| CIBC Private Wealth Group, LLC | 880 | $29.5K | 0.00% | +341+63.3% | Added |
| Sound Income Strategies, LLC | 729 | $27.2K | 0.00% | +1+0.1% | Added |
| Financial Consulate, Inc | 775 | $26.0K | 0.00% | −12−1.5% | Reduced |
| BFSG, LLC | 750 | $25.2K | 0.00% | 00.0% | Unchanged |
| Wexford Capital LP | 714 | $23.9K | 0.01% | +73+11.4% | Added |
| Cornerstone Planning Group LLC | 641 | $23.8K | 0.00% | +515+408.7% | Added |
| GWM Advisors LLC | 675 | $22.6K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 660 | $22.1K | 0.02% | +660 | New |
| Harvest Fund Management Co., Ltd | 594 | $22.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 645 | $21.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 625 | $21.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 616 | $20.7K | 0.00% | −282−31.4% | Reduced |
| Manchester Capital Management LLC | 610 | $20.5K | 0.00% | −22,555−97.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 595 | $20.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 585 | $19.7K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 574 | $19.3K | 0.00% | +574 | New |
| Rexford Capital Inc | 525 | $17.6K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 510 | $17.1K | 0.00% | +510 | New |
| Covestor Ltd | 510 | $17.0K | 0.01% | −1,843−78.3% | Reduced |
| Centerpoint Advisors, LLC | 504 | $17.0K | 0.01% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 489 | $16.7K | 0.00% | +489 | New |
| Bank of Jackson Hole Trust | 463 | $15.5K | 0.01% | −128−21.7% | Reduced |
| Private Trust Co NA | 455 | $15.3K | 0.00% | −447−49.6% | Reduced |
| WPG Advisers, LLC | 453 | $15.2K | 0.01% | +307+210.3% | Added |
| Elyxium Wealth, LLC | 433 | $14.5K | 0.00% | +433 | New |
| Parkside Financial Bank & Trust | 420 | $14.1K | 0.00% | +33+8.5% | Added |
| Quent Capital, LLC | 362 | $12.1K | 0.00% | +276+320.9% | Added |
| Banque Cantonale Vaudoise | 348 | $12.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 351 | $11.8K | 0.00% | +351 | New |
| TCTC Holdings, LLC | 340 | $11.4K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 332 | $11.1K | 0.01% | −16−4.6% | Reduced |
| Glen Eagle Advisors, LLC | 332 | $11.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 336 | $11.0K | 0.00% | +26+8.4% | Added |
| T. Rowe Price Investment Management, Inc. | 312 | $11.0K | 0.00% | +312 | New |
| Smartleaf Asset Management LLC | 310 | $10.5K | 0.00% | −265−46.1% | Reduced |
| Prestige Wealth Management Group LLC | 310 | $10.4K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 272 | $9.11K | 0.00% | +272 | New |
| ORG Partners LLC | 262 | $8.79K | 0.00% | +262 | New |
| Atlantic Union Bankshares Corp | 256 | $8.60K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 251 | $8.41K | 0.00% | +251 | New |
| Mascoma Wealth Management LLC | 250 | $8.38K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 239 | $8.04K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 238 | $7.98K | 0.00% | +238 | New |
| Elequin Capital LP | 235 | $7.88K | 0.00% | +235 | New |
| Signature Equity Partners, LLC | 228 | $7.64K | 0.00% | +228 | New |
| Farmers & Merchants Investments Inc | 225 | $7.55K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 215 | $7.21K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 212 | $7.11K | 0.01% | +212 | New |
| Sunbelt Securities, Inc. | 193 | $6.47K | 0.00% | +5+2.7% | Added |
| Dunhill Financial, LLC | 48 | $6.24K | 0.00% | −68−58.6% | Reduced |
| Basecamp Wealth Advisors LLC | 180 | $6.04K | 0.00% | +180 | New |
| Clal Insurance Enterprises Holdings Ltd | 182 | $6.00K | 0.00% | −333−64.7% | Reduced |
| Itau Unibanco Holding S.A. | 176 | $5.90K | 0.00% | +8+4.8% | Added |
| ZRC Wealth Management, LLC | 127 | $4.26K | 0.00% | −39−23.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 127 | $4.26K | 0.00% | +127 | New |
| JFS Wealth Advisors, LLC | 126 | $4.23K | 0.00% | +53+72.6% | Added |
| Bayban | 122 | $4.09K | 0.00% | +122 | New |
| High Note Wealth, LLC | 121 | $4.06K | 0.00% | −6−4.7% | Reduced |
| SBI Securities Co., Ltd. | 120 | $4.03K | 0.00% | −81−40.3% | Reduced |
| Salomon & Ludwin, LLC | 108 | $3.77K | 0.00% | +108 | New |
| Crewe Advisors LLC | 108 | $3.62K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 98 | $3.29K | 0.00% | +98 | New |
| Capital Analysts, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 86 | $2.88K | 0.00% | +86 | New |
| Wealth Enhancement Trust Services, Inc. | 85 | $2.85K | 0.00% | +85 | New |
| South State Corp. | 84 | $2.82K | 0.00% | +53+171.0% | Added |
| St Germain D J Co Inc | 75 | $2.52K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 73 | $2.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $2.18K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 65 | $2.18K | 0.00% | +23+54.8% | Added |
| Hager Investment Management Services, LLC | 65 | $2.18K | 0.00% | +65 | New |
| Whittier Trust Co of Nevada Inc | 60 | $2.09K | 0.00% | −23−27.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 55 | $1.84K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 55 | $1.84K | 0.00% | +16+41.0% | Added |
| Marquette Asset Management, LLC | 55 | $1.84K | 0.00% | +55 | New |
| Lummis Asset Management, LP | 50 | $1.68K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 49 | $1.64K | 0.00% | −175−78.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 49 | $1.64K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 48 | $1.61K | 0.00% | +14+41.2% | Added |
| CoreCap Advisors, LLC | 45 | $1.51K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $1.34K | 0.00% | −14−25.9% | Reduced |
| Financial Management Professionals, Inc. | 40 | $1.34K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 40 | $1.34K | 0.00% | +21+110.5% | Added |
| Rialto Wealth Management, LLC | 36 | $1.21K | 0.00% | +4+12.5% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $1.07K | 0.00% | +16+100.0% | Added |
| Cromwell Holdings LLC | 31 | $1.04K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 58 | $1.00K | 0.00% | −14−19.4% | Reduced |
| Golden State Wealth Management, LLC | 29 | $973 | 0.00% | +29 | New |
| Investors Portfolio Services LLC | 18 | $614 | 0.00% | +18 | New |
| Quaker Wealth Management, LLC | 18 | $604 | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 18 | $603 | 0.00% | +6+50.0% | Added |
| Hughes Financial Services, LLC | 16 | $537 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $537 | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 15 | $503 | 0.00% | −37−71.2% | Reduced |
| HFM Investment Advisors, LLC | 14 | $470 | 0.00% | +2+16.7% | Added |
| DecisionPoint Financial, LLC | 13 | $437 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $402 | 0.00% | 00.0% | Unchanged |