| American Capital Advisory, LLC | 10 | $256 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7 | $364 | 0.00% | −16,601−100.0% | Reduced |
| SJS Investment Consulting Inc. | 8 | $416 | 0.00% | +2+33.3% | Added |
| True Wealth Design, LLC | 8 | $416 | 0.00% | +5+166.7% | Added |
| Berkshire Capital Holdings Inc | 10 | $520 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $676 | 0.00% | +5+62.5% | Added |
| Riggs Asset Managment Co. Inc. | 13 | $676 | 0.00% | +13 | New |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Newbridge Financial Services Group, Inc. | 20 | $1.04K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 24 | $1.25K | 0.00% | −636−96.4% | Reduced |
| First Command Advisory Services, Inc. | 30 | $1.56K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 32 | $1.66K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $1.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $2.08K | 0.00% | +40 | New |
| CoreCap Advisors, LLC | 40 | $2.08K | 0.00% | +40 | New |
| First Pacific Financial | 44 | $2.29K | 0.00% | +13+41.9% | Added |
| Mather Group, LLC. | 75 | $2.67K | 0.00% | +75 | New |
| Castleview Partners, LLC | 54 | $2.81K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 55 | $2.99K | 0.00% | −1,030−94.9% | Reduced |
| DAGCO, Inc. | 60 | $3.12K | 0.00% | +60 | New |
| Private Wealth Management Group, LLC | 67 | $3.48K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 73 | $3.76K | 0.00% | +73 | Added |
| Missouri Trust & Investment Co | 75 | $3.90K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 75 | $4.00K | 0.00% | −75−50.0% | Reduced |
| Headlands Technologies LLC | 79 | $4.11K | 0.00% | +79 | New |
| Wetzel Investment Advisors, Inc. | 85 | $4.41K | 0.00% | +85 | New |
| Sunbelt Securities, Inc. | 85 | $4.42K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 85 | $4.42K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 85 | $4.42K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 89 | $4.63K | 0.00% | +89 | New |
| IFP Advisors, Inc | 89 | $4.63K | 0.00% | +86+2,866.7% | Added |
| Federation des caisses Desjardins du Quebec | 90 | $4.68K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 90 | $4.68K | 0.00% | +90 | New |
| Abich Financial Wealth Management LLC | 91 | $4.73K | 0.00% | +45+97.8% | Added |
| ICA Group Wealth Management, LLC | 100 | $5.20K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $5.20K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $5.20K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $5.20K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $5.20K | 0.00% | +100 | New |
| Aspect Partners, LLC | 100 | $5.20K | 0.00% | +100 | New |
| Venturi Wealth Management, LLC | 106 | $5.51K | 0.00% | +52+96.3% | Added |
| First Horizon Advisors, Inc. | 110 | $5.72K | 0.00% | +110 | New |
| Farmers & Merchants Investments Inc | 120 | $6.24K | 0.00% | +120 | New |
| Larson Financial Group LLC | 126 | $6.55K | 0.00% | +126 | New |
| MCF Advisors LLC | 140 | $7.28K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 150 | $7.80K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $7.80K | 0.00% | +150 | New |
| VitalStone Financial, LLC | 146 | $8.00K | 0.01% | +146 | New |
| Performa Ltd (US), LLC | 175 | $9.10K | 0.00% | −25−12.5% | Reduced |
| City State Bank | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 200 | $10.1K | 0.00% | +200 | New |
| TD Waterhouse Canada Inc. | 150 | $10.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 210 | $10.9K | 0.00% | +115+121.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 215 | $11.2K | 0.00% | −8,622−97.6% | Reduced |
| Bell Investment Advisors, Inc | 219 | $11.4K | 0.00% | +53+31.9% | Added |
| Legacy Bridge, LLC | 225 | $11.7K | 0.01% | +225 | New |
| Hantz Financial Services, Inc. | 235 | $12.0K | 0.00% | +235 | New |
| REAP Financial Group, LLC | 232 | $12.1K | 0.00% | +17+7.9% | Added |
| Plato Investment Management Ltd | 233 | $12.1K | 0.00% | −697−74.9% | Reduced |
| EverSource Wealth Advisors, LLC | 259 | $13.1K | 0.00% | +4+1.6% | Added |
| Massmutual Trust Co FSB | 263 | $13.7K | 0.00% | +255+3,187.5% | Added |
| Ronald Blue Trust, Inc. | 270 | $14.0K | 0.00% | −155−36.5% | Reduced |
| Hollencrest Capital Management | 280 | $14.6K | 0.00% | +280 | New |
| Benjamin F. Edwards & Company, Inc. | 292 | $15.0K | 0.00% | −97−24.9% | Reduced |
| CVA Family Office, LLC | 310 | $16.1K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 350 | $18.0K | 0.00% | +350 | New |
| Hillsdale Investment Management Inc. | 350 | $18.2K | 0.00% | −18,450−98.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 362 | $18.8K | 0.01% | +362 | New |
| Ancora Advisors, LLC | 365 | $19.0K | 0.00% | +265+265.0% | Added |
| Indiana Trust & Investment Management CO | 375 | $19.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 381 | $19.8K | 0.00% | +322+545.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 412 | $21.4K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 424 | $22.0K | 0.00% | +424 | New |
| Allworth Financial LP | 449 | $23.3K | 0.00% | +70+18.5% | Added |
| Smithfield Trust Co | 459 | $24.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $25.0K | 0.02% | −2,000−80.0% | Reduced |
| Banque Cantonale Vaudoise | 477 | $25.0K | 0.00% | +477 | New |
| Leonteq Securities AG | 486 | $25.3K | 0.00% | +371+322.6% | Added |
| Hexagon Capital Partners LLC | 489 | $25.4K | 0.01% | +16+3.4% | Added |
| Geneos Wealth Management Inc. | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 554 | $28.8K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 575 | $29.9K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 582 | $30.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 616 | $32.0K | 0.00% | −56−8.3% | Reduced |
| Huntington National Bank | 618 | $32.1K | 0.00% | +405+190.1% | Added |
| Lindbrook Capital, LLC | 633 | $32.9K | 0.00% | +473+295.6% | Added |
| Naples Money Management LLC | 707 | $36.8K | 0.04% | +8+1.1% | Added |
| Symmetry Peak Management LLC | 750 | $39.0K | 0.76% | +750 | New |
| Allspring Global Investments Holdings, LLC | 791 | $41.1K | 0.00% | −465−37.0% | Reduced |
| Principal Securities, Inc. | 812 | $42.2K | 0.00% | −63−7.2% | Reduced |
| Advisors Asset Management, Inc. | 883 | $45.9K | 0.00% | −178−16.8% | Reduced |
| Silicon Valley Capital Partners | 897 | $46.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 922 | $47.9K | 0.03% | +922 | New |
| GAMMA Investing LLC | 928 | $48.2K | 0.01% | +616+197.4% | Added |
| Evermay Wealth Management LLC | 1,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,007 | $52.4K | 0.02% | +153+17.9% | Added |
| EntryPoint Capital, LLC | 1,020 | $53.0K | 0.05% | −3,867−79.1% | Reduced |