| Glen Eagle Advisors, LLC | 1 | $32 | 0.00% | +1 | New |
| Colonial Trust Co | 1 | $42 | 0.00% | −13−92.9% | Reduced |
| Turning Point Benefit Group, Inc. | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $130 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 6 | $195 | 0.00% | −1−14.3% | Reduced |
| Dunhill Financial, LLC | 6 | $196 | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 8 | $260 | 0.00% | −29−78.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 10 | $325 | 0.00% | +10 | New |
| TD Capital Management LLC | 11 | $357 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 12 | $389 | 0.00% | +3+33.3% | Added |
| USA Financial Portformulas Corp | 13 | $422 | 0.00% | +13 | New |
| Kerr Financial Planning Corp | 19 | $445 | 0.00% | +18+1,800.0% | Added |
| Bare Financial Services, Inc | 15 | $487 | 0.00% | −4−21.1% | Reduced |
| Optima Capital LLC | 18 | $584 | 0.00% | +18 | New |
| Pacific Center for Financial Services | 11 | $624 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $649 | 0.00% | −2,447−99.2% | Reduced |
| North Star Investment Management Corp. | 20 | $649 | 0.00% | −120−85.7% | Reduced |
| Private Wealth Management Group, LLC | 20 | $650 | 0.00% | −69−77.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 28 | $901 | 0.00% | +28 | New |
| True Wealth Design, LLC | 28 | $910 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 30 | $974 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 30 | $974 | 0.00% | +30 | New |
| Roble, Belko & Company, Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Marquette Asset Management, LLC | 31 | $1.01K | 0.00% | +13+72.2% | Added |
| IMA Wealth, Inc. | 33 | $1.07K | 0.00% | +33 | New |
| Versant Capital Management, Inc | 35 | $1.14K | 0.00% | +35 | New |
| Strategic Investment Solutions, Inc. | 40 | $1.30K | 0.00% | +40 | New |
| HFM Investment Advisors, LLC | 43 | $1.40K | 0.00% | +43 | New |
| Triumph Capital Management | 45 | $1.46K | 0.00% | +45 | New |
| Rachor Investment Advisory Services, LLC | 47 | $1.53K | 0.00% | +47 | New |
| Meeder Asset Management Inc | 49 | $1.59K | 0.00% | −1−2.0% | Reduced |
| McGuire Capital Advisors Inc | 51 | $1.66K | 0.00% | +51 | New |
| Basecamp Wealth Advisors LLC | 53 | $1.72K | 0.00% | +53 | New |
| Capital Advisors, Ltd. LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 66 | $2.14K | 0.00% | +66 | New |
| High Note Wealth, LLC | 67 | $2.17K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 70 | $2.27K | 0.00% | −7−9.1% | Reduced |
| Sittner & Nelson, LLC | 100 | $2.30K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 75 | $2.44K | 0.00% | +10+15.4% | Added |
| HM Payson & Co | 75 | $2.44K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 77 | $2.50K | 0.00% | +50+185.2% | Added |
| SRS Capital Advisors, Inc. | 90 | $2.92K | 0.00% | +90 | New |
| Tucker Asset Management LLC | 99 | $3.21K | 0.00% | +99 | New |
| Financially Speaking Inc | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 100 | $3.25K | 0.00% | +100 | New |
| Rossby Financial, LCC | 104 | $3.38K | 0.00% | −6−5.5% | Reduced |
| Bernard Wealth Management Corp. | 106 | $3.44K | 0.00% | +6+6.0% | Added |
| Activest Wealth Management | 110 | $3.57K | 0.00% | +10+10.0% | Added |
| Bell Investment Advisors, Inc | 113 | $3.67K | 0.00% | +13+13.0% | Added |
| Osbon Capital Management LLC | 122 | $3.96K | 0.00% | +122 | New |
| Assetmark, Inc | 126 | $4.09K | 0.00% | −11−8.0% | Reduced |
| LRI Investments, LLC | 130 | $4.21K | 0.00% | −841−86.6% | Reduced |
| Brown Brothers Harriman & Co | 137 | $4.45K | 0.00% | +17+14.2% | Added |
| Fairscale Capital, LLC | 140 | $4.55K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 150 | $4.87K | 0.00% | +150 | New |
| Game Plan Financial Advisors, LLC | 180 | $5.84K | 0.00% | −100−35.7% | Reduced |
| GoalVest Advisory LLC | 182 | $5.91K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 175 | $6.00K | 0.01% | +175 | New |
| Proathlete Wealth Management LLC | 185 | $6.01K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 200 | $6.49K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 211 | $6.85K | 0.00% | +211 | New |
| Private Trust Co NA | 214 | $6.95K | 0.00% | +201+1,546.2% | Added |
| Sound Income Strategies, LLC | 225 | $7.06K | 0.00% | +225 | New |
| Massmutual Trust Co FSB | 223 | $7.24K | 0.00% | +32+16.8% | Added |
| Truvestments Capital LLC | 225 | $7.31K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 246 | $7.99K | 0.00% | +246 | New |
| Covestor Ltd | 258 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 254 | $8.25K | 0.00% | +14+5.8% | Added |
| Newbridge Financial Services Group, Inc. | 260 | $8.44K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 264 | $8.57K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 266 | $8.64K | 0.00% | +266 | New |
| Copia Wealth Management | 270 | $8.77K | 0.01% | −168−38.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 296 | $9.61K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 341 | $11.1K | 0.00% | +341 | New |
| CVA Family Office, LLC | 365 | $11.9K | 0.00% | +300+461.5% | Added |
| Intesa Sanpaolo Wealth Management | 366 | $11.9K | 0.00% | +366 | New |
| Signature Equity Partners, LLC | 389 | $12.6K | 0.01% | +389 | New |
| Banque Transatlantique SA | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $13.0K | 0.00% | +400 | New |
| Prestige Wealth Management Group LLC | 400 | $13.0K | 0.00% | +400 | New |
| Sunbelt Securities, Inc. | 425 | $13.8K | 0.00% | +70+19.7% | Added |
| Quent Capital, LLC | 491 | $15.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 491 | $15.9K | 0.00% | +30+6.5% | Added |
| Spire Wealth Management | 503 | $16.3K | 0.00% | +1+0.2% | Added |
| Zions Bancorporation, National Association | 557 | $18.1K | 0.00% | +557 | New |
| Pinnacle Wealth Planning Services, Inc. | 577 | $18.7K | 0.00% | +577 | New |
| International Assets Investment Management, LLC | 591 | $19.2K | 0.00% | +591 | New |
| First Horizon Corp | 603 | $19.6K | 0.00% | +321+113.8% | Added |
| EverSource Wealth Advisors, LLC | 612 | $19.9K | 0.00% | −386−38.7% | Reduced |
| Fortitude Family Office, LLC | 637 | $20.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 696 | $22.6K | 0.00% | +696 | New |
| Hilltop National Bank | 735 | $23.9K | 0.01% | +110+17.6% | Added |
| Beaird Harris Wealth Management, LLC | 760 | $24.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 696 | $24.7K | 0.00% | +22+3.3% | Added |
| DV Trading LLC | 771 | $25.0K | 0.00% | +771 | New |
| Webster Bank, N. A. | 805 | $26.1K | 0.00% | −100−11.0% | Reduced |
| Smartleaf Asset Management LLC | 809 | $26.7K | 0.00% | −107−11.7% | Reduced |
| Flagship Harbor Advisors, LLC | 860 | $27.9K | 0.00% | +860 | New |