| TFC Financial Management | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $130 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1 | $131 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $199 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $210 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4 | $267 | 0.00% | −1,269−99.7% | Reduced |
| Darwin Advisors, LLC | 5 | $333 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $343 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $400 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $400 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7 | $466 | 0.00% | −39−84.8% | Reduced |
| Parkside Financial Bank & Trust | 7 | $467 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 8 | $516 | 0.00% | −285−97.3% | Reduced |
| Capital A Wealth Management, LLC | 8 | $533 | 0.00% | +8 | New |
| Center for Financial Planning, Inc. | 8 | $534 | 0.00% | +8 | New |
| Steward Partners Investment Advisory, LLC | 10 | $666 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $666 | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 10 | $666 | 0.00% | +10 | New |
| Lindbrook Capital, LLC | 11 | $733 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $830 | 0.00% | +12 | New |
| High Note Wealth, LLC | 13 | $866 | 0.00% | +13 | New |
| Copia Wealth Management | 14 | $933 | 0.00% | +14 | New |
| Rothschild Investment LLC | 15 | $1.00K | 0.00% | −28−65.1% | Reduced |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $1.07K | 0.00% | +16 | New |
| Tidemark, LLC | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 20 | $1.33K | 0.00% | +20 | New |
| Salem Investment Counselors Inc | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 25 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 27 | $1.82K | 0.00% | +27 | New |
| Sanctuary Wealth Management, L.L.C. | 28 | $1.87K | 0.00% | +18+180.0% | Added |
| Rocky Mountain Advisers, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Maia Wealth LLC | 30 | $2.00K | 0.00% | +30 | New |
| LGT Financial Advisors LLC | 31 | $2.07K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 31 | $2.09K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 32 | $2.13K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33 | $2.22K | 0.00% | −10−23.3% | Reduced |
| Asset Dedication, LLC | 34 | $2.27K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 35 | $2.33K | 0.00% | −59−62.8% | Reduced |
| Private Wealth Management Group, LLC | 35 | $2.33K | 0.00% | +12+52.2% | Added |
| Heritage Wealth Advisors | 35 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $2.73K | 0.00% | −800−95.1% | Reduced |
| Hollencrest Capital Management | 41 | $2.73K | 0.00% | +41 | New |
| Allworth Financial LP | 44 | $2.96K | 0.00% | +1+2.3% | Added |
| Colonial Trust Advisors | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 49 | $3.27K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 67 | $4.46K | 0.00% | +67 | New |
| Bell Investment Advisors, Inc | 73 | $4.87K | 0.00% | −18−19.8% | Reduced |
| Painted Porch Advisors LLC | 75 | $4.97K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 75 | $5.00K | 0.00% | −1−1.3% | Reduced |
| IFP Advisors, Inc | 78 | $5.20K | 0.00% | +28+56.0% | Added |
| Massmutual Trust Co FSB | 85 | $5.66K | 0.00% | +4+4.9% | Added |
| Bessemer Group Inc | 95 | $6.00K | 0.00% | +33+53.2% | Added |
| DHJJ Financial Advisors, Ltd. | 93 | $6.20K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 99 | $6.60K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 99 | $6.60K | 0.00% | +99 | New |
| Leonteq Securities AG | 100 | $6.66K | 0.00% | −100−50.0% | Reduced |
| Clearstead Advisors, LLC | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 103 | $6.86K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 106 | $7.00K | 0.00% | −306−74.3% | Reduced |
| PSI Advisors, LLC | 110 | $7.33K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 114 | $7.43K | 0.00% | −59−34.1% | Reduced |
| TD Waterhouse Canada Inc. | 112 | $7.47K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 127 | $8.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 139 | $9.26K | 0.00% | +95+215.9% | Added |
| Harbour Investments, Inc. | 140 | $9.36K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 143 | $9.57K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 161 | $10.7K | 0.01% | −8−4.7% | Reduced |
| North Star Investment Management Corp. | 165 | $11.0K | 0.00% | +120+266.7% | Added |
| USA Financial Portformulas Corp | 172 | $11.5K | 0.00% | −11−6.0% | Reduced |
| Clean Yield Group | 173 | $11.5K | 0.00% | +1+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 173 | $11.5K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 173 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 184 | $12.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 188 | $12.5K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 219 | $14.6K | 0.00% | −170−43.7% | Reduced |
| Quadrant Capital Group LLC | 222 | $14.8K | 0.00% | +1+0.5% | Added |
| SRS Capital Advisors, Inc. | 235 | $15.7K | 0.00% | +119+102.6% | Added |
| MAI Capital Management | 242 | $16.1K | 0.00% | +242 | New |
| Horrell Capital Management, Inc. | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 299 | $19.9K | 0.00% | +3+1.0% | Added |
| Capital Analysts, LLC | 300 | $20.0K | 0.00% | +159+112.8% | Added |
| AdvisorNet Financial, Inc | 306 | $20.4K | 0.00% | −23−7.0% | Reduced |
| Spire Wealth Management | 310 | $20.7K | 0.00% | −533−63.2% | Reduced |
| Huntington National Bank | 311 | $20.7K | 0.00% | +6+2.0% | Added |
| Crowley Wealth Management, Inc. | 360 | $24.0K | 0.02% | +360 | New |
| Larson Financial Group LLC | 365 | $24.3K | 0.00% | +26+7.7% | Added |
| Fifth Third Bancorp | 386 | $25.7K | 0.00% | +26+7.2% | Added |
| Quest Partners LLC | 396 | $26.4K | 0.00% | −310−43.9% | Reduced |