| Wood Tarver Financial Group, LLC | 4 | $0 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 1 | $97 | 0.00% | −3−75.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $142 | 0.00% | −36−97.3% | Reduced |
| High Note Wealth, LLC | 1 | $143 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $143 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $143 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $143 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $286 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $286 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 2 | $286 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $429 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3 | $467 | 0.04% | −3,273−99.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $571 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4 | $572 | 0.00% | +4 | New |
| Transce3nd, LLC | 4 | $572 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $572 | 0.00% | +4 | New |
| Rosenberg Matthew Hamilton | 5 | $714 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $714 | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $715 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Crewe Advisors LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 8 | $1.14K | 0.00% | +8 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $1.29K | 0.00% | +9 | New |
| Kestra Investment Management, LLC | 9 | $1.29K | 0.00% | +9 | New |
| Tompkins Financial Corp | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 10 | $1.43K | 0.00% | +10 | New |
| Rothschild Investment LLC | 12 | $1.73K | 0.00% | +1+9.1% | Added |
| Banque Transatlantique SA | 15 | $2.13K | 0.00% | +15 | New |
| Versant Capital Management, Inc | 15 | $2.14K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $2.14K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $2.58K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $2.71K | 0.00% | −8−29.6% | Reduced |
| Carolinas Wealth Consulting LLC | 21 | $2.93K | 0.00% | +7+50.0% | Added |
| Parkside Financial Bank & Trust | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 23 | $3.29K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 24 | $3.43K | 0.00% | −4−14.3% | Reduced |
| South Plains Financial, Inc. | 24 | $3.43K | 0.00% | +24 | New |
| Park Square Financial Group, LLC | 25 | $3.57K | 0.00% | +25 | New |
| Montag A & Associates Inc | 30 | $4.22K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 30 | $4.29K | 0.00% | +30 | New |
| Amundi | 32 | $4.57K | 0.00% | +32 | New |
| Criterion Capital Advisors, LLC | 38 | $4.91K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 35 | $5.00K | 0.00% | +35 | New |
| Creative Financial Designs Inc | 39 | $5.57K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 44 | $6.00K | 0.00% | −4−8.3% | Reduced |
| Cetera Trust Company, N.A | 44 | $6.29K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 50 | $7.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 53 | $7.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 54 | $7.72K | 0.00% | +38+237.5% | Added |
| FSC Wealth Advisors, LLC | 56 | $8.00K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 59 | $8.43K | 0.00% | −102−63.4% | Reduced |
| Park Place Capital Corp | 59 | $8.43K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 61 | $8.48K | 0.00% | +8+15.1% | Added |
| JFS Wealth Advisors, LLC | 60 | $8.57K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 70 | $10.0K | 0.00% | +70 | New |
| Colonial Trust Co | 82 | $11.7K | 0.00% | −388−82.6% | Reduced |
| Headlands Technologies LLC | 83 | $11.9K | 0.00% | −196−70.3% | Reduced |
| Larson Financial Group LLC | 85 | $12.1K | 0.00% | +1+1.2% | Added |
| TCTC Holdings, LLC | 88 | $12.6K | 0.00% | +88 | New |
| Salem Investment Counselors Inc | 91 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 91 | $13.0K | 0.00% | +16+21.3% | Added |
| Global X Japan Co., Ltd. | 92 | $13.1K | 0.00% | −34−27.0% | Reduced |
| Stephenson National Bank & Trust | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 108 | $15.4K | 0.01% | +108 | New |
| GWM Advisors LLC | 111 | $15.8K | 0.00% | +1+0.9% | Added |
| Johnson Financial Group, Inc. | 105 | $15.9K | 0.00% | −27−20.5% | Reduced |
| St Germain D J Co Inc | 113 | $16.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 116 | $16.6K | 0.00% | +84+262.5% | Added |
| WR Wealth Planners, LLC | 121 | $17.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 124 | $17.7K | 0.00% | +100+416.7% | Added |
| CVA Family Office, LLC | 125 | $17.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 131 | $18.7K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 110 | $19.2K | 0.00% | +110 | New |
| Contravisory Investment Management, Inc. | 135 | $19.3K | 0.00% | +135 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 140 | $20.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 145 | $20.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 145 | $20.7K | 0.00% | +108+291.9% | Added |
| Trifecta Capital Advisors, LLC | 150 | $21.4K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 158 | $22.6K | 0.00% | −165−51.1% | Reduced |
| Flagship Wealth Advisors, LLC | 166 | $23.7K | 0.01% | +166 | New |
| Financial Gravity Companies, Inc. | 172 | $24.6K | 0.01% | +172 | New |
| Trust Co of Vermont | 183 | $26.1K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 184 | $26.3K | 0.01% | +184 | New |
| Principal Securities, Inc. | 192 | $27.4K | 0.00% | −53−21.6% | Reduced |
| NBT Bank N A | 194 | $27.7K | 0.00% | −48−19.8% | Reduced |
| NewSquare Capital LLC | 195 | $27.9K | 0.00% | +29+17.5% | Added |
| Lindbrook Capital, LLC | 199 | $28.4K | 0.00% | +2+1.0% | Added |
| LGT Financial Advisors LLC | 202 | $28.9K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 202 | $28.9K | 0.00% | +10+5.2% | Added |
| Resources Management Corp | 202 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 207 | $29.6K | 0.01% | −10−4.6% | Reduced |
| ORG Wealth Partners, LLC | 207 | $29.6K | 0.01% | +207 | New |
| Geneos Wealth Management Inc. | 207 | $29.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 214 | $30.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 222 | $31.7K | 0.03% | +222 | New |