 | New |
| Manchester Capital Management LLC | 311 | $36.4K | 0.01% | +290+1,381.0% | Added |
| GWM Advisors LLC | 324 | $37.9K | 0.00% | +186+134.8% | Added |
| Parkside Financial Bank & Trust | 326 | $38.2K | 0.00% | +32+10.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 350 | $39.0K | 0.00% | +350 | New |
