| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Cullen/Frost Bankers, Inc. | 0 | $2 | 0.00% | −11−100.0% | Reduced |
| Activest Wealth Management | 1 | $52 | 0.00% | −36−97.3% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $52 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $52 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $104 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $155 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $159 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 6 | $309 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $310 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $361 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $361 | 0.00% | +7 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $516 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 10 | $516 | 0.00% | +10 | New |
| Brown, Lisle/Cummings, Inc. | 12 | $619 | 0.00% | +12 | New |
| Zions Bancorporation, National Association | 13 | $671 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $723 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $723 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $723 | 0.00% | +7+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 15 | $774 | 0.00% | +3+25.0% | Added |
| Ares Financial Consulting, LLC | 16 | $825 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $826 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 19 | $980 | 0.00% | +15+375.0% | Added |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 20 | $1.03K | 0.00% | +20 | New |
| N.E.W. Advisory Services LLC | 21 | $1.08K | 0.00% | +21 | New |
| Keating Financial Advisory Services, Inc. | 23 | $1.19K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 23 | $1.19K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 24 | $1.24K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 26 | $1.32K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 26 | $1.34K | 0.00% | +20+333.3% | Added |
| Retirement Wealth Solutions LLC | 26 | $1.34K | 0.00% | +2+8.3% | Added |
| JPL Wealth Management, LLC | 35 | $1.81K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 36 | $1.86K | 0.00% | +36 | New |
| Rialto Wealth Management, LLC | 38 | $1.96K | 0.00% | +11+40.7% | Added |
| Capital Advisors, Ltd. LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 39 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 44 | $2.27K | 0.00% | −10−18.5% | Reduced |
| NBC Securities, Inc. | 45 | $2.32K | 0.00% | −400−89.9% | Reduced |
| Sachetta, LLC | 45 | $2.32K | 0.00% | −2−4.3% | Reduced |
| Manning & Napier Advisors LLC | 47 | $2.44K | 0.00% | +47 | New |
| Principia Wealth Advisory, LLC | 56 | $2.89K | 0.00% | +38+211.1% | Added |
| Fortitude Family Office, LLC | 61 | $3.15K | 0.00% | +7+13.0% | Added |
| Wiser Advisor Group LLC | 73 | $3.74K | 0.00% | +1+1.4% | Added |
| MidFirst Bank | 74 | $3.82K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 87 | $4.49K | 0.00% | +87 | New |
| Essential Partners LLC | 88 | $4.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 98 | $5.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $5.31K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 104 | $5.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 105 | $5.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 115 | $5.93K | 0.00% | −20−14.8% | Reduced |
| Boreal Capital Management LLC | 115 | $5.93K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 117 | $6.04K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 136 | $7.00K | 0.00% | −8−5.6% | Reduced |
| Colonial Trust Co | 148 | $7.64K | 0.00% | +9+6.5% | Added |
| Bogart Wealth, LLC | 152 | $7.84K | 0.00% | −10−6.2% | Reduced |
| Clearstead Advisors, LLC | 152 | $7.86K | 0.00% | +120+375.0% | Added |
| Richardson Capital Management LLC | 160 | $8.25K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 169 | $8.72K | 0.00% | +40+31.0% | Added |
| CVA Family Office, LLC | 170 | $8.77K | 0.00% | +89+109.9% | Added |
| Action Point Financial Planning, LLC | 181 | $9.13K | 0.00% | +181 | New |
| Rothschild Investment LLC | 181 | $9.34K | 0.00% | +34+23.1% | Added |
| BOK Financial Private Wealth, Inc. | 190 | $9.80K | 0.00% | +190 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 194 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 210 | $10.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 212 | $10.9K | 0.00% | −39−15.5% | Reduced |
| IFP Advisors, Inc | 223 | $11.5K | 0.00% | +30+15.5% | Added |
| Allied Private Wealth LLC | 278 | $14.0K | 0.01% | +278 | New |
| Danske Bank A/S | 300 | $15.5K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 355 | $18.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 358 | $18.5K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 364 | $18.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 367 | $18.9K | 0.00% | −112−23.4% | Reduced |
| Atlantic Trust, LLC | 373 | $19.2K | 0.00% | +171+84.7% | Added |
| GHP Investment Advisors, Inc. | 401 | $20.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 402 | $20.7K | 0.00% | +58+16.9% | Added |
| Nomura Asset Management Co Ltd | 410 | $21.1K | 0.00% | −510−55.4% | Reduced |
| SJS Investment Consulting Inc. | 437 | $22.5K | 0.00% | +421+2,631.3% | Added |
| Rosenberg Matthew Hamilton | 492 | $25.4K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 574 | $25.6K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 493 | $26.0K | 0.00% | +31+6.7% | Added |
| Brown Brothers Harriman & Co | 505 | $26.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 621 | $32.0K | 0.00% | −355−36.4% | Reduced |
| Mather Group, LLC. | 658 | $33.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 770 | $39.7K | 0.00% | −189−19.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 847 | $43.7K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 855 | $44.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 887 | $45.8K | 0.00% | −25−2.7% | Reduced |
| Assetmark, Inc | 896 | $46.2K | 0.00% | +83+10.2% | Added |
| TD Private Client Wealth LLC | 900 | $46.4K | 0.00% | −107−10.6% | Reduced |
| Huntington National Bank | 907 | $46.8K | 0.00% | −25−2.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 997 | $51.4K | 0.00% | +997 | New |
| Optiver Holding B.V. | 1,008 | $52.0K | 0.00% | +1,008 | New |
| Bessemer Group Inc | 1,016 | $52.0K | 0.00% | +202+24.8% | Added |
| Peterson Wealth Management | 1,037 | $53.5K | 0.02% | +7+0.7% | Added |
| GWM Advisors LLC | 1,050 | $54.1K | 0.00% | −44−4.0% | Reduced |