| Rothschild Investment LLC | 1,035 | $18.1K | 0.00% | +35+3.5% | Added |
| BNP Paribas | 1,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 999 | $17.5K | 0.00% | −362−26.6% | Reduced |
| Smartleaf Asset Management LLC | 943 | $16.8K | 0.00% | −3,812−80.2% | Reduced |
| DecisionPoint Financial, LLC | 935 | $16.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 932 | $16.3K | 0.00% | +344+58.5% | Added |
| Global Retirement Partners, LLC | 885 | $15.5K | 0.00% | −189−17.6% | Reduced |
| CVA Family Office, LLC | 870 | $15.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 845 | $14.8K | 0.00% | −2,142−71.7% | Reduced |
| Venturi Wealth Management, LLC | 815 | $14.3K | 0.00% | +348+74.5% | Added |
| Stephens Consulting, LLC | 773 | $13.5K | 0.00% | +689+820.2% | Added |
| Compagnie Lombard Odier SCmA | 708 | $12.4K | 0.00% | +708 | New |
| EverSource Wealth Advisors, LLC | 674 | $11.8K | 0.00% | +49+7.8% | Added |
| St Germain D J Co Inc | 602 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 600 | $10.5K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 566 | $9.93K | 0.00% | +6+1.1% | Added |
| Continuum Advisory, LLC | 536 | $9.39K | 0.00% | −29−5.1% | Reduced |
| Farmers & Merchants Investments Inc | 530 | $9.29K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 530 | $9.29K | 0.00% | +7+1.3% | Added |
| Rocky Mountain Advisers, LLC | 511 | $8.95K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 500 | $8.76K | 0.00% | +500 | New |
| Meeder Asset Management Inc | 443 | $7.76K | 0.00% | +6+1.4% | Added |
| Financial Management Professionals, Inc. | 427 | $7.48K | 0.00% | +110+34.7% | Added |
| PFS Partners, LLC | 416 | $7.29K | 0.00% | +5+1.2% | Added |
| Fortitude Family Office, LLC | 393 | $6.88K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 380 | $6.66K | 0.00% | −95−20.0% | Reduced |
| VSM Wealth Advisory, LLC | 379 | $6.64K | 0.00% | +379 | New |
| TD Waterhouse Canada Inc. | 373 | $6.53K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 359 | $6.29K | 0.00% | +359 | New |
| Capital Advisors, Ltd. LLC | 362 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 335 | $5.88K | 0.00% | +149+80.1% | Added |
| MV Capital Management, Inc. | 326 | $5.71K | 0.00% | −9−2.7% | Reduced |
| Zions Bancorporation, N.A. | 294 | $5.15K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 294 | $5.15K | 0.00% | +200+212.8% | Added |
| Geneos Wealth Management Inc. | 287 | $5.03K | 0.00% | −52−15.3% | Reduced |
| Decker Retirement Planning Inc. | 271 | $4.75K | 0.00% | +271 | New |
| Red Tortoise LLC | 265 | $4.64K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 237 | $4.15K | 0.00% | +237 | New |
| High Note Wealth, LLC | 237 | $4.15K | 0.00% | +237 | New |
| Investors Research Corp | 233 | $4.08K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 231 | $4.05K | 0.00% | +4+1.8% | Added |
| Quent Capital, LLC | 230 | $4.03K | 0.00% | +230 | New |
| GW&K Investment Management, LLC | 247 | $4.00K | 0.00% | +48+24.1% | Added |
| Harbour Investments, Inc. | 185 | $3.24K | 0.00% | +8+4.5% | Added |
| Brown Brothers Harriman & Co | 181 | $3.17K | 0.00% | +181 | New |
| Colonial Trust Co | 169 | $3.05K | 0.00% | +17+11.2% | Added |
| Eagle Bay Advisors LLC | 163 | $2.90K | 0.00% | −47−22.4% | Reduced |
| Armstrong Advisory Group, Inc | 159 | $2.79K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 159 | $2.79K | 0.00% | +159 | New |
| Moisand Fitzgerald Tamayo, LLC | 155 | $2.72K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 145 | $2.54K | 0.00% | +36+33.0% | Added |
| Sierra Ocean, LLC | 141 | $2.48K | 0.00% | +141 | New |
| Tidemark, LLC | 117 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 111 | $1.95K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 108 | $1.93K | 0.00% | −331−75.4% | Reduced |
| Heritage Wealth Advisors | 104 | $1.82K | 0.00% | +18+20.9% | Added |
| FLP Wealth Management, LLC | 102 | $1.79K | 0.00% | +102 | New |
| Barrett & Company, Inc. | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 98 | $1.72K | 0.00% | −5−4.9% | Reduced |
| GHP Investment Advisors, Inc. | 97 | $1.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 93 | $1.66K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 91 | $1.59K | 0.00% | +45+97.8% | Added |
| HM Payson & Co | 90 | $1.58K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 90 | $1.58K | 0.00% | +10+12.5% | Added |
| LRI Investments, LLC | 80 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 77 | $1.35K | 0.00% | +5+6.9% | Added |
| Bell Investment Advisors, Inc | 73 | $1.28K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69 | $1.21K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 62 | $1.09K | 0.00% | +62 | New |
| Holos Integrated Wealth LLC | 62 | $1.09K | 0.00% | +62 | New |
| Cullen/Frost Bankers, Inc. | 59 | $1.03K | 0.00% | −541−90.2% | Reduced |
| Avion Wealth | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 62 | $1.00K | 0.00% | +62 | New |
| Hilltop National Bank | 56 | $981 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 56 | $981 | 0.00% | +56 | New |
| Creekmur Asset Management LLC | 54 | $946 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 49 | $858 | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 47 | $823 | 0.00% | +47 | New |
| FSA Wealth Management LLC | 47 | $821 | 0.00% | +1+2.2% | Added |
| SRS Capital Advisors, Inc. | 40 | $701 | 0.00% | −69−63.3% | Reduced |
| Anchor Investment Management, LLC | 40 | $701 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 39 | $683 | 0.00% | +39 | New |
| TFC Financial Management | 37 | $649 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 37 | $649 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $596 | 0.00% | −1−2.9% | Reduced |
| Asset Dedication, LLC | 32 | $561 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 32 | $561 | 0.00% | +32 | New |
| Larson Financial Group LLC | 31 | $543 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 28 | $499 | 0.00% | +28 | New |
| Aspect Partners, LLC | 27 | $473 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $461 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 26 | $455 | 0.00% | −73−73.7% | Reduced |
| Cornerstone Planning Group LLC | 23 | $395 | 0.00% | +23 | New |
| REAP Financial Group, LLC | 23 | $394 | 0.00% | +1+4.5% | Added |
| NewSquare Capital LLC | 22 | $385 | 0.00% | +22 | New |
| Crewe Advisors LLC | 21 | $368 | 0.00% | +17+425.0% | Added |
| BOK Financial Private Wealth, Inc. | 20 | $357 | 0.00% | +20 | New |
| New Millennium Group LLC | 15 | $263 | 0.00% | +15 | New |
| Whittier Trust Co of Nevada Inc | 15 | $262 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $245 | 0.00% | +14 | New |