| West Branch Capital LLC | 0 | $36 | 0.00% | 0 | New |
| PSI Advisors, LLC | 2 | $171 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 10 | $855 | 0.00% | +10 | New |
| Kimelman & Baird, LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 14 | $1.15K | 0.00% | +7+100.0% | Added |
| Pathway Financial Advisers, LLC | 103,195 | $1.21K | 0.00% | +101,989+8,456.8% | Added |
| JNBA Financial Advisors | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 21 | $1.80K | 0.00% | −535−96.2% | Reduced |
| Raffa Wealth Management, LLC | 23 | $1.97K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $2.14K | 0.00% | +25 | New |
| Investors Research Corp | 26 | $2.22K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $2.40K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 30 | $2.57K | 0.00% | +30 | New |
| Frazier Financial Advisors, LLC | 31 | $2.65K | 0.00% | −49−61.3% | Reduced |
| Coppell Advisory Solutions LLC | 32 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $2.82K | 0.00% | −4−10.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 38 | $3.25K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 43 | $3.68K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $3.85K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 50 | $4.28K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $4.29K | 0.00% | +24+92.3% | Added |
| Highline Wealth Partners LLC | 58 | $4.96K | 0.00% | +31+114.8% | Added |
| Johnson Financial Group, Inc. | 59 | $5.06K | 0.00% | +59 | New |
| Carolinas Wealth Consulting LLC | 64 | $5.44K | 0.00% | +5+8.5% | Added |
| Hazlett, Burt & Watson, Inc. | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 78 | $6.00K | 0.00% | +3+4.0% | Added |
| Reston Wealth Management LLC | 80 | $6.84K | 0.00% | +80 | New |
| Coston, McIsaac & Partners | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 83 | $7.10K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 83 | $7.13K | 0.00% | +33+66.0% | Added |
| Nemes Rush Group LLC | 85 | $7.49K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 100 | $7.71K | 0.00% | +100 | New |
| Stephenson National Bank & Trust | 92 | $7.87K | 0.00% | +92 | New |
| Eagle Bay Advisors LLC | 94 | $8.04K | 0.00% | −31−24.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 100 | $8.58K | 0.00% | +100 | New |
| Cherry Tree Wealth Management, LLC | 105 | $8.98K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 108 | $9.24K | 0.00% | +108 | New |
| Pflug Koory, LLC | 115 | $9.84K | 0.00% | +115 | New |
| Talon Private Wealth, LLC | 119 | $10.2K | 0.00% | +119 | New |
| Cape Investment Advisory, Inc. | 122 | $10.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 128 | $10.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 141 | $11.0K | 0.00% | +3+2.2% | Added |
| Bell Investment Advisors, Inc | 134 | $11.5K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 138 | $11.8K | 0.00% | +138 | New |
| Farmers & Merchants Investments Inc | 142 | $12.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 143 | $12.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 150 | $12.8K | 0.00% | +41+37.6% | Added |
| Stone House Investment Management, LLC | 159 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 167 | $14.3K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 185 | $15.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 206 | $15.6K | 0.00% | +35+20.5% | Added |
| Versant Capital Management, Inc | 184 | $15.8K | 0.00% | +121+192.1% | Added |
| Sugarloaf Wealth Management, LLC | 188 | $16.1K | 0.00% | +188 | New |
| Fortitude Family Office, LLC | 205 | $17.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 213 | $18.0K | 0.00% | +99+86.8% | Added |
| Resources Management Corp | 225 | $19.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 241 | $20.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 234 | $20.0K | 0.01% | +81+52.9% | Added |
| Bank & Trust Co | 242 | $20.7K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 247 | $21.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 277 | $23.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 281 | $24.0K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 288 | $24.6K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 288 | $24.6K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 288 | $24.6K | 0.01% | +43+17.6% | Added |
| Dunhill Financial, LLC | 289 | $24.7K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 302 | $25.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 343 | $26.0K | 0.01% | +343 | New |
| Silicon Valley Capital Partners | 313 | $26.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 317 | $27.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 325 | $27.8K | 0.01% | +41+14.4% | Added |
| Global Financial Private Client, LLC | 345 | $29.5K | 0.01% | +337+4,212.5% | Added |
| Avion Wealth | 351 | $30.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 360 | $30.8K | 0.00% | −138−27.7% | Reduced |
| Grove Bank & Trust | 362 | $31.0K | 0.00% | +130+56.0% | Added |
| Ogorek Anthony Joseph | 375 | $32.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $32.3K | 0.03% | – | – |
| Addison Advisors LLC | 392 | $33.5K | 0.01% | +279+246.9% | Added |
| LRI Investments, LLC | 449 | $34.2K | 0.00% | +55+14.0% | Added |
| FSA Wealth Management LLC | 400 | $34.2K | 0.01% | +400 | New |
| Kayne Anderson Rudnick Investment Management LLC | 435 | $37.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 447 | $38.2K | 0.00% | +447 | New |
| Plante Moran Financial Advisors, LLC | 465 | $39.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 469 | $40.1K | 0.00% | +138+41.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 480 | $41.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 484 | $41.4K | 0.00% | −182−27.3% | Reduced |
| Private Trust Co NA | 487 | $41.7K | 0.00% | −4−0.8% | Reduced |
| Rational Advisors LLC | 490 | $41.9K | 0.00% | −74−13.1% | Reduced |
| Kennebec Savings Bank | 496 | $42.4K | 0.04% | +496 | New |
| Anchor Investment Management, LLC | 500 | $42.8K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 500 | $42.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 500 | $42.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 500 | $42.8K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 498 | $43.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 512 | $44.0K | 0.00% | −128−20.0% | Reduced |
| Hilltop National Bank | 528 | $45.2K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 550 | $47.0K | 0.01% | −276−33.4% | Reduced |
| AlphaMark Advisors, LLC | 576 | $49.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 588 | $50.3K | 0.01% | +126+27.3% | Added |