| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Bellwether Advisors, LLC | 0 | $3 | 0.00% | 0 | New |
| Tucker Asset Management LLC | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1 | $97 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 4 | $390 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $487 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $487 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $584 | 0.00% | −1−14.3% | Reduced |
| My Personal CFO, LLC | 7 | $695 | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 9 | $876 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $974 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 10 | $974 | 0.00% | +10 | New |
| Level Financial Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Spartan Planning & Wealth Management | 11 | $1.07K | 0.00% | +11 | New |
| True Wealth Design, LLC | 11 | $1.07K | 0.00% | +11 | New |
| Sofos Investments, Inc. | 97 | $1.10K | 0.01% | −231−70.4% | Reduced |
| GoalVest Advisory LLC | 12 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $1.27K | 0.00% | −7−35.0% | Reduced |
| Arcadia Investment Advisors LLC | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 20 | $1.95K | 0.00% | +20 | New |
| James Investment Research Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $2.14K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 22 | $2.14K | 0.00% | +22 | New |
| MRP Capital Investments, LLC | 25 | $2.43K | 0.00% | +25 | New |
| SRS Capital Advisors, Inc. | 26 | $2.53K | 0.00% | −1−3.7% | Reduced |
| Richard W. Paul & Associates, LLC | 26 | $2.53K | 0.00% | +26 | New |
| NewSquare Capital LLC | 27 | $2.63K | 0.00% | −5−15.6% | Reduced |
| DT Investment Partners, LLC | 28 | $2.73K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 148,238 | $3.00K | 0.00% | +1,600+1.1% | Added |
| Princeton Global Asset Management LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $3.02K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 32 | $3.12K | 0.00% | +1+3.2% | Added |
| Albion Financial Group | 35 | $3.41K | 0.00% | −129−78.7% | Reduced |
| Fiduciary Alliance LLC | 36 | $3.51K | 0.00% | +36 | New |
| Cornerstone Planning Group LLC | 37 | $3.93K | 0.00% | +37 | New |
| Winch Advisory Services, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 45 | $4.00K | 0.00% | +45 | New |
| Sanctuary Wealth Management, L.L.C. | 50 | $4.84K | 0.01% | +50 | New |
| PayPay Securities Corp | 51 | $4.97K | 0.33% | +51 | New |
| Coston, McIsaac & Partners | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $5.00K | 0.01% | +50 | New |
| Piscataqua Savings Bank | 53 | $5.16K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 57 | $5.55K | 0.00% | +57 | New |
| Thomas J. Herzfeld Advisors, Inc. | 58 | $5.65K | 0.00% | +12+26.1% | Added |
| SOA Wealth Advisors, LLC. | 58 | $5.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $5.75K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 61 | $5.94K | 0.00% | −276−81.9% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $6.00K | 0.05% | −70−53.8% | Reduced |
| Sierra Capital LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 57 | $6.00K | 0.00% | +57 | New |
| MCF Advisors LLC | 68 | $6.62K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 69 | $6.72K | 0.00% | −681−90.8% | Reduced |
| PrairieView Partners, LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 72 | $7.00K | 0.01% | +72 | New |
| SJS Investment Consulting Inc. | 73 | $7.11K | 0.00% | −180−71.1% | Reduced |
| West Branch Capital LLC | 75 | $7.30K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 75 | $7.30K | 0.01% | +75 | New |
| Global Financial Private Client, LLC | 78 | $7.60K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 81 | $7.89K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 92 | $8.00K | 0.00% | +92 | New |
| Baldwin Brothers Inc | 89 | $8.67K | 0.00% | +31+53.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 91 | $8.86K | 0.01% | −7−7.1% | Reduced |
| ClariVest Asset Management LLC | 93 | $9.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 91 | $9.00K | 0.01% | +91 | New |
| Exos TFP Holdings LLC | 96 | $9.35K | 0.00% | +96 | New |
| Armstrong Advisory Group, Inc | 96 | $9.35K | 0.00% | +96 | New |
| Old Second National Bank of Aurora | 98 | $9.54K | 0.00% | −10−9.3% | Reduced |
| Hillsdale Investment Management Inc. | 100 | $9.74K | 0.00% | −5,879−98.3% | Reduced |
| Cribstone Capital Management, LLC | 100 | $9.74K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $9.74K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 103 | $10.0K | 0.00% | +5+5.1% | Added |
| QVR LLC | 109 | $10.6K | 0.02% | −3,065−96.6% | Reduced |
| Avion Wealth | 144 | $11.0K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 113 | $11.0K | 1.03% | +113 | New |
| Fairfield Financial Advisors, LTD | 116 | $11.3K | 0.01% | −300−72.1% | Reduced |
| Macroview Investment Management LLC | 119 | $11.6K | 0.02% | +119 | New |
| Lowe Wealth Advisors, LLC | 120 | $11.7K | 0.01% | −55−31.4% | Reduced |
| First Personal Financial Services | 126 | $12.3K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 98 | $12.4K | 0.00% | +98 | New |
| Trifecta Capital Advisors, LLC | 127 | $12.4K | 0.00% | +127 | New |
| Bray Capital Advisors | 129 | $12.6K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 130 | $13.0K | 0.00% | −19−12.8% | Reduced |
| Cohen & Steers, Inc. | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 142 | $14.0K | 0.00% | −354−71.4% | Reduced |
| Column Capital Advisors, LLC | 146 | $14.2K | 0.00% | −150−50.7% | Reduced |
| Piershale Financial Group, Inc. | 150 | $14.6K | 0.01% | +150 | New |
| CarsonAllaria Wealth Management, Ltd. | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 157 | $15.3K | 0.01% | −56−26.3% | Reduced |
| Financial Avengers, Inc. | 158 | $15.4K | 0.01% | +1+0.6% | Added |
| RFP Financial Group LLC | 170 | $16.6K | 0.01% | +170 | New |
| TSFG, LLC | 178 | $17.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 175 | $17.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 176 | $17.1K | 0.02% | +26+17.3% | Added |
| Fortis Capital Advisors, LLC | 178 | $17.3K | 0.01% | +178 | New |
| Gleason Group, Inc. | 179 | $17.4K | 0.01% | +1+0.6% | Added |
| Parallax Volatility Advisers, L.P. | 179 | $17.4K | 0.00% | −29,827−99.4% | Reduced |
