| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 1 | $110 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $114 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $115 | 0.00% | +1 | New |
| Massmutual Trust Co FSB | 2 | $229 | 0.00% | −9−81.8% | Reduced |
| Rialto Wealth Management, LLC | 2 | $229 | 0.00% | −3−60.0% | Reduced |
| NBT Bank N A | 2 | $229 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $229 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $229 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $229 | 0.00% | +2 | New |
| Umb Bank N A | 3 | $343 | 0.00% | −455−99.3% | Reduced |
| Raffa Wealth Management, LLC | 4 | $458 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $458 | 0.00% | +3+300.0% | Added |
| Stone House Investment Management, LLC | 5 | $572 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 5 | $573 | 0.00% | +5 | New |
| CVA Family Office, LLC | 6 | $686 | 0.00% | −44−88.0% | Reduced |
| North Star Investment Management Corp. | 6 | $686 | 0.00% | −26−81.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 6 | $686 | 0.00% | −13−68.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $686 | 0.00% | +3+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $687 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $801 | 0.00% | +4+133.3% | Added |
| Tounjian Advisory Partners, LLC | 7 | $801 | 0.00% | +7 | New |
| CX Institutional | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 9 | $1.03K | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 10 | $1.14K | 0.00% | +2+25.0% | Added |
| Action Point Financial Planning, LLC | 13 | $1.37K | 0.00% | +13 | New |
| Zions Bancorporation, National Association | 12 | $1.37K | 0.00% | −5−29.4% | Reduced |
| Cromwell Holdings LLC | 12 | $1.37K | 0.00% | +6+100.0% | Added |
| Creative Capital Management Investments LLC | 12 | $1.37K | 0.00% | +12 | New |
| Silver Grove Financial Group, Inc. | 13 | $1.49K | 0.00% | +13 | New |
| TD Waterhouse Canada Inc. | 14 | $1.54K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 14 | $1.59K | 0.00% | +7+100.0% | Added |
| Fortitude Family Office, LLC | 14 | $1.60K | 0.00% | −10−41.7% | Reduced |
| Bogart Wealth, LLC | 15 | $1.72K | 0.00% | +4+36.4% | Added |
| Manchester Capital Management LLC | 16 | $1.83K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 17 | $1.95K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 18 | $2.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $2.17K | 0.00% | −9−32.1% | Reduced |
| Ares Financial Consulting, LLC | 21 | $2.40K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $2.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $2.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $2.52K | 0.00% | +17+340.0% | Added |
| Colonial Trust Co | 25 | $2.85K | 0.00% | +1+4.2% | Added |
| Ameritas Advisory Services, LLC | 25 | $2.86K | 0.00% | +25 | New |
| SBI Securities Co., Ltd. | 31 | $3.55K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $4.12K | 0.00% | −8−18.2% | Reduced |
| Medallion Wealth Advisors, LLC | 36 | $4.12K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 37 | $4.23K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 38 | $4.35K | 0.00% | −2−5.0% | Reduced |
| Golden State Wealth Management, LLC | 41 | $4.69K | 0.00% | −10−19.6% | Reduced |
| SWAN Capital LLC | 45 | $5.15K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 49 | $5.61K | 0.00% | +49 | New |
| Group One Trading, L.P. | 51 | $5.83K | 0.00% | −249−83.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 52 | $5.95K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 68 | $7.78K | 0.00% | −1−1.4% | Reduced |
| N.E.W. Advisory Services LLC | 68 | $7.78K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 69 | $7.89K | 0.00% | +40+137.9% | Added |
| Hantz Financial Services, Inc. | 72 | $8.00K | 0.00% | −3−4.0% | Reduced |
| CoreCap Advisors, LLC | 71 | $8.12K | 0.00% | +3+4.4% | Added |
| Owl Creek Wealth Partners LLC | 75 | $8.58K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 78 | $8.92K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 79 | $9.04K | 0.00% | +14+21.5% | Added |
| Bartlett & Co. Wealth Management LLC | 80 | $9.15K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 83 | $9.50K | 0.00% | −29−25.9% | Reduced |
| Mather Group, LLC. | 85 | $9.72K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 97 | $11.1K | 0.00% | −88−47.6% | Reduced |
| Bessemer Group Inc | 108 | $12.0K | 0.00% | −265−71.0% | Reduced |
| Ronald Blue Trust, Inc. | 105 | $12.0K | 0.00% | +99+1,650.0% | Added |
| Oakworth Capital, Inc. | 107 | $12.1K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 114 | $13.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 124 | $14.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 140 | $16.0K | 0.00% | −290−67.4% | Reduced |
| Nisa Investment Advisors, LLC | 144 | $16.5K | 0.00% | +138+2,300.0% | Added |
| Signaturefd, LLC | 145 | $16.6K | 0.00% | +105+262.5% | Added |
| SJS Investment Consulting Inc. | 150 | $17.2K | 0.00% | −27−15.3% | Reduced |
| CrossGen Wealth, LLC | 150 | $17.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $18.9K | 0.00% | −46−21.8% | Reduced |
| Tower Research Capital LLC (TRC) | 167 | $19.1K | 0.00% | −464−73.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 193 | $21.2K | 0.00% | +3+1.6% | Added |
| Clearstead Advisors, LLC | 186 | $21.3K | 0.00% | +186 | New |
| Federation des caisses Desjardins du Quebec | 194 | $22.2K | 0.00% | −5−2.5% | Reduced |
| Versant Capital Management, Inc | 196 | $22.4K | 0.00% | +182+1,300.0% | Added |
| Bayforest Capital Ltd | 197 | $22.5K | 0.02% | −81−29.1% | Reduced |
| Graticule Asia Macro Advisors LLC | 197 | $22.5K | 0.00% | +197 | New |
| Whittier Trust Co | 218 | $24.1K | 0.00% | +9+4.3% | Added |
| Strategic Wealth Partners, Ltd. | 270 | $30.9K | 0.00% | −34−11.2% | Reduced |
| Wellington-Altus USA Inc. | 238 | $31.7K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 277 | $31.7K | 0.00% | −381−57.9% | Reduced |
| Essential Partners LLC | 288 | $33.0K | 0.02% | −1,356−82.5% | Reduced |
| Private Wealth Asset Management, LLC | 329 | $37.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 362 | $41.4K | 0.00% | −543−60.0% | Reduced |
| True Wealth Design, LLC | 395 | $45.2K | 0.01% | −165−29.5% | Reduced |
| HM Payson & Co | 398 | $45.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 402 | $46.0K | 0.00% | −250−38.3% | Reduced |
| IFP Advisors, Inc | 451 | $51.6K | 0.00% | −32−6.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 617 | $70.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 659 | $75.4K | 0.00% | +659 | New |
| MetLife Investment Management | 711 | $81.3K | 0.00% | −654−47.9% | Reduced |
| Institute for Wealth Management, LLC. | 742 | $84.9K | 0.01% | +742 | New |
