| Navigoe, LLC | 40 | $0 | 0.00% | +40 | New |
| Highland Investment Advisors LLC | 1 | $15 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 1 | $16 | 0.00% | −733−99.9% | Reduced |
| Hughes Financial Services, LLC | 3 | $46 | 0.00% | −7−70.0% | Reduced |
| Kerr Financial Planning Corp | 3 | $47 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $62 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $77 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $78 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 6 | $93 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 8 | $124 | 0.00% | +8 | New |
| Maryland Capital Advisors Inc. | 8 | $124 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $139 | 0.00% | −1−10.0% | Reduced |
| Indiana Trust & Investment Management CO | 11 | $170 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $185 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 15,854 | $192 | 0.00% | +15,854 | New |
| True Wealth Design, LLC | 13 | $201 | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $231 | 0.00% | +15 | New |
| Dunhill Financial, LLC | 17 | $262 | 0.00% | −8−32.0% | Reduced |
| Silver Grove Financial Group, Inc. | 19 | $293 | 0.00% | +19 | New |
| DecisionPoint Financial, LLC | 21 | $328 | 0.00% | +21 | New |
| Sachetta, LLC | 25 | $386 | 0.00% | −92−78.6% | Reduced |
| Financial Management Professionals, Inc. | 26 | $401 | 0.00% | +26 | New |
| Financial Consulate, Inc | 28 | $433 | 0.00% | −10−26.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 29 | $452 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 31 | $478 | 0.00% | −9−22.5% | Reduced |
| Game Plan Financial Advisors, LLC | 33 | $509 | 0.00% | +33 | New |
| Cedar Mountain Advisors, LLC | 34 | $525 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 34 | $526 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 37 | $571 | 0.00% | +37 | New |
| Trust Co | 41 | $633 | 0.00% | +41 | New |
| Gen-Wealth Partners Inc | 50 | $772 | 0.00% | −50−50.0% | Reduced |
| Aberdeen Wealth Management LLC | 50 | $772 | 0.00% | +50 | New |
| Highline Wealth Partners LLC | 50 | $772 | 0.00% | +50 | New |
| LRI Investments, LLC | 53 | $818 | 0.00% | +53 | New |
| Winthrop Capital Management, LLC | 97 | $1.00K | 0.00% | +97 | New |
| Transamerica Financial Advisors, Inc. | 80 | $1.23K | 0.00% | +65+433.3% | Added |
| HHM Wealth Advisors, LLC | 81 | $1.25K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 90 | $1.39K | 0.00% | −10−10.0% | Reduced |
| Rosenberg Matthew Hamilton | 92 | $1.42K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 94 | $1.45K | 0.00% | −93−49.7% | Reduced |
| SOA Wealth Advisors, LLC. | 104 | $1.60K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 106 | $1.64K | 0.00% | +56+112.0% | Added |
| SJS Investment Consulting Inc. | 107 | $1.65K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 109 | $1.68K | 0.00% | +109 | New |
| Fairscale Capital, LLC | 116 | $1.79K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 118 | $1.82K | 0.00% | +118 | New |
| South State Corp. | 120 | $1.85K | 0.00% | +120 | New |
| Owl Creek Wealth Partners LLC | 120 | $1.85K | 0.00% | +120 | New |
| DiNuzzo Private Wealth, Inc. | 123 | $1.90K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 125 | $1.93K | 0.00% | −100−44.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 127 | $1.96K | 0.00% | +30+30.9% | Added |
| Cromwell Holdings LLC | 128 | $1.98K | 0.00% | +128 | New |
| Bryn Mawr Trust Co | 140 | $2.16K | 0.00% | +140 | New |
| BankPlus Trust Department | 142 | $2.19K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 149 | $2.30K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 163 | $2.52K | 0.00% | +15+10.1% | Added |
| Vision Financial Markets LLC | 166 | $2.58K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 168 | $2.59K | 0.00% | −126−42.9% | Reduced |
| Creative Capital Management Investments LLC | 183 | $2.82K | 0.00% | +183 | New |
| JPL Wealth Management, LLC | 190 | $2.93K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 210 | $3.24K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 249 | $3.84K | 0.00% | −46−15.6% | Reduced |
| Westside Investment Management, Inc. | 250 | $3.86K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 253 | $3.90K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 256 | $3.95K | 0.00% | +217+556.4% | Added |
| Bell Investment Advisors, Inc | 263 | $4.06K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 232 | $4.19K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 300 | $4.63K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 300 | $4.63K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 340 | $5.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 344 | $5.31K | 0.00% | −202−37.0% | Reduced |
| GW&K Investment Management, LLC | 392 | $6.00K | 0.00% | +392 | New |
| Quent Capital, LLC | 407 | $6.28K | 0.00% | +291+250.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 411 | $6.34K | 0.00% | −1,827−81.6% | Reduced |
| Private Wealth Management Group, LLC | 415 | $6.40K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 438 | $6.76K | 0.00% | +78+21.7% | Added |
| Alphadyne Asset Management LP | 456 | $7.04K | 0.00% | +456 | New |
| Picton Mahoney Asset Management | 467 | $7.21K | 0.00% | +467 | New |
| Fortitude Family Office, LLC | 499 | $7.70K | 0.00% | +7+1.4% | Added |
| Evolution Wealth Management Inc. | 500 | $7.71K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 500 | $7.71K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 576 | $8.00K | 0.00% | −54,742−99.0% | Reduced |
| Nemes Rush Group LLC | 526 | $8.11K | 0.00% | +1+0.2% | Added |
| JFS Wealth Advisors, LLC | 536 | $8.27K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 550 | $8.49K | 0.00% | +550 | New |
| Farmers & Merchants Investments Inc | 570 | $8.79K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 600 | $9.26K | 0.00% | −27−4.3% | Reduced |
| Global Retirement Partners, LLC | 656 | $10.1K | 0.00% | +656 | New |
| Oakworth Capital, Inc. | 650 | $10.1K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 657 | $10.1K | 0.00% | +657 | New |
| Creative Financial Designs Inc | 725 | $11.2K | 0.00% | +500+222.2% | Added |
| NBC Securities, Inc. | 735 | $11.3K | 0.00% | −190−20.5% | Reduced |
| Copia Wealth Management | 754 | $11.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 776 | $12.0K | 0.01% | +456+142.5% | Added |
| Essential Partners LLC | 792 | $12.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 859 | $13.3K | 0.00% | +31+3.7% | Added |
| Contravisory Investment Management, Inc. | 873 | $13.5K | 0.00% | +873 | New |
| Zions Bancorporation, National Association | 910 | $14.0K | 0.00% | −275−23.2% | Reduced |