| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 0 | $14 | 0.00% | 0 | Unchanged |
| Rothschild Investment LLC | 1 | $105 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $105 | 0.00% | +1 | New |
| Caldwell Sutter Capital, Inc. | 2 | $209 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $210 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $313 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $314 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $432 | 0.00% | +2+100.0% | Added |
| Kestra Investment Management, LLC | 5 | $523 | 0.00% | −5−50.0% | Reduced |
| Bokf, NA | 5 | $523 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $523 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $523 | 0.00% | +4+400.0% | Added |
| Key Financial Inc | 6 | $627 | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 6 | $627 | 0.00% | +6 | New |
| Thompson Investment Management, Inc. | 6 | $663 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7 | $732 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 7 | $732 | 0.00% | +7 | New |
| TD Capital Management LLC | 7 | $743 | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 9 | $941 | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $1.05K | 0.00% | +10 | New |
| MJT & Associates Financial Advisory Group, Inc. | 11 | $1.07K | 0.00% | +11 | New |
| Guardian Wealth Management, Inc. | 10 | $1.12K | 0.00% | −1−9.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 12 | $1.25K | 0.00% | +12 | New |
| Tortoise Investment Management, LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 11 | $1.42K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.57K | 0.00% | +15 | New |
| True Wealth Design, LLC | 16 | $1.67K | 0.00% | −274−94.5% | Reduced |
| Activest Wealth Management | 16 | $1.68K | 0.00% | +16 | New |
| Washington Trust Co | 18 | $1.88K | 0.00% | −4−18.2% | Reduced |
| CoreCap Advisors, LLC | 19 | $1.99K | 0.00% | −11−36.7% | Reduced |
| Sofos Investments, Inc. | 19 | $1.99K | 0.00% | +19 | New |
| First PREMIER Bank | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $2.37K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $2.62K | 0.00% | +19+316.7% | Added |
| DiNuzzo Private Wealth, Inc. | 26 | $2.72K | 0.00% | −5−16.1% | Reduced |
| Avalon Trust Co | 26 | $2.72K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 27 | $2.82K | 0.00% | −96−78.0% | Reduced |
| Painted Porch Advisors LLC | 27 | $2.82K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $2.93K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $2.93K | 0.00% | +17+154.5% | Added |
| Westend Capital Management, LLC | 40 | $4.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $4.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 41 | $4.29K | 0.00% | −6−12.8% | Reduced |
| Manchester Capital Management LLC | 42 | $4.39K | 0.00% | +12+40.0% | Added |
| JDM Financial Group LLC | 45 | $4.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $4.81K | 0.00% | −4−8.0% | Reduced |
| Pin Oak Investment Advisors Inc | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 48 | $5.02K | 0.00% | +25+108.7% | Added |
| DAGCO, Inc. | 50 | $5.23K | 0.00% | +50 | New |
| Saudi Central Bank | 50 | $5.23K | 0.03% | +50 | New |
| Lowe Wealth Advisors, LLC | 51 | $5.33K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 56 | $5.86K | 0.00% | −2−3.4% | Reduced |
| Atala Financial Inc | 56 | $5.86K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 58 | $6.07K | 0.00% | −58−50.0% | Reduced |
| Parkside Financial Bank & Trust | 58 | $6.07K | 0.00% | −11−15.9% | Reduced |
| Beacon Capital Management, LLC | 59 | $6.12K | 0.00% | −26−30.6% | Reduced |
| Meeder Asset Management Inc | 60 | $6.28K | 0.00% | −20−25.0% | Reduced |
| Pacific Center for Financial Services | 60 | $6.28K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 62 | $6.48K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 66 | $6.88K | 0.00% | +1+1.5% | Added |
| Bruce G. Allen Investments, LLC | 66 | $6.90K | 0.01% | +37+127.6% | Added |
| Binnacle Investments Inc | 69 | $7.22K | 0.01% | +69 | New |
| IAG Wealth Partners, LLC | 72 | $7.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 83 | $8.68K | 0.00% | +83 | New |
| City Holding Co | 86 | $8.99K | 0.00% | +86 | New |
| TD Private Client Wealth LLC | 91 | $9.52K | 0.00% | −203−69.0% | Reduced |
| CVA Family Office, LLC | 91 | $9.52K | 0.00% | −2−2.2% | Reduced |
| Cornerstone Planning Group LLC | 85 | $9.90K | 0.00% | +68+400.0% | Added |
| Golden State Wealth Management, LLC | 98 | $10.2K | 0.00% | −4−3.9% | Reduced |
| Private Wealth Management Group, LLC | 99 | $10.4K | 0.00% | +28+39.4% | Added |
| Montag A & Associates Inc | 100 | $10.5K | 0.00% | −12−10.7% | Reduced |
| Medallion Wealth Advisors, LLC | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 86 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 106 | $11.1K | 0.00% | +106 | New |
| ORG Partners LLC | 107 | $11.5K | 0.00% | +107 | New |
| Hexagon Capital Partners LLC | 117 | $12.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 121 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 129 | $13.5K | 0.02% | +42+48.3% | Added |
| Tradewinds Capital Management, LLC | 130 | $13.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 135 | $14.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 148 | $15.5K | 0.00% | +43+41.0% | Added |
| Northwest Capital Management Inc | 150 | $15.7K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 151 | $15.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 155 | $16.0K | 0.01% | +31+25.0% | Added |
| Cape Investment Advisory, Inc. | 157 | $16.4K | 0.01% | −41−20.7% | Reduced |
| YANKCOM Partnership | 160 | $16.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 164 | $17.2K | 0.00% | −4−2.4% | Reduced |
| Harbour Investments, Inc. | 169 | $17.7K | 0.00% | +62+57.9% | Added |
| Larson Financial Group LLC | 172 | $18.0K | 0.00% | +134+352.6% | Added |
| West Branch Capital LLC | 180 | $18.8K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 186 | $19.5K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 199 | $20.0K | 0.00% | −4−2.0% | Reduced |
| Bogart Wealth, LLC | 195 | $20.4K | 0.00% | 00.0% | Unchanged |