| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| HM Payson & Co | 1 | $76 | 0.00% | −199−99.5% | Reduced |
| Mendota Financial Group, LLC | 2 | $151 | 0.00% | +2 | New |
| Ancora Advisors, LLC | 3 | $226 | 0.00% | +3 | New |
| First Personal Financial Services | 3 | $226 | 0.00% | +3 | New |
| Aspect Partners, LLC | 4 | $301 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $376 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $376 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $452 | 0.00% | −1−14.3% | Reduced |
| REAP Financial Group, LLC | 6 | $452 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $616 | 0.00% | +10 | New |
| Bokf, NA | 9 | $648 | 0.00% | +1+12.5% | Added |
| Tradewinds Capital Management, LLC | 10 | $753 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 11 | $828 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 12 | $903 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | +15 | New |
| Core Alternative Capital | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $1.13K | 0.00% | −54−78.3% | Reduced |
| Evermay Wealth Management LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 22 | $1.66K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 23 | $1.73K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 23 | $1.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $1.81K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 31 | $2.33K | 0.00% | +31 | New |
| Continuum Advisory, LLC | 40 | $2.35K | 0.00% | −22−35.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 42 | $3.16K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 42 | $3.16K | 0.00% | +42 | New |
| SJS Investment Consulting Inc. | 45 | $3.39K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 47 | $3.54K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 47 | $3.54K | 0.00% | +47 | New |
| Washington Trust Co | 48 | $3.61K | 0.00% | +3+6.7% | Added |
| Voisard Asset Management Group, Inc. | 48 | $3.61K | 0.00% | −29−37.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 49 | $3.69K | 0.00% | +2+4.3% | Added |
| Byrne Asset Management LLC | 50 | $3.76K | 0.00% | −48−49.0% | Reduced |
| Raffa Wealth Management, LLC | 52 | $3.92K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 56 | $4.22K | 0.00% | +56 | New |
| Peterson Financial Group, Inc. | 58 | $4.37K | 0.02% | +58 | New |
| LRI Investments, LLC | 75 | $4.38K | 0.00% | −966−92.8% | Reduced |
| TFC Financial Management | 61 | $4.59K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 67 | $5.04K | 0.00% | +67 | New |
| Eagle Bay Advisors LLC | 68 | $5.12K | 0.00% | −6−8.1% | Reduced |
| Glen Eagle Advisors, LLC | 68 | $5.12K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 72 | $5.42K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 78 | $5.87K | 0.00% | +78 | New |
| Avion Wealth | 90 | $6.00K | 0.00% | +21+30.4% | Added |
| Harbour Investments, Inc. | 81 | $6.10K | 0.00% | −11−12.0% | Reduced |
| CGC Financial Services, LLC | 82 | $6.17K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 85 | $6.40K | 0.00% | −14−14.1% | Reduced |
| Salomon & Ludwin, LLC | 85 | $6.40K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 86 | $6.47K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $6.93K | 0.00% | −325−77.9% | Reduced |
| Annapolis Financial Services, LLC | 97 | $7.28K | 0.00% | +9+10.2% | Added |
| Cornerstone Planning Group LLC | 121 | $7.33K | 0.00% | +10+9.0% | Added |
| First United Bank Trust | 100 | $7.53K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $7.53K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $7.53K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 101 | $7.60K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 105 | $7.90K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 106 | $7.98K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $8.00K | 0.00% | −50−33.3% | Reduced |
| Dunhill Financial, LLC | 111 | $8.35K | 0.00% | +58+109.4% | Added |
| LGT Financial Advisors LLC | 118 | $8.88K | 0.02% | −145−55.1% | Reduced |
| Trust Co of Vermont | 124 | $9.34K | 0.00% | +79+175.6% | Added |
| WealthCollab, LLC | 125 | $9.41K | 0.01% | −147−54.0% | Reduced |
| Raleigh Capital Management Inc. | 125 | $9.41K | 0.00% | −52−29.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 132 | $9.97K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 135 | $10.2K | 0.01% | +47+53.4% | Added |
| 1620 Investment Advisors, Inc. | 138 | $10.4K | 0.01% | +28+25.5% | Added |
| FSA Wealth Management LLC | 140 | $10.5K | 0.00% | +140 | New |
| Operose Advisors LLC | 149 | $11.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 160 | $12.0K | 0.00% | +60+60.0% | Added |
| Integrated Investment Consultants, LLC | 12,066 | $12.1K | 0.00% | +12,066 | New |
| Fortitude Family Office, LLC | 171 | $12.9K | 0.01% | −101−37.1% | Reduced |
| Asset Dedication, LLC | 175 | $13.2K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 178 | $13.4K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 179 | $13.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 181 | $13.6K | 0.00% | −219−54.8% | Reduced |
| Red Tortoise LLC | 185 | $13.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 186 | $14.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 188 | $14.2K | 0.00% | −358−65.6% | Reduced |
| JFS Wealth Advisors, LLC | 190 | $14.3K | 0.00% | −4−2.1% | Reduced |
| First Financial Corp | 194 | $14.6K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 197 | $14.8K | 0.00% | −271−57.9% | Reduced |
| Sunbelt Securities, Inc. | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $15.1K | 0.01% | +200 | New |
| Wolff Wiese Magana LLC | 206 | $15.5K | 0.01% | +186+930.0% | Added |
| Oarsman Capital, Inc. | 220 | $16.6K | 0.00% | +220 | New |
| Hemington Wealth Management | 278 | $17.0K | 0.00% | +278 | New |
| Capital Advisors, Ltd. LLC | 235 | $18.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 248 | $18.7K | 0.00% | −54−17.9% | Reduced |
| Alpine Bank Wealth Management | 256 | $19.3K | 0.00% | +256 | New |
| Bruce G. Allen Investments, LLC | 259 | $19.5K | 0.02% | −3−1.1% | Reduced |