| Cloud Capital Management, LLC | 25 | $0 | 0.00% | +25 | New |
| Strengthening Families & Communities, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 1 | $45 | 0.00% | −27−96.4% | Reduced |
| AdvisorNet Financial, Inc | 2 | $67 | 0.00% | −1,065−99.8% | Reduced |
| American Capital Advisory, LLC | 4 | $134 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 5 | $167 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 5 | $167 | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 8 | $267 | 0.00% | +1+14.3% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $400 | 0.00% | +2+20.0% | Added |
| HFM Investment Advisors, LLC | 12 | $401 | 0.00% | −1−7.7% | Reduced |
| Bare Financial Services, Inc | 12 | $401 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $432 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $513 | 0.00% | +16 | New |
| Bogart Wealth, LLC | 16 | $534 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $634 | 0.00% | +19 | New |
| IMG Wealth Management, Inc. | 26 | $868 | 0.00% | +26 | New |
| Winthrop Capital Management, LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 31 | $1.03K | 0.00% | −6−16.2% | Reduced |
| Cromwell Holdings LLC | 31 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 32 | $1.07K | 0.00% | +6+23.1% | Added |
| Transamerica Financial Advisors, Inc. | 34 | $1.10K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 33 | $1.20K | 0.00% | −2−5.7% | Reduced |
| Rossby Financial, LCC | 39 | $1.29K | 0.00% | +39 | New |
| Financial Management Professionals, Inc. | 40 | $1.33K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 40 | $1.33K | 0.00% | +40 | New |
| Creative Financial Designs Inc | 41 | $1.37K | 0.00% | −185−81.9% | Reduced |
| Dogwood Wealth Management LLC | 42 | $1.40K | 0.00% | −73−63.5% | Reduced |
| CoreCap Advisors, LLC | 45 | $1.50K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 47 | $1.57K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 47 | $1.57K | 0.00% | +47 | New |
| Steigerwald, Gordon & Koch Inc. | 49 | $1.64K | 0.00% | +49 | New |
| Essential Partners LLC | 52 | $1.74K | 0.00% | +12+30.0% | Added |
| Rakuten Securities, Inc. | 52 | $1.74K | 0.00% | +52 | New |
| Bell Investment Advisors, Inc | 54 | $1.80K | 0.00% | −12−18.2% | Reduced |
| Anchor Investment Management, LLC | 55 | $1.84K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 66 | $2.00K | 0.00% | +1+1.5% | Added |
| Avion Wealth | 72 | $2.00K | 0.00% | +15+26.3% | Added |
| Private Wealth Management Group, LLC | 65 | $2.17K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 67 | $2.24K | 0.00% | +67 | New |
| JFS Wealth Advisors, LLC | 73 | $2.44K | 0.00% | −1−1.4% | Reduced |
| Armstrong Advisory Group, Inc | 73 | $2.44K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 75 | $2.50K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 83 | $2.80K | 0.00% | −4−4.6% | Reduced |
| Quent Capital, LLC | 86 | $2.87K | 0.00% | +86 | New |
| Capital Analysts, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 105 | $3.50K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 108 | $3.60K | 0.00% | +108 | New |
| Crewe Advisors LLC | 108 | $3.61K | 0.00% | +108 | New |
| Dunhill Financial, LLC | 116 | $3.86K | 0.00% | +8+7.4% | Added |
| High Note Wealth, LLC | 127 | $4.24K | 0.00% | +5+4.1% | Added |
| Rothschild Investment LLC | 142 | $4.74K | 0.00% | +117+468.0% | Added |
| WPG Advisers, LLC | 146 | $4.87K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 166 | $5.54K | 0.00% | +166 | New |
| Itau Unibanco Holding S.A. | 168 | $5.61K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 188 | $6.28K | 0.00% | +13+7.4% | Added |
| SBI Securities Co., Ltd. | 201 | $6.71K | 0.00% | +1+0.5% | Added |
| N.E.W. Advisory Services LLC | 215 | $7.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 224 | $7.48K | 0.00% | +8+3.7% | Added |
| Farmers & Merchants Investments Inc | 225 | $7.51K | 0.00% | +11+5.1% | Added |
| Westside Investment Management, Inc. | 239 | $7.93K | 0.00% | +239 | New |
| Mascoma Wealth Management LLC | 250 | $8.35K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 256 | $8.56K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 290 | $9.68K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 310 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 323 | $10.0K | 0.00% | −8−2.4% | Reduced |
| Prestige Wealth Management Group LLC | 310 | $10.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 332 | $11.1K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 340 | $11.3K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 348 | $11.6K | 0.01% | −91−20.7% | Reduced |
| Banque Cantonale Vaudoise | 348 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 387 | $12.9K | 0.00% | −600−60.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 515 | $17.0K | 0.00% | −183−26.2% | Reduced |
| Centerpoint Advisors, LLC | 504 | $17.0K | 0.01% | −2−0.4% | Reduced |
| MAI Capital Management | 525 | $17.5K | 0.00% | −324−38.2% | Reduced |
| Rexford Capital Inc | 525 | $17.5K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 539 | $18.0K | 0.00% | +301+126.5% | Added |
| Smartleaf Asset Management LLC | 575 | $19.3K | 0.00% | +376+188.9% | Added |
| Binnacle Investments Inc | 582 | $19.4K | 0.01% | +77+15.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 585 | $19.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 585 | $19.5K | 0.00% | +585 | New |
| Bank of Jackson Hole Trust | 591 | $19.7K | 0.01% | +591 | New |
| Plante Moran Financial Advisors, LLC | 595 | $19.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 605 | $20.2K | 0.01% | +1+0.2% | Added |
| Cornerstone Planning Group LLC | 126 | $20.8K | 0.00% | +64+103.2% | Added |
| Trust Co | 625 | $20.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 594 | $21.0K | 0.00% | −1,836−75.6% | Reduced |
| Wexford Capital LP | 641 | $21.4K | 0.01% | +641 | New |
| Canton Hathaway, LLC | 645 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 661 | $22.1K | 0.00% | +1+0.2% | Added |
| GWM Advisors LLC | 675 | $22.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 728 | $25.0K | 0.00% | +2+0.3% | Added |
| BFSG, LLC | 750 | $25.0K | 0.00% | +750 | New |
| Financial Consulate, Inc | 787 | $26.3K | 0.00% | +787 | New |
| Wealthspire Advisors, LLC | 811 | $27.1K | 0.00% | +811 | New |
| Root Financial Partners, LLC | 898 | $30.0K | 0.00% | +898 | New |
| Private Trust Co NA | 902 | $30.1K | 0.00% | +51+6.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 900 | $30.4K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 935 | $31.2K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,000 | $33.4K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,012 | $33.8K | 0.01% | +704+228.6% | Added |