| Financial Management Professionals, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $0 | 0.00% | +40 | New |
| Cranbrook Wealth Management, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 3 | $37 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 4 | $50 | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 6 | $74 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $75 | 0.00% | −36−85.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 6 | $75 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $124 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 12 | $148 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $148 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $148 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 12 | $148 | 0.00% | +12 | New |
| Quadrant Capital Group LLC | 12 | $149 | 0.00% | −218−94.8% | Reduced |
| Annapolis Financial Services, LLC | 12 | $149 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $149 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $154 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $223 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $247 | 0.00% | +20 | New |
| Rosenberg Matthew Hamilton | 25 | $315 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $322 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 27 | $333 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 28 | $346 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 34 | $420 | 0.00% | −10−22.7% | Reduced |
| RFP Financial Group LLC | 37 | $457 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 37 | $457 | 0.00% | +37 | New |
| Old Point Trust & Financial Services N A | 38 | $469 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $469 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 42 | $519 | 0.00% | +42 | New |
| Country Trust Bank | 44 | $543 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 47 | $592 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $618 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $618 | 0.00% | +12+31.6% | Added |
| Laurel Wealth Advisors LLC | 50 | $618 | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 51 | $630 | 0.00% | −24−32.0% | Reduced |
| Key Financial Inc | 59 | $729 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $766 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 62 | $766 | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 62 | $766 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 65 | $803 | 0.00% | −251−79.4% | Reduced |
| Massmutual Trust Co FSB | 70 | $865 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 72 | $889 | 0.00% | +12+20.0% | Added |
| Scarborough Advisors, LLC | 76 | $939 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 84 | $1.04K | 0.00% | +41+95.3% | Added |
| JFS Wealth Advisors, LLC | 84 | $1.04K | 0.00% | −1−1.2% | Reduced |
| Armstrong Advisory Group, Inc | 85 | $1.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 86 | $1.06K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 87 | $1.07K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 88 | $1.09K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 89 | $1.10K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 98 | $1.21K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $1.24K | 0.00% | +100 | New |
| Innealta Capital, LLC | 100 | $1.24K | 0.00% | +100 | New |
| Venturi Wealth Management, LLC | 101 | $1.25K | 0.00% | +101 | New |
| Washington Trust Advisors, Inc. | 102 | $1.26K | 0.00% | −194−65.5% | Reduced |
| Continuum Advisory, LLC | 102 | $1.26K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 103 | $1.27K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 104 | $1.28K | 0.00% | −48−31.6% | Reduced |
| Lindbrook Capital, LLC | 108 | $1.33K | 0.00% | −249−69.7% | Reduced |
| Caldwell Trust Co | 115 | $1.42K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 126 | $1.56K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 127 | $1.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 127 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 134 | $1.66K | 0.00% | +64+91.4% | Added |
| Ashton Thomas Private Wealth, LLC | 137 | $1.69K | 0.00% | +137 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 147 | $1.81K | 0.00% | −261−64.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 164 | $2.07K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 171 | $2.11K | 0.00% | +171 | New |
| Hobbs Group Advisors, LLC | 172 | $2.12K | 0.00% | +172 | New |
| CIBC Private Wealth Group, LLC | 162 | $2.27K | 0.00% | −40−19.8% | Reduced |
| FSC Wealth Advisors, LLC | 185 | $2.29K | 0.00% | −84−31.2% | Reduced |
| Hallmark Capital Management Inc | 223 | $2.75K | 0.00% | +205+1,138.9% | Added |
| Hexagon Capital Partners LLC | 224 | $2.77K | 0.00% | −132−37.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 262 | $3.24K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 262 | $3.24K | 0.00% | +160+156.9% | Added |
| Contravisory Investment Management, Inc. | 284 | $3.51K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 292 | $3.61K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 302 | $3.73K | 0.00% | +192+174.5% | Added |
| Cape Investment Advisory, Inc. | 305 | $3.77K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 322 | $3.98K | 0.00% | +322 | New |
| Atlas Capital Advisors LLC | 323 | $3.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 347 | $4.29K | 0.00% | +347 | New |
| Sandy Spring Bank | 350 | $4.32K | 0.00% | −4−1.1% | Reduced |
| Motco | 400 | $4.94K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.94K | 0.00% | – | New |
| North Star Investment Management Corp. | 460 | $5.68K | 0.00% | +458+22,900.0% | Added |
| St Germain D J Co Inc | 500 | $6.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 508 | $6.27K | 0.00% | +410+418.4% | Added |
| DiNuzzo Private Wealth, Inc. | 509 | $6.29K | 0.00% | +21+4.3% | Added |
| Quent Capital, LLC | 511 | $6.31K | 0.00% | −340−40.0% | Reduced |
| Smartleaf Asset Management LLC | 513 | $6.33K | 0.00% | +450+714.3% | Added |
| EverSource Wealth Advisors, LLC | 475 | $7.01K | 0.00% | +4+0.8% | Added |
| Principal Securities, Inc. | 600 | $7.41K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 357 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 664 | $8.20K | 0.00% | −298−31.0% | Reduced |
| Danske Bank A/S | 700 | $8.64K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 695 | $9.00K | 0.01% | −6,988−91.0% | Reduced |
| WFA of San Diego, LLC | 750 | $9.26K | 0.01% | +750 | New |
| LRI Investments, LLC | 782 | $9.66K | 0.00% | +719+1,141.3% | Added |
| Geneos Wealth Management Inc. | 796 | $9.83K | 0.00% | 00.0% | Unchanged |