| American Capital Advisory, LLC | 1 | $138 | 0.00% | −2−66.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $138 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $138 | 0.00% | +1 | New |
| Arlington Trust Co LLC | 1 | $138 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $275 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $276 | 0.00% | −11−84.6% | Reduced |
| Crewe Advisors LLC | 2 | $276 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $413 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $413 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 4 | $550 | 0.00% | −5−55.6% | Reduced |
| Total Investment Management Inc | 4 | $550 | 0.00% | +4 | New |
| Maseco LLP | 4 | $550 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $551 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $687 | 0.00% | +2+66.7% | Added |
| Prestige Wealth Management Group LLC | 5 | $688 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $688 | 0.00% | +4+400.0% | Added |
| Bogart Wealth, LLC | 5 | $688 | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 5 | $688 | 0.00% | +5 | New |
| Main Street Group, LTD | 5 | $688 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $825 | 0.00% | +2+50.0% | Added |
| Legacy Wealth Managment, LLC | 6 | $826 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 6 | $826 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 7 | $963 | 0.00% | +3+75.0% | Added |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $1.04K | 0.00% | −177−95.7% | Reduced |
| Golden State Wealth Management, LLC | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 8 | $1.10K | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $1.24K | 0.00% | −10−52.6% | Reduced |
| Asset Dedication, LLC | 9 | $1.24K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9 | $1.24K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $1.27K | 0.00% | −13−59.1% | Reduced |
| WealthCollab, LLC | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10 | $1.47K | 0.00% | +10 | New |
| Rossby Financial, LCC | 11 | $1.51K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.93K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $1.93K | 0.00% | +10+250.0% | Added |
| NewSquare Capital LLC | 15 | $2.06K | 0.00% | +5+50.0% | Added |
| Iron Horse Wealth Management, LLC | 16 | $2.20K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $2.23K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $2.24K | 0.00% | −18−52.9% | Reduced |
| Sachetta, LLC | 17 | $2.34K | 0.00% | +7+70.0% | Added |
| Duncker Streett & Co Inc | 20 | $2.75K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $2.80K | 0.00% | +20 | New |
| Adirondack Trust Co | 21 | $2.89K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 21 | $2.89K | 0.00% | −36−63.2% | Reduced |
| Avion Wealth | 28 | $3.00K | 0.00% | +8+40.0% | Added |
| Advisors Asset Management, Inc. | 22 | $3.02K | 0.00% | −282−92.8% | Reduced |
| Toth Financial Advisory Corp | 22 | $3.03K | 0.00% | +7+46.7% | Added |
| Kilter Group LLC | 22 | $3.03K | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $3.16K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $4.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $4.14K | 0.00% | +30 | New |
| St Germain D J Co Inc | 31 | $4.26K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 30 | $4.30K | 0.00% | +4+15.4% | Added |
| Manchester Capital Management LLC | 32 | $4.40K | 0.00% | −10−23.8% | Reduced |
| Byrne Asset Management LLC | 32 | $4.40K | 0.00% | +2+6.7% | Added |
| Leonteq Securities AG | 33 | $4.54K | 0.00% | +33 | New |
| Fortitude Family Office, LLC | 33 | $4.54K | 0.00% | +33 | New |
| Abound Wealth Management | 33 | $4.54K | 0.00% | −12−26.7% | Reduced |
| Ancora Advisors, LLC | 34 | $4.68K | 0.00% | +34 | New |
| Crews Bank & Trust | 35 | $4.81K | 0.00% | +15+75.0% | Added |
| Capital Advisors, Ltd. LLC | 38 | $5.00K | 0.00% | +2+5.6% | Added |
| Harbour Investments, Inc. | 37 | $5.09K | 0.00% | −22−37.3% | Reduced |
| Blume Capital Management, Inc. | 37 | $5.09K | 0.00% | +37 | New |
| Bell Investment Advisors, Inc | 38 | $5.23K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 39 | $5.26K | 0.00% | +13+50.0% | Added |
| Bruce G. Allen Investments, LLC | 40 | $5.50K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 41 | $5.64K | 0.00% | +2+5.1% | Added |
| Capital A Wealth Management, LLC | 46 | $6.82K | 0.08% | +46 | New |
| Hager Investment Management Services, LLC | 50 | $6.88K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 51 | $7.01K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 53 | $7.60K | 0.00% | +53 | New |
| SBI Securities Co., Ltd. | 58 | $7.98K | 0.00% | −1−1.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 58 | $7.98K | 0.00% | +43+286.7% | Added |
| Mount Yale Investment Advisors, LLC | 58 | $7.98K | 0.00% | +58 | New |
| Beacon Capital Management, LLC | 58 | $8.00K | 0.00% | +8+16.0% | Added |
| Mechanics Financial Corp | 60 | $8.25K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 60 | $8.25K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 60 | $8.27K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 63 | $8.62K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 63 | $8.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 69 | $9.49K | 0.00% | +8+13.1% | Added |
| Zions Bancorporation, National Association | 76 | $10.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 74 | $10.6K | 0.00% | +74 | New |
| Cedar Mountain Advisors, LLC | 79 | $10.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 92 | $12.7K | 0.00% | −8−8.0% | Reduced |
| JFS Wealth Advisors, LLC | 93 | $12.8K | 0.00% | −1−1.1% | Reduced |
| Global Trust Asset Management, LLC | 100 | $13.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $13.8K | 0.00% | +100 | New |
| WPG Advisers, LLC | 102 | $14.0K | 0.01% | +36+54.5% | Added |
| Concord Wealth Partners | 106 | $14.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 110 | $15.1K | 0.00% | 00.0% | Unchanged |