| Navigoe, LLC | 19 | $0 | 0.00% | +19 | New |
| Cullen/Frost Bankers, Inc. | 1 | $27 | 0.00% | −63−98.4% | Reduced |
| Huntington National Bank | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3 | $82 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $83 | 0.00% | +3 | New |
| City State Bank | 4 | $110 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $137 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 5 | $137 | 0.00% | +5 | New |
| Northwestern Mutual Wealth Management Co | 7 | $192 | 0.00% | −3,144−99.8% | Reduced |
| Raffa Wealth Management, LLC | 7 | $192 | 0.00% | −2−22.2% | Reduced |
| Dunhill Financial, LLC | 9 | $247 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $274 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $274 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 12 | $288 | 0.00% | +12 | New |
| Salomon & Ludwin, LLC | 13 | $311 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13 | $356 | 0.00% | +13 | New |
| Front Row Advisors LLC | 20 | $405 | 0.00% | 00.0% | Unchanged |
| Fort Vancouver Investment Management, LLC | 16 | $439 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $493 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 19 | $520 | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 19 | $521 | 0.00% | +19 | New |
| Atlantic Private Wealth, LLC | 20 | $548 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 20 | $548 | 0.00% | +20 | New |
| Godfrey Financial Associates, Inc. | 21 | $575 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 23 | $630 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 25 | $685 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $685 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $904 | 0.00% | −735−95.7% | Reduced |
| Concord Wealth Partners | 33 | $904 | 0.00% | +33 | New |
| Avion Wealth | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 37 | $1.01K | 0.00% | +14+60.9% | Added |
| Ancora Advisors, LLC | 40 | $1.09K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 41 | $1.12K | 0.00% | +26+173.3% | Added |
| Cornerstone Planning Group LLC | 50 | $1.17K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 49 | $1.34K | 0.00% | 00.0% | Unchanged |
| Trust Co | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 51 | $1.40K | 0.00% | +51 | New |
| Rossby Financial, LCC | 59 | $1.61K | 0.00% | +59 | New |
| AdvisorNet Financial, Inc | 60 | $1.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 61 | $1.67K | 0.00% | +13+27.1% | Added |
| Kilter Group LLC | 68 | $1.86K | 0.00% | −26−27.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 90 | $1.91K | 0.00% | +90 | New |
| Rialto Wealth Management, LLC | 71 | $1.94K | 0.00% | +7+10.9% | Added |
| JPL Wealth Management, LLC | 80 | $2.19K | 0.00% | +20+33.3% | Added |
| Blue Bell Private Wealth Management, LLC | 84 | $2.30K | 0.00% | +84 | New |
| Ameriflex Group, Inc. | 90 | $2.46K | 0.00% | +90 | New |
| Creative Capital Management Investments LLC | 92 | $2.52K | 0.00% | +92 | New |
| Institute for Wealth Management, LLC. | 116 | $3.17K | 0.00% | +116 | New |
| True Wealth Design, LLC | 116 | $3.18K | 0.00% | +24+26.1% | Added |
| SJS Investment Consulting Inc. | 141 | $3.86K | 0.00% | +64+83.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 145 | $3.97K | 0.00% | +145 | New |
| Signature Resources Capital Management, LLC | 152 | $4.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 153 | $4.19K | 0.00% | +54+54.5% | Added |
| Dogwood Wealth Management LLC | 156 | $4.27K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 160 | $4.38K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 170 | $4.66K | 0.00% | +170 | New |
| Tradewinds Capital Management, LLC | 189 | $5.17K | 0.00% | +189 | New |
| Zions Bancorporation, National Association | 199 | $5.45K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 200 | $5.48K | 0.00% | +200 | New |
| Spire Wealth Management | 202 | $5.53K | 0.00% | +2+1.0% | Added |
| J.Safra Asset Management Corp | 226 | $6.19K | 0.00% | +226 | New |
| TD Waterhouse Canada Inc. | 260 | $6.24K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 231 | $6.33K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 233 | $6.38K | 0.01% | +233 | New |
| Geneos Wealth Management Inc. | 250 | $6.84K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 265 | $7.26K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 345 | $8.27K | 0.00% | +20+6.2% | Added |
| CVA Family Office, LLC | 333 | $9.12K | 0.00% | +61+22.4% | Added |
| Atlantic Union Bankshares Corp | 360 | $9.86K | 0.00% | +19+5.6% | Added |
| Clearstead Advisors, LLC | 364 | $9.97K | 0.00% | +144+65.5% | Added |
| N.E.W. Advisory Services LLC | 373 | $10.2K | 0.00% | +9+2.5% | Added |
| Essential Partners LLC | 409 | $11.2K | 0.01% | +144+54.3% | Added |
| UMA Financial Services, Inc. | 443 | $12.1K | 0.00% | +183+70.4% | Added |
| Fortitude Family Office, LLC | 458 | $12.5K | 0.00% | +41+9.8% | Added |
| Covestor Ltd | 460 | $13.0K | 0.01% | −60−11.5% | Reduced |
| Global Retirement Partners, LLC | 477 | $13.1K | 0.00% | +477 | New |
| Westfuller Advisors, LLC | 532 | $14.6K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 538 | $14.7K | 0.00% | −430−44.4% | Reduced |
| EFG International AG | 550 | $15.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 554 | $15.2K | 0.00% | +458+477.1% | Added |
| Quaker Wealth Management, LLC | 575 | $15.7K | 0.00% | +75+15.0% | Added |
| BOCHK Asset Management Ltd | 600 | $16.4K | 0.00% | +600 | New |
| Versant Capital Management, Inc | 682 | $18.7K | 0.00% | +148+27.7% | Added |
| Bayforest Capital Ltd | 739 | $20.2K | 0.02% | +739 | New |
| Parallel Advisors, LLC | 774 | $21.2K | 0.00% | +123+18.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 989 | $27.1K | 0.00% | −20,629−95.4% | Reduced |
| Wall Street Access Asset Management, LLC | 1,000 | $27.4K | 0.00% | +500+100.0% | Added |
| Corsicana & Co. | 1,000 | $27.4K | 0.01% | +1,000 | New |
| EverSource Wealth Advisors, LLC | 1,027 | $28.1K | 0.00% | +75+7.9% | Added |
| Smallwood Wealth Investment Management, LLC | 1,055 | $28.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 1,104 | $30.2K | 0.00% | +1,104 | New |
| Jones Financial Companies LLLP | 1,121 | $32.0K | 0.00% | +1,020+1,009.9% | Added |
| Vision Retirement, LLC | 1,185 | $32.4K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,201 | $33.0K | 0.00% | +1,201 | New |
| Beaird Harris Wealth Management, LLC | 1,250 | $34.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,500 | $35.9K | 0.01% | −16,335−91.6% | Reduced |
| Credit Industriel Et Commercial | 1,485 | $40.7K | 0.00% | −40,093−96.4% | Reduced |