| Hazlett, Burt & Watson, Inc. | 10 | $0 | 0.00% | −70−87.5% | Reduced |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $35 | 0.00% | +1 | New |
| Cullen/Frost Bankers, Inc. | 2 | $70 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $70 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 3 | $97 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 4 | $141 | 0.00% | +4 | New |
| Acumen Wealth Advisors, LLC | 4 | $141 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 5 | $176 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 7 | $246 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $281 | 0.00% | +8 | New |
| South State Corp. | 10 | $352 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 10 | $352 | 0.00% | +10 | New |
| Horizon Investments, LLC | 11 | $387 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $493 | 0.00% | +4+40.0% | Added |
| SageView Advisory Group, LLC | 15 | $528 | 0.00% | +15 | New |
| Cromwell Holdings LLC | 16 | $563 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 17 | $598 | 0.00% | +17 | New |
| CVA Family Office, LLC | 18 | $633 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 18 | $633 | 0.00% | +18 | New |
| Bogart Wealth, LLC | 20 | $704 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $704 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $704 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 20 | $704 | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 27 | $951 | 0.00% | +27 | New |
| Atlantic Trust, LLC | 28 | $986 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | +1+7.1% | Added |
| Zions Bancorporation, National Association | 29 | $1.02K | 0.00% | +29 | New |
| Cape Investment Advisory, Inc. | 30 | $1.05K | 0.00% | +12+66.7% | Added |
| POM Investment Strategies, LLC | 41 | $1.44K | 0.00% | +41 | New |
| Ares Financial Consulting, LLC | 42 | $1.48K | 0.00% | +42 | New |
| Stephens Consulting, LLC | 50 | $1.76K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 50 | $1.76K | 0.00% | +50 | New |
| CoreCap Advisors, LLC | 52 | $1.83K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 55 | $1.94K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 55 | $1.94K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 62 | $2.18K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 65 | $2.29K | 0.00% | +28+75.7% | Added |
| Wolff Wiese Magana LLC | 70 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 70 | $2.46K | 0.00% | +70 | New |
| Bare Financial Services, Inc | 71 | $2.50K | 0.00% | +59+491.7% | Added |
| Ball & Co Wealth Management Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 86 | $3.02K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 87 | $3.06K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 100 | $3.52K | 0.00% | +50+100.0% | Added |
| Private Trust Co NA | 100 | $3.52K | 0.00% | −100−50.0% | Reduced |
| Atlantic Union Bankshares Corp | 100 | $3.52K | 0.00% | −35−25.9% | Reduced |
| Barrett & Company, Inc. | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 102 | $3.58K | 0.00% | +102 | New |
| J.Safra Asset Management Corp | 102 | $3.59K | 0.00% | −4−3.8% | Reduced |
| Innovative Advisory Group, LLC | 107 | $3.76K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 121 | $4.00K | 0.00% | −1,400−92.0% | Reduced |
| Clearstead Advisors, LLC | 115 | $4.05K | 0.00% | −3−2.5% | Reduced |
| First Horizon Corp | 132 | $4.64K | 0.00% | −8−5.7% | Reduced |
| Quent Capital, LLC | 135 | $4.75K | 0.00% | +43+46.7% | Added |
| Salomon & Ludwin, LLC | 152 | $4.88K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 143 | $5.03K | 0.00% | +33+30.0% | Added |
| GoalVest Advisory LLC | 150 | $5.28K | 0.00% | +150 | New |
| Strengthening Families & Communities, LLC | 150 | $5.28K | 0.00% | +150 | New |
| NVWM, LLC | 165 | $5.80K | 0.00% | +165 | New |
| Ancora Advisors, LLC | 170 | $5.98K | 0.00% | −1−0.6% | Reduced |
| Sachetta, LLC | 179 | $6.30K | 0.00% | +20+12.6% | Added |
| Adirondack Trust Co | 188 | $6.61K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 189 | $6.65K | 0.00% | +16+9.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 196 | $6.90K | 0.00% | +196 | New |
| Toth Financial Advisory Corp | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 200 | $7.04K | 0.00% | +200 | New |
| Paladin Partners, LLC | 200 | $7.04K | 0.01% | +200 | New |
| AdvisorNet Financial, Inc | 206 | $7.25K | 0.00% | +200+3,333.3% | Added |
| Smartleaf Asset Management LLC | 208 | $7.35K | 0.00% | +127+156.8% | Added |
| Sound Income Strategies, LLC | 225 | $7.63K | 0.00% | −39−14.8% | Reduced |
| Sfam, LLC | 220 | $7.74K | 0.01% | +220 | New |
| EverSource Wealth Advisors, LLC | 227 | $7.99K | 0.00% | +190+513.5% | Added |
| Private Wealth Management Group, LLC | 242 | $8.51K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 250 | $8.79K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 250 | $8.79K | 0.01% | +150+150.0% | Added |
| Tower Research Capital LLC (TRC) | 292 | $10.3K | 0.00% | −4,979−94.5% | Reduced |
| Curio Wealth, LLC | 279 | $10.4K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $10.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 315 | $11.1K | 0.00% | −343−52.1% | Reduced |
| Reflection Asset Management | 350 | $11.7K | 0.01% | +350 | New |
| Valley National Advisers Inc | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 400 | $14.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 400 | $14.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $14.1K | 0.00% | +400 | New |
| Covestor Ltd | 424 | $15.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 450 | $15.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 500 | $17.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 500 | $17.6K | 0.00% | +500 | New |
| Commonwealth Retirement Investments LLC | 500 | $17.6K | 0.01% | +500 | New |
| Los Angeles Capital Management LLC | 461 | $17.6K | 0.00% | +461 | New |
| Northwestern Mutual Wealth Management Co | 616 | $21.7K | 0.00% | −746−54.8% | Reduced |
| MAI Capital Management | 790 | $27.8K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 800 | $28.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 803 | $28.2K | 0.02% | −2,485−75.6% | Reduced |
| Ronald Blue Trust, Inc. | 812 | $28.6K | 0.00% | −511−38.6% | Reduced |
| Raleigh Capital Management Inc. | 945 | $33.2K | 0.01% | +347+58.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,000 | $35.2K | 0.00% | 00.0% | Unchanged |