| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $62 | 0.00% | −4,000−100.0% | Reduced |
| Signature Resources Capital Management, LLC | 1 | $62 | 0.00% | −99−99.0% | Reduced |
| Tortoise Investment Management, LLC | 1 | $62 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $62 | 0.00% | +1 | New |
| Guerra Advisors Inc | 4 | $246 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 6 | $369 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $431 | 0.00% | −5−41.7% | Reduced |
| Bare Financial Services, Inc | 7 | $431 | 0.00% | +7 | New |
| Brown Shipley& Co Ltd | 8 | $492 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $492 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $615 | 0.00% | +10 | New |
| Perritt Capital Management Inc | 10 | $615 | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 12 | $738 | 0.00% | +5+71.4% | Added |
| Transamerica Financial Advisors, Inc. | 12 | $738 | 0.00% | +12 | New |
| DecisionPoint Financial, LLC | 14 | $884 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $984 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Winch Advisory Services, LLC | 20 | $1.23K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 21 | $1.29K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 21 | $1.29K | 0.00% | +21 | New |
| Islay Capital Management, LLC | 22 | $1.35K | 0.00% | +12+120.0% | Added |
| Retirement Wealth Solutions LLC | 23 | $1.42K | 0.00% | +23 | New |
| C M Bidwell & Associates Ltd | 26 | $1.60K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 26 | $1.60K | 0.00% | +26 | New |
| Highline Wealth Partners LLC | 27 | $1.66K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $1.77K | 0.00% | +29 | New |
| Strategic Wealth Partners, Ltd. | 29 | $1.78K | 0.00% | −179−86.1% | Reduced |
| Evergreen Private Wealth LLC | 30 | $1.84K | 0.00% | +30 | New |
| Financial Perspectives, Inc | 32 | $1.97K | 0.00% | +32 | New |
| FNY Investment Advisers, LLC | 44 | $2.00K | 0.00% | −5,790−99.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 33 | $2.03K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 35 | $2.15K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 36 | $2.21K | 0.00% | +36 | New |
| Pension & Wealth Management Advisors, Inc. | 38 | $2.34K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 40 | $2.46K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 40 | $2.46K | 0.00% | +40 | New |
| TD Capital Management LLC | 42 | $2.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $2.89K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 51 | $3.14K | 0.00% | +1+2.0% | Added |
| HighMark Wealth Management LLC | 58 | $3.57K | 0.00% | +45+346.2% | Added |
| Family Legacy Financial Solutions, LLC | 60 | $3.69K | 0.00% | +45+300.0% | Added |
| TD Private Client Wealth LLC | 62 | $3.81K | 0.00% | +10+19.2% | Added |
| South State Corp. | 66 | $4.06K | 0.00% | +64+3,200.0% | Added |
| Kennebec Savings Bank | 70 | $4.30K | 0.00% | +70 | New |
| Activest Wealth Management | 71 | $4.35K | 0.00% | +70+7,000.0% | Added |
| Quarry LP | 73 | $4.49K | 0.00% | +73 | New |
| Heritage Wealth Advisors | 75 | $4.61K | 0.00% | −3−3.8% | Reduced |
| UMA Financial Services, Inc. | 76 | $4.67K | 0.00% | +14+22.6% | Added |
| FSA Wealth Management LLC | 80 | $4.92K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $4.92K | 0.00% | +80 | New |
| Aventura Private Wealth, LLC | 94 | $5.78K | 0.00% | +94 | New |
| MPWM Advisory Solutions, LLC | 95 | $5.84K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 102 | $6.14K | 0.00% | +56+121.7% | Added |
| Toth Financial Advisory Corp | 100 | $6.15K | 0.00% | −100−50.0% | Reduced |
| Vision Financial Markets LLC | 100 | $6.15K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 100 | $6.15K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $6.15K | 0.00% | +25+33.3% | Added |
| Tower View Investment Management & Research LLC | 100 | $6.15K | 0.00% | +100 | New |
| Vermillion & White Wealth Management Group, LLC | 101 | $6.21K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 104 | $6.40K | 0.00% | −10−8.8% | Reduced |
| First Horizon Corp | 108 | $6.64K | 0.00% | +108 | New |
| Westfuller Advisors, LLC | 117 | $7.20K | 0.00% | +117 | New |
| First United Bank Trust | 120 | $7.38K | 0.00% | +120 | New |
| Aspect Partners, LLC | 127 | $7.81K | 0.00% | +70+122.8% | Added |
| Goodman Advisory Group, LLC | 127 | $7.81K | 0.00% | +127 | New |
| Cedar Mountain Advisors, LLC | 130 | $8.00K | 0.00% | −120−48.0% | Reduced |
| Rialto Wealth Management, LLC | 147 | $9.04K | 0.00% | −36−19.7% | Reduced |
| American Capital Advisory, LLC | 148 | $9.10K | 0.00% | +16+12.1% | Added |
| Caldwell Sutter Capital, Inc. | 148 | $9.10K | 0.00% | +148 | New |
| Nemes Rush Group LLC | 150 | $9.22K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 150 | $9.22K | 0.01% | +150 | New |
| Assetmark, Inc | 154 | $9.47K | 0.00% | +139+926.7% | Added |
| Kozak & Associates, Inc. | 200 | $9.56K | 0.00% | +100+100.0% | Added |
| New Millennium Group LLC | 157 | $9.66K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 160 | $9.84K | 0.00% | +27+20.3% | Added |
| WPG Advisers, LLC | 163 | $10.0K | 0.01% | +163 | New |
| Crewe Advisors LLC | 198 | $12.2K | 0.00% | +47+31.1% | Added |
| NVWM, LLC | 200 | $12.3K | 0.00% | +200 | New |
| Marshall & Sterling Wealth Advisors Inc. | 200 | $12.3K | 0.01% | +200 | New |
| Rossby Financial, LCC | 200 | $12.6K | 0.00% | +200 | New |
| Accent Capital Management, LLC | 216 | $13.3K | 0.01% | −130−37.6% | Reduced |
| Westend Capital Management, LLC | 224 | $13.8K | 0.00% | +224 | New |
| Avion Wealth | 240 | $14.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 235 | $14.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 200 | $14.7K | 0.00% | +200 | New |
| ORG Partners LLC | 240 | $14.8K | 0.00% | −285−54.3% | Reduced |
| Harbor Investment Advisory, LLC | 260 | $16.0K | 0.00% | +60+30.0% | Added |
| Strategic Investment Solutions, Inc. | 271 | $16.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 292 | $18.0K | 0.00% | +76+35.2% | Added |
| CKW Financial Group | 301 | $19.0K | 0.00% | +13+4.5% | Added |
| Main Street Group, LTD | 321 | $19.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 325 | $20.0K | 0.01% | −1−0.3% | Reduced |
| Gould Capital, LLC | 350 | $21.5K | 0.01% | +100+40.0% | Added |
| Geneos Wealth Management Inc. | 355 | $21.8K | 0.00% | +95+36.5% | Added |
| Fifth Third Bancorp | 356 | $21.9K | 0.00% | +150+72.8% | Added |
| Murphy & Mullick Capital Management Corp | 360 | $22.0K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 359 | $22.1K | 0.00% | +359 | New |
| Salem Investment Counselors Inc | 370 | $22.8K | 0.00% | +10+2.8% | Added |