| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Clearview Wealth Advisors LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1 | $114 | 0.00% | +1 | New |
| Grey Fox Wealth Advisors, LLC | 2 | $229 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 4 | $458 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $458 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $458 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $458 | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4 | $458 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $460 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5 | $572 | 0.00% | −5−50.0% | Reduced |
| Key Financial Inc | 5 | $587 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 6 | $686 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 7 | $801 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6 | $1.00K | 0.00% | −30,094−100.0% | Reduced |
| Pinnacle Bancorp, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 11 | $1.26K | 0.00% | +11 | New |
| Credential Qtrade Securities Inc. | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 12 | $1.37K | 0.00% | +12 | New |
| Accurate Wealth Management, LLC | 11 | $1.48K | 0.00% | +11 | New |
| Thomas J. Herzfeld Advisors, Inc. | 13 | $1.49K | 0.00% | +1+8.3% | Added |
| Parallax Volatility Advisers, L.P. | 14 | $1.60K | 0.00% | −186,794−100.0% | Reduced |
| Proequities, Inc. | 15 | $1.72K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 17 | $1.94K | 0.00% | +17 | New |
| Cambridge Trust Co | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 20 | $2.29K | 0.00% | +20 | New |
| Brown, Lisle/Cummings, Inc. | 20 | $2.29K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $2.29K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 23 | $2.63K | 0.00% | +8+53.3% | Added |
| Larson Financial Group LLC | 23 | $2.63K | 0.00% | +11+91.7% | Added |
| Clear Street Markets LLC | 22 | $3.00K | 0.00% | −430−95.1% | Reduced |
| Westside Investment Management, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 30 | $3.43K | 0.00% | +30 | New |
| Assetmark, Inc | 32 | $3.66K | 0.00% | −8−20.0% | Reduced |
| Fiduciary Alliance LLC | 32 | $3.66K | 0.00% | +32 | New |
| Tradition Wealth Management, LLC | 35 | $4.00K | 0.00% | −45−56.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 35 | $4.00K | 0.00% | +35 | New |
| Glen Eagle Advisors, LLC | 36 | $4.12K | 0.00% | +14+63.6% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $4.58K | 0.00% | +25+166.7% | Added |
| Private Trust Co NA | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 46 | $5.26K | 0.00% | −113−71.1% | Reduced |
| HHM Wealth Advisors, LLC | 47 | $5.38K | 0.00% | +3+6.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 47 | $5.38K | 0.00% | +47 | New |
| Deane Retirement Strategies, Inc. | 50 | $5.72K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $5.72K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $6.00K | 0.00% | +51 | New |
| Farther Finance Advisors, LLC | 57 | $6.52K | 0.00% | +57 | New |
| Coppell Advisory Solutions LLC | 60 | $6.86K | 0.00% | +60 | New |
| Coppell Advisory Solutions Corp. | 60 | $6.86K | 0.00% | +60 | New |
| Van Eck Associates Corp | 62 | $7.00K | 0.00% | +25+67.6% | Added |
| First Personal Financial Services | 65 | $7.43K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 69 | $7.89K | 0.00% | −10,180−99.3% | Reduced |
| Zions Bancorporation, N.A. | 69 | $7.89K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $8.12K | 0.00% | +38+115.2% | Added |
| Allspring Global Investments Holdings, LLC | 72 | $8.23K | 0.00% | +72 | New |
| CVA Family Office, LLC | 75 | $8.58K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 80 | $9.00K | 0.00% | +80 | New |
| Oliver Lagore Vanvalin Investment Group | 92 | $10.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 101 | $11.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 110 | $12.6K | 0.00% | −410−78.8% | Reduced |
| First Command Bank | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 120 | $13.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 125 | $14.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 138 | $16.0K | 0.00% | −5−3.5% | Reduced |
| Central Trust Co | 146 | $16.7K | 0.00% | −10−6.4% | Reduced |
| Point72 Middle East FZE | 152 | $17.4K | 0.00% | +152 | New |
| GW&K Investment Management, LLC | 153 | $18.0K | 0.00% | +17+12.5% | Added |
| Prestige Wealth Management Group LLC | 172 | $19.7K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 180 | $20.6K | 0.00% | +80+80.0% | Added |
| Global Retirement Partners, LLC | 187 | $21.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 191 | $21.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 192 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $22.9K | 0.00% | −18−8.3% | Reduced |
| Creative Financial Designs Inc | 200 | $22.9K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $22.9K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $22.9K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $22.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $23.0K | 0.00% | −18−8.3% | Reduced |
| Clearstead Advisors, LLC | 225 | $25.7K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 229 | $26.2K | 0.00% | −77−25.2% | Reduced |
| Allworth Financial LP | 236 | $27.0K | 0.00% | −19−7.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 240 | $27.5K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 300 | $34.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 302 | $34.5K | 0.00% | −96−24.1% | Reduced |
| Cedar Wealth Management, LLC | 310 | $35.5K | 0.02% | −100−24.4% | Reduced |