| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $149 | 0.00% | +2 | New |
| True Wealth Design, LLC | 4 | $269 | 0.00% | +4 | New |
| Longfellow Investment Management Co LLC | 10 | $673 | 0.00% | +4+66.7% | Added |
| Baker Avenue Asset Management, LP | 12 | $807 | 0.00% | +12 | New |
| Private Advisor Group, LLC | 12,941 | $870 | 0.00% | −2,891−18.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 13 | $874 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 19 | $1.00K | 0.00% | +19 | New |
| TCI Wealth Advisors, Inc. | 17 | $1.14K | 0.00% | −1−5.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 19 | $1.28K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 21 | $1.41K | 0.00% | −20−48.8% | Reduced |
| Farther Finance Advisors, LLC | 21 | $1.41K | 0.00% | +21 | New |
| TFC Financial Management | 27 | $1.82K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 28 | $1.86K | 0.00% | +28 | New |
| Disciplined Investments, LLC | 28 | $1.88K | 0.00% | −4−12.5% | Reduced |
| Pinnacle Financial Partners Inc | 28 | $1.88K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 35 | $2.35K | 0.00% | +18+105.9% | Added |
| Harbour Investments, Inc. | 39 | $2.62K | 0.00% | +38+3,800.0% | Added |
| Glassman Wealth Services | 40 | $2.69K | 0.00% | +5+14.3% | Added |
| Concord Wealth Partners | 43 | $2.89K | 0.00% | +43 | New |
| Simplex Trading, LLC | 49 | $3.00K | 0.00% | +49 | New |
| Cary Street Partner Investment Advisory LLC | 48 | $3.23K | 0.00% | +48 | New |
| Institutional & Family Asset Management, LLC | 52 | $3.50K | 0.00% | −41−44.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 60 | $4.04K | 0.00% | +60 | New |
| Manchester Capital Management LLC | 62 | $4.17K | 0.00% | −1−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 68 | $4.57K | 0.00% | −18−20.9% | Reduced |
| Versant Capital Management, Inc | 70 | $4.71K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 88 | $5.00K | 0.00% | +33+60.0% | Added |
| Earnest Partners LLC | 75 | $5.04K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 76 | $5.11K | 0.00% | +76 | New |
| Creative Financial Designs Inc | 78 | $5.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $5.25K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 80 | $5.38K | 0.00% | −60−42.9% | Reduced |
| Capital Advisors, Ltd. LLC | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 90 | $6.05K | 0.01% | +9+11.1% | Added |
| Bell Investment Advisors, Inc | 96 | $6.46K | 0.00% | +17+21.5% | Added |
| Rocky Mountain Advisers, LLC | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 108 | $7.33K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 112 | $7.53K | 0.00% | +112 | New |
| West Branch Capital LLC | 115 | $7.74K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 113 | $8.00K | 0.00% | +113 | New |
| Plante Moran Financial Advisors, LLC | 120 | $8.07K | 0.00% | +120 | New |
| Zullo Investment Group, Inc. | 129 | $8.69K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 133 | $8.95K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 144 | $9.69K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 162 | $9.71K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 147 | $9.89K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 148 | $9.95K | 0.00% | −44−22.9% | Reduced |
| Massmutual Trust Co FSB | 146 | $10.0K | 0.00% | −39−21.1% | Reduced |
| Point72 Asset Management, L.P. | 151 | $10.2K | 0.00% | +151 | New |
| Parkside Financial Bank & Trust | 152 | $10.2K | 0.00% | +28+22.6% | Added |
| Rise Advisors, LLC | 158 | $10.6K | 0.01% | +1+0.6% | Added |
| Private Trust Co NA | 179 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 179 | $12.0K | 0.00% | +8+4.7% | Added |
| JFS Wealth Advisors, LLC | 186 | $12.5K | 0.00% | −5−2.6% | Reduced |
| Comerica Securities,inc. | 188 | $12.6K | 0.00% | +188 | New |
| Central Trust Co | 194 | $13.0K | 0.00% | +44+29.3% | Added |
| Romano Brothers and Company | 198 | $13.3K | 0.00% | +198 | New |
| Allworth Financial LP | 201 | $13.5K | 0.00% | −19−8.6% | Reduced |
| GWM Advisors LLC | 6,880 | $16.9K | 0.00% | −331−4.6% | Reduced |
| Umb Bank N A | 272 | $18.0K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 273 | $18.4K | 0.02% | +273 | New |
| Global Retirement Partners, LLC | 276 | $18.6K | 0.00% | +262+1,871.4% | Added |
| Fred Alger Management, LLC | 293 | $19.7K | 0.00% | +293 | New |
| Vigilant Capital Management, LLC | 343 | $23.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 363 | $24.4K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 381 | $27.0K | 0.01% | +16+4.4% | Added |
| Nomura Asset Management Co Ltd | 410 | $27.6K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 450 | $30.3K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 455 | $30.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 488 | $32.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 491 | $33.0K | 0.00% | +468+2,034.8% | Added |
| Endurance Wealth Management, Inc. | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 509 | $34.2K | 0.00% | +433+569.7% | Added |
| Quarry LP | 541 | $36.4K | 0.04% | +541 | New |
| One Wealth Advisors, LLC | 544 | $36.6K | 0.01% | +544 | New |
| Artemis Wealth Advisors, LLC | 552 | $37.0K | 0.01% | +2+0.4% | Added |
| Rockefeller Capital Management L.P. | 607 | $39.0K | 0.00% | +356+141.8% | Added |
| Smithfield Trust Co | 615 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 615 | $41.4K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 668 | $44.9K | 0.01% | +11+1.7% | Added |
| Compass Wealth Management LLC | 679 | $45.7K | 0.01% | +679 | New |
| Fifth Third Bancorp | 721 | $48.5K | 0.00% | +90+14.3% | Added |
| Balyasny Asset Management LLC | 741 | $49.8K | 0.00% | +741 | New |
| Northwest Investment Counselors, LLC | 762 | $51.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 779 | $52.4K | 0.01% | +30+4.0% | Added |
| Freedom Wealth Alliance, LLC | 785 | $52.8K | 0.07% | +785 | New |
| Column Capital Advisors, LLC | 788 | $53.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 789 | $53.1K | 0.00% | −448−36.2% | Reduced |
| Washington Trust Co | 800 | $53.8K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 822 | $55.3K | 0.02% | +822 | New |
| Tradition Wealth Management, LLC | 853 | $57.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 848 | $57.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 859 | $58.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 877 | $59.0K | 0.10% | 00.0% | Unchanged |
| Monetary Management Group Inc | 900 | $60.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,115 | $75.0K | 0.00% | −289−20.6% | Reduced |
| Harbor Capital Advisors, Inc. | 1,160 | $78.0K | 0.08% | −171−12.8% | Reduced |
| Eagle Bay Advisors LLC | 1,257 | $84.5K | 0.05% | +674+115.6% | Added |