| Measured Wealth Private Client Group, LLC | 1 | $27 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $49 | 0.00% | −9−90.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $49 | 0.00% | −5−83.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $49 | 0.00% | −3−75.0% | Reduced |
| Huntington National Bank | 1 | $49 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $49 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $49 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $49 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $98 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $98 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $147 | 0.00% | +3 | New |
| SHP Wealth Management | 3 | $147 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $195 | 0.00% | +2+100.0% | Added |
| Principia Wealth Advisory, LLC | 4 | $196 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $196 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 5 | $245 | 0.00% | −5−50.0% | Reduced |
| Fortitude Family Office, LLC | 8 | $392 | 0.00% | +2+33.3% | Added |
| Bell Investment Advisors, Inc | 9 | $441 | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 8 | $458 | 0.00% | +8 | New |
| Atlas Capital Advisors LLC | 10 | $489 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $490 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 11 | $539 | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 12 | $587 | 0.00% | +11+1,100.0% | Added |
| Stone House Investment Management, LLC | 12 | $588 | 0.00% | +12 | New |
| Smartleaf Asset Management LLC | 13 | $593 | 0.00% | −12−48.0% | Reduced |
| Brown Brothers Harriman & Co | 14 | $686 | 0.00% | −2−12.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19 | $930 | 0.00% | +19 | New |
| Natixis | 20 | $979 | 0.00% | +20 | New |
| Salem Investment Counselors Inc | 20 | $980 | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | +12+400.0% | Added |
| Cromwell Holdings LLC | 23 | $1.13K | 0.00% | +23 | New |
| Parkside Financial Bank & Trust | 23 | $1.13K | 0.00% | +9+64.3% | Added |
| TFC Financial Management | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 27 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $1.32K | 0.00% | +20+285.7% | Added |
| Massmutual Trust Co FSB | 27 | $1.32K | 0.00% | +27 | New |
| Zions Bancorporation, National Association | 28 | $1.37K | 0.00% | +3+12.0% | Added |
| NBT Bank N A | 30 | $1.47K | 0.00% | −46−60.5% | Reduced |
| Financial Network Wealth Advisors LLC | 30 | $1.47K | 0.00% | +30 | New |
| True Wealth Design, LLC | 31 | $1.52K | 0.00% | −4−11.4% | Reduced |
| Roxbury Financial LLC | 34 | $1.67K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 36 | $1.76K | 0.00% | +36 | New |
| Investors Portfolio Services LLC | 33 | $1.97K | 0.00% | +33 | New |
| Root Financial Partners, LLC | 43 | $2.11K | 0.00% | +17+65.4% | Added |
| North Star Investment Management Corp. | 45 | $2.20K | 0.00% | +39+650.0% | Added |
| Atlantic Trust, LLC | 49 | $2.40K | 0.00% | +49 | New |
| Bogart Wealth, LLC | 51 | $2.50K | 0.00% | +14+37.8% | Added |
| Elequin Capital LP | 57 | $2.79K | 0.00% | −108−65.5% | Reduced |
| RMG Wealth Management LLC | 46 | $2.86K | 0.00% | +46 | New |
| Murphy & Mullick Capital Management Corp | 60 | $2.94K | 0.00% | −100−62.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 60 | $2.94K | 0.00% | +8+15.4% | Added |
| CVA Family Office, LLC | 65 | $3.18K | 0.00% | +60+1,200.0% | Added |
| Washington Trust Advisors, Inc. | 70 | $3.43K | 0.00% | −9−11.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 70 | $3.43K | 0.00% | +30+75.0% | Added |
| Marquette Asset Management, LLC | 76 | $3.72K | 0.00% | +32+72.7% | Added |
| Golden State Equity Partners | 85 | $4.16K | 0.00% | +85 | New |
| Umb Bank N A | 88 | $4.31K | 0.00% | +1+1.1% | Added |
| Geneos Wealth Management Inc. | 90 | $4.41K | 0.00% | −1,000−91.7% | Reduced |
| SJS Investment Consulting Inc. | 90 | $4.41K | 0.00% | +65+260.0% | Added |
| Sachetta, LLC | 91 | $4.46K | 0.00% | +91 | New |
| Whittier Trust Co of Nevada Inc | 91 | $4.63K | 0.00% | +50+122.0% | Added |
| Danske Bank A/S | 100 | $4.90K | 0.00% | −1,300−92.9% | Reduced |
| Kingdom Financial Group LLC. | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 100 | $4.90K | 0.00% | +100 | New |
| Covestor Ltd | 99 | $5.00K | 0.00% | −72−42.1% | Reduced |
| Intentional Wealth Strategies, LLC | 121 | $5.92K | 0.01% | +121 | New |
| Ronald Blue Trust, Inc. | 127 | $6.22K | 0.00% | −75−37.1% | Reduced |
| Clear Investment Research, LLC | 134 | $6.56K | 0.01% | +134 | New |
| Bullock Wealth Management Group | 138 | $6.71K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 140 | $6.86K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 149 | $7.30K | 0.00% | −263−63.8% | Reduced |
| Westfuller Advisors, LLC | 150 | $7.35K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 158 | $7.74K | 0.00% | −75−32.2% | Reduced |
| Owl Creek Wealth Partners LLC | 170 | $8.32K | 0.00% | +170 | New |
| Activest Wealth Management | 174 | $8.52K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 175 | $8.57K | 0.00% | −1,665−90.5% | Reduced |
| Founders Capital Management | 200 | $9.79K | 0.00% | +200 | New |
| International Assets Investment Management, LLC | 230 | $11.2K | 0.00% | +133+137.1% | Added |
| Quadrant Capital Group LLC | 298 | $14.6K | 0.00% | +192+181.1% | Added |
| Atlantic Union Bankshares Corp | 300 | $14.7K | 0.00% | −100−25.0% | Reduced |
| St Germain D J Co Inc | 300 | $14.7K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 320 | $15.7K | 0.00% | +320 | New |
| CX Institutional | 324 | $16.0K | 0.00% | +324 | New |
| Mark Sheptoff Financial Planning, LLC | 300 | $17.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 400 | $19.6K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 431 | $21.1K | 0.02% | +431 | New |
| Sound Income Strategies, LLC | 467 | $22.7K | 0.00% | +467 | New |
| Rothschild Investment LLC | 568 | $27.8K | 0.00% | −269−32.1% | Reduced |
| Essential Partners LLC | 570 | $27.9K | 0.01% | +284+99.3% | Added |
| Versant Capital Management, Inc | 599 | $29.3K | 0.00% | +599 | New |
| Nemes Rush Group LLC | 600 | $29.4K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 600 | $29.4K | 0.02% | +100+20.0% | Added |
| Heritage Wealth Advisors | 620 | $30.4K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 715 | $35.0K | 0.02% | +715 | New |
| Signaturefd, LLC | 719 | $35.2K | 0.00% | +211+41.5% | Added |
| Harbour Investments, Inc. | 908 | $44.5K | 0.00% | +408+81.6% | Added |
| Nisa Investment Advisors, LLC | 927 | $45.4K | 0.00% | +906+4,314.3% | Added |
| Sunbelt Securities, Inc. | 936 | $45.8K | 0.00% | +936 | New |
