| HighMark Wealth Management LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $84 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $217 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $287 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $287 | 0.00% | +5 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $288 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5 | $288 | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 10 | $575 | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 11 | $632 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 13 | $747 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $1.00K | 0.00% | +4+22.2% | Added |
| Contravisory Investment Management, Inc. | 18 | $1.03K | 0.00% | +18 | New |
| NBC Securities, Inc. | 19 | $1.09K | 0.10% | −19,056−99.9% | Reduced |
| Rothschild Investment LLC | 19 | $1.09K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $1.15K | 0.00% | +20 | New |
| Eagle Bay Advisors LLC | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 27 | $1.55K | 0.00% | −7−20.6% | Reduced |
| Aventura Private Wealth, LLC | 28 | $1.61K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 31 | $1.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $1.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $2.36K | 0.00% | +41 | New |
| Creative Financial Designs Inc | 45 | $2.58K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $2.58K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 48 | $2.76K | 0.00% | +48 | New |
| Fairman Group, LLC | 50 | $2.87K | 0.00% | −50−50.0% | Reduced |
| FLP Wealth Management, LLC | 51 | $2.93K | 0.01% | +51 | New |
| Wood Tarver Financial Group, LLC | 57 | $3.00K | 0.00% | +57 | New |
| St. Johns Investment Management Company, LLC | 55 | $3.16K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 57 | $3.27K | 0.00% | +53+1,325.0% | Added |
| McIlrath & Eck, LLC | 59 | $3.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 61 | $3.50K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 63 | $3.62K | 0.00% | +63 | New |
| Missouri Trust & Investment Co | 75 | $4.31K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 75 | $4.31K | 0.00% | +75 | New |
| Coppell Advisory Solutions LLC | 79 | $4.53K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 83 | $4.77K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 89 | $5.11K | 0.00% | +71+394.4% | Added |
| Cornerstone Planning Group LLC | 94 | $5.65K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 107 | $6.15K | 0.00% | +99+1,237.5% | Added |
| JCIC Asset Management Inc. | 113 | $6.49K | 0.00% | +113 | New |
| Financial Network Wealth Advisors LLC | 115 | $6.61K | 0.01% | +115 | New |
| Zions Bancorporation, N.A. | 117 | $6.72K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 117 | $6.72K | 0.00% | +117 | New |
| Birchbrook, Inc. | 127 | $6.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 129 | $7.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 127 | $7.30K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 128 | $7.35K | 0.00% | −56−30.4% | Reduced |
| Bellevue Asset Management, LLC | 129 | $7.41K | 0.00% | −15−10.4% | Reduced |
| South State Corp. | 135 | $7.76K | 0.00% | +135 | New |
| Bogart Wealth, LLC | 138 | $7.93K | 0.00% | +138 | New |
| Ridgewood Investments LLC | 142 | $8.16K | 0.00% | +100+238.1% | Added |
| Old Point Trust & Financial Services N A | 150 | $8.62K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 151 | $8.68K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 157 | $9.02K | 0.01% | −4,848−96.9% | Reduced |
| Global Financial Private Client, LLC | 159 | $9.13K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 166 | $9.54K | 0.00% | −2,783−94.4% | Reduced |
| North Star Investment Management Corp. | 168 | $9.65K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 177 | $10.2K | 0.00% | +177 | New |
| Harvest Fund Management Co., Ltd | 195 | $11.0K | 0.00% | +195 | New |
| VSM Wealth Advisory, LLC | 192 | $11.0K | 0.00% | +192 | New |
| Sierra Ocean, LLC | 206 | $11.8K | 0.01% | +206 | New |
| JFS Wealth Advisors, LLC | 213 | $12.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 217 | $12.5K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 225 | $12.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 232 | $13.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 233 | $13.4K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 237 | $13.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 259 | $14.9K | 0.00% | −41−13.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 250 | $15.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 264 | $15.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 270 | $15.5K | 0.00% | +270 | New |
| POM Investment Strategies, LLC | 284 | $16.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 296 | $17.0K | 0.00% | −48−14.0% | Reduced |
| Golden State Wealth Management, LLC | 296 | $17.0K | 0.00% | +296 | New |
| Financial Management Professionals, Inc. | 298 | $17.1K | 0.00% | +38+14.6% | Added |
| Costello Asset Management, INC | 307 | $17.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 308 | $17.7K | 0.00% | +185+150.4% | Added |
| Ronald Blue Trust, Inc. | 309 | $17.8K | 0.00% | −1,654−84.3% | Reduced |
| Lowe Wealth Advisors, LLC | 312 | $17.9K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 321 | $18.4K | 0.01% | +321 | New |
| CVA Family Office, LLC | 325 | $18.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 326 | $18.7K | 0.02% | +38+13.2% | Added |
| Fortis Group Advisors, LLC | 337 | $19.4K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 391 | $22.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 394 | $22.6K | 0.00% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 421 | $24.2K | 0.02% | +421 | New |
| Truvestments Capital LLC | 436 | $25.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 498 | $28.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $28.7K | 0.00% | +500 | New |
| Compass Planning Associates Inc | 514 | $29.6K | 0.03% | +514 | New |
| Manchester Capital Management LLC | 563 | $32.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 614 | $35.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 624 | $35.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 656 | $37.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 675 | $38.8K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 690 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 726 | $41.6K | 0.00% | +451+164.0% | Added |
| Kings Path Partners LLC | 752 | $43.2K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 788 | $45.3K | 0.02% | 00.0% | Unchanged |