| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $29 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $58 | 0.00% | −33−94.3% | Reduced |
| MV Capital Management, Inc. | 2 | $58 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $58 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $87 | 0.00% | +1+50.0% | Added |
| Quaker Wealth Management, LLC | 4 | $116 | 0.00% | +3+300.0% | Added |
| Planning Strategies Inc. | 6 | $173 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $176 | 0.00% | −7−53.8% | Reduced |
| WPG Advisers, LLC | 10 | $289 | 0.00% | −67−87.0% | Reduced |
| Hughes Financial Services, LLC | 16 | $462 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 17 | $491 | 0.00% | −4,165−99.6% | Reduced |
| HFM Investment Advisors, LLC | 18 | $521 | 0.00% | +8+80.0% | Added |
| Marquette Asset Management, LLC | 18 | $521 | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 21 | $607 | 0.00% | +1+5.0% | Added |
| Creative Capital Management Investments LLC | 22 | $636 | 0.00% | +22 | New |
| Bay Harbor Wealth Management, LLC | 23 | $664 | 0.00% | −10−30.3% | Reduced |
| NBT Bank N A | 25 | $722 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $752 | 0.00% | +26 | New |
| Keating Financial Advisory Services, Inc. | 27 | $780 | 0.00% | −40−59.7% | Reduced |
| Golden State Wealth Management, LLC | 29 | $838 | 0.00% | −1,500−98.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 31 | $896 | 0.00% | −1−3.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 31 | $900 | 0.00% | −26−45.6% | Reduced |
| Avion Wealth | 41 | $1.00K | 0.00% | −17−29.3% | Reduced |
| Financial Management Professionals, Inc. | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $1.18K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 43 | $1.24K | 0.00% | −2−4.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 43 | $1.24K | 0.00% | +43 | New |
| Fortitude Family Office, LLC | 46 | $1.33K | 0.00% | −74−61.7% | Reduced |
| Bare Financial Services, Inc | 46 | $1.33K | 0.00% | +34+283.3% | Added |
| Cornerstone Planning Group LLC | 45 | $1.40K | 0.00% | −11−19.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 49 | $1.42K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 53 | $1.53K | 0.00% | −1,253−95.9% | Reduced |
| Anchor Investment Management, LLC | 55 | $1.59K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 60 | $1.73K | 0.00% | −61−50.4% | Reduced |
| JFS Wealth Advisors, LLC | 63 | $1.82K | 0.00% | −52−45.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 72 | $2.08K | 0.00% | −875−92.4% | Reduced |
| Armstrong Advisory Group, Inc | 73 | $2.11K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 77 | $2.23K | 0.00% | +36+87.8% | Added |
| Cromwell Holdings LLC | 79 | $2.28K | 0.00% | +36+83.7% | Added |
| Prestige Wealth Management Group LLC | 80 | $2.31K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 83 | $2.40K | 0.00% | +83 | New |
| Caitlin John, LLC | 101 | $2.93K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 105 | $3.03K | 0.00% | +105 | New |
| Whittier Trust Co of Nevada Inc | 102 | $3.15K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 110 | $3.18K | 0.00% | −17−13.4% | Reduced |
| LRI Investments, LLC | 110 | $3.18K | 0.00% | +110 | New |
| GWM Advisors LLC | 120 | $3.47K | 0.00% | 00.0% | Unchanged |
| Bayban | 122 | $3.52K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 149 | $4.31K | 0.00% | −67−31.0% | Reduced |
| Synergy Investment Management, LLC | 151 | $4.55K | 0.00% | +40+36.0% | Added |
| Plato Investment Management Ltd | 190 | $5.46K | 0.00% | +190 | New |
| Mather Group, LLC. | 208 | $6.01K | 0.00% | +100+92.6% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 212 | $6.13K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 214 | $6.18K | 0.00% | +214 | New |
| N.E.W. Advisory Services LLC | 215 | $6.21K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 220 | $6.36K | 0.00% | +220 | New |
| Farmers & Merchants Investments Inc | 225 | $6.50K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 240 | $6.74K | 0.00% | +38+18.8% | Added |
| Westside Investment Management, Inc. | 239 | $6.90K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 238 | $7.00K | 0.00% | −18−7.0% | Reduced |
| Activest Wealth Management | 244 | $7.05K | 0.00% | +104+74.3% | Added |
| First Horizon Corp | 245 | $7.08K | 0.00% | −205−45.6% | Reduced |
| Mascoma Wealth Management LLC | 250 | $7.22K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 260 | $7.51K | 0.00% | −62−19.3% | Reduced |
| Itau Unibanco Holding S.A. | 269 | $7.77K | 0.00% | +93+52.8% | Added |
| Elequin Capital LP | 270 | $7.80K | 0.00% | +16+6.3% | Added |
| Assetmark, Inc | 272 | $7.86K | 0.00% | −4,425−94.2% | Reduced |
| ZRC Wealth Management, LLC | 279 | $8.06K | 0.00% | +253+973.1% | Added |
| Silver Grove Financial Group, Inc. | 288 | $8.32K | 0.00% | +288 | New |
| Kemnay Advisory Services Inc. | 290 | $8.38K | 0.00% | −215−42.6% | Reduced |
| Danske Bank A/S | 300 | $8.67K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 312 | $9.00K | 0.00% | −682−68.6% | Reduced |
| Highline Wealth Partners LLC | 328 | $9.48K | 0.00% | +275+518.9% | Added |
| Glen Eagle Advisors, LLC | 332 | $9.58K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 352 | $10.2K | 0.00% | +155+78.7% | Added |
| Action Point Financial Planning, LLC | 360 | $10.3K | 0.00% | +360 | New |
| Massmutual Trust Co FSB | 378 | $10.9K | 0.00% | −1,547−80.4% | Reduced |
| Rothschild Investment LLC | 386 | $11.2K | 0.00% | −53−12.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 402 | $12.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 439 | $13.0K | 0.01% | +101+29.9% | Added |
| TD Waterhouse Canada Inc. | 450 | $13.1K | 0.00% | +200+80.0% | Added |
| Smartleaf Asset Management LLC | 455 | $13.1K | 0.00% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 489 | $14.1K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 525 | $15.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 551 | $15.9K | 0.00% | −245−30.8% | Reduced |
| Quent Capital, LLC | 564 | $16.3K | 0.00% | +496+729.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 585 | $16.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 620 | $17.9K | 0.00% | −30−4.6% | Reduced |
| Wilkerson Advisory Group LLC | 653 | $18.9K | 0.01% | −91−12.2% | Reduced |
| Essential Investment Partners LLC | 660 | $19.1K | 0.02% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 670 | $19.4K | 0.00% | −365,214−99.8% | Reduced |
| True Wealth Design, LLC | 712 | $20.6K | 0.00% | −163−18.6% | Reduced |
| BFSG, LLC | 750 | $21.7K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 775 | $22.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 861 | $24.9K | 0.00% | −323−27.3% | Reduced |
| Buck Wealth Strategies, LLC | 892 | $25.8K | 0.00% | +892 | New |
