| Raleigh Capital Management Inc. | 0 | $63 | 0.00% | 0 | Unchanged |
| Signature Equity Partners, LLC | 1 | $185 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $186 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $186 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $370 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $370 | 0.00% | +2 | New |
| Triumph Capital Management | 2 | $373 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $398 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $511 | 0.00% | −1−33.3% | Reduced |
| AdvisorNet Financial, Inc | 3 | $555 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3 | $555 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $555 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $560 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 4 | $740 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $741 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 5 | $925 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1.11K | 0.00% | −26−81.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 7 | $1.30K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $1.30K | 0.00% | +3+75.0% | Added |
| Cromwell Holdings LLC | 8 | $1.49K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9 | $1.67K | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 9 | $1.67K | 0.00% | +6+200.0% | Added |
| Quest 10 Wealth Builders, Inc. | 9 | $1.67K | 0.00% | +9 | New |
| Root Financial Partners, LLC | 11 | $2.04K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 12 | $2.22K | 0.00% | +12 | New |
| TD Waterhouse Canada Inc. | 13 | $2.44K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $2.44K | 0.00% | +11+550.0% | Added |
| Basecamp Wealth Advisors LLC | 14 | $2.59K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $2.78K | 0.00% | −417−96.5% | Reduced |
| Rothschild Investment LLC | 16 | $2.96K | 0.00% | −2,323−99.3% | Reduced |
| Richardson Capital Management LLC | 16 | $2.96K | 0.00% | +16 | New |
| Marquette Asset Management, LLC | 16 | $2.96K | 0.00% | +12+300.0% | Added |
| Quent Capital, LLC | 19 | $3.52K | 0.00% | −10−34.5% | Reduced |
| Wolff Wiese Magana LLC | 19 | $3.52K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $3.70K | 0.00% | +20 | New |
| Albion Financial Group | 22 | $4.07K | 0.00% | +6+37.5% | Added |
| Sound Income Strategies, LLC | 22 | $4.12K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $4.44K | 0.00% | +5+26.3% | Added |
| UMA Financial Services, Inc. | 24 | $4.44K | 0.00% | +5+26.3% | Added |
| High Note Wealth, LLC | 26 | $4.81K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 26 | $4.81K | 0.00% | +1+4.0% | Added |
| Bayforest Capital Ltd | 28 | $5.18K | 0.01% | +28 | New |
| Cornerstone Planning Group LLC | 30 | $5.90K | 0.00% | +1+3.4% | Added |
| Frazier Financial Advisors, LLC | 34 | $6.29K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 39 | $7.22K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 43 | $7.96K | 0.00% | +43 | New |
| Farmers & Merchants Investments Inc | 47 | $8.70K | 0.00% | +2+4.4% | Added |
| Steward Partners Investment Advisory, LLC | 48 | $8.88K | 0.00% | +7+17.1% | Added |
| Bell Investment Advisors, Inc | 52 | $9.63K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 52 | $9.63K | 0.00% | +6+13.0% | Added |
| WPG Advisers, LLC | 56 | $10.4K | 0.01% | −12−17.6% | Reduced |
| Massmutual Trust Co FSB | 57 | $10.6K | 0.00% | +1+1.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 63 | $11.7K | 0.00% | +63 | New |
| Keating Financial Advisory Services, Inc. | 64 | $11.8K | 0.00% | −3−4.5% | Reduced |
| MTM Investment Management, LLC | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 69 | $13.0K | 0.00% | +64+1,280.0% | Added |
| Acumen Wealth Advisors, LLC | 71 | $13.3K | 0.00% | +50+238.1% | Added |
| Peregrine Capital Management LLC | 80 | $14.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 81 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $15.0K | 0.00% | −13−14.0% | Reduced |
| Financial Life Planners | 95 | $17.6K | 0.01% | +95 | New |
| IAG Wealth Partners, LLC | 95 | $17.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 94 | $17.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 98 | $18.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 102 | $18.8K | 0.00% | −2−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 114 | $21.1K | 0.00% | −178−61.0% | Reduced |
| V-Square Quantitative Management LLC | 123 | $22.8K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 136 | $27.5K | 0.02% | −14−9.3% | Reduced |
| Central Trust Co | 168 | $31.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 178 | $32.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 188 | $34.8K | 0.01% | +21+12.6% | Added |
| Smartleaf Asset Management LLC | 199 | $36.5K | 0.00% | +42+26.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 200 | $37.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 206 | $38.1K | 0.00% | −6−2.8% | Reduced |
| Mather Group, LLC. | 209 | $38.7K | 0.00% | +209 | New |
| Glen Eagle Advisors, LLC | 212 | $39.2K | 0.01% | +104+96.3% | Added |
| Los Angeles Capital Management LLC | 223 | $41.3K | 0.00% | +223 | New |
| Spire Wealth Management | 226 | $41.8K | 0.00% | −9−3.8% | Reduced |
| ZRC Wealth Management, LLC | 235 | $43.5K | 0.02% | +14+6.3% | Added |
| Harbour Investments, Inc. | 247 | $45.9K | 0.00% | +237+2,370.0% | Added |
| Avalon Trust Co | 249 | $46.1K | 0.00% | +249 | New |
| Canton Hathaway, LLC | 250 | $46.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $46.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 268 | $49.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 298 | $55.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 300 | $55.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 300 | $55.5K | 0.00% | +17+6.0% | Added |
| Ancora Advisors, LLC | 319 | $59.0K | 0.00% | +80+33.5% | Added |
| Elevated Capital Advisors, LLC | 322 | $59.6K | 0.02% | −4,328−93.1% | Reduced |
| Rosenberg Matthew Hamilton | 345 | $63.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $73.0K | 0.00% | +24+6.4% | Added |
| Capital Analysts, LLC | 398 | $74.0K | 0.00% | −12−2.9% | Reduced |
| Fulcrum Asset Management LLP | 434 | $79.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 471 | $87.2K | 0.00% | +16+3.5% | Added |
| Creative Financial Designs Inc | 475 | $87.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 483 | $89.0K | 0.06% | −560−53.7% | Reduced |