| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Tounjian Advisory Partners, LLC | 1 | $54 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $68 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $69 | 0.00% | −9−90.0% | Reduced |
| Strive Financial Group ,LLC | 1 | $82 | 0.00% | +1 | New |
| Mosley Wealth Management | 2 | $136 | 0.00% | +2 | New |
| Investment Research & Advisory Group, Inc. | 3 | $204 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 3 | $204 | 0.00% | +3 | New |
| Bokf, NA | 4 | $272 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $341 | 0.00% | −2−28.6% | Reduced |
| Harbor Investment Advisory, LLC | 5 | $341 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $409 | 0.00% | −10−62.5% | Reduced |
| Bullseye Investment Management, LLC | 6 | $409 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $409 | 0.00% | +3+100.0% | Added |
| Hurley Capital, LLC | 6 | $436 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $477 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $545 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $545 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $545 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $572 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $613 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 9 | $613 | 0.00% | +9 | New |
| Whipplewood Advisors, LLC | 10 | $681 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $749 | 0.00% | +11 | New |
| Rothschild Investment LLC | 12 | $817 | 0.00% | −25−67.6% | Reduced |
| Rialto Wealth Management, LLC | 12 | $818 | 0.00% | +8+200.0% | Added |
| Anchor Investment Management, LLC | 13 | $885 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $885 | 0.00% | +4+44.4% | Added |
| Transamerica Financial Advisors, Inc. | 13 | $885 | 0.00% | +13 | New |
| SWAN Capital LLC | 14 | $954 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 14 | $954 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $954 | 0.00% | +6+75.0% | Added |
| Natixis | 14 | $954 | 0.00% | +14 | New |
| Sachetta, LLC | 16 | $1.09K | 0.00% | −8−33.3% | Reduced |
| Godfrey Financial Associates, Inc. | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 17 | $1.16K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 17 | $1.16K | 0.00% | +9+112.5% | Added |
| Synergy Investment Management, LLC | 18 | $1.24K | 0.00% | +6+50.0% | Added |
| Whittier Trust Co of Nevada Inc | 21 | $1.40K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $1.43K | 0.00% | −64−75.3% | Reduced |
| NBC Securities, Inc. | 21 | $1.43K | 0.00% | +20+2,000.0% | Added |
| Quent Capital, LLC | 22 | $1.47K | 0.00% | +10+83.3% | Added |
| Assetmark, Inc | 23 | $1.57K | 0.00% | +8+53.3% | Added |
| City State Bank | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 26 | $1.77K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 26 | $1.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $1.91K | 0.00% | −2−6.7% | Reduced |
| Bell Investment Advisors, Inc | 28 | $1.91K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 32 | $1.98K | 0.00% | +32 | New |
| Sankala Group LLC | 38 | $2.27K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 35 | $2.38K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 35 | $2.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $2.40K | 0.00% | −45−56.3% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 38 | $2.59K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 41 | $2.79K | 0.00% | +2+5.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 46 | $3.13K | 0.00% | −21−31.3% | Reduced |
| Financial Gravity Companies, Inc. | 47 | $3.20K | 0.00% | +47 | New |
| CVA Family Office, LLC | 57 | $3.88K | 0.00% | +10+21.3% | Added |
| Capital Advisors, Ltd. LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 65 | $4.43K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 65 | $4.43K | 0.00% | +12+22.6% | Added |
| Golden State Wealth Management, LLC | 65 | $4.46K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 66 | $4.50K | 0.00% | +34+106.3% | Added |
| Princeton Global Asset Management LLC | 68 | $4.60K | 0.00% | +1+1.5% | Added |
| TD Capital Management LLC | 68 | $4.62K | 0.00% | +1+1.5% | Added |
| Keating Financial Advisory Services, Inc. | 72 | $4.90K | 0.00% | −10−12.2% | Reduced |
| Key Financial Inc | 75 | $5.11K | 0.00% | +50+200.0% | Added |
| GWM Advisors LLC | 82 | $5.58K | 0.00% | −166−66.9% | Reduced |
| Institute for Wealth Management, LLC. | 84 | $5.72K | 0.00% | +84 | New |
| Cedar Mountain Advisors, LLC | 91 | $6.20K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 95 | $6.47K | 0.00% | −3−3.1% | Reduced |
| Highline Wealth Partners LLC | 101 | $6.88K | 0.00% | +30+42.3% | Added |
| Covestor Ltd | 117 | $8.00K | 0.00% | +5+4.5% | Added |
| Creative Financial Designs Inc | 120 | $8.17K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 120 | $8.17K | 0.00% | −12−9.1% | Reduced |
| Bayban | 128 | $8.72K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 165 | $11.2K | 0.00% | −1−0.6% | Reduced |
| Bullock Wealth Management Group | 165 | $11.3K | 0.00% | +2+1.2% | Added |
| Allworth Financial LP | 177 | $12.1K | 0.00% | −29−14.1% | Reduced |
| HHM Wealth Advisors, LLC | 180 | $12.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 186 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 193 | $13.0K | 0.00% | −78−28.8% | Reduced |
| Massmutual Trust Co FSB | 196 | $13.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 205 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 206 | $14.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 220 | $15.0K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 229 | $15.6K | 0.01% | −305−57.1% | Reduced |
| Nomura Asset Management Co Ltd | 240 | $16.3K | 0.00% | −350−59.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 243 | $16.6K | 0.00% | −663−73.2% | Reduced |
| True Wealth Design, LLC | 266 | $18.1K | 0.00% | +214+411.5% | Added |
| Signature Equity Partners, LLC | 267 | $18.2K | 0.01% | +201+304.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 275 | $18.7K | 0.00% | −4,077−93.7% | Reduced |
| Wellington-Altus USA Inc. | 321 | $19.5K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 300 | $20.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $20.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 323 | $22.0K | 0.00% | −32−9.0% | Reduced |
| IFG Advisory, LLC | 334 | $22.7K | 0.00% | +334 | New |