| Moisand Fitzgerald Tamayo, LLC | 4 | $0 | 0.00% | −59−93.7% | Reduced |
| Bogart Wealth, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 37,471 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 3 | $0 | 0.00% | +1+50.0% | Added |
| Harvest Group Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| Mystic Asset Management, Inc. | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 3 | $352 | 0.00% | – | – |
| Credential Qtrade Securities Inc. | 7 | $823 | 0.00% | +7 | New |
| Aspire Private Capital, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Retirement Planning Co of New England, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Newbridge Financial Services Group, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Sandy Cove Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Exane Derivatives | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $2.00K | 0.00% | +20 | New |
| Core Alternative Capital | 21 | $2.00K | 0.00% | +21 | New |
| Sierra Capital LLC | 13 | $2.00K | 0.00% | +13 | New |
| KB Financial Partners, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Gould Capital, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Cornerstone Management, Inc. | 19 | $2.26K | 0.00% | +19 | New |
| Rise Advisors, LLC | 20 | $2.35K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 26 | $3.00K | 0.00% | +1+4.0% | Added |
| Mach-1 Financial Group, Inc. | 26 | $3.00K | 0.00% | +26 | New |
| Schubert & Co | 29 | $3.00K | 0.00% | +29 | New |
| Antonetti Capital Management LLC | 38 | $4.00K | 0.00% | +8+26.7% | Added |
| Lake Point Wealth Management | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 35 | $4.00K | 0.00% | +35 | New |
| Steward Financial Group LLC | 35 | $4.00K | 0.00% | +35 | New |
| Logan Capital Management Inc | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $5.00K | 0.00% | +39 | New |
| Tilia Fiduciary Partners, Inc. | 42 | $5.00K | 0.00% | +42 | New |
| Financial Perspectives, Inc | 44 | $5.18K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 51 | $6.00K | 0.00% | −17−25.0% | Reduced |
| Rockbridge Investment Management, LCC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $6.00K | 0.00% | +50 | New |
| Ahl Investment Management, Inc. | 52 | $6.00K | 0.01% | +52 | New |
| Stephens Consulting, LLC | 55 | $6.47K | 0.01% | +55 | New |
| Eagle Bay Advisors LLC | 58 | $7.00K | 0.00% | −62−51.7% | Reduced |
| MV Capital Management, Inc. | 56 | $7.00K | 0.00% | −33−37.1% | Reduced |
| Tompkins Financial Corp | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 60 | $7.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $7.41K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 70 | $8.00K | 0.00% | −800−92.0% | Reduced |
| Loomis Sayles & Co L P | 72 | $8.00K | 0.00% | −80−52.6% | Reduced |
| Silvant Capital Management LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 69 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 78 | $9.00K | 0.00% | −2−2.5% | Reduced |
| HighMark Wealth Management LLC | 73 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 75 | $9.00K | 0.01% | +75 | New |
| Cranbrook Wealth Management, LLC | 82 | $10.0K | 0.00% | −95−53.7% | Reduced |
| Tower View Investment Management & Research LLC | 88 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 81 | $10.0K | 0.00% | +16+24.6% | Added |
| Castle Financial & Retirement Planning Associates, Inc. | 75 | $10.0K | 0.03% | +75 | New |
| Dark Forest Capital Management LP | 87 | $10.0K | 0.00% | +87 | New |
| Vigilant Capital Management, LLC | 96 | $11.0K | 0.00% | −52−35.1% | Reduced |
| Vectors Research Management, LLC | 94 | $11.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 95 | $11.0K | 0.00% | +95 | New |
| Future Financial Wealth Managment LLC | 96 | $11.0K | 0.01% | +96 | New |
| Bivin & Associates, Inc. | 90 | $11.0K | 0.01% | +90 | New |
| Clearview Wealth Advisors LLC | 100 | $12.0K | 0.01% | −45−31.0% | Reduced |
| Peoples Financial Services Corp. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 104 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 98 | $12.0K | 0.00% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 102 | $12.0K | 0.01% | +102 | New |
| Versant Capital Management, Inc | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 115 | $14.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 115 | $14.0K | 0.01% | +115 | New |
| PFS Partners, LLC | 127 | $15.0K | 0.01% | +127 | New |
| Gables Capital Management Inc. | 130 | $15.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sage Financial Group Inc | 132 | $16.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 145 | $17.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 152 | $18.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 159 | $19.0K | 0.00% | −184−53.6% | Reduced |
| Rocky Mountain Advisers, LLC | 164 | $19.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $19.0K | 0.01% | +22+15.7% | Added |
| Farmers & Merchants Investments Inc | 171 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 170 | $20.0K | 0.01% | +1+0.6% | Added |
| Hoey Investments, Inc | 166 | $20.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 180 | $21.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 176 | $21.0K | 0.01% | +176 | New |
| Hartford Financial Management Inc. | 184 | $22.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 184 | $22.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 187 | $22.0K | 0.00% | +187 | New |
| Founders Capital Management | 201 | $24.0K | 0.02% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 118 | $25.0K | 0.00% | +118 | New |
| FSC Wealth Advisors, LLC | 216 | $25.0K | 0.02% | +216 | New |
| Harel Insurance Investments & Financial Services Ltd. | 224 | $26.0K | 0.00% | 00.0% | Unchanged |