| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −75−97.4% | Reduced |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $248 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $248 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 3 | $372 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 4 | $495 | 0.00% | −10−71.4% | Reduced |
| Cape Investment Advisory, Inc. | 4 | $495 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $495 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $495 | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 4 | $496 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7 | $867 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 9 | $1.00K | 0.00% | +9 | New |
| Glen Eagle Advisors, LLC | 9 | $1.11K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $1.24K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 10 | $1.24K | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $1.24K | 0.00% | +10 | New |
| GPS Wealth Strategies Group, LLC | 12 | $1.49K | 0.00% | −13−52.0% | Reduced |
| CVA Family Office, LLC | 15 | $1.86K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 16 | $1.98K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 17 | $2.10K | 0.00% | +11+183.3% | Added |
| First Horizon Advisors, Inc. | 19 | $2.35K | 0.00% | +19 | New |
| GeoWealth Management, LLC | 19 | $2.35K | 0.00% | +19 | New |
| Prestige Wealth Management Group LLC | 25 | $3.10K | 0.00% | −16−39.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 25 | $3.10K | 0.00% | +25 | New |
| Strategic Investment Solutions, Inc. | 26 | $3.22K | 0.00% | +26 | New |
| WR Wealth Planners, LLC | 31 | $3.84K | 0.00% | +1+3.3% | Added |
| Signaturefd, LLC | 32 | $3.96K | 0.00% | +32 | New |
| Venturi Wealth Management, LLC | 35 | $4.33K | 0.00% | +35 | New |
| Bellevue Asset Management, LLC | 36 | $4.46K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 36 | $4.46K | 0.00% | +1+2.9% | Added |
| Heritage Wealth Advisors | 40 | $4.95K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 37 | $5.00K | 0.00% | +37 | New |
| Continuum Advisory, LLC | 41 | $5.67K | 0.00% | +41 | New |
| Hantz Financial Services, Inc. | 45 | $6.00K | 0.00% | +45 | New |
| Caldwell Sutter Capital, Inc. | 50 | $6.19K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 50 | $6.19K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $6.44K | 0.00% | +2+4.0% | Added |
| Meeder Asset Management Inc | 57 | $7.06K | 0.00% | +57 | New |
| MV Capital Management, Inc. | 62 | $7.68K | 0.00% | +2+3.3% | Added |
| Laurel Wealth Advisors LLC | 63 | $7.80K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 65 | $8.05K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 67 | $8.30K | 0.00% | +45+204.5% | Added |
| Bell Investment Advisors, Inc | 70 | $8.67K | 0.00% | +19+37.3% | Added |
| Larson Financial Group LLC | 73 | $9.04K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 84 | $10.4K | 0.01% | +84 | New |
| True Wealth Design, LLC | 89 | $11.0K | 0.00% | +89 | New |
| Washington Trust Advisors, Inc. | 93 | $11.5K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 97 | $12.0K | 0.00% | +97 | New |
| North Star Investment Management Corp. | 98 | $12.1K | 0.00% | +98 | New |
| Halpern Financial, Inc. | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $12.4K | 0.00% | +100 | New |
| Nordwand Advisors, LLC | 100 | $12.4K | 0.00% | +100 | New |
| Prosperity Financial Group, Inc. | 100 | $12.4K | 0.01% | +100 | New |
| Concord Wealth Partners | 105 | $13.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 107 | $13.3K | 0.00% | −499−82.3% | Reduced |
| South State Corp. | 110 | $13.6K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 119 | $14.7K | 0.00% | +119 | New |
| Principal Securities, Inc. | 120 | $14.9K | 0.00% | −330−73.3% | Reduced |
| Lindbrook Capital, LLC | 121 | $15.0K | 0.00% | +65+116.1% | Added |
| MCF Advisors LLC | 129 | $16.0K | 0.00% | −31−19.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 132 | $16.3K | 0.00% | +132 | New |
| Stone House Investment Management, LLC | 144 | $17.8K | 0.00% | +144 | New |
| Skopos Labs, Inc. | 150 | $18.6K | 0.01% | +150 | New |
| Parkside Financial Bank & Trust | 152 | $18.8K | 0.00% | +13+9.4% | Added |
| CNB Bank | 153 | $18.9K | 0.01% | +153 | New |
| Whittier Trust Co | 157 | $19.4K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 160 | $19.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 165 | $20.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 188 | $23.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 194 | $24.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 220 | $27.0K | 0.01% | +40+22.2% | Added |
| Armstrong Advisory Group, Inc | 250 | $31.0K | 0.00% | −160−39.0% | Reduced |
| Caption Management, LLC | 268 | $33.2K | 0.00% | +268 | New |
| Huntington National Bank | 269 | $33.3K | 0.00% | +8+3.1% | Added |
| Jamison Private Wealth Management, Inc. | 298 | $36.9K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 298 | $36.9K | 0.00% | +50+20.2% | Added |
| Ci Investments Inc. | 298 | $37.0K | 0.00% | +47+18.7% | Added |
| Bogart Wealth, LLC | 308 | $38.1K | 0.00% | −132−30.0% | Reduced |
| GAMMA Investing LLC | 308 | $38.1K | 0.00% | +125+68.3% | Added |
| Harbour Investments, Inc. | 315 | $39.0K | 0.00% | +315 | New |
| Parallel Advisors, LLC | 332 | $41.1K | 0.00% | +317+2,113.3% | Added |
| SOA Wealth Advisors, LLC. | 365 | $45.2K | 0.01% | −135−27.0% | Reduced |
| Sunbelt Securities, Inc. | 400 | $49.5K | 0.00% | +400 | New |
| Global Retirement Partners, LLC | 451 | $55.9K | 0.00% | +113+33.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 534 | $66.0K | 0.02% | −140−20.8% | Reduced |
| West Oak Capital, LLC | 536 | $66.4K | 0.01% | −336−38.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 545 | $67.5K | 0.00% | +160+41.6% | Added |
| Gen-Wealth Partners Inc | 545 | $72.9K | 0.03% | −705−56.4% | Reduced |
| C M Bidwell & Associates Ltd | 591 | $73.2K | 0.04% | −839−58.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 600 | $74.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 709 | $87.8K | 0.00% | +709 | New |
| ORG Partners LLC | 750 | $92.9K | 0.01% | +750 | New |
| Jones Financial Companies LLLP | 754 | $93.3K | 0.00% | +523+226.4% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $99.1K | 0.00% | +800 | New |
| RiverPark Advisors, LLC | 810 | $100.3K | 0.08% | −708−46.6% | Reduced |