| Rise Advisors, LLC | 0 | $38 | 0.00% | −106−100.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $168 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 4 | $336 | 0.00% | +4 | New |
| TCTC Holdings, LLC | 6 | $504 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $531 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $588 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7 | $588 | 0.00% | +7 | New |
| Longfellow Investment Management Co LLC | 10 | $840 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $840 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 10 | $840 | 0.00% | +10 | New |
| Centerpoint Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $1.00K | 0.00% | +10 | New |
| Caldwell Sutter Capital, Inc. | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 15 | $1.26K | 0.00% | +15 | New |
| Macroview Investment Management LLC | 15 | $1.26K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 16 | $1.34K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 19 | $1.60K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.68K | 0.00% | +20 | New |
| Kelly Financial Services LLC | 21 | $1.76K | 0.00% | +21 | New |
| TSFG, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 24 | $2.02K | 0.00% | −4,530−99.5% | Reduced |
| North Star Investment Management Corp. | 24 | $2.02K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $2.69K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 32 | $2.69K | 0.00% | +32 | New |
| Blue Bell Private Wealth Management, LLC | 34 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 39 | $3.28K | 0.00% | +4+11.4% | Added |
| Baystate Wealth Management LLC | 42 | $3.54K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 44 | $3.70K | 0.00% | −15−25.4% | Reduced |
| SJS Investment Consulting Inc. | 45 | $3.78K | 0.00% | +4+9.8% | Added |
| Pacific Center for Financial Services | 46 | $3.86K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 46 | $3.86K | 0.00% | +46 | New |
| USA Financial Portformulas Corp | 47 | $3.95K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 48 | $4.03K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 51 | $4.27K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 53 | $4.45K | 0.00% | −16−23.2% | Reduced |
| Toth Financial Advisory Corp | 53 | $4.45K | 0.00% | +53 | New |
| LGT Financial Advisors LLC | 55 | $4.62K | 0.01% | +55 | New |
| Salomon & Ludwin, LLC | 56 | $4.70K | 0.00% | +56 | New |
| SRS Capital Advisors, Inc. | 58 | $4.87K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 64 | $5.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $5.54K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 67 | $5.63K | 0.00% | +67 | New |
| Your Advocates Ltd., LLP | 75 | $6.30K | 0.00% | −825−91.7% | Reduced |
| Headlands Technologies LLC | 81 | $6.80K | 0.00% | +81 | New |
| VitalStone Financial, LLC | 80 | $7.00K | 0.01% | 00.0% | Unchanged |
| Tobam | 83 | $7.00K | 0.00% | +83 | New |
| Cherry Tree Wealth Management, LLC | 86 | $7.22K | 0.00% | −6−6.5% | Reduced |
| Rosenberg Matthew Hamilton | 95 | $7.98K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 100 | $8.40K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $8.40K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $8.40K | 0.00% | +100 | New |
| Oakworth Capital, Inc. | 102 | $8.57K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 102 | $8.57K | 0.00% | +102 | New |
| Laurel Wealth Advisors LLC | 116 | $9.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $10.1K | 0.00% | +6+5.3% | Added |
| Earnest Partners LLC | 122 | $10.2K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 122 | $10.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 139 | $11.7K | 0.00% | −170−55.0% | Reduced |
| Salem Investment Counselors Inc | 140 | $11.8K | 0.00% | +90+180.0% | Added |
| Essex Investment Management Co LLC | 146 | $12.3K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 150 | $12.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 157 | $13.2K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 160 | $13.4K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 160 | $13.4K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 164 | $13.8K | 0.01% | +164 | New |
| JFS Wealth Advisors, LLC | 166 | $13.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 170 | $14.3K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 175 | $14.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 177 | $14.9K | 0.00% | −54−23.4% | Reduced |
| New England Capital Financial Advisors LLC | 187 | $15.7K | 0.01% | +1+0.5% | Added |
| Venturi Wealth Management, LLC | 188 | $15.8K | 0.00% | +67+55.4% | Added |
| Concord Wealth Partners | 191 | $16.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 195 | $16.4K | 0.00% | −3−1.5% | Reduced |
| Stonebridge Capital Advisors LLC | 202 | $17.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 201 | $17.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 210 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 212 | $17.8K | 0.00% | −30−12.4% | Reduced |
| Capital Advisors, Ltd. LLC | 215 | $18.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 228 | $19.1K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 254 | $21.3K | 0.01% | +240+1,714.3% | Added |
| Ancora Advisors, LLC | 274 | $23.0K | 0.00% | +16+6.2% | Added |
| Stephenson National Bank & Trust | 275 | $23.1K | 0.01% | −196−41.6% | Reduced |
| Castleview Partners, LLC | 284 | $23.9K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 280 | $24.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 286 | $24.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 294 | $24.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 300 | $25.3K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 308 | $25.9K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 317 | $26.6K | 0.02% | +317 | New |
| West Paces Advisors Inc. | 338 | $28.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 363 | $30.6K | 0.01% | +6+1.7% | Added |
| RFP Financial Group LLC | 372 | $31.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 378 | $31.7K | 0.02% | +378 | New |
| Cambridge Trust Co | 400 | $33.6K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 400 | $33.6K | 0.01% | 00.0% | Unchanged |