| Salomon & Ludwin, LLC | 1 | $565 | 0.00% | −25−96.2% | Reduced |
| Investors Portfolio Services LLC | 1 | $576 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $593 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $593 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $593 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $593 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $593 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $593 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $593 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $593 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $593 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 1 | $593 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $593 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2 | $1.19K | 0.00% | −44−95.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $1.19K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2 | $1.19K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2 | $1.19K | 0.00% | +1+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 2 | $1.19K | 0.00% | +2 | New |
| Creative Financial Designs Inc | 2 | $1.19K | 0.00% | +2 | New |
| Operose Advisors LLC | 2 | $1.19K | 0.00% | +2 | New |
| Richardson Financial Services Inc. | 2 | $1.19K | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $1.19K | 0.00% | +2 | New |
| Ares Financial Consulting, LLC | 3 | $1.71K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 3 | $1.78K | 0.00% | −50−94.3% | Reduced |
| Picton Mahoney Asset Management | 3 | $1.78K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $1.78K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $1.78K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $1.78K | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $1.78K | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $2.37K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $2.37K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4 | $2.37K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $2.37K | 0.00% | +1+33.3% | Added |
| WFA of San Diego, LLC | 4 | $2.37K | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 4 | $2.37K | 0.00% | +4 | New |
| Aster Capital Management (DIFC) Ltd | 9 | $2.77K | 0.00% | −741−98.8% | Reduced |
| Winch Advisory Services, LLC | 5 | $2.96K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 5 | $2.96K | 0.00% | +5 | New |
| Valley National Advisers Inc | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 6 | $3.56K | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 7 | $4.01K | 0.00% | +4+133.3% | Added |
| IMA Wealth, Inc. | 7 | $4.15K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $4.15K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $4.15K | 0.00% | +1+16.7% | Added |
| Rialto Wealth Management, LLC | 7 | $4.15K | 0.00% | +3+75.0% | Added |
| Colonial Trust Co | 8 | $4.51K | 0.00% | −11−57.9% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $4.74K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 8 | $4.74K | 0.00% | +8 | New |
| Avion Wealth | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9 | $5.34K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 9 | $5.34K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $5.93K | 0.00% | +4+66.7% | Added |
| Ancora Advisors, LLC | 10 | $5.93K | 0.00% | −38−79.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 10 | $5.93K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10 | $5.93K | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 11 | $6.52K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $7.12K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $7.71K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 13 | $7.71K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $8.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $8.30K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 15 | $8.89K | 0.07% | −31−67.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 15 | $8.89K | 0.01% | +15 | New |
| Darwin Advisors, LLC | 16 | $9.49K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 17 | $10.1K | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 17 | $10.1K | 0.00% | +17 | New |
| Bruce G. Allen Investments, LLC | 18 | $10.7K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 18 | $10.7K | 0.00% | +18 | New |
| Aventura Private Wealth, LLC | 19 | $11.3K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $12.5K | 0.00% | +6+40.0% | Added |
| Strengthening Families & Communities, LLC | 22 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $13.0K | 0.00% | +22 | New |
| Sunbelt Securities, Inc. | 23 | $13.6K | 0.00% | −4−14.8% | Reduced |
| Sankala Group LLC | 26 | $13.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 30 | $17.0K | 0.00% | +30 | New |
| Hughes Financial Services, LLC | 29 | $17.2K | 0.00% | +6+26.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 30 | $17.8K | 0.01% | +30 | New |
| Central Trust Co | 32 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 32 | $19.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 33 | $19.6K | 0.01% | +33 | New |
| 1015 Capital Partners, LLC | 36 | $21.3K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 38 | $22.5K | 0.01% | +38 | New |
| Whittier Trust Co | 41 | $22.9K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 39 | $23.0K | 0.00% | +39 | New |
| Farmers & Merchants Investments Inc | 39 | $23.1K | 0.00% | −1−2.5% | Reduced |
| Brown Brothers Harriman & Co | 40 | $23.7K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 40 | $23.7K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $24.3K | 0.00% | −2−4.7% | Reduced |
| Fortitude Family Office, LLC | 43 | $25.5K | 0.01% | +26+152.9% | Added |
| Basecamp Wealth Advisors LLC | 44 | $26.1K | 0.01% | +16+57.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 46 | $27.3K | 0.00% | +6+15.0% | Added |
| Lloyd Advisory Services, LLC. | 46 | $27.3K | 0.01% | +43+1,433.3% | Added |
| Kingdom Financial Group LLC. | 46 | $27.3K | 0.01% | +46 | New |
| Zions Bancorporation, National Association | 48 | $28.5K | 0.00% | +13+37.1% | Added |
| Entrust Financial LLC | 48 | $28.5K | 0.02% | −15−23.8% | Reduced |