| TD Capital Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Aspect Partners, LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| Mather Group, LLC. | 1 | $39 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 6 | $245 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $286 | 0.00% | −3−30.0% | Reduced |
| Hartford Financial Management Inc. | 8 | $327 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9 | $367 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 9 | $367 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 13 | $531 | 0.00% | +13 | New |
| Godfrey Financial Associates, Inc. | 14 | $571 | 0.00% | −73−83.9% | Reduced |
| City Holding Co | 15 | $611 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 18 | $735 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 20 | $816 | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 20 | $816 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 21 | $857 | 0.00% | +21 | New |
| CKW Financial Group | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 30 | $1.00K | 0.00% | +30 | New |
| Truvestments Capital LLC | 29 | $1.18K | 0.00% | +29 | New |
| Hughes Financial Services, LLC | 31 | $1.26K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 38 | $1.55K | 0.00% | +19+100.0% | Added |
| WPG Advisers, LLC | 40 | $1.63K | 0.00% | −223−84.8% | Reduced |
| BFSG, LLC | 40 | $1.63K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 50 | $2.04K | 0.00% | +50 | New |
| Quaker Wealth Management, LLC | 53 | $2.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 56 | $2.28K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 60 | $2.45K | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 62,400 | $2.54K | 0.00% | −11,300−15.3% | Reduced |
| Princeton Global Asset Management LLC | 65 | $2.65K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 65 | $2.65K | 0.00% | +32+97.0% | Added |
| Wilkerson Advisory Group LLC | 68 | $2.77K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 71 | $2.90K | 0.00% | +39+121.9% | Added |
| Mountain Hill Investment Partners Corp. | 74 | $3.01K | 0.00% | +1+1.4% | Added |
| Intentional Wealth Strategies, LLC | 75 | $3.06K | 0.00% | +75 | New |
| Raffa Wealth Management, LLC | 80 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $3.30K | 0.00% | −57−41.3% | Reduced |
| Legacy Wealth Managment, LLC | 87 | $3.55K | 0.00% | +87 | New |
| TD Private Client Wealth LLC | 97 | $3.95K | 0.00% | +28+40.6% | Added |
| Ancora Advisors, LLC | 97 | $3.96K | 0.00% | +11+12.8% | Added |
| Penserra Capital Management LLC | 102 | $4.00K | 0.00% | −2,418−96.0% | Reduced |
| Thompson Investment Management, Inc. | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 100 | $4.08K | 0.00% | +100 | New |
| Hager Investment Management Services, LLC | 105 | $4.28K | 0.00% | +105 | New |
| Crewe Advisors LLC | 116 | $4.73K | 0.00% | −56−32.6% | Reduced |
| Stance Capital LLC | 123 | $5.02K | 0.00% | +123 | New |
| Raleigh Capital Management Inc. | 126 | $5.14K | 0.00% | +126 | New |
| Parkside Financial Bank & Trust | 134 | $5.47K | 0.00% | +22+19.6% | Added |
| Adirondack Trust Co | 135 | $5.51K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 142 | $5.79K | 0.00% | +142 | New |
| Whipplewood Advisors, LLC | 143 | $5.83K | 0.00% | +143 | New |
| North Star Investment Management Corp. | 146 | $5.96K | 0.00% | +11+8.1% | Added |
| TSFG, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $6.12K | 0.00% | +150 | New |
| BankPlus Trust Department | 158 | $6.45K | 0.00% | +158 | New |
| Highline Wealth Partners LLC | 160 | $6.53K | 0.00% | −11−6.4% | Reduced |
| Toth Financial Advisory Corp | 160 | $6.53K | 0.00% | +80+100.0% | Added |
| Leo H. Evart, Inc. | 177 | $7.22K | 0.01% | +177 | New |
| CVA Family Office, LLC | 200 | $8.16K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $8.16K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $8.16K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $8.16K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 202 | $8.24K | 0.01% | +202 | New |
| Advocate Investing Services LLC | 204 | $8.32K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 207 | $8.43K | 0.00% | +124+149.4% | Added |
| Bare Financial Services, Inc | 211 | $8.61K | 0.00% | +56+36.1% | Added |
| Financial Freedom, LLC | 212 | $8.66K | 0.00% | +2+1.0% | Added |
| Bank of Jackson Hole Trust | 215 | $8.77K | 0.00% | +215 | New |
| Rachor Investment Advisory Services, LLC | 217 | $8.84K | 0.00% | +217 | New |
| Boreal Capital Management LLC | 218 | $8.88K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 237 | $9.18K | 0.00% | +12+5.3% | Added |
| J.Safra Asset Management Corp | 234 | $9.54K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 235 | $9.57K | 0.00% | +2+0.9% | Added |
| Cedar Mountain Advisors, LLC | 250 | $10.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 254 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 272 | $11.1K | 0.01% | 00.0% | Unchanged |
| Networth Advisors, LLC | 280 | $11.4K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 280 | $11.4K | 0.00% | +280 | New |
| Root Financial Partners, LLC | 281 | $11.5K | 0.00% | −141−33.4% | Reduced |
| Alternative Investment Advisors, LLC. | 296 | $12.1K | 0.01% | +296 | New |
| REAP Financial Group, LLC | 300 | $12.2K | 0.00% | −5−1.6% | Reduced |
| Cypress Capital Management LLC (WY) | 300 | $12.2K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 300 | $12.2K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 302 | $12.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 306 | $12.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 318 | $13.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 331 | $13.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 333 | $13.6K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 339 | $13.8K | 0.00% | −9,771−96.6% | Reduced |
| Entrust Financial LLC | 342 | $14.0K | 0.01% | −27−7.3% | Reduced |
| McGuire Capital Advisors Inc | 348 | $14.2K | 0.01% | −5−1.4% | Reduced |
| Financial Life Planners | 363 | $14.8K | 0.01% | +363 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 345 | $15.0K | 0.00% | +345 | New |
| Scarborough Advisors, LLC | 375 | $15.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $16.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 424 | $17.3K | 0.00% | +9+2.2% | Added |
| True Wealth Design, LLC | 447 | $18.2K | 0.01% | +8+1.8% | Added |
| Capital Analysts, LLC | 456 | $19.0K | 0.00% | −44−8.8% | Reduced |
| Acumen Wealth Advisors, LLC | 485 | $19.8K | 0.01% | −16−3.2% | Reduced |
| SHP Wealth Management | 494 | $20.2K | 0.00% | +244+97.6% | Added |
| JFS Wealth Advisors, LLC | 496 | $20.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 500 | $20.4K | 0.00% | 00.0% | Unchanged |