| TD Waterhouse Canada Inc. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $40 | 0.00% | +1 | New |
| Cranbrook Wealth Management, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 2 | $61 | 0.00% | +2 | New |
| Activest Wealth Management | 4 | $122 | 0.00% | +4 | New |
| Pacific Center for Financial Services | 6 | $130 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $153 | 0.00% | +5 | New |
| Anfield Capital Management, LLC | 6 | $183 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6 | $183 | 0.00% | +6 | New |
| Turning Point Benefit Group, Inc. | 7 | $213 | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 7 | $213 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $214 | 0.00% | −23−76.7% | Reduced |
| SJS Investment Consulting Inc. | 7 | $214 | 0.00% | +7 | New |
| Hilton Head Capital Partners, LLC | 9 | $274 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 11 | $334 | 0.00% | +7+175.0% | Added |
| Front Row Advisors LLC | 12 | $365 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $381 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 14 | $427 | 0.00% | +14 | New |
| New England Capital Financial Advisors LLC | 15 | $457 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $488 | 0.00% | +9+128.6% | Added |
| Holos Integrated Wealth LLC | 20 | $594 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 20 | $609 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20 | $609 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21 | $639 | 0.00% | −3,572−99.4% | Reduced |
| Fortitude Family Office, LLC | 21 | $639 | 0.00% | +6+40.0% | Added |
| USA Financial Portformulas Corp | 21 | $639 | 0.00% | +21 | New |
| Medallion Wealth Advisors, LLC | 24 | $730 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $731 | 0.00% | −69−74.2% | Reduced |
| Kilter Group LLC | 24 | $731 | 0.00% | +16+200.0% | Added |
| UMA Financial Services, Inc. | 26 | $792 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 26 | $792 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 29 | $883 | 0.00% | +29 | New |
| LRI Investments, LLC | 30 | $913 | 0.00% | −63−67.7% | Reduced |
| Contravisory Investment Management, Inc. | 30 | $913 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 32 | $959 | 0.00% | +32 | New |
| Storebrand Asset Management AS | 32 | $974 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 32 | $975 | 0.00% | −732−95.8% | Reduced |
| Investors Portfolio Services LLC | 32 | $984 | 0.00% | +32 | New |
| 1 North Wealth Services LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 35 | $1.07K | 0.00% | −44,376−99.9% | Reduced |
| CWM Advisors, LLC | 35 | $1.07K | 0.00% | +35 | New |
| MV Capital Management, Inc. | 36 | $1.10K | 0.00% | +1+2.9% | Added |
| Crewe Advisors LLC | 37 | $1.13K | 0.00% | +37 | New |
| Manchester Capital Management LLC | 39 | $1.19K | 0.00% | −95−70.9% | Reduced |
| Private Trust Co NA | 45 | $1.37K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 45 | $1.37K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 47 | $1.40K | 0.00% | −2,710−98.3% | Reduced |
| CVA Family Office, LLC | 47 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $1.46K | 0.00% | −152−76.0% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $1.52K | 0.00% | +50 | New |
| Sunbelt Securities, Inc. | 54 | $1.64K | 0.00% | +13+31.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $1.74K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $1.80K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 61 | $1.86K | 0.00% | +41+205.0% | Added |
| Plante Moran Financial Advisors, LLC | 62 | $1.89K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $1.89K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 63 | $1.92K | 0.00% | +63 | New |
| Sachetta, LLC | 64 | $1.95K | 0.00% | −108−62.8% | Reduced |
| Altshuler Shaham Ltd | 65 | $1.98K | 0.00% | +65 | New |
| Bogart Wealth, LLC | 69 | $2.10K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 71 | $2.16K | 0.00% | +65+1,083.3% | Added |
| Quadrant Capital Group LLC | 73 | $2.22K | 0.00% | +65+812.5% | Added |
| Darwin Advisors, LLC | 74 | $2.25K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 75 | $2.28K | 0.00% | +68+971.4% | Added |
| Scarborough Advisors, LLC | 76 | $2.31K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 82 | $2.50K | 0.00% | +61+290.5% | Added |
| AdvisorNet Financial, Inc | 89 | $2.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $2.86K | 0.00% | +48+104.3% | Added |
| Prestige Wealth Management Group LLC | 98 | $2.98K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $3.04K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 100 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 102 | $3.10K | 0.00% | +3+3.0% | Added |
| Anchor Investment Management, LLC | 106 | $3.23K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 111 | $3.38K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 114 | $3.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 114 | $3.47K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 122 | $3.71K | 0.00% | +122 | New |
| Brown Brothers Harriman & Co | 124 | $3.77K | 0.00% | −192−60.8% | Reduced |
| Fortis Group Advisors, LLC | 126 | $3.83K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 152 | $4.63K | 0.00% | +88+137.5% | Added |
| Marquette Asset Management, LLC | 154 | $4.69K | 0.00% | +154 | New |
| Versant Capital Management, Inc | 156 | $4.75K | 0.00% | −78−33.3% | Reduced |
| PFS Partners, LLC | 162 | $4.93K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 171 | $5.21K | 0.00% | +41+31.5% | Added |
| Signaturefd, LLC | 171 | $5.21K | 0.00% | +121+242.0% | Added |
| Costello Asset Management, INC | 200 | $6.09K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 204 | $6.21K | 0.00% | +204 | New |
| SageView Advisory Group, LLC | 205 | $6.24K | 0.00% | +205 | New |
| Massmutual Trust Co FSB | 208 | $6.33K | 0.00% | +22+11.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 209 | $6.36K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 215 | $6.54K | 0.00% | +215 | New |
| HM Payson & Co | 216 | $6.58K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 216 | $6.58K | 0.00% | +216 | New |
| Flagship Harbor Advisors, LLC | 223 | $6.79K | 0.00% | +223 | New |
| Huntington National Bank | 238 | $7.25K | 0.00% | −16−6.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 242 | $7.37K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 264 | $8.00K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 266 | $8.10K | 0.00% | +266 | New |
| Root Financial Partners, LLC | 268 | $8.16K | 0.00% | +115+75.2% | Added |