| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $111 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $211 | 0.00% | +1+100.0% | Added |
| Key Financial Inc | 3 | $331 | 0.00% | −100−97.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3 | $331 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $442 | 0.00% | −1−20.0% | Reduced |
| Boyd Watterson Asset Management LLC | 4 | $442 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $442 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $445 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 5 | $552 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $552 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $552 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $552 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $553 | 0.00% | −1−16.7% | Reduced |
| South State Corp. | 5 | $553 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 5 | $563 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $662 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $662 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $663 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 8 | $883 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $884 | 0.00% | +2+33.3% | Added |
| Albion Financial Group | 9 | $994 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $994 | 0.00% | +3+50.0% | Added |
| Bartlett & Co. Wealth Management LLC | 11 | $1.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.22K | 0.00% | +4+57.1% | Added |
| SHP Wealth Management | 12 | $1.32K | 0.00% | −5−29.4% | Reduced |
| Brown Brothers Harriman & Co | 18 | $1.99K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $2.10K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $2.21K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 21 | $2.32K | 0.00% | +16+320.0% | Added |
| SBI Securities Co., Ltd. | 24 | $2.65K | 0.00% | −39−61.9% | Reduced |
| Colonial Trust Co | 26 | $2.87K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 26 | $2.87K | 0.00% | +26 | New |
| Pin Oak Investment Advisors Inc | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 29 | $3.20K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 30 | $3.31K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 30 | $3.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 31 | $3.42K | 0.00% | +1+3.3% | Added |
| Bell Investment Advisors, Inc | 31 | $3.42K | 0.00% | +5+19.2% | Added |
| Bokf, NA | 31 | $3.42K | 0.00% | +31 | New |
| Harbour Investments, Inc. | 33 | $3.68K | 0.00% | +5+17.9% | Added |
| JFS Wealth Advisors, LLC | 34 | $3.75K | 0.00% | +1+3.0% | Added |
| Action Point Financial Planning, LLC | 38 | $3.86K | 0.00% | +38 | New |
| Pinnacle Wealth Planning Services, Inc. | 35 | $3.86K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 36 | $3.98K | 0.00% | +36 | New |
| Massmutual Trust Co FSB | 38 | $4.20K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 43 | $4.75K | 0.00% | −470−91.6% | Reduced |
| Clearstead Advisors, LLC | 44 | $4.86K | 0.00% | +44 | New |
| Kilter Group LLC | 44 | $4.86K | 0.00% | +28+175.0% | Added |
| Sachetta, LLC | 45 | $4.97K | 0.00% | +3+7.1% | Added |
| Highline Wealth Partners LLC | 46 | $5.08K | 0.00% | −20−30.3% | Reduced |
| Bogart Wealth, LLC | 49 | $5.41K | 0.00% | +49 | New |
| Cape Investment Advisory, Inc. | 50 | $5.50K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $5.52K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 51 | $5.63K | 0.00% | +8+18.6% | Added |
| IFG Advisory, LLC | 56 | $6.18K | 0.00% | +56 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58 | $6.40K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 60 | $6.63K | 0.00% | +1+1.7% | Added |
| NBC Securities, Inc. | 63 | $6.96K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 69 | $7.62K | 0.00% | +35+102.9% | Added |
| Eastern Bank | 74 | $8.17K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 76 | $8.59K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 82 | $9.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 84 | $9.28K | 0.00% | +55+189.7% | Added |
| Medallion Wealth Advisors, LLC | 86 | $9.49K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 86 | $9.50K | 0.00% | +31+56.4% | Added |
| IFP Advisors, Inc | 93 | $10.3K | 0.00% | −282−75.2% | Reduced |
| GGM Financials LLC | 97 | $10.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 109 | $11.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 111 | $12.3K | 0.00% | +50+82.0% | Added |
| Cornerstone Planning Group LLC | 115 | $13.3K | 0.00% | −1−0.9% | Reduced |
| Essential Partners LLC | 132 | $14.6K | 0.01% | −75−36.2% | Reduced |
| Natixis | 141 | $15.6K | 0.00% | +141 | New |
| Geneos Wealth Management Inc. | 144 | $15.9K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 150 | $16.6K | 0.01% | −7,621−98.1% | Reduced |
| Toronto Dominion Bank | 168 | $18.5K | 0.00% | +168 | New |
| Parkside Financial Bank & Trust | 181 | $20.0K | 0.00% | +22+13.8% | Added |
| ZRC Wealth Management, LLC | 197 | $21.8K | 0.01% | +113+134.5% | Added |
| Capital Advisors, Ltd. LLC | 204 | $23.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 217 | $24.0K | 0.01% | −38−14.9% | Reduced |
| WPG Advisers, LLC | 218 | $24.1K | 0.01% | +12+5.8% | Added |
| Rakuten Securities, Inc. | 228 | $25.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 228 | $25.2K | 0.00% | +5+2.2% | Added |
| Financial Consulate, Inc | 241 | $26.6K | 0.00% | +1+0.4% | Added |
| Los Angeles Capital Management LLC | 253 | $27.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 255 | $28.2K | 0.00% | +13+5.4% | Added |
| Buck Wealth Strategies, LLC | 275 | $30.4K | 0.00% | +275 | New |
| AdvisorNet Financial, Inc | 282 | $31.1K | 0.00% | +82+41.0% | Added |
| CVA Family Office, LLC | 284 | $31.4K | 0.00% | +6+2.2% | Added |
| Bessemer Group Inc | 304 | $34.0K | 0.00% | +60+24.6% | Added |
| Central Trust Co | 308 | $34.0K | 0.00% | +308 | New |
| Signaturefd, LLC | 322 | $35.6K | 0.00% | −1−0.3% | Reduced |
| Signature Equity Partners, LLC | 341 | $37.6K | 0.02% | −26−7.1% | Reduced |
| HM Payson & Co | 349 | $38.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 360 | $39.7K | 0.00% | −25−6.5% | Reduced |
| First Command Advisory Services, Inc. | 400 | $44.2K | 0.00% | −1,199−75.0% | Reduced |