| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | −19−90.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $0 | 0.00% | +1+12.5% | Added |
| Vectors Research Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 29 | $1.00K | 0.00% | −326−91.8% | Reduced |
| AdvisorNet Financial, Inc | 33 | $1.00K | 0.00% | −115−77.7% | Reduced |
| Ellevest, Inc. | 21 | $1.00K | 0.00% | −27−56.3% | Reduced |
| Johnson Midwest Financial, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 16 | $1.00K | 0.00% | +16 | New |
| Kowal Investment Group, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Exane Derivatives | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 44 | $2.00K | 0.00% | +34+340.0% | Added |
| Bell Investment Advisors, Inc | 55 | $2.00K | 0.00% | +55 | New |
| Glen Eagle Advisors, LLC | 66 | $2.81K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 69 | $3.00K | 0.00% | −3−4.2% | Reduced |
| Newton One Investments LLC | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 75 | $3.00K | 0.00% | – | – |
| Rockbridge Investment Management, LCC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 105 | $4.00K | 0.00% | −15−12.5% | Reduced |
| Peoples Financial Services Corp. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 98 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 88 | $4.00K | 0.00% | −8−8.3% | Reduced |
| CX Institutional | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 94 | $4.00K | 0.00% | +94 | New |
| Avion Wealth | 127 | $5.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 134 | $6.00K | 0.00% | −9−6.3% | Reduced |
| Gables Capital Management Inc. | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 131 | $6.00K | 0.00% | +131 | New |
| O'Shaughnessy Asset Management, LLC | 161 | $7.00K | 0.00% | −8−4.7% | Reduced |
| NEXT Financial Group, Inc | 157 | $7.00K | 0.00% | −17−9.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 156 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 156 | $7.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 166 | $7.00K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 173 | $7.36K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 194 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 194 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 192 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 191 | $8.00K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 217 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 213 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 218 | $9.29K | 0.01% | −10,588−98.0% | Reduced |
| Essex Investment Management Co LLC | 245 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 242 | $10.0K | 0.00% | +19+8.5% | Added |
| MD Financial Management Inc. | 266 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 266 | $11.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 286 | $12.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 276 | $12.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 307 | $13.0K | 0.00% | −119−27.9% | Reduced |
| Laurel Wealth Advisors LLC | 305 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 333 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 334 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 337 | $14.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 332 | $14.0K | 0.00% | +133+66.8% | Added |
| PFG Private Wealth Management, LLC | 329 | $14.0K | 0.01% | +329 | New |
| Brewin Dolphin Ltd | 345 | $14.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 360 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 350 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 354 | $15.0K | 0.00% | +354 | New |
| Stonebridge Capital Advisors LLC | 405 | $17.0K | 0.00% | +7+1.8% | Added |
| Hanson & Doremus Investment Management | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 416 | $18.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 412 | $18.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 466 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 474 | $20.0K | 0.00% | +474 | New |
| TCI Wealth Advisors, Inc. | 500 | $21.0K | 0.00% | −18−3.5% | Reduced |
| Acadian Asset Management LLC | 501 | $21.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 496 | $21.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 489 | $21.0K | 0.00% | +167+51.9% | Added |
| Red Cedar Capital, LLC | 525 | $22.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 513 | $22.0K | 0.01% | +55+12.0% | Added |
| First Horizon Advisors, Inc. | 594 | $25.0K | 0.00% | +589+11,780.0% | Added |
| Column Capital Advisors, LLC | 605 | $26.0K | 0.01% | 00.0% | Unchanged |