| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $87 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $172 | 0.00% | +2 | New |
| Central Trust Co | 2 | $173 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $173 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $173 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 3 | $264 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $345 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $431 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $431 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 6 | $517 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $517 | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $517 | 0.00% | +6 | New |
| Financial Consulate, Inc | 7 | $603 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 9 | $775 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $775 | 0.00% | +9 | New |
| TD Private Client Wealth LLC | 10 | $861 | 0.00% | −7−41.2% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $861 | 0.00% | +9+900.0% | Added |
| TopTier Wealth Management, LLC | 10 | $861 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $948 | 0.00% | +10+1,000.0% | Added |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $1.09K | 0.00% | +11 | New |
| Atlantic Edge Private Wealth Management, LLC | 13 | $1.12K | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 14 | $1.21K | 0.00% | +14 | New |
| SBI Securities Co., Ltd. | 15 | $1.29K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 16 | $1.38K | 0.00% | +9+128.6% | Added |
| South State Corp. | 17 | $1.47K | 0.00% | +2+13.3% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $1.55K | 0.00% | −1−5.3% | Reduced |
| Prestige Wealth Management Group LLC | 19 | $1.64K | 0.00% | +7+58.3% | Added |
| UMA Financial Services, Inc. | 19 | $1.66K | 0.00% | +19 | New |
| NBT Bank N A | 20 | $1.73K | 0.00% | +20 | New |
| TD Capital Management LLC | 20 | $1.75K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 21 | $1.81K | 0.00% | +21 | New |
| FNY Investment Advisers, LLC | 25 | $2.00K | 0.00% | −31,307−99.9% | Reduced |
| Cromwell Holdings LLC | 25 | $2.15K | 0.00% | +15+150.0% | Added |
| Triumph Capital Management | 26 | $2.24K | 0.00% | +26 | New |
| Keating Financial Advisory Services, Inc. | 32 | $2.76K | 0.00% | −21−39.6% | Reduced |
| Bayban | 32 | $2.76K | 0.00% | +32 | New |
| Roble, Belko & Company, Inc | 39 | $3.00K | 0.00% | +39 | New |
| CX Institutional | 40 | $3.00K | 0.00% | +40 | New |
| Colonial Trust Co | 35 | $3.02K | 0.00% | +35 | New |
| Dunhill Financial, LLC | 36 | $3.18K | 0.00% | +36 | New |
| Harbour Investments, Inc. | 37 | $3.19K | 0.00% | +37 | New |
| ZRC Wealth Management, LLC | 37 | $3.19K | 0.00% | +37 | New |
| Delta Asset Management LLC | 42 | $3.62K | 0.00% | +42 | New |
| CVA Family Office, LLC | 43 | $3.70K | 0.00% | +23+115.0% | Added |
| Whittier Trust Co of Nevada Inc | 43 | $3.79K | 0.00% | +43 | New |
| Transamerica Financial Advisors, Inc. | 45 | $3.88K | 0.00% | +45 | New |
| Asset Dedication, LLC | 49 | $4.22K | 0.00% | +49 | New |
| Sachetta, LLC | 53 | $4.57K | 0.00% | +53 | New |
| Torren Management, LLC | 54 | $4.67K | 0.00% | −150−73.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 58 | $5.00K | 0.00% | +55+1,833.3% | Added |
| Avion Wealth | 62 | $5.00K | 0.00% | +62 | New |
| Cedar Mountain Advisors, LLC | 64 | $5.51K | 0.00% | +64 | New |
| Brown, Lisle/Cummings, Inc. | 65 | $5.60K | 0.00% | +65 | New |
| Bogart Wealth, LLC | 66 | $5.68K | 0.00% | +60+1,000.0% | Added |
| Bare Financial Services, Inc | 68 | $5.86K | 0.00% | +68 | New |
| North Star Investment Management Corp. | 75 | $6.46K | 0.00% | −6−7.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 75 | $6.46K | 0.00% | +75 | New |
| Creative Financial Designs Inc | 84 | $7.24K | 0.00% | +2+2.4% | Added |
| Colonial Trust Advisors | 101 | $8.66K | 0.00% | +101 | New |
| SHP Wealth Management | 102 | $8.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $9.04K | 0.00% | +26+32.9% | Added |
| Kilter Group LLC | 110 | $9.48K | 0.00% | +97+746.2% | Added |
| Cary Street Partner Investment Advisory LLC | 111 | $9.56K | 0.00% | −3−2.6% | Reduced |
| Farmers & Merchants Investments Inc | 129 | $11.1K | 0.00% | +64+98.5% | Added |
| Fortitude Family Office, LLC | 129 | $11.1K | 0.00% | +113+706.3% | Added |
| Richardson Capital Management LLC | 130 | $11.2K | 0.01% | +130 | New |
| Sound Income Strategies, LLC | 133 | $11.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 141 | $12.4K | 0.00% | +127+907.1% | Added |
| Ares Financial Consulting, LLC | 144 | $12.7K | 0.01% | +144 | New |
| RWM Asset Management, LLC | 160 | $13.8K | 0.00% | +160 | New |
| Peregrine Capital Management LLC | 160 | $13.8K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 163 | $14.1K | 0.00% | +163 | New |
| Salomon & Ludwin, LLC | 164 | $14.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 172 | $14.8K | 0.00% | +142+473.3% | Added |
| Massmutual Trust Co FSB | 179 | $15.4K | 0.00% | +26+17.0% | Added |
| Group One Trading, L.P. | 188 | $16.2K | 0.00% | −204−52.0% | Reduced |
| LRI Investments, LLC | 192 | $16.5K | 0.00% | +74+62.7% | Added |
| Measured Wealth Private Client Group, LLC | 194 | $16.7K | 0.00% | +194 | New |
| Scarborough Advisors, LLC | 196 | $16.9K | 0.00% | +1+0.5% | Added |
| New England Capital Financial Advisors LLC | 198 | $17.1K | 0.00% | +198 | New |
| CoreCap Advisors, LLC | 212 | $18.3K | 0.00% | +39+22.5% | Added |
| Bell Investment Advisors, Inc | 212 | $18.3K | 0.00% | +178+523.5% | Added |
| Westside Investment Management, Inc. | 210 | $18.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 219 | $18.9K | 0.00% | +219 | New |
| Root Financial Partners, LLC | 247 | $21.3K | 0.00% | +44+21.7% | Added |
| Wellington-Altus USA Inc. | 215 | $21.7K | 0.01% | −256−54.4% | Reduced |
| Activest Wealth Management | 270 | $23.3K | 0.00% | −19−6.6% | Reduced |
| Keystone Financial Group, Inc. | 277 | $23.9K | 0.01% | +277 | New |
| High Point Wealth Management, LLC | 284 | $24.5K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 287 | $24.7K | 0.00% | +112+64.0% | Added |
| City Holding Co | 300 | $25.8K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 299 | $26.0K | 0.00% | +299 | New |
| Mirae Asset Global Investments Co., Ltd. | 336 | $28.9K | 0.00% | +336 | New |
| Owl Creek Wealth Partners LLC | 338 | $29.1K | 0.01% | +338 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 350 | $30.1K | 0.00% | +173+97.7% | Added |
| Advisors Asset Management, Inc. | 365 | $31.4K | 0.00% | +365 | New |
| International Assets Investment Management, LLC | 360 | $31.6K | 0.00% | +10+2.9% | Added |