| Halbert Hargrove Global Advisors, LLC | 0 | $40 | 0.00% | 0 | New |
| DecisionPoint Financial, LLC | 1 | $416 | 0.00% | +1 | New |
| Valley National Advisers Inc | 1 | $438 | 0.00% | −2−66.7% | Reduced |
| Addison Advisors LLC | 1 | $438 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 1 | $438 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $438 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $438 | 0.00% | +1 | New |
| PEAK6 LLC | 2 | $760 | 0.00% | −1−33.3% | Reduced |
| Dogwood Wealth Management LLC | 2 | $875 | 0.00% | −3−60.0% | Reduced |
| Activest Wealth Management | 2 | $875 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $876 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $876 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 2 | $878 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3 | $1.21K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $1.31K | 0.00% | −7,067−100.0% | Reduced |
| Marquette Asset Management, LLC | 3 | $1.31K | 0.00% | −5−62.5% | Reduced |
| 1015 Capital Partners, LLC | 3 | $1.31K | 0.00% | −1−25.0% | Reduced |
| Asset Dedication, LLC | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $1.31K | 0.00% | +2+200.0% | Added |
| Central Trust Co | 3 | $1.31K | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 3 | $1.31K | 0.00% | +3 | New |
| Westfuller Advisors, LLC | 3 | $1.31K | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $1.73K | 0.00% | +2+100.0% | Added |
| South State Corp. | 4 | $1.75K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $1.75K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $1.75K | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| Caitlin John, LLC | 5 | $2.19K | 0.00% | −4−44.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $2.19K | 0.00% | −3−37.5% | Reduced |
| Rialto Wealth Management, LLC | 5 | $2.19K | 0.00% | −2−28.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 6 | $2.63K | 0.00% | −79−92.9% | Reduced |
| Clark Wealth Partners | 6 | $2.63K | 0.00% | −3−33.3% | Reduced |
| HFM Investment Advisors, LLC | 6 | $2.63K | 0.00% | +2+50.0% | Added |
| William B. Walkup & Associates, Inc. | 6 | $2.63K | 0.00% | +6 | New |
| Walleye Capital LLC | 7 | $3.06K | 0.00% | −1,786−99.6% | Reduced |
| Creative Capital Management Investments LLC | 7 | $3.06K | 0.00% | +7 | New |
| TFC Financial Management | 7 | $3.06K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $3.06K | 0.00% | +2+40.0% | Added |
| Crewe Advisors LLC | 7 | $3.06K | 0.00% | +7 | New |
| Cornerstone Financial Management LLC | 8 | $3.50K | 0.00% | +1+14.3% | Added |
| Sachetta, LLC | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $3.50K | 0.00% | +8 | New |
| Armstrong Advisory Group, Inc | 9 | $3.94K | 0.00% | −15−62.5% | Reduced |
| Bell Investment Advisors, Inc | 9 | $3.94K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 9 | $3.94K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 9 | $3.94K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 9 | $3.94K | 0.00% | +9 | New |
| American National Bank | 10 | $4.37K | 0.00% | +3+42.9% | Added |
| Berkshire Capital Holdings Inc | 10 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $4.38K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $4.38K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $4.38K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $4.38K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $4.38K | 0.00% | +1+11.1% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $4.81K | 0.00% | −1−8.3% | Reduced |
| Altshuler Shaham Ltd | 11 | $4.81K | 0.00% | +3+37.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 11 | $4.81K | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 12 | $5.25K | 0.00% | +4+50.0% | Added |
| MV Capital Management, Inc. | 12 | $5.25K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $5.69K | 0.00% | +3+30.0% | Added |
| Avion Wealth | 15 | $6.00K | 0.00% | +2+15.4% | Added |
| Godsey & Gibb Associates | 15 | $6.57K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 15 | $6.57K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 15 | $6.57K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15 | $6.57K | 0.00% | +15 | New |
| Bellevue Asset Management, LLC | 17 | $7.44K | 0.00% | +17 | New |
| Bullock Wealth Management Group | 18 | $7.47K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $7.88K | 0.00% | −107−85.6% | Reduced |
| EFG International AG | 20 | $8.75K | 0.00% | +10+100.0% | Added |
| High Note Wealth, LLC | 21 | $9.19K | 0.00% | +9+75.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 21 | $9.19K | 0.00% | +13+162.5% | Added |
| Valued Wealth Advisors LLC | 23 | $10.1K | 0.00% | −6−20.7% | Reduced |
| Kemnay Advisory Services Inc. | 24 | $10.5K | 0.00% | +1+4.3% | Added |
| SJS Investment Consulting Inc. | 24 | $10.5K | 0.00% | +5+26.3% | Added |
| ZRC Wealth Management, LLC | 24 | $10.5K | 0.00% | +16+200.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $10.9K | 0.01% | +7+38.9% | Added |
| Salomon & Ludwin, LLC | 27 | $11.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 26 | $11.4K | 0.00% | +7+36.8% | Added |
| Accordant Advisory Group Inc | 27 | $11.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $12.3K | 0.00% | −12−30.0% | Reduced |
| Gleason Group, Inc. | 29 | $12.7K | 0.00% | +29 | New |
| Private Wealth Management Group, LLC | 30 | $13.1K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 30 | $13.2K | 0.01% | +30 | New |
| JFS Wealth Advisors, LLC | 31 | $13.6K | 0.00% | −1−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 32 | $14.0K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 34 | $14.0K | 0.00% | +34 | New |
| Owl Creek Wealth Partners LLC | 35 | $15.3K | 0.00% | +5+16.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 36 | $15.8K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 36 | $15.8K | 0.00% | +36 | New |
| Capital Advisors, Ltd. LLC | 36 | $16.0K | 0.00% | −13−26.5% | Reduced |
| Private Wealth Asset Management, LLC | 40 | $17.5K | 0.00% | +40 | New |
| UMA Financial Services, Inc. | 41 | $17.9K | 0.00% | −1−2.4% | Reduced |
| HHM Wealth Advisors, LLC | 45 | $19.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 46 | $20.1K | 0.00% | +10+27.8% | Added |
| Creative Financial Designs Inc | 47 | $20.6K | 0.00% | +40+571.4% | Added |
| Measured Wealth Private Client Group, LLC | 48 | $21.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 48 | $21.0K | 0.00% | +48 | New |
| Parkside Financial Bank & Trust | 49 | $21.4K | 0.00% | −13−21.0% | Reduced |
| Founders Capital Management | 50 | $21.9K | 0.01% | 00.0% | Unchanged |