| Raleigh Capital Management Inc. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $61 | 0.00% | −47−97.9% | Reduced |
| Eastern Bank | 1 | $61 | 0.00% | +1 | New |
| Glen Eagle Advisors, LLC | 2 | $121 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $122 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 4 | $243 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 6 | $364 | 0.00% | +6 | New |
| CVA Family Office, LLC | 8 | $485 | 0.00% | −8−50.0% | Reduced |
| GWM Advisors LLC | 9 | $545 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 9 | $545 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 10 | $598 | 0.00% | +10 | New |
| Tucker Asset Management LLC | 10 | $606 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 11 | $672 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 12 | $727 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $734 | 0.00% | +4+50.0% | Added |
| Root Financial Partners, LLC | 13 | $788 | 0.00% | +3+30.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $848 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 14 | $849 | 0.00% | +14 | New |
| IAG Wealth Partners, LLC | 15 | $909 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $970 | 0.00% | 00.0% | Unchanged |
| Motco | 16 | $970 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $970 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $1.00K | 0.00% | −8−20.0% | Reduced |
| CX Institutional | 24 | $1.00K | 0.00% | +24 | New |
| Winthrop Capital Management, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Retirement Wealth Solutions LLC | 17 | $1.03K | 0.00% | +10+142.9% | Added |
| Plato Investment Management Ltd | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $1.15K | 0.00% | −16−45.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 19 | $1.15K | 0.00% | +19 | New |
| Essential Partners LLC | 21 | $1.28K | 0.00% | +11+110.0% | Added |
| TFC Financial Management | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 22 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $1.46K | 0.00% | −51−68.0% | Reduced |
| Principia Wealth Advisory, LLC | 24 | $1.46K | 0.00% | +1+4.3% | Added |
| First Horizon Corp | 26 | $1.58K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $1.64K | 0.00% | −7−20.6% | Reduced |
| Sunrise Financial Services, LLC | 27 | $1.64K | 0.00% | +27 | New |
| Cape Investment Advisory, Inc. | 31 | $1.88K | 0.00% | −1−3.1% | Reduced |
| Fortitude Family Office, LLC | 31 | $1.88K | 0.00% | +9+40.9% | Added |
| Granite FO LLC | 32 | $1.94K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 33 | $2.00K | 0.00% | +33 | New |
| Steigerwald, Gordon & Koch Inc. | 34 | $2.06K | 0.00% | +34 | New |
| Rossby Financial, LCC | 35 | $2.12K | 0.00% | +13+59.1% | Added |
| TD Waterhouse Canada Inc. | 35 | $2.12K | 0.00% | −15−30.0% | Reduced |
| North Star Investment Management Corp. | 37 | $2.24K | 0.00% | +29+362.5% | Added |
| CNB Bank | 41 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 43 | $2.61K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 43 | $2.61K | 0.00% | +43 | New |
| South State Corp. | 44 | $2.67K | 0.00% | +2+4.8% | Added |
| Country Trust Bank | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 56 | $3.39K | 0.00% | +56 | New |
| MJT & Associates Financial Advisory Group, Inc. | 56 | $3.40K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 57 | $3.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 58 | $3.59K | 0.00% | +11+23.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 67 | $4.06K | 0.00% | +67 | New |
| Signature Equity Partners, LLC | 67 | $4.08K | 0.00% | +67 | New |
| Bartlett & Co. Wealth Management LLC | 69 | $4.22K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 74 | $4.51K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 86 | $5.21K | 0.00% | +55+177.4% | Added |
| Dogwood Wealth Management LLC | 88 | $5.33K | 0.00% | +46+109.5% | Added |
| CIBC Private Wealth Group, LLC | 91 | $5.52K | 0.00% | +39+75.0% | Added |
| Ares Financial Consulting, LLC | 91 | $5.52K | 0.01% | +91 | New |
| Medallion Wealth Advisors, LLC | 92 | $5.58K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 96 | $5.82K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 104 | $6.30K | 0.00% | −34−24.6% | Reduced |
| UMA Financial Services, Inc. | 104 | $6.30K | 0.00% | +79+316.0% | Added |
| Creative Financial Designs Inc | 124 | $7.52K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 125 | $7.58K | 0.00% | +81+184.1% | Added |
| Rothschild Investment LLC | 128 | $7.76K | 0.00% | +100+357.1% | Added |
| Accent Capital Management, LLC | 262 | $7.85K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 150 | $9.09K | 0.01% | +150 | New |
| Harbour Investments, Inc. | 151 | $9.15K | 0.00% | +110+268.3% | Added |
| Fideuram Asset Management (Ireland) dac | 151 | $9.78K | 0.00% | +151 | New |
| Farmers & Merchants Investments Inc | 162 | $9.82K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 171 | $10.0K | 0.01% | −151−46.9% | Reduced |
| Costello Asset Management, INC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 220 | $13.3K | 0.00% | +220 | New |
| Salomon & Ludwin, LLC | 271 | $16.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 276 | $16.7K | 0.00% | +145+110.7% | Added |
| Pin Oak Investment Advisors Inc | 268 | $18.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 364 | $22.0K | 0.00% | +3+0.8% | Added |
| YANKCOM Partnership | 379 | $23.0K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 382 | $23.2K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 412 | $25.0K | 0.03% | +4+1.0% | Added |
| GoalVest Advisory LLC | 416 | $25.2K | 0.00% | +416 | New |
| Allworth Financial LP | 424 | $25.7K | 0.00% | −20−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 434 | $26.3K | 0.00% | −522−54.6% | Reduced |
| Geneos Wealth Management Inc. | 450 | $27.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 460 | $28.1K | 0.00% | −380−45.2% | Reduced |
| Capital Analysts, LLC | 484 | $29.0K | 0.00% | −124−20.4% | Reduced |
| State of Wyoming | 511 | $31.0K | 0.00% | −3,241−86.4% | Reduced |
| Ancora Advisors, LLC | 522 | $31.6K | 0.00% | +490+1,531.3% | Added |
| Atlantic Trust, LLC | 540 | $32.7K | 0.01% | +231+74.8% | Added |
| Steward Partners Investment Advisory, LLC | 544 | $33.0K | 0.00% | −22−3.9% | Reduced |
| Fulcrum Asset Management LLP | 552 | $33.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 564 | $34.0K | 0.00% | −10−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 580 | $35.2K | 0.00% | −59−9.2% | Reduced |
| Massmutual Trust Co FSB | 611 | $37.0K | 0.00% | +6+1.0% | Added |