| Retirement Wealth Solutions LLC | 0 | $5 | 0.00% | −7−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $46 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $47 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $94 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $141 | 0.00% | −2−40.0% | Reduced |
| Quaker Wealth Management, LLC | 3 | $141 | 0.00% | −1−25.0% | Reduced |
| Dunhill Financial, LLC | 3 | $160 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $188 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 4 | $188 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $188 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 6 | $282 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $423 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9 | $423 | 0.00% | +9 | New |
| Bare Financial Services, Inc | 9 | $423 | 0.00% | +9 | New |
| Bullseye Investment Management, LLC | 12 | $564 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $750 | 0.00% | +15 | New |
| Twin Peaks Wealth Advisors, LLC | 16 | $752 | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 18 | $846 | 0.00% | −10−35.7% | Reduced |
| Raffa Wealth Management, LLC | 18 | $846 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $940 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $940 | 0.00% | +20 | New |
| Cromwell Holdings LLC | 21 | $987 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 21 | $987 | 0.00% | +20+2,000.0% | Added |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bayban | 22 | $1.03K | 0.00% | +22 | New |
| Private Trust Co NA | 24 | $1.13K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.18K | 0.00% | −1,915−98.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $1.55K | 0.00% | +10+43.5% | Added |
| Stone House Investment Management, LLC | 37 | $1.74K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 39 | $1.83K | 0.00% | +39 | New |
| Toth Financial Advisory Corp | 40 | $1.88K | 0.00% | +40 | New |
| Basepoint Wealth LLC | 57 | $2.68K | 0.00% | +57 | New |
| AdvisorNet Financial, Inc | 62 | $2.91K | 0.00% | +62 | New |
| Evermay Wealth Management LLC | 62 | $2.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $2.96K | 0.00% | +53+530.0% | Added |
| Key Capital Management, INC | 65 | $3.04K | 0.00% | +1+1.6% | Added |
| IFP Advisors, Inc | 70 | $3.29K | 0.00% | +33+89.2% | Added |
| Morse Asset Management, Inc | 75 | $3.52K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 75 | $3.52K | 0.00% | −182−70.8% | Reduced |
| Quent Capital, LLC | 77 | $3.62K | 0.00% | +25+48.1% | Added |
| Ares Financial Consulting, LLC | 80 | $3.63K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 78 | $3.66K | 0.00% | +31+66.0% | Added |
| Longfellow Investment Management Co LLC | 80 | $3.76K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 80 | $3.76K | 0.00% | +80 | New |
| Sapience Investments, LLC | 84 | $3.95K | 0.51% | −10,084−99.2% | Reduced |
| Truvestments Capital LLC | 86 | $4.03K | 0.00% | +1+1.2% | Added |
| Colonial Trust Co | 91 | $4.28K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 95 | $4.46K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $4.54K | 0.00% | +100 | New |
| Key Financial Inc | 100 | $4.70K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $4.70K | 0.00% | +100 | New |
| Hallmark Capital Management Inc | 100 | $4.70K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 114 | $5.36K | 0.00% | +53+86.9% | Added |
| Atlantic Trust, LLC | 115 | $5.40K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 124 | $5.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 140 | $6.58K | 0.00% | +10+7.7% | Added |
| Mather Group, LLC. | 140 | $6.58K | 0.00% | +140 | New |
| Root Financial Partners, LLC | 211 | $9.91K | 0.00% | +39+22.7% | Added |
| Philadelphia Investment Partners, LLC | 224 | $10.6K | 0.01% | +224 | New |
| Creative Financial Designs Inc | 248 | $11.7K | 0.00% | +235+1,807.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 253 | $11.9K | 0.00% | −52−17.0% | Reduced |
| Private Wealth Asset Management, LLC | 253 | $11.9K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 268 | $12.6K | 0.00% | +267+26,700.0% | Added |
| MAI Capital Management | 286 | $13.4K | 0.00% | −6−2.1% | Reduced |
| Rakuten Securities, Inc. | 301 | $14.1K | 0.01% | +300+30,000.0% | Added |
| EverSource Wealth Advisors, LLC | 310 | $14.6K | 0.00% | +284+1,092.3% | Added |
| Financial Management Professionals, Inc. | 324 | $15.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 350 | $16.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 355 | $16.7K | 0.00% | −51−12.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 356 | $16.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 392 | $18.0K | 0.00% | −498−56.0% | Reduced |
| Optiver Holding B.V. | 396 | $18.6K | 0.00% | +382+2,728.6% | Added |
| International Assets Investment Management, LLC | 430 | $19.5K | 0.00% | +2+0.5% | Added |
| Bryn Mawr Trust Co | 420 | $19.7K | 0.00% | +420 | New |
| CX Institutional | 494 | $23.0K | 0.00% | −7,767−94.0% | Reduced |
| Valley National Advisers Inc | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 499 | $23.3K | 0.00% | −101−16.8% | Reduced |
| City Holding Co | 500 | $23.5K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 500 | $23.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 506 | $23.8K | 0.00% | −58−10.3% | Reduced |
| Ameriflex Group, Inc. | 514 | $24.2K | 0.01% | +6+1.2% | Added |
| HighMark Wealth Management LLC | 535 | $25.1K | 0.01% | +7+1.3% | Added |
| Quadrant Capital Group LLC | 556 | $26.1K | 0.00% | −17−3.0% | Reduced |
| Wolff Wiese Magana LLC | 563 | $26.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 629 | $29.6K | 0.00% | −388−38.2% | Reduced |
| Los Angeles Capital Management LLC | 713 | $33.5K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 714 | $33.6K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 808 | $38.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 900 | $42.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 921 | $43.3K | 0.00% | −153−14.2% | Reduced |
| HM Payson & Co | 1,000 | $47.0K | 0.00% | −200−16.7% | Reduced |
| CoreCap Advisors, LLC | 1,116 | $52.4K | 0.00% | +30+2.8% | Added |
| Oakworth Capital, Inc. | 1,345 | $63.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,354 | $63.6K | 0.00% | +322+31.2% | Added |
| Quarry LP | 1,691 | $79.5K | 0.02% | −1,109−39.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,742 | $81.9K | 0.00% | −52−2.9% | Reduced |
| Colonial Trust Advisors | 1,795 | $84.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,890 | $88.8K | 0.00% | +233+14.1% | Added |