| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Cranbrook Wealth Management, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $13 | 0.00% | −188−98.9% | Reduced |
| Graney & King, LLC | 3 | $19 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $22 | 0.00% | −1−25.0% | Reduced |
| Hilton Head Capital Partners, LLC | 4 | $25 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $38 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $38 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $38 | 0.00% | +6 | New |
| Quent Capital, LLC | 7 | $44 | 0.00% | −1,250−99.4% | Reduced |
| McMillan Office, Inc. | 7 | $44 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $57 | 0.00% | −100−91.7% | Reduced |
| Signature Equity Partners, LLC | 9 | $57 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $63 | 0.00% | −31−75.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 11 | $69 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $76 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $76 | 0.00% | +12 | New |
| TD Capital Management LLC | 13 | $79 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $95 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 16 | $101 | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 19 | $120 | 0.00% | +19 | New |
| Eastern Bank | 20 | $127 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 20 | $127 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $139 | 0.00% | +22 | New |
| WPG Advisers, LLC | 23 | $146 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 25 | $158 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $165 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 30 | $189 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 30 | $190 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 37 | $234 | 0.00% | +37 | New |
| Whittier Trust Co | 38 | $238 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 42 | $266 | 0.00% | −129−75.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 42 | $266 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 44 | $279 | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $317 | 0.00% | 00.0% | Unchanged |
| Bayban | 50 | $317 | 0.00% | +50 | New |
| Napier Financial, LLC | 56 | $354 | 0.00% | +56 | New |
| Key Financial Inc | 59 | $373 | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 62 | $392 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $393 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 62 | $393 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $399 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 65 | $411 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 70 | $443 | 0.00% | +69+6,900.0% | Added |
| Scarborough Advisors, LLC | 76 | $481 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 77 | $488 | 0.00% | +77 | New |
| Lodestone Wealth Management LLC | 79 | $500 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 79 | $500 | 0.00% | +79 | New |
| Beacon Investment Advisory Services, Inc. | 88 | $558 | 0.00% | +88 | New |
| AdvisorNet Financial, Inc | 89 | $563 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 89 | $564 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 90 | $570 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 98 | $620 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 102 | $627 | 0.00% | −938−90.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 100 | $633 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 103 | $642 | 0.00% | −603−85.4% | Reduced |
| Quarry LP | 109 | $690 | 0.00% | +46+73.0% | Added |
| Caldwell Trust Co | 115 | $728 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 119 | $753 | 0.00% | −70−37.0% | Reduced |
| Brown Brothers Harriman & Co | 124 | $785 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 126 | $797 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 128 | $810 | 0.00% | +128 | New |
| Bogart Wealth, LLC | 134 | $848 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 134 | $848 | 0.00% | +44+48.9% | Added |
| Harbour Investments, Inc. | 138 | $874 | 0.00% | +138 | New |
| True Link Financial Advisors, LLC | 142 | $899 | 0.00% | +142 | New |
| First Command Advisory Services, Inc. | 150 | $950 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 150 | $950 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 162 | $1.02K | 0.00% | −2−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 169 | $1.07K | 0.00% | −10−5.6% | Reduced |
| Quadrant Capital Group LLC | 172 | $1.09K | 0.00% | +37+27.4% | Added |
| Hickory Point Bank & Trust | 186 | $1.18K | 0.00% | +186 | New |
| Farther Finance Advisors, LLC | 196 | $1.22K | 0.00% | +6+3.2% | Added |
| Advisors Asset Management, Inc. | 193 | $1.22K | 0.00% | −375−66.0% | Reduced |
| Kilter Group LLC | 197 | $1.25K | 0.00% | +197 | New |
| Tompkins Financial Corp | 200 | $1.27K | 0.00% | +200 | New |
| SHP Wealth Management | 204 | $1.29K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 212 | $1.32K | 0.00% | +50+30.9% | Added |
| Armstrong Advisory Group, Inc | 222 | $1.41K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 242 | $1.53K | 0.00% | +242 | New |
| Zions Bancorporation, National Association | 273 | $1.73K | 0.00% | +273 | New |
| Jones Financial Companies LLLP | 282 | $1.75K | 0.00% | −333−54.1% | Reduced |
| Webster Bank, N. A. | 292 | $1.85K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 380 | $2.00K | 0.00% | −298−44.0% | Reduced |
| Purpose Unlimited Inc. | 342 | $2.17K | 0.00% | +342 | New |
| US Bancorp | 362 | $2.29K | 0.00% | −7−1.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 465 | $2.94K | 0.00% | −28−5.7% | Reduced |
| Parkside Financial Bank & Trust | 466 | $2.95K | 0.00% | −4,277−90.2% | Reduced |
| Spire Wealth Management | 480 | $3.04K | 0.00% | −1,600−76.9% | Reduced |
| Atlantic Union Bankshares Corp | 480 | $3.04K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 500 | $3.17K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 500 | $3.17K | 0.00% | +500 | New |
| Cassaday & Co Wealth Management LLC | 524 | $3.32K | 0.00% | +524 | New |
| Twin Peaks Wealth Advisors, LLC | 542 | $3.43K | 0.00% | +542 | New |
| Parallel Advisors, LLC | 547 | $3.46K | 0.00% | +196+55.8% | Added |
| Steward Partners Investment Advisory, LLC | 592 | $3.75K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 646 | $4.03K | 0.00% | +646 | New |
| Los Angeles Capital Management LLC | 640 | $4.05K | 0.00% | −1,515−70.3% | Reduced |
| Huntington National Bank | 736 | $4.66K | 0.00% | +214+41.0% | Added |
| MAI Capital Management | 749 | $4.74K | 0.00% | −126−14.4% | Reduced |