| FinTrust Capital Advisors, LLC | 174 | $0 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $110 | 0.00% | −12−92.3% | Reduced |
| Atticus Wealth Management, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $110 | 0.00% | +1 | New |
| Silicon Valley Capital Partners | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $438 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $547 | 0.00% | +5 | New |
| NVWM, LLC | 6 | $657 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $876 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $877 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $1.42K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $1.65K | 0.00% | +5+50.0% | Added |
| Cornerstone Planning Group LLC | 17 | $1.72K | 0.00% | −14−45.2% | Reduced |
| Valued Wealth Advisors LLC | 17 | $1.87K | 0.00% | +7+70.0% | Added |
| Avion Wealth | 25 | $2.00K | 0.00% | +5+25.0% | Added |
| Rakuten Securities, Inc. | 20 | $2.19K | 0.00% | −25−55.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 20 | $2.24K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $2.63K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 25 | $2.74K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $2.74K | 0.00% | +25 | New |
| Capital Performance Advisors LLP | 28 | $3.03K | 0.00% | +28 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $3.83K | 0.00% | +23+191.7% | Added |
| SJS Investment Consulting Inc. | 36 | $3.94K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 37 | $4.05K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 39 | $4.32K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $4.49K | 0.00% | +28+215.4% | Added |
| Atwood & Palmer Inc | 44 | $4.82K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 45 | $4.93K | 0.00% | +45 | New |
| Strengthening Families & Communities, LLC | 45 | $4.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 46 | $5.00K | 0.00% | −1−2.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 46 | $5.04K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $5.48K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 57 | $6.24K | 0.00% | −37−39.4% | Reduced |
| Atlas Capital Advisors LLC | 57 | $6.24K | 0.00% | +35+159.1% | Added |
| Sandy Spring Bank | 57 | $6.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 58 | $6.35K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 64 | $7.00K | 0.00% | +51+392.3% | Added |
| GHP Investment Advisors, Inc. | 66 | $7.23K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 69 | $7.56K | 0.01% | −53−43.4% | Reduced |
| Addison Advisors LLC | 69 | $7.56K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 79 | $7.91K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 85 | $8.00K | 0.00% | +85 | New |
| Dunhill Financial, LLC | 74 | $8.10K | 0.00% | +19+34.5% | Added |
| Washington Trust Co | 75 | $8.16K | 0.00% | +2+2.7% | Added |
| Versant Capital Management, Inc | 82 | $8.98K | 0.00% | −17−17.2% | Reduced |
| Motco | 84 | $9.20K | 0.00% | +84 | New |
| Ridgewood Investments LLC | 85 | $9.30K | 0.00% | +1+1.2% | Added |
| Arlington Trust Co LLC | 89 | $9.75K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 93 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 92 | $10.0K | 0.00% | +92 | New |
| Bell Investment Advisors, Inc | 93 | $10.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 101 | $10.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 99 | $10.8K | 0.00% | −72−42.1% | Reduced |
| Glen Eagle Advisors, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $11.0K | 0.00% | +100 | New |
| DiNuzzo Private Wealth, Inc. | 101 | $11.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 103 | $11.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $11.7K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 122 | $12.0K | 0.01% | +122 | New |
| Legacy Wealth Managment, LLC | 122 | $12.0K | 0.01% | +122 | New |
| Northwest Financial Advisors | 113 | $12.3K | 0.01% | +113 | New |
| Raleigh Capital Management Inc. | 115 | $12.6K | 0.00% | +5+4.5% | Added |
| Abound Wealth Management | 115 | $12.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 119 | $13.0K | 0.00% | +1+0.8% | Added |
| Washington Trust Advisors, Inc. | 122 | $13.3K | 0.00% | +67+121.8% | Added |
| Golden State Equity Partners | 122 | $13.4K | 0.00% | +122 | New |
| Solstein Capital, LLC | 125 | $13.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 127 | $13.8K | 0.00% | −2−1.6% | Reduced |
| LRI Investments, LLC | 142 | $13.9K | 0.00% | −18−11.3% | Reduced |
| Estabrook Capital Management | 127 | $13.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 127 | $13.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $14.0K | 0.01% | +118+1,180.0% | Added |
| Stone House Investment Management, LLC | 143 | $15.7K | 0.00% | +25+21.2% | Added |
| MV Capital Management, Inc. | 144 | $15.8K | 0.00% | +1+0.7% | Added |
| First Horizon Advisors, Inc. | 149 | $16.3K | 0.00% | +92+161.4% | Added |
| Sachetta, LLC | 151 | $16.6K | 0.01% | +9+6.3% | Added |
| Sugarloaf Wealth Management, LLC | 153 | $16.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 155 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 166 | $18.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 171 | $18.7K | 0.00% | −29−14.5% | Reduced |
| Delta Asset Management LLC | 183 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $21.9K | 0.00% | −1−0.5% | Reduced |
| HGK Asset Management Inc | 200 | $21.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $21.9K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $21.9K | 0.01% | +200 | New |
| Manchester Capital Management LLC | 207 | $22.7K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 211 | $23.1K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 224 | $24.5K | 0.00% | −15−6.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 226 | $24.8K | 0.00% | +26+13.0% | Added |
| Rise Advisors, LLC | 229 | $25.1K | 0.01% | +1+0.4% | Added |
| Ashton Thomas Securities, LLC | 236 | $25.8K | 0.01% | +236 | New |
| NBC Securities, Inc. | 247 | $27.0K | 0.00% | +2+0.8% | Added |
| Mizuho Bank, Ltd. | 250 | $27.4K | 0.01% | +250 | New |
| Chilton Capital Management LLC | 290 | $31.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 290 | $31.8K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 292 | $32.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 298 | $32.6K | 0.00% | 00.0% | Unchanged |