| Penserra Capital Management LLC | 18 | $0 | 0.00% | −9−33.3% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Hobbs Group Advisors, LLC | 1 | $50 | 0.00% | −2,259−100.0% | Reduced |
| Mendota Financial Group, LLC | 2 | $74 | 0.00% | +2 | New |
| First Personal Financial Services | 3 | $110 | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 5 | $183 | 0.00% | +5 | New |
| NVWM, LLC | 10 | $366 | 0.00% | −4−28.6% | Reduced |
| Strengthening Families & Communities, LLC | 15 | $550 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 15 | $550 | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 15 | $551 | 0.00% | −8−34.8% | Reduced |
| True Wealth Design, LLC | 17 | $623 | 0.00% | +3+21.4% | Added |
| Grove Bank & Trust | 17 | $623 | 0.00% | +17 | New |
| Cape Investment Advisory, Inc. | 19 | $696 | 0.00% | +19 | New |
| SWAN Capital LLC | 19 | $700 | 0.00% | +19 | New |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $733 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 20 | $733 | 0.00% | +20 | New |
| Criterion Capital Advisors, LLC | 20 | $740 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 22 | $806 | 0.00% | −8−26.7% | Reduced |
| Key Financial Inc | 30 | $1.10K | 0.00% | +30 | New |
| St. Johns Investment Management Company, LLC | 31 | $1.14K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.14K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 31 | $1.14K | 0.00% | +12+63.2% | Added |
| Coppell Advisory Solutions LLC | 35 | $1.28K | 0.00% | +35 | New |
| Capital Performance Advisors LLP | 35 | $1.28K | 0.00% | +35 | New |
| Winch Advisory Services, LLC | 35 | $1.29K | 0.00% | +35 | New |
| Salem Investment Counselors Inc | 36 | $1.32K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 36 | $1.32K | 0.00% | +36 | New |
| Compagnie Lombard Odier SCmA | 41 | $1.50K | 0.00% | +41 | New |
| Iron Horse Wealth Management, LLC | 45 | $1.65K | 0.00% | +45 | New |
| Toth Financial Advisory Corp | 50 | $1.83K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 50 | $1.83K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 72 | $2.00K | 0.00% | +72 | New |
| Dunhill Financial, LLC | 61 | $2.25K | 0.00% | +43+238.9% | Added |
| Continuum Advisory, LLC | 56 | $2.40K | 0.00% | −16−22.2% | Reduced |
| Westend Capital Management, LLC | 69 | $2.53K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 74 | $2.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 77 | $2.83K | 0.00% | −10−11.5% | Reduced |
| Avion Wealth | 106 | $3.00K | 0.00% | +82+341.7% | Added |
| Abound Wealth Management | 83 | $3.03K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 85 | $3.11K | 0.00% | +85 | New |
| Atwood & Palmer Inc | 89 | $3.26K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 96 | $3.52K | 0.00% | +51+113.3% | Added |
| GHP Investment Advisors, Inc. | 105 | $3.85K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 105 | $3.85K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 106 | $3.92K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 128 | $4.00K | 0.00% | +128 | New |
| Legacy Bridge, LLC | 110 | $4.03K | 0.00% | +60+120.0% | Added |
| Caitlin John, LLC | 95 | $4.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 120 | $4.40K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 121 | $4.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 124 | $4.55K | 0.00% | +1+0.8% | Added |
| Archer Investment Corp | 134 | $4.92K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 135 | $4.95K | 0.00% | 00.0% | Unchanged |
| Ossiam | 139 | $5.09K | 0.00% | +79+131.7% | Added |
| Investors Research Corp | 140 | $5.13K | 0.00% | +140 | New |
| Cetera Trust Company, N.A | 141 | $5.17K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 157 | $5.75K | 0.00% | +115+273.8% | Added |
| Private Wealth Management Group, LLC | 162 | $5.94K | 0.00% | −57−26.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 155 | $6.00K | 0.00% | +155 | New |
| Harvest Fund Management Co., Ltd | 172 | $6.00K | 0.00% | +172 | New |
| Community Bank, N.A. | 175 | $6.41K | 0.00% | +175 | New |
| Ancora Advisors, LLC | 183 | $6.71K | 0.00% | +6+3.4% | Added |
| Prestige Wealth Management Group LLC | 184 | $6.74K | 0.00% | +59+47.2% | Added |
| Washington Trust Advisors, Inc. | 186 | $6.83K | 0.00% | −6−3.1% | Reduced |
| Armstrong Advisory Group, Inc | 200 | $7.33K | 0.00% | −606−75.2% | Reduced |
| Darwin Advisors, LLC | 200 | $7.33K | 0.00% | +200 | New |
| Bell Investment Advisors, Inc | 206 | $7.55K | 0.00% | +28+15.7% | Added |
| Smithfield Trust Co | 209 | $8.00K | 0.00% | +209 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 221 | $8.10K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 229 | $8.39K | 0.00% | +29+14.5% | Added |
| Sachetta, LLC | 240 | $8.79K | 0.00% | +61+34.1% | Added |
| Fortitude Family Office, LLC | 240 | $8.79K | 0.00% | +86+55.8% | Added |
| Bogart Wealth, LLC | 245 | $8.98K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 245 | $8.98K | 0.00% | +245 | New |
| SRS Capital Advisors, Inc. | 263 | $9.64K | 0.00% | +263 | New |
| Cassady Schiller Wealth Management, LLC | 265 | $9.71K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 265 | $9.71K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 274 | $10.0K | 0.00% | −37−11.9% | Reduced |
| Ashton Thomas Securities, LLC | 301 | $11.0K | 0.00% | +301 | New |
| Raleigh Capital Management Inc. | 308 | $11.3K | 0.00% | +233+310.7% | Added |
| Sound Income Strategies, LLC | 326 | $11.9K | 0.00% | +325+32,500.0% | Added |
| Farmers & Merchants Investments Inc | 331 | $12.1K | 0.00% | +66+24.9% | Added |
| CoreCap Advisors, LLC | 347 | $12.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 375 | $13.7K | 0.00% | +75+25.0% | Added |
| Legacy Investment Solutions, LLC | 319 | $13.8K | 0.01% | +319 | New |
| Legacy Wealth Managment, LLC | 319 | $13.8K | 0.01% | +319 | New |
| CVA Family Office, LLC | 380 | $13.9K | 0.00% | +311+450.7% | Added |
| Colonial Trust Co | 400 | $14.6K | 0.00% | +8+2.0% | Added |
| Evermay Wealth Management LLC | 400 | $14.7K | 0.00% | +400 | New |
| Kathleen S. Wright Associates Inc. | 402 | $14.7K | 0.01% | −21−5.0% | Reduced |
| GW&K Investment Management, LLC | 408 | $15.0K | 0.00% | +200+96.2% | Added |
| TD Waterhouse Canada Inc. | 444 | $16.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 449 | $16.4K | 0.00% | +299+199.3% | Added |
| Bullock Wealth Management Group | 463 | $16.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 467 | $17.1K | 0.00% | −6−1.3% | Reduced |
| Hartford Financial Management Inc. | 473 | $17.3K | 0.00% | +103+27.8% | Added |
| Carolinas Wealth Consulting LLC | 490 | $18.0K | 0.00% | +25+5.4% | Added |
| Cherry Tree Wealth Management, LLC | 500 | $18.3K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 500 | $18.4K | 0.00% | 00.0% | Unchanged |