| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 15,316 | $52 | 0.00% | +15,316 | New |
| Sofos Investments, Inc. | 1 | $216 | 0.00% | +1 | Added |
| Rakuten Securities, Inc. | 1 | $295 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1 | $298 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $589 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $670 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $884 | 0.00% | −3−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 3 | $884 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $884 | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2 | $1.00K | 0.00% | +2 | New |
| Core Alternative Capital | 4 | $1.18K | 0.00% | −46−92.0% | Reduced |
| TFC Financial Management | 4 | $1.18K | 0.00% | +1+33.3% | Added |
| USA Financial Portformulas Corp | 5 | $1.47K | 0.00% | −168−97.1% | Reduced |
| Salomon & Ludwin, LLC | 6 | $1.77K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 7 | $2.06K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $2.36K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.65K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $2.65K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 12 | $3.49K | 0.00% | +2+20.0% | Added |
| TruNorth Capital Management, LLC | 12 | $3.54K | 0.00% | +12 | New |
| Frank, Rimerman Advisors LLC | 13 | $3.83K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 13 | $3.83K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 14 | $4.13K | 0.00% | +10+250.0% | Added |
| CVA Family Office, LLC | 15 | $4.42K | 0.00% | −220−93.6% | Reduced |
| Gold Investment Management Ltd. | 15 | $4.42K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $4.42K | 0.01% | +15 | New |
| ClariVest Asset Management LLC | 16 | $4.71K | 0.00% | +7+77.8% | Added |
| Avion Wealth | 16 | $5.00K | 0.00% | +6+60.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 17 | $5.01K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $5.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $5.30K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 18 | $5.30K | 0.00% | +18 | New |
| Eagle Bay Advisors LLC | 18 | $5.30K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 18 | $5.30K | 0.00% | +1+5.9% | Added |
| Founders Capital Management | 19 | $5.60K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $5.94K | 0.01% | −1−4.8% | Reduced |
| Stone House Investment Management, LLC | 20 | $6.02K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 21 | $6.19K | 0.00% | −88−80.7% | Reduced |
| Meeder Asset Management Inc | 25 | $7.37K | 0.00% | +25 | New |
| Abound Wealth Management | 25 | $7.38K | 0.00% | −45−64.3% | Reduced |
| Grove Bank & Trust | 26 | $7.66K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 27 | $8.03K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 28 | $8.25K | 0.01% | +25+833.3% | Added |
| Carolina Wealth Advisors, LLC | 30 | $8.84K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 30 | $8.84K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 30 | $8.84K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $9.43K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 34 | $9.99K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 34 | $10.0K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 36 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 37 | $10.9K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 38 | $11.2K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 39 | $11.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 40 | $11.8K | 0.00% | −165−80.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 40 | $11.8K | 0.04% | +40 | New |
| Centerpoint Advisors, LLC | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 42 | $12.4K | 0.00% | +42 | New |
| Pacifica Partners Inc. | 44 | $12.6K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 43 | $12.7K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 44 | $13.1K | 0.00% | −1−2.2% | Reduced |
| Global Trust Asset Management, LLC | 47 | $13.8K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 47 | $13.8K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 48 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 48 | $14.1K | 0.00% | −135−73.8% | Reduced |
| Cornerstone Planning Group LLC | 51 | $14.3K | 0.00% | +1+2.0% | Added |
| Register Financial Advisors LLC | 49 | $14.4K | 0.01% | +49 | New |
| West Paces Advisors Inc. | 50 | $14.7K | 0.00% | −18−26.5% | Reduced |
| Addison Advisors LLC | 50 | $14.7K | 0.01% | −8−13.8% | Reduced |
| Duncker Streett & Co Inc | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 50 | $14.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 50 | $14.7K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $14.7K | 0.01% | +50 | New |
| GW&K Investment Management, LLC | 50 | $15.0K | 0.00% | +4+8.7% | Added |
| Distillate Capital Partners LLC | 54 | $15.9K | 2.67% | +2+3.8% | Added |
| Sittner & Nelson, LLC | 56 | $16.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 71 | $17.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 63 | $18.6K | 0.00% | 00.0% | Unchanged |
| Oakmont Corp | 65 | $19.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 68 | $20.0K | 0.01% | +1+1.5% | Added |
| First United Bank Trust | 73 | $21.5K | 0.01% | −30−29.1% | Reduced |
| Rise Advisors, LLC | 75 | $22.0K | 0.01% | +75 | New |
| Cetera Trust Company, N.A | 76 | $22.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 80 | $23.6K | 0.00% | +68+566.7% | Added |
| Annapolis Financial Services, LLC | 80 | $23.6K | 0.01% | +80 | New |
| Winch Advisory Services, LLC | 80 | $23.7K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 82 | $24.1K | 0.00% | −413−83.4% | Reduced |
| JFS Wealth Advisors, LLC | 83 | $24.5K | 0.00% | −2−2.4% | Reduced |
| Covestor Ltd | 84 | $25.0K | 0.02% | −577−87.3% | Reduced |
| Gould Capital, LLC | 85 | $25.0K | 0.02% | +1+1.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $26.5K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 94 | $27.7K | 0.04% | +94 | New |
| Fortitude Family Office, LLC | 96 | $28.3K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $29.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 101 | $29.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 102 | $30.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 102 | $30.1K | 0.03% | −3−2.9% | Reduced |
| Sound Income Strategies, LLC | 102 | $30.2K | 0.00% | +23+29.1% | Added |
| LRI Investments, LLC | 104 | $30.6K | 0.01% | +104 | New |