| Capital Advisors, Ltd. LLC | 18 | $0 | 0.00% | −13−41.9% | Reduced |
| Avion Wealth | 58 | $0 | 0.00% | +28+93.3% | Added |
| Transamerica Financial Advisors, Inc. | 1 | $17 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $34 | 0.00% | +2 | New |
| Keating Financial Advisory Services, Inc. | 2 | $34 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $35 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $52 | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 7 | $135 | 0.00% | −1−12.5% | Reduced |
| American Capital Advisory, LLC | 22 | $379 | 0.00% | +22 | New |
| DecisionPoint Financial, LLC | 26 | $448 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 27 | $465 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 28 | $482 | 0.00% | −134−82.7% | Reduced |
| Bare Financial Services, Inc | 28 | $482 | 0.00% | +28 | New |
| Leonteq Securities AG | 31 | $534 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 37 | $637 | 0.00% | −102−73.4% | Reduced |
| Rialto Wealth Management, LLC | 46 | $793 | 0.00% | +46 | New |
| SJS Investment Consulting Inc. | 54 | $936 | 0.00% | +3+5.9% | Added |
| Bruce G. Allen Investments, LLC | 56 | $964 | 0.00% | −9−13.8% | Reduced |
| Financial Consulate, Inc | 56 | $965 | 0.00% | +2+3.7% | Added |
| Archer Investment Corp | 59 | $1.02K | 0.00% | +1+1.7% | Added |
| Cromwell Holdings LLC | 61 | $1.08K | 0.00% | +14+29.8% | Added |
| Brown, Lisle/Cummings, Inc. | 66 | $1.14K | 0.00% | +66 | New |
| Bell Investment Advisors, Inc | 71 | $1.22K | 0.00% | −44−38.3% | Reduced |
| WPG Advisers, LLC | 74 | $1.27K | 0.00% | −323−81.4% | Reduced |
| LRI Investments, LLC | 77 | $1.33K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 82 | $1.41K | 0.00% | +82 | New |
| South State Corp. | 99 | $1.71K | 0.00% | +28+39.4% | Added |
| UMA Financial Services, Inc. | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 117 | $2.02K | 0.00% | +117 | New |
| Caldwell Sutter Capital, Inc. | 122 | $2.10K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 128 | $2.20K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 128 | $2.20K | 0.00% | +128 | New |
| Signature Equity Partners, LLC | 130 | $2.24K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 134 | $2.31K | 0.00% | −12−8.2% | Reduced |
| Golden State Equity Partners | 136 | $2.35K | 0.00% | +136 | New |
| Geneos Wealth Management Inc. | 168 | $2.89K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 198 | $3.41K | 0.00% | +198 | New |
| Country Trust Bank | 200 | $3.44K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $3.44K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 206 | $3.55K | 0.00% | +150+267.9% | Added |
| Ares Financial Consulting, LLC | 230 | $3.93K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 260 | $4.00K | 0.00% | +260 | New |
| TD Capital Management LLC | 244 | $4.20K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $4.30K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 252 | $4.34K | 0.00% | −146−36.7% | Reduced |
| Hilton Head Capital Partners, LLC | 256 | $4.41K | 0.00% | −216−45.8% | Reduced |
| Insight Financial Services | 275 | $4.74K | 0.00% | +275 | New |
| Signature Resources Capital Management, LLC | 283 | $4.88K | 0.00% | −51−15.3% | Reduced |
| Farmers & Merchants Investments Inc | 290 | $4.99K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $6.25K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 375 | $6.46K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 399 | $6.87K | 0.00% | −347−46.5% | Reduced |
| Montag A & Associates Inc | 400 | $6.89K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $6.89K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 405 | $6.97K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 407 | $7.07K | 0.00% | +407 | New |
| Basecamp Wealth Advisors LLC | 417 | $7.18K | 0.00% | −19−4.4% | Reduced |
| Medallion Wealth Advisors, LLC | 420 | $7.23K | 0.00% | −425−50.3% | Reduced |
| Quent Capital, LLC | 478 | $8.23K | 0.00% | −15−3.0% | Reduced |
| Versant Capital Management, Inc | 497 | $8.56K | 0.00% | +340+216.6% | Added |
| Delta Asset Management LLC | 500 | $8.61K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $8.61K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 500 | $8.61K | 0.00% | 00.0% | Unchanged |
| City State Bank | 530 | $9.13K | 0.00% | +270+103.8% | Added |
| Bartlett & Co. Wealth Management LLC | 509 | $9.17K | 0.00% | +9+1.8% | Added |
| TD Private Client Wealth LLC | 547 | $9.42K | 0.00% | +63+13.0% | Added |
| Legacy Wealth Managment, LLC | 562 | $9.68K | 0.00% | +562 | New |
| Twin Peaks Wealth Advisors, LLC | 564 | $9.71K | 0.00% | +564 | New |
| Coston, McIsaac & Partners | 623 | $10.0K | 0.00% | +623 | New |
| Global Wealth Strategies & Associates | 600 | $10.3K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 700 | $12.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 714 | $13.0K | 0.00% | +18+2.6% | Added |
| Mountain Hill Investment Partners Corp. | 760 | $13.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 761 | $13.1K | 0.00% | −50−6.2% | Reduced |
| Protective Life Corp | 766 | $13.2K | 0.04% | +766 | New |
| Murphy & Mullick Capital Management Corp | 789 | $13.6K | 0.01% | −619−44.0% | Reduced |
| TD Waterhouse Canada Inc. | 800 | $13.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 799 | $13.8K | 0.00% | −222−21.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 802 | $13.8K | 0.00% | +687+597.4% | Added |
| Center for Financial Planning, Inc. | 805 | $13.9K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 850 | $14.6K | 0.01% | +76+9.8% | Added |
| Hurley Capital, LLC | 920 | $15.8K | 0.01% | −32−3.4% | Reduced |
| Triumph Capital Management | 900 | $15.9K | 0.00% | −2−0.2% | Reduced |
| Trust Co of Toledo NA | 939 | $16.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 940 | $16.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 982 | $16.9K | 0.00% | +184+23.1% | Added |
| Washington Trust Advisors, Inc. | 1,000 | $17.2K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,000 | $17.2K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,028 | $17.7K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,048 | $18.0K | 0.02% | −3−0.3% | Reduced |
| Root Financial Partners, LLC | 1,050 | $18.1K | 0.00% | +750+250.0% | Added |
| Eurizon Capital SGR S.p.A. | 1,088 | $19.0K | 0.00% | +1,088 | New |
| Atlantic Union Bankshares Corp | 1,107 | $19.1K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,141 | $19.7K | 0.00% | +1,141 | New |
| Pacific Center for Financial Services | 1,200 | $20.7K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,306 | $22.5K | 0.00% | +1,306 | New |
| Osbon Capital Management LLC | 1,365 | $23.5K | 0.02% | +1,365 | New |
| Ancora Advisors, LLC | 1,380 | $23.8K | 0.00% | 00.0% | Unchanged |