| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Huntington National Bank | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $361 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $362 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3 | $426 | 0.00% | −22−88.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $483 | 0.00% | +1+33.3% | Added |
| Allworth Financial LP | 5 | $628 | 0.00% | +4+400.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $724 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $724 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 7 | $844 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 9 | $1.08K | 0.00% | +9 | New |
| ORG Partners LLC | 10 | $1.21K | 0.00% | −47−82.5% | Reduced |
| TD Private Client Wealth LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 13 | $1.57K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 15 | $1.81K | 0.00% | −4−21.1% | Reduced |
| Strengthening Families & Communities, LLC | 15 | $1.81K | 0.00% | +15 | New |
| Caldwell Sutter Capital, Inc. | 16 | $1.93K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 17 | $2.05K | 0.00% | +17 | New |
| IFP Advisors, Inc | 21 | $2.53K | 0.00% | +21 | New |
| Ares Financial Consulting, LLC | 23 | $2.77K | 0.00% | +23 | New |
| Spire Wealth Management | 25 | $3.00K | 0.00% | +25 | New |
| IFC & Insurance Marketing, Inc. | 25 | $3.00K | 0.00% | +25 | New |
| 1620 Investment Advisors, Inc. | 25 | $3.02K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 26 | $3.14K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 32 | $3.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $3.86K | 0.00% | +2+6.7% | Added |
| SRS Capital Advisors, Inc. | 32 | $3.86K | 0.00% | +14+77.8% | Added |
| Geneos Wealth Management Inc. | 33 | $3.98K | 0.00% | +33 | New |
| True Wealth Design, LLC | 35 | $4.22K | 0.00% | +1+2.9% | Added |
| JFS Wealth Advisors, LLC | 39 | $4.70K | 0.00% | +10+34.5% | Added |
| ZRC Wealth Management, LLC | 40 | $4.83K | 0.00% | +28+233.3% | Added |
| Group One Trading, L.P. | 45 | $5.43K | 0.00% | −280−86.2% | Reduced |
| Elyxium Wealth, LLC | 53 | $6.39K | 0.00% | +53 | New |
| Cornerstone Planning Group LLC | 55 | $7.47K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 68 | $8.15K | 0.00% | +50+277.8% | Added |
| Signature Equity Partners, LLC | 71 | $8.51K | 0.00% | +71 | New |
| SJS Investment Consulting Inc. | 76 | $9.17K | 0.00% | −83−52.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 87 | $10.5K | 0.00% | +87 | New |
| Torren Management, LLC | 90 | $10.9K | 0.01% | +90 | New |
| Smartleaf Asset Management LLC | 93 | $11.2K | 0.00% | +93 | New |
| Scarborough Advisors, LLC | 95 | $11.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $12.1K | 0.00% | +37+58.7% | Added |
| Signaturefd, LLC | 100 | $12.1K | 0.00% | +50+100.0% | Added |
| Leonteq Securities AG | 110 | $13.3K | 0.00% | −191−63.5% | Reduced |
| Bessemer Group Inc | 128 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 130 | $15.7K | 0.00% | +33+34.0% | Added |
| CIBC Private Wealth Group, LLC | 134 | $16.2K | 0.00% | +62+86.1% | Added |
| Versant Capital Management, Inc | 168 | $20.3K | 0.00% | +48+40.0% | Added |
| Root Financial Partners, LLC | 172 | $20.7K | 0.00% | +22+14.7% | Added |
| Assetmark, Inc | 184 | $22.2K | 0.00% | +45+32.4% | Added |
| Wellington Grp LLC | 187 | $22.6K | 0.01% | +187 | New |
| Hilton Head Capital Partners, LLC | 225 | $27.1K | 0.02% | +225 | New |
| CWM, LLC | 259 | $31.0K | 0.00% | +10+4.0% | Added |
| US Bancorp | 269 | $32.4K | 0.00% | +16+6.3% | Added |
| Farther Finance Advisors, LLC | 293 | $35.3K | 0.00% | +33+12.7% | Added |
| Legal & General Group Plc | 330 | $39.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 424 | $51.1K | 0.00% | +60+16.5% | Added |
| Eastern Bank | 426 | $51.4K | 0.00% | +426 | New |
| Fifth Third Bancorp | 429 | $51.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 435 | $52.5K | 0.01% | −2,890−86.9% | Reduced |
| Bell Investment Advisors, Inc | 444 | $53.6K | 0.01% | −5−1.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 450 | $54.3K | 0.01% | +298+196.1% | Added |
| BNP Paribas Arbitrage, SA | 453 | $54.6K | 0.00% | +96+26.9% | Added |
| Triumph Capital Management | 475 | $57.3K | 0.01% | +475 | New |
| Evelyn Partners Investment Management Services Ltd | 528 | $63.7K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 537 | $64.8K | 0.04% | +57+11.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 575 | $69.4K | 0.00% | −175−23.3% | Reduced |
| Cape Investment Advisory, Inc. | 614 | $74.1K | 0.02% | +614 | New |
| Catalyst Capital Advisors LLC | 700 | $84.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 710 | $85.6K | 0.00% | +59+9.1% | Added |
| McIlrath & Eck, LLC | 1,152 | $138.9K | 0.01% | +570+97.9% | Added |
| Transamerica Financial Advisors, Inc. | 1,656 | $199.7K | 0.02% | +179+12.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,663 | $200.6K | 0.06% | −616−27.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,678 | $202.4K | 0.01% | −8−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 1,678 | $202.4K | 0.01% | +1,678 | New |
| Global Retirement Partners, LLC | 1,698 | $204.8K | 0.00% | +209+14.0% | Added |
| Campbell & CO Investment Adviser LLC | 1,734 | $209.1K | 0.01% | −1,087−38.5% | Reduced |
| State of Wyoming | 1,750 | $211.1K | 0.02% | −2,030−53.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,660 | $211.3K | 0.00% | +1,660 | New |
| Insigneo Advisory Services, LLC | 1,809 | $218.2K | 0.02% | +1,809 | New |
| Steward Partners Investment Advisory, LLC | 1,813 | $218.6K | 0.00% | +2+0.1% | Added |
| Csenge Advisory Group | 1,828 | $220.5K | 0.01% | −9−0.5% | Reduced |
| Pensionmark Financial Group, LLC | 1,844 | $222.4K | 0.00% | +1,844 | New |
| Merit Financial Group, LLC | 1,879 | $226.6K | 0.00% | +129+7.4% | Added |
| Confluence Investment Management LLC | 1,880 | $226.7K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,957 | $236.0K | 0.09% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,971 | $237.7K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,000 | $241.2K | 0.12% | +2,000 | New |
| PenderFund Capital Management Ltd. | 2,048 | $247.0K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,175 | $262.3K | 0.20% | +2,175 | New |
| Focus Financial Network, Inc. | 2,193 | $264.5K | 0.01% | +102+4.9% | Added |
| BTG Pactual Asset Management US LLC | 2,228 | $268.7K | 0.03% | +2,228 | New |
| Colony Group, LLC | 2,265 | $273.2K | 0.00% | +2,265 | New |
| Optimist Retirement Group LLC | 2,337 | $281.9K | 0.13% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,461 | $296.8K | 0.66% | +2,461 | New |
| CM Management, LLC | 2,500 | $301.5K | 0.25% | −6,500−72.2% | Reduced |
| AQR Capital Management LLC | 2,499 | $301.7K | 0.00% | +2,499 | New |