| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| TSFG, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Concord Wealth Partners | 0 | $18 | 0.00% | −54−100.0% | Reduced |
| NVWM, LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $130 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 3 | $365 | 0.00% | +3 | New |
| Bokf, NA | 4 | $518 | 0.00% | −20−83.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4 | $518 | 0.00% | −5−55.6% | Reduced |
| Wolff Wiese Magana LLC | 5 | $648 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 5 | $648 | 0.00% | +5 | New |
| Lynx Investment Advisory | 6 | $777 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | −25−80.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Semmax Financial Advisors Inc. | 9 | $1.07K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 9 | $1.17K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $1.23K | 0.00% | +3+50.0% | Added |
| Sound Income Strategies, LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $1.55K | 0.00% | +3+33.3% | Added |
| ClariVest Asset Management LLC | 13 | $1.68K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $2.00K | 0.00% | +8+88.9% | Added |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 14 | $2.08K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 14 | $2.08K | 0.00% | +14 | New |
| Park Place Capital Corp | 17 | $2.20K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $2.22K | 0.00% | +3+21.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.98K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 26 | $3.37K | 0.00% | +1+4.0% | Added |
| Altshuler Shaham Ltd | 27 | $3.50K | 0.00% | −249−90.2% | Reduced |
| Abound Wealth Management | 27 | $3.50K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 28 | $3.63K | 0.00% | +28 | New |
| Tucker Asset Management LLC | 29 | $3.76K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 30 | $3.88K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $4.01K | 0.00% | +31 | New |
| Zions Bancorporation, N.A. | 32 | $4.14K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $4.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $4.53K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 36 | $4.60K | 0.00% | +36 | New |
| Atlantic Trust, LLC | 36 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $4.66K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $5.15K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $5.18K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $5.18K | 0.00% | +40 | New |
| DiNuzzo Private Wealth, Inc. | 44 | $5.70K | 0.00% | +3+7.3% | Added |
| Brown Brothers Harriman & Co | 45 | $5.83K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 46 | $5.96K | 0.00% | +46 | New |
| City State Bank | 52 | $6.73K | 0.00% | −7−11.9% | Reduced |
| Country Trust Bank | 52 | $6.73K | 0.00% | +3+6.1% | Added |
| Whittier Trust Co of Nevada Inc | 53 | $6.86K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 53 | $6.86K | 0.00% | −5−8.6% | Reduced |
| Abich Financial Wealth Management LLC | 57 | $7.38K | 0.01% | +10+21.3% | Added |
| Clearstead Advisors, LLC | 57 | $7.38K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 61 | $7.90K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 65 | $8.39K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 65 | $8.42K | 0.00% | −1−1.5% | Reduced |
| Redwood Wealth Management Group, LLC | 70 | $9.06K | 0.01% | +70 | New |
| GWM Advisors LLC | 71 | $9.22K | 0.00% | −43−37.7% | Reduced |
| Venturi Wealth Management, LLC | 75 | $9.71K | 0.00% | +61+435.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 76 | $9.84K | 0.00% | −145−65.6% | Reduced |
| WR Wealth Planners, LLC | 80 | $10.4K | 0.00% | −35−30.4% | Reduced |
| LRI Investments, LLC | 82 | $10.7K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 84 | $10.9K | 0.00% | +1+1.2% | Added |
| Versant Capital Management, Inc | 84 | $10.9K | 0.00% | +19+29.2% | Added |
| Private Wealth Management Group, LLC | 89 | $11.5K | 0.00% | +38+74.5% | Added |
| Meeder Asset Management Inc | 91 | $11.8K | 0.00% | +91 | New |
| Rise Advisors, LLC | 91 | $11.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $12.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 97 | $12.5K | 0.00% | −71−42.3% | Reduced |
| Tortoise Investment Management, LLC | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $12.9K | 0.01% | +50+100.0% | Added |
| FWL Investment Management, LLC | 112 | $14.5K | 0.01% | −7−5.9% | Reduced |
| Loomis Sayles & Co L P | 126 | $16.0K | 0.00% | +126 | New |
| JNBA Financial Advisors | 125 | $16.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 128 | $16.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 128 | $16.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 136 | $17.6K | 0.00% | +136 | New |
| Delta Asset Management LLC | 150 | $19.4K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 151 | $19.6K | 0.01% | +13+9.4% | Added |
| 1620 Investment Advisors, Inc. | 152 | $19.7K | 0.02% | +152 | New |
| Geneos Wealth Management Inc. | 154 | $19.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 158 | $20.0K | 0.00% | −5−3.1% | Reduced |
| TD Private Client Wealth LLC | 173 | $22.4K | 0.00% | +17+10.9% | Added |
| Millburn Ridgefield Corp | 181 | $23.4K | 0.00% | +9+5.2% | Added |
| JFS Wealth Advisors, LLC | 183 | $23.7K | 0.00% | −17−8.5% | Reduced |
| Itau Unibanco Holding S.A. | 187 | $24.2K | 0.00% | +187 | New |
| NBC Securities, Inc. | 197 | $25.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 197 | $25.5K | 0.00% | +26+15.2% | Added |
| Toth Financial Advisory Corp | 200 | $25.9K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 200 | $25.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 200 | $25.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 204 | $26.5K | 0.00% | +1+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 209 | $27.0K | 0.00% | +1+0.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 230 | $29.8K | 0.01% | 00.0% | Unchanged |