| Private Wealth Management Group, LLC | 1 | $55 | 0.00% | −140−99.3% | Reduced |
| American Capital Advisory, LLC | 2 | $110 | 0.00% | −2−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $110 | 0.00% | −2−50.0% | Reduced |
| LGT Financial Advisors LLC | 2 | $110 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 3 | $165 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $220 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $275 | 0.00% | +2+66.7% | Added |
| Principia Wealth Advisory, LLC | 6 | $330 | 0.00% | −4−40.0% | Reduced |
| Bell Investment Advisors, Inc | 7 | $385 | 0.00% | −31−81.6% | Reduced |
| Rialto Wealth Management, LLC | 7 | $385 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 8 | $440 | 0.00% | −2−20.0% | Reduced |
| Raffa Wealth Management, LLC | 8 | $440 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $440 | 0.00% | +4+100.0% | Added |
| S&T Bank | 8 | $440 | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 8 | $440 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $494 | 0.00% | +5+125.0% | Added |
| CoreCap Advisors, LLC | 9 | $495 | 0.00% | −5,262−99.8% | Reduced |
| Breakwater Investment Management | 9 | $495 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $495 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $546 | 0.00% | −5−35.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $660 | 0.00% | −12−50.0% | Reduced |
| Stephens Consulting, LLC | 13 | $715 | 0.00% | +13 | New |
| Manchester Capital Management LLC | 15 | $825 | 0.00% | −18−54.5% | Reduced |
| Rakuten Securities, Inc. | 16 | $880 | 0.00% | −31−66.0% | Reduced |
| Whipplewood Advisors, LLC | 16 | $880 | 0.00% | −4−20.0% | Reduced |
| Avion Wealth | 36 | $1.00K | 0.00% | +10+38.5% | Added |
| Parkside Financial Bank & Trust | 19 | $1.04K | 0.00% | −79−80.6% | Reduced |
| Central Trust Co | 19 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 21 | $1.15K | 0.00% | +7+50.0% | Added |
| Caldwell Sutter Capital, Inc. | 23 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $1.43K | 0.00% | −44−62.9% | Reduced |
| Cape Investment Advisory, Inc. | 27 | $1.48K | 0.00% | −2−6.9% | Reduced |
| Scarborough Advisors, LLC | 27 | $1.48K | 0.00% | +27 | New |
| Hartford Financial Management Inc. | 28 | $1.54K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | $1.71K | 0.00% | +31 | New |
| Prestige Wealth Management Group LLC | 34 | $1.87K | 0.00% | −42−55.3% | Reduced |
| SBI Securities Co., Ltd. | 34 | $1.87K | 0.00% | −10−22.7% | Reduced |
| Montag A & Associates Inc | 34 | $1.87K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 34 | $1.87K | 0.00% | +34 | New |
| Financial Management Professionals, Inc. | 35 | $1.92K | 0.00% | −6−14.6% | Reduced |
| Fortitude Family Office, LLC | 38 | $2.09K | 0.00% | +17+81.0% | Added |
| Decker Retirement Planning Inc. | 38 | $2.09K | 0.00% | +38 | New |
| NewSquare Capital LLC | 44 | $2.42K | 0.00% | +17+63.0% | Added |
| North Capital, Inc. | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 54 | $2.97K | 0.00% | −52−49.1% | Reduced |
| Hemington Wealth Management | 68 | $3.00K | 0.00% | −87−56.1% | Reduced |
| NBC Securities, Inc. | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 58 | $3.19K | 0.00% | +55+1,833.3% | Added |
| Walleye Capital LLC | 66 | $3.63K | 0.00% | −32,705−99.8% | Reduced |
| Archer Investment Corp | 70 | $3.85K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 77 | $4.00K | 0.00% | +5+6.9% | Added |
| HighMark Wealth Management LLC | 75 | $4.12K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 75 | $4.12K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 76 | $4.18K | 0.00% | +28+58.3% | Added |
| SRS Capital Advisors, Inc. | 83 | $4.56K | 0.00% | −31−27.2% | Reduced |
| WPG Advisers, LLC | 84 | $4.62K | 0.00% | +8+10.5% | Added |
| Private Wealth Asset Management, LLC | 87 | $4.78K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 89 | $4.89K | 0.00% | −3−3.3% | Reduced |
| CVA Family Office, LLC | 90 | $4.95K | 0.00% | −14−13.5% | Reduced |
| Capital Investment Advisory Services, LLC | 100 | $5.50K | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 103 | $5.66K | 0.00% | +103 | New |
| UMA Financial Services, Inc. | 106 | $5.83K | 0.00% | −10−8.6% | Reduced |
| Washington Trust Advisors, Inc. | 117 | $6.43K | 0.00% | −135−53.6% | Reduced |
| Whittier Trust Co | 124 | $6.82K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 127 | $6.98K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 130 | $7.15K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 140 | $7.70K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 147 | $8.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 150 | $8.25K | 0.00% | +18+13.6% | Added |
| Capital Advisors, Ltd. LLC | 158 | $9.00K | 0.00% | +158 | New |
| DT Investment Partners, LLC | 168 | $9.23K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 172 | $9.46K | 0.00% | +172 | New |
| CBIZ Investment Advisory Services, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 205 | $11.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 205 | $11.3K | 0.00% | −5,900−96.6% | Reduced |
| Ossiam | 208 | $11.4K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 229 | $13.0K | 0.00% | +229 | New |
| Farther Finance Advisors, LLC | 245 | $13.5K | 0.00% | −186−43.2% | Reduced |
| Crewe Advisors LLC | 250 | $13.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 286 | $15.7K | 0.00% | −214−42.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 297 | $16.3K | 0.00% | +147+98.0% | Added |
| Trust Co of Toledo NA | 300 | $16.5K | 0.00% | +300 | New |
| CIBC Private Wealth Group, LLC | 322 | $17.7K | 0.00% | +82+34.2% | Added |
| Geneos Wealth Management Inc. | 327 | $18.0K | 0.00% | +30+10.1% | Added |
| Atlantic Union Bankshares Corp | 350 | $19.2K | 0.00% | +350 | New |
| Massmutual Trust Co FSB | 357 | $19.6K | 0.00% | −167−31.9% | Reduced |
| True Wealth Design, LLC | 376 | $20.7K | 0.01% | −969−72.0% | Reduced |
| Signaturefd, LLC | 388 | $21.3K | 0.00% | −1,803−82.3% | Reduced |
| Smartleaf Asset Management LLC | 389 | $21.5K | 0.00% | −312−44.5% | Reduced |
| Rise Advisors, LLC | 430 | $23.6K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 450 | $24.7K | 0.00% | +450 | New |
| Capital Analysts, LLC | 446 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 474 | $26.0K | 0.00% | −861−64.5% | Reduced |
| Close Asset Management Ltd | 495 | $27.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 503 | $27.6K | 0.02% | −925−64.8% | Reduced |
| TD Private Client Wealth LLC | 504 | $27.7K | 0.00% | −178−26.1% | Reduced |
| Itau Unibanco Holding S.A. | 647 | $35.6K | 0.00% | −11−1.7% | Reduced |
