| Bartlett & Co. Wealth Management LLC | 1 | $40 | 0.00% | −15,079−100.0% | Reduced |
| ORG Partners LLC | 1 | $40 | 0.00% | −500−99.8% | Reduced |
| Concord Wealth Partners | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $40 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $41 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $121 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 7 | $284 | 0.00% | +1+16.7% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $323 | 0.00% | +4+100.0% | Added |
| HFM Investment Advisors, LLC | 8 | $324 | 0.00% | +1+14.3% | Added |
| South State Corp. | 10 | $405 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $405 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $405 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $445 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 13 | $526 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $526 | 0.00% | +13 | New |
| Copia Wealth Management | 14 | $566 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 14 | $566 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $574 | 0.00% | −4−22.2% | Reduced |
| Retirement Wealth Solutions LLC | 18 | $729 | 0.00% | +18 | New |
| Cromwell Holdings LLC | 19 | $769 | 0.00% | +19 | New |
| Cheviot Value Management, LLC | 25 | $854 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24 | $971 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 35 | $1.00K | 0.00% | +35 | New |
| TD Private Client Wealth LLC | 25 | $1.01K | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 28 | $1.13K | 0.00% | +7+33.3% | Added |
| Atlantic Trust, LLC | 29 | $1.17K | 0.00% | +29 | New |
| CVA Family Office, LLC | 32 | $1.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.42K | 0.00% | −10−22.2% | Reduced |
| Archer Investment Corp | 37 | $1.50K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 38 | $1.54K | 0.00% | +38 | New |
| Abound Wealth Management | 38 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 39 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $1.62K | 0.00% | −12−23.1% | Reduced |
| Kilter Group LLC | 42 | $1.70K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 50 | $1.70K | 0.00% | +50 | New |
| Cedar Mountain Advisors, LLC | 49 | $1.98K | 0.00% | +49 | New |
| American Capital Advisory, LLC | 50 | $2.02K | 0.00% | −490−90.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 50 | $2.02K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 50 | $2.02K | 0.00% | +50 | New |
| Leonteq Securities AG | 58 | $2.35K | 0.00% | −1,789−96.9% | Reduced |
| Sunbelt Securities, Inc. | 59 | $2.39K | 0.00% | +59 | New |
| Private Wealth Management Group, LLC | 66 | $2.67K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 68 | $2.75K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 91 | $3.00K | 0.00% | −24−20.9% | Reduced |
| NVWM, LLC | 75 | $3.03K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 79 | $3.20K | 0.00% | +47+146.9% | Added |
| Webster Bank, N. A. | 85 | $3.44K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 85 | $3.44K | 0.00% | +85 | New |
| Medallion Wealth Advisors, LLC | 90 | $3.64K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 105 | $3.94K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.95K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $4.04K | 0.00% | −100−50.0% | Reduced |
| Horizon Financial Services, LLC | 100 | $4.04K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $4.04K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $4.04K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $4.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100 | $4.04K | 0.00% | +100 | New |
| Measured Wealth Private Client Group, LLC | 100 | $4.04K | 0.00% | +100 | New |
| Clayton Financial Group LLC | 100 | $4.04K | 0.00% | +100 | New |
| Nemes Rush Group LLC | 104 | $4.21K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 105 | $4.25K | 0.00% | +105 | New |
| Colonial Trust Co | 118 | $4.77K | 0.00% | +21+21.6% | Added |
| Caitong International Asset Management Co., Ltd | 119 | $4.81K | 0.00% | +119 | New |
| Bogart Wealth, LLC | 131 | $5.30K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 141 | $5.57K | 0.00% | +141 | New |
| Inlight Wealth Management, LLC | 138 | $5.58K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 145 | $5.79K | 0.00% | +112+339.4% | Added |
| Main Street Group, LTD | 146 | $5.91K | 0.00% | +46+46.0% | Added |
| Accredited Wealth Management, LLC | 500 | $6.07K | 0.00% | +305+156.4% | Added |
| Arlington Trust Co LLC | 150 | $6.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 155 | $6.27K | 0.00% | +25+19.2% | Added |
| Blume Capital Management, Inc. | 165 | $6.67K | 0.00% | +130+371.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 195 | $7.89K | 0.00% | −333−63.1% | Reduced |
| Centerpoint Advisors, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 200 | $8.09K | 0.00% | −30−13.0% | Reduced |
| Tradewinds Capital Management, LLC | 200 | $8.09K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 203 | $8.21K | 0.00% | −29,497−99.3% | Reduced |
| Trust Co of Vermont | 208 | $8.41K | 0.00% | −326−61.0% | Reduced |
| CoreCap Advisors, LLC | 208 | $8.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 211 | $8.54K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 250 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 300 | $10.1K | 0.00% | −1,000−76.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 253 | $10.2K | 0.01% | +37+17.1% | Added |
| Principal Securities, Inc. | 272 | $11.0K | 0.00% | −1−0.4% | Reduced |
| Cape Investment Advisory, Inc. | 277 | $11.2K | 0.01% | −49−15.0% | Reduced |
| Optiver Holding B.V. | 279 | $11.3K | 0.00% | −139−33.3% | Reduced |
| Accent Capital Management, LLC | 282 | $11.4K | 0.00% | +133+89.3% | Added |
| Massmutual Trust Co FSB | 283 | $11.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 309 | $11.6K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 300 | $12.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 324 | $13.0K | 0.01% | +324 | New |
| Sterling Capital Management LLC | 323 | $13.1K | 0.00% | +6+1.9% | Added |
| Missouri Trust & Investment Co | 330 | $13.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 350 | $14.2K | 0.00% | +300+600.0% | Added |
| Rise Advisors, LLC | 364 | $14.7K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 398 | $16.1K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 400 | $16.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 400 | $16.2K | 0.00% | 00.0% | Unchanged |