| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 1 | $81 | 0.00% | +1 | New |
| Westside Investment Management, Inc. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $82 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $82 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $163 | 0.00% | −108−98.2% | Reduced |
| 3 Factor Indexing, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $163 | 0.00% | +1+100.0% | Added |
| Activest Wealth Management | 2 | $163 | 0.00% | +2 | New |
| Quarry LP | 2 | $163 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 3 | $245 | 0.00% | −2,150−99.9% | Reduced |
| GWM Advisors LLC | 3 | $245 | 0.00% | −4−57.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 4 | $326 | 0.00% | +4 | New |
| USA Financial Formulas | 4 | $326 | 0.00% | +4 | New |
| Founders Capital Management | 5 | $408 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $408 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5 | $408 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $408 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $410 | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 6 | $489 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $489 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $489 | 0.00% | +6 | New |
| LRI Investments, LLC | 6 | $489 | 0.00% | +6 | New |
| SHP Wealth Management | 7 | $571 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 7 | $571 | 0.00% | +1+16.7% | Added |
| SJS Investment Consulting Inc. | 8 | $652 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 9 | $734 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 9 | $734 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $734 | 0.00% | +6+200.0% | Added |
| Transamerica Financial Advisors, Inc. | 9 | $738 | 0.00% | −10−52.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $815 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $815 | 0.00% | +4+66.7% | Added |
| TFC Financial Management | 11 | $897 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $978 | 0.00% | −2−14.3% | Reduced |
| Bryn Mawr Trust Co | 12 | $978 | 0.00% | +12 | New |
| Newbridge Financial Services Group, Inc. | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.14K | 0.00% | +4+40.0% | Added |
| Bogart Wealth, LLC | 16 | $1.30K | 0.00% | +5+45.5% | Added |
| Cornerstone Planning Group LLC | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 17 | $1.39K | 0.00% | +17 | New |
| Wealth Enhancement Trust Services, Inc. | 17 | $1.39K | 0.00% | +17 | New |
| True Wealth Design, LLC | 18 | $1.47K | 0.00% | −6−25.0% | Reduced |
| South State Corp. | 22 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.88K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $1.96K | 0.00% | +5+26.3% | Added |
| Avion Wealth | 29 | $2.00K | 0.00% | +6+26.1% | Added |
| Kilter Group LLC | 25 | $2.04K | 0.00% | −30−54.5% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $2.28K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 31 | $2.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $3.02K | 0.00% | +1+2.8% | Added |
| Godfrey Financial Associates, Inc. | 40 | $3.26K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $3.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $3.59K | 0.00% | +4+10.0% | Added |
| Owl Creek Wealth Partners LLC | 45 | $3.67K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 47 | $3.83K | 0.00% | −9−16.1% | Reduced |
| Brown Brothers Harriman & Co | 49 | $3.99K | 0.00% | −94−65.7% | Reduced |
| Bare Financial Services, Inc | 51 | $4.16K | 0.00% | +5+10.9% | Added |
| Action Point Financial Planning, LLC | 57 | $4.32K | 0.00% | +57 | New |
| Rossby Financial, LCC | 55 | $4.48K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 56 | $4.57K | 0.00% | +56 | New |
| Rothschild Investment LLC | 57 | $4.65K | 0.00% | +33+137.5% | Added |
| Valued Wealth Advisors LLC | 59 | $4.81K | 0.00% | +57+2,850.0% | Added |
| CVA Family Office, LLC | 61 | $4.97K | 0.00% | −4−6.2% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $5.30K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 76 | $6.19K | 0.00% | +56+280.0% | Added |
| TD Waterhouse Canada Inc. | 79 | $6.33K | 0.00% | −1−1.3% | Reduced |
| Signature Equity Partners, LLC | 84 | $6.88K | 0.00% | −105−55.6% | Reduced |
| GW&K Investment Management, LLC | 83 | $7.00K | 0.00% | +83 | New |
| Private Wealth Management Group, LLC | 87 | $7.09K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 92 | $7.50K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 95 | $7.74K | 0.00% | +95 | New |
| Pinnacle Wealth Planning Services, Inc. | 98 | $7.99K | 0.00% | +4+4.3% | Added |
| Persistent Asset Partners Ltd | 108 | $8.80K | 0.00% | +108 | New |
| High Note Wealth, LLC | 110 | $8.96K | 0.00% | +50+83.3% | Added |
| Covestor Ltd | 106 | $9.00K | 0.01% | +11+11.6% | Added |
| Private Trust Co NA | 111 | $9.05K | 0.00% | −1−0.9% | Reduced |
| Bayforest Capital Ltd | 118 | $9.62K | 0.01% | +118 | New |
| Basecamp Wealth Advisors LLC | 119 | $9.70K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 120 | $9.78K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 118 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 136 | $11.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 162 | $13.2K | 0.00% | +2+1.3% | Added |
| Banque Cantonale Vaudoise | 172 | $14.0K | 0.00% | −32−15.7% | Reduced |
| Salomon & Ludwin, LLC | 178 | $14.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 188 | $15.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 197 | $16.1K | 0.00% | −71−26.5% | Reduced |
| Wall Street Access Asset Management, LLC | 230 | $18.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 247 | $20.1K | 0.01% | −101−29.0% | Reduced |
| Nomura Asset Management Co Ltd | 250 | $20.4K | 0.00% | −400−61.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 250 | $20.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 254 | $20.7K | 0.00% | +5+2.0% | Added |
| Cullen/Frost Bankers, Inc. | 291 | $23.7K | 0.00% | +100+52.4% | Added |
| Bessemer Group Inc | 304 | $25.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 311 | $25.4K | 0.00% | +311 | New |