| Close Asset Management Ltd | 395 | $0 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 0 | $30 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $129 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 3 | $193 | 0.00% | −9−75.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 3 | $193 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $193 | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 4 | $258 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 4 | $277 | 0.00% | −6−60.0% | Reduced |
| WealthTrak Capital Management LLC | 5 | $322 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $336 | 0.00% | −263−98.1% | Reduced |
| Crewe Advisors LLC | 6 | $387 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $451 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $451 | 0.00% | +2+40.0% | Added |
| UMA Financial Services, Inc. | 8 | $515 | 0.00% | −343−97.7% | Reduced |
| Tortoise Investment Management, LLC | 9 | $579 | 0.00% | +9 | New |
| TFC Financial Management | 10 | $644 | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $644 | 0.00% | +7+233.3% | Added |
| Quaker Wealth Management, LLC | 10 | $644 | 0.00% | +10 | New |
| SBI Securities Co., Ltd. | 12 | $772 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $772 | 0.00% | +7+140.0% | Added |
| Asset Dedication, LLC | 14 | $902 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 14 | $939 | 0.00% | +14 | New |
| Private Wealth Management Group, LLC | 15 | $966 | 0.00% | −2−11.8% | Reduced |
| Kilter Group LLC | 15 | $966 | 0.00% | +15 | New |
| Highline Wealth Partners LLC | 15 | $978 | 0.00% | −8−34.8% | Reduced |
| Avion Wealth | 26 | $1.00K | 0.00% | −10−27.8% | Reduced |
| Bogart Wealth, LLC | 16 | $1.03K | 0.00% | +16 | New |
| Atlas Capital Advisors LLC | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $1.09K | 0.00% | +4+30.8% | Added |
| Dunhill Financial, LLC | 17 | $1.11K | 0.00% | −240−93.4% | Reduced |
| Legacy Wealth Managment, LLC | 19 | $1.22K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 19 | $1.22K | 0.00% | +19 | New |
| Orion Capital Management LLC | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $1.29K | 0.00% | +20 | New |
| WPG Advisers, LLC | 22 | $1.42K | 0.00% | +8+57.1% | Added |
| Prestige Wealth Management Group LLC | 23 | $1.48K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 25 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $1.66K | 0.00% | +3+14.3% | Added |
| Horizon Financial Services, LLC | 26 | $1.67K | 0.00% | +4+18.2% | Added |
| CBIZ Investment Advisory Services, LLC | 26 | $1.67K | 0.00% | +19+271.4% | Added |
| Raffa Wealth Management, LLC | 30 | $1.93K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 27 | $2.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $2.06K | 0.00% | −29−47.5% | Reduced |
| Transce3nd, LLC | 34 | $2.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $2.19K | 0.00% | −1−2.9% | Reduced |
| Sachetta, LLC | 37 | $2.38K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 37 | $2.39K | 0.00% | +37 | New |
| S&T Bank | 43 | $2.77K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 43 | $2.77K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 44 | $2.83K | 0.00% | +44 | New |
| Activest Wealth Management | 45 | $2.90K | 0.00% | +45 | New |
| Howard Hughes Medical Institute | 45 | $2.90K | 0.00% | +45 | New |
| Bare Financial Services, Inc | 45 | $2.90K | 0.00% | +45 | New |
| NBC Securities, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 47 | $3.02K | 0.00% | +47 | New |
| MTM Investment Management, LLC | 48 | $3.07K | 0.00% | +48 | New |
| Quest 10 Wealth Builders, Inc. | 49 | $3.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 51 | $3.27K | 0.00% | −3−5.6% | Reduced |
| Nemes Rush Group LLC | 56 | $3.58K | 0.00% | +1+1.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 59 | $3.78K | 0.00% | +59 | New |
| North Star Investment Management Corp. | 59 | $3.80K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 70 | $4.51K | 0.00% | +70 | New |
| Salomon & Ludwin, LLC | 68 | $4.58K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 78 | $5.02K | 0.00% | −2−2.5% | Reduced |
| Wolff Wiese Magana LLC | 80 | $5.15K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 80 | $5.15K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 82 | $5.28K | 0.00% | −5−5.7% | Reduced |
| Red Tortoise LLC | 83 | $5.34K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 78 | $5.55K | 0.00% | +78 | New |
| Kayne Anderson Rudnick Investment Management LLC | 87 | $5.60K | 0.00% | +12+16.0% | Added |
| MV Capital Management, Inc. | 91 | $5.86K | 0.00% | −2−2.2% | Reduced |
| Retirement Wealth Solutions LLC | 93 | $5.96K | 0.00% | +1+1.1% | Added |
| Beacon Capital Management, LLC | 93 | $5.99K | 0.00% | −65−41.1% | Reduced |
| Itau Unibanco Holding S.A. | 94 | $6.05K | 0.00% | +4+4.4% | Added |
| Roxbury Financial LLC | 100 | $6.44K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $6.44K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 105 | $6.76K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 109 | $7.02K | 0.00% | −12−9.9% | Reduced |
| Sierra Ocean, LLC | 113 | $7.30K | 0.01% | +32+39.5% | Added |
| Cape Investment Advisory, Inc. | 118 | $7.59K | 0.00% | −1−0.8% | Reduced |
| Leonteq Securities AG | 120 | $7.72K | 0.00% | +13+12.1% | Added |
| Albion Financial Group | 127 | $8.17K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 129 | $8.30K | 0.00% | −92−41.6% | Reduced |
| GeoWealth Management, LLC | 133 | $8.56K | 0.00% | −11−7.6% | Reduced |
| Clear Street Markets LLC | 142 | $9.14K | 0.00% | +136+2,266.7% | Added |
| Ameritas Advisory Services, LLC | 143 | $9.21K | 0.00% | +143 | New |
| Geneos Wealth Management Inc. | 148 | $9.53K | 0.00% | +39+35.8% | Added |
| Consultiva Wealth Management, Corp. | 152 | $9.78K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 142 | $9.93K | 0.00% | −149−51.2% | Reduced |
| Rossby Financial, LCC | 158 | $10.2K | 0.00% | +158 | New |
| Harbour Investments, Inc. | 167 | $10.7K | 0.00% | −411−71.1% | Reduced |
| Farmers & Merchants Investments Inc | 167 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $10.7K | 0.00% | +7+4.4% | Added |
| JFS Wealth Advisors, LLC | 170 | $10.9K | 0.00% | −2−1.2% | Reduced |
| United Community Bank | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 200 | $12.9K | 0.00% | +119+146.9% | Added |
| Chilton Capital Management LLC | 200 | $12.9K | 0.00% | +200 | New |