| RVW Wealth, LLC | 515 | $0 | 0.00% | +515 | New |
| Kelly Financial Services LLC | 22,467 | $57 | 0.00% | +22,458+249,533.3% | Added |
| Crewe Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 5 | $1.00K | 0.00% | +5 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Modus Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Ten Capital Wealth Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $3.00K | 0.00% | +7 | New |
| Beck Bode, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Gradient Investments LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 10 | $4.00K | 0.00% | +10 | New |
| Paragon Wealth Strategies, LLC | 10 | $4.00K | 0.00% | +10 | New |
| West Branch Capital LLC | 10 | $4.00K | 0.00% | +10 | New |
| Wealth Quarterback LLC | 8 | $4.00K | 0.00% | +8 | New |
| AlphaMark Advisors, LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 12 | $5.00K | 0.00% | +9+300.0% | Added |
| Focused Wealth Management, Inc | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $6.00K | 0.00% | +2+16.7% | Added |
| Assetmark, Inc | 16 | $6.00K | 0.00% | +16 | New |
| Flagship Private Wealth, LLC | 18 | $7.00K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $8.28K | 0.00% | −26−55.3% | Reduced |
| Sound Income Strategies, LLC | 22 | $9.00K | 0.00% | −112−83.6% | Reduced |
| Financial Enhancement Group LLC | 24 | $9.00K | 0.00% | −12−33.3% | Reduced |
| Sierra Capital LLC | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 24 | $9.00K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $9.00K | 0.00% | +12+92.3% | Added |
| Better Money Decisions, LLC | 26 | $10.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 26 | $10.0K | 0.00% | +26 | New |
| Allworth Financial LP | 25 | $10.0K | 0.00% | +25 | New |
| Larson Financial Group LLC | 28 | $11.0K | 0.00% | −7−20.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 29 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 31 | $12.0K | 0.00% | +24+342.9% | Added |
| HM Payson & Co | 33 | $13.0K | 0.00% | −85−72.0% | Reduced |
| Parkside Financial Bank & Trust | 35 | $13.0K | 0.00% | −59−62.8% | Reduced |
| Arlington Partners LLC | 33 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $13.0K | 0.00% | +4+13.8% | Added |
| Winch Advisory Services, LLC | 32 | $13.0K | 0.00% | +15+88.2% | Added |
| Parisi Gray Wealth Management | 33 | $13.0K | 0.00% | +33 | New |
| Covington Capital Management | 35 | $14.0K | 0.00% | −4−10.3% | Reduced |
| Stonebridge Capital Advisors LLC | 35 | $14.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 37 | $15.0K | 0.02% | −404−91.6% | Reduced |
| Activest Wealth Management | 38 | $15.0K | 0.01% | +25+192.3% | Added |
| Dark Forest Capital Management LP | 37 | $15.0K | 0.01% | +37 | New |
| Financial Perspectives, Inc | 39 | $15.4K | 0.01% | −13,251−99.7% | Reduced |
| Bellevue Asset Management, LLC | 40 | $16.0K | 0.01% | −2−4.8% | Reduced |
| Park Circle Co | 40 | $16.0K | 0.01% | +40 | New |
| JTC Employer Solutions Trusteee Ltd | 40 | $16.0K | 0.00% | +40 | New |
| Advent Capital Management | 42 | $17.0K | 0.00% | +42 | New |
| Zions Bancorporation, N.A. | 49 | $19.0K | 0.00% | +3+6.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $19.7K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $20.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 50 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 50 | $20.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 52 | $20.0K | 0.00% | +15+40.5% | Added |
| TFC Financial Management | 54 | $21.0K | 0.01% | +9+20.0% | Added |
| Liberty Wealth Management LLC | 59 | $23.0K | 0.01% | +11+22.9% | Added |
| Hartford Financial Management Inc. | 60 | $24.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 60 | $24.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 64 | $25.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 64 | $25.0K | 0.00% | +50+357.1% | Added |
| Newbridge Financial Services Group, Inc. | 72 | $28.0K | 0.02% | +18+33.3% | Added |
| Itau Unibanco Holding S.A. | 70 | $28.0K | 0.00% | +70 | New |
| Earnest Partners LLC | 73 | $29.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 75 | $30.0K | 0.00% | −1−1.3% | Reduced |
| Glassman Wealth Services | 76 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 75 | $30.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 80 | $32.0K | 0.02% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $32.0K | 0.01% | – | New |
| Capital Analysts, LLC | 85 | $34.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 85 | $34.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 86 | $34.0K | 0.00% | +86 | New |
| Red Door Wealth Management, LLC | 88 | $34.0K | 0.01% | +88 | New |
| Bedel Financial Consulting, Inc. | 93 | $37.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $39.0K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 100 | $39.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $39.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $39.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 99 | $39.0K | 0.02% | +99 | New |
| Halpern Financial, Inc. | 100 | $39.4K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 101 | $40.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 106 | $41.8K | 0.00% | +24+29.3% | Added |
| NVWM, LLC | 107 | $42.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 106 | $42.0K | 0.00% | +5+5.0% | Added |