| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $103 | 0.00% | −100−97.1% | Reduced |
| Godsey & Gibb Associates | 3 | $103 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5 | $171 | 0.00% | +5 | New |
| SWAN Capital LLC | 6 | $205 | 0.00% | −4−40.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 6 | $205 | 0.00% | +6 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $240 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 7 | $240 | 0.00% | +7 | New |
| Halbert Hargrove Global Advisors, LLC | 7 | $249 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 8 | $274 | 0.00% | −2−20.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $342 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $342 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10 | $342 | 0.00% | +10 | New |
| Chesapeake Asset Management LLC | 10 | $342 | 0.00% | +10 | New |
| REAP Financial Group, LLC | 10 | $342 | 0.00% | +10 | New |
| Sandy Spring Bank | 10 | $343 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $343 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $377 | 0.00% | +6+120.0% | Added |
| Bear Mountain Capital, Inc. | 11 | $386 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $411 | 0.00% | +12 | New |
| West Paces Advisors Inc. | 17 | $582 | 0.00% | +17 | New |
| TFC Financial Management | 17 | $583 | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 18 | $617 | 0.00% | −9−33.3% | Reduced |
| BFSG, LLC | 20 | $685 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $856 | 0.00% | +15+150.0% | Added |
| ORG Partners LLC | 25 | $876 | 0.00% | +25 | New |
| Manchester Capital Management LLC | 26 | $891 | 0.00% | +2+8.3% | Added |
| Aspect Partners, LLC | 27 | $924 | 0.00% | +27 | New |
| Trifecta Capital Advisors, LLC | 28 | $959 | 0.00% | +28 | New |
| Missouri Trust & Investment Co | 30 | $1.03K | 0.00% | +30 | New |
| NVWM, LLC | 31 | $1.06K | 0.00% | −5−13.9% | Reduced |
| Principia Wealth Advisory, LLC | 29 | $1.06K | 0.00% | +13+81.3% | Added |
| Concord Wealth Partners | 39 | $1.33K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $1.37K | 0.00% | +30+300.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 45 | $1.54K | 0.00% | +45 | New |
| Christopher J. Hasenberg, Inc | 49 | $1.72K | 0.00% | +49 | New |
| Cornerstone Planning Group LLC | 53 | $1.74K | 0.00% | +44+488.9% | Added |
| Dunhill Financial, LLC | 57 | $1.94K | 0.00% | +17+42.5% | Added |
| Roble, Belko & Company, Inc | 58 | $2.00K | 0.00% | +37+176.2% | Added |
| Capital Advisors, Ltd. LLC | 65 | $2.00K | 0.00% | +65 | New |
| Fortitude Family Office, LLC | 70 | $2.40K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 71 | $2.43K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 71 | $2.43K | 0.00% | +10+16.4% | Added |
| Smallwood Wealth Investment Management, LLC | 72 | $2.46K | 0.00% | +72 | New |
| Hughes Financial Services, LLC | 74 | $2.59K | 0.00% | +74 | New |
| Medallion Wealth Advisors, LLC | 75 | $2.63K | 0.00% | −250−76.9% | Reduced |
| Atlantic Trust, LLC | 79 | $2.71K | 0.00% | +79 | New |
| First Command Advisory Services, Inc. | 80 | $2.74K | 0.00% | +80 | New |
| Abound Wealth Management | 85 | $2.91K | 0.00% | −16−15.8% | Reduced |
| Private Wealth Management Group, LLC | 85 | $2.91K | 0.00% | −15−15.0% | Reduced |
| Ransom Advisory, Ltd | 90 | $3.08K | 0.00% | −710−88.8% | Reduced |
| Frazier Financial Advisors, LLC | 90 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $3.42K | 0.00% | +100 | New |
| Marshall Investment Management, LLC | 107 | $3.66K | 0.00% | +107 | New |
| Archer Investment Corp | 110 | $3.77K | 0.00% | −600−84.5% | Reduced |
| Horizon Financial Services, LLC | 110 | $3.77K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 110 | $3.77K | 0.00% | +110 | New |
| HHM Wealth Advisors, LLC | 110 | $3.77K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 156 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 121 | $4.14K | 0.00% | +121 | New |
| Clark Wealth Partners | 123 | $4.21K | 0.00% | +123 | New |
| Arcadia Investment Advisors LLC | 131 | $4.49K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 132 | $4.52K | 0.00% | +66+100.0% | Added |
| Tidemark, LLC | 135 | $4.62K | 0.00% | +135 | New |
| PFS Partners, LLC | 150 | $5.14K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 150 | $5.14K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $5.14K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 163 | $5.58K | 0.00% | +152+1,381.8% | Added |
| Carolina Wealth Advisors, LLC | 166 | $5.68K | 0.00% | +166 | New |
| Quent Capital, LLC | 173 | $5.92K | 0.00% | +133+332.5% | Added |
| Hazlett, Burt & Watson, Inc. | 169 | $6.00K | 0.00% | +149+745.0% | Added |
| Compass Financial Services Inc | 187 | $6.40K | 0.00% | +187 | New |
| Winch Advisory Services, LLC | 188 | $6.44K | 0.00% | +168+840.0% | Added |
| PSI Advisors, LLC | 200 | $6.85K | 0.00% | −450−69.2% | Reduced |
| New England Capital Financial Advisors LLC | 200 | $6.85K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 200 | $6.85K | 0.00% | +200 | New |
| Bank of New Hampshire | 200 | $6.85K | 0.00% | +200 | New |
| Olistico Wealth, LLC | 200 | $6.85K | 0.00% | +200 | New |
| Saudi Central Bank | 207 | $7.09K | 0.04% | +207 | New |
| Strategic Investment Solutions, Inc. | 210 | $7.19K | 0.00% | +210 | New |
| Sachetta, LLC | 238 | $8.15K | 0.00% | +149+167.4% | Added |
| Byrne Asset Management LLC | 240 | $8.22K | 0.01% | +240 | New |
| Wolff Wiese Magana LLC | 245 | $8.39K | 0.01% | +130+113.0% | Added |
| N.E.W. Advisory Services LLC | 250 | $8.56K | 0.00% | +250 | New |
| Richard W. Paul & Associates, LLC | 270 | $9.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 272 | $9.31K | 0.00% | +12+4.6% | Added |
| South State Corp. | 280 | $9.59K | 0.00% | +280 | New |
| Meeder Asset Management Inc | 283 | $9.69K | 0.00% | +55+24.1% | Added |
| Country Trust Bank | 290 | $9.93K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 290 | $10.0K | 0.00% | +290 | New |
| Legacy Wealth Managment, LLC | 300 | $10.3K | 0.01% | −91−23.3% | Reduced |
| Asset Planning,Inc | 300 | $10.3K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 320 | $11.0K | 0.01% | +30+10.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 325 | $11.1K | 0.00% | +185+132.1% | Added |