| Axiom Investment Management LLC | 2 | $45 | 0.00% | +2 | New |
| Triumph Capital Management | 3 | $68 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3 | $68 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 4 | $90 | 0.00% | +4 | New |
| Abound Wealth Management | 6 | $136 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 6 | $142 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 8 | $181 | 0.00% | +7+700.0% | Added |
| Highland Investment Advisors LLC | 9 | $203 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $227 | 0.00% | −96−90.6% | Reduced |
| Nisa Investment Advisors, LLC | 15 | $339 | 0.00% | 00.0% | Unchanged |
| Motco | 16 | $362 | 0.00% | +16 | New |
| Plante Moran Financial Advisors, LLC | 17 | $384 | 0.00% | +17 | New |
| LRI Investments, LLC | 17 | $384 | 0.00% | +17 | New |
| MV Capital Management, Inc. | 19 | $430 | 0.00% | −2−9.5% | Reduced |
| Burk Holdings LLC | 20 | $452 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 21 | $475 | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 22 | $497 | 0.00% | +22 | New |
| GHP Investment Advisors, Inc. | 24 | $543 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 24 | $543 | 0.00% | +24 | New |
| Stone House Investment Management, LLC | 25 | $565 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 26 | $588 | 0.00% | −48−64.9% | Reduced |
| Retirement Wealth Solutions LLC | 33 | $747 | 0.00% | −45−57.7% | Reduced |
| Group One Trading, L.P. | 35 | $791 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 43 | $972 | 0.00% | +5+13.2% | Added |
| Cornerstone Financial Management LLC | 49 | $1.11K | 0.00% | +23+88.5% | Added |
| Kilter Group LLC | 50 | $1.13K | 0.00% | +50 | New |
| JPL Wealth Management, LLC | 53 | $1.20K | 0.00% | +53 | New |
| Arlington Trust Co LLC | 61 | $1.38K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 65 | $1.47K | 0.00% | +25+62.5% | Added |
| CVA Family Office, LLC | 67 | $1.51K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 68 | $1.54K | 0.00% | +68 | New |
| First Command Advisory Services, Inc. | 71 | $1.60K | 0.00% | +71 | New |
| UMA Financial Services, Inc. | 74 | $1.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $1.79K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 82 | $1.85K | 0.00% | +20+32.3% | Added |
| Private Trust Co NA | 84 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $1.90K | 0.00% | +84 | New |
| Highline Wealth Partners LLC | 85 | $1.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 88 | $1.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 81 | $2.00K | 0.00% | +1+1.3% | Added |
| Manning & Napier Advisors LLC | 100 | $2.27K | 0.00% | +19+23.5% | Added |
| Signature Equity Partners, LLC | 104 | $2.35K | 0.00% | +20+23.8% | Added |
| Action Point Financial Planning, LLC | 112 | $2.51K | 0.00% | +112 | New |
| Parkside Financial Bank & Trust | 118 | $2.67K | 0.00% | +86+268.8% | Added |
| Cornerstone Planning Group LLC | 116 | $2.82K | 0.00% | +83+251.5% | Added |
| Bessemer Group Inc | 181 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 143 | $3.23K | 0.00% | +143 | New |
| Mather Group, LLC. | 150 | $3.39K | 0.00% | +150 | New |
| Bruce G. Allen Investments, LLC | 193 | $4.36K | 0.00% | −1,336−87.4% | Reduced |
| LifeSteps Financial, Inc. | 200 | $4.52K | 0.00% | +200 | New |
| Quest 10 Wealth Builders, Inc. | 200 | $4.52K | 0.00% | +200 | New |
| Glen Eagle Advisors, LLC | 204 | $4.62K | 0.00% | +95+87.2% | Added |
| GWM Advisors LLC | 212 | $4.79K | 0.00% | +6+2.9% | Added |
| WealthCollab, LLC | 219 | $4.95K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 259 | $5.86K | 0.00% | +259 | New |
| SBI Securities Co., Ltd. | 269 | $6.08K | 0.00% | +1+0.4% | Added |
| Basecamp Wealth Advisors LLC | 285 | $6.44K | 0.00% | +21+8.0% | Added |
| JNBA Financial Advisors | 301 | $6.82K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 314 | $7.10K | 0.00% | +5+1.6% | Added |
| Silver Grove Financial Group, Inc. | 330 | $7.46K | 0.00% | +330 | New |
| True Wealth Design, LLC | 338 | $7.64K | 0.00% | +139+69.8% | Added |
| Markowski Investments | 409 | $9.26K | 0.00% | +409 | New |
| Transamerica Financial Advisors, Inc. | 413 | $9.34K | 0.00% | +314+317.2% | Added |
| Brown, Lisle/Cummings, Inc. | 419 | $9.47K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 460 | $10.4K | 0.00% | +128+38.6% | Added |
| IFP Advisors, Inc | 464 | $10.5K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 478 | $10.8K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 540 | $12.2K | 0.00% | +445+468.4% | Added |
| Montag A & Associates Inc | 586 | $13.3K | 0.00% | +77+15.1% | Added |
| Eastern Bank | 591 | $13.4K | 0.00% | +382+182.8% | Added |
| Salomon & Ludwin, LLC | 598 | $13.7K | 0.00% | −277−31.7% | Reduced |
| Pinnacle Bancorp, Inc. | 633 | $14.3K | 0.00% | +150+31.1% | Added |
| Larson Financial Group LLC | 669 | $15.1K | 0.00% | +349+109.1% | Added |
| Global Retirement Partners, LLC | 669 | $15.1K | 0.00% | +669 | New |
| Leonteq Securities AG | 750 | $17.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 850 | $19.2K | 0.00% | −638−42.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 926 | $20.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 944 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 945 | $21.4K | 0.00% | +76+8.7% | Added |
| Guardian Partners Inc. | 1,000 | $22.6K | 0.00% | +1,000 | New |
| Smartleaf Asset Management LLC | 1,073 | $24.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,100 | $24.9K | 0.00% | −15−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,256 | $28.7K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1,292 | $29.2K | 0.02% | +1,292 | New |
| Valley National Advisers Inc | 1,324 | $29.9K | 0.00% | −73−5.2% | Reduced |
| Farther Finance Advisors, LLC | 1,377 | $31.1K | 0.00% | −530−27.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,473 | $33.3K | 0.00% | +536+57.2% | Added |
| Atlantic Union Bankshares Corp | 1,500 | $33.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,508 | $34.1K | 0.01% | −477−24.0% | Reduced |
| Clearstead Advisors, LLC | 1,613 | $36.5K | 0.00% | +1,613 | New |
| Cape Investment Advisory, Inc. | 1,722 | $38.9K | 0.01% | +1,722 | New |
| SRS Capital Advisors, Inc. | 1,760 | $39.8K | 0.00% | +894+103.2% | Added |
| Tower Research Capital LLC (TRC) | 1,808 | $40.9K | 0.00% | +1,808 | New |
| Northwestern Mutual Wealth Management Co | 2,060 | $46.6K | 0.00% | +322+18.5% | Added |
| Rockefeller Capital Management L.P. | 2,077 | $47.0K | 0.00% | +327+18.7% | Added |
| Cromwell Holdings LLC | 2,275 | $51.4K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,413 | $54.6K | 0.00% | −1,722−41.6% | Reduced |
| Huntington National Bank | 2,541 | $57.5K | 0.00% | +218+9.4% | Added |
| Quantbot Technologies LP | 2,563 | $57.9K | 0.00% | +2,563 | New |
| Allworth Financial LP | 3,552 | $80.3K | 0.00% | +850+31.5% | Added |