| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Maryland Capital Advisors Inc. | 1 | $60 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $120 | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $179 | 0.00% | +2+200.0% | Added |
| Bartlett & Co. Wealth Management LLC | 3 | $179 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $186 | 0.00% | +3 | New |
| Arlington Trust Co LLC | 4 | $238 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $238 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $239 | 0.00% | −2−33.3% | Reduced |
| Investors Portfolio Services LLC | 6 | $357 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $417 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 8 | $477 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $596 | 0.00% | +5+100.0% | Added |
| Bogart Wealth, LLC | 10 | $596 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $596 | 0.00% | +10 | New |
| Cromwell Holdings LLC | 12 | $715 | 0.00% | +12 | New |
| Plante Moran Financial Advisors, LLC | 13 | $774 | 0.00% | +13 | New |
| Gilpin Wealth Management, LLC | 14 | $834 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $953 | 0.00% | +4+33.3% | Added |
| Measured Wealth Private Client Group, LLC | 17 | $1.01K | 0.00% | −402−95.9% | Reduced |
| Godfrey Financial Associates, Inc. | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 25 | $1.49K | 0.00% | +25 | New |
| JPL Wealth Management, LLC | 25 | $1.49K | 0.00% | +19+316.7% | Added |
| Quest 10 Wealth Builders, Inc. | 28 | $1.67K | 0.00% | −2−6.7% | Reduced |
| Ares Financial Consulting, LLC | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $1.79K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 33 | $1.97K | 0.00% | +4+13.8% | Added |
| Torren Management, LLC | 36 | $2.17K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 37 | $2.20K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 37 | $2.21K | 0.00% | +10+37.0% | Added |
| Decker Retirement Planning Inc. | 39 | $2.32K | 0.00% | +39 | New |
| WPG Advisers, LLC | 41 | $2.44K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 43 | $2.56K | 0.00% | +42+4,200.0% | Added |
| Manning & Napier Advisors LLC | 51 | $2.97K | 0.00% | +51 | New |
| Bryn Mawr Trust Co | 51 | $3.04K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 51 | $3.04K | 0.00% | −25−32.9% | Reduced |
| SHP Wealth Management | 54 | $3.22K | 0.00% | +12+28.6% | Added |
| Sachetta, LLC | 57 | $3.40K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 65 | $3.85K | 0.00% | −18−21.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 67 | $3.99K | 0.00% | +34+103.0% | Added |
| Optiver Holding B.V. | 67 | $3.99K | 0.00% | +67 | New |
| Fortitude Family Office, LLC | 74 | $4.41K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 74 | $4.41K | 0.00% | +74 | New |
| Retirement Wealth Solutions LLC | 76 | $4.53K | 0.00% | +6+8.6% | Added |
| IMA Wealth, Inc. | 82 | $4.88K | 0.00% | +26+46.4% | Added |
| Basepoint Wealth LLC | 89 | $5.30K | 0.00% | −48−35.0% | Reduced |
| Persistent Asset Partners Ltd | 89 | $5.30K | 0.00% | +89 | New |
| Morse Asset Management, Inc | 108 | $6.41K | 0.00% | +1+0.9% | Added |
| Institute for Wealth Management, LLC. | 112 | $6.67K | 0.00% | +112 | New |
| Keating Financial Advisory Services, Inc. | 125 | $7.45K | 0.00% | +6+5.0% | Added |
| JFS Wealth Advisors, LLC | 133 | $7.92K | 0.00% | +12+9.9% | Added |
| Highline Wealth Partners LLC | 137 | $8.16K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 140 | $8.34K | 0.00% | +140 | New |
| Continuum Advisory, LLC | 156 | $9.29K | 0.00% | +156 | New |
| CVA Family Office, LLC | 163 | $9.71K | 0.00% | +21+14.8% | Added |
| Action Point Financial Planning, LLC | 172 | $10.1K | 0.00% | +172 | New |
| Wealth Enhancement Trust Services, Inc. | 182 | $10.8K | 0.00% | +182 | New |
| Gleason Group, Inc. | 186 | $11.1K | 0.00% | +186 | New |
| TFC Financial Management | 194 | $11.6K | 0.00% | +48+32.9% | Added |
| Parkside Financial Bank & Trust | 214 | $12.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 226 | $13.5K | 0.00% | +2+0.9% | Added |
| ZRC Wealth Management, LLC | 233 | $13.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 250 | $14.9K | 0.00% | −354−58.6% | Reduced |
| Nemes Rush Group LLC | 260 | $15.5K | 0.00% | +1+0.4% | Added |
| Strive Financial Group ,LLC | 275 | $16.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 289 | $17.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 295 | $17.6K | 0.00% | +216+273.4% | Added |
| Tower Research Capital LLC (TRC) | 320 | $19.1K | 0.00% | −819−71.9% | Reduced |
| 1015 Capital Partners, LLC | 322 | $19.2K | 0.02% | −39−10.8% | Reduced |
| Clearstead Advisors, LLC | 322 | $19.2K | 0.00% | +312+3,120.0% | Added |
| Huntington National Bank | 328 | $19.5K | 0.00% | −345−51.3% | Reduced |
| Central Trust Co | 405 | $24.1K | 0.00% | +405 | New |
| Rossby Financial, LCC | 429 | $25.6K | 0.00% | −19−4.2% | Reduced |
| Versant Capital Management, Inc | 439 | $26.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 440 | $26.2K | 0.00% | −580−56.9% | Reduced |
| Glen Eagle Advisors, LLC | 443 | $26.4K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 466 | $27.8K | 0.01% | +116+33.1% | Added |
| True Wealth Design, LLC | 468 | $27.9K | 0.01% | +269+135.2% | Added |
| Umb Bank N A | 504 | $30.0K | 0.00% | +41+8.9% | Added |
| Smartleaf Asset Management LLC | 581 | $33.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 586 | $34.9K | 0.00% | −810−58.0% | Reduced |
| Massmutual Trust Co FSB | 606 | $36.1K | 0.00% | −157−20.6% | Reduced |
| TD Waterhouse Canada Inc. | 618 | $38.2K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 648 | $38.6K | 0.02% | −248−27.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 672 | $40.0K | 0.00% | +125+22.9% | Added |
| Signaturefd, LLC | 727 | $43.3K | 0.00% | +9+1.3% | Added |
| Quent Capital, LLC | 804 | $47.9K | 0.00% | +760+1,727.3% | Added |
| Quarry LP | 868 | $51.7K | 0.01% | +868 | New |
| Uniplan Investment Counsel, Inc. | 874 | $52.1K | 0.00% | +328+60.1% | Added |
| Salomon & Ludwin, LLC | 859 | $53.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 995 | $59.3K | 0.00% | −3,390−77.3% | Reduced |
| Group One Trading, L.P. | 1,022 | $60.9K | 0.00% | +767+300.8% | Added |
| Hantz Financial Services, Inc. | 1,062 | $63.0K | 0.00% | +65+6.5% | Added |
| Signature Equity Partners, LLC | 1,094 | $65.2K | 0.03% | −91−7.7% | Reduced |
| International Assets Investment Management, LLC | 1,091 | $67.3K | 0.00% | −1−0.1% | Reduced |