| Westside Investment Management, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2 | $125 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $187 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3 | $187 | 0.00% | −3−50.0% | Reduced |
| Gradient Investments LLC | 4 | $249 | 0.00% | +4 | New |
| Crewe Advisors LLC | 8 | $499 | 0.00% | −104−92.9% | Reduced |
| Washington Trust Co | 8 | $499 | 0.00% | −4−33.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $624 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $624 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $624 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 9 | $734 | 0.00% | +9 | New |
| North Star Investment Management Corp. | 13 | $811 | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 13 | $811 | 0.00% | +4+44.4% | Added |
| West Paces Advisors Inc. | 13 | $811 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 14 | $873 | 0.00% | +14 | New |
| Cassady Schiller Wealth Management, LLC | 15 | $936 | 0.00% | +15 | New |
| BDO Wealth Advisors, LLC | 16 | $998 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 10 | $1.00K | 0.00% | +10 | New |
| Baystate Wealth Management LLC | 17 | $1.00K | 0.00% | +17 | New |
| Optiver Holding B.V. | 12 | $1.00K | 0.00% | +12 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 23 | $1.44K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | −27−42.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 33 | $2.06K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 37 | $2.31K | 0.00% | +37 | New |
| Romano Brothers and Company | 46 | $2.87K | 0.00% | +46 | New |
| Clearstead Advisors, LLC | 50 | $3.12K | 0.00% | +20+66.7% | Added |
| Piershale Financial Group, Inc. | 50 | $3.12K | 0.00% | +50 | New |
| Heritage Wealth Advisors | 50 | $3.12K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 50 | $3.12K | 0.00% | +14+38.9% | Added |
| Disciplined Investments, LLC | 51 | $3.18K | 0.00% | −9−15.0% | Reduced |
| Abound Wealth Management | 51 | $3.18K | 0.00% | +34+200.0% | Added |
| Glen Eagle Advisors, LLC | 60 | $3.74K | 0.00% | +9+17.6% | Added |
| SJS Investment Consulting Inc. | 60 | $3.74K | 0.00% | +25+71.4% | Added |
| Semmax Financial Advisors Inc. | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 62 | $4.00K | 0.00% | +62 | New |
| Raffa Wealth Management, LLC | 66 | $4.12K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 69 | $4.30K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 71 | $4.43K | 0.00% | +71 | New |
| Colonial Trust Co | 71 | $4.45K | 0.00% | +71 | New |
| Sofos Investments, Inc. | 62 | $4.60K | 0.05% | −186−75.0% | Reduced |
| Pflug Koory, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 82 | $5.11K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 82 | $5.11K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 86 | $5.36K | 0.00% | −3−3.4% | Reduced |
| Lee Financial Co | 86 | $5.36K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 88 | $5.49K | 0.00% | +14+18.9% | Added |
| RFP Financial Group LLC | 90 | $5.61K | 0.00% | +90 | New |
| Belmont Capital, LLC | 101 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 99 | $6.17K | 0.00% | −19−16.1% | Reduced |
| Concord Wealth Partners | 112 | $6.99K | 0.00% | +112 | New |
| Cohen & Steers, Inc. | 117 | $7.00K | 0.00% | +21+21.9% | Added |
| Archer Investment Corp | 115 | $7.17K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 120 | $7.48K | 0.02% | −480−80.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 120 | $7.48K | 0.00% | −4−3.2% | Reduced |
| Schubert & Co | 122 | $7.61K | 0.01% | −5−3.9% | Reduced |
| JJJ Advisors Inc. | 122 | $7.92K | 0.00% | −9−6.9% | Reduced |
| McIlrath & Eck, LLC | 131 | $8.17K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 132 | $8.23K | 0.00% | +92+230.0% | Added |
| Larson Financial Group LLC | 140 | $8.73K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 125 | $9.18K | 0.00% | +125 | New |
| Focused Wealth Management, Inc | 151 | $9.42K | 0.00% | +12+8.6% | Added |
| Carmichael Hill & Associates, Inc. | 155 | $9.67K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 166 | $10.4K | 0.01% | +166 | New |
| Colonial Trust Advisors | 173 | $10.8K | 0.00% | +173 | New |
| Brown Brothers Harriman & Co | 178 | $11.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 189 | $11.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $12.0K | 0.00% | −100−33.3% | Reduced |
| Financial Connections Group, Inc. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 196 | $12.2K | 0.00% | +35+21.7% | Added |
| Coastal Capital Group, Inc. | 200 | $12.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $12.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 206 | $13.0K | 0.00% | +14+7.3% | Added |
| Accurate Wealth Management, LLC | 204 | $13.1K | 0.00% | +204 | New |
| Sierra Capital LLC | 224 | $14.0K | 0.00% | +224 | New |
| Accel Wealth Management | 236 | $14.7K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 233 | $15.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 267 | $16.7K | 0.00% | +22+9.0% | Added |
| Hollencrest Capital Management | 270 | $16.8K | 0.00% | +270 | New |
| Investors Research Corp | 300 | $18.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 305 | $19.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 307 | $19.1K | 0.00% | +307 | New |
| Jones Financial Companies LLLP | 313 | $20.0K | 0.00% | +151+93.2% | Added |
| JFS Wealth Advisors, LLC | 326 | $20.3K | 0.00% | −8−2.4% | Reduced |
| Baker Avenue Asset Management, LP | 328 | $20.5K | 0.00% | +328 | New |
| Trustcore Financial Services, LLC | 352 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 362 | $22.6K | 0.01% | +362 | New |
| Massmutual Trust Co FSB | 373 | $23.0K | 0.00% | +99+36.1% | Added |
| Johnson Financial Group, Inc. | 393 | $24.5K | 0.00% | −207−34.5% | Reduced |
| Godsey & Gibb Associates | 400 | $24.9K | 0.00% | +400 | New |
| FinTrust Capital Advisors, LLC | 400 | $24.9K | 0.01% | +400 | New |
| Washington Trust Advisors, Inc. | 404 | $25.2K | 0.00% | −38−8.6% | Reduced |
| Montag A & Associates Inc | 410 | $25.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 414 | $25.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 420 | $26.2K | 0.01% | −368−46.7% | Reduced |
| HM Payson & Co | 420 | $26.2K | 0.00% | +29+7.4% | Added |
| Prestige Wealth Management Group LLC | 430 | $26.8K | 0.01% | +83+23.9% | Added |