| Sofos Investments, Inc. | 0 | $32 | 0.00% | 0 | New |
| Beaird Harris Wealth Management, LLC | 1 | $101 | 0.00% | +1 | New |
| Key Financial Inc | 3 | $250 | 0.00% | −4−57.1% | Reduced |
| American Capital Advisory, LLC | 3 | $251 | 0.00% | −1−25.0% | Reduced |
| Strengthening Families & Communities, LLC | 3 | $254 | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $288 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $296 | 0.00% | −1−20.0% | Reduced |
| Bear Mountain Capital, Inc. | 4 | $323 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $333 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $424 | 0.00% | −307−98.4% | Reduced |
| Wealth Watch Advisors, INC | 6 | $500 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 6 | $501 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $583 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $584 | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 8 | $667 | 0.00% | +8 | New |
| CBIZ Investment Advisory Services, LLC | 8 | $677 | 0.00% | +8 | New |
| Steigerwald, Gordon & Koch Inc. | 9 | $750 | 0.00% | +9 | New |
| TFC Financial Management | 9 | $751 | 0.00% | +3+50.0% | Added |
| AdvisorNet Financial, Inc | 10 | $833 | 0.00% | −94−90.4% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $833 | 0.00% | +1+11.1% | Added |
| Quest 10 Wealth Builders, Inc. | 10 | $850 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $917 | 0.00% | −40−78.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 12 | $1.00K | 0.00% | +12 | New |
| Hemington Wealth Management | 20 | $1.00K | 0.00% | +20 | New |
| Country Trust Bank | 13 | $1.08K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15 | $1.27K | 0.00% | +15 | Added |
| Colonial Trust Co | 16 | $1.33K | 0.00% | −1−5.9% | Reduced |
| Darwin Advisors, LLC | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 18 | $1.50K | 0.00% | +9+100.0% | Added |
| Caldwell Sutter Capital, Inc. | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 21 | $1.75K | 0.00% | +21 | New |
| Activest Wealth Management | 22 | $1.83K | 0.00% | +3+15.8% | Added |
| CoreCap Advisors, LLC | 23 | $1.92K | 0.00% | +1+4.5% | Added |
| Hanson & Doremus Investment Management | 18 | $2.00K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 361 | $2.01K | 0.00% | +355+5,916.7% | Added |
| Transamerica Financial Advisors, Inc. | 24 | $2.03K | 0.00% | +24 | New |
| Cape Investment Advisory, Inc. | 28 | $2.33K | 0.00% | +27+2,700.0% | Added |
| MV Capital Management, Inc. | 28 | $2.33K | 0.00% | +13+86.7% | Added |
| Princeton Global Asset Management LLC | 29 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $2.58K | 0.00% | +6+24.0% | Added |
| Medallion Wealth Advisors, LLC | 33 | $2.75K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 33 | $2.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 37 | $3.08K | 0.00% | +6+19.4% | Added |
| DT Investment Partners, LLC | 42 | $3.50K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 48 | $4.00K | 0.00% | −71−59.7% | Reduced |
| Wealth Preservation Advisors, LLC | 49 | $4.08K | 0.00% | +12+32.4% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $4.17K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 52 | $4.33K | 0.00% | +3+6.1% | Added |
| Sachetta, LLC | 52 | $4.35K | 0.00% | −19−26.8% | Reduced |
| Spire Wealth Management | 55 | $4.58K | 0.00% | +18+48.6% | Added |
| NBT Bank N A | 56 | $4.67K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 58 | $4.83K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 67 | $5.00K | 0.00% | +4+6.3% | Added |
| Lavaca Capital LLC | 63 | $5.25K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 65 | $5.40K | 0.00% | +1+1.6% | Added |
| Creekmur Asset Management LLC | 70 | $5.83K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 70 | $5.83K | 0.00% | +70 | New |
| Capital Advisors, Ltd. LLC | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 80 | $6.67K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 80 | $6.67K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 88 | $7.33K | 0.00% | −85−49.1% | Reduced |
| Kilter Group LLC | 92 | $7.67K | 0.00% | +12+15.0% | Added |
| ORG Partners LLC | 94 | $7.83K | 0.00% | +89+1,780.0% | Added |
| Capital Analysts, LLC | 95 | $8.00K | 0.00% | +95 | New |
| Pacific Center for Financial Services | 97 | $8.08K | 0.00% | +2+2.1% | Added |
| Rise Advisors, LLC | 102 | $8.51K | 0.00% | +7+7.4% | Added |
| Whittier Trust Co | 104 | $8.71K | 0.00% | −116−52.7% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 109 | $9.08K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 110 | $9.17K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 121 | $10.0K | 0.00% | +7+6.1% | Added |
| Evelyn Partners Investment Management LLP | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 131 | $10.9K | 0.00% | +131 | New |
| Richard W. Paul & Associates, LLC | 135 | $11.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 139 | $11.6K | 0.00% | +8+6.1% | Added |
| UMA Financial Services, Inc. | 142 | $11.8K | 0.00% | +142 | New |
| Wealthspire Advisors, LLC | 165 | $13.8K | 0.00% | +165 | New |
| T. Rowe Price Investment Management, Inc. | 157 | $14.0K | 0.00% | +157 | New |
| Private Wealth Management Group, LLC | 177 | $14.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 175 | $14.8K | 0.00% | −191−52.2% | Reduced |
| Cromwell Holdings LLC | 177 | $15.0K | 0.01% | +147+490.0% | Added |
| Wiser Advisor Group LLC | 185 | $15.4K | 0.02% | +185 | New |
| Raiffeisen Bank International AG | 195 | $16.5K | 0.00% | +195 | New |
| Geneos Wealth Management Inc. | 206 | $17.2K | 0.00% | +108+110.2% | Added |
| Smithfield Trust Co | 220 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 238 | $19.9K | 0.00% | +45+23.3% | Added |
| Quent Capital, LLC | 247 | $20.6K | 0.00% | +247 | New |
| Parkside Financial Bank & Trust | 258 | $21.5K | 0.00% | +21+8.9% | Added |
| Caitong International Asset Management Co., Ltd | 274 | $22.8K | 0.02% | −401−59.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 273 | $22.9K | 0.00% | −3−1.1% | Reduced |
| Larson Financial Group LLC | 288 | $24.0K | 0.00% | +4+1.4% | Added |
| Central Trust Co | 296 | $24.7K | 0.00% | −30−9.2% | Reduced |
| TSFG, LLC | 319 | $27.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 347 | $28.9K | 0.00% | +347 | New |