| Baystate Wealth Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6 | $0 | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 6 | $226 | 0.00% | +6 | New |
| Coppell Advisory Solutions Corp. | 6 | $226 | 0.00% | +6 | New |
| Fiduciary Alliance LLC | 6 | $226 | 0.00% | +6 | New |
| My Personal CFO, LLC | 7 | $263 | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 10 | $376 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $376 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 15 | $564 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 15 | $564 | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 18 | $665 | 0.00% | +1+5.9% | Added |
| Romano Brothers and Company | 18 | $677 | 0.00% | +18 | New |
| Rosenberg Matthew Hamilton | 22 | $828 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 22 | $828 | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $865 | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 23 | $865 | 0.00% | +23 | New |
| Bessemer Group Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $1.09K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $1.24K | 0.00% | +33 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 37 | $1.39K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 42 | $1.58K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 46 | $1.73K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $1.88K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 53 | $1.99K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 55 | $2.00K | 0.00% | +1+1.9% | Added |
| Disciplined Investments, LLC | 56 | $2.11K | 0.00% | +21+60.0% | Added |
| Glass Jacobson Investment Advisors llc | 65 | $2.44K | 0.00% | +65 | New |
| SJS Investment Consulting Inc. | 70 | $2.63K | 0.00% | +16+29.6% | Added |
| Delta Asset Management LLC | 70 | $2.63K | 0.00% | +70 | New |
| Red Tortoise LLC | 71 | $2.67K | 0.00% | +71 | New |
| Glassman Wealth Services | 77 | $2.90K | 0.00% | −2−2.5% | Reduced |
| Avion Wealth | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 89 | $3.00K | 0.00% | +89 | New |
| St. Johns Investment Management Company, LLC | 90 | $3.39K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 102 | $3.84K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 112 | $4.00K | 0.00% | +112 | New |
| JJJ Advisors Inc. | 99 | $4.08K | 0.00% | +11+12.5% | Added |
| Parkside Financial Bank & Trust | 116 | $4.36K | 0.00% | +46+65.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 122 | $4.59K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 127 | $4.78K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 120 | $5.00K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 132 | $5.00K | 0.01% | +1+0.8% | Added |
| TCI Wealth Advisors, Inc. | 133 | $5.00K | 0.00% | −188−58.6% | Reduced |
| Earnest Partners LLC | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 138 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 142 | $5.34K | 0.00% | −21−12.9% | Reduced |
| Zions Bancorporation, N.A. | 146 | $5.49K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 153 | $5.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 170 | $6.00K | 0.00% | −55−24.4% | Reduced |
| TD Waterhouse Canada Inc. | 118 | $6.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 179 | $6.73K | 0.00% | +179 | New |
| Harbour Investments, Inc. | 181 | $6.82K | 0.00% | +110+154.9% | Added |
| Schubert & Co | 184 | $6.92K | 0.01% | +60+48.4% | Added |
| First Financial Corp | 185 | $6.96K | 0.00% | −651−77.9% | Reduced |
| Duncker Streett & Co Inc | 186 | $7.00K | 0.00% | −4,000−95.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 199 | $7.49K | 0.00% | +199 | New |
| Acima Private Wealth, LLC | 200 | $7.52K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 205 | $7.71K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 208 | $7.83K | 0.00% | +208 | New |
| Focused Wealth Management, Inc | 209 | $7.87K | 0.00% | +2+1.0% | Added |
| RWM Asset Management, LLC | 212 | $7.97K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 213 | $8.01K | 0.00% | +213 | New |
| FinTrust Capital Advisors, LLC | 227 | $8.54K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 249 | $9.37K | 0.00% | +249 | New |
| Ellevest, Inc. | 254 | $9.55K | 0.00% | −263−50.9% | Reduced |
| Distillate Capital Partners LLC | 265 | $9.97K | 0.93% | +265 | New |
| Cutler Group LP | 271 | $10.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 312 | $11.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 329 | $12.0K | 0.00% | −4−1.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 320 | $12.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 320 | $12.0K | 0.00% | +300+1,500.0% | Added |
| Salem Investment Counselors Inc | 355 | $13.4K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 361 | $13.6K | 0.00% | +361 | New |
| Hexagon Capital Partners LLC | 380 | $14.3K | 0.00% | −230−37.7% | Reduced |
| Arcus Capital Partners, LLC | 380 | $14.3K | 0.01% | +380 | New |
| Tyler-Stone Wealth Management | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 402 | $16.6K | 0.01% | +402 | New |
| Larson Financial Group LLC | 446 | $16.8K | 0.00% | −168−27.4% | Reduced |
| Horan Securities, Inc. | 516 | $19.4K | 0.01% | +7+1.4% | Added |
| Endurance Wealth Management, Inc. | 519 | $20.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 542 | $20.4K | 0.00% | +542 | New |
| Quarry LP | 556 | $20.9K | 0.02% | +556 | New |
| Group One Trading, L.P. | 611 | $23.0K | 0.00% | −3,772−86.1% | Reduced |
| Pflug Koory, LLC | 600 | $23.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 628 | $23.6K | 0.00% | −23−3.5% | Reduced |
| Huntington National Bank | 688 | $25.9K | 0.00% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 772 | $29.0K | 0.00% | −2,167−73.7% | Reduced |
| Deseret Mutual Benefit Administrators | 785 | $29.5K | 0.01% | −1,190−60.3% | Reduced |
| Paragon Wealth Strategies, LLC | 813 | $30.6K | 0.04% | +10+1.2% | Added |
| Comerica Securities,inc. | 824 | $31.0K | 0.00% | +824 | New |
| BDO Wealth Advisors, LLC | 859 | $32.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 950 | $35.8K | 0.00% | −993−51.1% | Reduced |
| Ronald Blue Trust, Inc. | 995 | $36.0K | 0.00% | +875+729.2% | Added |
| Grove Bank & Trust | 1,000 | $38.0K | 0.01% | +1,000 | New |