| Activest Wealth Management | 3 | $40 | 0.00% | −2,106−99.9% | Reduced |
| Miller Global Investments, LLC | 7 | $93 | 0.00% | +7 | New |
| CBIZ Investment Advisory Services, LLC | 5 | $99 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $108 | 0.00% | −43−84.3% | Reduced |
| Strategic Advocates LLC | 9 | $120 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $120 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $133 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 10 | $133 | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 10 | $133 | 0.00% | +10 | New |
| FWL Investment Management, LLC | 20 | $266 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $346 | 0.00% | −21−44.7% | Reduced |
| Bell Investment Advisors, Inc | 31 | $413 | 0.00% | +31 | New |
| Transamerica Financial Advisors, Inc. | 36 | $479 | 0.00% | +36 | New |
| RMG Wealth Management LLC | 27 | $483 | 0.00% | +27 | New |
| TD Waterhouse Canada Inc. | 37 | $523 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 40 | $532 | 0.00% | −63−61.2% | Reduced |
| Versant Capital Management, Inc | 40 | $532 | 0.00% | −16−28.6% | Reduced |
| Mather Group, LLC. | 50 | $666 | 0.00% | −160−76.2% | Reduced |
| Kerr Financial Planning Corp | 51 | $666 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $666 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $666 | 0.00% | +50 | New |
| Pinnacle Wealth Planning Services, Inc. | 59 | $785 | 0.00% | +59 | New |
| Friedenthal Financial | 60 | $799 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $865 | 0.00% | +65 | New |
| Whittier Trust Co | 63 | $980 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 75 | $998 | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 82 | $1.10K | 0.00% | +82 | New |
| UMA Financial Services, Inc. | 91 | $1.21K | 0.00% | +91 | New |
| Whittier Trust Co of Nevada Inc | 82 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 93 | $1.24K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 100 | $1.33K | 0.00% | 00.0% | Unchanged |
| Premier Financial Group | 100 | $1.33K | 0.00% | +100 | New |
| Vima LLC | 100 | $1.33K | 0.00% | +100 | New |
| Cromwell Holdings LLC | 109 | $1.45K | 0.00% | +109 | New |
| Quarry LP | 113 | $1.50K | 0.00% | +113 | New |
| Trust Co of Toledo NA | 115 | $1.53K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 130 | $2.00K | 0.00% | +75+136.4% | Added |
| Smartleaf Asset Management LLC | 153 | $2.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 186 | $2.48K | 0.00% | +186 | New |
| Strategic Investment Solutions, Inc. | 200 | $2.66K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 200 | $2.66K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 200 | $2.66K | 0.00% | +100+100.0% | Added |
| Larson Financial Group LLC | 202 | $2.69K | 0.00% | −19,914−99.0% | Reduced |
| Catherine Avery Investment Management LLC | 205 | $2.73K | 0.00% | +205 | New |
| Asset Dedication, LLC | 208 | $2.77K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 230 | $3.06K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 248 | $3.30K | 0.00% | −30−10.8% | Reduced |
| BankPlus Trust Department | 250 | $3.33K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 250 | $3.33K | 0.00% | +250 | New |
| Peterson Wealth Management | 275 | $3.66K | 0.00% | −1,211−81.5% | Reduced |
| Basecamp Wealth Advisors LLC | 285 | $3.79K | 0.00% | +136+91.3% | Added |
| Guardian Partners Inc. | 292 | $3.89K | 0.00% | +292 | New |
| Caldwell Sutter Capital, Inc. | 300 | $3.99K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 300 | $3.99K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 300 | $3.99K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 304 | $4.05K | 0.02% | +304 | New |
| Bear Mountain Capital, Inc. | 250 | $4.07K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 322 | $4.29K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 360 | $4.79K | 0.00% | +360 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 366 | $4.87K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 366 | $4.87K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 385 | $5.13K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 419 | $5.58K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 422 | $5.62K | 0.00% | +422 | New |
| Evolution Wealth Management Inc. | 425 | $5.66K | 0.00% | +425 | New |
| Gould Capital, LLC | 430 | $5.72K | 0.00% | +196+83.8% | Added |
| Financially Speaking Inc | 300 | $5.93K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 424 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 500 | $6.66K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 500 | $6.66K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 505 | $6.72K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 505 | $6.72K | 0.00% | −27−5.1% | Reduced |
| Holos Integrated Wealth LLC | 500 | $7.40K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 575 | $7.66K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 610 | $8.12K | 0.00% | −1,220−66.7% | Reduced |
| Atlantic Union Bankshares Corp | 618 | $8.23K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 660 | $8.79K | 0.00% | +35+5.6% | Added |
| American Capital Advisory, LLC | 686 | $9.13K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 650 | $9.66K | 0.01% | +650 | New |
| Los Angeles Capital Management LLC | 748 | $9.96K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 748 | $9.97K | 0.00% | −97−11.5% | Reduced |
| Nisa Investment Advisors, LLC | 800 | $10.6K | 0.00% | +800 | New |
| Planning Strategies Inc. | 800 | $10.7K | 0.01% | +800 | New |
| Hoey Investments, Inc | 850 | $11.3K | 0.00% | −2,352−73.5% | Reduced |
| Bullock Wealth Management Group | 800 | $11.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 860 | $11.4K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 895 | $11.9K | 0.00% | +86+10.6% | Added |
| Crewe Advisors LLC | 950 | $12.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 983 | $13.1K | 0.00% | +915+1,345.6% | Added |
| Pilgrim Partners Asia Pte Ltd | 1,000 | $13.3K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 1,000 | $13.3K | 0.00% | +1,000 | New |
| LifeSteps Financial, Inc. | 1,026 | $13.7K | 0.01% | +1,026 | New |
| Trust Co of Vermont | 1,072 | $14.3K | 0.00% | +1,072 | New |
| Lodestone Wealth Management LLC | 1,087 | $14.5K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,110 | $14.8K | 0.00% | +1,110 | New |
| Westside Investment Management, Inc. | 1,174 | $15.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,179 | $15.7K | 0.00% | +1,179 | New |