| Total Investment Management Inc | 1 | $187 | 0.00% | +1 | New |
| Concord Wealth Partners | 1 | $187 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $187 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 3 | $560 | 0.00% | +3 | New |
| Crewe Advisors LLC | 3 | $561 | 0.00% | −23,497−100.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $561 | 0.00% | −3−50.0% | Reduced |
| Tortoise Investment Management, LLC | 4 | $747 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $747 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $934 | 0.00% | +5 | New |
| Nemes Rush Group LLC | 5 | $934 | 0.00% | +5 | New |
| Navigoe, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 6 | $1.12K | 0.00% | +3+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7 | $1.31K | 0.00% | +7 | New |
| Bellevue Asset Management, LLC | 8 | $1.49K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $2.43K | 0.00% | −1−7.1% | Reduced |
| Medallion Wealth Advisors, LLC | 14 | $2.60K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 14 | $2.61K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $2.80K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 15 | $2.80K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $2.80K | 0.00% | +15 | New |
| C M Bidwell & Associates Ltd | 16 | $2.99K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 16 | $2.99K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $2.99K | 0.00% | +16 | New |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $3.36K | 0.00% | +3+20.0% | Added |
| Hughes Financial Services, LLC | 18 | $3.38K | 0.00% | −3−14.3% | Reduced |
| LGT Financial Advisors LLC | 20 | $3.73K | 0.01% | +20 | New |
| Talon Private Wealth, LLC | 20 | $3.73K | 0.00% | +20 | New |
| WealthCollab, LLC | 20 | $3.73K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $3.92K | 0.00% | +21 | New |
| Hemington Wealth Management | 24 | $4.00K | 0.00% | −3−11.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 22 | $4.10K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 22 | $4.11K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 23 | $4.29K | 0.00% | +23 | New |
| Sunbelt Securities, Inc. | 26 | $4.46K | 0.00% | +13+100.0% | Added |
| Creative Financial Designs Inc | 26 | $4.86K | 0.00% | +26 | New |
| Hantz Financial Services, Inc. | 25 | $5.00K | 0.00% | +25 | New |
| Accent Capital Management, LLC | 27 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $5.04K | 0.00% | +27 | New |
| Greykasell Wealth Strategies, Inc. | 29 | $5.42K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 30 | $5.60K | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 31 | $5.79K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $5.97K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $7.66K | 0.00% | −8−16.3% | Reduced |
| Anchor Investment Management, LLC | 41 | $7.66K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 41 | $7.66K | 0.00% | +41 | New |
| Edmond de Rothschild Holding S.A. | 42 | $7.81K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 42 | $7.84K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 47 | $8.00K | 0.00% | −11,214−99.6% | Reduced |
| Avion Wealth | 43 | $8.00K | 0.00% | +20+87.0% | Added |
| HFM Investment Advisors, LLC | 43 | $8.03K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 44 | $8.22K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 48 | $8.97K | 0.00% | −59−55.1% | Reduced |
| Trust Co of Vermont | 50 | $9.34K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 55 | $10.0K | 0.00% | +1+1.9% | Added |
| Zions Bancorporation, National Association | 56 | $10.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 56 | $10.5K | 0.00% | +4+7.7% | Added |
| ORG Partners LLC | 57 | $10.6K | 0.00% | +57 | New |
| Signature Resources Capital Management, LLC | 57 | $10.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 58 | $10.8K | 0.00% | +31+114.8% | Added |
| Addison Advisors LLC | 60 | $11.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 63 | $11.8K | 0.00% | +30+90.9% | Added |
| JFS Wealth Advisors, LLC | 67 | $12.5K | 0.00% | +3+4.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 69 | $12.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 70 | $13.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 71 | $13.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $14.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 88 | $16.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 90 | $16.8K | 0.00% | +9+11.1% | Added |
| SBI Securities Co., Ltd. | 94 | $17.6K | 0.00% | +1+1.1% | Added |
| Prestige Wealth Management Group LLC | 97 | $18.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 99 | $18.5K | 0.00% | +99 | New |
| Bell Investment Advisors, Inc | 104 | $19.4K | 0.00% | −6−5.5% | Reduced |
| Scarborough Advisors, LLC | 109 | $20.4K | 0.00% | +109 | New |
| Montag A & Associates Inc | 118 | $22.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 130 | $24.3K | 0.02% | −3−2.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 130 | $24.4K | 0.01% | +130 | New |
| Rosenberg Matthew Hamilton | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 150 | $28.0K | 0.00% | +150 | New |
| Brown Brothers Harriman & Co | 152 | $28.4K | 0.00% | +53+53.5% | Added |
| Lavaca Capital LLC | 165 | $30.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 180 | $33.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 190 | $35.5K | 0.00% | −7−3.6% | Reduced |
| Sierra Ocean, LLC | 209 | $39.0K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 211 | $39.4K | 0.00% | +211 | New |
| FSA Wealth Management LLC | 224 | $41.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 225 | $42.0K | 0.00% | −65−22.4% | Reduced |
| Cedar Mountain Advisors, LLC | 228 | $42.6K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 480 | $43.0K | 0.00% | +129+36.8% | Added |
| Louisbourg Investments Inc. | 240 | $44.7K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 262 | $48.9K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 264 | $49.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 270 | $50.3K | 0.00% | −673−71.4% | Reduced |
| Trust Co of Toledo NA | 272 | $50.8K | 0.01% | +272 | New |
| DT Investment Partners, LLC | 273 | $50.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 285 | $53.2K | 0.00% | +12+4.4% | Added |