| Coston, McIsaac & Partners | 5 | $0 | 0.00% | +5 | New |
| VitalStone Financial, LLC | 2 | $186 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $279 | 0.00% | +3 | New |
| Quadrant Capital Group LLC | 4 | $371 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $371 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $371 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 5 | $464 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 6 | $549 | 0.00% | +6 | New |
| Institutional & Family Asset Management, LLC | 7 | $649 | 0.00% | −4−36.4% | Reduced |
| St. Johns Investment Management Company, LLC | 7 | $649 | 0.00% | +7 | New |
| Stuart Chaussee & Associates, Inc. | 10 | $928 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $928 | 0.00% | +10 | New |
| Planning Capital Management Corp | 10 | $928 | 0.00% | +10 | New |
| Gradient Investments LLC | 12 | $1.11K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 12 | $1.11K | 0.00% | +12 | New |
| Archer Investment Corp | 14 | $1.30K | 0.00% | +14 | New |
| Parallel Advisors, LLC | 15 | $1.39K | 0.00% | +15 | New |
| CVA Family Office, LLC | 15 | $1.39K | 0.00% | +15 | New |
| Clear Point Advisors Inc. | 16 | $1.48K | 0.00% | +4+33.3% | Added |
| Allspring Global Investments Holdings, LLC | 22 | $2.04K | 0.00% | +22 | New |
| GPS Wealth Strategies Group, LLC | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 30 | $2.78K | 0.00% | −28−48.3% | Reduced |
| Rothschild Investment LLC | 35 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 36 | $3.34K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $3.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $3.80K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $4.00K | 0.00% | +50 | New |
| Morton Brown Family Wealth, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Beaird Harris Wealth Management, LLC | 46 | $4.24K | 0.00% | +46 | New |
| JJJ Advisors Inc. | 48 | $4.45K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $4.64K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 50 | $4.64K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 51 | $4.73K | 0.00% | +8+18.6% | Added |
| Lindbrook Capital, LLC | 56 | $5.19K | 0.00% | −30−34.9% | Reduced |
| MV Capital Management, Inc. | 60 | $5.57K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 63 | $5.84K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 65 | $6.03K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 73 | $6.77K | 0.00% | +73 | New |
| Capital Advisors, Ltd. LLC | 77 | $7.00K | 0.00% | +77 | New |
| Washington Trust Advisors, Inc. | 93 | $8.63K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $9.28K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $9.28K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 100 | $9.28K | 0.00% | +100 | New |
| Concord Wealth Partners | 105 | $9.75K | 0.00% | +105 | New |
| South State Corp. | 110 | $10.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 139 | $12.9K | 0.00% | +139 | New |
| Whittier Trust Co | 157 | $14.6K | 0.00% | +157 | New |
| MCF Advisors LLC | 160 | $14.8K | 0.00% | −5−3.0% | Reduced |
| Peregrine Capital Management LLC | 160 | $14.8K | 0.00% | +160 | New |
| Colonial Trust Co | 165 | $15.3K | 0.00% | +165 | New |
| GAMMA Investing LLC | 183 | $17.0K | 0.00% | +62+51.2% | Added |
| TSFG, LLC | 180 | $17.0K | 0.00% | +180 | New |
| CarsonAllaria Wealth Management, Ltd. | 188 | $17.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 194 | $18.0K | 0.00% | +194 | New |
| Covestor Ltd | 214 | $20.0K | 0.01% | −1−0.5% | Reduced |
| Jones Financial Companies LLLP | 231 | $21.4K | 0.00% | +231 | New |
| Ci Investments Inc. | 251 | $23.0K | 0.00% | +251 | New |
| Sandy Spring Bank | 248 | $23.0K | 0.00% | +3+1.2% | Added |
| Arcadia Investment Management Corp | 251 | $23.3K | 0.00% | −58−18.8% | Reduced |
| Huntington National Bank | 261 | $24.2K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 298 | $27.6K | 0.00% | +298 | New |
| Nemes Rush Group LLC | 307 | $28.5K | 0.00% | +307 | New |
| Quarry LP | 308 | $28.6K | 0.01% | +1+0.3% | Added |
| Global Retirement Partners, LLC | 338 | $31.4K | 0.00% | +155+84.7% | Added |
| Rakuten Securities, Inc. | 368 | $34.1K | 0.01% | +367+36,700.0% | Added |
| Mather Group, LLC. | 488 | $34.2K | 0.00% | +488 | New |
| Steward Partners Investment Advisory, LLC | 385 | $35.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 388 | $36.0K | 0.02% | +388 | New |
| Headlands Technologies LLC | 403 | $37.4K | 0.00% | +403 | New |
| Armstrong Advisory Group, Inc | 410 | $38.0K | 0.00% | +410 | New |
| Bogart Wealth, LLC | 440 | $40.8K | 0.00% | −52−10.6% | Reduced |
| Principal Securities, Inc. | 450 | $41.7K | 0.00% | −2,000−81.6% | Reduced |
| SOA Wealth Advisors, LLC. | 500 | $46.4K | 0.01% | +500 | New |
| Harvest Fund Management Co., Ltd | 521 | $48.0K | 0.00% | +521 | New |
| AdvisorNet Financial, Inc | 532 | $49.3K | 0.00% | +522+5,220.0% | Added |
| National Bank of Canada | 550 | $52.3K | 0.00% | −410−42.7% | Reduced |
| CWM, LLC | 578 | $54.0K | 0.00% | +73+14.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 600 | $55.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 606 | $56.2K | 0.01% | −900−59.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 674 | $62.0K | 0.02% | +424+169.6% | Added |
| West Oak Capital, LLC | 872 | $80.9K | 0.03% | +872 | New |
| Northwestern Mutual Wealth Management Co | 875 | $81.2K | 0.00% | +433+98.0% | Added |
| Hollencrest Capital Management | 932 | $86.4K | 0.00% | −2,116−69.4% | Reduced |
| Montag A & Associates Inc | 1,000 | $92.8K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 1,005 | $93.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,008 | $93.5K | 0.02% | +1,008 | New |
| SJS Investment Consulting Inc. | 1,073 | $99.5K | 0.02% | +1,073 | New |
| Clearstead Advisors, LLC | 1,084 | $100.5K | 0.00% | +76+7.5% | Added |
| KBC Group NV | 1,135 | $105.0K | 0.00% | +1,135 | New |
| Gen-Wealth Partners Inc | 1,250 | $115.9K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,430 | $132.6K | 0.09% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,453 | $134.8K | 0.04% | +528+57.1% | Added |
| Ritter Daniher Financial Advisory LLC | 1,500 | $139.1K | 0.04% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,501 | $139.2K | 0.00% | +1,501 | New |
| RiverPark Advisors, LLC | 1,518 | $140.8K | 0.12% | −177−10.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,795 | $166.5K | 0.00% | +366+25.6% | Added |
| Farther Finance Advisors, LLC | 1,803 | $171.8K | 0.01% | −203−10.1% | Reduced |
| Dearborn Partners LLC | 2,174 | $201.6K | 0.01% | +2,174 | New |
| Gladstone Institutional Advisory LLC | 2,195 | $203.6K | 0.01% | −1,480−40.3% | Reduced |