| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | +10 | New |
| Huntington National Bank | 2 | $30 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $31 | 0.00% | −6−75.0% | Reduced |
| Delta Asset Management LLC | 5 | $75 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $75 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 10 | $150 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $150 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 10 | $150 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $150 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 11 | $165 | 0.00% | +11 | New |
| Torren Management, LLC | 12 | $180 | 0.00% | −593−98.0% | Reduced |
| McIlrath & Eck, LLC | 14 | $210 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 14 | $210 | 0.00% | +14 | New |
| Cromwell Holdings LLC | 14 | $210 | 0.00% | +14 | New |
| Chilton Capital Management LLC | 14 | $211 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 15 | $226 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 18 | $271 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $301 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $305 | 0.00% | +16+400.0% | Added |
| Ankerstar Wealth, LLC | 23 | $346 | 0.00% | +9+64.3% | Added |
| Ameriflex Group, Inc. | 25 | $376 | 0.00% | −126−83.4% | Reduced |
| Gilpin Wealth Management, LLC | 25 | $376 | 0.00% | +16+177.8% | Added |
| Napier Financial, LLC | 28 | $420 | 0.00% | +28 | New |
| Investors Research Corp | 29 | $436 | 0.00% | +29 | New |
| UMA Financial Services, Inc. | 31 | $466 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 34 | $511 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 34 | $511 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $526 | 0.00% | +35 | New |
| Eastern Bank | 39 | $586 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $662 | 0.00% | −72−62.1% | Reduced |
| GHP Investment Advisors, Inc. | 45 | $677 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 47 | $705 | 0.00% | −368−88.7% | Reduced |
| Golden State Equity Partners | 50 | $751 | 0.00% | +50 | New |
| New England Capital Financial Advisors LLC | 50 | $752 | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 50 | $752 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $770 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 53 | $796 | 0.00% | +33+165.0% | Added |
| ZRC Wealth Management, LLC | 54 | $812 | 0.00% | +54 | New |
| Trust Co | 58 | $872 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 59 | $887 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 59 | $887 | 0.00% | +59 | New |
| True Wealth Design, LLC | 63 | $947 | 0.00% | −672−91.4% | Reduced |
| Golden State Wealth Management, LLC | 73 | $1.10K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 80 | $1.20K | 0.00% | +76+1,900.0% | Added |
| SJS Investment Consulting Inc. | 97 | $1.46K | 0.00% | −72−42.6% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 101 | $1.52K | 0.00% | +101 | New |
| MCF Advisors LLC | 105 | $1.58K | 0.00% | +105 | New |
| Manitou Investment Management Ltd. | 119 | $1.79K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 122 | $1.83K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 128 | $1.92K | 0.00% | +128 | New |
| Sachetta, LLC | 132 | $1.99K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 134 | $2.01K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 140 | $2.10K | 0.00% | +140 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 141 | $2.12K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 146 | $2.14K | 0.00% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 150 | $2.25K | 0.00% | +150 | New |
| Bartlett & Co. Wealth Management LLC | 140 | $2.35K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 185 | $2.78K | 0.00% | −44−19.2% | Reduced |
| Atwood & Palmer Inc | 200 | $3.01K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 200 | $3.01K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 194 | $3.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 208 | $3.13K | 0.00% | −10−4.6% | Reduced |
| City State Bank | 220 | $3.31K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 230 | $3.46K | 0.00% | −5,219−95.8% | Reduced |
| Tradewinds Capital Management, LLC | 250 | $3.76K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 267 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 298 | $4.48K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $4.51K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 321 | $4.83K | 0.00% | +321 | New |
| Quadrant Capital Group LLC | 325 | $4.88K | 0.00% | +51+18.6% | Added |
| Spire Wealth Management | 330 | $4.96K | 0.00% | −8−2.4% | Reduced |
| Covestor Ltd | 328 | $5.00K | 0.00% | −261−44.3% | Reduced |
| Harbor Investment Advisory, LLC | 348 | $5.23K | 0.00% | +348 | New |
| Signaturefd, LLC | 365 | $5.49K | 0.00% | −93−20.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 371 | $5.58K | 0.00% | −35−8.6% | Reduced |
| Advisory Services Network, LLC | 384 | $5.77K | 0.00% | +384 | New |
| Twin Peaks Wealth Advisors, LLC | 399 | $6.00K | 0.00% | +399 | New |
| GWM Advisors LLC | 417 | $6.27K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 435 | $6.54K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 439 | $6.60K | 0.00% | +60+15.8% | Added |
| AdvisorNet Financial, Inc | 440 | $6.61K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 445 | $6.69K | 0.01% | +445 | New |
| Westside Investment Management, Inc. | 450 | $6.76K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 500 | $7.51K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 505 | $7.59K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 588 | $8.84K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 600 | $9.02K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 633 | $9.51K | 0.00% | +281+79.8% | Added |
| Sunbelt Securities, Inc. | 651 | $9.79K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 694 | $10.0K | 0.00% | +370+114.2% | Added |
| TD Waterhouse Canada Inc. | 674 | $10.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 700 | $10.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 700 | $10.5K | 0.00% | +73+11.6% | Added |
| Parallel Advisors, LLC | 712 | $10.7K | 0.00% | −742−51.0% | Reduced |
| Larson Financial Group LLC | 776 | $11.7K | 0.00% | +704+977.8% | Added |
| Basecamp Wealth Advisors LLC | 779 | $11.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 842 | $12.7K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 885 | $13.3K | 0.00% | 00.0% | Unchanged |