| Cloud Capital Management, LLC | 9 | $0 | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 0 | $2 | 0.00% | −293−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $250 | 0.00% | +1+33.3% | Added |
| Financial Management Professionals, Inc. | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $314 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $314 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $314 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $377 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $377 | 0.00% | +2+50.0% | Added |
| Proffitt & Goodson Inc | 6 | $377 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 7 | $439 | 0.00% | −1−12.5% | Reduced |
| UMA Financial Services, Inc. | 8 | $502 | 0.00% | +8 | New |
| TD Capital Management LLC | 8 | $507 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 9 | $564 | 0.00% | +9 | New |
| Rothschild Investment LLC | 11 | $690 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $695 | 0.00% | −1−8.3% | Reduced |
| Cromwell Holdings LLC | 12 | $753 | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 22 | $1.00K | 0.00% | −14−38.9% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $1.07K | 0.00% | −25−59.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 18 | $1.13K | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 19 | $1.19K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 21 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $1.38K | 0.00% | +4+22.2% | Added |
| Golden State Wealth Management, LLC | 22 | $1.38K | 0.00% | +22 | New |
| Halbert Hargrove Global Advisors, LLC | 23 | $1.44K | 0.00% | +23 | New |
| Sachetta, LLC | 24 | $1.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $1.57K | 0.00% | +8+47.1% | Added |
| Bogart Wealth, LLC | 25 | $1.57K | 0.00% | +8+47.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 25 | $1.57K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 26 | $1.63K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 29 | $1.82K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $1.88K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 34 | $2.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $2.19K | 0.00% | −145−80.6% | Reduced |
| Rakuten Securities, Inc. | 35 | $2.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $2.32K | 0.00% | +8+27.6% | Added |
| Sunbelt Securities, Inc. | 37 | $2.32K | 0.00% | +37 | New |
| Colonial Trust Co | 39 | $2.44K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 44 | $2.76K | 0.00% | +44 | Added |
| PFS Partners, LLC | 44 | $2.77K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 46 | $2.88K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 59 | $3.00K | 0.00% | +9+18.0% | Added |
| True Wealth Design, LLC | 51 | $3.20K | 0.00% | +49+2,450.0% | Added |
| Whittier Trust Co of Nevada Inc | 55 | $3.56K | 0.00% | −3−5.2% | Reduced |
| Graney & King, LLC | 57 | $3.56K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 67 | $4.20K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 76 | $4.76K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 93 | $5.83K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 96 | $6.08K | 0.00% | +96 | New |
| First Horizon Corp | 99 | $6.21K | 0.00% | +99 | New |
| USCF Advisers LLC | 100 | $6.27K | 0.63% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $6.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 107 | $6.71K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $6.90K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $7.09K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 114 | $7.12K | 0.00% | +1+0.9% | Added |
| Assetmark, Inc | 115 | $7.21K | 0.00% | −5−4.2% | Reduced |
| Tradewinds Capital Management, LLC | 115 | $7.21K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 122 | $7.65K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 120 | $8.48K | 0.01% | +120 | New |
| Fourth Dimension Wealth, LLC | 144 | $9.03K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 146 | $9.15K | 0.00% | +146 | New |
| Cullen/Frost Bankers, Inc. | 150 | $9.40K | 0.00% | +150 | New |
| Wealthspire Advisors, LLC | 151 | $9.47K | 0.00% | +151 | New |
| AdvisorNet Financial, Inc | 156 | $9.78K | 0.00% | +84+116.7% | Added |
| Itau Unibanco Holding S.A. | 157 | $9.84K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 180 | $11.2K | 0.00% | +180 | New |
| Ameriflex Group, Inc. | 182 | $11.4K | 0.00% | +182 | New |
| Rise Advisors, LLC | 183 | $11.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 186 | $11.7K | 0.00% | −4,311−95.9% | Reduced |
| First Command Advisory Services, Inc. | 191 | $12.0K | 0.00% | +191 | New |
| Strategic Wealth Partners, Ltd. | 192 | $12.0K | 0.00% | −293−60.4% | Reduced |
| Activest Wealth Management | 193 | $12.1K | 0.00% | +193 | New |
| Global Retirement Partners, LLC | 202 | $12.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 204 | $12.8K | 0.00% | −720−77.9% | Reduced |
| Frazier Financial Advisors, LLC | 215 | $13.5K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 215 | $13.5K | 0.00% | +58+36.9% | Added |
| Parkside Financial Bank & Trust | 221 | $13.9K | 0.00% | −272−55.2% | Reduced |
| Rogco, LP | 222 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 227 | $14.2K | 0.00% | +2+0.9% | Added |
| Quent Capital, LLC | 251 | $15.7K | 0.00% | +251 | New |
| Front Row Advisors LLC | 280 | $17.6K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 290 | $18.2K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 299 | $18.7K | 0.01% | +71+31.1% | Added |
| Mechanics Financial Corp | 300 | $18.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 303 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 319 | $20.0K | 0.00% | +46+16.8% | Added |
| Rexford Capital Inc | 333 | $20.9K | 0.02% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 335 | $21.0K | 0.00% | +335 | New |
| Central Trust Co | 338 | $21.2K | 0.00% | −104−23.5% | Reduced |
| Alpine Bank Wealth Management | 369 | $23.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 379 | $23.8K | 0.00% | −94−19.9% | Reduced |
| Community Bank, N.A. | 380 | $23.8K | 0.00% | +380 | New |
| Covestor Ltd | 401 | $25.0K | 0.01% | −508−55.9% | Reduced |
| Cetera Trust Company, N.A | 400 | $25.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 392 | $25.4K | 0.00% | −331−45.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 407 | $25.5K | 0.00% | −121−22.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 413 | $25.9K | 0.00% | −8−1.9% | Reduced |