| Penserra Capital Management LLC | 30 | $0 | 0.00% | +3+11.1% | Added |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Tounjian Advisory Partners, LLC | 0 | $7 | 0.00% | 0 | New |
| Strategic Wealth Partners, Ltd. | 1 | $14 | 0.00% | −18−94.7% | Reduced |
| American Capital Advisory, LLC | 1 | $27 | 0.00% | −3−75.0% | Reduced |
| Dunhill Financial, LLC | 1 | $35 | 0.00% | −7−87.5% | Reduced |
| Planning Strategies Inc. | 2 | $53 | 0.00% | +2 | New |
| Clark Wealth Partners | 2 | $54 | 0.00% | +2 | Added |
| Maryland Capital Advisors Inc. | 2 | $54 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 3 | $80 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 3 | $80 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $107 | 0.00% | +3+300.0% | Added |
| Cordant, Inc. | 5 | $125 | 0.00% | +5 | New |
| MidFirst Bank | 5 | $133 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $155 | 0.00% | +6 | New |
| Institute for Wealth Management, LLC. | 9 | $251 | 0.00% | +9 | New |
| City State Bank | 10 | $267 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 11 | $293 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $294 | 0.00% | −32−74.4% | Reduced |
| Sankala Group LLC | 12 | $331 | 0.00% | +12 | New |
| LRI Investments, LLC | 15 | $400 | 0.00% | −1,071−98.6% | Reduced |
| Atlantic Union Bankshares Corp | 19 | $507 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 20 | $523 | 0.00% | +1+5.3% | Added |
| Provenance Wealth Advisors, LLC | 21 | $560 | 0.00% | +21 | New |
| Westside Investment Management, Inc. | 22 | $586 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 24 | $639 | 0.00% | −8,689−99.7% | Reduced |
| Pillar Financial Advisors, LLC | 25 | $667 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 26 | $693 | 0.00% | +26 | New |
| Cromwell Holdings LLC | 26 | $699 | 0.00% | +26 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26 | $706 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 31 | $826 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 32 | $853 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 32 | $853 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $853 | 0.00% | +21+190.9% | Added |
| DiNuzzo Private Wealth, Inc. | 34 | $907 | 0.00% | +3+9.7% | Added |
| ZRC Wealth Management, LLC | 35 | $933 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 36 | $959 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 37 | $986 | 0.00% | +24+184.6% | Added |
| Truvestments Capital LLC | 37 | $996 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $1.00K | 0.00% | +28+127.3% | Added |
| Clear Street Markets LLC | 39 | $1.04K | 0.00% | +11+39.3% | Added |
| Godsey & Gibb Associates | 44 | $1.17K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 45 | $1.20K | 0.00% | −25−35.7% | Reduced |
| Raffa Wealth Management, LLC | 45 | $1.20K | 0.00% | −2−4.3% | Reduced |
| Grove Bank & Trust | 46 | $1.23K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 47 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 50 | $1.34K | 0.00% | +14+38.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 51 | $1.36K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 55 | $1.47K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $1.52K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 62 | $1.65K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 62 | $1.65K | 0.00% | +62 | New |
| Creative Capital Management Investments LLC | 65 | $1.73K | 0.00% | +65 | New |
| CoreCap Advisors, LLC | 67 | $1.79K | 0.00% | −331−83.2% | Reduced |
| Bogart Wealth, LLC | 69 | $1.84K | 0.00% | +19+38.0% | Added |
| Bell Investment Advisors, Inc | 73 | $1.95K | 0.00% | +35+92.1% | Added |
| Sachetta, LLC | 73 | $1.96K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 74 | $1.97K | 0.00% | +74 | New |
| UMA Financial Services, Inc. | 75 | $2.00K | 0.00% | +75 | New |
| GW&K Investment Management, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 79 | $2.10K | 0.00% | −25−24.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 88 | $2.35K | 0.00% | −47−34.8% | Reduced |
| Stone House Investment Management, LLC | 88 | $2.35K | 0.00% | +81+1,157.1% | Added |
| Logan Capital Management Inc | 90 | $2.40K | 0.00% | +90 | New |
| Kilter Group LLC | 91 | $2.43K | 0.00% | −1−1.1% | Reduced |
| Rialto Wealth Management, LLC | 91 | $2.43K | 0.00% | +56+160.0% | Added |
| Financial Network Wealth Advisors LLC | 101 | $2.69K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 103 | $2.73K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 109 | $2.90K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 120 | $3.20K | 0.00% | −132−52.4% | Reduced |
| Central Pacific Bank - Trust Division | 126 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 135 | $3.60K | 0.00% | +135 | New |
| Action Point Financial Planning, LLC | 145 | $3.76K | 0.00% | +145 | New |
| Axiom Investment Management LLC | 145 | $3.86K | 0.00% | +145 | New |
| JNBA Financial Advisors | 147 | $3.92K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 147 | $3.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 137 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 160 | $4.26K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 161 | $4.29K | 0.00% | +161 | New |
| True Wealth Design, LLC | 167 | $4.45K | 0.00% | +163+4,075.0% | Added |
| Silver Grove Financial Group, Inc. | 182 | $4.85K | 0.00% | +182 | New |
| HM Payson & Co | 187 | $4.98K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 190 | $5.06K | 0.00% | +44+30.1% | Added |
| AdvisorNet Financial, Inc | 197 | $5.24K | 0.00% | +1+0.5% | Added |
| Ritter Daniher Financial Advisory LLC | 200 | $5.33K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 200 | $5.33K | 0.00% | +200 | New |
| Pinnacle Wealth Planning Services, Inc. | 210 | $5.58K | 0.00% | −100−32.3% | Reduced |
| Colonial Trust Advisors | 214 | $5.71K | 0.00% | +2+0.9% | Added |
| Caitong International Asset Management Co., Ltd | 217 | $5.78K | 0.00% | −17,601−98.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 220 | $5.86K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 220 | $5.86K | 0.00% | +220 | New |
| Ogorek Anthony Joseph | 231 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 232 | $6.18K | 0.00% | −7−2.9% | Reduced |
| Cape Investment Advisory, Inc. | 234 | $6.22K | 0.00% | +234 | New |
| Harbour Investments, Inc. | 239 | $6.38K | 0.00% | −225−48.5% | Reduced |
| Manchester Capital Management LLC | 241 | $6.42K | 0.00% | +16+7.1% | Added |
| Hazlett, Burt & Watson, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 273 | $7.28K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 273 | $7.28K | 0.00% | +273 | New |
| Spire Wealth Management | 283 | $7.55K | 0.00% | +141+99.3% | Added |