| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $215 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $215 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $215 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $216 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $324 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4 | $431 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $431 | 0.00% | +4 | New |
| TD Capital Management LLC | 5 | $539 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $539 | 0.00% | +1+25.0% | Added |
| Tortoise Investment Management, LLC | 7 | $754 | 0.00% | +4+133.3% | Added |
| UMA Financial Services, Inc. | 7 | $755 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $803 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $861 | 0.00% | +1+14.3% | Added |
| Transamerica Financial Advisors, Inc. | 8 | $862 | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $862 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 7 | $929 | 0.00% | +1+16.7% | Added |
| AdvisorNet Financial, Inc | 9 | $969 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 9 | $969 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $969 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $1.08K | 0.00% | +10 | New |
| N.E.W. Advisory Services LLC | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 14 | $1.51K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 16 | $1.72K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.83K | 0.00% | +3+21.4% | Added |
| South State Corp. | 18 | $1.94K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 22 | $2.37K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $2.37K | 0.00% | +5+29.4% | Added |
| Bogart Wealth, LLC | 24 | $2.58K | 0.00% | −130−84.4% | Reduced |
| Rossby Financial, LCC | 23 | $2.64K | 0.00% | +23 | New |
| Wolff Wiese Magana LLC | 25 | $2.69K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $2.69K | 0.00% | +4+19.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 26 | $2.80K | 0.00% | +26 | New |
| Atlantic Trust, LLC | 26 | $2.80K | 0.00% | +26 | New |
| Vermillion Wealth Management, Inc. | 26 | $2.80K | 0.00% | +26 | New |
| Avion Wealth | 35 | $3.00K | 0.00% | +4+12.9% | Added |
| Estabrook Capital Management | 30 | $3.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 33 | $3.56K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 35 | $3.77K | 0.00% | +35 | New |
| Cloud Capital Management, LLC | 43 | $4.00K | 0.00% | +43 | New |
| Key Financial Inc | 35 | $4.01K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 38 | $4.09K | 0.00% | +38 | New |
| Stone House Investment Management, LLC | 40 | $4.31K | 0.00% | +40 | New |
| Strategic Wealth Partners, Ltd. | 44 | $4.74K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 50 | $5.39K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 51 | $5.49K | 0.00% | +51 | New |
| Hughes Financial Services, LLC | 34 | $5.67K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 55 | $5.92K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 56 | $6.03K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 69 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 67 | $7.22K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 70 | $7.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $7.65K | 0.00% | −73−50.7% | Reduced |
| Activest Wealth Management | 73 | $7.86K | 0.00% | +66+942.9% | Added |
| Bare Financial Services, Inc | 75 | $8.08K | 0.00% | +12+19.0% | Added |
| Private Wealth Management Group, LLC | 83 | $8.94K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 88 | $9.48K | 0.00% | −32−26.7% | Reduced |
| JFS Wealth Advisors, LLC | 92 | $9.91K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 90 | $10.0K | 0.00% | +90 | New |
| NBC Securities, Inc. | 99 | $10.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 100 | $10.8K | 0.00% | +100 | New |
| WPG Advisers, LLC | 101 | $10.9K | 0.01% | −177−63.7% | Reduced |
| Itau Unibanco Holding S.A. | 108 | $11.6K | 0.00% | +108 | New |
| SOA Wealth Advisors, LLC. | 121 | $13.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 121 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 124 | $13.4K | 0.00% | +3+2.5% | Added |
| Farmers & Merchants Investments Inc | 129 | $13.9K | 0.00% | +8+6.6% | Added |
| Mather Group, LLC. | 141 | $15.2K | 0.00% | +141 | New |
| First Horizon Corp | 148 | $15.9K | 0.00% | +148 | New |
| Colonial Trust Advisors | 150 | $16.2K | 0.00% | +150 | New |
| Sunbelt Securities, Inc. | 150 | $16.2K | 0.00% | +150 | New |
| Ameriflex Group, Inc. | 150 | $16.2K | 0.01% | +150 | New |
| MCF Advisors LLC | 151 | $16.3K | 0.00% | +46+43.8% | Added |
| Prestige Wealth Management Group LLC | 157 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 171 | $18.0K | 0.00% | +17+11.0% | Added |
| ORG Partners LLC | 168 | $18.1K | 0.00% | −19−10.2% | Reduced |
| Assetmark, Inc | 173 | $18.6K | 0.00% | +74+74.7% | Added |
| Daiwa Securities Group Inc. | 200 | $22.0K | 0.00% | −100−33.3% | Reduced |
| Team Financial Group, LLC | 207 | $22.3K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 209 | $22.5K | 0.00% | −134−39.1% | Reduced |
| St Germain D J Co Inc | 218 | $23.5K | 0.00% | 00.0% | Unchanged |
| 1248 Management, LLC | 219 | $23.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 249 | $26.8K | 0.00% | +104+71.7% | Added |
| Close Asset Management Ltd | 247 | $27.0K | 0.00% | +247 | New |
| Parkside Financial Bank & Trust | 261 | $28.1K | 0.00% | +180+222.2% | Added |
| PFS Partners, LLC | 294 | $31.7K | 0.02% | 00.0% | Unchanged |
| Motco | 300 | $32.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 305 | $32.9K | 0.00% | −7−2.2% | Reduced |
| Rise Advisors, LLC | 336 | $36.2K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 349 | $37.6K | 0.00% | +349 | New |
| Quarry LP | 366 | $39.4K | 0.01% | −228−38.4% | Reduced |
| Root Financial Partners, LLC | 373 | $40.2K | 0.00% | +373 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $43.1K | 0.09% | −15−3.6% | Reduced |
| SRS Capital Advisors, Inc. | 419 | $45.1K | 0.00% | −263−38.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 400 | $45.4K | 0.00% | 00.0% | Unchanged |