| Coston, McIsaac & Partners | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $54 | 0.00% | −17−94.4% | Reduced |
| Pittenger & Anderson Inc | 8 | $435 | 0.00% | +8 | New |
| Archer Investment Corp | 10 | $543 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 10 | $543 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $636 | 0.00% | +2+20.0% | Added |
| Providence Capital Advisors, LLC | 15 | $815 | 0.00% | +15 | New |
| Sofos Investments, Inc. | 15 | $834 | 0.00% | +8+114.3% | Added |
| Raffa Wealth Management, LLC | 16 | $869 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 17 | $922 | 0.00% | −73−81.1% | Reduced |
| Financial Management Professionals, Inc. | 21 | $1.00K | 0.00% | +9+75.0% | Added |
| True Wealth Design, LLC | 19 | $1.03K | 0.00% | +8+72.7% | Added |
| GAMMA Investing LLC | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 22 | $1.19K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $1.26K | 0.00% | +23 | New |
| Beacon Capital Management, LLC | 24 | $1.30K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 29 | $1.57K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 32 | $1.76K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 33 | $1.79K | 0.00% | +14+73.7% | Added |
| Cape Investment Advisory, Inc. | 35 | $1.90K | 0.00% | +12+52.2% | Added |
| IFP Advisors, Inc | 35 | $1.92K | 0.00% | −73−67.6% | Reduced |
| Penserra Capital Management LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $2.17K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 40 | $2.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 40 | $2.17K | 0.00% | +40 | New |
| Armstrong Advisory Group, Inc | 40 | $2.25K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $2.47K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 49 | $2.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $2.66K | 0.00% | −69−58.5% | Reduced |
| Pineridge Advisors LLC | 50 | $2.72K | 0.00% | +50 | New |
| Main Street Group, LTD | 52 | $2.85K | 0.00% | +52 | New |
| Smartleaf Asset Management LLC | 56 | $3.00K | 0.00% | +56 | New |
| Addison Advisors LLC | 56 | $3.05K | 0.00% | +56 | New |
| First Horizon Advisors, Inc. | 56 | $3.08K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 57 | $3.10K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 60 | $3.26K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $4.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 80 | $4.34K | 0.00% | +59+281.0% | Added |
| First Command Advisory Services, Inc. | 80 | $4.35K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 80 | $4.35K | 0.00% | +80 | New |
| Chilton Capital Management LLC | 85 | $4.62K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 92 | $5.00K | 0.00% | +1+1.1% | Added |
| Hoese & Co LLP | 100 | $5.22K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $5.43K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 101 | $5.47K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 103 | $5.59K | 0.00% | +103 | New |
| General Partner, Inc. | 107 | $5.81K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 113 | $5.95K | 0.00% | −319−73.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 103 | $6.00K | 0.00% | −118−53.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 111 | $6.00K | 0.00% | +15+15.6% | Added |
| Frazier Financial Advisors, LLC | 124 | $6.74K | 0.01% | −71−36.4% | Reduced |
| Highlander Capital Management, LLC | 124 | $6.74K | 0.00% | +45+57.0% | Added |
| Key Financial Inc | 149 | $8.10K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 150 | $8.15K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 151 | $8.20K | 0.00% | −195−56.4% | Reduced |
| ICA Group Wealth Management, LLC | 154 | $8.34K | 0.00% | +52+51.0% | Added |
| WealthCollab, LLC | 160 | $8.69K | 0.01% | +51+46.8% | Added |
| HHM Wealth Advisors, LLC | 174 | $9.45K | 0.00% | +29+20.0% | Added |
| Nisa Investment Advisors, LLC | 173 | $9.49K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 178 | $9.67K | 0.00% | −3,773−95.5% | Reduced |
| IAG Wealth Partners, LLC | 180 | $9.78K | 0.00% | +180 | New |
| MB, Levis & Associates, LLC | 187 | $10.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 192 | $10.4K | 0.00% | −90−31.9% | Reduced |
| Zions Bancorporation, N.A. | 194 | $10.5K | 0.00% | −23−10.6% | Reduced |
| American Capital Advisory, LLC | 147 | $10.9K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $10.9K | 0.00% | −2−1.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 219 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 222 | $12.1K | 0.00% | −145−39.5% | Reduced |
| Ancora Advisors, LLC | 223 | $12.1K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 223 | $12.1K | 0.00% | +223 | New |
| MUFG Securities (Canada), Ltd. | 257 | $14.0K | 0.00% | +257 | New |
| Umb Bank N A | 271 | $14.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 277 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 300 | $16.3K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 307 | $16.7K | 0.00% | −44−12.5% | Reduced |
| JNBA Financial Advisors | 310 | $16.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 324 | $17.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 329 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 342 | $18.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 342 | $18.6K | 0.00% | +35+11.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 361 | $19.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 360 | $19.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 361 | $19.6K | 0.00% | −60−14.3% | Reduced |
| REAP Financial Group, LLC | 371 | $20.2K | 0.01% | −263−41.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 388 | $21.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 390 | $21.2K | 0.00% | +300+333.3% | Added |
| Asset Dedication, LLC | 416 | $22.0K | 0.00% | −407−49.5% | Reduced |
| CoreCap Advisors, LLC | 415 | $22.5K | 0.00% | +415 | New |
| Global Retirement Partners, LLC | 450 | $24.4K | 0.00% | −100−18.2% | Reduced |
| GHP Investment Advisors, Inc. | 460 | $25.0K | 0.00% | +4+0.9% | Added |
| Paladin Advisory Group, LLC | 468 | $25.7K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $27.0K | 0.02% | −5,200−91.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 500 | $27.2K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 517 | $28.0K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 535 | $29.4K | 0.00% | −26−4.6% | Reduced |
| Chesapeake Asset Management LLC | 562 | $30.5K | 0.03% | −326−36.7% | Reduced |
| Trust Co of Vermont | 600 | $32.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 592 | $33.7K | 0.00% | +12+2.1% | Added |