| Bollard Group LLC | 3 | $0 | 0.00% | −55−94.8% | Reduced |
| Colonial Trust Advisors | 2 | $148 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $182 | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 5 | $326 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $371 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $451 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 8 | $593 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $667 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $668 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 11 | $815 | 0.00% | +11 | New |
| Hexagon Capital Partners LLC | 11 | $816 | 0.00% | −1−8.3% | Reduced |
| Trifecta Capital Advisors, LLC | 11 | $816 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $894 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 13 | $964 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 13 | $965 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 13 | $972 | 0.00% | +8+160.0% | Added |
| TSFG, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 24 | $1.78K | 0.00% | +24 | New |
| JJJ Advisors Inc. | 25 | $1.85K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 29 | $2.15K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 32 | $2.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 32 | $2.38K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 33 | $2.45K | 0.00% | +33 | New |
| Beaird Harris Wealth Management, LLC | 33 | $2.45K | 0.00% | −12−26.7% | Reduced |
| Toth Financial Advisory Corp | 35 | $2.60K | 0.00% | +35 | New |
| Providence Capital Advisors, LLC | 35 | $2.60K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 37 | $2.75K | 0.00% | +4+12.1% | Added |
| Baker Avenue Asset Management, LP | 38 | $2.82K | 0.00% | −18−32.1% | Reduced |
| AdvisorNet Financial, Inc | 39 | $2.89K | 0.00% | −54−58.1% | Reduced |
| Column Capital Advisors, LLC | 40 | $2.97K | 0.00% | −13−24.5% | Reduced |
| Avion Wealth | 58 | $3.00K | 0.00% | +35+152.2% | Added |
| JNBA Financial Advisors | 41 | $3.04K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $3.12K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 43 | $3.19K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $3.34K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 48 | $3.56K | 0.00% | +25+108.7% | Added |
| Grove Bank & Trust | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 51 | $3.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $4.15K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 56 | $4.15K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $4.30K | 0.00% | +58 | New |
| Salomon & Ludwin, LLC | 59 | $4.38K | 0.00% | +59 | New |
| Moisand Fitzgerald Tamayo, LLC | 65 | $4.82K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 66 | $4.89K | 0.00% | +66 | New |
| Hoey Investments, Inc | 67 | $4.97K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 68 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $5.19K | 0.00% | −22−23.9% | Reduced |
| Union Savings Bank | 79 | $5.86K | 0.00% | +79 | New |
| Boyd Watterson Asset Management LLC | 80 | $5.93K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $5.93K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 80 | $5.93K | 0.00% | +80 | New |
| Red Tortoise LLC | 84 | $6.23K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 88 | $6.53K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 92 | $6.82K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 92 | $6.88K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 93 | $6.88K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $7.42K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $7.42K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 100 | $7.42K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $7.42K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 104 | $7.71K | 0.00% | −177−63.0% | Reduced |
| Sutton Wealth Advisors Inc. | 104 | $7.71K | 0.00% | +27+35.1% | Added |
| Proequities, Inc. | 106 | $7.86K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 106 | $7.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $8.16K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 118 | $8.75K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 118 | $8.75K | 0.00% | +118 | New |
| Baystate Wealth Management LLC | 118 | $8.80K | 0.00% | +88+293.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 122 | $9.05K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 125 | $9.21K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 125 | $9.27K | 0.01% | −12−8.8% | Reduced |
| Pacifica Partners Inc. | 125 | $9.32K | 0.01% | +125 | New |
| Prestige Wealth Management Group LLC | 131 | $9.71K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 145 | $10.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 148 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 149 | $11.0K | 0.00% | +9+6.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 149 | $11.1K | 0.00% | +149 | New |
| MCF Advisors LLC | 150 | $11.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 156 | $11.6K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 158 | $11.7K | 0.00% | +125+378.8% | Added |
| Brown, Lisle/Cummings, Inc. | 169 | $12.5K | 0.01% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 180 | $13.4K | 0.01% | +180 | New |
| Front Row Advisors LLC | 181 | $13.4K | 0.01% | −10−5.2% | Reduced |
| Steward Financial Group LLC | 195 | $14.0K | 0.00% | +195 | New |
| Salem Investment Counselors Inc | 192 | $14.2K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 194 | $14.4K | 0.00% | −50,310−99.6% | Reduced |
| Pinnacle Bancorp, Inc. | 196 | $14.5K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 196 | $14.5K | 0.01% | +196 | New |
| First Financial Corp | 200 | $14.8K | 0.01% | −114−36.3% | Reduced |
| Motco | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 192 | $15.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 213 | $15.8K | 0.00% | +30+16.4% | Added |
| MV Capital Management, Inc. | 215 | $15.9K | 0.00% | +2+0.9% | Added |