| Raleigh Capital Management Inc. | 0 | $54 | 0.00% | 0 | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $204 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $264 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $264 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $264 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $264 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $264 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $264 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $264 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $264 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $528 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $528 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3 | $791 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $791 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $791 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $840 | 0.00% | −1−25.0% | Reduced |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Creative Financial Designs Inc | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 4 | $1.05K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4 | $1.06K | 0.00% | +4 | New |
| Addison Advisors LLC | 5 | $1.32K | 0.00% | −13−72.2% | Reduced |
| Zions Bancorporation, National Association | 5 | $1.32K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.33K | 0.00% | +2+66.7% | Added |
| Transamerica Financial Advisors, Inc. | 6 | $1.58K | 0.00% | +2+50.0% | Added |
| Manchester Capital Management LLC | 6 | $1.58K | 0.00% | −2−25.0% | Reduced |
| Arlington Trust Co LLC | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $2.11K | 0.00% | +1+14.3% | Added |
| Bellevue Asset Management, LLC | 9 | $2.37K | 0.00% | +9 | New |
| Nemes Rush Group LLC | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $2.37K | 0.00% | +2+28.6% | Added |
| Cromwell Holdings LLC | 9 | $2.37K | 0.00% | +4+80.0% | Added |
| HFM Investment Advisors, LLC | 9 | $2.37K | 0.00% | +5+125.0% | Added |
| Huntington National Bank | 9 | $2.38K | 0.00% | +2+28.6% | Added |
| International Assets Investment Management, LLC | 9 | $2.39K | 0.00% | +9 | New |
| Larson Financial Group LLC | 10 | $2.63K | 0.00% | +6+150.0% | Added |
| Dunhill Financial, LLC | 10 | $2.85K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $2.90K | 0.00% | +6+120.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $2.90K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 11 | $2.92K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 12 | $3.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $3.17K | 0.00% | +2+20.0% | Added |
| First Command Advisory Services, Inc. | 13 | $3.43K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $3.43K | 0.00% | +13 | New |
| HHM Wealth Advisors, LLC | 13 | $3.43K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $3.69K | 0.00% | −23−62.2% | Reduced |
| UMA Financial Services, Inc. | 14 | $3.69K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $3.69K | 0.00% | +14 | New |
| Tounjian Advisory Partners, LLC | 14 | $3.74K | 0.00% | +14 | New |
| Creative Capital Management Investments LLC | 15 | $3.96K | 0.00% | +15 | New |
| Brown Brothers Harriman & Co | 16 | $4.22K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 16 | $4.22K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $4.75K | 0.00% | +4+28.6% | Added |
| Bell Investment Advisors, Inc | 19 | $5.01K | 0.00% | −1−5.0% | Reduced |
| Bayban | 19 | $5.01K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 20 | $5.28K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 22 | $5.93K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $6.07K | 0.00% | +6+35.3% | Added |
| Geneos Wealth Management Inc. | 23 | $6.12K | 0.00% | −18−43.9% | Reduced |
| High Note Wealth, LLC | 24 | $6.33K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 34 | $8.86K | 0.00% | +1+3.0% | Added |
| Farmers & Merchants Investments Inc | 34 | $8.97K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 34 | $8.97K | 0.00% | +7+25.9% | Added |
| Bogart Wealth, LLC | 35 | $9.23K | 0.00% | +28+400.0% | Added |
| Action Point Financial Planning, LLC | 40 | $9.76K | 0.00% | +40 | New |
| Financial Consulate, Inc | 39 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $10.3K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 40 | $10.6K | 0.00% | +40 | New |
| Cetera Trust Company, N.A | 41 | $10.8K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 41 | $10.8K | 0.00% | +17+70.8% | Added |
| Ameriflex Group, Inc. | 43 | $11.3K | 0.00% | +14+48.3% | Added |
| JFS Wealth Advisors, LLC | 43 | $11.3K | 0.00% | +2+4.9% | Added |
| Eurizon Capital SGR S.p.A. | 44 | $11.6K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 45 | $11.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 47 | $12.4K | 0.00% | +9+23.7% | Added |
| Rothschild Investment LLC | 48 | $12.7K | 0.00% | −4−7.7% | Reduced |
| NBC Securities, Inc. | 50 | $13.2K | 0.00% | +50 | New |
| Ancora Advisors, LLC | 54 | $14.2K | 0.00% | −137−71.7% | Reduced |
| MCF Advisors LLC | 60 | $15.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 65 | $17.1K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 65 | $17.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 69 | $18.2K | 0.00% | −2−2.8% | Reduced |
| Salomon & Ludwin, LLC | 72 | $19.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 74 | $19.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 74 | $19.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 77 | $20.3K | 0.00% | +15+24.2% | Added |
| Accordant Advisory Group Inc | 78 | $20.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $26.4K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 100 | $26.4K | 0.00% | +10+11.1% | Added |
| IFG Advisory, LLC | 101 | $26.6K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 105 | $27.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 107 | $28.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 110 | $29.0K | 0.00% | −199−64.4% | Reduced |
| WPG Advisers, LLC | 111 | $29.3K | 0.02% | +20+22.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113 | $29.8K | 0.00% | +59+109.3% | Added |
| 1 North Wealth Services LLC | 118 | $31.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 118 | $31.1K | 0.01% | 00.0% | Unchanged |