| Penserra Capital Management LLC | 21 | $0 | 0.00% | −9−30.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Davis Capital Management | 2 | $65 | 0.00% | −2,158−99.9% | Reduced |
| TFC Financial Management | 2 | $66 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 3 | $98 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 5 | $163 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $163 | 0.00% | +1+25.0% | Added |
| CBIZ Investment Advisory Services, LLC | 15 | $488 | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 18 | $586 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 20 | $651 | 0.00% | −61−75.3% | Reduced |
| Highline Wealth Partners LLC | 25 | $822 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 27 | $877 | 0.00% | −1,590−98.3% | Reduced |
| True Wealth Design, LLC | 28 | $911 | 0.00% | +6+27.3% | Added |
| Continuum Advisory, LLC | 35 | $961 | 0.00% | +12+52.2% | Added |
| Picton Mahoney Asset Management | 35 | $1.00K | 0.00% | +35 | New |
| Sachetta, LLC | 38 | $1.24K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 38 | $1.24K | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 43 | $1.40K | 0.00% | +5+13.2% | Added |
| Fortis Group Advisors, LLC | 46 | $1.50K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 51 | $1.66K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 52 | $1.69K | 0.00% | +52 | New |
| SJS Investment Consulting Inc. | 52 | $1.69K | 0.00% | +6+13.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 53 | $1.72K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $1.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $1.92K | 0.00% | −3,404−98.3% | Reduced |
| Financial Management Professionals, Inc. | 51 | $2.00K | 0.00% | +4+8.5% | Added |
| Avion Wealth | 73 | $2.00K | 0.00% | +18+32.7% | Added |
| Heritage Wealth Advisors | 64 | $2.08K | 0.00% | −386−85.8% | Reduced |
| Duncker Streett & Co Inc | 66 | $2.15K | 0.00% | +66 | New |
| Cornerstone Planning Group LLC | 79 | $2.33K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 92 | $2.98K | 0.00% | +1+1.1% | Added |
| TSFG, LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 99 | $3.22K | 0.00% | +1+1.0% | Added |
| PSI Advisors, LLC | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 100 | $3.25K | 0.00% | +100 | New |
| Dunhill Financial, LLC | 100 | $3.26K | 0.00% | +53+112.8% | Added |
| Voisard Asset Management Group, Inc. | 101 | $3.29K | 0.00% | +101 | New |
| NBT Bank N A | 103 | $3.35K | 0.00% | +103 | New |
| Jackson, Grant Investment Advisers, Inc. | 104 | $3.38K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 108 | $3.51K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 117 | $3.82K | 0.00% | +1+0.9% | Added |
| Christopher J. Hasenberg, Inc | 132 | $3.85K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 119 | $3.88K | 0.00% | +1+0.8% | Added |
| Private Wealth Management Group, LLC | 121 | $3.94K | 0.00% | +2+1.7% | Added |
| Red Tortoise LLC | 127 | $4.13K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 145 | $4.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 202 | $5.00K | 0.00% | +202 | New |
| Guardian Wealth Management, Inc. | 157 | $5.11K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 164 | $5.33K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 172 | $5.59K | 0.00% | −701−80.3% | Reduced |
| Aspect Partners, LLC | 181 | $5.89K | 0.00% | +6+3.4% | Added |
| PFG Private Wealth Management, LLC | 190 | $6.18K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 190 | $6.18K | 0.00% | +105+123.5% | Added |
| DT Investment Partners, LLC | 190 | $6.18K | 0.00% | +120+171.4% | Added |
| Front Row Advisors LLC | 191 | $6.21K | 0.00% | −360−65.3% | Reduced |
| Capital Performance Advisors LLP | 207 | $6.75K | 0.00% | +207 | New |
| Naples Money Management LLC | 216 | $7.02K | 0.01% | −778−78.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 223 | $7.26K | 0.00% | −403−64.4% | Reduced |
| TD Capital Management LLC | 241 | $7.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 244 | $7.93K | 0.00% | +23+10.4% | Added |
| Capital Analysts, LLC | 248 | $8.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $8.13K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 264 | $8.58K | 0.03% | +264 | New |
| Anfield Capital Management, LLC | 268 | $8.71K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 271 | $8.81K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 298 | $9.69K | 0.00% | +281+1,652.9% | Added |
| Asset Dedication, LLC | 300 | $9.76K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 300 | $9.76K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 300 | $9.76K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 300 | $9.76K | 0.00% | +300 | New |
| Prestige Wealth Management Group LLC | 307 | $9.98K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 296 | $10.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 309 | $10.0K | 0.01% | −142−31.5% | Reduced |
| CVA Family Office, LLC | 331 | $10.8K | 0.00% | +76+29.8% | Added |
| MV Capital Management, Inc. | 334 | $10.9K | 0.00% | −27−7.5% | Reduced |
| Lazard Asset Management LLC | 342 | $11.0K | 0.00% | −10,566−96.9% | Reduced |
| GW&K Investment Management, LLC | 331 | $11.0K | 0.00% | −18−5.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 328 | $11.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 341 | $11.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 349 | $11.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 350 | $11.4K | 0.00% | −250−41.7% | Reduced |
| FSC Wealth Advisors, LLC | 358 | $11.6K | 0.01% | +4+1.1% | Added |
| Financial Gravity Companies, Inc. | 386 | $12.6K | 0.00% | +386 | New |
| Creative Financial Designs Inc | 391 | $12.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 394 | $12.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 395 | $13.0K | 0.01% | +74+23.1% | Added |
| Monetary Management Group Inc | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 431 | $14.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 435 | $14.1K | 0.01% | +435 | New |
| Old Second National Bank of Aurora | 450 | $14.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 450 | $14.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 466 | $15.2K | 0.00% | +466 | New |
| Park Place Capital Corp | 475 | $15.4K | 0.00% | −10,373−95.6% | Reduced |
| Ashton Thomas Securities, LLC | 490 | $15.9K | 0.00% | +490 | New |
| Raleigh Capital Management Inc. | 495 | $16.1K | 0.01% | −30,302−98.4% | Reduced |
| Washington Trust Co | 500 | $16.3K | 0.00% | 00.0% | Unchanged |