| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +2+100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1 | $69 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $138 | 0.00% | −1−33.3% | Reduced |
| CNB Bank | 3 | $207 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 4 | $276 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $354 | 0.00% | −4−44.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 6 | $415 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 8 | $552 | 0.00% | −3−27.3% | Reduced |
| HFM Investment Advisors, LLC | 9 | $622 | 0.00% | +9 | New |
| Hollencrest Capital Management | 10 | $691 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $691 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $691 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $691 | 0.00% | +10 | New |
| Colonial Trust Co | 10 | $702 | 0.00% | −38−79.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $759 | 0.00% | +11 | New |
| McIlrath & Eck, LLC | 11 | $760 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $760 | 0.00% | +11 | New |
| Darwin Advisors, LLC | 8 | $809 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $898 | 0.00% | −9,493−99.9% | Reduced |
| Operose Advisors LLC | 13 | $898 | 0.00% | −30−69.8% | Reduced |
| Parkworth Wealth Management, Inc. | 13 | $898 | 0.00% | +1+8.3% | Added |
| Activest Wealth Management | 13 | $898 | 0.00% | +11+550.0% | Added |
| Park Place Capital Corp | 13 | $898 | 0.00% | +13 | New |
| CGC Financial Services, LLC | 14 | $967 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 15 | $1.04K | 0.00% | +15 | New |
| Clark Wealth Partners | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 20 | $1.38K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 21 | $1.45K | 0.00% | +6+40.0% | Added |
| Wealth Preservation Advisors, LLC | 21 | $1.45K | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 22 | $1.50K | 0.00% | +22 | New |
| Newbridge Financial Services Group, Inc. | 23 | $1.59K | 0.00% | +23 | New |
| Dogwood Wealth Management LLC | 23 | $1.59K | 0.00% | +23 | New |
| TFC Financial Management | 23 | $1.59K | 0.00% | −28−54.9% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $1.66K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $1.73K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $1.86K | 0.00% | −14−34.1% | Reduced |
| NewSquare Capital LLC | 29 | $2.00K | 0.00% | +12+70.6% | Added |
| Concord Wealth Partners | 30 | $2.07K | 0.00% | +30 | New |
| Aspect Partners, LLC | 32 | $2.21K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 32 | $2.21K | 0.01% | +32 | New |
| Pacific Center for Financial Services | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 37 | $2.56K | 0.00% | −356−90.6% | Reduced |
| Robinson Value Management, Ltd. | 39 | $2.69K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 40 | $2.76K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 30 | $2.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $2.97K | 0.00% | −3−6.5% | Reduced |
| Capital Advisors, Ltd. LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 53 | $3.00K | 0.00% | +53 | New |
| Harbor Investment Advisory, LLC | 44 | $3.04K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $3.11K | 0.00% | +20+80.0% | Added |
| Greenline Partners, LLC | 46 | $3.18K | 0.00% | +46 | New |
| Global Wealth Strategies & Associates | 46 | $3.18K | 0.00% | +46 | New |
| Front Row Advisors LLC | 50 | $3.45K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 50 | $3.45K | 0.00% | +50 | New |
| Kessler Investment Group, LLC | 51 | $3.52K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $3.66K | 0.01% | −8−13.1% | Reduced |
| Accent Capital Management, LLC | 55 | $3.80K | 0.00% | −76−58.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 55 | $3.80K | 0.00% | +20+57.1% | Added |
| Cedar Mountain Advisors, LLC | 57 | $3.94K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 65 | $4.00K | 0.00% | +65 | New |
| Grove Bank & Trust | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 58 | $4.00K | 0.01% | +58 | New |
| Pandora Wealth, Inc. | 60 | $4.14K | 0.00% | +60 | New |
| UMA Financial Services, Inc. | 62 | $4.28K | 0.00% | +27+77.1% | Added |
| Hexagon Capital Partners LLC | 64 | $4.42K | 0.00% | −230−78.2% | Reduced |
| Bruce G. Allen Investments, LLC | 65 | $4.49K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 66 | $4.54K | 0.00% | +13+24.5% | Added |
| Cape Investment Advisory, Inc. | 67 | $4.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 67 | $4.63K | 0.00% | +14+26.4% | Added |
| High Note Wealth, LLC | 68 | $4.70K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 69 | $4.76K | 0.00% | +38+122.6% | Added |
| Byrne Asset Management LLC | 70 | $4.83K | 0.00% | −170−70.8% | Reduced |
| SJS Investment Consulting Inc. | 71 | $4.90K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 79 | $5.00K | 0.00% | −25−24.0% | Reduced |
| NBC Securities, Inc. | 85 | $5.00K | 0.00% | +85 | New |
| DiNuzzo Private Wealth, Inc. | 78 | $5.39K | 0.00% | +5+6.8% | Added |
| Carolinas Wealth Consulting LLC | 89 | $6.14K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 92 | $6.35K | 0.00% | +92 | New |
| Optiver Holding B.V. | 99 | $6.84K | 0.00% | −1,110−91.8% | Reduced |
| Wood Tarver Financial Group, LLC | 99 | $6.84K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $6.91K | 0.00% | −21−17.4% | Reduced |
| Golden State Wealth Management, LLC | 100 | $6.91K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $6.91K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $6.91K | 0.00% | +100 | New |
| Consultiva Wealth Management, Corp. | 100 | $6.91K | 0.02% | +100 | New |
| Private Wealth Management Group, LLC | 100 | $6.91K | 0.00% | +100 | New |
| CBIZ Investment Advisory Services, LLC | 107 | $7.39K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 107 | $7.39K | 0.00% | +107 | New |
| CoreCap Advisors, LLC | 108 | $7.46K | 0.00% | −4,930−97.9% | Reduced |
| Evermay Wealth Management LLC | 110 | $7.60K | 0.00% | −3−2.7% | Reduced |
| Salem Investment Counselors Inc | 115 | $7.94K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 117 | $7.98K | 0.00% | +117 | New |
| Tidemark, LLC | 125 | $8.63K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 138 | $9.53K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 139 | $9.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 139 | $9.60K | 0.00% | +139 | New |