| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $139 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $277 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $277 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $278 | 0.00% | +2 | New |
| Reston Wealth Management LLC | 3 | $416 | 0.00% | +3 | New |
| Horizon Financial Services, LLC | 4 | $555 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $555 | 0.00% | +4 | New |
| MCF Advisors LLC | 5 | $694 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $702 | 0.00% | +2+66.7% | Added |
| Creekmur Asset Management LLC | 6 | $832 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 6 | $833 | 0.00% | +6 | New |
| True Wealth Design, LLC | 7 | $971 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +1+11.1% | Added |
| Avion Wealth | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Valued Wealth Advisors LLC | 8 | $1.11K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 9 | $1.25K | 0.00% | +5+125.0% | Added |
| Abound Wealth Management | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 11 | $1.52K | 0.00% | +11 | New |
| Harvest Fund Management Co., Ltd | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.08K | 0.00% | +1+7.1% | Added |
| Rothschild Investment LLC | 16 | $2.22K | 0.00% | +2+14.3% | Added |
| Iron Horse Wealth Management, LLC | 17 | $2.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $2.64K | 0.00% | +1+5.6% | Added |
| Granite FO LLC | 23 | $3.19K | 0.00% | +23 | New |
| TD Waterhouse Canada Inc. | 24 | $3.33K | 0.00% | +24 | New |
| City State Bank | 26 | $3.61K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $3.87K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $4.16K | 0.00% | +9+42.9% | Added |
| Coppell Advisory Solutions LLC | 31 | $4.27K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $4.72K | 0.00% | −13−27.7% | Reduced |
| C M Bidwell & Associates Ltd | 35 | $4.86K | 0.00% | +35 | New |
| Legend Financial Advisors, Inc. | 38 | $5.27K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 39 | $5.41K | 0.00% | +39 | New |
| Sachetta, LLC | 42 | $5.83K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 46 | $6.38K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 47 | $6.52K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 48 | $6.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $6.66K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 49 | $6.80K | 0.00% | −48−49.5% | Reduced |
| Montag A & Associates Inc | 49 | $6.80K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $6.94K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $6.94K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 55 | $7.63K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $8.88K | 0.00% | +9+16.4% | Added |
| Bell Investment Advisors, Inc | 65 | $9.02K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 64 | $9.24K | 0.00% | +2+3.2% | Added |
| Glen Eagle Advisors, LLC | 69 | $9.63K | 0.00% | +12+21.1% | Added |
| JFS Wealth Advisors, LLC | 70 | $9.71K | 0.00% | +2+2.9% | Added |
| Hexagon Capital Partners LLC | 71 | $9.85K | 0.00% | +54+317.6% | Added |
| Financial Management Professionals, Inc. | 73 | $10.0K | 0.00% | +5+7.4% | Added |
| Capital Analysts, LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $10.0K | 0.00% | +69+1,725.0% | Added |
| Key Financial Inc | 74 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 76 | $10.5K | 0.00% | +76 | Added |
| CVA Family Office, LLC | 80 | $11.1K | 0.00% | −4−4.8% | Reduced |
| Park Place Capital Corp | 82 | $11.4K | 0.00% | −54−39.7% | Reduced |
| Skopos Labs, Inc. | 85 | $11.8K | 0.00% | +85 | New |
| Harbor Investment Advisory, LLC | 86 | $11.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 87 | $12.1K | 0.00% | −1,137−92.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 87 | $12.1K | 0.00% | +87 | New |
| Johnson Financial Group, Inc. | 87 | $12.1K | 0.00% | +87 | New |
| DT Investment Partners, LLC | 92 | $12.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 95 | $13.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 96 | $13.3K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 97 | $13.5K | 0.00% | +97 | New |
| New England Capital Financial Advisors LLC | 97 | $13.5K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $13.9K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 106 | $14.8K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 116 | $16.1K | 0.00% | +116 | New |
| Oakworth Capital, Inc. | 117 | $16.2K | 0.00% | +117 | New |
| Castleview Partners, LLC | 119 | $16.6K | 0.01% | +36+43.4% | Added |
| NBT Bank N A | 122 | $16.9K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 120 | $17.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $17.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 125 | $17.3K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 125 | $17.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 134 | $18.0K | 0.00% | +134 | New |
| Massmutual Trust Co FSB | 137 | $19.0K | 0.00% | +4+3.0% | Added |
| TD Private Client Wealth LLC | 139 | $19.3K | 0.00% | +55+65.5% | Added |
| EverSource Wealth Advisors, LLC | 142 | $19.8K | 0.00% | +27+23.5% | Added |
| Deseret Mutual Benefit Administrators | 143 | $19.8K | 0.01% | +57+66.3% | Added |
| New Age Alpha Advisors, LLC | 146 | $20.3K | 0.01% | +146 | New |
| Elequin Capital LP | 146 | $20.3K | 0.00% | +146 | New |
| Ashton Thomas Securities, LLC | 148 | $20.5K | 0.00% | +148 | New |
| Painted Porch Advisors LLC | 150 | $20.8K | 0.01% | +150 | New |
| MV Capital Management, Inc. | 151 | $20.9K | 0.00% | +36+31.3% | Added |
| Hanson & Doremus Investment Management | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 154 | $21.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 162 | $22.5K | 0.00% | −16−9.0% | Reduced |
| Semmax Financial Advisors Inc. | 154 | $22.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 170 | $23.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 176 | $24.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 183 | $25.4K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 191 | $26.5K | 0.01% | 00.0% | Unchanged |