| Pin Oak Investment Advisors Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $31 | 0.00% | +1 | New |
| Jones Financial Companies LLLP | 1 | $31 | 0.00% | +1 | New |
| Pacific Center for Financial Services | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $108 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $125 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $125 | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4 | $125 | 0.00% | +4 | New |
| Atala Financial Inc | 4 | $125 | 0.00% | +4 | New |
| Salem Investment Counselors Inc | 4 | $126 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $126 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 6 | $188 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $189 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 7 | $219 | 0.00% | +7 | New |
| Toth Financial Advisory Corp | 7 | $220 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $251 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $324 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $376 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 12 | $376 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 12 | $377 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 13 | $407 | 0.00% | +13 | New |
| Carolinas Wealth Consulting LLC | 14 | $439 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15 | $471 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 16 | $502 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17 | $544 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 18 | $564 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $627 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 20 | $627 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $627 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $627 | 0.00% | +20 | New |
| MCF Advisors LLC | 22 | $690 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 23 | $721 | 0.00% | +23 | New |
| GeoWealth Management, LLC | 24 | $752 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 34 | $1.07K | 0.00% | +30+750.0% | Added |
| Parkside Financial Bank & Trust | 36 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 40 | $1.28K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $1.57K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $1.57K | 0.00% | +2+4.2% | Added |
| Leonteq Securities AG | 55 | $1.72K | 0.00% | −330−85.7% | Reduced |
| Assetmark, Inc | 55 | $1.72K | 0.00% | +55 | New |
| Bruce G. Allen Investments, LLC | 60 | $1.88K | 0.00% | −23−27.7% | Reduced |
| Keystone Financial Group, Inc. | 60 | $1.88K | 0.00% | +60 | New |
| Colonial Trust Co | 61 | $1.91K | 0.00% | +61 | New |
| Van Hulzen Asset Management, LLC | 75 | $2.35K | 0.00% | +75 | New |
| Allworth Financial LP | 87 | $2.41K | 0.00% | −40−31.5% | Reduced |
| Barrett & Company, Inc. | 80 | $2.51K | 0.00% | 00.0% | Unchanged |
| City State Bank | 80 | $2.51K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 80 | $2.51K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 85 | $2.66K | 0.00% | +85 | New |
| Hexagon Capital Partners LLC | 89 | $2.79K | 0.00% | +10+12.7% | Added |
| Versant Capital Management, Inc | 95 | $2.98K | 0.00% | −50−34.5% | Reduced |
| SRS Capital Advisors, Inc. | 96 | $3.01K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $3.13K | 0.00% | −3,800−97.4% | Reduced |
| Compass Financial Services Inc | 100 | $3.13K | 0.00% | +100 | New |
| Cullen/Frost Bankers, Inc. | 106 | $3.32K | 0.00% | +106 | New |
| Trust Co of Vermont | 108 | $3.38K | 0.00% | +80+285.7% | Added |
| Farmers & Merchants Investments Inc | 110 | $3.45K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 115 | $3.60K | 0.00% | +95+475.0% | Added |
| Brown Brothers Harriman & Co | 120 | $3.76K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 120 | $3.76K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 120 | $3.76K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 120 | $3.76K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 120 | $3.76K | 0.00% | +100+500.0% | Added |
| McClarren Financial Advisors, Inc. | 140 | $4.00K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 139 | $4.36K | 0.00% | +22+18.8% | Added |
| Banque Transatlantique SA | 145 | $4.54K | 0.00% | +145 | New |
| Huntington National Bank | 146 | $4.58K | 0.00% | −103−41.4% | Reduced |
| American Capital Advisory, LLC | 149 | $4.67K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 156 | $4.89K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 160 | $5.01K | 0.01% | +160 | New |
| Kieckhefer Group LLC | 160 | $5.01K | 0.00% | +160 | New |
| Armstrong Advisory Group, Inc | 160 | $5.01K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 200 | $5.53K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 177 | $5.55K | 0.00% | −10−5.3% | Reduced |
| Harbour Investments, Inc. | 177 | $5.55K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 182 | $5.70K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 190 | $5.96K | 0.00% | −3−1.6% | Reduced |
| Geneos Wealth Management Inc. | 204 | $6.39K | 0.00% | −8−3.8% | Reduced |
| Meeder Asset Management Inc | 215 | $6.74K | 0.00% | +49+29.5% | Added |
| First Horizon Advisors, Inc. | 220 | $6.89K | 0.00% | +205+1,366.7% | Added |
| WR Wealth Planners, LLC | 250 | $7.83K | 0.00% | −120−32.4% | Reduced |
| Bangor Savings Bank | 250 | $7.83K | 0.00% | +50+25.0% | Added |
| Parallel Advisors, LLC | 253 | $7.93K | 0.00% | −12−4.5% | Reduced |
| CIBC Private Wealth Group, LLC | 282 | $9.29K | 0.00% | −580−67.3% | Reduced |
| EverSource Wealth Advisors, LLC | 304 | $9.53K | 0.00% | +274+913.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 326 | $10.2K | 0.00% | +294+918.8% | Added |
| Golden State Wealth Management, LLC | 388 | $12.2K | 0.00% | +388 | New |
| Manchester Capital Management LLC | 396 | $12.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 408 | $12.8K | 0.00% | +29+7.7% | Added |
| Northwestern Mutual Wealth Management Co | 410 | $12.8K | 0.00% | +248+153.1% | Added |
| Covestor Ltd | 412 | $13.0K | 0.01% | +2+0.5% | Added |
| Wolff Wiese Magana LLC | 433 | $13.6K | 0.01% | −12−2.7% | Reduced |
| Main Street Group, LTD | 435 | $13.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 468 | $15.0K | 0.00% | +340+265.6% | Added |
| Farther Finance Advisors, LLC | 487 | $15.3K | 0.00% | +66+15.7% | Added |
| Principal Securities, Inc. | 569 | $17.8K | 0.00% | +49+9.4% | Added |
| Massmutual Trust Co FSB | 591 | $18.5K | 0.00% | +154+35.2% | Added |
| Iron Horse Wealth Management, LLC | 600 | $18.8K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 600 | $18.8K | 0.01% | +600 | New |
| Mainstream Capital Management LLC | 614 | $19.2K | 0.01% | +614 | New |