| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Maryland Capital Advisors Inc. | 1 | $73 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $143 | 0.00% | +2 | New |
| Mascoma Wealth Management LLC | 3 | $217 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $290 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 4 | $290 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $322 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $507 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 11 | $797 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $797 | 0.00% | +9+450.0% | Added |
| Principia Wealth Advisory, LLC | 12 | $869 | 0.00% | +9+300.0% | Added |
| Quaker Wealth Management, LLC | 12 | $870 | 0.00% | +3+33.3% | Added |
| PayPay Securities Corp | 13 | $941 | 0.04% | −6−31.6% | Reduced |
| Hughes Financial Services, LLC | 13 | $941 | 0.00% | −2−13.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $1.09K | 0.00% | +3+25.0% | Added |
| Synergy Investment Management, LLC | 19 | $1.10K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.16K | 0.00% | +11+220.0% | Added |
| Strategic Wealth Partners, Ltd. | 16 | $1.16K | 0.00% | +16 | New |
| CNB Bank | 19 | $1.38K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $1.45K | 0.00% | +20 | New |
| Toth Financial Advisory Corp | 20 | $1.45K | 0.00% | +20 | New |
| Allied Private Wealth LLC | 23 | $1.48K | 0.00% | +23 | New |
| South State Corp. | 21 | $1.52K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 22 | $1.59K | 0.00% | +22 | New |
| MidFirst Bank | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25 | $1.81K | 0.00% | +25 | New |
| Colonial Trust Advisors | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $1.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Owl Creek Wealth Partners LLC | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $2.17K | 0.00% | +30 | New |
| NBT Bank N A | 32 | $2.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $2.46K | 0.00% | +11+47.8% | Added |
| Wolff Wiese Magana LLC | 34 | $2.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 36 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 39 | $2.83K | 0.00% | +9+30.0% | Added |
| Avion Wealth | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 42 | $3.04K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 44 | $3.19K | 0.00% | +15+51.7% | Added |
| JFS Wealth Advisors, LLC | 50 | $3.62K | 0.00% | +27+117.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.62K | 0.00% | +50 | New |
| Mosley Wealth Management | 50 | $3.62K | 0.00% | +50 | New |
| NBH Bank | 50 | $3.62K | 0.00% | +50 | New |
| Action Point Financial Planning, LLC | 53 | $3.69K | 0.00% | +53 | New |
| Silver Grove Financial Group, Inc. | 56 | $4.06K | 0.00% | +56 | New |
| North Star Investment Management Corp. | 59 | $4.27K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 60 | $4.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 61 | $4.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 65 | $4.71K | 0.00% | +47+261.1% | Added |
| Bruce G. Allen Investments, LLC | 72 | $5.21K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 73 | $5.29K | 0.00% | +37+102.8% | Added |
| JPL Wealth Management, LLC | 78 | $5.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 84 | $6.08K | 0.00% | +4+5.0% | Added |
| Ancora Advisors, LLC | 87 | $6.30K | 0.00% | −880−91.0% | Reduced |
| Salomon & Ludwin, LLC | 91 | $6.49K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 93 | $6.74K | 0.00% | +93 | New |
| Cassaday & Co Wealth Management LLC | 94 | $6.78K | 0.00% | −636−87.1% | Reduced |
| Signature Equity Partners, LLC | 95 | $6.88K | 0.00% | −32−25.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 100 | $7.24K | 0.01% | −3,900−97.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 100 | $7.24K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $7.24K | 0.00% | +9+9.9% | Added |
| Buck Wealth Strategies, LLC | 100 | $7.24K | 0.00% | +100 | New |
| CVA Family Office, LLC | 101 | $7.31K | 0.00% | +25+32.9% | Added |
| Prestige Wealth Management Group LLC | 102 | $7.39K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 103 | $7.46K | 0.00% | +103 | New |
| Zions Bancorporation, National Association | 104 | $7.53K | 0.00% | +62+147.6% | Added |
| Your Advocates Ltd., LLP | 121 | $8.76K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 122 | $8.84K | 0.00% | +41+50.6% | Added |
| Manchester Capital Management LLC | 124 | $8.98K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 129 | $9.34K | 0.00% | +4+3.2% | Added |
| Highline Wealth Partners LLC | 133 | $9.63K | 0.00% | +133 | New |
| Whittier Trust Co of Nevada Inc | 155 | $9.95K | 0.00% | +5+3.3% | Added |
| Farmers & Merchants Investments Inc | 144 | $10.4K | 0.00% | −11−7.1% | Reduced |
| Stance Capital LLC | 146 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $10.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 150 | $10.9K | 0.00% | +150 | New |
| McDonald Partners LLC | 162 | $11.7K | 0.00% | +162 | New |
| Truvestments Capital LLC | 164 | $11.9K | 0.00% | −181−52.5% | Reduced |
| Bare Financial Services, Inc | 164 | $11.9K | 0.00% | +31+23.3% | Added |
| Atlantic Trust, LLC | 165 | $11.9K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 168 | $12.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 175 | $12.7K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 192 | $13.9K | 0.00% | +192 | New |
| Cedar Mountain Advisors, LLC | 195 | $14.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 208 | $15.1K | 0.00% | +163+362.2% | Added |
| Beaird Harris Wealth Management, LLC | 209 | $15.1K | 0.00% | +209 | New |
| Boreal Capital Management LLC | 220 | $15.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 220 | $15.9K | 0.00% | +4+1.9% | Added |
| Rothschild Investment LLC | 230 | $16.7K | 0.00% | +63+37.7% | Added |
| Mather Group, LLC. | 246 | $17.8K | 0.00% | −163−39.9% | Reduced |
| Pin Oak Investment Advisors Inc | 249 | $18.0K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 255 | $18.5K | 0.00% | +28+12.3% | Added |
| Central Trust Co | 275 | $19.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 280 | $20.3K | 0.00% | 00.0% | Unchanged |