| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 1 | $216 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $217 | 0.00% | +1 | New |
| Bell Investment Advisors, Inc | 2 | $433 | 0.00% | −1−33.3% | Reduced |
| DecisionPoint Financial, LLC | 2 | $437 | 0.00% | +2 | New |
| Quent Capital, LLC | 3 | $649 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $650 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $865 | 0.00% | +4 | New |
| Avion Wealth | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $1.08K | 0.00% | +1+25.0% | Added |
| Manchester Capital Management LLC | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $1.73K | 0.00% | +8 | New |
| International Assets Investment Management, LLC | 8 | $1.75K | 0.00% | +8 | New |
| Rossby Financial, LCC | 9 | $1.95K | 0.00% | +3+50.0% | Added |
| HFM Investment Advisors, LLC | 10 | $2.16K | 0.00% | +5+100.0% | Added |
| Bruce G. Allen Investments, LLC | 11 | $2.38K | 0.00% | −19−63.3% | Reduced |
| JPL Wealth Management, LLC | 11 | $2.38K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $2.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $2.60K | 0.00% | +1+9.1% | Added |
| Park Place Capital Corp | 13 | $2.81K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $2.81K | 0.00% | +8+160.0% | Added |
| TD Private Client Wealth LLC | 14 | $3.03K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 15 | $3.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 15 | $3.25K | 0.00% | +15 | New |
| Creative Capital Management Investments LLC | 15 | $3.25K | 0.00% | +15 | New |
| TD Capital Management LLC | 17 | $3.69K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $4.97K | 0.00% | −1−4.2% | Reduced |
| PFS Partners, LLC | 24 | $5.24K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 25 | $5.41K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 27 | $5.84K | 0.00% | +9+50.0% | Added |
| Northwestern Mutual Wealth Management Co | 29 | $6.27K | 0.00% | −26−47.3% | Reduced |
| Farmers & Merchants Investments Inc | 32 | $6.92K | 0.00% | −1−3.0% | Reduced |
| Rocky Mountain Advisers, LLC | 36 | $7.79K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 39 | $8.44K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 40 | $8.65K | 0.00% | +40 | New |
| Mather Group, LLC. | 43 | $9.30K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 43 | $9.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 46 | $9.95K | 0.00% | +35+318.2% | Added |
| Harbour Investments, Inc. | 47 | $10.2K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 48 | $10.4K | 0.00% | −9−15.8% | Reduced |
| Action Point Financial Planning, LLC | 55 | $10.8K | 0.00% | +55 | New |
| Versant Capital Management, Inc | 54 | $11.7K | 0.00% | +36+200.0% | Added |
| JFS Wealth Advisors, LLC | 58 | $12.5K | 0.00% | +2+3.6% | Added |
| Prestige Wealth Management Group LLC | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 61 | $13.2K | 0.00% | +4+7.0% | Added |
| Essential Partners LLC | 65 | $14.1K | 0.01% | −94−59.1% | Reduced |
| WPG Advisers, LLC | 69 | $14.9K | 0.01% | −1−1.4% | Reduced |
| Silver Grove Financial Group, Inc. | 74 | $16.0K | 0.01% | +74 | New |
| Cornerstone Planning Group LLC | 77 | $16.1K | 0.00% | +76+7,600.0% | Added |
| Sfam, LLC | 75 | $16.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 78 | $16.9K | 0.00% | +8+11.4% | Added |
| Massmutual Trust Co FSB | 80 | $17.3K | 0.00% | +1+1.3% | Added |
| SBI Securities Co., Ltd. | 81 | $17.5K | 0.00% | +58+252.2% | Added |
| Atlantic Trust, LLC | 83 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 83 | $18.0K | 0.01% | +83 | New |
| Private Wealth Management Group, LLC | 84 | $18.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 93 | $20.1K | 0.00% | +15+19.2% | Added |
| Capital Advisors, Ltd. LLC | 97 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $21.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $21.6K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $21.6K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $21.6K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 103 | $22.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 115 | $24.9K | 0.00% | +115 | New |
| Parallel Advisors, LLC | 122 | $26.4K | 0.00% | −9−6.9% | Reduced |
| Central Trust Co | 123 | $26.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 142 | $30.7K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 145 | $31.4K | 0.00% | −112−43.6% | Reduced |
| National Bank of Canada | 152 | $32.9K | 0.00% | +152 | New |
| Trust Co of Toledo NA | 152 | $32.9K | 0.00% | +152 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155 | $33.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 161 | $34.8K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 168 | $36.3K | 0.00% | −118−41.3% | Reduced |
| Basecamp Wealth Advisors LLC | 178 | $38.5K | 0.01% | −8−4.3% | Reduced |
| Nomura Asset Management Co Ltd | 180 | $38.9K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 180 | $38.9K | 0.00% | +180 | New |
| Community Bank, N.A. | 199 | $43.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $43.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 202 | $43.7K | 0.00% | −3−1.5% | Reduced |
| Assetmark, Inc | 207 | $44.8K | 0.00% | +13+6.7% | Added |
| High Point Wealth Management, LLC | 207 | $44.8K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 226 | $48.9K | 0.01% | −1−0.4% | Reduced |
| Davis Capital Management | 226 | $48.9K | 0.03% | +226 | New |
| Leonteq Securities AG | 256 | $55.4K | 0.00% | +256 | New |
| Rialto Wealth Management, LLC | 258 | $55.8K | 0.01% | +1+0.4% | Added |
| Optiver Holding B.V. | 268 | $58.0K | 0.00% | +61+29.5% | Added |
| TD Waterhouse Canada Inc. | 282 | $61.5K | 0.00% | −1,329−82.5% | Reduced |
| Covestor Ltd | 285 | $62.0K | 0.04% | +62+27.8% | Added |
| SHP Wealth Management | 309 | $66.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 378 | $82.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 403 | $87.2K | 0.00% | +15+3.9% | Added |
| Farther Finance Advisors, LLC | 423 | $91.5K | 0.00% | +9+2.2% | Added |
| Employees Retirement System of Texas | 427 | $92.0K | 0.00% | +427 | New |
| Global Retirement Partners, LLC | 436 | $94.3K | 0.00% | +436 | New |