| Cloud Capital Management, LLC | 13 | $0 | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 1 | $62 | 0.00% | −8−88.9% | Reduced |
| SJS Investment Consulting Inc. | 1 | $62 | 0.00% | −8−88.9% | Reduced |
| Turning Point Benefit Group, Inc. | 2 | $121 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $123 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2 | $123 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $139 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $185 | 0.00% | −10−76.9% | Reduced |
| Core Alternative Capital | 3 | $185 | 0.00% | −5−62.5% | Reduced |
| First Horizon Corp | 3 | $185 | 0.00% | +3 | New |
| First Pacific Financial | 3 | $185 | 0.00% | +3 | New |
| Davis Capital Management | 3 | $185 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $185 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $214 | 0.00% | −38−92.7% | Reduced |
| HFM Investment Advisors, LLC | 4 | $246 | 0.00% | −3−42.9% | Reduced |
| Solstein Capital, LLC | 5 | $308 | 0.00% | −1,216−99.6% | Reduced |
| Rakuten Securities, Inc. | 6 | $369 | 0.00% | +6 | New |
| Binnacle Investments Inc | 6 | $369 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 6 | $372 | 0.00% | −26−81.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $430 | 0.00% | −1−12.5% | Reduced |
| TFC Financial Management | 7 | $431 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 7 | $431 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 8 | $488 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 8 | $492 | 0.00% | +8 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $493 | 0.00% | −70−89.7% | Reduced |
| American Capital Advisory, LLC | 8 | $493 | 0.00% | −2−20.0% | Reduced |
| NVWM, LLC | 10 | $615 | 0.00% | +5+100.0% | Added |
| JFS Wealth Advisors, LLC | 10 | $616 | 0.00% | −44−81.5% | Reduced |
| Hoey Investments, Inc | 10 | $616 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 11 | $677 | 0.00% | −18−62.1% | Reduced |
| Creative Financial Designs Inc | 11 | $688 | 0.00% | +5+83.3% | Added |
| Bell Investment Advisors, Inc | 13 | $801 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 13 | $805 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 14 | $862 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $878 | 0.00% | −7−35.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $923 | 0.00% | −14−48.3% | Reduced |
| Boyd Watterson Asset Management LLC | 15 | $923 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 17 | $1.05K | 0.00% | +17 | New |
| Winnow Wealth LLC | 18 | $1.12K | 0.00% | +18 | New |
| Clark Wealth Partners | 17 | $1.15K | 0.00% | +17 | New |
| Financial Consulate, Inc | 19 | $1.17K | 0.00% | +19 | New |
| ZRC Wealth Management, LLC | 19 | $1.17K | 0.00% | +19 | New |
| MCF Advisors LLC | 22 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 22 | $1.35K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 22 | $1.35K | 0.00% | +22 | New |
| Sound Income Strategies, LLC | 23 | $1.37K | 0.00% | −93−80.2% | Reduced |
| Estabrook Capital Management | 23 | $1.42K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 24 | $1.48K | 0.00% | +24 | New |
| Principia Wealth Advisory, LLC | 25 | $1.54K | 0.00% | +12+92.3% | Added |
| ORG Partners LLC | 26 | $1.60K | 0.00% | −59−69.4% | Reduced |
| Fortitude Family Office, LLC | 27 | $1.66K | 0.00% | −22−44.9% | Reduced |
| Stance Capital LLC | 27 | $1.66K | 0.00% | +27 | New |
| Bogart Wealth, LLC | 28 | $1.72K | 0.00% | −56−66.7% | Reduced |
| WPG Advisers, LLC | 28 | $1.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $1.79K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $1.89K | 0.00% | +18+150.0% | Added |
| Asset Dedication, LLC | 32 | $1.97K | 0.00% | −63−66.3% | Reduced |
| Avion Wealth | 47 | $2.00K | 0.00% | +36+327.3% | Added |
| Hughes Financial Services, LLC | 32 | $2.01K | 0.00% | +25+357.1% | Added |
| Strive Asset Management, LLC | 33 | $2.03K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $2.09K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 34 | $2.09K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 40 | $2.46K | 0.00% | +40 | New |
| DT Investment Partners, LLC | 46 | $2.83K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 47 | $2.89K | 0.00% | +47 | New |
| Steigerwald, Gordon & Koch Inc. | 47 | $2.89K | 0.00% | +47 | New |
| Walleye Capital LLC | 48 | $2.95K | 0.00% | −1,437−96.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Ameritas Advisory Services, LLC | 50 | $3.08K | 0.00% | −180−78.3% | Reduced |
| Howard Hughes Medical Institute | 55 | $3.38K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 56 | $3.45K | 0.00% | +38+211.1% | Added |
| Johnson Financial Group, Inc. | 59 | $3.65K | 0.00% | +59 | New |
| Harbor Investment Advisory, LLC | 62 | $3.81K | 0.00% | −29−31.9% | Reduced |
| Horizon Bancorp Inc | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 68 | $4.00K | 0.00% | −6−8.1% | Reduced |
| Ogorek Anthony Joseph | 68 | $4.00K | 0.00% | +68 | New |
| Bruce G. Allen Investments, LLC | 67 | $4.12K | 0.00% | −29−30.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 77 | $4.74K | 0.00% | +6+8.5% | Added |
| Graney & King, LLC | 81 | $4.99K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 83 | $5.11K | 0.00% | −39−32.0% | Reduced |
| Caldwell Trust Co | 96 | $5.91K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 97 | $5.97K | 0.00% | +45+86.5% | Added |
| Hanson & Doremus Investment Management | 96 | $6.00K | 0.00% | −1,220−92.7% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $6.10K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $6.15K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $6.15K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $6.19K | 0.00% | +1+1.0% | Added |
| Covestor Ltd | 136 | $8.00K | 0.00% | −12−8.1% | Reduced |
| Tidemark, LLC | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 134 | $8.25K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 136 | $8.37K | 0.00% | −1,186−89.7% | Reduced |
| CVA Family Office, LLC | 136 | $8.37K | 0.00% | −135−49.8% | Reduced |
| Private Wealth Management Group, LLC | 137 | $8.43K | 0.00% | +5+3.8% | Added |
| Quent Capital, LLC | 137 | $8.43K | 0.00% | +137 | New |
| Root Financial Partners, LLC | 138 | $8.49K | 0.00% | +138 | New |
| Navigoe, LLC | 157 | $9.00K | 0.01% | +157 | New |