| Tfo-TDC, LLC | 1 | $261 | 0.00% | −3−75.0% | Reduced |
| Dakota Community Bank & Trust NA | 2 | $521 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $521 | 0.00% | +2 | New |
| Foster Dykema Cabot & Partners, LLC | 2 | $521 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 5 | $1.30K | 0.00% | +5 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.56K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 10 | $2.67K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 11 | $2.87K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $3.44K | 0.17% | −13−50.0% | Reduced |
| IAG Wealth Partners, LLC | 14 | $3.65K | 0.00% | −72−83.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 14 | $3.65K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 15 | $3.91K | 0.00% | +10+200.0% | Added |
| Clear Investment Research, LLC | 19 | $4.95K | 0.01% | +19 | New |
| Semmax Financial Advisors Inc. | 25 | $5.11K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 20 | $5.21K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 21 | $5.47K | 0.00% | −3,919−99.5% | Reduced |
| Insight Financial Services | 21 | $5.47K | 0.01% | −110−84.0% | Reduced |
| Legend Financial Advisors, Inc. | 22 | $5.74K | 0.00% | +22 | New |
| Bay Harbor Wealth Management, LLC | 30 | $7.82K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 42 | $8.05K | 0.01% | +42 | New |
| Pension & Wealth Management Advisors, Inc. | 31 | $8.08K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 32 | $8.34K | 0.01% | +32 | New |
| Cornerstone Planning Group LLC | 34 | $8.86K | 0.00% | −23−40.4% | Reduced |
| McClarren Financial Advisors, Inc. | 35 | $9.00K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 35 | $9.12K | 0.00% | −155−81.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 35 | $9.12K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 36 | $9.38K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 36 | $9.38K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 38 | $9.90K | 0.01% | +38 | New |
| Planning Capital Management Corp | 39 | $10.2K | 0.01% | +39 | New |
| Atlantic Trust, LLC | 40 | $10.4K | 0.00% | −31−43.7% | Reduced |
| Pittenger & Anderson Inc | 40 | $10.4K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 41 | $11.0K | 0.01% | +41 | New |
| Clear Point Advisors Inc. | 45 | $11.7K | 0.01% | +45 | New |
| Red Tortoise LLC | 46 | $12.0K | 0.01% | +26+130.0% | Added |
| Financial Connections Group, Inc. | 49 | $12.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 53 | $13.8K | 0.00% | +53 | New |
| Institutional & Family Asset Management, LLC | 55 | $14.3K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 55 | $14.3K | 0.01% | +55 | New |
| Chesapeake Asset Management LLC | 60 | $15.6K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 60 | $15.6K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 60 | $15.6K | 0.00% | +60 | New |
| Gs Investments, Inc. | 65 | $16.9K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 65 | $16.9K | 0.03% | +65 | New |
| Liberty One Investment Management, LLC | 67 | $17.5K | 0.00% | +27+67.5% | Added |
| Dogwood Wealth Management LLC | 67 | $17.5K | 0.01% | +67 | New |
| Partnership Wealth Management, LLC | 88 | $18.6K | 0.01% | +88 | New |
| Park Place Capital Corp | 74 | $19.3K | 0.01% | −137−64.9% | Reduced |
| HighMark Wealth Management LLC | 74 | $19.3K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 75 | $19.6K | 0.01% | +75 | New |
| REAP Financial Group, LLC | 76 | $19.8K | 0.01% | +76 | New |
| Coston, McIsaac & Partners | 80 | $20.0K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 80 | $21.0K | 0.01% | +80 | New |
| Main Street Group, LTD | 82 | $21.4K | 0.01% | +82 | New |
| Union Savings Bank | 86 | $22.4K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 126 | $24.0K | 0.00% | −8−6.0% | Reduced |
| Ulland Investment Advisors, LLC | 96 | $25.0K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 101 | $26.0K | 0.01% | −13−11.4% | Reduced |
| Providence Capital Advisors, LLC | 100 | $26.1K | 0.01% | −6−5.7% | Reduced |
| True Wealth Design, LLC | 100 | $26.1K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 100 | $26.1K | 0.03% | +100 | New |
| Bank of New Hampshire | 104 | $27.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 106 | $27.6K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 106 | $27.6K | 0.00% | +106 | New |
| PFG Private Wealth Management, LLC | 107 | $27.9K | 0.02% | −10−8.5% | Reduced |
| Evolution Advisers, Inc. | 110 | $28.0K | 0.02% | +110 | New |
| Gleason Group, Inc. | 111 | $28.8K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 111 | $28.9K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 115 | $29.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 116 | $30.0K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 116 | $30.2K | 0.01% | +116 | New |
| Abound Wealth Management | 125 | $32.6K | 0.01% | −58−31.7% | Reduced |
| Team Financial Group, LLC | 127 | $33.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 161 | $33.2K | 0.01% | +161 | New |
| CNB Bank | 128 | $33.4K | 0.02% | 00.0% | Unchanged |
| Vima LLC | 130 | $33.9K | 0.08% | +130 | New |
| PrairieView Partners, LLC | 129 | $34.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 135 | $35.2K | 0.00% | +5+3.8% | Added |
| Ruedi Wealth Management, Inc. | 138 | $36.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 138 | $36.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 140 | $36.5K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 148 | $38.6K | 0.02% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 150 | $39.1K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 150 | $39.1K | 0.03% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 150 | $39.1K | 0.03% | +150 | New |
| Cherry Tree Wealth Management, LLC | 153 | $39.9K | 0.01% | −50−24.6% | Reduced |
| Wolff Wiese Magana LLC | 159 | $41.4K | 0.04% | −131−45.2% | Reduced |
| Retirement Group, LLC | 159 | $41.4K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 160 | $41.7K | 0.00% | −150−48.4% | Reduced |
| Macroview Investment Management LLC | 162 | $42.2K | 0.05% | −14−8.0% | Reduced |
| VisionPoint Advisory Group, LLC | 164 | $42.7K | 0.02% | −1,089−86.9% | Reduced |
| VitalStone Financial, LLC | 171 | $44.0K | 0.04% | −26−13.2% | Reduced |
| Albion Financial Group | 169 | $44.1K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 170 | $44.3K | 0.04% | +170 | New |