| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 9 | $0 | 0.00% | +9 | New |
| REAP Financial Group, LLC | 1 | $38 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 3 | $231 | 0.00% | −37−92.5% | Reduced |
| Salem Investment Counselors Inc | 4 | $308 | 0.00% | −12−75.0% | Reduced |
| Sachetta, LLC | 4 | $308 | 0.00% | +4 | New |
| West Branch Capital LLC | 5 | $385 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $461 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 6 | $461 | 0.00% | +6 | New |
| Logan Capital Management Inc | 7 | $538 | 0.00% | +7 | New |
| Continuum Advisory, LLC | 8 | $614 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $769 | 0.00% | +10 | New |
| Skopos Labs, Inc. | 13 | $999 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 13 | $999 | 0.00% | +13 | New |
| Strategic Investment Solutions, Inc. | 14 | $1.07K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 15 | $1.15K | 0.00% | +15 | New |
| TD Capital Management LLC | 16 | $1.25K | 0.00% | +16 | New |
| Sierra Ocean, LLC | 17 | $1.31K | 0.00% | +17 | New |
| Zions Bancorporation, N.A. | 20 | $1.54K | 0.00% | −7,044−99.7% | Reduced |
| McIlrath & Eck, LLC | 21 | $1.61K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 21 | $1.61K | 0.00% | +21 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $1.69K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 22 | $1.69K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $2.00K | 0.00% | −10,102−99.6% | Reduced |
| Legacy Investment Solutions, LLC | 27 | $2.16K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 27 | $2.16K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 28 | $2.21K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 29 | $2.23K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 30 | $2.30K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $2.46K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 32 | $2.47K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 34 | $2.61K | 0.00% | +34 | New |
| Plato Investment Management Ltd | 36 | $2.77K | 0.00% | −603−94.4% | Reduced |
| Bruce G. Allen Investments, LLC | 38 | $2.92K | 0.00% | −113−74.8% | Reduced |
| Financial Management Professionals, Inc. | 39 | $3.00K | 0.00% | −38−49.4% | Reduced |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $3.21K | 0.00% | +22+115.8% | Added |
| MCF Advisors LLC | 42 | $3.23K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 43 | $3.28K | 0.00% | +43 | New |
| Coppell Advisory Solutions LLC | 47 | $3.58K | 0.00% | +47 | New |
| Venturi Wealth Management, LLC | 60 | $4.61K | 0.00% | +16+36.4% | Added |
| Rothschild Investment LLC | 61 | $4.68K | 0.00% | −32−34.4% | Reduced |
| Atala Financial Inc | 62 | $4.76K | 0.00% | +62 | New |
| FSA Wealth Management LLC | 64 | $4.92K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 71 | $5.45K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 79 | $6.07K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 80 | $6.14K | 0.00% | +80 | New |
| Bartlett & Co. Wealth Management LLC | 82 | $6.30K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 82 | $6.30K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 90 | $6.91K | 0.00% | +90 | New |
| Umb Bank N A | 94 | $7.22K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 97 | $7.42K | 0.00% | +2+2.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99 | $7.60K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $7.68K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $7.68K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $7.68K | 0.00% | 00.0% | Unchanged |
| Motco | 105 | $8.06K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 110 | $8.45K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 112 | $8.54K | 0.01% | −33−22.8% | Reduced |
| Truvestments Capital LLC | 111 | $8.55K | 0.00% | +2+1.8% | Added |
| Hazlett, Burt & Watson, Inc. | 117 | $9.00K | 0.00% | +1+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 120 | $9.22K | 0.00% | +120 | New |
| Raffa Wealth Management, LLC | 126 | $9.68K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 127 | $9.76K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 131 | $10.1K | 0.00% | +131 | New |
| Parkside Financial Bank & Trust | 132 | $10.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 133 | $10.2K | 0.00% | −40−23.1% | Reduced |
| Aspetuck Financial Management LLC | 136 | $10.4K | 0.01% | +136 | New |
| Assetmark, Inc | 137 | $10.5K | 0.00% | +3+2.2% | Added |
| Sugarloaf Wealth Management, LLC | 189 | $14.5K | 0.00% | −127−40.2% | Reduced |
| Capital Advisors, Ltd. LLC | 189 | $15.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 200 | $15.0K | 0.00% | +200 | New |
| Park Square Financial Group, LLC | 201 | $15.4K | 0.01% | +201 | New |
| Quarry LP | 202 | $15.5K | 0.00% | +67+49.6% | Added |
| Capital A Wealth Management, LLC | 209 | $16.1K | 0.03% | +209 | New |
| First Horizon Advisors, Inc. | 218 | $16.7K | 0.00% | +2+0.9% | Added |
| Laurel Wealth Advisors LLC | 220 | $16.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 235 | $18.1K | 0.00% | +235 | New |
| Albion Financial Group | 235 | $18.1K | 0.00% | +144+158.2% | Added |
| GeoWealth Management, LLC | 244 | $18.7K | 0.00% | +125+105.0% | Added |
| WPG Advisers, LLC | 246 | $18.9K | 0.02% | +246 | New |
| Retirement Wealth Solutions LLC | 263 | $19.4K | 0.02% | +263 | New |
| Elequin Capital LP | 262 | $20.1K | 0.00% | +262 | New |
| Harbour Investments, Inc. | 273 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 276 | $21.0K | 0.00% | −15−5.2% | Reduced |
| Richardson Financial Services Inc. | 298 | $22.7K | 0.02% | −8−2.6% | Reduced |
| Washington Trust Co | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 300 | $23.0K | 0.00% | +262+689.5% | Added |
| Chilton Capital Management LLC | 300 | $23.0K | 0.00% | +300 | New |
| West Paces Advisors Inc. | 320 | $24.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 324 | $24.9K | 0.00% | −1−0.3% | Reduced |
| Farther Finance Advisors, LLC | 341 | $26.2K | 0.00% | +88+34.8% | Added |
| Asset Dedication, LLC | 350 | $26.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 350 | $26.9K | 0.00% | +350 | New |
| Catalyst Capital Advisors LLC | 354 | $27.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 373 | $28.6K | 0.00% | +373 | New |
| Colonial Trust Co | 400 | $30.7K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 406 | $31.2K | 0.01% | +406 | New |
| Walleye Capital LLC | 411 | $31.6K | 0.00% | −6,612−94.1% | Reduced |
| Massmutual Trust Co FSB | 428 | $32.9K | 0.00% | +197+85.3% | Added |