| Banque Cantonale Vaudoise | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 26 | $0 | 0.00% | +2+8.3% | Added |
| Salomon & Ludwin, LLC | 4,939 | $0 | 0.00% | +4,939 | New |
| Ancora Advisors, LLC | 0 | $4 | 0.00% | −328−100.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Trium Capital LLP | 1 | $19 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $20 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 2 | $39 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $58 | 0.00% | +1+50.0% | Added |
| Fourth Dimension Wealth, LLC | 4 | $78 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 4 | $78 | 0.00% | +4 | New |
| Assetmark, Inc | 5 | $97 | 0.00% | +5 | New |
| LMR Partners LLP | 6 | $116 | 0.00% | +6 | New |
| Sand Grove Capital Management LLP | 6 | $116 | 0.00% | +6 | New |
| Grey Fox Wealth Advisors, LLC | 8 | $155 | 0.00% | +8 | New |
| Bear Mountain Capital, Inc. | 11 | $187 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $194 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $214 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 15 | $290 | 0.00% | +15 | New |
| South State Corp. | 15 | $291 | 0.00% | −2,044−99.3% | Reduced |
| Rise Advisors, LLC | 19 | $368 | 0.00% | +19 | New |
| WealthCollab, LLC | 23 | $446 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 24 | $465 | 0.00% | +24 | New |
| Ronald Blue Trust, Inc. | 28 | $543 | 0.00% | +28 | New |
| Johnson Financial Group, Inc. | 29 | $563 | 0.00% | −29−50.0% | Reduced |
| AdvisorNet Financial, Inc | 30 | $581 | 0.00% | +30 | New |
| CBIZ Investment Advisory Services, LLC | 30 | $581 | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 11 | $670 | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 36 | $698 | 0.00% | +35+3,500.0% | Added |
| Main Street Group, LTD | 39 | $756 | 0.00% | +39 | New |
| Brown Brothers Harriman & Co | 50 | $969 | 0.00% | +50 | New |
| Covestor Ltd | 37 | $1.00K | 0.00% | +5+15.6% | Added |
| GHP Investment Advisors, Inc. | 57 | $1.10K | 0.00% | +57 | New |
| Stephens Consulting, LLC | 60 | $1.16K | 0.00% | −288−82.8% | Reduced |
| Strategic Investment Solutions, Inc. | 560 | $1.16K | 0.00% | +560 | New |
| Root Financial Partners, LLC | 63 | $1.22K | 0.00% | +63 | New |
| Anfield Capital Management, LLC | 64 | $1.24K | 0.00% | +64 | New |
| True Wealth Design, LLC | 67 | $1.30K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 71 | $1.38K | 0.00% | +71 | New |
| Global Wealth Strategies & Associates | 73 | $1.42K | 0.00% | +73 | New |
| CVA Family Office, LLC | 78 | $1.51K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 94 | $1.82K | 0.00% | +94 | New |
| Golden State Wealth Management, LLC | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $1.94K | 0.00% | +100 | New |
| NVWM, LLC | 105 | $2.04K | 0.00% | +105 | New |
| Clarity Asset Management, Inc. | 105 | $2.04K | 0.00% | +105 | New |
| UMA Financial Services, Inc. | 109 | $2.11K | 0.00% | +31+39.7% | Added |
| Atlantic Trust, LLC | 119 | $2.31K | 0.00% | +119 | New |
| Rothschild Investment LLC | 122 | $2.36K | 0.00% | +62+103.3% | Added |
| MV Capital Management, Inc. | 141 | $2.73K | 0.00% | +101+252.5% | Added |
| Bare Financial Services, Inc | 143 | $2.77K | 0.00% | +59+70.2% | Added |
| Hantz Financial Services, Inc. | 174 | $3.00K | 0.00% | +120+222.2% | Added |
| Glen Eagle Advisors, LLC | 172 | $3.33K | 0.00% | −4,000−95.9% | Reduced |
| Red Tortoise LLC | 185 | $3.58K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 197 | $3.82K | 0.00% | +197 | New |
| Scarborough Advisors, LLC | 200 | $3.88K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 242 | $4.69K | 0.00% | +242 | New |
| LRI Investments, LLC | 256 | $4.96K | 0.00% | +256 | New |
| Legacy Bridge, LLC | 275 | $5.33K | 0.00% | +275 | New |
| Bruce G. Allen Investments, LLC | 288 | $5.58K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 294 | $5.70K | 0.00% | +294 | New |
| Quent Capital, LLC | 298 | $5.78K | 0.00% | +298 | New |
| Bessemer Group Inc | 300 | $6.00K | 0.00% | +300 | New |
| Pinnacle Bancorp, Inc. | 320 | $6.20K | 0.00% | +320 | New |
| Bradley & Co. Private Wealth Management, LLC | 348 | $6.74K | 0.00% | +348 | New |
| Massmutual Trust Co FSB | 350 | $6.78K | 0.00% | +219+167.2% | Added |
| NBC Securities, Inc. | 354 | $6.86K | 0.00% | −108−23.4% | Reduced |
| Sound Income Strategies, LLC | 434 | $7.06K | 0.00% | +434 | New |
| Harbor Investment Advisory, LLC | 396 | $7.67K | 0.00% | +396 | New |
| Moisand Fitzgerald Tamayo, LLC | 400 | $7.75K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 403 | $7.81K | 0.00% | +281+230.3% | Added |
| Tortoise Investment Management, LLC | 411 | $7.97K | 0.00% | +200+94.8% | Added |
| Avion Wealth | 464 | $8.00K | 0.00% | +64+16.0% | Added |
| Clear Investment Research, LLC | 446 | $8.64K | 0.01% | +446 | New |
| Medallion Wealth Advisors, LLC | 484 | $9.38K | 0.00% | +484 | New |
| Fortitude Family Office, LLC | 494 | $9.57K | 0.00% | +76+18.2% | Added |
| Bartlett & Co. Wealth Management LLC | 500 | $9.69K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 500 | $9.69K | 0.00% | +500 | New |
| Sofos Investments, Inc. | 553 | $10.7K | 0.00% | +553 | New |
| Ci Investments Inc. | 633 | $12.0K | 0.00% | +244+62.7% | Added |
| Atlantic Union Bankshares Corp | 691 | $13.4K | 0.00% | +688+22,933.3% | Added |
| First Horizon Corp | 729 | $14.1K | 0.00% | +729 | New |
| Optiver Holding B.V. | 743 | $14.4K | 0.00% | +743 | New |
| WPG Advisers, LLC | 767 | $14.9K | 0.01% | +572+293.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 792 | $15.3K | 0.01% | +792 | New |
| TD Waterhouse Canada Inc. | 767 | $15.4K | 0.00% | +330+75.5% | Added |
| Private Wealth Asset Management, LLC | 841 | $16.3K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 923 | $17.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $19.4K | 0.00% | +1,000 | New |
| Cloud Capital Management, LLC | 1,294 | $25.0K | 0.01% | +1,294 | New |
| University of Texas/Texas Am Investment Managment Co | 1,424 | $27.6K | 0.00% | +1,424 | New |
| Miller Wealth Advisors, LLC | 1,650 | $32.0K | 0.01% | +650+65.0% | Added |
| Comerica Bank | 1,668 | $32.3K | 0.00% | +453+37.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,703 | $33.0K | 0.00% | −2,636−60.8% | Reduced |
| Parkside Financial Bank & Trust | 1,717 | $33.3K | 0.00% | +4+0.2% | Added |
| Private Capital Management, LLC | 1,900 | $36.8K | 0.00% | +1,900 | New |
| Newbridge Financial Services Group, Inc. | 1,950 | $37.8K | 0.01% | +1,750+875.0% | Added |
| Geneos Wealth Management Inc. | 1,953 | $37.8K | 0.00% | +1,953 | New |
| Creative Financial Designs Inc | 2,010 | $39.0K | 0.00% | +2,000+20,000.0% | Added |
