| Cloud Capital Management, LLC | 33 | $0 | 0.00% | +33 | New |
| Cranbrook Wealth Management, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $26 | 0.00% | +2 | New |
| Graney & King, LLC | 3 | $38 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $51 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $75 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $76 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $76 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $88 | 0.00% | +4+133.3% | Added |
| MPWM Advisory Solutions, LLC | 8 | $100 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $100 | 0.00% | +1+14.3% | Added |
| SBI Securities Co., Ltd. | 10 | $126 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 11 | $138 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 11 | $138 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $151 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $151 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $157 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 13 | $163 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $163 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $176 | 0.00% | +2+16.7% | Added |
| Whipplewood Advisors, LLC | 15 | $188 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $188 | 0.00% | +7+87.5% | Added |
| New Millennium Group LLC | 15 | $188 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 16 | $201 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 20 | $251 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 20 | $251 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 23 | $289 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 24 | $301 | 0.00% | +24 | New |
| Rosenberg Matthew Hamilton | 25 | $314 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $327 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 30 | $376 | 0.00% | +30 | New |
| Contravisory Investment Management, Inc. | 30 | $377 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $439 | 0.00% | −1−2.8% | Reduced |
| Mather Group, LLC. | 37 | $464 | 0.00% | +37 | New |
| Whittier Trust Co | 38 | $485 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 42 | $527 | 0.00% | −9−17.6% | Reduced |
| Country Trust Bank | 44 | $552 | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $628 | 0.00% | +50 | New |
| CIBC Private Wealth Group, LLC | 55 | $690 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 56 | $703 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $740 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $753 | 0.00% | −1−1.6% | Reduced |
| Fortitude Family Office, LLC | 61 | $766 | 0.00% | +15+32.6% | Added |
| Citizens National Bank Trust Department | 62 | $778 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $779 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 62 | $779 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $791 | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 81 | $951 | 0.00% | +81 | New |
| Scarborough Advisors, LLC | 76 | $954 | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 41 | $1.00K | 0.00% | +41 | New |
| Ameriflex Group, Inc. | 84 | $1.05K | 0.00% | +84 | New |
| Sound Income Strategies, LLC | 93 | $1.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 89 | $1.12K | 0.00% | −419−82.5% | Reduced |
| AdvisorNet Financial, Inc | 89 | $1.12K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 90 | $1.13K | 0.00% | −6−6.3% | Reduced |
| SOA Wealth Advisors, LLC. | 98 | $1.23K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $1.25K | 0.00% | +100 | New |
| IFP Advisors, Inc | 109 | $1.37K | 0.00% | −276−71.7% | Reduced |
| EverSource Wealth Advisors, LLC | 110 | $1.38K | 0.00% | −215−66.2% | Reduced |
| Caldwell Trust Co | 115 | $1.44K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 124 | $1.56K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 126 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 134 | $1.68K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 150 | $1.88K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 183 | $2.30K | 0.00% | −4−2.1% | Reduced |
| GWM Advisors LLC | 218 | $2.74K | 0.00% | +218 | New |
| Main Street Group, LTD | 219 | $2.75K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 222 | $2.79K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 236 | $2.96K | 0.00% | +236 | New |
| Hemington Wealth Management | 258 | $3.00K | 0.00% | +27+11.7% | Added |
| Root Financial Partners, LLC | 249 | $3.13K | 0.00% | +249 | New |
| Rothschild Investment LLC | 275 | $3.45K | 0.00% | −40−12.7% | Reduced |
| Quadrant Capital Group LLC | 284 | $3.56K | 0.00% | +284 | New |
| Webster Bank, N. A. | 292 | $3.67K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 302 | $3.79K | 0.00% | +302 | New |
| Massmutual Trust Co FSB | 310 | $3.89K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 304 | $3.91K | 0.00% | +5+1.7% | Added |
| Parallel Advisors, LLC | 358 | $4.49K | 0.00% | +7+2.0% | Added |
| Versant Capital Management, Inc | 371 | $4.66K | 0.00% | +135+57.2% | Added |
| Ameritas Advisory Services, LLC | 410 | $5.15K | 0.00% | −200−32.8% | Reduced |
| Jones Financial Companies LLLP | 456 | $5.75K | 0.00% | −306−40.2% | Reduced |
| Huntington National Bank | 464 | $5.82K | 0.00% | −3−0.6% | Reduced |
| US Bancorp | 477 | $5.99K | 0.00% | +28+6.2% | Added |
| Optiver Holding B.V. | 478 | $6.00K | 0.00% | +478 | New |
| Atlantic Union Bankshares Corp | 480 | $6.02K | 0.00% | +100+26.3% | Added |
| MAI Capital Management | 512 | $6.43K | 0.00% | −320−38.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 496 | $6.54K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 524 | $6.58K | 0.00% | +157+42.8% | Added |
| St Germain D J Co Inc | 550 | $6.90K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 264 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 560 | $7.03K | 0.00% | −3−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 592 | $7.43K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 674 | $8.00K | 0.00% | −1−0.1% | Reduced |
| Umb Bank N A | 739 | $9.27K | 0.00% | +48+6.9% | Added |
| Salomon & Ludwin, LLC | 745 | $9.51K | 0.00% | +642+623.3% | Added |
| North Star Investment Management Corp. | 760 | $9.54K | 0.00% | −160−17.4% | Reduced |
| WFA of San Diego, LLC | 902 | $11.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 974 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,000 | $12.6K | 0.00% | −950−48.7% | Reduced |
| Signaturefd, LLC | 1,165 | $14.6K | 0.00% | +90+8.4% | Added |