| ORG Partners LLC | 1 | $69 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $205 | 0.00% | +3 | New |
| Castleview Partners, LLC | 3 | $205 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 4 | $274 | 0.00% | −26−86.7% | Reduced |
| Assetmark, Inc | 4 | $274 | 0.00% | +4 | New |
| Glassman Wealth Services | 5 | $342 | 0.00% | −6−54.5% | Reduced |
| True Wealth Design, LLC | 7 | $480 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 8 | $548 | 0.00% | +8 | New |
| Orion Capital Management LLC | 9 | $616 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $685 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 11 | $753 | 0.00% | −1−8.3% | Reduced |
| Valley National Advisers Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 16 | $1.12K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $1.16K | 0.00% | +17 | New |
| Beacon Capital Management, LLC | 22 | $1.26K | 0.00% | −10−31.3% | Reduced |
| Valued Wealth Advisors LLC | 24 | $1.37K | 0.00% | +24 | New |
| Harbour Investments, Inc. | 23 | $1.57K | 0.00% | +23 | New |
| Rakuten Securities, Inc. | 23 | $1.57K | 0.00% | +23 | New |
| Versant Capital Management, Inc | 24 | $1.64K | 0.00% | +1+4.3% | Added |
| DiNuzzo Private Wealth, Inc. | 26 | $1.78K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 28 | $1.92K | 0.00% | −15−34.9% | Reduced |
| Raffa Wealth Management, LLC | 28 | $1.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $1.92K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 33 | $2.26K | 0.00% | +33 | New |
| Jones Financial Companies LLLP | 39 | $2.67K | 0.00% | +19+95.0% | Added |
| Colonial Trust Co | 40 | $2.74K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 46 | $3.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $3.35K | 0.00% | −25−33.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 50 | $3.42K | 0.00% | +50 | New |
| Caldwell Sutter Capital, Inc. | 51 | $3.49K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 53 | $3.63K | 0.00% | +53 | New |
| American Capital Advisory, LLC | 54 | $3.70K | 0.00% | +54 | New |
| Farmers & Merchants Investments Inc | 61 | $4.17K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 61 | $4.25K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $4.52K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 79 | $5.41K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 88 | $6.03K | 0.00% | −37−29.6% | Reduced |
| Northwest Financial Advisors | 96 | $6.60K | 0.01% | +96 | New |
| Clearstead Advisors, LLC | 97 | $6.64K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $6.85K | 0.00% | +15+17.6% | Added |
| Red Tortoise LLC | 103 | $7.05K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 104 | $7.15K | 0.00% | −122−54.0% | Reduced |
| Whittier Trust Co | 107 | $7.32K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 113 | $7.74K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 116 | $7.94K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 122 | $8.35K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 126 | $8.63K | 0.00% | −27−17.6% | Reduced |
| Ronald Blue Trust, Inc. | 166 | $9.00K | 0.00% | −358−68.3% | Reduced |
| Center for Financial Planning, Inc. | 149 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 161 | $11.0K | 0.01% | +161 | New |
| Point72 Europe (London) LLP | 166 | $11.4K | 0.00% | +166 | New |
| Covestor Ltd | 188 | $13.0K | 0.01% | −46−19.7% | Reduced |
| JJJ Advisors Inc. | 191 | $13.1K | 0.00% | −26−12.0% | Reduced |
| Montag A & Associates Inc | 200 | $13.7K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 201 | $13.7K | 0.00% | −14−6.5% | Reduced |
| EverSource Wealth Advisors, LLC | 222 | $15.2K | 0.00% | +157+241.5% | Added |
| NBC Securities, Inc. | 237 | $16.0K | 0.00% | −96−28.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 240 | $16.4K | 0.01% | +1+0.4% | Added |
| SYSTM Wealth Solutions LLC | 259 | $17.8K | 0.00% | −4,696−94.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 264 | $17.8K | 0.00% | +197+294.0% | Added |
| Quent Capital, LLC | 283 | $19.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 287 | $19.6K | 0.00% | +10+3.6% | Added |
| Anchor Investment Management, LLC | 300 | $20.5K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 311 | $21.3K | 0.01% | +1+0.3% | Added |
| Planning Capital Management Corp | 314 | $21.5K | 0.02% | +314 | New |
| Garner Asset Management Corp | 339 | $22.1K | 0.01% | +339 | New |
| Simplex Trading, LLC | 337 | $23.0K | 0.00% | −11,446−97.1% | Reduced |
| Lindbrook Capital, LLC | 374 | $25.6K | 0.00% | +92+32.6% | Added |
| Proequities, Inc. | 385 | $26.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 393 | $26.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 400 | $27.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 409 | $28.0K | 0.00% | −975−70.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 500 | $34.2K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 527 | $36.1K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 563 | $38.5K | 0.00% | +43+8.3% | Added |
| Asset Dedication, LLC | 586 | $40.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 599 | $41.0K | 0.00% | +402+204.1% | Added |
| ICA Group Wealth Management, LLC | 610 | $41.8K | 0.01% | +610 | New |
| GPS Wealth Strategies Group, LLC | 642 | $44.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $54.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 840 | $57.5K | 0.00% | −209−19.9% | Reduced |
| Huntington National Bank | 872 | $59.7K | 0.00% | +744+581.3% | Added |
| Archer Investment Corp | 900 | $61.6K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 902 | $61.8K | 0.02% | +502+125.5% | Added |
| Spire Wealth Management | 926 | $62.4K | 0.00% | +32+3.6% | Added |
| TD Waterhouse Canada Inc. | 930 | $65.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 966 | $66.1K | 0.00% | −258−21.1% | Reduced |
| Ci Investments Inc. | 977 | $67.0K | 0.00% | +93+10.5% | Added |
| Cullen/Frost Bankers, Inc. | 980 | $67.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 994 | $68.0K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $68.5K | 0.01% | 00.0% | Unchanged |