| Hemington Wealth Management | 8 | $0 | 0.00% | −33−80.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $80 | 0.00% | −1−50.0% | Reduced |
| Clear Street Markets LLC | 1 | $81 | 0.00% | −406−99.8% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $81 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $81 | 0.00% | −1−50.0% | Reduced |
| Activest Wealth Management | 2 | $161 | 0.00% | −49−96.1% | Reduced |
| Rialto Wealth Management, LLC | 2 | $162 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 3 | $242 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $314 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $323 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4 | $323 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $404 | 0.00% | −8−61.5% | Reduced |
| Arlington Trust Co LLC | 6 | $484 | 0.00% | −326−98.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $484 | 0.00% | +6 | New |
| Newbridge Financial Services Group, Inc. | 6 | $486 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $506 | 0.00% | −13−65.0% | Reduced |
| SJS Investment Consulting Inc. | 7 | $565 | 0.00% | −11−61.1% | Reduced |
| Rothschild Investment LLC | 7 | $565 | 0.00% | −5−41.7% | Reduced |
| Bare Financial Services, Inc | 7 | $565 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $565 | 0.00% | +7 | New |
| Cromwell Holdings LLC | 8 | $645 | 0.00% | −2−20.0% | Reduced |
| Private Wealth Management Group, LLC | 8 | $646 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $659 | 0.00% | +8 | New |
| Salem Investment Counselors Inc | 10 | $807 | 0.00% | −8−44.4% | Reduced |
| Garde Capital, Inc. | 10 | $807 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $888 | 0.00% | −38−77.6% | Reduced |
| Avion Wealth | 13 | $1.00K | 0.00% | −18−58.1% | Reduced |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $1.05K | 0.00% | +11+550.0% | Added |
| Tortoise Investment Management, LLC | 13 | $1.05K | 0.00% | +13 | New |
| Truvestments Capital LLC | 14 | $1.13K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 14 | $1.13K | 0.00% | +14 | New |
| Sachetta, LLC | 15 | $1.21K | 0.00% | −23−60.5% | Reduced |
| WealthTrak Capital Management LLC | 15 | $1.21K | 0.00% | +8+114.3% | Added |
| Financially Speaking Inc | 15 | $1.21K | 0.00% | +15 | New |
| Crowley Wealth Management, Inc. | 16 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 17 | $1.37K | 0.00% | +1+6.3% | Added |
| MV Capital Management, Inc. | 20 | $1.61K | 0.00% | −53−72.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 22 | $1.78K | 0.00% | −45−67.2% | Reduced |
| NewSquare Capital LLC | 23 | $1.85K | 0.00% | −115−83.3% | Reduced |
| Sierra Ocean, LLC | 24 | $1.94K | 0.00% | −32−57.1% | Reduced |
| ORG Wealth Partners, LLC | 29 | $2.39K | 0.00% | +29 | New |
| Fourth Dimension Wealth, LLC | 30 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $2.42K | 0.00% | +28+1,400.0% | Added |
| Kilter Group LLC | 32 | $2.58K | 0.00% | +32 | New |
| South State Corp. | 34 | $2.74K | 0.00% | −198−85.3% | Reduced |
| Financial Network Wealth Advisors LLC | 35 | $2.82K | 0.00% | −96−73.3% | Reduced |
| Bruce G. Allen Investments, LLC | 35 | $2.82K | 0.00% | −35−50.0% | Reduced |
| Investors Research Corp | 35 | $2.82K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 36 | $2.90K | 0.00% | +35+3,500.0% | Added |
| Webster Bank, N. A. | 36 | $2.90K | 0.00% | +36 | New |
| Harbour Investments, Inc. | 37 | $2.98K | 0.00% | −20−35.1% | Reduced |
| Financial Management Professionals, Inc. | 38 | $3.08K | 0.00% | −9−19.1% | Reduced |
| Aventura Private Wealth, LLC | 40 | $3.23K | 0.00% | −276−87.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 40 | $3.23K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 42 | $3.39K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 46 | $3.71K | 0.00% | +46 | New |
| Cape Investment Advisory, Inc. | 49 | $3.95K | 0.00% | −25−33.8% | Reduced |
| Whipplewood Advisors, LLC | 51 | $4.11K | 0.00% | −1,255−96.1% | Reduced |
| GHP Investment Advisors, Inc. | 55 | $4.46K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 56 | $4.52K | 0.00% | +56 | New |
| Raiffeisen Bank International AG | 61 | $4.92K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 64 | $5.19K | 0.00% | +24+60.0% | Added |
| Bell Investment Advisors, Inc | 65 | $5.24K | 0.00% | −10−13.3% | Reduced |
| Pacific Center for Financial Services | 65 | $5.24K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 73 | $5.35K | 0.00% | −78−51.7% | Reduced |
| WPG Advisers, LLC | 69 | $5.57K | 0.00% | −1,496−95.6% | Reduced |
| CoreCap Advisors, LLC | 78 | $6.29K | 0.00% | −23−22.8% | Reduced |
| SBI Securities Co., Ltd. | 79 | $6.37K | 0.00% | −48−37.8% | Reduced |
| CVA Family Office, LLC | 84 | $6.78K | 0.00% | −101−54.6% | Reduced |
| Pier Capital, LLC | 84 | $6.78K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 88 | $7.10K | 0.00% | +88 | New |
| Geneos Wealth Management Inc. | 92 | $7.42K | 0.00% | −280−75.3% | Reduced |
| Bryn Mawr Trust Co | 97 | $7.82K | 0.00% | +14+16.9% | Added |
| GPS Wealth Strategies Group, LLC | 98 | $7.90K | 0.00% | +53+117.8% | Added |
| Atlantic Trust, LLC | 105 | $8.47K | 0.00% | +45+75.0% | Added |
| Concord Wealth Partners | 106 | $8.55K | 0.00% | +1+1.0% | Added |
| Covestor Ltd | 115 | $9.00K | 0.01% | −8−6.5% | Reduced |
| JFS Wealth Advisors, LLC | 113 | $9.11K | 0.00% | −70−38.3% | Reduced |
| Hager Investment Management Services, LLC | 116 | $9.36K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $9.84K | 0.00% | +122 | New |
| West Branch Capital LLC | 130 | $10.5K | 0.00% | −100−43.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 138 | $11.1K | 0.00% | +138 | New |
| Rakuten Securities, Inc. | 139 | $11.2K | 0.00% | +118+561.9% | Added |
| Clark Wealth Partners | 190 | $15.3K | 0.01% | −45−19.1% | Reduced |
| Boit C F David | 208 | $16.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 214 | $17.3K | 0.00% | −985−82.2% | Reduced |
| Private Wealth Asset Management, LLC | 254 | $20.5K | 0.00% | −6−2.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 257 | $20.8K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 262 | $21.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 285 | $22.9K | 0.00% | −29−9.2% | Reduced |
| Creative Financial Designs Inc | 291 | $23.5K | 0.00% | −17−5.5% | Reduced |
| Rise Advisors, LLC | 292 | $23.6K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $24.2K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 311 | $25.1K | 0.00% | +132+73.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 335 | $25.4K | 0.01% | +335 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 355 | $28.6K | 0.00% | −734−67.4% | Reduced |
| Fortitude Family Office, LLC | 380 | $30.6K | 0.01% | −24−5.9% | Reduced |
| Leonteq Securities AG | 398 | $32.1K | 0.00% | +283+246.1% | Added |