| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $44 | 0.00% | −17−94.4% | Reduced |
| Creekmur Asset Management LLC | 2 | $87 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 4 | $174 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $174 | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 5 | $218 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $218 | 0.00% | +5 | New |
| Rothschild Investment LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $305 | 0.00% | −38−84.4% | Reduced |
| WPG Advisers, LLC | 8 | $348 | 0.00% | +8 | New |
| Fairscale Capital, LLC | 10 | $435 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $435 | 0.00% | +10 | New |
| True Wealth Design, LLC | 13 | $561 | 0.00% | +13 | New |
| Sachetta, LLC | 15 | $653 | 0.00% | −30−66.7% | Reduced |
| Raffa Wealth Management, LLC | 17 | $740 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $740 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 18 | $786 | 0.00% | −47−72.3% | Reduced |
| Bruce G. Allen Investments, LLC | 20 | $870 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $914 | 0.00% | +3+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $914 | 0.00% | +6+40.0% | Added |
| Your Advocates Ltd., LLP | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 26 | $1.13K | 0.00% | +26 | New |
| Larson Financial Group LLC | 28 | $1.22K | 0.00% | −25−47.2% | Reduced |
| Whipplewood Advisors, LLC | 32 | $1.39K | 0.00% | +32 | New |
| Venturi Wealth Management, LLC | 37 | $1.61K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 37 | $1.61K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 37 | $1.61K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 38 | $1.65K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $1.74K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $1.74K | 0.00% | +27+207.7% | Added |
| Geneos Wealth Management Inc. | 41 | $1.78K | 0.00% | −448−91.6% | Reduced |
| Private Trust Co NA | 43 | $1.87K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 43 | $1.87K | 0.00% | 00.0% | Unchanged |
| Motco | 44 | $1.91K | 0.00% | −1,029−95.9% | Reduced |
| Principal Securities, Inc. | 44 | $1.91K | 0.00% | −3−6.4% | Reduced |
| Close Asset Management Ltd | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $2.13K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 50 | $2.17K | 0.00% | +50 | New |
| Huntington National Bank | 57 | $2.48K | 0.00% | −132−69.8% | Reduced |
| Storebrand Asset Management AS | 58 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 58 | $2.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $2.65K | 0.00% | +10+19.6% | Added |
| Private Wealth Management Group, LLC | 66 | $2.87K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 83 | $3.00K | 0.00% | +32+62.7% | Added |
| Pflug Koory, LLC | 70 | $3.04K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 70 | $3.04K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $3.13K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 72 | $3.13K | 0.00% | +72 | New |
| Retirement Wealth Solutions LLC | 76 | $3.26K | 0.00% | +76 | New |
| EverSource Wealth Advisors, LLC | 79 | $3.44K | 0.00% | −33−29.5% | Reduced |
| High Note Wealth, LLC | 79 | $3.44K | 0.00% | +79 | New |
| Harbor Investment Advisory, LLC | 98 | $4.26K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 99 | $4.31K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $4.32K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $4.52K | 0.00% | −11−9.6% | Reduced |
| TD Waterhouse Canada Inc. | 110 | $4.79K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 127 | $5.53K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 150 | $6.53K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 174 | $7.57K | 0.00% | +174 | New |
| Greenline Partners, LLC | 184 | $8.00K | 0.00% | +184 | New |
| Signature Resources Capital Management, LLC | 185 | $8.05K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 186 | $8.09K | 0.00% | +186 | New |
| Rosenberg Matthew Hamilton | 189 | $8.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 195 | $8.48K | 0.00% | +163+509.4% | Added |
| Spire Wealth Management | 200 | $8.70K | 0.00% | −51−20.3% | Reduced |
| Creative Financial Designs Inc | 200 | $8.70K | 0.00% | −50−20.0% | Reduced |
| Toth Financial Advisory Corp | 200 | $8.70K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $8.70K | 0.01% | +200 | New |
| Coppell Advisory Solutions LLC | 219 | $9.45K | 0.00% | +219 | New |
| Farther Finance Advisors, LLC | 224 | $9.74K | 0.00% | −61−21.4% | Reduced |
| Bessemer Group Inc | 219 | $10.0K | 0.00% | +175+397.7% | Added |
| CoreCap Advisors, LLC | 230 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 251 | $10.9K | 0.00% | +51+25.5% | Added |
| AlphaMark Advisors, LLC | 254 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 269 | $11.7K | 0.00% | +14+5.5% | Added |
| Hazlett, Burt & Watson, Inc. | 280 | $12.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 276 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 286 | $12.4K | 0.00% | −108−27.4% | Reduced |
| Riverview Trust Co | 289 | $12.6K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 289 | $12.6K | 0.00% | +289 | New |
| Chesapeake Asset Management LLC | 300 | $13.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 301 | $13.1K | 0.00% | −50−14.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 317 | $13.8K | 0.00% | +317 | New |
| Future Financial Wealth Managment LLC | 335 | $14.6K | 0.01% | −1,000−74.9% | Reduced |
| Wiser Advisor Group LLC | 387 | $16.8K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 395 | $17.2K | 0.00% | +395 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 407 | $17.9K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 418 | $18.0K | 0.00% | +418 | New |
| Rise Advisors, LLC | 419 | $18.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 440 | $19.8K | 0.00% | −90−17.0% | Reduced |
| Trust Co of Vermont | 500 | $21.8K | 0.00% | +500 | New |
| DekaBank Deutsche Girozentrale | 544 | $23.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 530 | $23.1K | 0.00% | +1+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 549 | $23.9K | 0.00% | −461−45.6% | Reduced |
| Rialto Wealth Management, LLC | 554 | $24.1K | 0.01% | +554 | New |