| Navigoe, LLC | 24 | $0 | 0.00% | +24 | New |
| Medallion Wealth Advisors, LLC | 3 | $57 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 5 | $96 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 8 | $153 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $153 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $172 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 12 | $234 | 0.00% | +12 | New |
| Halbert Hargrove Global Advisors, LLC | 15 | $280 | 0.00% | +15 | New |
| Quaker Wealth Management, LLC | 19 | $363 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 21 | $401 | 0.00% | +21 | New |
| Activest Wealth Management | 22 | $420 | 0.00% | −395−94.7% | Reduced |
| MV Capital Management, Inc. | 27 | $516 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 37 | $706 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $726 | 0.00% | +38 | New |
| Zions Bancorporation, National Association | 43 | $820 | 0.00% | +43 | New |
| Tounjian Advisory Partners, LLC | 45 | $859 | 0.00% | +45 | New |
| HFM Investment Advisors, LLC | 55 | $1.05K | 0.00% | +26+89.7% | Added |
| Planning Strategies Inc. | 59 | $1.13K | 0.00% | +59 | New |
| Bay Harbor Wealth Management, LLC | 60 | $1.15K | 0.00% | +16+36.4% | Added |
| Cromwell Holdings LLC | 61 | $1.16K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 63 | $1.20K | 0.00% | +63 | New |
| DiNuzzo Private Wealth, Inc. | 64 | $1.22K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 71 | $1.35K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 74 | $1.41K | 0.00% | +74 | New |
| JPL Wealth Management, LLC | 75 | $1.43K | 0.00% | +75 | New |
| Salomon & Ludwin, LLC | 77 | $1.50K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 79 | $1.51K | 0.00% | −975−92.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 82 | $1.56K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 95 | $1.81K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 99 | $1.89K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 115 | $2.19K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 118 | $2.25K | 0.00% | +118 | New |
| Whipplewood Advisors, LLC | 121 | $2.31K | 0.00% | +13+12.0% | Added |
| Horizon Financial Services, LLC | 129 | $2.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 133 | $2.54K | 0.00% | −9−6.3% | Reduced |
| Bell Investment Advisors, Inc | 134 | $2.56K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 146 | $2.79K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 152 | $2.90K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 158 | $3.02K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 189 | $3.61K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 190 | $3.63K | 0.00% | +109+134.6% | Added |
| Burkett Financial Services, LLC | 191 | $3.65K | 0.00% | +1+0.5% | Added |
| Rialto Wealth Management, LLC | 205 | $3.91K | 0.00% | +85+70.8% | Added |
| Comprehensive Financial Planning, Inc. | 237 | $4.52K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 241 | $4.60K | 0.00% | +241 | New |
| Owl Creek Wealth Partners LLC | 250 | $4.77K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 252 | $4.81K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 257 | $4.87K | 0.00% | +257 | New |
| Avion Wealth | 314 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 299 | $5.71K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 318 | $6.07K | 0.00% | +318 | New |
| Fortitude Family Office, LLC | 320 | $6.11K | 0.00% | +13+4.2% | Added |
| Mather Group, LLC. | 330 | $6.30K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 340 | $6.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 366 | $6.98K | 0.00% | +119+48.2% | Added |
| Godfrey Financial Associates, Inc. | 389 | $7.42K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 420 | $8.01K | 0.00% | +420 | New |
| Brown Brothers Harriman & Co | 431 | $8.22K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 447 | $8.53K | 0.00% | +447 | New |
| WPG Advisers, LLC | 453 | $8.64K | 0.01% | +368+432.9% | Added |
| Basecamp Wealth Advisors LLC | 467 | $8.91K | 0.00% | +392+522.7% | Added |
| UMA Financial Services, Inc. | 467 | $8.91K | 0.00% | +56+13.6% | Added |
| Colonial Trust Advisors | 470 | $8.97K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 487 | $9.29K | 0.00% | −91−15.7% | Reduced |
| Danske Bank A/S | 500 | $9.54K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 514 | $9.81K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 557 | $10.6K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 580 | $11.1K | 0.00% | −5−0.9% | Reduced |
| Valley National Advisers Inc | 600 | $11.4K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 606 | $11.6K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 680 | $13.0K | 0.00% | +22+3.3% | Added |
| Geneos Wealth Management Inc. | 703 | $13.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 747 | $14.3K | 0.00% | +234+45.6% | Added |
| Bayforest Capital Ltd | 765 | $14.6K | 0.01% | +765 | New |
| Harvest Fund Management Co., Ltd | 778 | $15.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 791 | $15.1K | 0.00% | +85+12.0% | Added |
| Private Wealth Management Group, LLC | 808 | $15.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 888 | $16.9K | 0.00% | +231+35.2% | Added |
| Providence Capital Advisors, LLC | 946 | $18.1K | 0.00% | +946 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,217 | $23.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,255 | $23.9K | 0.00% | +209+20.0% | Added |
| Key Financial Inc | 1,379 | $26.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,400 | $26.7K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,473 | $28.1K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,510 | $28.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,529 | $29.2K | 0.00% | +537+54.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,661 | $31.7K | 0.00% | +961+137.3% | Added |
| Purpose Unlimited Inc. | 1,735 | $33.5K | 0.00% | +1,735 | New |
| GWM Advisors LLC | 1,878 | $35.8K | 0.00% | +2+0.1% | Added |
| Nomura Asset Management Co Ltd | 1,950 | $37.2K | 0.00% | −2,650−57.6% | Reduced |
| CoreCap Advisors, LLC | 2,058 | $39.3K | 0.00% | +48+2.4% | Added |
| LRI Investments, LLC | 2,092 | $39.9K | 0.00% | −72−3.3% | Reduced |
| Institute for Wealth Management, LLC. | 2,205 | $42.1K | 0.00% | +2,205 | New |
| Umb Bank N A | 2,625 | $50.1K | 0.00% | −50−1.9% | Reduced |
| JNBA Financial Advisors | 3,000 | $57.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3,000 | $57.2K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 3,028 | $57.8K | 0.00% | +510+20.3% | Added |
| Smallwood Wealth Investment Management, LLC | 3,135 | $59.8K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,289 | $62.8K | 0.00% | +1,106+50.7% | Added |
| Triumph Capital Management | 3,402 | $64.9K | 0.01% | 00.0% | Unchanged |