| Dogwood Wealth Management LLC | 0 | $44 | 0.00% | 0 | New |
| NewSquare Capital LLC | 1 | $147 | 0.00% | −41−97.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2 | $295 | 0.00% | −3,486−99.9% | Reduced |
| Cedar Mountain Advisors, LLC | 5 | $737 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $884 | 0.00% | −3−33.3% | Reduced |
| Financial Connections Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 9 | $1.33K | 0.00% | −21−70.0% | Reduced |
| WestEnd Advisors, LLC | 9 | $1.33K | 0.00% | −1−10.0% | Reduced |
| Hallmark Capital Management Inc | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 10 | $1.47K | 0.00% | +10 | New |
| Cherry Tree Wealth Management, LLC | 13 | $1.92K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 19 | $2.00K | 0.00% | +8+72.7% | Added |
| Salomon & Ludwin, LLC | 21 | $2.16K | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $2.21K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 15 | $2.21K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 15 | $2.57K | 0.00% | +15 | New |
| Sanctuary Wealth Management, L.L.C. | 18 | $2.65K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 21 | $3.10K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 21 | $3.10K | 0.00% | +21 | New |
| Mendota Financial Group, LLC | 24 | $3.54K | 0.00% | +24 | New |
| Barrett & Company, Inc. | 25 | $3.69K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 25 | $3.69K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 25 | $3.69K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 28 | $4.13K | 0.00% | +28 | New |
| Team Financial Group, LLC | 29 | $4.28K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 30 | $4.42K | 0.00% | +30 | New |
| WFA Asset Management Corp | 30 | $4.42K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 31 | $4.57K | 0.00% | +5+19.2% | Added |
| Laffer Tengler Investments | 32 | $4.72K | 0.00% | +32 | New |
| Wiser Advisor Group LLC | 33 | $4.87K | 0.01% | +33 | New |
| Resources Management Corp | 36 | $5.00K | 0.00% | −22−37.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 37 | $5.45K | 0.01% | +37 | New |
| Atlas Capital Advisors LLC | 38 | $5.60K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 39 | $5.75K | 0.00% | +39 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 40 | $5.90K | 0.01% | +40 | New |
| First Command Advisory Services, Inc. | 41 | $6.04K | 0.00% | +15+57.7% | Added |
| Ibex Wealth Advisors | 45 | $6.56K | 1.43% | −24,154−99.8% | Reduced |
| Security National Bank | 45 | $6.63K | 0.00% | +45 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 49 | $7.22K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 50 | $7.37K | 0.00% | +50 | New |
| Clean Yield Group | 52 | $7.67K | 0.00% | −15−22.4% | Reduced |
| Perkins Coie Trust Co | 52 | $7.67K | 0.00% | −3−5.5% | Reduced |
| Main Street Group, LTD | 52 | $7.67K | 0.00% | +52 | New |
| Planning Capital Management Corp | 53 | $7.81K | 0.01% | +53 | New |
| Bear Mountain Capital, Inc. | 50 | $7.94K | 0.00% | +50 | New |
| Blume Capital Management, Inc. | 56 | $8.26K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 58 | $8.57K | 0.00% | −50−46.3% | Reduced |
| Davidson Capital Management Inc. | 59 | $8.70K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 65 | $9.58K | 0.00% | +65 | New |
| Macroview Investment Management LLC | 66 | $9.73K | 0.01% | −85−56.3% | Reduced |
| Creative Capital Management Investments LLC | 69 | $10.2K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 69 | $10.2K | 0.01% | +69 | New |
| Tradewinds Capital Management, LLC | 69 | $10.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 99 | $10.2K | 0.01% | +99 | New |
| Sofos Investments, Inc. | 77 | $11.4K | 0.00% | +61+381.3% | Added |
| Centennial Bank | 78 | $11.5K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 80 | $11.8K | 0.00% | −220−73.3% | Reduced |
| Highline Wealth Partners LLC | 82 | $12.1K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 86 | $12.7K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 91 | $13.0K | 0.00% | +91 | New |
| JDM Financial Group LLC | 89 | $13.1K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 90 | $13.3K | 0.01% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 90 | $13.3K | 0.01% | +90 | New |
| Bruce G. Allen Investments, LLC | 91 | $13.4K | 0.01% | +91 | New |
| PFS Partners, LLC | 93 | $13.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 97 | $14.3K | 0.01% | +1+1.0% | Added |
| C M Bidwell & Associates Ltd | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $14.7K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $14.7K | 0.01% | +100 | New |
| Caitlin John, LLC | 100 | $14.7K | 0.01% | +100 | New |
| Transcendent Capital Group LLC | 100 | $14.7K | 0.01% | +100 | New |
| Cetera Trust Company, N.A | 104 | $15.3K | 0.01% | +104 | New |
| American State Bank (Iowa) | 107 | $15.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 117 | $17.0K | 0.00% | +12+11.4% | Added |
| Aspire Private Capital, LLC | 119 | $17.5K | 0.01% | +12+11.2% | Added |
| Brown, Lisle/Cummings, Inc. | 120 | $17.7K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 124 | $18.3K | 0.00% | +24+24.0% | Added |
| First Community Trust NA | 125 | $18.4K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 128 | $18.9K | 0.00% | +128 | New |
| Clear Street Markets LLC | 130 | $19.0K | 0.01% | −51−28.2% | Reduced |
| Frazier Financial Advisors, LLC | 129 | $19.0K | 0.02% | +129 | New |
| Live Oak Investment Partners | – | $19.9K | 0.02% | – | – |
| Stephens Investment Management Group LLC | 136 | $20.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 141 | $20.8K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 143 | $21.1K | 0.00% | +143 | New |
| Beacon Capital Management, Inc. | 147 | $21.7K | 0.00% | +147 | New |
| Red Tortoise LLC | 149 | $22.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 150 | $22.1K | 0.01% | +150 | New |
| Clear Point Advisors Inc. | 150 | $22.1K | 0.02% | +150 | New |
| Kozak & Associates, Inc. | 140 | $22.2K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 154 | $22.7K | 0.05% | +154 | New |
| LGT Financial Advisors LLC | 155 | $22.8K | 0.03% | −25−13.9% | Reduced |