| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $30 | 0.00% | 0 | Unchanged |
| DecisionPoint Financial, LLC | 1 | $382 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $391 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 1 | $391 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $392 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $392 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $392 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $392 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $783 | 0.00% | −1−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $783 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $783 | 0.00% | +2 | New |
| Quantbot Technologies LP | 3 | $1.17K | 0.00% | −12,410−100.0% | Reduced |
| Rossby Financial, LCC | 3 | $1.17K | 0.00% | −1−25.0% | Reduced |
| Quarry LP | 3 | $1.17K | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $1.18K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 3 | $1.19K | 0.00% | +3 | New |
| Retirement Wealth Solutions LLC | 4 | $1.57K | 0.00% | −1−20.0% | Reduced |
| Creative Financial Designs Inc | 4 | $1.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $1.57K | 0.00% | +4 | New |
| POM Investment Strategies, LLC | 4 | $1.57K | 0.00% | +4 | New |
| Essex Investment Management Co LLC | 5 | $1.96K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.96K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $1.96K | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 5 | $2.01K | 0.00% | −37−88.1% | Reduced |
| Country Trust Bank | 6 | $2.35K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $2.35K | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 6 | $2.35K | 0.00% | +6 | New |
| Creative Capital Management Investments LLC | 7 | $2.74K | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $2.74K | 0.00% | +5+250.0% | Added |
| Vermillion Wealth Management, Inc. | 8 | $3.13K | 0.00% | −3−27.3% | Reduced |
| High Note Wealth, LLC | 8 | $3.13K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 8 | $3.13K | 0.00% | +3+60.0% | Added |
| Hughes Financial Services, LLC | 8 | $3.13K | 0.00% | +6+300.0% | Added |
| Rialto Wealth Management, LLC | 9 | $3.52K | 0.00% | +3+50.0% | Added |
| Institute for Wealth Management, LLC. | 10 | $3.79K | 0.00% | +10 | New |
| Steigerwald, Gordon & Koch Inc. | 10 | $3.92K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $3.92K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $3.92K | 0.00% | +7+233.3% | Added |
| Key Capital Management, INC | 10 | $3.92K | 0.00% | +8+400.0% | Added |
| Bell Investment Advisors, Inc | 11 | $4.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $4.31K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 11 | $4.41K | 0.00% | +11 | New |
| Manning & Napier Advisors LLC | 13 | $4.67K | 0.00% | +13 | New |
| Ares Financial Consulting, LLC | 12 | $4.70K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 14 | $5.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 14 | $5.48K | 0.00% | +14 | New |
| LifeSteps Financial, Inc. | 15 | $5.87K | 0.00% | +15 | New |
| IAG Wealth Partners, LLC | 16 | $6.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17 | $6.66K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 18 | $7.05K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 19 | $7.44K | 0.00% | +3+18.8% | Added |
| Massmutual Trust Co FSB | 19 | $7.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $7.44K | 0.00% | +13+216.7% | Added |
| Danske Bank A/S | 20 | $7.83K | 0.00% | −1,460−98.6% | Reduced |
| Whittier Trust Co | 22 | $8.13K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 22 | $8.22K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 22 | $8.61K | 0.00% | −2−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 24 | $9.39K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 24 | $9.39K | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 24 | $9.40K | 0.00% | +14+140.0% | Added |
| Fulcrum Asset Management LLP | 28 | $10.1K | 0.00% | +28 | New |
| Bare Financial Services, Inc | 27 | $10.6K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 28 | $11.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 29 | $11.4K | 0.00% | −9−23.7% | Reduced |
| Signature Equity Partners, LLC | 33 | $13.0K | 0.01% | −26−44.1% | Reduced |
| Pacific Center for Financial Services | 36 | $14.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $15.7K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 42 | $16.4K | 0.00% | +4+10.5% | Added |
| Continuum Advisory, LLC | 42 | $16.4K | 0.00% | +42 | New |
| Quest 10 Wealth Builders, Inc. | 43 | $16.8K | 0.01% | +2+4.9% | Added |
| JFS Wealth Advisors, LLC | 45 | $17.6K | 0.00% | +16+55.2% | Added |
| Heritage Wealth Advisors | 47 | $18.4K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $19.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $20.4K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 55 | $21.5K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 60 | $21.6K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 60 | $23.5K | 0.00% | +36+150.0% | Added |
| IFG Advisory, LLC | 63 | $24.7K | 0.00% | +63 | New |
| Banque Cantonale Vaudoise | 65 | $25.0K | 0.00% | −11−14.5% | Reduced |
| Dogwood Wealth Management LLC | 64 | $25.1K | 0.01% | +5+8.5% | Added |
| V-Square Quantitative Management LLC | 64 | $25.1K | 0.00% | +64 | New |
| Sachetta, LLC | 64 | $25.1K | 0.01% | +64 | New |
| Essential Partners LLC | 66 | $25.8K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 70 | $27.4K | 0.01% | +39+125.8% | Added |
| Silver Grove Financial Group, Inc. | 73 | $28.6K | 0.02% | +73 | New |
| International Assets Investment Management, LLC | 75 | $28.6K | 0.00% | +75 | New |
| Essential Investment Partners LLC | 75 | $29.4K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 79 | $30.9K | 0.01% | 00.0% | Unchanged |
| Index Technologies Group LLC | 95 | $37.2K | 0.03% | +95 | New |
| Montag A & Associates Inc | 97 | $38.0K | 0.00% | +97 | New |
| Harbor Capital Advisors, Inc. | 99 | $39.0K | 0.00% | −7−6.6% | Reduced |
| Nomura Asset Management Co Ltd | 100 | $39.1K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $39.1K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 100 | $39.1K | 0.01% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 105 | $41.1K | 0.01% | +105 | New |
| Huntington National Bank | 108 | $42.3K | 0.00% | +4+3.8% | Added |
| Richardson Financial Services Inc. | 109 | $42.7K | 0.02% | +11+11.2% | Added |