| Clear Street Markets LLC | 1 | $0 | 0.00% | −260−99.6% | Reduced |
| Siena Capital LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 85 | $0 | 0.00% | +85 | New |
| Abound Wealth Management | 3 | $319 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $423 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7 | $740 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $764 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 9 | $1.00K | 0.00% | −4−30.8% | Reduced |
| Goodwin Investment Advisory | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Howe & Rusling Inc | 20 | $2.00K | 0.00% | −7−25.9% | Reduced |
| Tompkins Financial Corp | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $2.00K | 0.00% | +4+26.7% | Added |
| KB Financial Partners, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $2.00K | 0.00% | +28 | New |
| CVA Family Office, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $3.00K | 0.00% | +17+130.8% | Added |
| First Financial Corp | 33 | $3.00K | 0.00% | +33 | New |
| PFG Private Wealth Management, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Salem Investment Counselors Inc | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 38 | $4.00K | 0.00% | −5−11.6% | Reduced |
| Creative Financial Designs Inc | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $4.00K | 0.00% | +3+7.7% | Added |
| Evoke Wealth, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 36 | $4.00K | 0.01% | +36 | New |
| Sutton Wealth Advisors Inc. | 41 | $4.33K | 0.00% | −1−2.4% | Reduced |
| Spire Wealth Management | 49 | $5.00K | 0.00% | −4,471−98.9% | Reduced |
| HighMark Wealth Management LLC | 52 | $5.00K | 0.00% | −12−18.8% | Reduced |
| Money Concepts Capital Corp | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $5.18K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 60 | $6.00K | 0.00% | +17+39.5% | Added |
| Prestige Wealth Management Group LLC | 56 | $6.00K | 0.00% | +14+33.3% | Added |
| MUFG Americas Holdings Corp | 60 | $6.00K | 0.00% | +60 | New |
| Baldwin Brothers Inc | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $7.00K | 0.00% | +5+7.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 76 | $8.00K | 0.00% | −83−52.2% | Reduced |
| Focused Wealth Management, Inc | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 82 | $9.00K | 0.00% | +14+20.6% | Added |
| Geneos Wealth Management Inc. | 96 | $10.0K | 0.00% | −100−51.0% | Reduced |
| Huntington National Bank | 96 | $10.0K | 0.00% | −93−49.2% | Reduced |
| First Manhattan Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $10.0K | 0.13% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 97 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $10.0K | 0.00% | +21+28.4% | Added |
| Legend Financial Advisors, Inc. | 96 | $10.1K | 0.01% | +96 | New |
| JFS Wealth Advisors, LLC | 107 | $11.0K | 0.00% | −38−26.2% | Reduced |
| Optimum Investment Advisors | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 107 | $11.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 114 | $12.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 126 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 125 | $13.0K | 0.00% | +9+7.8% | Added |
| Ancora Advisors, LLC | 128 | $14.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 135 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 118 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 146 | $15.0K | 0.00% | −60−29.1% | Reduced |
| Covington Capital Management | 146 | $15.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 148 | $16.0K | 0.00% | +148 | New |
| Core Alternative Capital | 164 | $17.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 161 | $17.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 180 | $19.0K | 0.00% | −648−78.3% | Reduced |
| Logan Capital Management Inc | 201 | $21.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $21.0K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 222 | $24.0K | 0.01% | −196−46.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 224 | $24.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 232 | $24.0K | 0.01% | +30+14.9% | Added |
| First PREMIER Bank | 240 | $25.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 256 | $27.0K | 0.00% | −1−0.4% | Reduced |
| Trustcore Financial Services, LLC | 253 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 257 | $27.0K | 0.00% | +57+28.5% | Added |
| West Financial Advisors, LLC | 265 | $28.0K | 0.01% | +265 | New |
| DB Wealth Management Group, LLC | 270 | $29.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 306 | $32.0K | 0.04% | +1+0.3% | Added |
| TCI Wealth Advisors, Inc. | 310 | $33.0K | 0.01% | +226+269.0% | Added |
| TD Private Client Wealth LLC | 332 | $35.1K | 0.00% | +27+8.9% | Added |
| Central Trust Co | 349 | $37.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 362 | $39.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 371 | $39.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 383 | $40.0K | 0.01% | +383 | New |
| High Net Worth Advisory Group LLC | 415 | $44.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 416 | $44.0K | 0.00% | +16+4.0% | Added |
| First Horizon Advisors, Inc. | 441 | $45.0K | 0.00% | +56+14.5% | Added |
| Riverview Trust Co | 431 | $46.0K | 0.04% | −175−28.9% | Reduced |
| Financial Connections Group, Inc. | 500 | $52.0K | 0.04% | 00.0% | Unchanged |