| Transamerica Financial Advisors, Inc. | 1 | $104 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 2 | $208 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 9 | $311 | 0.00% | −4−30.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $416 | 0.00% | +1+33.3% | Added |
| IMA Wealth, Inc. | 4 | $417 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $516 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $521 | 0.00% | +2+66.7% | Added |
| UMA Financial Services, Inc. | 7 | $730 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $730 | 0.00% | +4+133.3% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $886 | 0.00% | −1−7.7% | Reduced |
| SJS Investment Consulting Inc. | 9 | $938 | 0.00% | +2+28.6% | Added |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Prestige Wealth Management Group LLC | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $1.15K | 0.00% | +11 | New |
| Salomon & Ludwin, LLC | 12 | $1.20K | 0.00% | +12 | New |
| CVA Family Office, LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $1.25K | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 13 | $1.44K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 14 | $1.46K | 0.00% | +14 | New |
| JPL Wealth Management, LLC | 15 | $1.56K | 0.00% | +15 | New |
| Activest Wealth Management | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 16 | $1.67K | 0.00% | −17−51.5% | Reduced |
| Barrett & Company, Inc. | 20 | $2.08K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 21 | $2.19K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $2.19K | 0.00% | +21 | New |
| Manchester Capital Management LLC | 21 | $2.19K | 0.00% | +21 | New |
| Atlantic Trust, LLC | 25 | $2.60K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $2.60K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 27 | $2.81K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 28 | $2.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $3.00K | 0.00% | −1−2.9% | Reduced |
| Mather Group, LLC. | 33 | $3.44K | 0.00% | +33 | New |
| Sachetta, LLC | 42 | $4.38K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 46 | $4.60K | 0.00% | +46 | New |
| Wolff Wiese Magana LLC | 49 | $5.11K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 52 | $5.42K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 53 | $5.52K | 0.00% | −18−25.4% | Reduced |
| Brown Brothers Harriman & Co | 56 | $5.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $6.77K | 0.00% | −9−12.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $6.77K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 68 | $7.09K | 0.00% | +68 | New |
| GPS Wealth Strategies Group, LLC | 70 | $7.29K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $7.50K | 0.00% | +9+14.3% | Added |
| TD Waterhouse Canada Inc. | 75 | $7.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $7.92K | 0.00% | +13+20.6% | Added |
| Private Trust Co NA | 80 | $8.34K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 82 | $8.54K | 0.01% | +82 | New |
| Private Wealth Management Group, LLC | 88 | $9.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 94 | $9.79K | 0.00% | +94 | New |
| Farmers & Merchants Investments Inc | 97 | $10.1K | 0.00% | +7+7.8% | Added |
| First Pacific Financial | 97 | $10.1K | 0.00% | −7−6.7% | Reduced |
| Geneos Wealth Management Inc. | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 101 | $10.5K | 0.00% | +1+1.0% | Added |
| Hemington Wealth Management | 110 | $11.0K | 0.00% | +47+74.6% | Added |
| Huntington National Bank | 107 | $11.1K | 0.00% | −12−10.1% | Reduced |
| Fairscale Capital, LLC | 132 | $13.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 137 | $14.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 149 | $15.5K | 0.00% | +86+136.5% | Added |
| Crewe Advisors LLC | 180 | $18.8K | 0.00% | +180 | New |
| Root Financial Partners, LLC | 190 | $19.8K | 0.00% | +190 | New |
| Aventura Private Wealth, LLC | 199 | $20.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 209 | $21.8K | 0.00% | +17+8.9% | Added |
| Rothschild Investment LLC | 235 | $24.5K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 236 | $24.6K | 0.00% | +236 | New |
| Maryland Capital Advisors Inc. | 256 | $26.7K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 262 | $27.3K | 0.00% | +1+0.4% | Added |
| Abound Wealth Management | 265 | $27.6K | 0.01% | +265 | New |
| Essential Partners LLC | 271 | $28.2K | 0.01% | +34+14.3% | Added |
| Whittier Trust Co of Nevada Inc | 294 | $29.4K | 0.00% | −70−19.2% | Reduced |
| Tradewinds Capital Management, LLC | 296 | $30.8K | 0.01% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 305 | $31.8K | 0.01% | −296−49.3% | Reduced |
| Wealthspire Advisors, LLC | 323 | $33.7K | 0.00% | +323 | New |
| Private Wealth Asset Management, LLC | 339 | $35.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 343 | $35.7K | 0.00% | +343 | New |
| Rise Advisors, LLC | 405 | $42.2K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 420 | $43.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 430 | $44.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 447 | $46.6K | 0.00% | +252+129.2% | Added |
| Banque Cantonale Vaudoise | 491 | $51.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 491 | $51.2K | 0.00% | +16+3.4% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $52.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 505 | $52.6K | 0.00% | +466+1,194.9% | Added |
| Credit Industriel Et Commercial | 505 | $52.6K | 0.01% | +505 | New |
| GWM Advisors LLC | 594 | $61.9K | 0.00% | −8,011−93.1% | Reduced |
| Ci Investments Inc. | 661 | $69.0K | 0.00% | +187+39.5% | Added |
| Covestor Ltd | 675 | $70.0K | 0.04% | +214+46.4% | Added |
| Advisory Services Network, LLC | 685 | $71.4K | 0.00% | +685 | New |
| Flagship Wealth Advisors, LLC | 700 | $72.9K | 0.02% | +700 | New |
| Orion Capital Management LLC | 703 | $73.3K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 730 | $76.1K | 0.00% | −271−27.1% | Reduced |
| Daiwa Securities Group Inc. | 740 | $77.0K | 0.00% | +740 | New |
| Optiver Holding B.V. | 748 | $77.9K | 0.00% | −199−21.0% | Reduced |
| State of Wyoming | 835 | $87.0K | 0.01% | +11+1.3% | Added |
| Wexford Capital LP | 999 | $104.1K | 0.03% | +999 | New |
| Farther Finance Advisors, LLC | 1,045 | $108.9K | 0.00% | +167+19.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,100 | $115.0K | 0.00% | +11+1.0% | Added |