| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $228 | 0.00% | −7−70.0% | Reduced |
| Lee Financial Co | 4 | $305 | 0.00% | −26−86.7% | Reduced |
| Wolff Wiese Magana LLC | 5 | $381 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $381 | 0.00% | +5 | New |
| Caitlin John, LLC | 7 | $534 | 0.00% | +7 | New |
| Sugarloaf Wealth Management, LLC | 8 | $609 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $693 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $761 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $762 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 10 | $762 | 0.00% | +10 | New |
| Planning Capital Management Corp | 11 | $838 | 0.00% | +11 | New |
| Naples Money Management LLC | 12 | $914 | 0.00% | +12 | New |
| TSFG, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $1.60K | 0.00% | +21 | New |
| Manchester Capital Management LLC | 22 | $1.68K | 0.00% | +7+46.7% | Added |
| EverSource Wealth Advisors, LLC | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 24 | $1.83K | 0.00% | −1−4.0% | Reduced |
| SJS Investment Consulting Inc. | 24 | $1.83K | 0.00% | −6−20.0% | Reduced |
| JNBA Financial Advisors | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $2.29K | 0.00% | −107−78.1% | Reduced |
| Baystate Wealth Management LLC | 32 | $2.49K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 37 | $2.82K | 0.00% | +37 | New |
| Macroview Investment Management LLC | 38 | $2.89K | 0.00% | −143−79.0% | Reduced |
| Tradition Wealth Management, LLC | 33 | $3.00K | 0.00% | −24−42.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 43 | $3.27K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 43 | $3.27K | 0.00% | +43 | New |
| Heritage Wealth Advisors | 45 | $3.43K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 47 | $3.58K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 51 | $3.88K | 0.00% | +51 | New |
| Zions Bancorporation, N.A. | 53 | $4.04K | 0.00% | −9−14.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 61 | $4.64K | 0.01% | +61 | New |
| Red Tortoise LLC | 62 | $4.72K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 64 | $4.85K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 66 | $5.03K | 0.00% | +66 | New |
| Bruce G. Allen Investments, LLC | 70 | $5.33K | 0.00% | +70 | New |
| Itau Unibanco Holding S.A. | 73 | $5.56K | 0.00% | −80−52.3% | Reduced |
| South State Corp. | 73 | $5.56K | 0.00% | −49−40.2% | Reduced |
| IAG Wealth Partners, LLC | 80 | $6.09K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 81 | $6.17K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 83 | $6.32K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 85 | $6.47K | 0.00% | +85 | New |
| Salomon & Ludwin, LLC | 108 | $6.71K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 91 | $7.00K | 0.00% | +91 | New |
| North Star Investment Management Corp. | 100 | $7.61K | 0.00% | −9−8.3% | Reduced |
| JFS Wealth Advisors, LLC | 105 | $8.00K | 0.00% | +22+26.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 106 | $8.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 112 | $8.53K | 0.00% | +112 | New |
| SOA Wealth Advisors, LLC. | 116 | $8.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 116 | $8.83K | 0.00% | +116 | New |
| Beaird Harris Wealth Management, LLC | 118 | $8.98K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 121 | $9.00K | 0.00% | −60−33.1% | Reduced |
| Boyd Watterson Asset Management LLC | 123 | $9.37K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 126 | $9.59K | 0.00% | +126 | New |
| First Manhattan Co | 134 | $10.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 134 | $10.2K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 144 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 145 | $11.0K | 0.00% | +145 | New |
| Colonial Trust Co | 150 | $11.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 155 | $11.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 174 | $13.2K | 0.00% | −32−15.5% | Reduced |
| AdvisorNet Financial, Inc | 181 | $13.8K | 0.00% | +110+154.9% | Added |
| Larson Financial Group LLC | 185 | $14.1K | 0.00% | −46−19.9% | Reduced |
| Anchor Investment Management, LLC | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 200 | $15.2K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 203 | $15.4K | 0.01% | +203 | New |
| Private Trust Co NA | 207 | $15.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 210 | $16.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 208 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 217 | $16.5K | 0.00% | −1,000−82.2% | Reduced |
| Covestor Ltd | 219 | $17.0K | 0.01% | +73+50.0% | Added |
| Old Point Trust & Financial Services N A | 239 | $18.2K | 0.01% | +239 | New |
| Deseret Mutual Benefit Administrators | 244 | $18.6K | 0.01% | −91−27.2% | Reduced |
| Global X Japan Co., Ltd. | 254 | $19.3K | 0.01% | +254 | New |
| Bangor Savings Bank | 300 | $22.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $22.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 306 | $23.3K | 0.00% | −55−15.2% | Reduced |
| CVA Family Office, LLC | 310 | $23.6K | 0.00% | +310 | New |
| Bessemer Group Inc | 329 | $25.0K | 0.00% | −64−16.3% | Reduced |
| Bell Investment Advisors, Inc | 336 | $25.6K | 0.01% | +46+15.9% | Added |
| Tobam | 346 | $26.0K | 0.00% | +319+1,181.5% | Added |
| Sound Income Strategies, LLC | 350 | $26.6K | 0.00% | +350 | New |
| Hantz Financial Services, Inc. | 354 | $27.0K | 0.00% | −40−10.2% | Reduced |
| Bray Capital Advisors | 375 | $28.6K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 384 | $29.2K | 0.00% | +384 | New |
| Geneos Wealth Management Inc. | 391 | $29.7K | 0.00% | +11+2.9% | Added |
| Duncker Streett & Co Inc | 400 | $30.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $30.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $30.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 420 | $32.0K | 0.00% | +7+1.7% | Added |