| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| CWM Advisors, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $30 | 0.00% | +1 | New |
| Planning Strategies Inc. | 2 | $60 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $94 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $120 | 0.00% | +1+33.3% | Added |
| Activest Wealth Management | 4 | $120 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $150 | 0.00% | +1+25.0% | Added |
| Valued Wealth Advisors LLC | 6 | $180 | 0.00% | −23−79.3% | Reduced |
| HFM Investment Advisors, LLC | 6 | $180 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $210 | 0.00% | −23−76.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $240 | 0.00% | −13−61.9% | Reduced |
| NBT Bank N A | 8 | $240 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $298 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $300 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $300 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $330 | 0.00% | −8−42.1% | Reduced |
| American Capital Advisory, LLC | 11 | $330 | 0.00% | +1+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $360 | 0.00% | −4−25.0% | Reduced |
| Creative Capital Management Investments LLC | 12 | $360 | 0.00% | +12 | New |
| WPG Advisers, LLC | 12 | $360 | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 12 | $364 | 0.00% | −1,707−99.3% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $390 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $509 | 0.00% | −9−34.6% | Reduced |
| Ameriflex Group, Inc. | 18 | $539 | 0.00% | +18 | New |
| Manchester Capital Management LLC | 18 | $540 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 20 | $599 | 0.00% | −12−37.5% | Reduced |
| Barrett & Company, Inc. | 20 | $600 | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 21 | $630 | 0.00% | +13+162.5% | Added |
| Park Place Capital Corp | 22 | $659 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $690 | 0.00% | +10+76.9% | Added |
| Larson Financial Group LLC | 32 | $959 | 0.00% | −168−84.0% | Reduced |
| Bare Financial Services, Inc | 33 | $989 | 0.00% | +21+175.0% | Added |
| Avion Wealth | 50 | $1.00K | 0.00% | +39+354.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 34 | $1.02K | 0.00% | +34 | New |
| Cullen/Frost Bankers, Inc. | 35 | $1.05K | 0.00% | −384−91.6% | Reduced |
| Zions Bancorporation, National Association | 39 | $1.17K | 0.00% | +17+77.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 39 | $1.17K | 0.00% | +18+85.7% | Added |
| Medallion Wealth Advisors, LLC | 40 | $1.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 48 | $1.44K | 0.00% | −145−75.1% | Reduced |
| Benson Wealth Management INC | 59 | $1.77K | 0.00% | +59 | New |
| Cape Investment Advisory, Inc. | 60 | $1.80K | 0.00% | +60 | New |
| Owl Creek Wealth Partners LLC | 60 | $1.80K | 0.00% | +60 | New |
| Investors Portfolio Services LLC | 65 | $1.94K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 69 | $2.07K | 0.00% | +69 | New |
| Private Wealth Management Group, LLC | 72 | $2.16K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 72 | $2.16K | 0.00% | +72 | New |
| Farmers & Merchants Investments Inc | 78 | $2.34K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 80 | $2.40K | 0.00% | +39+95.1% | Added |
| Silver Grove Financial Group, Inc. | 92 | $2.76K | 0.00% | +92 | New |
| JPL Wealth Management, LLC | 94 | $2.82K | 0.00% | −85−47.5% | Reduced |
| True Wealth Design, LLC | 99 | $2.97K | 0.00% | −958−90.6% | Reduced |
| HM Payson & Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 108 | $3.24K | 0.00% | +108 | New |
| Massmutual Trust Co FSB | 114 | $3.42K | 0.00% | −100−46.7% | Reduced |
| SHP Wealth Management | 114 | $3.42K | 0.00% | +62+119.2% | Added |
| Essential Partners LLC | 123 | $3.69K | 0.00% | −9,759−98.8% | Reduced |
| Sachetta, LLC | 133 | $3.99K | 0.00% | −17−11.3% | Reduced |
| Capital Advisors, Ltd. LLC | 134 | $4.00K | 0.00% | −11−7.6% | Reduced |
| Marquette Asset Management, LLC | 140 | $4.20K | 0.00% | +106+311.8% | Added |
| First Horizon Corp | 148 | $4.44K | 0.00% | −85−36.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 157 | $4.71K | 0.00% | +157 | New |
| LRI Investments, LLC | 158 | $4.75K | 0.00% | +2+1.3% | Added |
| Picton Mahoney Asset Management | 168 | $5.04K | 0.00% | −10,156−98.4% | Reduced |
| Wiser Advisor Group LLC | 177 | $5.31K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 193 | $5.79K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 198 | $5.93K | 0.00% | +198 | New |
| GW&K Investment Management, LLC | 211 | $6.00K | 0.00% | +211 | New |
| MTM Investment Management, LLC | 206 | $6.17K | 0.00% | +206 | New |
| Brown Brothers Harriman & Co | 210 | $6.29K | 0.00% | −4−1.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 211 | $6.80K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 230 | $6.89K | 0.00% | +230 | New |
| CoreCap Advisors, LLC | 243 | $7.28K | 0.00% | −186−43.4% | Reduced |
| Leonteq Securities AG | 262 | $7.85K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 275 | $8.38K | 0.00% | +17+6.6% | Added |
| Bell Investment Advisors, Inc | 283 | $8.48K | 0.00% | +38+15.5% | Added |
| Bogart Wealth, LLC | 284 | $8.51K | 0.00% | +239+531.1% | Added |
| Spire Wealth Management | 300 | $8.99K | 0.00% | +144+92.3% | Added |
| Highline Wealth Partners LLC | 322 | $9.65K | 0.00% | +159+97.5% | Added |
| SJS Investment Consulting Inc. | 326 | $9.77K | 0.00% | +255+359.2% | Added |
| Clearstead Advisors, LLC | 371 | $11.1K | 0.00% | +341+1,136.7% | Added |
| Cornerstone Planning Group LLC | 477 | $12.4K | 0.00% | +22+4.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 442 | $13.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 490 | $14.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 462 | $14.4K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 500 | $15.0K | 0.01% | +500 | New |
| Centerpoint Advisors, LLC | 498 | $15.0K | 0.00% | +194+63.8% | Added |
| Mather Group, LLC. | 566 | $17.0K | 0.00% | −24−4.1% | Reduced |
| SBI Securities Co., Ltd. | 569 | $17.1K | 0.00% | −14−2.4% | Reduced |
| Rakuten Securities, Inc. | 679 | $20.4K | 0.00% | +557+456.6% | Added |
| Smartleaf Asset Management LLC | 773 | $23.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 786 | $23.6K | 0.01% | +786 | New |
| Covestor Ltd | 879 | $26.0K | 0.02% | +507+136.3% | Added |
| Strategic Advocates LLC | 868 | $26.0K | 0.10% | +376+76.4% | Added |
| Signature Equity Partners, LLC | 924 | $27.7K | 0.01% | −5−0.5% | Reduced |
| Versant Capital Management, Inc | 1,074 | $32.2K | 0.00% | −2,108−66.2% | Reduced |
| Graticule Asia Macro Advisors LLC | 1,103 | $33.1K | 0.00% | +1,103 | New |
| Eurizon Capital SGR S.p.A. | 1,114 | $34.0K | 0.00% | −1,178−51.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,224 | $36.7K | 0.00% | +819+202.2% | Added |
| Exchange Traded Concepts, LLC | 1,233 | $37.0K | 0.00% | −45−3.5% | Reduced |
