| CoreCap Advisors, LLC | 1 | $103 | 0.00% | −2−66.7% | Reduced |
| Mendota Financial Group, LLC | 1 | $104 | 0.00% | −9−90.0% | Reduced |
| TFC Financial Management | 1 | $104 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2 | $207 | 0.00% | +2 | New |
| Laurel Wealth Advisors LLC | 3 | $310 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $310 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $310 | 0.00% | +3 | New |
| Colonial Trust Co | 3 | $311 | 0.00% | +3 | New |
| Claris Advisors, LLC | 4 | $413 | 0.00% | +4 | New |
| Riverview Trust Co | 5 | $517 | 0.00% | +5 | New |
| FinTrust Capital Advisors, LLC | 5 | $517 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $517 | 0.00% | +5 | New |
| Voisard Asset Management Group, Inc. | 5 | $517 | 0.00% | +5 | New |
| Legacy Investment Solutions, LLC | 9 | $591 | 0.00% | +9 | New |
| Legacy Wealth Managment, LLC | 9 | $591 | 0.00% | +9 | New |
| ORG Partners LLC | 7 | $723 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 7 | $723 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $724 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8 | $826 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $827 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +5+41.7% | Added |
| Harvest Fund Management Co., Ltd | 14 | $1.00K | 0.00% | +14 | New |
| Raleigh Capital Management Inc. | 10 | $1.03K | 0.00% | −1−9.1% | Reduced |
| DAGCO, Inc. | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 11 | $1.14K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 13 | $1.34K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.55K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $1.55K | 0.00% | +10+200.0% | Added |
| Raffa Wealth Management, LLC | 18 | $1.86K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 19 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $2.07K | 0.00% | −22−52.4% | Reduced |
| Financial Network Wealth Advisors LLC | 20 | $2.07K | 0.00% | −18−47.4% | Reduced |
| Fairscale Capital, LLC | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $2.17K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23 | $2.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $2.47K | 0.00% | +13+118.2% | Added |
| BNP Paribas | 24 | $2.48K | 0.00% | +24 | New |
| Macroview Investment Management LLC | 24 | $2.48K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 38 | $2.56K | 0.00% | −17−30.9% | Reduced |
| Rothschild Investment LLC | 25 | $2.58K | 0.00% | −5−16.7% | Reduced |
| Hartford Financial Management Inc. | 25 | $2.58K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $2.58K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.69K | 0.00% | −5−16.1% | Reduced |
| Central Trust Co | 28 | $2.89K | 0.00% | −20−41.7% | Reduced |
| McIlrath & Eck, LLC | 30 | $3.10K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 31 | $3.18K | 0.00% | +31 | New |
| Toth Financial Advisory Corp | 35 | $3.62K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $3.72K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 37 | $3.82K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 37 | $3.82K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $3.93K | 0.00% | −7,666−99.5% | Reduced |
| Capital Advisors, Ltd. LLC | 37 | $4.00K | 0.00% | −8−17.8% | Reduced |
| Spire Wealth Management | 39 | $4.03K | 0.00% | +3+8.3% | Added |
| Prestige Wealth Management Group LLC | 41 | $4.24K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $4.44K | 0.00% | +16+59.3% | Added |
| GW&K Investment Management, LLC | 52 | $5.00K | 0.00% | +6+13.0% | Added |
| Park Circle Co | 50 | $5.17K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 52 | $5.37K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 56 | $5.79K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 56 | $6.43K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 65 | $6.71K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 66 | $6.82K | 0.00% | +66 | New |
| Global Retirement Partners, LLC | 67 | $6.92K | 0.00% | −7−9.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 72 | $7.00K | 0.00% | −21−22.6% | Reduced |
| Hemington Wealth Management | 106 | $7.00K | 0.00% | +106 | New |
| Pineridge Advisors LLC | 70 | $7.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $7.33K | 0.00% | +2+2.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 74 | $7.64K | 0.00% | +46+164.3% | Added |
| Horizon Financial Services, LLC | 76 | $7.85K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $8.16K | 0.00% | −16−16.8% | Reduced |
| Cape Investment Advisory, Inc. | 87 | $8.99K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 87 | $8.99K | 0.00% | +87 | New |
| Reuter James Wealth Management, LLC | 88 | $9.09K | 0.00% | +88 | New |
| TSFG, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 95 | $10.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 102 | $10.6K | 0.04% | +102 | New |
| Whittier Trust Co of Nevada Inc | 115 | $11.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 129 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 127 | $13.1K | 0.00% | −150−54.2% | Reduced |
| Signature Resources Capital Management, LLC | 136 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 143 | $14.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 153 | $15.8K | 0.00% | +153 | New |
| MV Capital Management, Inc. | 166 | $17.1K | 0.00% | +4+2.5% | Added |
| Cromwell Holdings LLC | 174 | $18.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 182 | $18.8K | 0.00% | +21+13.0% | Added |
| GPS Wealth Strategies Group, LLC | 210 | $21.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 215 | $22.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 223 | $23.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 236 | $24.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 236 | $24.4K | 0.00% | +47+24.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 241 | $24.9K | 0.00% | −94−28.1% | Reduced |
| Plato Investment Management Ltd | 249 | $25.7K | 0.00% | −1,310−84.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 253 | $26.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 263 | $27.2K | 0.00% | +30+12.9% | Added |