| FNY Investment Advisers, LLC | 5 | $0 | 0.00% | −20−80.0% | Reduced |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Stone House Investment Management, LLC | 1 | $101 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $101 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $101 | 0.00% | +1 | New |
| Cordant, Inc. | 1 | $133 | 0.00% | +1 | New |
| Central Trust Co | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $202 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $303 | 0.00% | −12−80.0% | Reduced |
| Bokf, NA | 3 | $303 | 0.00% | +3 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $303 | 0.00% | +3 | New |
| Leonteq Securities AG | 5 | $504 | 0.00% | −435−98.9% | Reduced |
| GHP Investment Advisors, Inc. | 5 | $505 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $605 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $605 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 6 | $606 | 0.00% | −1−14.3% | Reduced |
| DecisionPoint Financial, LLC | 7 | $706 | 0.00% | +3+75.0% | Added |
| First Command Advisory Services, Inc. | 8 | $807 | 0.00% | +8 | New |
| Arlington Trust Co LLC | 8 | $807 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 9 | $908 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $908 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $908 | 0.00% | +8+800.0% | Added |
| Signature Equity Partners, LLC | 10 | $1.01K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 13 | $1.31K | 0.00% | +3+30.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $1.31K | 0.00% | +8+160.0% | Added |
| Palouse Capital Management, Inc. | 14 | $1.41K | 0.00% | +14 | New |
| American Capital Advisory, LLC | 15 | $1.51K | 0.00% | +4+36.4% | Added |
| Westfuller Advisors, LLC | 15 | $1.52K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 16 | $1.56K | 0.00% | +5+45.5% | Added |
| South State Corp. | 17 | $1.72K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 17 | $1.72K | 0.00% | +17 | New |
| Hughes Financial Services, LLC | 19 | $1.92K | 0.00% | +5+35.7% | Added |
| Provenance Wealth Advisors, LLC | 19 | $1.92K | 0.00% | +19 | New |
| Capital Advisors, Ltd. LLC | 20 | $2.00K | 0.00% | +12+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $2.02K | 0.00% | +2+11.1% | Added |
| TD Capital Management LLC | 20 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $2.12K | 0.00% | +5+31.3% | Added |
| Cape Investment Advisory, Inc. | 21 | $2.12K | 0.00% | +21 | New |
| Prestige Wealth Management Group LLC | 21 | $2.12K | 0.00% | +2+10.5% | Added |
| Bare Financial Services, Inc | 22 | $2.22K | 0.00% | −46−67.6% | Reduced |
| Triumph Capital Management | 26 | $2.62K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $2.72K | 0.00% | +27 | New |
| Planning Strategies Inc. | 29 | $2.93K | 0.00% | +29 | New |
| UMA Financial Services, Inc. | 29 | $2.95K | 0.00% | +10+52.6% | Added |
| TD Private Client Wealth LLC | 31 | $3.13K | 0.00% | +21+210.0% | Added |
| Dunhill Financial, LLC | 34 | $3.43K | 0.00% | −2−5.6% | Reduced |
| Colonial Trust Co | 35 | $3.53K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 37 | $3.73K | 0.00% | +37 | New |
| Cromwell Holdings LLC | 38 | $3.83K | 0.00% | +13+52.0% | Added |
| Rialto Wealth Management, LLC | 39 | $3.94K | 0.00% | +18+85.7% | Added |
| Roble, Belko & Company, Inc | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 42 | $4.24K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 43 | $4.33K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 44 | $4.44K | 0.00% | −1−2.2% | Reduced |
| William B. Walkup & Associates, Inc. | 45 | $4.54K | 0.00% | +45 | New |
| Harbour Investments, Inc. | 46 | $4.64K | 0.00% | +9+24.3% | Added |
| Asset Dedication, LLC | 49 | $4.94K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $5.04K | 0.00% | +50 | New |
| Torren Management, LLC | 54 | $5.48K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 58 | $5.85K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 59 | $5.95K | 0.00% | −52−46.8% | Reduced |
| Sachetta, LLC | 63 | $6.36K | 0.00% | +10+18.9% | Added |
| Cedar Mountain Advisors, LLC | 64 | $6.46K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 65 | $6.56K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 69 | $6.96K | 0.00% | +69 | New |
| Bogart Wealth, LLC | 71 | $7.16K | 0.00% | +5+7.6% | Added |
| Keating Financial Advisory Services, Inc. | 73 | $7.36K | 0.00% | +41+128.1% | Added |
| North Star Investment Management Corp. | 75 | $7.57K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 82 | $8.00K | 0.00% | +20+32.3% | Added |
| Creative Financial Designs Inc | 84 | $8.47K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 91 | $9.18K | 0.00% | +91 | New |
| Zions Bancorporation, National Association | 92 | $9.28K | 0.00% | +92 | New |
| Colonial Trust Advisors | 101 | $10.2K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 104 | $10.5K | 0.01% | +104 | New |
| JFS Wealth Advisors, LLC | 108 | $10.9K | 0.00% | +3+2.9% | Added |
| SHP Wealth Management | 113 | $11.4K | 0.00% | +11+10.8% | Added |
| Institute for Wealth Management, LLC. | 116 | $11.7K | 0.00% | +116 | New |
| Kilter Group LLC | 117 | $11.8K | 0.00% | +7+6.4% | Added |
| Farmers & Merchants Investments Inc | 125 | $12.6K | 0.00% | −4−3.1% | Reduced |
| Richardson Capital Management LLC | 130 | $13.1K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 138 | $13.5K | 0.00% | +138 | New |
| Rossby Financial, LCC | 141 | $14.2K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 144 | $14.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 146 | $14.7K | 0.00% | +17+13.2% | Added |
| ZRC Wealth Management, LLC | 155 | $15.6K | 0.00% | +118+318.9% | Added |
| CVA Family Office, LLC | 161 | $16.2K | 0.00% | +118+274.4% | Added |
| Massmutual Trust Co FSB | 162 | $16.3K | 0.00% | −17−9.5% | Reduced |
| Salomon & Ludwin, LLC | 164 | $16.5K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 165 | $16.7K | 0.00% | +2+1.2% | Added |
| Private Wealth Management Group, LLC | 172 | $17.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 178 | $18.0K | 0.00% | +178 | New |
| Wellington-Altus USA Inc. | 215 | $18.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 183 | $19.0K | 0.01% | −221−54.7% | Reduced |
| LRI Investments, LLC | 198 | $20.0K | 0.00% | +6+3.1% | Added |
| New England Capital Financial Advisors LLC | 198 | $20.0K | 0.00% | 00.0% | Unchanged |
