| Raleigh Capital Management Inc. | 0 | $10 | 0.00% | −4−100.0% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $184 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $184 | 0.00% | +1 | New |
| Blue Bell Private Wealth Management, LLC | 2 | $369 | 0.00% | −53−96.4% | Reduced |
| American Capital Advisory, LLC | 2 | $369 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $369 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $553 | 0.00% | −12−80.0% | Reduced |
| Westend Capital Management, LLC | 3 | $553 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $553 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $553 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 5 | $922 | 0.00% | +1+25.0% | Added |
| JPL Wealth Management, LLC | 5 | $922 | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $922 | 0.00% | +5 | New |
| Cloud Capital Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 7 | $1.29K | 0.00% | +2+40.0% | Added |
| Rialto Wealth Management, LLC | 7 | $1.29K | 0.00% | +4+133.3% | Added |
| Cromwell Holdings LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $1.48K | 0.00% | +4+100.0% | Added |
| Quest 10 Wealth Builders, Inc. | 9 | $1.66K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $2.21K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $2.77K | 0.00% | +15 | New |
| Trust Co of Toledo NA | 16 | $2.95K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 16 | $2.98K | 0.00% | −4−20.0% | Reduced |
| Heartwood Wealth Advisors LLC | 21 | $3.87K | 0.00% | +21 | New |
| Atlantic Trust, LLC | 23 | $4.24K | 0.00% | +2+9.5% | Added |
| TD Private Client Wealth LLC | 24 | $4.42K | 0.00% | −14−36.8% | Reduced |
| LGT Financial Advisors LLC | 25 | $4.58K | 0.01% | −24−49.0% | Reduced |
| Private Trust Co NA | 28 | $5.16K | 0.00% | −3−9.7% | Reduced |
| Park Place Capital Corp | 28 | $5.16K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 30 | $5.53K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 30 | $5.53K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 32 | $5.90K | 0.00% | +2+6.7% | Added |
| Bayforest Capital Ltd | 34 | $6.27K | 0.00% | −2,213−98.5% | Reduced |
| Cornerstone Planning Group LLC | 30 | $6.43K | 0.00% | +8+36.4% | Added |
| Hager Investment Management Services, LLC | 38 | $7.01K | 0.00% | −22−36.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 39 | $7.28K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 40 | $7.38K | 0.01% | −100−71.4% | Reduced |
| Key Financial Inc | 46 | $8.61K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $9.22K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 50 | $9.22K | 0.00% | +50 | New |
| Arlington Trust Co LLC | 50 | $9.22K | 0.00% | +50 | New |
| Main Street Group, LTD | 50 | $9.27K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $9.96K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 55 | $10.1K | 0.00% | −10−15.4% | Reduced |
| WPG Advisers, LLC | 56 | $10.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 58 | $10.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 60 | $11.1K | 0.00% | −156−72.2% | Reduced |
| DAGCO, Inc. | 60 | $11.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $11.1K | 0.00% | +60 | New |
| Sachetta, LLC | 74 | $13.6K | 0.01% | +14+23.3% | Added |
| Bell Investment Advisors, Inc | 75 | $13.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $13.8K | 0.00% | +6+8.7% | Added |
| Centerpoint Advisors, LLC | 77 | $14.0K | 0.00% | −78−50.3% | Reduced |
| AllSquare Wealth Management LLC | 76 | $14.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $14.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 77 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 79 | $14.6K | 0.00% | +3+3.9% | Added |
| CVA Family Office, LLC | 80 | $14.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $14.8K | 0.00% | +5+6.7% | Added |
| Groupe la Francaise | 100 | $15.5K | 0.00% | +100 | New |
| Measured Wealth Private Client Group, LLC | 92 | $17.0K | 0.00% | +92 | New |
| Hemington Wealth Management | 96 | $17.0K | 0.00% | +21+28.0% | Added |
| TCTC Holdings, LLC | 94 | $17.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $18.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $18.4K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 106 | $19.6K | 0.01% | +5+5.0% | Added |
| ORG Partners LLC | 95 | $20.3K | 0.00% | +25+35.7% | Added |
| JFS Wealth Advisors, LLC | 111 | $20.5K | 0.00% | +1+0.9% | Added |
| Carolina Wealth Advisors, LLC | 112 | $20.6K | 0.01% | +50+80.6% | Added |
| Contravisory Investment Management, Inc. | 118 | $21.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 122 | $22.5K | 0.00% | +120+6,000.0% | Added |
| Erste Asset Management GmbH | 125 | $23.0K | 0.00% | +125 | New |
| Principal Securities, Inc. | 130 | $24.0K | 0.00% | −83−39.0% | Reduced |
| Richardson Capital Management LLC | 135 | $24.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 136 | $25.1K | 0.00% | +17+14.3% | Added |
| Vermillion Wealth Management, Inc. | 138 | $25.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 139 | $25.6K | 0.01% | −377−73.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 161 | $26.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 142 | $26.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 145 | $26.7K | 0.00% | −26−15.2% | Reduced |
| Close Asset Management Ltd | 151 | $28.0K | 0.00% | −1,104−88.0% | Reduced |
| Ameritas Advisory Services, LLC | 153 | $28.2K | 0.00% | −3−1.9% | Reduced |
| Smithfield Trust Co | 165 | $30.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 165 | $30.4K | 0.02% | −50−23.3% | Reduced |
| Strategic Advocates LLC | 174 | $32.1K | 0.01% | +174 | New |
| Creative Financial Designs Inc | 175 | $32.3K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 175 | $32.3K | 0.01% | +175 | New |
| Rise Advisors, LLC | 183 | $33.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 186 | $34.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 187 | $34.5K | 0.00% | +6+3.3% | Added |
| WFA of San Diego, LLC | 200 | $36.9K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $36.9K | 0.01% | +150+300.0% | Added |
| Covestor Ltd | 203 | $37.0K | 0.02% | −3,243−94.1% | Reduced |
| Hollencrest Capital Management | 208 | $38.3K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 214 | $39.5K | 0.03% | −26−10.8% | Reduced |
