| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | +1 | New |
| Aquire Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | +1 | New |
| HighMark Wealth Management LLC | 7 | $1.00K | 0.00% | −250−97.3% | Reduced |
| Private Ocean, LLC | 5 | $1.00K | 0.00% | −139−96.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $1.00K | 0.00% | −56−91.8% | Reduced |
| Bogart Wealth, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +4 | New |
| Mass General Brigham, Inc | 5,209 | $1.00K | 0.00% | +5,209 | New |
| GPS Wealth Strategies Group, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Halpern Financial, Inc. | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | −159,240−100.0% | Reduced |
| Dark Forest Capital Management LP | 12 | $2.00K | 0.00% | −719−98.4% | Reduced |
| Delos Wealth Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 15 | $2.00K | 0.00% | +15 | New |
| CVA Family Office, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Kathleen S. Wright Associates Inc. | 12 | $2.00K | 0.00% | +12 | New |
| William Allan, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 15 | $2.50K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Tevis Investment Management | 20 | $3.00K | 0.00% | +20 | New |
| Baystate Wealth Management LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 22 | $4.00K | 0.00% | +22 | New |
| Steward Financial Group LLC | 25 | $4.00K | 0.00% | +25 | New |
| Kelly Financial Services LLC | 27 | $4.50K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 29 | $4.83K | 0.00% | +29 | New |
| HHM Wealth Advisors, LLC | 30 | $5.00K | 0.00% | −16−34.8% | Reduced |
| Duncker Streett & Co Inc | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 33 | $5.00K | 0.00% | −2−5.7% | Reduced |
| TFC Financial Management | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 33 | $5.00K | 0.00% | +33 | New |
| Shore Point Advisors, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Stephens Consulting, LLC | 36 | $5.99K | 0.01% | +36 | New |
| Ci Investments Inc. | 37 | $6.00K | 0.00% | +20+117.6% | Added |
| TD Ameritrade Investment Management, LLC | 36 | $6.00K | 0.00% | +36 | New |
| Fortitude Advisory Group L.L.C. | 56 | $6.00K | 0.00% | +56 | New |
| Logan Capital Management Inc | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 48 | $7.00K | 0.00% | +48 | New |
| ACT Capital Management, LLC | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 50 | $8.00K | 0.00% | +50 | New |
| Financial Management Professionals, Inc. | 54 | $9.00K | 0.00% | −20−27.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 56 | $9.00K | 0.00% | +56 | New |
| FSC Wealth Advisors, LLC | 55 | $9.00K | 0.01% | +55 | New |
| Bellevue Asset Management, LLC | 63 | $10.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 63 | $10.0K | 0.00% | +14+28.6% | Added |
| Total Clarity Wealth Management, Inc. | 64 | $11.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 71 | $11.8K | 0.00% | +13+22.4% | Added |
| Ellis Investment Partners, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 71 | $12.0K | 0.00% | +3+4.4% | Added |
| Pacifica Partners Inc. | 74 | $12.0K | 0.01% | +25+51.0% | Added |
| Bell Investment Advisors, Inc | 75 | $12.0K | 0.00% | +34+82.9% | Added |
| Blue Bell Private Wealth Management, LLC | 73 | $12.0K | 0.00% | +73 | New |
| Amplius Wealth Advisors, LLC | 75 | $12.0K | 0.00% | +75 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 71 | $12.0K | 0.00% | +71 | New |
| Tilia Fiduciary Partners, Inc. | 74 | $12.0K | 0.01% | +74 | New |
| Atticus Wealth Management, LLC | 80 | $13.0K | 0.01% | −608−88.4% | Reduced |
| Rockbridge Investment Management, LCC | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 76 | $13.0K | 0.01% | +15+24.6% | Added |
| SRS Capital Advisors, Inc. | 79 | $13.0K | 0.00% | +30+61.2% | Added |
| FSB Premier Wealth Management, Inc. | 90 | $14.0K | 0.01% | +90 | New |
| Sandy Cove Advisors, LLC | 83 | $14.0K | 0.01% | +83 | New |
| Ovata Capital Management Ltd | 92 | $15.0K | 0.01% | −6,258−98.6% | Reduced |
| Massmutual Trust Co FSB | 93 | $15.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 89 | $15.0K | 0.00% | +25+39.1% | Added |
| Clean Yield Group | 96 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 95 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 94 | $16.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 100 | $17.0K | 0.00% | −145−59.2% | Reduced |
| Sittner & Nelson, LLC | 100 | $17.0K | 0.01% | −12−10.7% | Reduced |
| Atwood & Palmer Inc | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 103 | $17.0K | 0.00% | +3+3.0% | Added |
| Rosenberg Matthew Hamilton | 101 | $17.0K | 0.01% | +101 | New |
| Gould Capital, LLC | 100 | $17.0K | 0.01% | +100 | New |
| Toth Financial Advisory Corp | 114 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 112 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 125 | $21.0K | 0.00% | −2,375−95.0% | Reduced |
| BDO Wealth Advisors, LLC | 125 | $21.0K | 0.00% | −20−13.8% | Reduced |
| American Research & Management Co. | 125 | $21.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 125 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 128 | $21.0K | 0.01% | 00.0% | Unchanged |