| Dunhill Financial, LLC | 1 | $84 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $137 | 0.00% | +1 | New |
| NVWM, LLC | 2 | $274 | 0.00% | +1+100.0% | Added |
| Creative Financial Designs Inc | 2 | $274 | 0.00% | +2 | New |
| Blume Capital Management, Inc. | 3 | $411 | 0.00% | +3 | New |
| Rosenberg Matthew Hamilton | 3 | $411 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $548 | 0.00% | +4 | New |
| Perkins Coie Trust Co | 5 | $684 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $684 | 0.00% | +5 | New |
| Osterweis Capital Management Inc | 5 | $685 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 5 | $685 | 0.00% | +5 | New |
| SWAN Capital LLC | 5 | $687 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $822 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6 | $822 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $959 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $959 | 0.00% | +7 | New |
| Quarry LP | 8 | $1.10K | 0.00% | −1,010−99.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 8 | $1.11K | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $1.16K | 0.00% | −5−35.7% | Reduced |
| Painted Porch Advisors LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $1.37K | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $1.37K | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 13 | $1.78K | 0.00% | +9+225.0% | Added |
| Nova Wealth Management, Inc. | 13 | $1.78K | 0.00% | +13 | New |
| Hughes Financial Services, LLC | 13 | $1.80K | 0.00% | +13 | New |
| Ogorek Anthony Joseph | 20 | $2.00K | 0.00% | +20 | New |
| Brown, Lisle/Cummings, Inc. | 16 | $2.19K | 0.00% | +16 | New |
| WealthTrak Capital Management LLC | 17 | $2.33K | 0.00% | −5−22.7% | Reduced |
| Winnow Wealth LLC | 18 | $2.33K | 0.00% | +6+50.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $2.46K | 0.00% | −19−51.4% | Reduced |
| Colonial Trust Advisors | 20 | $2.74K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $2.74K | 0.00% | +17+566.7% | Added |
| Sittner & Nelson, LLC | 21 | $2.88K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 22 | $3.01K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $3.15K | 0.00% | +23 | New |
| Millstone Evans Group, LLC | 27 | $3.70K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 30 | $4.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $4.25K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 34 | $4.66K | 0.00% | +32+1,600.0% | Added |
| Ameriflex Group, Inc. | 34 | $4.68K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 35 | $4.79K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 35 | $4.84K | 0.00% | −213−85.9% | Reduced |
| Highline Wealth Partners LLC | 36 | $4.93K | 0.00% | −11−23.4% | Reduced |
| Red Tortoise LLC | 38 | $5.20K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 40 | $5.48K | 0.01% | −60−60.0% | Reduced |
| Penserra Capital Management LLC | 48 | $6.00K | 0.00% | −1,133−95.9% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 50 | $6.28K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 46 | $6.30K | 0.00% | +30+187.5% | Added |
| Beacon Capital Management, LLC | 46 | $6.30K | 0.00% | +46 | New |
| GPS Wealth Strategies Group, LLC | 49 | $6.71K | 0.00% | +49 | New |
| Abound Wealth Management | 50 | $6.83K | 0.00% | −16−24.2% | Reduced |
| Elequin Capital LP | 54 | $7.39K | 0.00% | −298−84.7% | Reduced |
| Transce3nd, LLC | 56 | $7.67K | 0.00% | +35+166.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $7.81K | 0.00% | −10−14.9% | Reduced |
| Raffa Wealth Management, LLC | 57 | $7.81K | 0.00% | +6+11.8% | Added |
| Aspect Partners, LLC | 58 | $7.94K | 0.00% | +8+16.0% | Added |
| Sachetta, LLC | 62 | $8.49K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 62 | $8.58K | 0.00% | +62 | New |
| Plante Moran Financial Advisors, LLC | 64 | $8.76K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 70 | $9.59K | 0.00% | +70 | New |
| Central Trust Co | 74 | $10.1K | 0.00% | +25+51.0% | Added |
| Anchor Investment Management, LLC | 75 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 75 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 75 | $10.3K | 0.00% | +75 | New |
| Whipplewood Advisors, LLC | 134 | $10.5K | 0.01% | +57+74.0% | Added |
| Olistico Wealth, LLC | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 82 | $11.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 82 | $11.2K | 0.00% | −36−30.5% | Reduced |
| Bell Investment Advisors, Inc | 86 | $11.8K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 89 | $12.2K | 0.00% | +89 | New |
| Grove Bank & Trust | 92 | $12.6K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 93 | $12.7K | 0.00% | +93 | New |
| DiNuzzo Private Wealth, Inc. | 94 | $12.9K | 0.00% | −3−3.1% | Reduced |
| UMA Financial Services, Inc. | 97 | $13.3K | 0.00% | +6+6.6% | Added |
| TruNorth Capital Management, LLC | 99 | $13.6K | 0.00% | +99 | New |
| MB, Levis & Associates, LLC | 100 | $13.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $13.7K | 0.00% | +100 | New |
| Harel Insurance Investments & Financial Services Ltd. | 100 | $14.0K | 0.00% | +100 | New |
| TD Capital Management LLC | 104 | $14.2K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 105 | $14.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 112 | $15.3K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 112 | $15.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 113 | $15.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 115 | $15.7K | 0.00% | −156−57.6% | Reduced |
| Hemington Wealth Management | 124 | $16.0K | 0.00% | −17−12.1% | Reduced |
| Bruce G. Allen Investments, LLC | 118 | $16.2K | 0.01% | +66+126.9% | Added |
| Global Financial Private Client, LLC | 120 | $16.4K | 0.01% | +6+5.3% | Added |
| TFC Financial Management | 128 | $17.5K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 132 | $18.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 146 | $20.0K | 0.00% | +35+31.5% | Added |
| McIlrath & Eck, LLC | 154 | $21.1K | 0.00% | −300−66.1% | Reduced |
| Saudi Central Bank | 156 | $21.4K | 0.11% | +156 | New |
| MCF Advisors LLC | 165 | $22.6K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 171 | $23.4K | 0.02% | −80−31.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 175 | $24.0K | 0.01% | +165+1,650.0% | Added |