| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Maryland Capital Advisors Inc. | 1 | $40 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $80 | 0.00% | +2 | New |
| SHP Wealth Management | 3 | $119 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $153 | 0.00% | +4 | New |
| Activest Wealth Management | 4 | $158 | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $158 | 0.00% | +4 | New |
| Medallion Wealth Advisors, LLC | 4 | $158 | 0.00% | +4 | New |
| Financial Consulate, Inc | 5 | $198 | 0.00% | −10−66.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5 | $198 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $237 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $396 | 0.00% | +1+11.1% | Added |
| Valued Wealth Advisors LLC | 12 | $479 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $515 | 0.00% | +2+18.2% | Added |
| Cornerstone Planning Group LLC | 17 | $664 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $672 | 0.00% | −71−80.7% | Reduced |
| Creative Financial Designs Inc | 17 | $672 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $752 | 0.00% | −5−20.8% | Reduced |
| Ameriflex Group, Inc. | 20 | $791 | 0.00% | +20 | New |
| Westfuller Advisors, LLC | 24 | $935 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $949 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 24 | $949 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 29 | $1.15K | 0.00% | −2,163−98.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 31 | $1.23K | 0.00% | −7−18.4% | Reduced |
| Creative Capital Management Investments LLC | 31 | $1.23K | 0.00% | +31 | New |
| Massmutual Trust Co FSB | 35 | $1.38K | 0.00% | −49−58.3% | Reduced |
| Cornerstone Financial Management LLC | 35 | $1.38K | 0.00% | +35 | New |
| Transamerica Financial Advisors, Inc. | 37 | $1.46K | 0.00% | +37 | New |
| Cromwell Holdings LLC | 39 | $1.54K | 0.00% | +21+116.7% | Added |
| Highland Investment Advisors LLC | 41 | $1.64K | 0.00% | +41 | New |
| Webster Bank, N. A. | 46 | $1.82K | 0.00% | +46 | New |
| Ares Financial Consulting, LLC | 49 | $1.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 60 | $2.37K | 0.00% | +9+17.6% | Added |
| JFS Wealth Advisors, LLC | 64 | $2.53K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 74 | $2.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 77 | $3.04K | 0.00% | −2−2.5% | Reduced |
| Raffa Wealth Management, LLC | 77 | $3.04K | 0.00% | +25+48.1% | Added |
| Elevated Capital Advisors, LLC | 80 | $3.16K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 81 | $3.20K | 0.00% | −226−73.6% | Reduced |
| Sachetta, LLC | 87 | $3.44K | 0.00% | +87 | New |
| SJS Investment Consulting Inc. | 90 | $3.56K | 0.00% | +71+373.7% | Added |
| TD Private Client Wealth LLC | 96 | $3.80K | 0.00% | +86+860.0% | Added |
| Washington Trust Advisors, Inc. | 96 | $3.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $3.88K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 98 | $3.88K | 0.00% | +98 | New |
| Atlantic Trust, LLC | 99 | $3.92K | 0.00% | +30+43.5% | Added |
| Farmers & Merchants Investments Inc | 107 | $4.23K | 0.00% | −7−6.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 108 | $4.27K | 0.00% | −38−26.0% | Reduced |
| Quent Capital, LLC | 118 | $4.67K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 135 | $5.06K | 0.00% | +135 | New |
| Rossby Financial, LCC | 132 | $5.22K | 0.00% | +6+4.8% | Added |
| Vanguard National Trust Co | 136 | $5.38K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 136 | $5.38K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 137 | $5.42K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 147 | $5.81K | 0.00% | +112+320.0% | Added |
| CVA Family Office, LLC | 149 | $5.89K | 0.00% | +21+16.4% | Added |
| Covestor Ltd | 164 | $6.00K | 0.00% | +15+10.1% | Added |
| Zions Bancorporation, National Association | 164 | $6.49K | 0.00% | −6−3.5% | Reduced |
| Cape Investment Advisory, Inc. | 180 | $7.12K | 0.00% | +180 | New |
| Anchor Investment Management, LLC | 181 | $7.16K | 0.00% | +181 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $7.28K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 197 | $7.79K | 0.00% | +70+55.1% | Added |
| Keating Financial Advisory Services, Inc. | 198 | $7.83K | 0.00% | +105+112.9% | Added |
| McMillan Office, Inc. | 203 | $8.03K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 207 | $8.19K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 255 | $10.1K | 0.00% | +255 | New |
| AdvisorNet Financial, Inc | 274 | $10.8K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 274 | $10.8K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 284 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 279 | $11.0K | 0.00% | +279 | New |
| Pinnacle Wealth Planning Services, Inc. | 295 | $11.7K | 0.00% | −13−4.2% | Reduced |
| MCF Advisors LLC | 318 | $12.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 333 | $13.2K | 0.00% | +146+78.1% | Added |
| Parallel Advisors, LLC | 392 | $15.5K | 0.00% | +33+9.2% | Added |
| Bessemer Group Inc | 415 | $17.0K | 0.00% | −9,789−95.9% | Reduced |
| EverSource Wealth Advisors, LLC | 444 | $17.6K | 0.00% | −162−26.7% | Reduced |
| Ancora Advisors, LLC | 450 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 461 | $18.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 470 | $18.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 488 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 505 | $20.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 567 | $22.4K | 0.00% | +431+316.9% | Added |
| Simplex Trading, LLC | 569 | $22.5K | 0.00% | −3,684−86.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 570 | $22.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 606 | $24.0K | 0.00% | +14+2.4% | Added |
| Bollard Group LLC | 611 | $24.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 686 | $27.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 765 | $30.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 823 | $32.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $39.5K | 0.00% | −804−44.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,010 | $39.9K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,030 | $40.7K | 0.00% | +420+68.9% | Added |
| Rosenberg Matthew Hamilton | 1,031 | $40.8K | 0.01% | −299−22.5% | Reduced |
| Group One Trading, L.P. | 1,057 | $41.8K | 0.00% | +1,057 | New |
| Asset Dedication, LLC | 1,221 | $48.3K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,253 | $49.5K | 0.01% | +410+48.6% | Added |
| Cedar Mountain Advisors, LLC | 1,259 | $49.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,257 | $49.9K | 0.00% | 00.0% | Unchanged |