| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $177 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $177 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $177 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $178 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $178 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $178 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $344 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $532 | 0.00% | +2+200.0% | Added |
| Sachetta, LLC | 3 | $532 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $532 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $532 | 0.00% | +3 | New |
| Quarry LP | 4 | $709 | 0.00% | −12−75.0% | Reduced |
| Atlantic Trust, LLC | 4 | $709 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $709 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 4 | $709 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 5 | $886 | 0.00% | −3−37.5% | Reduced |
| Rialto Wealth Management, LLC | 5 | $886 | 0.00% | −1−16.7% | Reduced |
| Global Trust Asset Management, LLC | 5 | $886 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $1.06K | 0.00% | +3+100.0% | Added |
| AdvisorNet Financial, Inc | 6 | $1.06K | 0.00% | +6 | New |
| SHP Wealth Management | 8 | $1.42K | 0.00% | +1+14.3% | Added |
| HFM Investment Advisors, LLC | 8 | $1.42K | 0.00% | +5+166.7% | Added |
| International Assets Investment Management, LLC | 10 | $1.72K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 12 | $2.09K | 0.00% | +12 | New |
| Plante Moran Financial Advisors, LLC | 13 | $2.30K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 14 | $2.48K | 0.00% | +14 | New |
| TD Capital Management LLC | 14 | $2.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $2.66K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 15 | $2.66K | 0.00% | +15 | New |
| Essential Partners LLC | 16 | $2.83K | 0.00% | −3−15.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 17 | $3.01K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $3.01K | 0.00% | +11+183.3% | Added |
| Millstone Evans Group, LLC | 18 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $3.37K | 0.00% | −9−32.1% | Reduced |
| Creative Financial Designs Inc | 20 | $3.54K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 20 | $3.54K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 23 | $4.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 23 | $4.15K | 0.00% | −21−47.7% | Reduced |
| Harbor Investment Advisory, LLC | 24 | $4.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $4.25K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 24 | $4.25K | 0.00% | +24 | New |
| Quest 10 Wealth Builders, Inc. | 24 | $4.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $5.32K | 0.00% | −1−3.2% | Reduced |
| SJS Investment Consulting Inc. | 34 | $6.03K | 0.00% | +27+385.7% | Added |
| PFS Partners, LLC | 37 | $6.50K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 39 | $6.94K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 40 | $7.09K | 0.00% | −2−4.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 42 | $7.44K | 0.00% | +1+2.4% | Added |
| Valued Wealth Advisors LLC | 46 | $8.15K | 0.00% | +46 | New |
| CVA Family Office, LLC | 48 | $8.51K | 0.00% | −13−21.3% | Reduced |
| Rossby Financial, LCC | 49 | $8.68K | 0.00% | +11+28.9% | Added |
| Oakworth Capital, Inc. | 50 | $8.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 52 | $9.28K | 0.00% | −197−79.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 56 | $9.92K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 57 | $10.1K | 0.00% | −32−36.0% | Reduced |
| Private Trust Co NA | 57 | $10.1K | 0.00% | −8−12.3% | Reduced |
| Birchbrook, Inc. | 60 | $10.6K | 0.00% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 62 | $11.0K | 0.00% | +62 | New |
| Covestor Ltd | 65 | $12.0K | 0.01% | +15+30.0% | Added |
| Manchester Capital Management LLC | 72 | $12.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 75 | $13.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $13.5K | 0.00% | +2+2.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 83 | $14.7K | 0.00% | −9,449−99.1% | Reduced |
| Fortitude Family Office, LLC | 86 | $15.2K | 0.00% | −4−4.4% | Reduced |
| Parkside Financial Bank & Trust | 88 | $15.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $15.6K | 0.00% | +1+1.1% | Added |
| Bokf, NA | 92 | $16.3K | 0.00% | +92 | New |
| Nvest Wealth Strategies, Inc. | 95 | $16.8K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 100 | $17.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 99 | $17.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 100 | $17.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 104 | $18.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 104 | $18.5K | 0.00% | +104 | New |
| SBI Securities Co., Ltd. | 109 | $19.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 114 | $20.2K | 0.00% | −186−62.0% | Reduced |
| Alpine Bank Wealth Management | 127 | $22.5K | 0.00% | +127 | New |
| Larson Financial Group LLC | 136 | $24.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 140 | $24.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 152 | $26.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 162 | $28.7K | 0.00% | +1+0.6% | Added |
| Los Angeles Capital Management LLC | 168 | $29.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 174 | $30.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 175 | $31.0K | 0.00% | −11−5.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 178 | $31.6K | 0.00% | −3−1.7% | Reduced |
| ZRC Wealth Management, LLC | 190 | $33.7K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 191 | $33.9K | 0.01% | −64−25.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 196 | $34.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 204 | $36.1K | 0.00% | +8+4.1% | Added |