| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 0 | $39 | 0.00% | −110−100.0% | Reduced |
| MV Capital Management, Inc. | 1 | $89 | 0.00% | +1 | New |
| Planning Capital Management Corp | 1 | $89 | 0.00% | +1 | New |
| Vermillion & White Wealth Management Group, LLC | 14 | $124 | 0.00% | +14 | New |
| First Personal Financial Services | 4 | $356 | 0.00% | +4 | New |
| Caitlin John, LLC | 4 | $411 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $445 | 0.00% | +5 | New |
| Riverview Trust Co | 6 | $533 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $591 | 0.00% | +6 | New |
| Rothschild Investment LLC | 8 | $711 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $889 | 0.00% | −85,810−100.0% | Reduced |
| Claris Advisors, LLC | 10 | $889 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $1.25K | 0.00% | +2+16.7% | Added |
| Bogart Wealth, LLC | 15 | $1.33K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 16 | $1.42K | 0.00% | +16 | New |
| Continuum Advisory, LLC | 16 | $1.60K | 0.00% | +16 | New |
| Assetmark, Inc | 20 | $1.78K | 0.00% | −35−63.6% | Reduced |
| TD Private Client Wealth LLC | 21 | $1.87K | 0.00% | +4+23.5% | Added |
| Skopos Labs, Inc. | 21 | $1.87K | 0.00% | +21 | New |
| Avion Wealth | 23 | $2.00K | 0.00% | +7+43.8% | Added |
| GHP Investment Advisors, Inc. | 25 | $2.22K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.22K | 0.00% | +25 | New |
| Huntington National Bank | 26 | $2.31K | 0.00% | +11+73.3% | Added |
| Estabrook Capital Management | 30 | $2.67K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 32 | $2.85K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 34 | $3.02K | 0.00% | +4+13.3% | Added |
| TruNorth Capital Management, LLC | 35 | $3.11K | 0.00% | +35 | New |
| Fortitude Family Office, LLC | 40 | $3.56K | 0.00% | +40 | New |
| Hoese & Co LLP | 44 | $3.91K | 0.00% | +44 | New |
| GeoWealth Management, LLC | 45 | $4.00K | 0.00% | +45 | New |
| Sachetta, LLC | 46 | $4.09K | 0.00% | +32+228.6% | Added |
| Farmers & Merchants Investments Inc | 50 | $4.45K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 52 | $4.62K | 0.00% | +12+30.0% | Added |
| Principal Securities, Inc. | 54 | $4.80K | 0.00% | +54 | New |
| Legacy Investment Solutions, LLC | 51 | $5.24K | 0.00% | +51 | New |
| Legacy Wealth Managment, LLC | 51 | $5.24K | 0.00% | +51 | New |
| Federation des caisses Desjardins du Quebec | 65 | $5.78K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 73 | $6.49K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 74 | $6.58K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 75 | $6.67K | 0.00% | −350−82.4% | Reduced |
| Venturi Wealth Management, LLC | 78 | $6.93K | 0.00% | +78 | New |
| Hemington Wealth Management | 77 | $7.00K | 0.00% | +77 | New |
| Capital Performance Advisors LLP | 79 | $7.02K | 0.00% | +79 | New |
| Sound Income Strategies, LLC | 83 | $7.38K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 90 | $8.00K | 0.02% | +51+130.8% | Added |
| JFS Wealth Advisors, LLC | 92 | $8.18K | 0.00% | +5+5.7% | Added |
| Motco | 100 | $8.89K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 111 | $9.87K | 0.00% | +11+11.0% | Added |
| SOA Wealth Advisors, LLC. | 121 | $10.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 129 | $11.5K | 0.00% | −194−60.1% | Reduced |
| Bessemer Group Inc | 135 | $12.0K | 0.00% | +41+43.6% | Added |
| Allworth Financial LP | 137 | $12.2K | 0.00% | +17+14.2% | Added |
| Massmutual Trust Co FSB | 138 | $12.3K | 0.00% | +20+16.9% | Added |
| MCF Advisors LLC | 167 | $14.8K | 0.00% | +3+1.8% | Added |
| Community Bank, N.A. | 200 | $17.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 277 | $20.1K | 0.00% | −5−1.8% | Reduced |
| Accent Capital Management, LLC | 227 | $20.2K | 0.01% | +227 | New |
| Bell Investment Advisors, Inc | 228 | $20.3K | 0.00% | +36+18.8% | Added |
| EverSource Wealth Advisors, LLC | 231 | $20.5K | 0.00% | +36+18.5% | Added |
| Smartleaf Asset Management LLC | 248 | $22.3K | 0.00% | +85+52.1% | Added |
| FNY Investment Advisers, LLC | 296 | $26.0K | 0.01% | −158−34.8% | Reduced |
| PFS Partners, LLC | 294 | $26.1K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 300 | $26.7K | 0.01% | +300 | New |
| Allspring Global Investments Holdings, LLC | 321 | $28.5K | 0.00% | −76−19.1% | Reduced |
| Covestor Ltd | 330 | $29.0K | 0.02% | −1,146−77.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 400 | $35.6K | 0.00% | −100−20.0% | Reduced |
| Peregrine Capital Management LLC | 400 | $35.6K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 500 | $36.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 415 | $36.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 417 | $37.1K | 0.00% | +147+54.4% | Added |
| Umb Bank N A | 431 | $38.3K | 0.00% | +356+474.7% | Added |
| AdvisorNet Financial, Inc | 446 | $39.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 449 | $39.9K | 0.01% | −600−57.2% | Reduced |
| Rise Advisors, LLC | 457 | $40.6K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 464 | $41.3K | 0.00% | +464 | New |
| Center for Financial Planning, Inc. | 500 | $44.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 540 | $48.0K | 0.01% | +60+12.5% | Added |
| Salomon & Ludwin, LLC | 593 | $52.7K | 0.01% | +83+16.3% | Added |
| Founders Capital Management | 600 | $53.3K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 641 | $57.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 667 | $59.3K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 700 | $62.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 700 | $62.0K | 0.00% | +700 | New |
| Twin Tree Management, LP | 709 | $63.0K | 0.00% | +709 | New |
| Northwest Financial Advisors | 750 | $66.7K | 0.05% | +750 | New |
| Jones Financial Companies LLLP | 753 | $67.6K | 0.00% | +509+208.6% | Added |
| Harvest Fund Management Co., Ltd | 770 | $68.0K | 0.00% | −1,384−64.3% | Reduced |
| Compass Wealth Management LLC | 780 | $69.3K | 0.02% | −400−33.9% | Reduced |
| Knuff & Co LLC | 800 | $71.1K | 0.02% | +100+14.3% | Added |
| Steward Partners Investment Advisory, LLC | 809 | $71.9K | 0.00% | −186−18.7% | Reduced |
| Leonteq Securities AG | 893 | $79.4K | 0.01% | −2,040−69.6% | Reduced |
| HGK Asset Management Inc | 927 | $82.4K | 0.02% | −457−33.0% | Reduced |
| IFP Advisors, Inc | 967 | $86.0K | 0.00% | +47+5.1% | Added |
| Parallel Advisors, LLC | 996 | $88.6K | 0.00% | +396+66.0% | Added |
| Godsey & Gibb Associates | 1,080 | $96.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,268 | $112.7K | 0.01% | +597+89.0% | Added |