| Allied Private Wealth LLC | 1 | $52 | 0.00% | +1 | New |
| Kilter Group LLC | 2 | $93 | 0.00% | +1+100.0% | Added |
| Advocate Investing Services LLC | 4 | $185 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $231 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 5 | $231 | 0.00% | +5 | New |
| Stone House Investment Management, LLC | 6 | $278 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 9 | $417 | 0.00% | −1−10.0% | Reduced |
| North Star Investment Management Corp. | 12 | $555 | 0.00% | +12 | New |
| Action Point Financial Planning, LLC | 13 | $601 | 0.00% | +13 | New |
| Tradewinds Capital Management, LLC | 20 | $925 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 20 | $925 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 22 | $1.02K | 0.00% | +22 | New |
| Pension & Wealth Management Advisors, Inc. | 42 | $1.94K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 44 | $2.04K | 0.00% | +44 | New |
| Westend Capital Management, LLC | 60 | $2.77K | 0.00% | +60 | New |
| TD Private Client Wealth LLC | 62 | $2.87K | 0.00% | +47+313.3% | Added |
| BOK Financial Private Wealth, Inc. | 63 | $2.91K | 0.00% | +63 | New |
| ZRC Wealth Management, LLC | 64 | $2.96K | 0.00% | +64 | New |
| JFS Wealth Advisors, LLC | 72 | $3.33K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 84 | $3.88K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 84 | $3.88K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 86 | $3.98K | 0.00% | −11−11.3% | Reduced |
| Parkside Financial Bank & Trust | 89 | $4.12K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 98 | $4.53K | 0.00% | −4−3.9% | Reduced |
| Vermillion Wealth Management, Inc. | 100 | $4.63K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 100 | $4.63K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 102 | $4.72K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 106 | $4.90K | 0.00% | +106 | New |
| Transamerica Financial Advisors, Inc. | 110 | $5.09K | 0.00% | +102+1,275.0% | Added |
| SBI Securities Co., Ltd. | 112 | $5.18K | 0.00% | +8+7.7% | Added |
| Financial Gravity Companies, Inc. | 115 | $5.32K | 0.00% | +115 | New |
| Bruce G. Allen Investments, LLC | 138 | $6.38K | 0.00% | +36+35.3% | Added |
| Bell Investment Advisors, Inc | 141 | $6.52K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 144 | $6.66K | 0.00% | +122+554.5% | Added |
| Cornerstone Financial Management LLC | 164 | $7.58K | 0.01% | +58+54.7% | Added |
| Nisa Investment Advisors, LLC | 174 | $8.05K | 0.00% | +12+7.4% | Added |
| Silver Grove Financial Group, Inc. | 195 | $9.02K | 0.00% | +195 | New |
| IAG Wealth Partners, LLC | 200 | $9.25K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 212 | $9.80K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 222 | $10.3K | 0.00% | +222 | New |
| Cornerstone Planning Group LLC | 225 | $11.4K | 0.00% | +41+22.3% | Added |
| Atlantic Union Bankshares Corp | 250 | $11.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 255 | $11.8K | 0.00% | −2−0.8% | Reduced |
| Valley National Advisers Inc | 283 | $13.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 315 | $14.6K | 0.00% | −200−38.8% | Reduced |
| Essential Partners LLC | 337 | $15.6K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 350 | $16.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 353 | $16.3K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 374 | $17.3K | 0.00% | +374 | New |
| CoreCap Advisors, LLC | 400 | $18.5K | 0.00% | +400 | New |
| Tobam | 295 | $19.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 445 | $20.6K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 446 | $20.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 449 | $20.8K | 0.00% | +449 | New |
| Jackson, Grant Investment Advisers, Inc. | 450 | $20.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 466 | $21.6K | 0.00% | −549−54.1% | Reduced |
| Triumph Capital Management | 488 | $22.6K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 495 | $22.9K | 0.00% | +55+12.5% | Added |
| Hilltop National Bank | 500 | $23.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 518 | $23.9K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 522 | $24.1K | 0.00% | +522 | New |
| Assetmark, Inc | 553 | $25.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 560 | $25.9K | 0.00% | +3+0.5% | Added |
| Medallion Wealth Advisors, LLC | 600 | $27.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 647 | $29.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 654 | $30.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 672 | $31.1K | 0.00% | −23−3.3% | Reduced |
| Dunhill Financial, LLC | 675 | $31.2K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 680 | $31.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 693 | $32.1K | 0.00% | +72+11.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $32.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 722 | $33.4K | 0.00% | −95−11.6% | Reduced |
| Westside Investment Management, Inc. | 808 | $37.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 813 | $37.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 898 | $41.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 930 | $43.0K | 0.01% | +10+1.1% | Added |
| Golden State Wealth Management, LLC | 1,000 | $46.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,012 | $46.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,014 | $46.9K | 0.00% | +1,014 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,062 | $49.1K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 1,178 | $54.5K | 0.01% | +1,178 | New |
| Bogart Wealth, LLC | 1,190 | $55.0K | 0.00% | 00.0% | Unchanged |
| First National Bank | 1,209 | $55.9K | 0.02% | +1,209 | New |
| Geneos Wealth Management Inc. | 1,444 | $66.8K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,534 | $70.9K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,541 | $71.3K | 0.00% | −85−5.2% | Reduced |
| Harbour Investments, Inc. | 1,637 | $75.7K | 0.00% | +152+10.2% | Added |
| Private Wealth Asset Management, LLC | 1,638 | $75.8K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,642 | $75.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,739 | $80.4K | 0.04% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,750 | $80.9K | 0.00% | −2,017−53.5% | Reduced |
| Versant Capital Management, Inc | 1,769 | $81.8K | 0.01% | +78+4.6% | Added |
| IFG Advisory, LLC | 1,800 | $83.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $93.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,048 | $94.7K | 0.00% | +6+0.3% | Added |
| TIAA Wealth Investment Management LLC | 2,120 | $98.0K | 0.00% | +2,017+1,958.3% | Added |
| Wellington-Altus USA Inc. | 1,750 | $100.2K | 0.07% | −9,189−84.0% | Reduced |
| Centerpoint Advisors, LLC | 2,250 | $104.0K | 0.03% | +2,250 | New |
| Parallel Advisors, LLC | 2,443 | $113.0K | 0.00% | +589+31.8% | Added |