| South State Corp. | 114 | $9.51K | 0.00% | −250−68.7% | Reduced |
| TD Waterhouse Canada Inc. | 114 | $9.51K | 0.00% | +14+14.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 113 | $9.43K | 0.00% | +113 | New |
| ORG Partners LLC | 112 | $9.34K | 0.00% | +81+261.3% | Added |
| Optima Capital LLC | 111 | $9.26K | 0.00% | +111 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 110 | $9.21K | 0.01% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 108 | $9.05K | 0.00% | +108 | New |
| T. Rowe Price Investment Management, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 107 | $8.59K | 0.00% | +22+25.9% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $8.34K | 0.01% | −135−57.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 100 | $8.34K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 98 | $8.18K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 95 | $7.93K | 0.00% | +95 | New |
| Groupe la Francaise | 92 | $7.68K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 92 | $7.66K | 0.00% | +1+1.1% | Added |
| Capital Advisors, Ltd. LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 83 | $6.92K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 82 | $6.84K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 82 | $6.84K | 0.01% | +82 | New |
| Dunhill Financial, LLC | 82 | $6.81K | 0.00% | +4+5.1% | Added |
| Retirement Wealth Solutions LLC | 80 | $6.67K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 78 | $6.51K | 0.00% | −2−2.5% | Reduced |
| Sachetta, LLC | 77 | $6.42K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 76 | $6.34K | 0.00% | +76 | New |
| Strive Financial Group ,LLC | 76 | $6.34K | 0.00% | +76 | New |
| Park Place Capital Corp | 74 | $6.17K | 0.00% | +28+60.9% | Added |
| Private Wealth Management Group, LLC | 73 | $6.09K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 81 | $5.95K | 0.00% | +34+72.3% | Added |
| Transamerica Financial Advisors, Inc. | 70 | $5.87K | 0.00% | +31+79.5% | Added |
| Cedar Wealth Management, LLC | 68 | $5.67K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 66 | $5.54K | 0.01% | +66 | New |
| DiNuzzo Private Wealth, Inc. | 66 | $5.51K | 0.00% | +2+3.1% | Added |
| Barrett & Company, Inc. | 65 | $5.42K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 66 | $5.14K | 0.00% | +66 | New |
| Abound Wealth Management | 61 | $5.05K | 0.00% | +6+10.9% | Added |
| Elevated Capital Advisors, LLC | 60 | $5.01K | 0.00% | +60 | New |
| Piscataqua Savings Bank | 59 | $4.92K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 54 | $4.50K | 0.00% | −28−34.1% | Reduced |
| Westfuller Advisors, LLC | 54 | $4.50K | 0.00% | +9+20.0% | Added |
| Merited Wealth, LLC | 54 | $4.50K | 0.00% | +54 | New |
| Bay Harbor Wealth Management, LLC | 53 | $4.42K | 0.00% | +18+51.4% | Added |
| Leonteq Securities AG | 43 | $3.59K | 0.00% | −480−91.8% | Reduced |
| Paladin Partners, LLC | 42 | $3.50K | 0.00% | +42 | New |
| Beaird Harris Wealth Management, LLC | 40 | $3.34K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $3.34K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $3.34K | 0.00% | +24+150.0% | Added |
| Clark Wealth Partners | 39 | $3.25K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 39 | $3.25K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 39 | $3.25K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 38 | $3.17K | 0.00% | +38 | New |
| Winnow Wealth LLC | 37 | $3.11K | 0.00% | +37 | New |
| Bogart Wealth, LLC | 36 | $2.97K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 35 | $2.92K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 35 | $2.92K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $2.84K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 33 | $2.76K | 0.00% | +33 | New |
| Kilter Group LLC | 33 | $2.75K | 0.00% | −7−17.5% | Reduced |
| Creative Financial Designs Inc | 32 | $2.67K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 32 | $2.67K | 0.00% | +5+18.5% | Added |
| AdvisorNet Financial, Inc | 31 | $2.59K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 31 | $2.59K | 0.00% | +26+520.0% | Added |
| HM Payson & Co | 30 | $2.50K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $2.50K | 0.00% | +30 | New |
| Bayforest Capital Ltd | 28 | $2.34K | 0.00% | −211−88.3% | Reduced |
| Aspect Partners, LLC | 28 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 28 | $2.34K | 0.00% | +18+180.0% | Added |
| Valley National Advisers Inc | 32 | $2.00K | 0.00% | +13+68.4% | Added |
| Rialto Wealth Management, LLC | 23 | $1.92K | 0.00% | −5−17.9% | Reduced |
| Pittenger & Anderson Inc | 21 | $1.75K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 20 | $1.67K | 0.00% | +20 | New |
| Atlantic Private Wealth, LLC | 20 | $1.67K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 19 | $1.58K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 18 | $1.50K | 0.00% | +18 | New |
| Country Trust Bank | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 17 | $1.42K | 0.00% | +17 | New |
| Signature Resources Capital Management, LLC | 17 | $1.42K | 0.00% | +17 | New |
| SOA Wealth Advisors, LLC. | 14 | $1.19K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $1.00K | 0.00% | +3+33.3% | Added |
| Principia Wealth Advisory, LLC | 12 | $1.00K | 0.00% | +4+50.0% | Added |
| Hughes Financial Services, LLC | 11 | $918 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $835 | 0.00% | +2+25.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $744 | 0.00% | +2+33.3% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $727 | 0.00% | +10 | New |
| Seneschal Advisors, LLC | 8 | $668 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 8 | $668 | 0.00% | +8 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $646 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 7 | $584 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 5 | $417 | 0.00% | +5 | New |
| Clayton Financial Group LLC | 4 | $334 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 3 | $251 | 0.00% | +3 | New |
| Ameriflex Group, Inc. | 3 | $250 | 0.00% | −3−50.0% | Reduced |
| Activest Wealth Management | 3 | $250 | 0.00% | −2−40.0% | Reduced |
| Davis Capital Management | 3 | $250 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $83 | 0.00% | +1 | New |
| Sachem Head Capital Management LP | 0 | $0 | 0.00% | −2,195,000−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −1,126,674−100.0% | Sold out |
