| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 1 | $141 | 0.00% | −15−93.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $141 | 0.00% | −11−91.7% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $141 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $142 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $143 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 2 | $282 | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 2 | $282 | 0.00% | +1+100.0% | Added |
| Raffa Wealth Management, LLC | 3 | $423 | 0.00% | −1−25.0% | Reduced |
| Dunhill Financial, LLC | 3 | $423 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3 | $423 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $423 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $424 | 0.00% | +3 | New |
| Rothschild Investment LLC | 4 | $564 | 0.00% | −528−99.2% | Reduced |
| LRI Investments, LLC | 4 | $564 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $565 | 0.00% | −7−63.6% | Reduced |
| Private Wealth Management Group, LLC | 4 | $565 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $778 | 0.00% | −6−54.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $847 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $847 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $847 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $847 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $847 | 0.00% | +1+20.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7 | $988 | 0.00% | −1−12.5% | Reduced |
| Investors Research Corp | 7 | $988 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $988 | 0.00% | +5+250.0% | Added |
| MV Capital Management, Inc. | 8 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $1.13K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9 | $1.27K | 0.00% | +1+12.5% | Added |
| Manning & Napier Advisors LLC | 11 | $1.50K | 0.00% | +11 | New |
| ZRC Wealth Management, LLC | 11 | $1.55K | 0.00% | −34−75.6% | Reduced |
| Financial Management Professionals, Inc. | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $1.55K | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 12 | $1.69K | 0.00% | +5+71.4% | Added |
| Highline Wealth Partners LLC | 16 | $2.26K | 0.00% | +7+77.8% | Added |
| PFS Partners, LLC | 18 | $2.54K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $2.68K | 0.00% | −10−34.5% | Reduced |
| Owl Creek Wealth Partners LLC | 20 | $2.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $2.96K | 0.00% | −3−12.5% | Reduced |
| Atlantic Trust, LLC | 21 | $2.96K | 0.00% | +21 | New |
| Assetmark, Inc | 22 | $3.10K | 0.00% | −19−46.3% | Reduced |
| Private Trust Co NA | 23 | $3.25K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $3.39K | 0.00% | +24 | New |
| J.Safra Asset Management Corp | 26 | $3.67K | 0.00% | +9+52.9% | Added |
| Signature Equity Partners, LLC | 28 | $3.95K | 0.00% | −91−76.5% | Reduced |
| Activest Wealth Management | 29 | $4.09K | 0.00% | −125−81.2% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $4.09K | 0.00% | +3+11.5% | Added |
| Farmers & Merchants Investments Inc | 31 | $4.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $4.51K | 0.00% | −167−83.9% | Reduced |
| Rossby Financial, LCC | 32 | $4.51K | 0.00% | +2+6.7% | Added |
| Parallel Advisors, LLC | 33 | $4.66K | 0.00% | −45−57.7% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 37 | $5.22K | 0.00% | +37 | New |
| West Paces Advisors Inc. | 37 | $5.22K | 0.00% | +37 | New |
| Signaturefd, LLC | 41 | $5.79K | 0.00% | −4−8.9% | Reduced |
| Frazier Financial Advisors, LLC | 43 | $6.07K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 52 | $7.34K | 0.00% | +10+23.8% | Added |
| Smithfield Trust Co | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 65 | $9.17K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 73 | $9.73K | 0.00% | +73 | New |
| Lodestone Wealth Management LLC | 74 | $10.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 85 | $12.0K | 0.00% | −12−12.4% | Reduced |
| Central Trust Co | 91 | $12.8K | 0.00% | −4−4.2% | Reduced |
| IFP Advisors, Inc | 98 | $13.8K | 0.00% | −227−69.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $14.3K | 0.00% | −146−59.1% | Reduced |
| Massmutual Trust Co FSB | 101 | $14.3K | 0.00% | −2−1.9% | Reduced |
| Trust Co of Toledo NA | 108 | $15.2K | 0.00% | +108 | New |
| International Assets Investment Management, LLC | 110 | $15.7K | 0.00% | +6+5.8% | Added |
| SJS Investment Consulting Inc. | 118 | $16.6K | 0.00% | −64−35.2% | Reduced |
| Quarry LP | 123 | $17.4K | 0.00% | +123 | New |
| Covestor Ltd | 135 | $19.0K | 0.01% | +71+110.9% | Added |
| Nomura Asset Management Co Ltd | 140 | $19.8K | 0.00% | −160−53.3% | Reduced |
| Core Alternative Capital | 146 | $20.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 150 | $21.2K | 0.00% | −1,433−90.5% | Reduced |
| Quent Capital, LLC | 153 | $21.6K | 0.00% | −115−42.9% | Reduced |
| Bryn Mawr Trust Co | 156 | $22.0K | 0.00% | −5−3.1% | Reduced |
| Los Angeles Capital Management LLC | 168 | $23.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 168 | $23.7K | 0.00% | −1,261−88.2% | Reduced |
| Global Retirement Partners, LLC | 184 | $26.0K | 0.00% | +184 | New |
| Huntington National Bank | 185 | $26.0K | 0.00% | −8−4.1% | Reduced |
| Ares Financial Consulting, LLC | 198 | $27.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 207 | $29.2K | 0.00% | −26−11.2% | Reduced |
| National Bank of Canada | 236 | $32.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 251 | $35.4K | 0.00% | +1+0.4% | Added |
| Essential Partners LLC | 286 | $40.4K | 0.02% | −1,165−80.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 293 | $41.3K | 0.00% | +42+16.7% | Added |
| First Horizon Corp | 293 | $41.3K | 0.00% | +33+12.7% | Added |
| Larson Financial Group LLC | 294 | $41.5K | 0.00% | +177+151.3% | Added |
| North Star Investment Management Corp. | 300 | $42.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 314 | $44.2K | 0.00% | −417−57.0% | Reduced |
| Umb Bank N A | 358 | $50.5K | 0.00% | −198−35.6% | Reduced |
| EverSource Wealth Advisors, LLC | 371 | $52.3K | 0.00% | −1,131−75.3% | Reduced |
| Bangor Savings Bank | 380 | $53.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 402 | $56.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 425 | $60.0K | 0.06% | +252+145.7% | Added |
| Exchange Traded Concepts, LLC | 459 | $64.8K | 0.00% | −15−3.2% | Reduced |
| Smartleaf Asset Management LLC | 487 | $66.6K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 480 | $67.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 490 | $69.1K | 0.00% | −130−21.0% | Reduced |
