| Raleigh Capital Management Inc. | 0 | $24 | 0.00% | 0 | Unchanged |
| IMA Wealth, Inc. | 1 | $250 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $251 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1 | $251 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $251 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $501 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $501 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $501 | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $501 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $522 | 0.00% | −2,032−99.9% | Reduced |
| Bare Financial Services, Inc | 3 | $752 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3 | $752 | 0.00% | +3 | New |
| Cedar Mountain Advisors, LLC | 3 | $752 | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $752 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $752 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $807 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 4 | $1.00K | 0.00% | −279−98.6% | Reduced |
| NVWM, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.25K | 0.00% | −694−99.3% | Reduced |
| Bruce G. Allen Investments, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5 | $1.25K | 0.00% | +5 | New |
| Stone House Investment Management, LLC | 6 | $1.38K | 0.00% | +4+200.0% | Added |
| Tidemark, LLC | 6 | $1.50K | 0.00% | +2+50.0% | Added |
| BOK Financial Private Wealth, Inc. | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $1.50K | 0.00% | +2+50.0% | Added |
| Salem Investment Counselors Inc | 6 | $1.50K | 0.00% | +6 | New |
| Basepoint Wealth LLC | 6 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $1.56K | 0.00% | +4+200.0% | Added |
| Nemes Rush Group LLC | 7 | $1.75K | 0.00% | −3−30.0% | Reduced |
| Old Point Trust & Financial Services N A | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 7 | $1.75K | 0.00% | +7 | New |
| Portus Wealth Advisors, LLC | 7 | $1.75K | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $1.76K | 0.00% | +4+133.3% | Added |
| Valley National Advisers Inc | 11 | $2.00K | 0.00% | +11 | New |
| Capital Analysts, LLC | 8 | $2.00K | 0.00% | +8 | New |
| N.E.W. Advisory Services LLC | 8 | $2.01K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 8 | $2.01K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $2.01K | 0.00% | +2+33.3% | Added |
| 1620 Investment Advisors, Inc. | 9 | $2.41K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $2.51K | 0.00% | −3−23.1% | Reduced |
| Clayton Financial Group LLC | 11 | $2.76K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $3.01K | 0.00% | +1+9.1% | Added |
| 1015 Capital Partners, LLC | 12 | $3.01K | 0.00% | +4+50.0% | Added |
| Vermillion Wealth Management, Inc. | 12 | $3.01K | 0.00% | +12 | New |
| Vision Retirement, LLC | 12 | $3.06K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 16 | $4.01K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $4.01K | 0.00% | +5+45.5% | Added |
| Sunrise Financial Services, LLC | 17 | $4.26K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 17 | $4.26K | 0.00% | −178−91.3% | Reduced |
| High Note Wealth, LLC | 18 | $4.51K | 0.00% | +7+63.6% | Added |
| Bryn Mawr Trust Co | 19 | $4.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $4.76K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 21 | $5.26K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $5.26K | 0.00% | +5+31.3% | Added |
| Retirement Wealth Solutions LLC | 21 | $5.27K | 0.00% | −1−4.5% | Reduced |
| Webster Bank, N. A. | 22 | $5.52K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 23 | $5.77K | 0.00% | +20+666.7% | Added |
| First Command Advisory Services, Inc. | 24 | $6.02K | 0.00% | +13+118.2% | Added |
| South State Corp. | 24 | $6.02K | 0.00% | −29−54.7% | Reduced |
| Manchester Capital Management LLC | 24 | $6.02K | 0.00% | +9+60.0% | Added |
| Clark Wealth Partners | 26 | $6.52K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 26 | $6.52K | 0.00% | +26 | New |
| Cornerstone Financial Management LLC | 28 | $7.02K | 0.01% | +10+55.6% | Added |
| Highline Wealth Partners LLC | 28 | $7.02K | 0.00% | +13+86.7% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $7.27K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 29 | $7.27K | 0.00% | +11+61.1% | Added |
| Abound Wealth Management | 29 | $7.39K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 30 | $7.52K | 0.00% | +8+36.4% | Added |
| Atlantic Trust, LLC | 32 | $8.02K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 32 | $8.02K | 0.00% | +6+23.1% | Added |
| JPL Wealth Management, LLC | 32 | $8.03K | 0.00% | +32 | New |
| Westside Investment Management, Inc. | 33 | $8.27K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $8.27K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 35 | $8.78K | 0.00% | −283−89.0% | Reduced |
| Strategic Wealth Advisors LLC | 39 | $9.00K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 37 | $9.28K | 0.00% | −8−17.8% | Reduced |
| Kilter Group LLC | 37 | $9.28K | 0.00% | +1+2.8% | Added |
| Bay Harbor Wealth Management, LLC | 38 | $9.53K | 0.00% | +12+46.2% | Added |
| MV Capital Management, Inc. | 38 | $9.53K | 0.00% | +4+11.8% | Added |
| Transamerica Financial Advisors, Inc. | 39 | $9.78K | 0.00% | +23+143.8% | Added |
| Aspect Partners, LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 40 | $10.0K | 0.00% | +34+566.7% | Added |
| Dogwood Wealth Management LLC | 41 | $10.3K | 0.00% | +20+95.2% | Added |
| True Wealth Design, LLC | 41 | $10.3K | 0.00% | +28+215.4% | Added |
| SJS Investment Consulting Inc. | 44 | $11.0K | 0.00% | +18+69.2% | Added |
| Dunhill Financial, LLC | 44 | $11.2K | 0.00% | −1−2.2% | Reduced |
| Prestige Wealth Management Group LLC | 45 | $11.3K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 45 | $11.3K | 0.00% | +45 | New |
| HHM Wealth Advisors, LLC | 46 | $11.5K | 0.00% | +46 | New |
| AdvisorNet Financial, Inc | 47 | $11.8K | 0.00% | +9+23.7% | Added |
| Raffa Wealth Management, LLC | 48 | $12.0K | 0.00% | +2+4.3% | Added |
| Byrne Asset Management LLC | 50 | $12.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 51 | $12.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 53 | $13.4K | 0.00% | +13+32.5% | Added |
