| Financial Management Professionals, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 26 | $0 | 0.00% | +26 | New |
| Cranbrook Wealth Management, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $27 | 0.00% | −5,587−100.0% | Reduced |
| Skopos Labs, Inc. | 2 | $28 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 4 | $55 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $81 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $82 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $82 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 7 | $95 | 0.00% | +7 | New |
| IFP Advisors, Inc | 9 | $122 | 0.00% | −118−92.9% | Reduced |
| McIlrath & Eck, LLC | 10 | $136 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 11 | $150 | 0.00% | +11 | New |
| Annapolis Financial Services, LLC | 12 | $163 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $163 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 12 | $163 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $163 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $163 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $170 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $231 | 0.00% | −458−96.4% | Reduced |
| Private Wealth Management Group, LLC | 18 | $245 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 19 | $258 | 0.00% | +19 | New |
| Eastern Bank | 20 | $271 | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 24 | $326 | 0.00% | −2−7.7% | Reduced |
| Rosenberg Matthew Hamilton | 25 | $339 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 27 | $366 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 28 | $380 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 28 | $380 | 0.00% | +28 | New |
| Clear Point Advisors Inc. | 34 | $461 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 37 | $502 | 0.00% | −3,185−98.9% | Reduced |
| Whittier Trust Co | 38 | $515 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 38 | $516 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 38 | $544 | 0.00% | −64−62.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 42 | $570 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 44 | $597 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 49 | $665 | 0.00% | +2+4.3% | Added |
| FinTrust Capital Advisors, LLC | 50 | $679 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $679 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $679 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $692 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 56 | $760 | 0.00% | −129−69.7% | Reduced |
| Key Financial Inc | 59 | $801 | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 62 | $841 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $842 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 62 | $842 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $855 | 0.00% | −23−26.7% | Reduced |
| Larson Financial Group LLC | 72 | $977 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 86 | $1.00K | 0.00% | −28,322−99.7% | Reduced |
| Capital Advisors, Ltd. LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 130 | $1.00K | 0.00% | +130 | New |
| MRP Capital Investments, LLC | 81 | $1.10K | 0.00% | +81 | New |
| Central Trust Co | 84 | $1.14K | 0.00% | +84 | New |
| Horizon Financial Services, LLC | 84 | $1.14K | 0.00% | +84 | New |
| Armstrong Advisory Group, Inc | 85 | $1.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $1.17K | 0.00% | +2+2.4% | Added |
| Salem Investment Counselors Inc | 87 | $1.18K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 87 | $1.18K | 0.00% | +87 | New |
| Gilliland Jeter Wealth Management LLC | 88 | $1.19K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 88 | $1.19K | 0.00% | +88 | New |
| AdvisorNet Financial, Inc | 89 | $1.21K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 91 | $1.24K | 0.00% | +91 | New |
| Parkside Financial Bank & Trust | 94 | $1.28K | 0.00% | −2,402−96.2% | Reduced |
| SOA Wealth Advisors, LLC. | 98 | $1.33K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 103 | $1.40K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 104 | $1.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 113 | $1.53K | 0.00% | +43+61.4% | Added |
| Caldwell Trust Co | 115 | $1.56K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 116 | $1.57K | 0.00% | +116 | New |
| Eagle Bay Advisors LLC | 123 | $1.67K | 0.00% | +58+89.2% | Added |
| Fortis Group Advisors, LLC | 126 | $1.71K | 0.00% | −1−0.8% | Reduced |
| Bogart Wealth, LLC | 134 | $1.82K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 138 | $1.87K | 0.00% | +54+64.3% | Added |
| Rothschild Investment LLC | 140 | $1.90K | 0.00% | +120+600.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 147 | $1.99K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 166 | $2.25K | 0.00% | +154+1,283.3% | Added |
| Hobbs Group Advisors, LLC | 172 | $2.33K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 172 | $2.33K | 0.00% | +64+59.3% | Added |
| Venturi Wealth Management, LLC | 182 | $2.47K | 0.00% | +81+80.2% | Added |
| CIBC Private Wealth Group, LLC | 200 | $2.71K | 0.00% | +38+23.5% | Added |
| Sound Income Strategies, LLC | 204 | $2.77K | 0.00% | +78+61.9% | Added |
| Versant Capital Management, Inc | 205 | $2.78K | 0.00% | −142−40.9% | Reduced |
| Hallmark Capital Management Inc | 205 | $2.78K | 0.00% | −18−8.1% | Reduced |
| Hexagon Capital Partners LLC | 225 | $3.05K | 0.00% | +1+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 262 | $3.56K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 302 | $3.73K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 284 | $3.85K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 292 | $3.96K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 305 | $4.14K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 334 | $4.58K | 0.00% | +12+3.7% | Added |
| Sandy Spring Bank | 350 | $4.75K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 388 | $5.31K | 0.00% | +288+288.0% | Added |
| Motco | 400 | $5.43K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.43K | 0.00% | – | – |
| Umb Bank N A | 414 | $5.62K | 0.00% | +152+58.0% | Added |
| Quest Partners LLC | 420 | $5.70K | 0.00% | +420 | New |
| Truist Financial Corp | 456 | $6.19K | 0.00% | −679,128−99.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 488 | $6.62K | 0.00% | −21−4.1% | Reduced |
| St Germain D J Co Inc | 500 | $6.79K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 500 | $6.79K | 0.00% | +500 | New |
| Prestige Wealth Management Group LLC | 508 | $6.89K | 0.00% | 00.0% | Unchanged |