| Rakuten Securities, Inc. | 1 | $92 | 0.00% | −138−99.3% | Reduced |
| Tortoise Investment Management, LLC | 1 | $92 | 0.00% | −12−92.3% | Reduced |
| American Capital Advisory, LLC | 1 | $93 | 0.00% | −2−66.7% | Reduced |
| Activest Wealth Management | 2 | $185 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $185 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $277 | 0.00% | +2+200.0% | Added |
| Horizon Investments, LLC | 3 | $277 | 0.00% | +3 | New |
| Brown, Lisle/Cummings, Inc. | 4 | $370 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $370 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $554 | 0.00% | +5+500.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $555 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $555 | 0.00% | +4+200.0% | Added |
| North Star Investment Management Corp. | 6 | $555 | 0.00% | +6 | New |
| Breakwater Investment Management | 6 | $555 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $602 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $740 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $740 | 0.00% | +1+14.3% | Added |
| DecisionPoint Financial, LLC | 8 | $752 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $833 | 0.00% | +2+28.6% | Added |
| Salem Investment Counselors Inc | 10 | $925 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Kilter Group LLC | 13 | $1.20K | 0.00% | −19−59.4% | Reduced |
| Ronald Blue Trust, Inc. | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $1.39K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 15 | $1.39K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.39K | 0.00% | +2+15.4% | Added |
| Crowley Wealth Management, Inc. | 16 | $1.48K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.51K | 0.00% | +13+260.0% | Added |
| True Wealth Design, LLC | 17 | $1.57K | 0.00% | +6+54.5% | Added |
| Rothschild Investment LLC | 19 | $1.76K | 0.00% | +12+171.4% | Added |
| MV Capital Management, Inc. | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $1.85K | 0.00% | +20 | New |
| Bellevue Asset Management, LLC | 23 | $2.13K | 0.00% | +6+35.3% | Added |
| South State Corp. | 24 | $2.22K | 0.00% | −10−29.4% | Reduced |
| Cromwell Holdings LLC | 25 | $2.31K | 0.00% | +17+212.5% | Added |
| Fourth Dimension Wealth, LLC | 30 | $2.77K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $2.81K | 0.00% | −34−53.1% | Reduced |
| Eastern Bank | 33 | $3.05K | 0.00% | −1,500−97.8% | Reduced |
| HM Payson & Co | 33 | $3.05K | 0.00% | +33 | New |
| Clayton Financial Group LLC | 34 | $3.14K | 0.00% | +34 | New |
| Harbour Investments, Inc. | 35 | $3.24K | 0.00% | −2−5.4% | Reduced |
| Investors Research Corp | 35 | $3.24K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $3.24K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 35 | $3.24K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 36 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $3.33K | 0.00% | +6+20.0% | Added |
| GHP Investment Advisors, Inc. | 37 | $3.42K | 0.00% | −18−32.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 38 | $3.51K | 0.00% | +38 | New |
| Financial Management Professionals, Inc. | 38 | $3.54K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 40 | $3.70K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 40 | $3.70K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 40 | $3.70K | 0.00% | +40 | New |
| Robbins Farley LLC | 42 | $3.88K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $4.07K | 0.00% | −25−36.2% | Reduced |
| ORG Partners LLC | 47 | $4.34K | 0.00% | +47 | New |
| Cape Investment Advisory, Inc. | 47 | $4.35K | 0.00% | −2−4.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 46 | $4.54K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $4.71K | 0.00% | −5−8.9% | Reduced |
| Whittier Trust Co | 59 | $5.82K | 0.00% | −355−85.7% | Reduced |
| Pacific Center for Financial Services | 65 | $6.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $6.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 73 | $6.39K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 78 | $7.21K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 84 | $7.77K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 85 | $7.86K | 0.00% | −3−3.4% | Reduced |
| CVA Family Office, LLC | 90 | $8.32K | 0.00% | +6+7.1% | Added |
| Millstone Evans Group, LLC | 92 | $8.51K | 0.01% | +92 | New |
| GPS Wealth Strategies Group, LLC | 95 | $8.78K | 0.00% | −3−3.1% | Reduced |
| Hemington Wealth Management | 105 | $9.00K | 0.00% | +97+1,212.5% | Added |
| Sound Income Strategies, LLC | 100 | $9.42K | 0.00% | +100 | New |
| Atlantic Trust, LLC | 105 | $9.71K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 106 | $9.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $9.89K | 0.00% | −6−5.3% | Reduced |
| First Horizon Corp | 114 | $10.5K | 0.00% | +114 | New |
| Hager Investment Management Services, LLC | 116 | $10.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 128 | $11.8K | 0.00% | +6+4.9% | Added |
| Salomon & Ludwin, LLC | 121 | $11.9K | 0.00% | +121 | New |
| Covestor Ltd | 125 | $12.0K | 0.01% | +10+8.7% | Added |
| West Branch Capital LLC | 130 | $12.0K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 2,464 | $13.0K | 0.12% | −2,185−47.0% | Reduced |
| Johnson Financial Group, Inc. | 160 | $14.8K | 0.00% | +160 | New |
| LRI Investments, LLC | 166 | $15.3K | 0.00% | +166 | New |
| Quest Partners LLC | 167 | $15.4K | 0.00% | +167 | New |
| Raiffeisen Bank International AG | 173 | $16.2K | 0.00% | +112+183.6% | Added |
| Versant Capital Management, Inc | 180 | $16.6K | 0.00% | −34−15.9% | Reduced |
| Leonteq Securities AG | 184 | $17.0K | 0.00% | −214−53.8% | Reduced |
| Boit C F David | 208 | $19.2K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 211 | $19.5K | 0.01% | +211 | New |
| Wealthspire Advisors, LLC | 235 | $21.7K | 0.00% | +235 | New |
| Root Financial Partners, LLC | 240 | $22.2K | 0.00% | +240 | New |
| Private Trust Co NA | 250 | $23.1K | 0.00% | −35−12.3% | Reduced |
| Private Wealth Asset Management, LLC | 254 | $23.5K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 264 | $24.4K | 0.01% | +2+0.8% | Added |
| Ameriflex Group, Inc. | 268 | $24.8K | 0.01% | +268 | New |
| Creative Financial Designs Inc | 276 | $25.5K | 0.00% | −15−5.2% | Reduced |
| ORG Wealth Partners, LLC | 279 | $25.8K | 0.01% | +250+862.1% | Added |
| SBI Securities Co., Ltd. | 285 | $26.4K | 0.00% | +206+260.8% | Added |
| Rise Advisors, LLC | 292 | $27.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $27.7K | 0.01% | 00.0% | Unchanged |