| Hantz Financial Services, Inc. | 5 | $0 | 0.00% | +5 | New |
| TFC Financial Management | 1 | $47 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $47 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $93 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $93 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $110 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $141 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $146 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $234 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $234 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $257 | 0.00% | +6 | New |
| Greenline Partners, LLC | 6 | $280 | 0.00% | +6 | New |
| Cromwell Holdings LLC | 6 | $283 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 9 | $421 | 0.00% | +9 | New |
| Bare Financial Services, Inc | 11 | $514 | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 12 | $561 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $566 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 368 | $608 | 0.00% | +345+1,500.0% | Added |
| Assetmark, Inc | 13 | $608 | 0.00% | −4−23.5% | Reduced |
| CVA Family Office, LLC | 13 | $608 | 0.00% | +13 | New |
| Rothschild Investment LLC | 15 | $701 | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $702 | 0.00% | +15 | New |
| American Capital Advisory, LLC | 19 | $889 | 0.00% | +19 | New |
| Global Financial Private Client, LLC | 21 | $982 | 0.00% | +11+110.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 27 | $1.26K | 0.00% | +5+22.7% | Added |
| SJS Investment Consulting Inc. | 32 | $1.50K | 0.00% | −2−5.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 35 | $1.64K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 37 | $1.75K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 45 | $2.10K | 0.00% | +45 | New |
| Harbour Investments, Inc. | 48 | $2.24K | 0.00% | −7−12.7% | Reduced |
| First Horizon Advisors, Inc. | 52 | $2.43K | 0.00% | +1+2.0% | Added |
| Activest Wealth Management | 53 | $2.48K | 0.00% | +53 | New |
| Hughes Financial Services, LLC | 61 | $2.79K | 0.00% | +61 | New |
| Bryn Mawr Trust Co | 63 | $2.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 71 | $3.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 75 | $3.51K | 0.00% | −356−82.6% | Reduced |
| Delta Asset Management LLC | 82 | $3.83K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 83 | $3.88K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 84 | $3.93K | 0.00% | +69+460.0% | Added |
| Spire Wealth Management | 85 | $3.97K | 0.00% | −3−3.4% | Reduced |
| William B. Walkup & Associates, Inc. | 86 | $4.02K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 94 | $4.39K | 0.00% | +94 | New |
| Asset Dedication, LLC | 95 | $4.44K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 96 | $4.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 105 | $4.91K | 0.00% | −484−82.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 107 | $5.00K | 0.00% | −53−33.1% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $5.05K | 0.00% | +45+71.4% | Added |
| JFS Wealth Advisors, LLC | 123 | $5.75K | 0.00% | +22+21.8% | Added |
| Brown, Lisle/Cummings, Inc. | 125 | $5.84K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 127 | $5.94K | 0.00% | +127 | New |
| IFP Advisors, Inc | 141 | $6.59K | 0.00% | −28−16.6% | Reduced |
| Fortitude Family Office, LLC | 144 | $6.73K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 145 | $6.78K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 157 | $7.34K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 175 | $8.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 176 | $8.23K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 200 | $8.61K | 0.00% | +200 | New |
| South State Corp. | 202 | $9.44K | 0.00% | +202 | New |
| Bell Investment Advisors, Inc | 230 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 231 | $10.8K | 0.00% | −10−4.1% | Reduced |
| NewSquare Capital LLC | 246 | $11.5K | 0.00% | +239+3,414.3% | Added |
| Boston Private Wealth LLC | 247 | $11.5K | 0.00% | +247 | New |
| Richardson Capital Management LLC | 250 | $11.7K | 0.01% | +250 | New |
| Hemington Wealth Management | 261 | $12.0K | 0.00% | +42+19.2% | Added |
| Private Wealth Management Group, LLC | 274 | $12.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 288 | $13.5K | 0.00% | +61+26.9% | Added |
| Covestor Ltd | 299 | $14.0K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 330 | $15.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 357 | $16.7K | 0.00% | +234+190.2% | Added |
| Rise Advisors, LLC | 367 | $17.2K | 0.01% | −220−37.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 400 | $18.7K | 0.00% | +400 | New |
| Smartleaf Asset Management LLC | 406 | $18.7K | 0.00% | +32+8.6% | Added |
| Versant Capital Management, Inc | 415 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 427 | $20.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 491 | $22.0K | 0.00% | −25,052−98.1% | Reduced |
| Ransom Advisory, Ltd | 500 | $23.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 511 | $23.9K | 0.00% | +279+120.3% | Added |
| Quarry LP | 517 | $24.2K | 0.01% | −253−32.9% | Reduced |
| Investors Research Corp | 685 | $32.0K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 722 | $32.2K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 735 | $34.4K | 0.00% | +662+906.8% | Added |
| Principal Securities, Inc. | 728 | $37.3K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 800 | $37.4K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 841 | $39.3K | 0.01% | +690+457.0% | Added |
| Whittier Trust Co | 887 | $41.5K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 955 | $44.6K | 0.00% | −5,708−85.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,009 | $47.0K | 0.00% | +1,009 | New |
| Allworth Financial LP | 1,163 | $50.4K | 0.00% | +156+15.5% | Added |
| V-Square Quantitative Management LLC | 1,095 | $51.2K | 0.01% | −43−3.8% | Reduced |
| Parallel Advisors, LLC | 1,127 | $52.7K | 0.00% | −272−19.4% | Reduced |
| Millstone Evans Group, LLC | 1,145 | $53.5K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,178 | $55.0K | 0.03% | −365−23.7% | Reduced |
| Arlington Trust Co LLC | 1,256 | $58.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,408 | $64.4K | 0.00% | −35−2.4% | Reduced |
| Jones Financial Companies LLLP | 1,450 | $66.9K | 0.00% | +355+32.4% | Added |
| Spectrum Wealth Counsel, LLC | 1,500 | $70.1K | 0.01% | +1,500 | New |
| Huntington National Bank | 1,526 | $71.3K | 0.00% | +112+7.9% | Added |
| Skopos Labs, Inc. | 1,561 | $73.0K | 0.02% | +439+39.1% | Added |
