| CKW Financial Group | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| JNBA Financial Advisors | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $88 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $91 | 0.00% | +1 | New |
| Mascoma Wealth Management LLC | 2 | $175 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $175 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $175 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 2 | $176 | 0.00% | −13−86.7% | Reduced |
| HHM Wealth Advisors, LLC | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $176 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 3 | $263 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $350 | 0.00% | −1−20.0% | Reduced |
| Cromwell Holdings LLC | 4 | $350 | 0.00% | +4 | New |
| Asset Dedication, LLC | 4 | $351 | 0.00% | −28−87.5% | Reduced |
| Breakwater Investment Management | 4 | $351 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $438 | 0.00% | −1−16.7% | Reduced |
| SJS Investment Consulting Inc. | 5 | $438 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $438 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $438 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $438 | 0.00% | +2+66.7% | Added |
| Creative Capital Management Investments LLC | 6 | $525 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $526 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $613 | 0.00% | −15−68.2% | Reduced |
| HFM Investment Advisors, LLC | 7 | $613 | 0.00% | +4+133.3% | Added |
| Trust Co of Toledo NA | 8 | $700 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $876 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 10 | $876 | 0.00% | +1+11.1% | Added |
| Hazlett, Burt & Watson, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $1.05K | 0.00% | +2+20.0% | Added |
| Private Wealth Management Group, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 13 | $1.14K | 0.00% | +3+30.0% | Added |
| Action Point Financial Planning, LLC | 14 | $1.14K | 0.00% | +14 | New |
| West Paces Advisors Inc. | 14 | $1.23K | 0.00% | +14 | New |
| Ares Financial Consulting, LLC | 16 | $1.40K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 16 | $1.40K | 0.00% | +16 | New |
| Steigerwald, Gordon & Koch Inc. | 17 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 18 | $1.58K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 18 | $1.58K | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 19 | $1.66K | 0.00% | +2+11.8% | Added |
| Ameriflex Group, Inc. | 19 | $1.66K | 0.00% | +15+375.0% | Added |
| Whittier Trust Co of Nevada Inc | 19 | $1.74K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 27 | $2.00K | 0.00% | +4+17.4% | Added |
| Private Trust Co NA | 23 | $2.01K | 0.00% | −60−72.3% | Reduced |
| Bokf, NA | 23 | $2.01K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 23 | $2.01K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 24 | $2.10K | 0.00% | +14+140.0% | Added |
| Fortis Group Advisors, LLC | 25 | $2.19K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 25 | $2.19K | 0.00% | +25 | New |
| LRI Investments, LLC | 26 | $2.28K | 0.00% | +14+116.7% | Added |
| Hurley Capital, LLC | 28 | $2.45K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 30 | $2.63K | 0.00% | +30 | New |
| Princeton Global Asset Management LLC | 32 | $2.80K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 34 | $2.98K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 34 | $2.98K | 0.00% | +34 | New |
| Close Asset Management Ltd | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 38 | $3.44K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 41 | $3.59K | 0.00% | +41 | New |
| MV Capital Management, Inc. | 45 | $3.94K | 0.00% | +7+18.4% | Added |
| Smartleaf Asset Management LLC | 49 | $4.22K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 60 | $5.25K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 69 | $6.04K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 72 | $6.30K | 0.00% | −36,446−99.8% | Reduced |
| Sachetta, LLC | 74 | $6.48K | 0.00% | +8+12.1% | Added |
| Keating Financial Advisory Services, Inc. | 77 | $6.74K | 0.00% | +19+32.8% | Added |
| GW&K Investment Management, LLC | 76 | $7.00K | 0.00% | +76 | New |
| EverSource Wealth Advisors, LLC | 84 | $7.35K | 0.00% | +25+42.4% | Added |
| CVA Family Office, LLC | 97 | $8.49K | 0.00% | +4+4.3% | Added |
| First Command Advisory Services, Inc. | 99 | $8.67K | 0.00% | +40+67.8% | Added |
| Parkside Financial Bank & Trust | 102 | $8.93K | 0.00% | +5+5.2% | Added |
| GWM Advisors LLC | 108 | $9.46K | 0.00% | −42−28.0% | Reduced |
| Farther Finance Advisors, LLC | 124 | $10.8K | 0.00% | −1−0.8% | Reduced |
| Whittier Trust Co | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 130 | $11.0K | 0.00% | +60+85.7% | Added |
| IFP Advisors, Inc | 128 | $11.2K | 0.00% | −1−0.8% | Reduced |
| Rossby Financial, LCC | 133 | $11.6K | 0.00% | +53+66.3% | Added |
| Delta Asset Management LLC | 144 | $12.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 144 | $12.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 147 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 183 | $16.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 197 | $17.2K | 0.00% | +4+2.1% | Added |
| IFG Advisory, LLC | 197 | $17.2K | 0.00% | +197 | New |
| Harbour Investments, Inc. | 213 | $18.6K | 0.00% | +80+60.2% | Added |
| Blair William & Co | 247 | $21.6K | 0.00% | +50+25.4% | Added |
| Mather Group, LLC. | 248 | $21.7K | 0.00% | +25+11.2% | Added |
| Storebrand Asset Management AS | 267 | $23.4K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 276 | $24.2K | 0.00% | −5−1.8% | Reduced |
| Anchor Investment Management, LLC | 300 | $26.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 300 | $26.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 300 | $27.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 322 | $28.2K | 0.00% | −934−74.4% | Reduced |
| Rosenberg Matthew Hamilton | 330 | $28.9K | 0.01% | −3−0.9% | Reduced |
| Western Pacific Wealth Management, LP | 350 | $30.6K | 0.03% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 367 | $32.1K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 378 | $33.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 380 | $33.3K | 0.00% | +266+233.3% | Added |