| Sutton Wealth Advisors Inc. | 2 | $294 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $294 | 0.00% | +2 | New |
| Lee Financial Co | 3 | $441 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 3 | $441 | 0.00% | +3 | New |
| Kelly Financial Services LLC | 4 | $587 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $734 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $735 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6 | $857 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 6 | $881 | 0.00% | −1,005−99.4% | Reduced |
| Farmers & Merchants Investments Inc | 8 | $1.18K | 0.00% | +8 | New |
| Sofos Investments, Inc. | 147 | $1.18K | 0.01% | +147 | New |
| PayPay Securities Corp | 9 | $1.32K | 0.08% | −9−50.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.47K | 0.00% | −56,790−100.0% | Reduced |
| Hollencrest Capital Management | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.47K | 0.00% | +3+42.9% | Added |
| Maryland Capital Advisors Inc. | 10 | $1.47K | 0.00% | +10 | New |
| Gradient Investments LLC | 11 | $1.62K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $1.62K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $1.62K | 0.00% | +11 | New |
| Coastal Capital Group, Inc. | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 12 | $1.76K | 0.00% | −2−14.3% | Reduced |
| PFS Partners, LLC | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $1.91K | 0.00% | +13 | New |
| Psagot Value Holdings Ltd. / (Israel) | 17 | $2.00K | 0.00% | +4+30.8% | Added |
| Ogorek Anthony Joseph | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 11 | $2.00K | 0.00% | +11 | New |
| FinTrust Capital Advisors, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 14 | $2.06K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 16 | $2.35K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18 | $2.64K | 0.00% | −43−70.5% | Reduced |
| Raffa Wealth Management, LLC | 18 | $2.64K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 19 | $2.79K | 0.00% | +19 | New |
| TSFG, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $3.00K | 0.00% | +10+66.7% | Added |
| CGC Financial Services, LLC | 21 | $3.08K | 0.00% | +21 | New |
| Stone House Investment Management, LLC | 22 | $3.23K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $3.67K | 0.00% | +25 | New |
| Moser Wealth Advisors, LLC | 26 | $3.82K | 0.00% | +26 | New |
| Centerpoint Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 26 | $4.00K | 0.00% | +2+8.3% | Added |
| Gould Capital, LLC | 33 | $4.85K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 33 | $4.85K | 0.00% | +33 | New |
| HighMark Wealth Management LLC | 35 | $5.14K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 35 | $5.14K | 0.00% | +25+250.0% | Added |
| MRP Capital Investments, LLC | 35 | $5.14K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 39 | $5.73K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $5.88K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 45 | $6.61K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $6.76K | 0.00% | +46 | New |
| Highlander Capital Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $7.34K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $7.34K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 50 | $7.34K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $7.34K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $7.34K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $7.34K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 57 | $8.00K | 0.01% | +5+9.6% | Added |
| Strengthening Families & Communities, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $8.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $8.22K | 0.00% | −4−6.7% | Reduced |
| Concord Wealth Partners | 56 | $8.22K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 57 | $8.37K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 53 | $8.40K | 0.01% | +40+307.7% | Added |
| Webster Bank, N. A. | 60 | $8.81K | 0.00% | +19+46.3% | Added |
| Clearview Wealth Advisors LLC | 60 | $8.81K | 0.01% | +20+50.0% | Added |
| Front Row Advisors LLC | 60 | $9.00K | 0.00% | −15−20.0% | Reduced |
| Tradition Wealth Management, LLC | 63 | $9.00K | 0.00% | +21+50.0% | Added |
| Bogart Wealth, LLC | 64 | $9.40K | 0.00% | +50+357.1% | Added |
| Financial Freedom, LLC | 67 | $9.84K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 70 | $10.3K | 0.00% | −12−14.6% | Reduced |
| WealthPlan Investment Management, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 75 | $11.0K | 0.01% | +75 | New |
| Earnest Partners LLC | 80 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 81 | $11.9K | 0.00% | +81 | New |
| Colonial Trust Co | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 81 | $12.0K | 0.00% | +18+28.6% | Added |
| Johnson Midwest Financial, LLC | 82 | $12.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 86 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 88 | $12.9K | 0.01% | −125−58.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 91 | $13.0K | 0.00% | +91 | New |
| Quent Capital, LLC | 92 | $13.5K | 0.00% | −23−20.0% | Reduced |
| Manchester Capital Management LLC | 95 | $14.0K | 0.00% | +45+90.0% | Added |
| Grove Bank & Trust | 97 | $14.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 99 | $14.5K | 0.00% | −68−40.7% | Reduced |
| Wellington Shields Capital Management, LLC | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 102 | $15.0K | 0.00% | +1+1.0% | Added |
| Hantz Financial Services, Inc. | 102 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 105 | $15.0K | 0.00% | −1−0.9% | Reduced |
| Bartlett & Co. LLC | 110 | $16.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 110 | $16.2K | 0.00% | 00.0% | Unchanged |