| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| Fortis Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 2 | $282 | 0.00% | – | – |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | +5 | New |
| Better Money Decisions, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Steward Financial Group LLC | 14 | $1.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 14 | $1.98K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 13 | $2.00K | 0.00% | −576−97.8% | Reduced |
| Creative Financial Designs Inc | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $2.00K | 0.00% | +1+6.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 12 | $2.00K | 0.00% | +12 | New |
| Hexagon Capital Partners LLC | 11 | $2.00K | 0.00% | +11 | New |
| PrairieView Partners, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 24 | $3.00K | 0.00% | +14+140.0% | Added |
| Loomis Sayles & Co L P | 24 | $3.00K | 0.00% | +24 | New |
| Sargent Bickham Lagudis LLC | 24 | $3.00K | 0.00% | +24 | New |
| Rise Advisors, LLC | 22 | $3.00K | 0.00% | +22 | New |
| Goodman Advisory Group, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Exane Derivatives | 24 | $3.40K | 0.00% | −2,810−99.2% | Reduced |
| SOA Wealth Advisors, LLC. | 31 | $4.00K | 0.00% | −353−91.9% | Reduced |
| Horan Securities, Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $6.00K | 0.01% | +30+200.0% | Added |
| Covington Capital Management | 40 | $6.00K | 0.00% | +37+1,233.3% | Added |
| Westside Investment Management, Inc. | 43 | $6.00K | 0.00% | +43 | New |
| Sugarloaf Wealth Management, LLC | 53 | $7.00K | 0.00% | −135−71.8% | Reduced |
| Selective Wealth Management, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 46 | $7.00K | 0.00% | +46 | New |
| Carolina Wealth Advisors, LLC | 57 | $8.00K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $8.49K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 64 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 70 | $10.0K | 0.00% | +70 | New |
| Hoese & Co LLP | 75 | $11.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 78 | $11.0K | 0.00% | +78 | New |
| Front Row Advisors LLC | 83 | $12.0K | 0.01% | −3−3.5% | Reduced |
| Sittner & Nelson, LLC | 85 | $12.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 92 | $13.0K | 0.01% | +1+1.1% | Added |
| JFS Wealth Advisors, LLC | 89 | $13.0K | 0.00% | +37+71.2% | Added |
| Dividend Assets Capital, LLC | 100 | $14.0K | 0.00% | −190−65.5% | Reduced |
| Pinnacle Bancorp, Inc. | 97 | $14.0K | 0.01% | −18−15.7% | Reduced |
| Tradition Wealth Management, LLC | 102 | $14.0K | 0.00% | +1+1.0% | Added |
| Washington Trust Co | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $14.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 107 | $15.0K | 0.00% | −375−77.8% | Reduced |
| Coastal Capital Group, Inc. | 104 | $15.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 110 | $16.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 122 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 123 | $17.0K | 0.01% | +123 | New |
| Washington Trust Advisors, Inc. | 128 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 125 | $18.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 129 | $18.3K | 0.01% | +129 | New |
| HC Financial Advisors Inc | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 157 | $22.0K | 0.00% | −2−1.3% | Reduced |
| CVA Family Office, LLC | 157 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 152 | $22.0K | 0.05% | +13+9.4% | Added |
| CoreCap Advisors, LLC | 156 | $22.0K | 0.00% | +156 | New |
| New Millennium Group LLC | 157 | $22.0K | 0.02% | +157 | New |
| Money Concepts Capital Corp | 198 | $28.0K | 0.00% | −338−63.1% | Reduced |
| Pittenger & Anderson Inc | 199 | $28.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 198 | $28.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 200 | $28.3K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 200 | $28.3K | 0.00% | +200 | New |
| Focused Wealth Management, Inc | 202 | $29.0K | 0.01% | +1+0.5% | Added |
| Crewe Advisors LLC | 202 | $29.0K | 0.01% | +202 | New |
| Estabrook Capital Management | 217 | $30.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 224 | $31.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 230 | $32.5K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 235 | $33.0K | 0.01% | −20−7.8% | Reduced |
| Massmutual Trust Co FSB | 230 | $33.0K | 0.00% | +20+9.5% | Added |
| Ci Investments Inc. | 239 | $34.0K | 0.00% | −534−69.1% | Reduced |
| Pin Oak Investment Advisors Inc | 240 | $34.0K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 247 | $35.0K | 0.02% | −50−16.8% | Reduced |
| Iron Horse Wealth Management, LLC | 250 | $35.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 251 | $35.5K | 0.00% | +35+16.2% | Added |
| MV Capital Management, Inc. | 260 | $37.0K | 0.01% | +210+420.0% | Added |
| Hanson & Doremus Investment Management | 270 | $38.0K | 0.01% | −17−5.9% | Reduced |
| FinTrust Capital Advisors, LLC | 268 | $38.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 278 | $39.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 283 | $40.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 285 | $40.0K | 0.02% | +1+0.4% | Added |
| Quent Capital, LLC | 284 | $40.0K | 0.01% | +1+0.4% | Added |
| Sterling Investment Advisors, Ltd. | 292 | $41.0K | 0.01% | −34−10.4% | Reduced |
| Trust Co of Vermont | 300 | $42.0K | 0.00% | +300 | New |
| Bartlett & Co. LLC | 304 | $43.0K | 0.00% | +18+6.3% | Added |
| Bartlett & Co. Wealth Management LLC | 304 | $43.0K | 0.00% | +18+6.3% | Added |
| Northwest Investment Counselors, LLC | 310 | $44.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 317 | $44.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 316 | $45.0K | 0.02% | +254+409.7% | Added |