| Toth Financial Advisory Corp | 1 | $127 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1 | $128 | 0.00% | +1 | New |
| Signature Equity Partners, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $253 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $507 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $507 | 0.00% | +4 | New |
| Arlington Trust Co LLC | 4 | $507 | 0.00% | +4 | New |
| Intentional Wealth Strategies, LLC | 4 | $507 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $633 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $633 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $634 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $760 | 0.00% | −1−14.3% | Reduced |
| Key Financial Inc | 6 | $760 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6 | $760 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 7 | $887 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $887 | 0.00% | +1+16.7% | Added |
| Whipplewood Advisors, LLC | 7 | $887 | 0.00% | +7 | New |
| Basecamp Wealth Advisors LLC | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 7 | $1.03K | 0.00% | −1−12.5% | Reduced |
| South State Corp. | 10 | $1.27K | 0.00% | −27−73.0% | Reduced |
| CVA Family Office, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 10 | $1.27K | 0.00% | +10 | New |
| SHP Wealth Management | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 11 | $1.39K | 0.00% | −2−15.4% | Reduced |
| Dogwood Wealth Management LLC | 11 | $1.39K | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 12 | $1.52K | 0.00% | +11+1,100.0% | Added |
| Sachetta, LLC | 12 | $1.52K | 0.00% | +5+71.4% | Added |
| Synergy Investment Management, LLC | 12 | $1.52K | 0.00% | +12 | New |
| MidFirst Bank | 14 | $1.77K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 15 | $1.95K | 0.00% | +11+275.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $2.03K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $2.03K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 16 | $2.03K | 0.00% | +16 | New |
| TD Capital Management LLC | 17 | $2.20K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $2.41K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 20 | $2.53K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 21 | $2.66K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 21 | $2.66K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 23 | $2.91K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 24 | $3.04K | 0.00% | +24 | New |
| Ares Financial Consulting, LLC | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 25 | $3.17K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 25 | $3.17K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 26 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 26 | $3.32K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 27 | $3.46K | 0.00% | −4−12.9% | Reduced |
| Wealth Preservation Advisors, LLC | 28 | $3.55K | 0.00% | +28 | New |
| Atlantic Trust, LLC | 28 | $3.55K | 0.00% | −5−15.2% | Reduced |
| MV Capital Management, Inc. | 28 | $3.55K | 0.00% | +3+12.0% | Added |
| Ronald Blue Trust, Inc. | 30 | $3.80K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $3.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $4.05K | 0.00% | +32 | New |
| Innovative Asset Advisors Group, LLC | 33 | $4.18K | 0.00% | +33 | New |
| Vermillion Wealth Management, Inc. | 38 | $4.81K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 38 | $4.81K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $5.07K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 42 | $5.38K | 0.00% | +42 | New |
| Westfuller Advisors, LLC | 46 | $5.82K | 0.00% | +1+2.2% | Added |
| ZRC Wealth Management, LLC | 47 | $5.95K | 0.00% | +23+95.8% | Added |
| Capital Analysts, LLC | 47 | $6.00K | 0.00% | +47 | New |
| Central Trust Co | 50 | $6.33K | 0.00% | −1−2.0% | Reduced |
| DAGCO, Inc. | 50 | $6.33K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 59 | $7.49K | 0.04% | +1+1.7% | Added |
| Community Financial Services Group, LLC | 60 | $7.56K | 0.00% | +60 | New |
| Twin Peaks Wealth Advisors, LLC | 60 | $7.60K | 0.00% | +60 | New |
| St Germain D J Co Inc | 63 | $7.98K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 66 | $8.36K | 0.00% | +62+1,550.0% | Added |
| Bogart Wealth, LLC | 68 | $8.61K | 0.00% | +14+25.9% | Added |
| New England Capital Financial Advisors LLC | 70 | $8.87K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 73 | $9.25K | 0.00% | −314−81.1% | Reduced |
| Retirement Wealth Solutions LLC | 74 | $9.32K | 0.01% | −28−27.5% | Reduced |
| Financial Freedom, LLC | 77 | $9.81K | 0.00% | +77 | New |
| Brown Brothers Harriman & Co | 78 | $9.88K | 0.00% | −98−55.7% | Reduced |
| Farmers & Merchants Investments Inc | 79 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 80 | $10.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 80 | $10.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 80 | $10.3K | 0.00% | −15−15.8% | Reduced |
| Millstone Evans Group, LLC | 84 | $10.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 86 | $11.0K | 0.00% | −5−5.5% | Reduced |
| Covestor Ltd | 84 | $11.0K | 0.01% | −192−69.6% | Reduced |
| Private Wealth Management Group, LLC | 91 | $11.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 92 | $12.0K | 0.00% | +92 | New |
| Ancora Advisors, LLC | 97 | $12.3K | 0.00% | +97 | New |
| Owl Creek Wealth Partners LLC | 97 | $12.3K | 0.00% | +97 | New |
| GW&K Investment Management, LLC | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 106 | $13.4K | 0.02% | +2+1.9% | Added |
| Peregrine Capital Management LLC | 110 | $13.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 110 | $13.9K | 0.00% | +110 | New |
| RWM Asset Management, LLC | 115 | $14.6K | 0.00% | +115 | New |
| UMA Financial Services, Inc. | 129 | $16.3K | 0.00% | −14−9.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 130 | $16.5K | 0.00% | +79+154.9% | Added |
| Montag A & Associates Inc | 141 | $17.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 149 | $18.9K | 0.00% | +57+62.0% | Added |
| HHM Wealth Advisors, LLC | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 158 | $20.0K | 0.00% | +56+54.9% | Added |
| Wellington-Altus USA Inc. | 131 | $20.4K | 0.01% | +131 | New |