| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| NVWM, LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1 | $189 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $189 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $377 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2 | $377 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $377 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $377 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $384 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $565 | 0.00% | +2+200.0% | Added |
| Arlington Trust Co LLC | 3 | $565 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $566 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $566 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $754 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $767 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.13K | 0.00% | +3+100.0% | Added |
| Salomon & Ludwin, LLC | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.32K | 0.00% | +4+133.3% | Added |
| Bell Investment Advisors, Inc | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $1.51K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 8 | $1.51K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $1.51K | 0.00% | −13−61.9% | Reduced |
| Trust Co | 9 | $1.70K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 9 | $1.70K | 0.00% | +9 | New |
| Pacifica Partners Inc. | 9 | $1.71K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $2.00K | 0.00% | −2−11.8% | Reduced |
| Ameritas Advisory Services, LLC | 11 | $2.07K | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 10 | $2.24K | 0.00% | −5−33.3% | Reduced |
| Activest Wealth Management | 12 | $2.26K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $2.26K | 0.00% | −9−42.9% | Reduced |
| Capital A Wealth Management, LLC | 14 | $2.28K | 0.03% | +7+100.0% | Added |
| Albion Financial Group | 13 | $2.45K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $2.47K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 14 | $2.64K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $2.86K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 19 | $3.00K | 0.00% | −10−34.5% | Reduced |
| N.E.W. Advisory Services LLC | 16 | $3.02K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $3.02K | 0.00% | +16 | New |
| Sierra Ocean, LLC | 17 | $3.22K | 0.00% | −6−26.1% | Reduced |
| Retirement Wealth Solutions LLC | 18 | $3.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 18 | $3.39K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 18 | $3.39K | 0.00% | +18 | New |
| Howard Hughes Medical Institute | 19 | $3.58K | 0.00% | +19 | New |
| Hughes Financial Services, LLC | 19 | $3.65K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $3.77K | 0.00% | −1−4.8% | Reduced |
| Operose Advisors LLC | 20 | $3.77K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $3.77K | 0.00% | −55−73.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 21 | $3.96K | 0.00% | −234−91.8% | Reduced |
| Clark Wealth Partners | 22 | $4.15K | 0.00% | +22 | New |
| Frazier Financial Advisors, LLC | 23 | $4.33K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 22 | $4.46K | 0.00% | −10−31.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 30 | $5.69K | 0.00% | −82−73.2% | Reduced |
| Hantz Financial Services, Inc. | 32 | $6.00K | 0.00% | +29+966.7% | Added |
| WFA of San Diego, LLC | 35 | $6.60K | 0.00% | +35 | New |
| CoreCap Advisors, LLC | 36 | $6.78K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 36 | $6.78K | 0.00% | +36 | New |
| Red Tortoise LLC | 41 | $7.73K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 44 | $8.39K | 0.00% | −17−27.9% | Reduced |
| Westside Investment Management, Inc. | 42 | $8.52K | 0.00% | +42 | New |
| Larson Financial Group LLC | 46 | $8.67K | 0.00% | −30−39.5% | Reduced |
| Family Legacy Financial Solutions, LLC | 50 | $9.42K | 0.01% | +50 | New |
| Harbor Investment Advisory, LLC | 50 | $9.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 56 | $10.8K | 0.00% | −31−35.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 55 | $10.9K | 0.00% | +55 | New |
| Clear Street Markets LLC | 61 | $11.5K | 0.00% | +61 | New |
| GW&K Investment Management, LLC | 66 | $12.0K | 0.00% | +18+37.5% | Added |
| CVA Family Office, LLC | 65 | $12.2K | 0.00% | +30+85.7% | Added |
| True Wealth Design, LLC | 66 | $12.4K | 0.00% | +37+127.6% | Added |
| Vermillion Wealth Management, Inc. | 67 | $12.6K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $12.6K | 0.00% | +13+24.1% | Added |
| Covestor Ltd | 67 | $13.0K | 0.01% | −388−85.3% | Reduced |
| TCTC Holdings, LLC | 70 | $13.2K | 0.00% | −81−53.6% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $13.2K | 0.00% | +11+18.6% | Added |
| Pinnacle Bancorp, Inc. | 73 | $13.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 73 | $13.8K | 0.01% | +45+160.7% | Added |
| Coston, McIsaac & Partners | 80 | $15.0K | 0.00% | −3−3.6% | Reduced |
| Private Wealth Management Group, LLC | 80 | $15.1K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 81 | $15.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 84 | $15.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 85 | $16.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $16.4K | 0.00% | +1+1.2% | Added |
| AllSquare Wealth Management LLC | 100 | $18.8K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 102 | $19.2K | 0.00% | +1+1.0% | Added |
| DT Investment Partners, LLC | 108 | $20.4K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 122 | $22.0K | 0.00% | +4+3.4% | Added |
| Quest 10 Wealth Builders, Inc. | 118 | $22.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 119 | $22.4K | 0.00% | +105+750.0% | Added |
| New Age Alpha Advisors, LLC | 122 | $23.0K | 0.00% | −2,563−95.5% | Reduced |
| Salem Investment Counselors Inc | 124 | $23.5K | 0.00% | −7−5.3% | Reduced |
| Fortitude Family Office, LLC | 128 | $24.1K | 0.01% | −35−21.5% | Reduced |
| Bruce G. Allen Investments, LLC | 136 | $25.6K | 0.02% | +57+72.2% | Added |
| Cary Street Partner Investment Advisory LLC | 140 | $26.4K | 0.01% | −27−16.2% | Reduced |
| Global Retirement Partners, LLC | 147 | $27.8K | 0.00% | +147 | New |