| PFG Private Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 9 | $579 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 10 | $603 | 0.00% | −8−44.4% | Reduced |
| Parkside Financial Bank & Trust | 10 | $603 | 0.00% | +10 | New |
| Creative Financial Designs Inc | 11 | $664 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $784 | 0.00% | +13 | New |
| JTC Employer Solutions Trusteee Ltd | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 17 | $1.02K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $1.02K | 0.00% | +17 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 25 | $1.51K | 0.00% | +25 | New |
| Sofos Investments, Inc. | 60 | $1.71K | 0.02% | +60 | New |
| Prestige Wealth Management Group LLC | 30 | $1.81K | 0.00% | +30 | New |
| Key Financial Inc | 36 | $1.85K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 30 | $1.90K | 0.00% | +30 | New |
| SOA Wealth Advisors, LLC. | 33 | $1.96K | 0.00% | +1+3.1% | Added |
| Tyler-Stone Wealth Management | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 32 | $2.00K | 0.00% | +32 | New |
| New Millennium Group LLC | 34 | $2.05K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 35 | $2.11K | 0.00% | −49−58.3% | Reduced |
| Colonial Trust Co | 35 | $2.13K | 0.00% | +35 | New |
| PSI Advisors, LLC | 45 | $2.71K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 61 | $3.68K | 0.00% | −146−70.5% | Reduced |
| Crewe Advisors LLC | 63 | $3.80K | 0.00% | +63 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 74 | $4.00K | 0.00% | +74 | New |
| HighMark Wealth Management LLC | 78 | $4.70K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 82 | $4.95K | 0.00% | +82 | New |
| Macroview Investment Management LLC | 89 | $5.37K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 89 | $5.37K | 0.00% | +89 | New |
| Mendota Financial Group, LLC | 95 | $5.73K | 0.01% | +95 | New |
| Level Financial Advisors, Inc. | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 94 | $6.00K | 0.00% | +32+51.6% | Added |
| Delta Asset Management LLC | 100 | $6.03K | 0.00% | +100 | New |
| Gradient Investments LLC | 101 | $6.09K | 0.00% | −29−22.3% | Reduced |
| Old Second National Bank of Aurora | 111 | $6.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 122 | $7.36K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 128 | $7.72K | 0.00% | +128 | New |
| Raffa Wealth Management, LLC | 131 | $7.90K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 151 | $9.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 150 | $9.05K | 0.00% | +150 | New |
| HHM Wealth Advisors, LLC | 159 | $9.59K | 0.00% | +25+18.7% | Added |
| Farther Finance Advisors, LLC | 160 | $9.65K | 0.00% | +160 | New |
| Endurance Wealth Management, Inc. | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 202 | $10.4K | 0.00% | +1+0.5% | Added |
| HM Payson & Co | 175 | $10.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 182 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 183 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 196 | $11.8K | 0.01% | +196 | New |
| Sound Income Strategies, LLC | 198 | $11.9K | 0.00% | +180+1,000.0% | Added |
| Ancora Advisors, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,199 | $12.2K | 0.00% | +48+0.7% | Added |
| Grey Fox Wealth Advisors, LLC | 205 | $12.4K | 0.01% | +205 | New |
| Capital Directions Investment Advisors, LLC | 210 | $12.7K | 0.00% | +210 | Added |
| Citizens National Bank Trust Department | 219 | $13.0K | 0.00% | −73−25.0% | Reduced |
| Godsey & Gibb Associates | 229 | $13.8K | 0.00% | +229 | New |
| Pin Oak Investment Advisors Inc | 228 | $14.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 234 | $14.1K | 0.00% | 00.0% | Unchanged |
| Motco | 237 | $14.3K | 0.00% | +237 | New |
| Group One Trading, L.P. | 240 | $14.5K | 0.00% | −96−28.6% | Reduced |
| Rise Advisors, LLC | 244 | $14.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 275 | $16.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 281 | $16.9K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 309 | $18.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 320 | $19.3K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 328 | $19.8K | 0.01% | +328 | New |
| Clearstead Advisors, LLC | 343 | $20.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 390 | $23.9K | 0.00% | −56−12.6% | Reduced |
| Tower Research Capital LLC (TRC) | 421 | $25.0K | 0.00% | −965−69.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 429 | $25.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 432 | $26.1K | 0.00% | +395+1,067.6% | Added |
| Retirement Financial Solutions, LLC | 434 | $26.2K | 0.02% | +434 | New |
| Mascoma Wealth Management LLC | 440 | $26.5K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 446 | $26.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 462 | $27.9K | 0.00% | +462 | New |
| Glassman Wealth Services | 469 | $28.3K | 0.01% | −64−12.0% | Reduced |
| Baystate Wealth Management LLC | 472 | $29.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 500 | $30.2K | 0.00% | +250+100.0% | Added |
| EWG Elevate Inc. | 500 | $30.2K | 0.02% | +500 | New |
| Halpern Financial, Inc. | 517 | $31.2K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 577 | $34.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 571 | $35.7K | 0.00% | +86+17.7% | Added |
| Founders Capital Management | 608 | $37.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 627 | $37.8K | 0.02% | +100+19.0% | Added |
| Spire Wealth Management | 635 | $38.0K | 0.00% | +11+1.8% | Added |
| EverSource Wealth Advisors, LLC | 630 | $38.0K | 0.01% | +106+20.2% | Added |
| AXA S.A. | 630 | $38.0K | 0.00% | +107+20.5% | Added |
| Belpointe Asset Management LLC | 640 | $38.6K | 0.00% | +640 | New |
| Vigilant Capital Management, LLC | 640 | $39.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 651 | $39.3K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 673 | $41.0K | 0.00% | −233−25.7% | Reduced |
| Caldwell Trust Co | 687 | $41.4K | 0.01% | +458+200.0% | Added |
| Global Retirement Partners, LLC | 692 | $41.7K | 0.00% | +9+1.3% | Added |
| Glen Eagle Advisors, LLC | 696 | $42.0K | 0.01% | +4+0.6% | Added |
| Cambridge Trust Co | 689 | $42.0K | 0.00% | −375−35.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 730 | $44.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 740 | $44.6K | 0.02% | −40−5.1% | Reduced |
| Rosenberg Matthew Hamilton | 744 | $44.9K | 0.02% | 00.0% | Unchanged |
