| Navigoe, LLC | 31 | $0 | 0.00% | +31 | New |
| JPL Wealth Management, LLC | 1 | $5 | 0.00% | −94−98.9% | Reduced |
| Ameriflex Group, Inc. | 5 | $24 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 8 | $39 | 0.00% | +8 | New |
| Investors Research Corp | 9 | $44 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $49 | 0.00% | −12−54.5% | Reduced |
| Archer Investment Corp | 12 | $59 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 12 | $59 | 0.00% | +12 | New |
| Benson Wealth Management INC | 13 | $64 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $73 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 16 | $78 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 20 | $98 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 21 | $103 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 23 | $112 | 0.00% | −625−96.5% | Reduced |
| Chesapeake Asset Management LLC | 26 | $127 | 0.00% | −13−33.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 26 | $127 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $147 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 31 | $151 | 0.00% | +31 | New |
| True Wealth Design, LLC | 32 | $157 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 36 | $176 | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 42 | $204 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 57 | $280 | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 67 | $296 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 70 | $342 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 77 | $377 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 77 | $377 | 0.00% | +77 | New |
| Westend Capital Management, LLC | 78 | $381 | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 81 | $396 | 0.00% | +81 | New |
| Financial Consulate, Inc | 81 | $397 | 0.00% | −114−58.5% | Reduced |
| Aberdeen Wealth Management LLC | 85 | $415 | 0.00% | +85 | New |
| South State Corp. | 89 | $436 | 0.00% | +89 | New |
| Evermay Wealth Management LLC | 91 | $445 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 94 | $460 | 0.00% | +94 | New |
| ORG Wealth Partners, LLC | 100 | $489 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 103 | $504 | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 120 | $587 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 120 | $587 | 0.00% | +120 | New |
| DiNuzzo Private Wealth, Inc. | 125 | $612 | 0.00% | −19−13.2% | Reduced |
| Compagnie Lombard Odier SCmA | 128 | $626 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 137 | $670 | 0.00% | +137 | New |
| HFM Investment Advisors, LLC | 139 | $680 | 0.00% | +81+139.7% | Added |
| Bay Harbor Wealth Management, LLC | 147 | $719 | 0.00% | −25−14.5% | Reduced |
| Truvestments Capital LLC | 150 | $734 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 151 | $738 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 154 | $753 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 170 | $831 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 186 | $910 | 0.00% | −135−42.1% | Reduced |
| Frazier Financial Advisors, LLC | 200 | $978 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 200 | $978 | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 200 | $978 | 0.00% | +200 | New |
| CKW Financial Group | 126 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 218 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 224 | $1.09K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 235 | $1.15K | 0.00% | +235 | New |
| Financial Management Professionals, Inc. | 242 | $1.18K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 250 | $1.22K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 254 | $1.24K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 259 | $1.27K | 0.00% | +14+5.7% | Added |
| Trust Co of Toledo NA | 300 | $1.47K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 300 | $1.47K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 311 | $1.52K | 0.00% | −3,000−90.6% | Reduced |
| Creative Capital Management Investments LLC | 339 | $1.66K | 0.00% | +339 | New |
| Institute for Wealth Management, LLC. | 355 | $1.74K | 0.00% | +355 | New |
| Parkside Financial Bank & Trust | 390 | $1.91K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 399 | $1.95K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 400 | $1.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 402 | $1.97K | 0.00% | −10−2.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 430 | $2.10K | 0.00% | +430 | New |
| Smartleaf Asset Management LLC | 478 | $2.41K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $2.44K | 0.00% | +500 | New |
| Aventura Private Wealth, LLC | 500 | $2.44K | 0.00% | +500 | New |
| JFS Wealth Advisors, LLC | 528 | $2.58K | 0.00% | +40+8.2% | Added |
| Orion Capital Management LLC | 560 | $2.74K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 568 | $2.78K | 0.00% | +88+18.3% | Added |
| Elequin Capital LP | 570 | $2.79K | 0.00% | +147+34.8% | Added |
| Avion Wealth | 631 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 648 | $3.17K | 0.00% | +648 | New |
| Keating Financial Advisory Services, Inc. | 649 | $3.17K | 0.00% | +19+3.0% | Added |
| Ameritas Advisory Services, LLC | 710 | $3.47K | 0.00% | +710 | New |
| Assetmark, Inc | 732 | $3.58K | 0.00% | −375−33.9% | Reduced |
| Kilter Group LLC | 746 | $3.65K | 0.00% | +700+1,521.7% | Added |
| Bartlett & Co. Wealth Management LLC | 750 | $3.67K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 775 | $3.79K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 886 | $4.33K | 0.00% | −296−25.0% | Reduced |
| Darwin Advisors, LLC | 900 | $4.40K | 0.00% | +900 | New |
| Meeder Asset Management Inc | 902 | $4.41K | 0.00% | +32+3.7% | Added |
| Private Trust Co NA | 922 | $4.51K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 984 | $4.81K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,000 | $4.89K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1,000 | $4.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 925 | $4.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,027 | $5.02K | 0.00% | −115−10.1% | Reduced |
| Picton Mahoney Asset Management | 1,042 | $5.09K | 0.00% | +1,042 | New |
| UMA Financial Services, Inc. | 1,060 | $5.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,185 | $5.79K | 0.00% | +32+2.8% | Added |
| Covestor Ltd | 1,228 | $6.00K | 0.00% | +1,169+1,981.4% | Added |
| SJS Investment Consulting Inc. | 1,327 | $6.49K | 0.00% | +987+290.3% | Added |
| Action Point Financial Planning, LLC | 1,455 | $7.09K | 0.00% | +1,455 | New |
| SBI Securities Co., Ltd. | 1,563 | $7.64K | 0.00% | −725−31.7% | Reduced |
| Geneos Wealth Management Inc. | 1,831 | $8.95K | 0.00% | 00.0% | Unchanged |