| Capital Advisors, Ltd. LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 7 | $0 | 0.00% | +7 | New |
| Navigoe, LLC | 30 | $0 | 0.00% | +30 | New |
| Ankerstar Wealth, LLC | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 5 | $93 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $111 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $111 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 7 | $130 | 0.00% | +7 | New |
| Glen Eagle Advisors, LLC | 7 | $138 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $149 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 9 | $167 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 10 | $186 | 0.00% | +10 | New |
| DecisionPoint Financial, LLC | 12 | $218 | 0.00% | +12 | New |
| Ameriflex Group, Inc. | 14 | $260 | 0.00% | +14 | New |
| Silver Grove Financial Group, Inc. | 17 | $315 | 0.00% | +17 | New |
| Quaker Wealth Management, LLC | 19 | $353 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 21 | $390 | 0.00% | +21 | New |
| Rakuten Securities, Inc. | 22 | $408 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $409 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $464 | 0.00% | −47−65.3% | Reduced |
| REAP Financial Group, LLC | 25 | $464 | 0.00% | +25 | New |
| North Star Investment Management Corp. | 27 | $501 | 0.00% | +27 | New |
| American Capital Advisory, LLC | 29 | $538 | 0.00% | +18+163.6% | Added |
| IFG Advisory, LLC | 30 | $557 | 0.00% | +30 | New |
| Strategic Wealth Partners, Ltd. | 34 | $631 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $650 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 37 | $686 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 40 | $742 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 40 | $742 | 0.00% | +40 | New |
| Rossby Financial, LCC | 42 | $779 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 43 | $798 | 0.00% | −1,182−96.5% | Reduced |
| Bryn Mawr Trust Co | 43 | $798 | 0.00% | +43 | New |
| Breakwater Investment Management | 46 | $854 | 0.00% | +46 | New |
| Hughes Financial Services, LLC | 47 | $872 | 0.00% | +4+9.3% | Added |
| Avion Wealth | 102 | $1.00K | 0.00% | +102 | New |
| Ronald Blue Trust, Inc. | 57 | $1.06K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 58 | $1.08K | 0.00% | +30+107.1% | Added |
| Activest Wealth Management | 59 | $1.09K | 0.00% | +59 | New |
| Toth Financial Advisory Corp | 60 | $1.11K | 0.00% | +60 | New |
| Whipplewood Advisors, LLC | 65 | $1.21K | 0.00% | +10+18.2% | Added |
| Bay Harbor Wealth Management, LLC | 65 | $1.21K | 0.00% | +13+25.0% | Added |
| TD Private Client Wealth LLC | 71 | $1.32K | 0.00% | −16−18.4% | Reduced |
| Cromwell Holdings LLC | 71 | $1.32K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 85 | $1.58K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 87 | $1.61K | 0.00% | +37+74.0% | Added |
| TD Waterhouse Canada Inc. | 95 | $1.72K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 96 | $1.78K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 110 | $2.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 114 | $2.12K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 130 | $2.41K | 0.00% | +130 | New |
| William B. Walkup & Associates, Inc. | 135 | $2.50K | 0.00% | +135 | New |
| Steward Partners Investment Advisory, LLC | 138 | $2.56K | 0.00% | −362−72.4% | Reduced |
| Bell Investment Advisors, Inc | 142 | $2.63K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 154 | $2.86K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 161 | $2.99K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 172 | $3.11K | 0.00% | +61+55.0% | Added |
| Rialto Wealth Management, LLC | 180 | $3.34K | 0.00% | +64+55.2% | Added |
| Action Point Financial Planning, LLC | 186 | $3.41K | 0.00% | +186 | New |
| Zions Bancorporation, National Association | 190 | $3.52K | 0.00% | +9+5.0% | Added |
| Bellevue Asset Management, LLC | 195 | $3.62K | 0.00% | +195 | New |
| GHP Investment Advisors, Inc. | 200 | $3.71K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 204 | $3.79K | 0.00% | +122+148.8% | Added |
| Cornerstone Planning Group LLC | 187 | $3.80K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 212 | $3.84K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 209 | $3.88K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 243 | $4.51K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 248 | $4.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 257 | $4.77K | 0.00% | +13+5.3% | Added |
| Huntington National Bank | 261 | $4.84K | 0.00% | +89+51.7% | Added |
| Keating Financial Advisory Services, Inc. | 269 | $4.99K | 0.00% | +1+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 275 | $5.10K | 0.00% | +20+7.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 275 | $5.10K | 0.00% | +68+32.9% | Added |
| Assetmark, Inc | 287 | $5.32K | 0.00% | +40+16.2% | Added |
| NBT Bank N A | 299 | $5.55K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 309 | $5.73K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 314 | $5.82K | 0.00% | +3+1.0% | Added |
| Farmers & Merchants Investments Inc | 330 | $6.12K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 343 | $6.36K | 0.00% | +116+51.1% | Added |
| Valley National Advisers Inc | 345 | $6.40K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 351 | $6.51K | 0.00% | +351 | New |
| Bullock Wealth Management Group | 377 | $6.82K | 0.00% | +377 | New |
| Covestor Ltd | 401 | $7.00K | 0.00% | +39+10.8% | Added |
| Trust Co of Toledo NA | 400 | $7.42K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 400 | $7.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 413 | $7.66K | 0.00% | +91+28.3% | Added |
| Group One Trading, L.P. | 424 | $7.87K | 0.00% | +424 | New |
| Archer Investment Corp | 425 | $7.88K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 427 | $7.92K | 0.00% | +52+13.9% | Added |
| First Horizon Corp | 436 | $8.09K | 0.00% | +436 | New |
| CVA Family Office, LLC | 441 | $8.18K | 0.00% | −94−17.6% | Reduced |
| Bangor Savings Bank | 450 | $8.35K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 480 | $8.90K | 0.00% | +435+966.7% | Added |
| Armstrong Advisory Group, Inc | 500 | $9.28K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 509 | $9.44K | 0.00% | −224−30.6% | Reduced |
| Private Wealth Asset Management, LLC | 524 | $9.72K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 533 | $9.89K | 0.00% | +533 | New |
| Harbour Investments, Inc. | 541 | $10.0K | 0.00% | +513+1,832.1% | Added |