| Coston, McIsaac & Partners | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 0 | $10 | 0.00% | 0 | New |
| Whittier Trust Co of Nevada Inc | 6 | $268 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 7 | $313 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $358 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $442 | 0.00% | −332−97.1% | Reduced |
| Archer Investment Corp | 10 | $448 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $537 | 0.00% | −17−58.6% | Reduced |
| Financial Management Professionals, Inc. | 12 | $537 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 15 | $671 | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 16 | $716 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $823 | 0.00% | −450−96.2% | Reduced |
| Key Financial Inc | 20 | $895 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 20 | $895 | 0.00% | +20 | New |
| GAMMA Investing LLC | 21 | $940 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 30 | $1.00K | 0.00% | −42−58.3% | Reduced |
| Penserra Capital Management LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $1.03K | 0.00% | +23 | New |
| True Wealth Design, LLC | 24 | $1.07K | 0.00% | −1−4.0% | Reduced |
| Beacon Capital Management, LLC | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $1.16K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 26 | $1.20K | 0.00% | −7−21.2% | Reduced |
| Boyd Watterson Asset Management LLC | 29 | $1.30K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $1.34K | 0.00% | −8−21.1% | Reduced |
| Fortitude Family Office, LLC | 30 | $1.34K | 0.00% | +30 | New |
| Cedar Mountain Advisors, LLC | 39 | $1.75K | 0.00% | +39 | New |
| CoreFirst Bank & Trust | 40 | $1.79K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 40 | $1.79K | 0.00% | +40 | New |
| Miller Wealth Advisors, LLC | 45 | $2.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $2.19K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 49 | $2.19K | 0.00% | +49 | New |
| Carolinas Wealth Consulting LLC | 49 | $2.22K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 51 | $2.28K | 0.00% | +51 | New |
| Main Street Group, LTD | 52 | $2.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 48 | $2.52K | 0.00% | +10+26.3% | Added |
| Raiffeisen Bank International AG | 65 | $2.86K | 0.00% | +65 | New |
| Capital A Wealth Management, LLC | 64 | $2.86K | 0.00% | +64 | New |
| Coppell Advisory Solutions LLC | 65 | $2.87K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 61 | $2.93K | 0.00% | +61 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 69 | $3.09K | 0.00% | −1−1.4% | Reduced |
| Cape Investment Advisory, Inc. | 73 | $3.27K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $3.40K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 76 | $3.40K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 78 | $3.49K | 0.00% | −232−74.8% | Reduced |
| Hillsdale Investment Management Inc. | 80 | $3.58K | 0.00% | +80 | New |
| LRI Investments, LLC | 80 | $3.58K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 86 | $3.80K | 0.00% | −14−14.0% | Reduced |
| Chilton Capital Management LLC | 85 | $3.80K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 87 | $3.89K | 0.00% | +87 | New |
| Sierra Ocean, LLC | 88 | $3.94K | 0.00% | +88 | New |
| Hazlett, Burt & Watson, Inc. | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 90 | $4.03K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 94 | $4.20K | 0.00% | +94 | New |
| TD Capital Management LLC | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 101 | $4.51K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 104 | $4.61K | 0.00% | −57−35.4% | Reduced |
| General Partner, Inc. | 107 | $4.79K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 94 | $4.95K | 0.00% | +49+108.9% | Added |
| Fifth Third Bancorp | 115 | $5.15K | 0.00% | −2,351−95.3% | Reduced |
| Golden State Wealth Management, LLC | 126 | $5.64K | 0.00% | +126 | New |
| Centricity Wealth Management, LLC | 144 | $6.44K | 0.01% | +144 | New |
| Nisa Investment Advisors, LLC | 144 | $6.52K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 147 | $6.58K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 150 | $6.71K | 0.00% | −1,882−92.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 150 | $6.71K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 160 | $7.16K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 160 | $7.20K | 0.00% | −414−72.1% | Reduced |
| Stonebridge Financial Group, LLC | 165 | $7.38K | 0.00% | +165 | New |
| REAP Financial Group, LLC | 172 | $7.67K | 0.00% | +2+1.2% | Added |
| Stephens Consulting, LLC | 174 | $7.79K | 0.00% | +174 | New |
| Strengthening Families & Communities, LLC | 169 | $8.00K | 0.00% | −353−67.6% | Reduced |
| Hara Capital LLC | 185 | $8.28K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 187 | $8.37K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 208 | $9.00K | 0.00% | +208 | New |
| GeoWealth Management, LLC | 241 | $10.8K | 0.00% | +148+159.1% | Added |
| ORG Partners LLC | 248 | $11.1K | 0.00% | −50−16.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $12.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 277 | $12.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 323 | $14.5K | 0.00% | +10+3.2% | Added |
| Quintet Private Bank (Europe) S.A. | 333 | $14.8K | 0.00% | +333 | New |
| Millstone Evans Group, LLC | 338 | $15.1K | 0.01% | +338 | New |
| JTC Employer Solutions Trusteee Ltd | 361 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 367 | $16.4K | 0.00% | +18+5.2% | Added |
| Hantz Financial Services, Inc. | 374 | $17.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 390 | $17.4K | 0.01% | +390 | New |
| Human Investing LLC | 390 | $17.5K | 0.00% | +390 | New |
| Asset Dedication, LLC | 416 | $18.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 421 | $18.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 432 | $19.3K | 0.00% | +334+340.8% | Added |
| GHP Investment Advisors, Inc. | 446 | $20.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 474 | $21.2K | 0.00% | −450−48.7% | Reduced |
| Parkside Financial Bank & Trust | 482 | $21.6K | 0.00% | −958−66.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 500 | $22.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 432 | $22.7K | 0.00% | +396+1,100.0% | Added |
| Chesapeake Asset Management LLC | 562 | $25.1K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 598 | $26.8K | 0.00% | −40−6.3% | Reduced |
| Fairway Wealth LLC | 600 | $26.9K | 0.01% | +600 | New |