| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $70 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $140 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $210 | 0.00% | +3 | New |
| Planning Strategies Inc. | 3 | $210 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $288 | 0.00% | +4 | New |
| Crewe Advisors LLC | 5 | $350 | 0.00% | +5 | New |
| USA Financial Formulas | 6 | $420 | 0.00% | +6 | New |
| South State Corp. | 7 | $490 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $560 | 0.00% | +8 | New |
| Owl Creek Wealth Partners LLC | 10 | $700 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $700 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $770 | 0.00% | +7+175.0% | Added |
| Financial Management Professionals, Inc. | 12 | $840 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $910 | 0.00% | −1−7.1% | Reduced |
| Investors Portfolio Services LLC | 13 | $910 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 14 | $1.00K | 0.00% | −51−78.5% | Reduced |
| Hughes Financial Services, LLC | 16 | $1.12K | 0.00% | +4+33.3% | Added |
| Ameriflex Group, Inc. | 16 | $1.12K | 0.00% | +16 | New |
| Burk Holdings LLC | 17 | $1.19K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 17 | $1.19K | 0.00% | +17 | New |
| HFM Investment Advisors, LLC | 18 | $1.26K | 0.00% | +9+100.0% | Added |
| SHP Wealth Management | 20 | $1.40K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 23 | $1.61K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $1.67K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $1.82K | 0.00% | +4+18.2% | Added |
| Whipplewood Advisors, LLC | 27 | $1.89K | 0.00% | −29−51.8% | Reduced |
| Kilter Group LLC | 27 | $1.89K | 0.00% | −20−42.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 27 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 28 | $1.96K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 29 | $2.03K | 0.00% | +29 | New |
| Golden State Wealth Management, LLC | 32 | $2.24K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 33 | $2.31K | 0.00% | +15+83.3% | Added |
| Prestige Wealth Management Group LLC | 33 | $2.31K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 34 | $2.38K | 0.00% | +34 | New |
| Newbridge Financial Services Group, Inc. | 35 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $2.45K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 35 | $2.45K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 37 | $2.60K | 0.00% | −35−48.6% | Reduced |
| Rialto Wealth Management, LLC | 38 | $2.66K | 0.00% | +7+22.6% | Added |
| UMA Financial Services, Inc. | 47 | $3.29K | 0.00% | −4−7.8% | Reduced |
| Zions Bancorporation, National Association | 48 | $3.36K | 0.00% | +5+11.6% | Added |
| Sachetta, LLC | 55 | $3.85K | 0.00% | +6+12.2% | Added |
| Highline Wealth Partners LLC | 56 | $3.92K | 0.00% | +56 | New |
| Capital Advisors, Ltd. LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 58 | $4.06K | 0.00% | +58 | New |
| Marquette Asset Management, LLC | 59 | $4.13K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 62 | $4.34K | 0.00% | −13−17.3% | Reduced |
| Fulcrum Asset Management LLP | 67 | $4.73K | 0.00% | +67 | New |
| Anchor Investment Management, LLC | 75 | $5.25K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 75 | $5.25K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 76 | $5.32K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 78 | $5.46K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 79 | $5.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 81 | $5.67K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 85 | $5.92K | 0.00% | −16−15.8% | Reduced |
| Manchester Capital Management LLC | 86 | $6.02K | 0.00% | +3+3.6% | Added |
| Bell Investment Advisors, Inc | 88 | $6.16K | 0.00% | −6−6.4% | Reduced |
| Millstone Evans Group, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 101 | $7.07K | 0.00% | +101 | New |
| GHP Investment Advisors, Inc. | 104 | $7.28K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 106 | $7.42K | 0.00% | +26+32.5% | Added |
| American Capital Advisory, LLC | 107 | $7.49K | 0.00% | +3+2.9% | Added |
| Keating Financial Advisory Services, Inc. | 119 | $8.33K | 0.00% | −12−9.2% | Reduced |
| JFS Wealth Advisors, LLC | 132 | $9.24K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 139 | $9.71K | 0.00% | +1+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 139 | $9.73K | 0.00% | +105+308.8% | Added |
| CVA Family Office, LLC | 142 | $9.94K | 0.00% | −18−11.3% | Reduced |
| Farmers & Merchants Investments Inc | 144 | $10.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 152 | $10.6K | 0.00% | +2+1.3% | Added |
| GW&K Investment Management, LLC | 162 | $11.0K | 0.00% | +162 | New |
| SBI Securities Co., Ltd. | 162 | $11.3K | 0.00% | −32−16.5% | Reduced |
| Rossby Financial, LCC | 176 | $12.3K | 0.00% | +30+20.5% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 208 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 212 | $14.8K | 0.00% | +92+76.7% | Added |
| Key Financial Inc | 216 | $15.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 221 | $15.5K | 0.00% | −89−28.7% | Reduced |
| Huntington National Bank | 238 | $16.7K | 0.00% | −42−15.0% | Reduced |
| First National Bank | 258 | $18.1K | 0.01% | +258 | New |
| Natixis | 275 | $19.2K | 0.00% | +275 | New |
| North Star Investment Management Corp. | 276 | $19.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 266 | $19.6K | 0.00% | +98+58.3% | Added |
| Activest Wealth Management | 287 | $20.1K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 295 | $20.6K | 0.01% | −34−10.3% | Reduced |
| SJS Investment Consulting Inc. | 297 | $20.8K | 0.00% | −270−47.6% | Reduced |
| Spire Wealth Management | 305 | $21.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 310 | $21.7K | 0.00% | +299+2,718.2% | Added |
| Centerpoint Advisors, LLC | 311 | $22.0K | 0.01% | −3−1.0% | Reduced |
| Robinswood Financial LLC | 326 | $22.9K | 0.01% | +1+0.3% | Added |
| Bayforest Capital Ltd | 333 | $23.3K | 0.02% | −2,209−86.9% | Reduced |
| Mountain Hill Investment Partners Corp. | 350 | $24.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 364 | $25.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 360 | $26.2K | 0.00% | −94−20.7% | Reduced |
| MB, Levis & Associates, LLC | 427 | $29.9K | 0.01% | +2+0.5% | Added |
| Group One Trading, L.P. | 443 | $31.0K | 0.00% | +443 | New |
| University of Texas/Texas Am Investment Managment Co | 457 | $32.0K | 0.00% | 00.0% | Unchanged |
