| Sofos Investments, Inc. | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 0 | $65 | 0.00% | 0 | New |
| PSI Advisors, LLC | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $317 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 6 | $475 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 8 | $632 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $791 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $802 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 13 | $1.03K | 0.00% | −436−97.1% | Reduced |
| JNBA Financial Advisors | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.82K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 26 | $2.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $2.06K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $2.21K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 31 | $2.46K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 36 | $2.85K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 39 | $3.08K | 0.00% | +39 | New |
| Frazier Financial Advisors, LLC | 44 | $3.48K | 0.00% | +44 | New |
| Your Advocates Ltd., LLP | 45 | $3.56K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 51 | $4.03K | 0.00% | +51 | New |
| Carolinas Wealth Consulting LLC | 52 | $4.09K | 0.00% | +6+13.0% | Added |
| Bogart Wealth, LLC | 53 | $4.19K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 57 | $4.51K | 0.00% | +57 | New |
| Versant Capital Management, Inc | 63 | $4.98K | 0.00% | −8−11.3% | Reduced |
| Penserra Capital Management LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 68 | $5.38K | 0.00% | −63−48.1% | Reduced |
| Larson Financial Group LLC | 68 | $5.38K | 0.00% | −38−35.8% | Reduced |
| HWG Holdings LP | 74 | $5.85K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 74 | $5.85K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 89 | $7.04K | 0.00% | −313−77.9% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 100 | $7.88K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 103 | $8.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $8.22K | 0.00% | −27−20.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 105 | $8.30K | 0.00% | +100+2,000.0% | Added |
| FinTrust Capital Advisors, LLC | 109 | $8.62K | 0.00% | −78−41.7% | Reduced |
| Chesapeake Asset Management LLC | 124 | $9.80K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 135 | $10.7K | 0.01% | +135 | New |
| Creative Financial Designs Inc | 136 | $10.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 142 | $11.2K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 138 | $11.5K | 0.01% | +138 | New |
| JFS Wealth Advisors, LLC | 153 | $12.1K | 0.00% | +20+15.0% | Added |
| Planning Capital Management Corp | 153 | $12.1K | 0.01% | +153 | New |
| Stone House Investment Management, LLC | 159 | $12.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 162 | $13.0K | 0.00% | +33+25.6% | Added |
| Pflug Koory, LLC | 165 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 168 | $13.3K | 0.00% | +168 | New |
| Creekmur Asset Management LLC | 174 | $13.8K | 0.00% | +174 | New |
| Addison Advisors LLC | 178 | $14.1K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 178 | $14.1K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 185 | $14.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 189 | $14.9K | 0.00% | +6+3.3% | Added |
| South State Corp. | 200 | $15.8K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 200 | $15.9K | 0.04% | +200 | New |
| Fortitude Family Office, LLC | 205 | $16.2K | 0.01% | +205 | New |
| Central Bank & Trust Co | 211 | $16.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 225 | $18.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 241 | $19.0K | 0.01% | −25−9.4% | Reduced |
| Smithfield Trust Co | 247 | $19.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 243 | $19.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 244 | $19.3K | 0.00% | +39+19.0% | Added |
| Hexagon Capital Partners LLC | 247 | $19.5K | 0.00% | −35−12.4% | Reduced |
| Spectrum Wealth Counsel, LLC | 250 | $19.8K | 0.00% | +250 | New |
| Private Wealth Management Group, LLC | 255 | $20.2K | 0.01% | +255 | New |
| Westside Investment Management, Inc. | 276 | $21.9K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 288 | $22.8K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 288 | $22.8K | 0.01% | +288 | New |
| Dunhill Financial, LLC | 288 | $22.8K | 0.02% | +288 | New |
| Birchbrook, Inc. | 288 | $22.8K | 0.02% | +288 | New |
| Cutler Group LP | 300 | $23.0K | 0.00% | −194−39.3% | Reduced |
| Washington Trust Co | 300 | $23.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 302 | $23.9K | 0.00% | −43−12.5% | Reduced |
| Silicon Valley Capital Partners | 312 | $24.7K | 0.00% | +1+0.3% | Added |
| Avion Wealth | 351 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 375 | $29.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 375 | $29.6K | 0.00% | −375−50.0% | Reduced |
| Live Oak Investment Partners | – | $29.9K | 0.03% | – | – |
| Sands Capital Management, LLC | 404 | $31.9K | 0.00% | −9−2.2% | Reduced |
| FSA Wealth Management LLC | 400 | $32.0K | 0.02% | +400 | New |
| Motco | 416 | $32.9K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 435 | $34.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $38.0K | 0.02% | +480 | New |
| Hanson & Doremus Investment Management | 498 | $39.0K | 0.01% | −84−14.4% | Reduced |
| Colonial Trust Co | 500 | $39.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $39.5K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 500 | $39.5K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 500 | $39.5K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 527 | $41.7K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 539 | $42.6K | 0.01% | −14−2.5% | Reduced |
| Independence Bank of Kentucky | 550 | $43.5K | 0.02% | +550 | New |
| Park Place Capital Corp | 556 | $44.0K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 565 | $44.7K | 0.01% | +565 | New |
| Venturi Wealth Management, LLC | 576 | $45.5K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 594 | $47.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $47.7K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 607 | $48.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 625 | $49.0K | 0.01% | 00.0% | Unchanged |