| Raleigh Capital Management Inc. | 0 | $31 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $84 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $85 | 0.00% | −6−85.7% | Reduced |
| TFC Financial Management | 1 | $85 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $85 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $85 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $170 | 0.00% | −1−33.3% | Reduced |
| Seneschal Advisors, LLC | 2 | $170 | 0.00% | −1−33.3% | Reduced |
| HHM Wealth Advisors, LLC | 2 | $170 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $254 | 0.00% | +3 | New |
| Twin Peaks Wealth Advisors, LLC | 3 | $254 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $339 | 0.00% | −3−42.9% | Reduced |
| Frazier Financial Advisors, LLC | 6 | $509 | 0.00% | +6 | New |
| Cornerstone Financial Management LLC | 6 | $509 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 7 | $594 | 0.00% | +3+75.0% | Added |
| Duff & Phelps Investment Management Co | 7 | $594 | 0.00% | +7 | New |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $679 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $763 | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 10 | $848 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $876 | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 12 | $1.01K | 0.00% | +12 | Added |
| Bay Harbor Wealth Management, LLC | 13 | $1.10K | 0.00% | +2+18.2% | Added |
| Adirondack Trust Co | 16 | $1.36K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 16 | $1.36K | 0.00% | +16 | New |
| ZRC Wealth Management, LLC | 17 | $1.44K | 0.00% | −169−90.9% | Reduced |
| Creative Financial Designs Inc | 17 | $1.44K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $1.44K | 0.00% | +17 | New |
| WPG Advisers, LLC | 18 | $1.53K | 0.00% | −26−59.1% | Reduced |
| Signature Equity Partners, LLC | 20 | $1.70K | 0.00% | −74−78.7% | Reduced |
| Private Wealth Management Group, LLC | 20 | $1.70K | 0.00% | +20 | New |
| Dunhill Financial, LLC | 20 | $1.76K | 0.00% | +16+400.0% | Added |
| Hager Investment Management Services, LLC | 21 | $1.78K | 0.00% | −24−53.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 26 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 27 | $2.29K | 0.00% | +7+35.0% | Added |
| Intentional Wealth Strategies, LLC | 27 | $2.29K | 0.00% | +27 | New |
| First Horizon Corp | 28 | $2.38K | 0.00% | −334−92.3% | Reduced |
| Atwood & Palmer Inc | 28 | $2.38K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 28 | $2.38K | 0.00% | +12+75.0% | Added |
| Torren Management, LLC | 30 | $2.54K | 0.00% | −720−96.0% | Reduced |
| Key Capital Management, INC | 31 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $2.63K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 32 | $2.71K | 0.00% | −36−52.9% | Reduced |
| Ancora Advisors, LLC | 33 | $2.80K | 0.00% | +33 | New |
| Assetmark, Inc | 34 | $2.88K | 0.00% | −1,360−97.6% | Reduced |
| Kilter Group LLC | 37 | $3.14K | 0.00% | +37 | New |
| Cornerstone Planning Group LLC | 38 | $3.17K | 0.00% | −32−45.7% | Reduced |
| Zions Bancorporation, National Association | 39 | $3.31K | 0.00% | +33+550.0% | Added |
| Armstrong Advisory Group, Inc | 42 | $3.56K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $4.24K | 0.00% | −65−56.5% | Reduced |
| Legacy Wealth Managment, LLC | 50 | $4.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.24K | 0.00% | +15+42.9% | Added |
| Sachetta, LLC | 50 | $4.24K | 0.00% | +37+284.6% | Added |
| Transce3nd, LLC | 51 | $4.33K | 0.04% | −42−45.2% | Reduced |
| Wolff Wiese Magana LLC | 51 | $4.33K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 51 | $4.33K | 0.00% | +51 | New |
| Wealth Preservation Advisors, LLC | 51 | $4.33K | 0.00% | +51 | New |
| CNB Bank | 52 | $4.41K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 53 | $4.50K | 0.00% | −6−10.2% | Reduced |
| High Note Wealth, LLC | 53 | $4.50K | 0.00% | −2−3.6% | Reduced |
| Bayban | 54 | $4.58K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 54 | $5.00K | 0.00% | +54 | New |
| Pinnacle Wealth Planning Services, Inc. | 63 | $5.34K | 0.00% | −1,436−95.8% | Reduced |
| Private Wealth Asset Management, LLC | 64 | $5.43K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 64 | $5.43K | 0.00% | +64 | New |
| Whittier Trust Co of Nevada Inc | 64 | $5.44K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 65 | $5.51K | 0.00% | +45+225.0% | Added |
| Triumph Capital Management | 67 | $5.68K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 69 | $5.85K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 72 | $6.11K | 0.00% | +72 | New |
| Fortitude Family Office, LLC | 74 | $6.28K | 0.00% | +15+25.4% | Added |
| Toth Financial Advisory Corp | 75 | $6.36K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 78 | $6.68K | 0.00% | +33+73.3% | Added |
| JFS Wealth Advisors, LLC | 86 | $7.29K | 0.00% | −100−53.8% | Reduced |
| Prestige Wealth Management Group LLC | 91 | $7.72K | 0.00% | −3,602−97.5% | Reduced |
| Sound Income Strategies, LLC | 100 | $8.57K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 111 | $9.41K | 0.01% | +43+63.2% | Added |
| Owl Creek Wealth Partners LLC | 113 | $9.59K | 0.00% | +113 | New |
| Farmers & Merchants Investments Inc | 117 | $9.92K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 124 | $10.5K | 0.00% | +30+31.9% | Added |
| Maseco LLP | 124 | $10.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 125 | $10.6K | 0.00% | +2+1.6% | Added |
| Essential Partners LLC | 134 | $11.4K | 0.00% | +99+282.9% | Added |
| Trust Co of Toledo NA | 145 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 147 | $12.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 147 | $12.5K | 0.00% | +137+1,370.0% | Added |
| Hanson & Doremus Investment Management | 149 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 158 | $13.0K | 0.00% | +14+9.7% | Added |
| McIlrath & Eck, LLC | 159 | $13.4K | 0.00% | +1+0.6% | Added |
| Godsey & Gibb Associates | 170 | $14.4K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 200 | $17.0K | 0.01% | −3,007−93.8% | Reduced |
| Atlantic Union Bankshares Corp | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 205 | $17.4K | 0.00% | +113+122.8% | Added |
| True Wealth Design, LLC | 216 | $18.3K | 0.01% | +186+620.0% | Added |
| Basecamp Wealth Advisors LLC | 252 | $21.4K | 0.00% | +140+125.0% | Added |
| Smithfield Trust Co | 260 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 265 | $22.5K | 0.00% | +24+10.0% | Added |
| Vega Investment Solutions | 276 | $23.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 280 | $23.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 310 | $26.0K | 0.00% | −5−1.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 330 | $28.0K | 0.02% | 00.0% | Unchanged |