| Centerpoint Advisors, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $39 | 0.00% | −90−98.9% | Reduced |
| CoreCap Advisors, LLC | 1 | $39 | 0.00% | +1 | New |
| FMR LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3 | $118 | 0.00% | −150−98.0% | Reduced |
| Cheviot Value Management, LLC | 6 | $228 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 6 | $235 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 7 | $274 | 0.00% | −3−30.0% | Reduced |
| Hartford Financial Management Inc. | 10 | $392 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $392 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $392 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11 | $431 | 0.00% | +11 | New |
| Bryn Mawr Trust Co | 12 | $470 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 13 | $509 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $509 | 0.00% | +3+30.0% | Added |
| Hoey Investments, Inc | 13 | $510 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17 | $666 | 0.00% | −549−97.0% | Reduced |
| GHP Investment Advisors, Inc. | 19 | $745 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 20 | $784 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $784 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 20 | $784 | 0.00% | +20 | New |
| Central Trust Co | 22 | $862 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 23 | $901 | 0.00% | +13+130.0% | Added |
| Abound Wealth Management | 23 | $902 | 0.00% | +23 | New |
| Jackson, Grant Investment Advisers, Inc. | 24 | $940 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 27 | $1.06K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 28 | $1.10K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $1.80K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $1.96K | 0.00% | +50 | New |
| Royal Bank of Canada | 46 | $2.00K | 0.00% | −49−51.6% | Reduced |
| Financial Perspectives, Inc | 52 | $2.04K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 53 | $2.08K | 0.00% | +50+1,666.7% | Added |
| Montag A & Associates Inc | 55 | $2.15K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 56 | $2.19K | 0.00% | +30+115.4% | Added |
| Richardson Capital Management LLC | 58 | $2.27K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 62 | $2.43K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 65 | $2.55K | 0.00% | −583−90.0% | Reduced |
| Elequin Capital LP | 73 | $2.86K | 0.00% | −539,905−100.0% | Reduced |
| Harbor Investment Advisory, LLC | 75 | $2.94K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 75 | $2.94K | 0.00% | +75 | New |
| Federation des caisses Desjardins du Quebec | 83 | $3.25K | 0.00% | +83 | New |
| Family Legacy Financial Solutions, LLC | 87 | $3.41K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 90 | $3.53K | 0.00% | +90 | New |
| Strategic Investment Solutions, Inc. | 108 | $4.23K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 124 | $4.86K | 0.00% | +124 | New |
| Caldwell Sutter Capital, Inc. | 125 | $4.90K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 130 | $5.09K | 0.00% | +110+550.0% | Added |
| Westend Capital Management, LLC | 135 | $5.29K | 0.00% | +10+8.0% | Added |
| Sound Income Strategies, LLC | 134 | $5.47K | 0.00% | +134 | New |
| High Note Wealth, LLC | 143 | $5.60K | 0.00% | +143 | New |
| Roble, Belko & Company, Inc | 160 | $6.00K | 0.00% | +110+220.0% | Added |
| Cloud Capital Management, LLC | 158 | $6.00K | 0.00% | +158 | New |
| Legacy Wealth Managment, LLC | 163 | $6.39K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 169 | $6.62K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 176 | $6.90K | 0.00% | +176 | New |
| Huntington National Bank | – | $7.44K | 0.00% | – | – |
| Larson Financial Group LLC | 194 | $7.60K | 0.00% | −247−56.0% | Reduced |
| Whittier Trust Co | 207 | $8.83K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 235 | $9.21K | 0.00% | +235 | New |
| SRS Capital Advisors, Inc. | 241 | $9.44K | 0.00% | +142+143.4% | Added |
| Rockefeller Capital Management L.P. | 250 | $9.79K | 0.00% | +250 | New |
| Ameritas Advisory Services, LLC | 250 | $9.79K | 0.00% | +250 | New |
| Bank of Jackson Hole Trust | 250 | $9.79K | 0.00% | +250 | New |
| North Star Investment Management Corp. | 281 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 282 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 290 | $11.4K | 0.01% | +100+52.6% | Added |
| Front Row Advisors LLC | 300 | $11.8K | 0.00% | +300 | New |
| Wealth Watch Advisors, INC | 302 | $11.8K | 0.00% | +302 | New |
| Steward Partners Investment Advisory, LLC | 316 | $12.4K | 0.00% | −845−72.8% | Reduced |
| Spire Wealth Management | 335 | $13.1K | 0.00% | −6−1.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 337 | $13.2K | 0.00% | +300+810.8% | Added |
| Albion Financial Group | 350 | $13.7K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $13.7K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 365 | $14.3K | 0.01% | +63+20.9% | Added |
| Security National Bank | 369 | $14.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 377 | $14.8K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 379 | $14.8K | 0.00% | +379 | New |
| Ameliora Wealth Management Ltd. | 400 | $15.7K | 0.01% | +400 | New |
| HM Payson & Co | 427 | $16.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 501 | $19.6K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 600 | $23.5K | 0.01% | +600 | New |
| Atlantic Union Bankshares Corp | 616 | $24.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 620 | $24.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 641 | $25.1K | 0.00% | +300+88.0% | Added |
| Blue Bell Private Wealth Management, LLC | 650 | $25.5K | 0.00% | +149+29.7% | Added |
| Kerr Financial Planning Corp | 885 | $26.0K | 0.04% | +885 | New |
| Nkcfo LLC | 700 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 695 | $27.2K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 750 | $29.4K | 0.01% | +750 | New |
| Ancora Advisors, LLC | 781 | $30.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 787 | $30.8K | 0.06% | +787 | New |
| Brown Brothers Harriman & Co | 804 | $31.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 848 | $33.2K | 0.00% | −100−10.5% | Reduced |
| Sunbelt Securities, Inc. | 967 | $37.9K | 0.00% | +725+299.6% | Added |
| Cornerstone National Bank & Trust Co | 1,000 | $39.2K | 0.02% | +1,000 | New |
| Root Financial Partners, LLC | 1,001 | $39.2K | 0.00% | +1,001 | New |
| Wells Fargo & Company | 1,058 | $41.5K | 0.00% | +982+1,292.1% | Added |