| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 1 | $184 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $187 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $367 | 0.00% | −175−98.9% | Reduced |
| Sound Income Strategies, LLC | 2 | $367 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $510 | 0.00% | +1+50.0% | Added |
| Osbon Capital Management LLC | 3 | $549 | 0.00% | +3 | New |
| Wall Street Financial Group, Inc. | 3 | $549 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $549 | 0.00% | +3 | New |
| Central Trust Co | 3 | $550 | 0.00% | −1−25.0% | Reduced |
| Graney & King, LLC | 4 | $732 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $733 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $916 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $916 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 6 | $1.10K | 0.00% | +6 | New |
| LRI Investments, LLC | 7 | $1.28K | 0.00% | −2−22.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 7 | $1.28K | 0.00% | +1+16.7% | Added |
| SHP Wealth Management | 7 | $1.28K | 0.00% | +7 | Added |
| UMA Financial Services, Inc. | 7 | $1.28K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 7 | $1.28K | 0.00% | +7 | New |
| Rossby Financial, LCC | 7 | $1.28K | 0.00% | +7 | New |
| Fortitude Family Office, LLC | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 8 | $1.46K | 0.00% | +2+33.3% | Added |
| Raleigh Capital Management Inc. | 8 | $1.46K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 8 | $1.47K | 0.00% | +8 | New |
| Financial Network Wealth Advisors LLC | 9 | $1.65K | 0.00% | −1−10.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.83K | 0.00% | +1+11.1% | Added |
| Gordian Capital Singapore Pte Ltd | 10 | $1.83K | 0.00% | +10 | New |
| Birchbrook, Inc. | 10 | $1.83K | 0.00% | +10 | New |
| Close Asset Management Ltd | 10 | $2.00K | 0.00% | +10 | New |
| Elequin Capital LP | 11 | $2.01K | 0.00% | −26−70.3% | Reduced |
| Torren Management, LLC | 12 | $2.20K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 12 | $2.20K | 0.00% | +12 | New |
| Roxbury Financial LLC | 12 | $2.20K | 0.00% | +12 | New |
| TIAA Wealth Investment Management LLC | 12 | $2.20K | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 14 | $2.56K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $2.75K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 15 | $2.75K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15 | $2.75K | 0.00% | +15 | New |
| Hurley Capital, LLC | 17 | $3.11K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $3.29K | 0.00% | +2+12.5% | Added |
| Trifecta Capital Advisors, LLC | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 20 | $3.66K | 0.00% | +2+11.1% | Added |
| Bay Harbor Wealth Management, LLC | 20 | $3.66K | 0.00% | +20 | New |
| Caitlin John, LLC | 20 | $3.66K | 0.00% | +20 | New |
| Bare Financial Services, Inc | 22 | $4.03K | 0.00% | −9−29.0% | Reduced |
| Asset Planning,Inc | 22 | $4.03K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 23 | $4.21K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 23 | $4.21K | 0.00% | +23 | New |
| Noble Wealth Management PBC | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 25 | $4.58K | 0.00% | +25 | New |
| TFC Financial Management | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $4.94K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 27 | $4.94K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 27 | $4.94K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $5.49K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 30 | $5.49K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $5.49K | 0.00% | +25+500.0% | Added |
| Kennebec Savings Bank | 31 | $5.67K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 32 | $5.86K | 0.00% | +32 | New |
| Rosenberg Matthew Hamilton | 33 | $6.04K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 33 | $6.04K | 0.01% | +25+312.5% | Added |
| Northwestern Mutual Wealth Management Co | 34 | $6.22K | 0.00% | +20+142.9% | Added |
| Zions Bancorporation, National Association | 34 | $6.22K | 0.00% | +3+9.7% | Added |
| Acumen Wealth Advisors, LLC | 35 | $6.41K | 0.00% | +13+59.1% | Added |
| Contravisory Investment Management, Inc. | 37 | $6.77K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 40 | $7.32K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 40 | $7.89K | 0.00% | +20+100.0% | Added |
| Toronto Dominion Bank | 45 | $8.22K | 0.00% | +38+542.9% | Added |
| Armstrong Advisory Group, Inc | 47 | $8.60K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $9.15K | 0.00% | +50 | New |
| HM Payson & Co | 50 | $9.15K | 0.00% | +50 | New |
| Mather Group, LLC. | 52 | $9.52K | 0.00% | +52 | New |
| BankPlus Trust Department | 66 | $12.1K | 0.00% | +66 | New |
| Blume Capital Management, Inc. | 70 | $12.8K | 0.00% | +70 | New |
| Pinnacle Wealth Planning Services, Inc. | 71 | $13.0K | 0.00% | −55−43.7% | Reduced |
| Tidemark, LLC | 75 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 75 | $13.7K | 0.02% | +75 | New |
| Whittier Trust Co | 76 | $14.4K | 0.00% | +76 | New |
| Public Employees Retirement System of Ohio | 79 | $14.5K | 0.00% | −10−11.2% | Reduced |
| Ameliora Wealth Management Ltd. | 60 | $14.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $15.4K | 0.00% | +4+5.0% | Added |
| AdvisorNet Financial, Inc | 85 | $15.6K | 0.00% | +7+9.0% | Added |
| Forum Finance Group S.A. | 110 | $16.0K | 0.01% | +110 | New |
| RMG Wealth Management LLC | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $18.0K | 0.00% | +100 | New |
| Steigerwald, Gordon & Koch Inc. | 100 | $18.3K | 0.00% | −15−13.0% | Reduced |
| Barrett & Company, Inc. | 100 | $18.3K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 100 | $18.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 103 | $18.9K | 0.00% | +2+2.0% | Added |
| SRS Capital Advisors, Inc. | 104 | $19.0K | 0.00% | −153−59.5% | Reduced |
| Kerr Financial Planning Corp | 101 | $19.1K | 0.02% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 106 | $19.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 106 | $19.4K | 0.00% | +104+5,200.0% | Added |
| Smartleaf Asset Management LLC | 115 | $20.4K | 0.00% | −216−65.3% | Reduced |
| Private Wealth Asset Management, LLC | 112 | $20.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 114 | $20.9K | 0.00% | +50+78.1% | Added |