| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | New |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 1 | $243 | 0.00% | −174−99.4% | Reduced |
| WestEnd Advisors, LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $487 | 0.00% | −12−85.7% | Reduced |
| Wolff Wiese Magana LLC | 2 | $487 | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2 | $487 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 3 | $731 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $731 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $974 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 7 | $1.70K | 0.00% | +7 | New |
| First Pacific Financial | 7 | $1.71K | 0.00% | +7 | New |
| Versant Capital Management, Inc | 8 | $1.95K | 0.00% | −1−11.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | +5+125.0% | Added |
| FSA Wealth Management LLC | 9 | $2.00K | 0.00% | +9 | New |
| Beacon Capital Management, LLC | 10 | $2.07K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $2.19K | 0.00% | −12,106−99.9% | Reduced |
| Bellevue Asset Management, LLC | 9 | $2.19K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 9 | $2.19K | 0.00% | −2−18.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 9 | $2.19K | 0.00% | +9 | New |
| Frazier Financial Advisors, LLC | 9 | $2.19K | 0.00% | +9 | New |
| 1832 Asset Management L.P. | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 10 | $2.44K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 11 | $2.68K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 11 | $2.68K | 0.00% | +11 | New |
| Quarry LP | 11 | $2.68K | 0.00% | +11 | New |
| Frank, Rimerman Advisors LLC | 11 | $2.68K | 0.00% | +11 | New |
| First Personal Financial Services | 11 | $2.68K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $2.92K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $2.92K | 0.00% | +12 | New |
| Aspect Partners, LLC | 12 | $2.92K | 0.00% | +12 | New |
| Princeton Global Asset Management LLC | 13 | $3.17K | 0.00% | +13 | New |
| Chilton Capital Management LLC | 14 | $3.41K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $3.41K | 0.00% | +14 | New |
| Hollencrest Capital Management | 15 | $3.65K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $3.82K | 0.00% | −97−85.8% | Reduced |
| Jones Financial Companies LLLP | 16 | $3.90K | 0.00% | +16 | New |
| Clear Street Markets LLC | 17 | $4.00K | 0.00% | −7−29.2% | Reduced |
| Avion Wealth | 18 | $4.00K | 0.00% | +18 | New |
| Gradient Investments LLC | 17 | $4.14K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $4.14K | 0.00% | +20 | New |
| Atlas Capital Advisors LLC | 20 | $4.87K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $4.87K | 0.00% | −7−25.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.87K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 21 | $5.00K | 0.00% | +1+5.0% | Added |
| Caldwell Sutter Capital, Inc. | 21 | $5.11K | 0.00% | +9+75.0% | Added |
| EdgeRock Capital LLC | 21 | $5.38K | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 23 | $5.60K | 0.00% | +23 | New |
| Coston, McIsaac & Partners | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $6.09K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $6.09K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 25 | $6.09K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $6.57K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 28 | $6.82K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 28 | $6.82K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 29 | $7.06K | 0.00% | +29 | New |
| Cassady Schiller Wealth Management, LLC | 30 | $7.30K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 30 | $7.30K | 0.00% | +30 | New |
| Toth Financial Advisory Corp | 30 | $7.30K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 33 | $8.04K | 0.00% | −50−60.2% | Reduced |
| Eagle Bay Advisors LLC | 35 | $8.52K | 0.01% | −501−93.5% | Reduced |
| Baystate Wealth Management LLC | 35 | $8.52K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 35 | $8.52K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 35 | $8.52K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $9.01K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 39 | $9.49K | 0.00% | +18+85.7% | Added |
| Bogart Wealth, LLC | 39 | $9.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $9.50K | 0.00% | +2+5.4% | Added |
| Byrne Asset Management LLC | 41 | $10.1K | 0.01% | – | – |
| Abich Financial Wealth Management LLC | 42 | $10.2K | 0.01% | +42 | New |
| Able Wealth Management LLC | 43 | $10.5K | 0.01% | +43 | New |
| Rockbridge Investment Management, LCC | 44 | $10.7K | 0.00% | +44 | New |
| Rise Advisors, LLC | 45 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 45 | $11.0K | 0.01% | +45 | New |
| Abound Wealth Management | 45 | $11.0K | 0.00% | +1+2.3% | Added |
| Creative Capital Management Investments LLC | 48 | $11.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $12.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 50 | $12.2K | 0.01% | +50 | New |
| Adirondack Trust Co | 50 | $12.9K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $13.2K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 59 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 60 | $14.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 61 | $14.9K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 62 | $15.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 62 | $15.2K | 0.00% | −70−53.0% | Reduced |
| Bank of New Hampshire | 65 | $15.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 65 | $15.8K | 0.00% | +55+550.0% | Added |
| Credential Qtrade Securities Inc. | 66 | $16.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 66 | $16.1K | 0.00% | +37+127.6% | Added |
| Bell Investment Advisors, Inc | 67 | $16.3K | 0.00% | +12+21.8% | Added |
| St Germain D J Co Inc | 69 | $16.8K | 0.00% | +69 | New |
| Main Street Group, LTD | 70 | $17.0K | 0.01% | +70 | New |
| TFC Financial Management | 72 | $17.5K | 0.00% | −50−41.0% | Reduced |