| NVWM, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Sugarloaf Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $0 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 5 | $0 | 0.00% | +5 | New |
| Emfo, LLC | 5 | $0 | 0.00% | +5 | New |
| West Paces Advisors Inc. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 48,610 | $500 | 0.02% | +48,610 | New |
| Sutton Wealth Advisors Inc. | 6 | $583 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 15 | $1.00K | 0.00% | +15 | New |
| Albion Financial Group | 8 | $1.00K | 0.00% | +8 | New |
| Stonebridge Capital Advisors LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $2.00K | 0.00% | +15 | New |
| HighMark Wealth Management LLC | 23 | $2.00K | 0.00% | +23 | New |
| Regency Capital Management Inc. | 22 | $2.00K | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 30 | $3.00K | 0.00% | −452−93.8% | Reduced |
| SOA Wealth Advisors, LLC. | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 34 | $3.00K | 0.00% | +4+13.3% | Added |
| Tradition Wealth Management, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Copeland Capital Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Creative Financial Designs Inc | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Paragon Wealth Strategies, LLC | 47 | $5.00K | 0.00% | +47 | New |
| Glen Eagle Advisors, LLC | 52 | $5.05K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 70 | $6.80K | 0.00% | −810−92.0% | Reduced |
| Bartlett & Co. LLC | 70 | $7.00K | 0.00% | −810−92.0% | Reduced |
| Salem Investment Counselors Inc | 69 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 73 | $7.00K | 0.00% | +18+32.7% | Added |
| Schroder Investment Management Group | 82 | $8.00K | 0.00% | −7,257−98.9% | Reduced |
| Firestone Capital Management | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 79 | $8.00K | 0.00% | +79 | New |
| NewSquare Capital LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 90 | $9.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 96 | $9.00K | 0.00% | +96 | New |
| McIlrath & Eck, LLC | 105 | $10.0K | 0.00% | −7−6.3% | Reduced |
| Baldwin Brothers Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 100 | $10.0K | 0.01% | −5−4.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 100 | $10.0K | 0.00% | +100 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $10.0K | 0.01% | +100 | New |
| Federated Hermes, Inc. | 115 | $11.0K | 0.00% | +38+49.4% | Added |
| Global Financial Private Client, LLC | 118 | $11.6K | 0.01% | −220−65.1% | Reduced |
| Institutional & Family Asset Management, LLC | 128 | $12.0K | 0.00% | +10+8.5% | Added |
| Harvest Fund Management Co., Ltd | 128 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 122 | $12.0K | 0.00% | +122 | New |
| Farmers & Merchants Investments Inc | 132 | $13.0K | 0.00% | −26−16.5% | Reduced |
| Prestige Wealth Management Group LLC | 132 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 134 | $13.0K | 0.00% | +8+6.3% | Added |
| IMA Wealth, Inc. | 149 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 146 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 145 | $14.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 153 | $15.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 153 | $15.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 158 | $15.4K | 0.01% | −126−44.4% | Reduced |
| JJJ Advisors Inc. | 174 | $17.0K | 0.01% | −282−61.8% | Reduced |
| Smithfield Trust Co | 173 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 170 | $17.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 180 | $17.0K | 0.01% | +25+16.1% | Added |
| Pinnacle Bancorp, Inc. | 187 | $18.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 187 | $18.0K | 0.00% | +1+0.5% | Added |
| Central Trust Co | 183 | $18.0K | 0.00% | +183 | New |
| Ellis Investment Partners, LLC | 198 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 224 | $22.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 234 | $23.0K | 0.00% | +52+28.6% | Added |
| Cypress Point Wealth Management, LLC | 250 | $24.0K | 0.02% | +50+25.0% | Added |
| CVA Family Office, LLC | 249 | $24.0K | 0.01% | +249 | New |
| Better Money Decisions, LLC | 278 | $27.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 300 | $29.0K | 0.00% | −778−72.2% | Reduced |
| Concord Wealth Partners | 313 | $30.0K | 0.01% | +196+167.5% | Added |
| Front Row Advisors LLC | 319 | $31.0K | 0.01% | +139+77.2% | Added |
| Column Capital Advisors, LLC | 330 | $32.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 353 | $34.0K | 0.01% | +239+209.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 359 | $35.0K | 0.01% | −190−34.6% | Reduced |
| Evoke Wealth, LLC | 374 | $36.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 372 | $36.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 354 | $36.0K | 0.03% | +354 | New |
| GPS Wealth Strategies Group, LLC | 383 | $37.0K | 0.01% | −185−32.6% | Reduced |
| WealthShield Partners, LLC | 382 | $37.0K | 0.01% | +25+7.0% | Added |
| Carroll Financial Associates, Inc. | 400 | $38.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 389 | $38.0K | 0.00% | +39+11.1% | Added |
| Solstein Capital, LLC | 403 | $39.0K | 0.05% | +28+7.5% | Added |
| Erste Asset Management GmbH | 439 | $42.7K | 0.00% | +105+31.4% | Added |
| Glassman Wealth Services | 462 | $45.0K | 0.01% | −2−0.4% | Reduced |
| Spire Wealth Management | 475 | $46.0K | 0.00% | −1,527−76.3% | Reduced |