| NewSquare Capital LLC | 1 | $88 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $176 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $176 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $177 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 3 | $264 | 0.00% | −100−97.1% | Reduced |
| Global Trust Asset Management, LLC | 4 | $352 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 5 | $440 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5 | $440 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5 | $440 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $440 | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 5 | $440 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $617 | 0.00% | −67−90.5% | Reduced |
| Clearview Wealth Advisors LLC | 9 | $793 | 0.00% | +8+800.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $881 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 10 | $881 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $881 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 11 | $969 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 11 | $969 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 11 | $969 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $1.00K | 0.00% | +22 | New |
| NFJ Investment Group, LLC | 13 | $1.15K | 0.00% | −33,637−100.0% | Reduced |
| Motco | 13 | $1.15K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 16 | $1.41K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $1.76K | 0.00% | +20 | New |
| Tfo-TDC, LLC | 40 | $1.82K | 0.00% | −10−20.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 27 | $2.00K | 0.01% | +17+170.0% | Added |
| Transamerica Financial Advisors, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Sofos Investments, Inc. | 88 | $2.06K | 0.02% | −392−81.7% | Reduced |
| Horan Securities, Inc. | 24 | $2.11K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $2.20K | 0.00% | −13−34.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 25 | $2.20K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 25 | $2.20K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $2.20K | 0.00% | +25 | New |
| Oliver Lagore Vanvalin Investment Group | 26 | $2.29K | 0.00% | −104−80.0% | Reduced |
| Kelly Financial Services LLC | 28 | $2.47K | 0.00% | −130−82.3% | Reduced |
| Lumature Wealth Partners, LLC | 28 | $2.47K | 0.00% | −4−12.5% | Reduced |
| Country Trust Bank | 28 | $2.47K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 28 | $2.47K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 28 | $2.47K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 29 | $2.56K | 0.00% | +9+45.0% | Added |
| Bartlett & Co. Wealth Management LLC | 30 | $2.64K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 30 | $2.64K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 30 | $2.64K | 0.00% | +30 | New |
| AlphaStar Capital Management, LLC | 32,235 | $2.84K | 0.00% | +435+1.4% | Added |
| Fortis Capital Advisors, LLC | 33 | $2.91K | 0.00% | +33 | New |
| Cambridge Trust Co | 30 | $3.00K | 0.00% | −131−81.4% | Reduced |
| Valley National Advisers Inc | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 40 | $3.00K | 0.00% | +40 | New |
| McIlrath & Eck, LLC | 37 | $3.26K | 0.00% | −80−68.4% | Reduced |
| MV Capital Management, Inc. | 41 | $3.61K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $3.70K | 0.00% | +42 | New |
| Freedom Wealth Alliance, LLC | 45 | $3.96K | 0.01% | +45 | New |
| TD Ameritrade Investment Management, LLC | 45 | $4.00K | 0.00% | −46−50.5% | Reduced |
| Vigilant Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 46 | $4.05K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $4.08K | 0.00% | +35 | New |
| Hartford Financial Management Inc. | 48 | $4.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $4.23K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $4.41K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $4.41K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 55 | $4.84K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 55 | $4.84K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 60 | $5.00K | 0.00% | −174−74.4% | Reduced |
| Red Cedar Capital, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 60 | $5.29K | 0.00% | −4−6.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 60 | $5.29K | 0.00% | +60 | New |
| Coastal Capital Group, Inc. | 68 | $5.44K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 63 | $5.55K | 0.00% | +63 | New |
| Coppell Advisory Solutions LLC | 65 | $5.73K | 0.00% | +65 | New |
| Coppell Advisory Solutions Corp. | 65 | $5.73K | 0.00% | +65 | New |
| West Branch Capital LLC | 70 | $6.17K | 0.00% | −5−6.7% | Reduced |
| Pacifica Partners Inc. | 73 | $6.57K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 74 | $6.60K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 75 | $6.61K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 82 | $7.22K | 0.00% | −6−6.8% | Reduced |
| Global Wealth Strategies & Associates | 83 | $7.31K | 0.00% | +83 | New |
| Zullo Investment Group, Inc. | 90 | $7.93K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 94 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 91 | $8.02K | 0.00% | 00.0% | Unchanged |
| Natixis | 92 | $8.11K | 0.00% | −8,441−98.9% | Reduced |
| Lansing Street Advisors | 98 | $8.63K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $8.81K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 100 | $8.81K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $8.81K | 0.00% | +100 | New |
| Richard W. Paul & Associates, LLC | 100 | $8.81K | 0.00% | +100 | New |
| Western Pacific Wealth Management, LP | 101 | $8.90K | 0.01% | −29−22.3% | Reduced |