| Kozak & Associates, Inc. | 0 | $21 | 0.00% | −138−100.0% | Reduced |
| Private Wealth Asset Management, LLC | 5 | $292 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $292 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 6 | $329 | 0.00% | +6 | New |
| Ancora Advisors, LLC | 6 | $350 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 6 | $350 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 8 | $467 | 0.00% | +8 | New |
| Total Investment Management Inc | 9 | $525 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 10 | $584 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 10 | $584 | 0.00% | +10 | New |
| Parkworth Wealth Management, Inc. | 11 | $642 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 12 | $728 | 0.00% | −63−84.0% | Reduced |
| Strengthening Families & Communities, LLC | 15 | $875 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $875 | 0.00% | +9+150.0% | Added |
| Anfield Capital Management, LLC | 15 | $875 | 0.00% | +15 | New |
| FWL Investment Management, LLC | 15 | $875 | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 16 | $933 | 0.00% | +16 | New |
| American Capital Advisory, LLC | 16 | $934 | 0.00% | +16 | New |
| Lazard Asset Management LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 21 | $1.00K | 0.00% | +21 | New |
| Garde Capital, Inc. | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $1.23K | 0.00% | +11+110.0% | Added |
| Tortoise Investment Management, LLC | 21 | $1.23K | 0.00% | +21 | New |
| Minot DeBlois Advisors LLC | 25 | $1.46K | 0.00% | −25−50.0% | Reduced |
| Pinney & Scofield, Inc. | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $1.46K | 0.00% | +15+150.0% | Added |
| Principia Wealth Advisory, LLC | 26 | $1.52K | 0.00% | +6+30.0% | Added |
| Atlantic Trust, LLC | 26 | $1.52K | 0.00% | +26 | New |
| Bay Harbor Wealth Management, LLC | 28 | $1.63K | 0.00% | +18+180.0% | Added |
| Valued Wealth Advisors LLC | 29 | $1.70K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.73K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 35 | $1.80K | 0.00% | −19−35.2% | Reduced |
| SJS Investment Consulting Inc. | 31 | $1.81K | 0.00% | −22−41.5% | Reduced |
| St. Johns Investment Management Company, LLC | 31 | $1.81K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 32 | $1.87K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $2.04K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 37 | $2.06K | 0.00% | +37 | New |
| Raiffeisen Bank International AG | 36 | $2.10K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 36 | $2.10K | 0.00% | +9+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $2.57K | 0.00% | +24+120.0% | Added |
| Iron Horse Wealth Management, LLC | 45 | $2.62K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $2.63K | 0.00% | +45 | New |
| Webster Bank, N. A. | 46 | $2.68K | 0.00% | +46 | New |
| Fairscale Capital, LLC | 50 | $2.69K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $2.92K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 51 | $2.97K | 0.00% | +46+920.0% | Added |
| Scarborough Advisors, LLC | 57 | $3.34K | 0.00% | +57 | New |
| Country Trust Bank | 61 | $3.56K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 65 | $3.79K | 0.00% | −26−28.6% | Reduced |
| Financial Connections Group, Inc. | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 69 | $4.02K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 70 | $4.08K | 0.00% | +70 | New |
| Pineridge Advisors LLC | 79 | $4.62K | 0.00% | +20+33.9% | Added |
| Abound Wealth Management | 83 | $4.84K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 89 | $5.19K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 97 | $5.66K | 0.00% | −26−21.1% | Reduced |
| Cape Investment Advisory, Inc. | 103 | $6.01K | 0.00% | +82+390.5% | Added |
| GHP Investment Advisors, Inc. | 105 | $6.12K | 0.00% | −110−51.2% | Reduced |
| Hoey Investments, Inc | 106 | $6.18K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 109 | $6.36K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 110 | $6.42K | 0.00% | +28+34.1% | Added |
| Park Square Financial Group, LLC | 112 | $6.53K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 127 | $6.57K | 0.00% | +94+284.8% | Added |
| North Capital, Inc. | 116 | $6.76K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 128 | $7.46K | 0.00% | +128 | New |
| Creative Financial Designs Inc | 130 | $7.60K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 138 | $7.69K | 0.00% | +138 | New |
| HighMark Wealth Management LLC | 134 | $7.82K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 134 | $7.84K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 135 | $7.87K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 136 | $7.93K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 136 | $7.93K | 0.00% | +24+21.4% | Added |
| Cetera Trust Company, N.A | 141 | $8.22K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 144 | $8.40K | 0.00% | +2+1.4% | Added |
| Private Wealth Management Group, LLC | 147 | $8.57K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 152 | $8.87K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 157 | $9.16K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 161 | $9.39K | 0.00% | −50−23.7% | Reduced |
| Deseret Mutual Benefit Administrators | 161 | $9.39K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 172 | $10.0K | 0.00% | +59+52.2% | Added |
| Community Bank, N.A. | 175 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 175 | $10.2K | 0.01% | −440−71.5% | Reduced |
| Financial Management Professionals, Inc. | 176 | $10.3K | 0.00% | +50+39.7% | Added |
| Zions Bancorporation, National Association | 186 | $10.8K | 0.00% | −476−71.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 187 | $10.9K | 0.00% | +187 | New |
| Clal Insurance Enterprises Holdings Ltd | 181 | $11.0K | 0.00% | +181 | New |
| Rakuten Securities, Inc. | 197 | $11.5K | 0.00% | +144+271.7% | Added |
| Armstrong Advisory Group, Inc | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $11.7K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 201 | $11.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 202 | $11.8K | 0.00% | +79+64.2% | Added |
| VSM Wealth Advisory, LLC | 203 | $11.9K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 207 | $12.1K | 0.00% | +20+10.7% | Added |
| Crews Bank & Trust | 213 | $12.4K | 0.00% | 00.0% | Unchanged |
| Motco | 235 | $12.6K | 0.00% | +235 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 221 | $12.9K | 0.02% | 00.0% | Unchanged |