| TD Capital Management LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2 | $73 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $197 | 0.00% | +5 | New |
| Pacific Capital Wealth Advisors, Inc | 17 | $622 | 0.00% | +17 | New |
| First Financial Corp | 18 | $658 | 0.00% | −28−60.9% | Reduced |
| Caitlin John, LLC | 20 | $708 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | $768 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $821 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 23 | $841 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 29 | $918 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 26 | $951 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 35 | $1.28K | 0.00% | +35 | New |
| Central Trust Co | 35 | $1.29K | 0.00% | +35 | New |
| Mendota Financial Group, LLC | 38 | $1.39K | 0.00% | +12+46.2% | Added |
| Pathway Financial Advisers, LLC | 57,194 | $1.56K | 0.00% | +55,652+3,609.1% | Added |
| Tucker Asset Management LLC | 43 | $1.57K | 0.00% | −1,150−96.4% | Reduced |
| North Star Investment Management Corp. | 47 | $1.72K | 0.00% | +47 | New |
| Foster Dykema Cabot & Partners, LLC | 47 | $1.75K | 0.00% | +47 | New |
| TSFG, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 42 | $2.00K | 0.00% | −3−6.7% | Reduced |
| Mather Group, LLC. | 60 | $2.19K | 0.00% | −1,143−95.0% | Reduced |
| Financial Perspectives, Inc | 61 | $2.23K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $2.50K | 0.00% | +1+1.5% | Added |
| Chilton Capital Management LLC | 74 | $2.71K | 0.00% | −340−82.1% | Reduced |
| Rogco, LP | 77 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $2.85K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 86 | $3.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 94 | $3.24K | 0.00% | +19+25.3% | Added |
| Salem Investment Counselors Inc | 97 | $3.62K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $3.66K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 101 | $3.69K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 109 | $4.00K | 0.00% | +109 | New |
| Highline Wealth Partners LLC | 113 | $4.13K | 0.00% | +20+21.5% | Added |
| WR Wealth Planners, LLC | 115 | $4.21K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 128 | $4.68K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 131 | $4.79K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 150 | $5.49K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 150 | $5.60K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 155 | $5.67K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 157 | $5.74K | 0.00% | −298−65.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 165 | $6.04K | 0.02% | +165 | New |
| Jaffetilchin Investment Partners, LLC | 167 | $6.11K | 0.00% | +167 | New |
| SRS Capital Advisors, Inc. | 178 | $6.51K | 0.00% | +147+474.2% | Added |
| Citizens National Bank Trust Department | 183 | $6.69K | 0.00% | −23−11.2% | Reduced |
| Truvestments Capital LLC | 183 | $6.69K | 0.00% | +183 | New |
| SJS Investment Consulting Inc. | 184 | $6.73K | 0.00% | +184 | New |
| Householder Group Estate & Retirement Specialist, LLC | 205 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $7.32K | 0.00% | +100+100.0% | Added |
| William B. Walkup & Associates, Inc. | 212 | $7.75K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 218 | $7.97K | 0.00% | +114+109.6% | Added |
| Independence Bank of Kentucky | 224 | $8.19K | 0.00% | +224 | New |
| Winch Advisory Services, LLC | 240 | $8.79K | 0.00% | +5+2.1% | Added |
| Cullen/Frost Bankers, Inc. | 253 | $9.25K | 0.00% | +253 | New |
| Coppell Advisory Solutions LLC | 260 | $9.57K | 0.00% | −64−19.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 263 | $9.62K | 0.00% | −209−44.3% | Reduced |
| GW&K Investment Management, LLC | 267 | $10.0K | 0.00% | +39+17.1% | Added |
| St Germain D J Co Inc | 275 | $10.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 277 | $10.1K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 309 | $11.3K | 0.00% | −2−0.6% | Reduced |
| Asset Dedication, LLC | 315 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 322 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 336 | $12.0K | 0.00% | +37+12.4% | Added |
| Financial Management Professionals, Inc. | 337 | $12.0K | 0.00% | +89+35.9% | Added |
| FinTrust Capital Advisors, LLC | 399 | $14.6K | 0.00% | −67−14.4% | Reduced |
| Byrne Asset Management LLC | 400 | $14.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 400 | $14.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 402 | $14.7K | 0.00% | +9+2.3% | Added |
| Skopos Labs, Inc. | 412 | $15.1K | 0.00% | +412 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 414 | $15.1K | 0.00% | +414 | New |
| Fortitude Family Office, LLC | 440 | $16.1K | 0.01% | +440 | New |
| McMahon Financial Advisors, LLC | 441 | $16.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 493 | $18.0K | 0.00% | −181−26.9% | Reduced |
| AllSquare Wealth Management LLC | 500 | $18.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 500 | $18.3K | 0.00% | +500 | New |
| Northwest Investment Counselors, LLC | 519 | $19.0K | 0.00% | +519 | New |
| Cape Investment Advisory, Inc. | 546 | $20.0K | 0.01% | −99−15.3% | Reduced |
| Avion Wealth | 548 | $20.0K | 0.01% | +11+2.0% | Added |
| Coston, McIsaac & Partners | 582 | $21.0K | 0.01% | −473−44.8% | Reduced |
| Tompkins Financial Corp | 593 | $21.7K | 0.00% | +126+27.0% | Added |
| Monetary Management Group Inc | 600 | $21.9K | 0.01% | −6,750−91.8% | Reduced |
| Boyd Watterson Asset Management LLC | 600 | $21.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 600 | $21.9K | 0.00% | +600 | New |
| Colonial Trust Co | 645 | $23.6K | 0.00% | −37−5.4% | Reduced |
| Carolina Wealth Advisors, LLC | 649 | $23.7K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 650 | $23.8K | 0.00% | +650 | New |
| Sanctuary Wealth Management, L.L.C. | 665 | $24.3K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 681 | $24.9K | 0.02% | +10+1.5% | Added |
| Centennial Bank | 780 | $28.5K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 800 | $29.3K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 852 | $31.3K | 0.01% | −22,900−96.4% | Reduced |
| Duncker Streett & Co Inc | 868 | $31.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 900 | $32.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 973 | $35.6K | 0.01% | +973 | New |
| Goodman Advisory Group, LLC | 1,060 | $38.8K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,060 | $38.8K | 0.01% | +3+0.3% | Added |
| Parkside Financial Bank & Trust | 1,075 | $39.3K | 0.01% | −172−13.8% | Reduced |
| First Horizon Advisors, Inc. | 1,124 | $41.1K | 0.00% | +137+13.9% | Added |
| Optimum Investment Advisors | 1,202 | $44.0K | 0.02% | 00.0% | Unchanged |