| First Personal Financial Services | 1 | $0 | 0.00% | −250−99.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $737 | 0.00% | +20 | New |
| McIlrath & Eck, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $1.00K | 0.00% | +36 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 30 | $1.00K | 0.00% | +30 | New |
| Glassman Wealth Services | 64 | $2.00K | 0.00% | −401−86.2% | Reduced |
| Column Capital Advisors, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $2.00K | 0.00% | +46 | New |
| Core Alternative Capital | 48 | $2.00K | 0.00% | +48 | New |
| Fortitude Advisory Group L.L.C. | 67 | $2.00K | 0.00% | +67 | New |
| Fieldpoint Private Securities, LLC | 68 | $3.00K | 0.00% | −571−89.4% | Reduced |
| Atwood & Palmer Inc | 73 | $3.00K | 0.00% | −300−80.4% | Reduced |
| Gemmer Asset Management LLC | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 74 | $3.00K | 0.00% | +74 | New |
| Lumature Wealth Partners, LLC | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 128 | $5.00K | 0.00% | −57−30.8% | Reduced |
| Bell Investment Advisors, Inc | 137 | $5.00K | 0.00% | +14+11.4% | Added |
| Arlington Partners LLC | 143 | $5.00K | 0.00% | +143 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 140 | $5.00K | 0.00% | +140 | New |
| Kelly Financial Services LLC | 136 | $5.01K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 180 | $6.00K | 0.00% | −48−21.1% | Reduced |
| Ancora Advisors, LLC | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 176 | $6.00K | 0.00% | +176 | New |
| Proequities, Inc. | 200 | $7.00K | 0.00% | −345−63.3% | Reduced |
| AdvisorNet Financial, Inc | 183 | $7.00K | 0.00% | +69+60.5% | Added |
| Logan Capital Management Inc | 188 | $7.00K | 0.00% | +188 | New |
| Raffa Wealth Management, LLC | 196 | $7.22K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 220 | $8.00K | 0.00% | −90−29.0% | Reduced |
| Oakworth Capital, Inc. | 222 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 235 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 211 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 252 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 256 | $9.00K | 0.00% | +35+15.8% | Added |
| GPS Wealth Strategies Group, LLC | 232 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 257 | $9.47K | 0.01% | +257 | New |
| BerganKDV Wealth Management, LLC | 298 | $11.0K | 0.00% | −74−19.9% | Reduced |
| MUFG Americas Holdings Corp | 304 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 295 | $11.0K | 0.00% | +295 | New |
| Outfitter Financial LLC | 306 | $11.0K | 0.01% | +306 | New |
| Atlas Capital Advisors LLC | 300 | $11.1K | 0.00% | −108−26.5% | Reduced |
| Harbour Investments, Inc. | 323 | $12.0K | 0.00% | −1,058−76.6% | Reduced |
| NVWM, LLC | 331 | $12.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 366 | $13.0K | 0.00% | −176−32.5% | Reduced |
| Farmers & Merchants Investments Inc | 340 | $13.0K | 0.00% | −64−15.8% | Reduced |
| Ogorek Anthony Joseph | 361 | $13.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 346 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 364 | $14.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 400 | $14.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 428 | $16.0K | 0.00% | +428 | New |
| Plante Moran Financial Advisors, LLC | 462 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 462 | $17.0K | 0.00% | +462 | New |
| Signet Financial Management, LLC | 458 | $17.0K | 0.00% | +458 | New |
| Amplius Wealth Advisors, LLC | 466 | $17.0K | 0.00% | +466 | New |
| Pinnacle Bancorp, Inc. | 497 | $18.0K | 0.01% | −335−40.3% | Reduced |
| North Star Investment Management Corp. | 485 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 475 | $18.0K | 0.00% | −8−1.7% | Reduced |
| Washington Trust Advisors, Inc. | 500 | $18.0K | 0.00% | +500 | New |
| RGT Wealth Advisors, LLC | 510 | $19.0K | 0.00% | +510 | New |
| Stonebridge Financial Planning Group, LLC | 612 | $20.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 552 | $20.0K | 0.01% | −1−0.2% | Reduced |
| TFC Financial Management | 559 | $21.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 600 | $22.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 612 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 659 | $24.0K | 0.00% | −7,842−92.2% | Reduced |
| Clean Yield Group | 720 | $27.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 770 | $28.0K | 0.01% | +770 | New |
| Pin Oak Investment Advisors Inc | 843 | $31.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 917 | $34.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 938 | $35.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 979 | $36.0K | 0.02% | +979 | New |
| Allworth Financial LP | 1,026 | $38.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,020 | $38.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,072 | $40.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,125 | $41.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,168 | $43.0K | 0.01% | −216−15.6% | Reduced |
| Umb Bank N A | 1,241 | $46.0K | 0.00% | +1,241 | New |
| SOA Wealth Advisors, LLC. | 1,287 | $47.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,288 | $47.5K | 0.00% | −127−9.0% | Reduced |
| Bessemer Group Inc | 1,313 | $48.0K | 0.00% | −42−3.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,315 | $48.0K | 0.01% | −14−1.1% | Reduced |
| Hantz Financial Services, Inc. | 1,421 | $52.0K | 0.00% | −37−2.5% | Reduced |
| Geneos Wealth Management Inc. | 1,455 | $53.0K | 0.00% | +31+2.2% | Added |
| Prestige Wealth Management Group LLC | 1,498 | $55.0K | 0.01% | −21−1.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,531 | $56.0K | 0.01% | +666+77.0% | Added |
| Concord Wealth Partners | 1,598 | $59.0K | 0.01% | +1,111+228.1% | Added |
| NEXT Financial Group, Inc | 1,669 | $62.0K | 0.00% | +65+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,789 | $66.0K | 0.00% | −53−2.9% | Reduced |
| JJJ Advisors Inc. | 1,892 | $70.0K | 0.02% | +258+15.8% | Added |
| CVA Family Office, LLC | 1,904 | $70.0K | 0.02% | +1,904 | New |
| Sargent Bickham Lagudis LLC | 2,300 | $85.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,469 | $91.0K | 0.00% | +862+53.6% | Added |
| EverSource Wealth Advisors, LLC | 2,581 | $95.0K | 0.03% | +2,581 | New |