| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| NBC Securities, Inc. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $118 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $142 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 4 | $235 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 5 | $293 | 0.00% | +5 | New |
| Acumen Wealth Advisors, LLC | 5 | $294 | 0.00% | +5 | New |
| Greykasell Wealth Strategies, Inc. | 7 | $411 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $411 | 0.00% | +7 | New |
| Frazier Financial Advisors, LLC | 8 | $470 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $528 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $528 | 0.00% | +9 | New |
| TD Waterhouse Canada Inc. | 10 | $587 | 0.00% | −580−98.3% | Reduced |
| DAGCO, Inc. | 10 | $587 | 0.00% | −300−96.8% | Reduced |
| Optiver Holding B.V. | 10 | $587 | 0.00% | −203−95.3% | Reduced |
| Litman Gregory Asset Management LLC | 10 | $587 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $587 | 0.00% | +10 | New |
| Basecamp Wealth Advisors LLC | 10 | $587 | 0.00% | +10 | New |
| Accordant Advisory Group Inc | 11 | $646 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 11 | $646 | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 10 | $721 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 13 | $763 | 0.00% | −3−18.8% | Reduced |
| NBT Bank N A | 59 | $763 | 0.00% | −1−1.7% | Reduced |
| American Capital Advisory, LLC | 13 | $763 | 0.00% | +13 | New |
| Keating Financial Advisory Services, Inc. | 13 | $763 | 0.00% | +13 | New |
| North Star Investment Management Corp. | 16 | $939 | 0.00% | −35−68.6% | Reduced |
| Ameriflex Group, Inc. | 17 | $998 | 0.00% | −17−50.0% | Reduced |
| Resources Management Corp | 15 | $1.00K | 0.00% | +3+25.0% | Added |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | +21 | New |
| Cromwell Holdings LLC | 18 | $1.06K | 0.00% | +8+80.0% | Added |
| Cape Investment Advisory, Inc. | 18 | $1.06K | 0.00% | +18 | New |
| Signature Resources Capital Management, LLC | 19 | $1.11K | 0.00% | +19 | New |
| HHM Wealth Advisors, LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $1.23K | 0.00% | +21 | New |
| Hamrick Investment Counsel, llc | 24 | $1.41K | 0.00% | +24 | New |
| Quaker Wealth Management, LLC | 26 | $1.53K | 0.00% | +11+73.3% | Added |
| Principia Wealth Advisory, LLC | 26 | $1.53K | 0.00% | +21+420.0% | Added |
| Rossby Financial, LCC | 29 | $1.70K | 0.00% | −46−61.3% | Reduced |
| Private Wealth Management Group, LLC | 35 | $2.06K | 0.00% | +35 | New |
| Cullen/Frost Bankers, Inc. | 39 | $2.29K | 0.00% | +28+254.5% | Added |
| Financial Management Professionals, Inc. | 40 | $2.35K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 40 | $2.51K | 0.00% | −10−20.0% | Reduced |
| Bell Investment Advisors, Inc | 43 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 44 | $2.58K | 0.00% | 00.0% | Unchanged |
| Arbor Wealth Management LLC | 45 | $2.64K | 0.00% | +45 | New |
| MCF Advisors LLC | 45 | $2.64K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 48 | $2.82K | 0.00% | +13+37.1% | Added |
| Hallmark Capital Management Inc | 49 | $2.88K | 0.00% | +49 | New |
| Mark Sheptoff Financial Planning, LLC | 50 | $2.94K | 0.00% | −100−66.7% | Reduced |
| Morton Brown Family Wealth, LLC | 50 | $2.94K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 50 | $2.94K | 0.00% | +50 | New |
| Hazlett, Burt & Watson, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 53 | $3.11K | 0.00% | +53 | New |
| NVWM, LLC | 54 | $3.17K | 0.00% | +12+28.6% | Added |
| Transamerica Financial Advisors, Inc. | 57 | $3.35K | 0.00% | +45+375.0% | Added |
| Atlantic Trust, LLC | 57 | $3.35K | 0.00% | +20+54.1% | Added |
| Wall Street Access Asset Management, LLC | 60 | $3.52K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 60 | $3.52K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 63 | $3.70K | 0.00% | +63 | New |
| First Horizon Corp | 76 | $4.46K | 0.00% | −20−20.8% | Reduced |
| Farmers & Merchants Investments Inc | 76 | $4.46K | 0.00% | +7+10.1% | Added |
| Nisa Investment Advisors, LLC | 78 | $4.58K | 0.00% | +28+56.0% | Added |
| Estabrook Capital Management | 80 | $4.70K | 0.00% | +40+100.0% | Added |
| MV Capital Management, Inc. | 82 | $4.81K | 0.00% | +20+32.3% | Added |
| Bulwark Capital Corp | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $5.87K | 0.00% | +50+100.0% | Added |
| Concord Wealth Partners | 105 | $6.17K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 107 | $6.28K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 108 | $6.30K | 0.00% | +91+535.3% | Added |
| Quadrant Capital Group LLC | 114 | $6.69K | 0.00% | −2,149−95.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 125 | $7.34K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 125 | $7.34K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 132 | $7.75K | 0.00% | −200−60.2% | Reduced |
| South State Corp. | 134 | $7.86K | 0.00% | +24+21.8% | Added |
| Huntington National Bank | 139 | $8.16K | 0.00% | +5+3.7% | Added |
| Flagship Harbor Advisors, LLC | 141 | $8.28K | 0.00% | +141 | New |
| Toth Financial Advisory Corp | 150 | $8.80K | 0.00% | −357−70.4% | Reduced |
| BFSG, LLC | 150 | $8.80K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $8.80K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 154 | $9.04K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 156 | $9.16K | 0.00% | −1,273−89.1% | Reduced |
| Parkside Financial Bank & Trust | 156 | $9.16K | 0.00% | +124+387.5% | Added |
| Peregrine Capital Management LLC | 160 | $9.39K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 165 | $9.68K | 0.00% | −50−23.3% | Reduced |
| Anchor Investment Management, LLC | 175 | $10.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 159 | $10.7K | 0.00% | −222−58.3% | Reduced |
| Private Trust Co NA | 185 | $10.9K | 0.00% | +94+103.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 201 | $11.8K | 0.00% | +201 | New |
| Modus Advisors, LLC | 204 | $12.0K | 0.00% | +204 | New |
| Massmutual Trust Co FSB | 211 | $12.4K | 0.00% | +188+817.4% | Added |
| WPG Advisers, LLC | 250 | $14.7K | 0.01% | +125+100.0% | Added |
| Stone House Investment Management, LLC | 255 | $15.0K | 0.00% | −81−24.1% | Reduced |
| Ancora Advisors, LLC | 268 | $15.7K | 0.00% | +2+0.8% | Added |
| Quattro Advisors LLC | 283 | $16.6K | 0.01% | +283 | New |
| Salomon & Ludwin, LLC | 272 | $17.3K | 0.00% | +272 | New |