| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $0 | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $46 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $46 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $93 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $93 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 2 | $100 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3 | $139 | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3 | $139 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $186 | 0.00% | +2+100.0% | Added |
| Horizon Investments, LLC | 5 | $232 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $256 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $279 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 6 | $279 | 0.00% | +6 | New |
| NewSquare Capital LLC | 7 | $325 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 7 | $325 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $372 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 15 | $695 | 0.00% | +15 | New |
| Burkett Financial Services, LLC | 15 | $696 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $835 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $882 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 20 | $928 | 0.00% | −52−72.2% | Reduced |
| Fortitude Family Office, LLC | 20 | $928 | 0.00% | +20 | New |
| Pandora Wealth, Inc. | 26 | $1.21K | 0.00% | +26 | New |
| Colonial Trust Co | 27 | $1.25K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 28 | $1.30K | 0.00% | −24−46.2% | Reduced |
| Cromwell Holdings LLC | 30 | $1.39K | 0.00% | +20+200.0% | Added |
| Rialto Wealth Management, LLC | 30 | $1.39K | 0.00% | +25+500.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 40 | $1.86K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 43 | $2.00K | 0.00% | +43 | New |
| Hemington Wealth Management | 44 | $2.00K | 0.00% | +8+22.2% | Added |
| Briaud Financial Planning, Inc | 57 | $2.00K | 0.00% | +57 | New |
| Total Investment Management Inc | 48 | $2.23K | 0.00% | +48 | New |
| Brown Brothers Harriman & Co | 49 | $2.27K | 0.00% | +49 | New |
| Private Wealth Management Group, LLC | 49 | $2.27K | 0.00% | 00.0% | Unchanged |
| Summerhill Capital Management lnc. | 50 | $2.30K | 0.00% | +50 | New |
| Park Place Capital Corp | 51 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $2.74K | 0.00% | +28+90.3% | Added |
| MV Capital Management, Inc. | 69 | $3.20K | 0.00% | −2−2.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 69 | $3.20K | 0.00% | +12+21.1% | Added |
| Itau Unibanco Holding S.A. | 93 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 75 | $3.48K | 0.00% | −16−17.6% | Reduced |
| FSA Wealth Management LLC | 75 | $3.48K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 76 | $3.53K | 0.00% | +30+65.2% | Added |
| South State Corp. | 84 | $3.90K | 0.00% | +5+6.3% | Added |
| Rothschild Investment LLC | 85 | $3.94K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 85 | $3.94K | 0.00% | +50+142.9% | Added |
| Anchor Investment Management, LLC | 90 | $4.17K | 0.00% | +90 | New |
| Prestige Wealth Management Group LLC | 92 | $4.27K | 0.00% | −337−78.6% | Reduced |
| Sachetta, LLC | 94 | $4.36K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 81 | $4.43K | 0.00% | +81 | New |
| Garde Capital, Inc. | 100 | $4.64K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 103 | $4.78K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 110 | $5.10K | 0.00% | −22,540−99.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 113 | $5.24K | 0.00% | +65+135.4% | Added |
| Trust Co of Vermont | 114 | $5.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 124 | $5.75K | 0.00% | +14+12.7% | Added |
| Fairscale Capital, LLC | 127 | $5.76K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 136 | $6.31K | 0.00% | +3+2.3% | Added |
| First Horizon Advisors, Inc. | 144 | $6.68K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 147 | $6.82K | 0.00% | +147 | New |
| Montag A & Associates Inc | 150 | $6.96K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 150 | $6.96K | 0.01% | +150 | New |
| CarsonAllaria Wealth Management, Ltd. | 189 | $8.77K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 199 | $9.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 214 | $9.93K | 0.00% | +209+4,180.0% | Added |
| Main Street Group, LTD | 216 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 251 | $11.6K | 0.00% | −339−57.5% | Reduced |
| Hollencrest Capital Management | 270 | $12.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 280 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 279 | $13.0K | 0.00% | −9−3.1% | Reduced |
| Smartleaf Asset Management LLC | 285 | $13.1K | 0.00% | −159−35.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 300 | $13.9K | 0.00% | −37−11.0% | Reduced |
| Ci Investments Inc. | 310 | $14.0K | 0.00% | +23+8.0% | Added |
| Toth Financial Advisory Corp | 311 | $14.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 344 | $16.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 347 | $16.0K | 0.01% | −1−0.3% | Reduced |
| NBT Bank N A | 350 | $16.2K | 0.00% | +50+16.7% | Added |
| Whittier Trust Co | 374 | $17.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 389 | $18.0K | 0.00% | +26+7.2% | Added |
| HM Payson & Co | 400 | $18.6K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 400 | $18.6K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 409 | $19.0K | 0.00% | +409 | New |
| Rise Advisors, LLC | 439 | $20.4K | 0.01% | +28+6.8% | Added |
| Salem Investment Counselors Inc | 453 | $21.0K | 0.00% | −25−5.2% | Reduced |
| Beacon Capital Management, LLC | 453 | $21.0K | 0.00% | +3+0.7% | Added |
| Atlantic Union Bankshares Corp | 468 | $21.7K | 0.00% | +468 | New |
| Financially Speaking Inc | 500 | $23.2K | 0.02% | +500 | New |
| Ronald Blue Trust, Inc. | 524 | $24.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 529 | $24.5K | 0.00% | +14+2.7% | Added |
| NBC Securities, Inc. | 540 | $25.0K | 0.00% | +440+440.0% | Added |
| Clearstead Advisors, LLC | 600 | $27.8K | 0.00% | +479+395.9% | Added |
| Orion Capital Management LLC | 700 | $32.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 719 | $33.0K | 0.00% | +719 | New |
| Tidemark, LLC | 727 | $33.7K | 0.01% | +543+295.1% | Added |
| Essential Partners LLC | 751 | $34.8K | 0.01% | +751 | New |
| Hantz Financial Services, Inc. | 788 | $37.0K | 0.00% | +738+1,476.0% | Added |