| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | −90−91.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10 | $0 | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $254 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 10 | $254 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 10 | $254 | 0.00% | +10 | New |
| Bellwether Advisors, LLC | 10 | $254 | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 11 | $279 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 15 | $381 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $381 | 0.00% | +15 | New |
| DecisionPoint Financial, LLC | 16 | $402 | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 16 | $406 | 0.00% | −92−85.2% | Reduced |
| Stephens Consulting, LLC | 17 | $432 | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 19 | $483 | 0.00% | +19 | New |
| S&T Bank | 20 | $508 | 0.00% | −24−54.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $558 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 24 | $609 | 0.00% | +24 | New |
| Activest Wealth Management | 26 | $660 | 0.00% | −210−89.0% | Reduced |
| Dunhill Financial, LLC | 26 | $680 | 0.00% | −119−82.1% | Reduced |
| Optiver Holding B.V. | 27 | $685 | 0.00% | −648−96.0% | Reduced |
| Principia Wealth Advisory, LLC | 28 | $711 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 34 | $863 | 0.00% | +20+142.9% | Added |
| NVWM, LLC | 35 | $888 | 0.00% | −5−12.5% | Reduced |
| Raffa Wealth Management, LLC | 36 | $914 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 36 | $914 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 37 | $939 | 0.00% | −2−5.1% | Reduced |
| Founders Capital Management | 39 | $988 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 63 | $1.00K | 0.00% | −15,582−99.6% | Reduced |
| Ogorek Anthony Joseph | 66 | $1.00K | 0.00% | −44−40.0% | Reduced |
| Valley National Advisers Inc | 68 | $1.00K | 0.00% | −3−4.2% | Reduced |
| Avion Wealth | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $1.01K | 0.00% | +13+48.1% | Added |
| Garde Capital, Inc. | 40 | $1.02K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 40 | $1.02K | 0.00% | +5+14.3% | Added |
| Orion Capital Management LLC | 41 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 42 | $1.06K | 0.00% | +26+162.5% | Added |
| Binnacle Investments Inc | 47 | $1.19K | 0.00% | +14+42.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 49 | $1.24K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $1.25K | 0.00% | +50 | New |
| JNBA Financial Advisors | 54 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 56 | $1.43K | 0.00% | +19+51.4% | Added |
| TFC Financial Management | 57 | $1.46K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 58 | $1.47K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 70 | $1.78K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $1.88K | 0.00% | +60+428.6% | Added |
| Smithfield Trust Co | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 79 | $2.00K | 0.00% | −93−54.1% | Reduced |
| Trifecta Capital Advisors, LLC | 86 | $2.18K | 0.00% | +86 | New |
| WPG Advisers, LLC | 87 | $2.21K | 0.00% | −10−10.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 87 | $2.21K | 0.00% | −2−2.2% | Reduced |
| Abound Wealth Management | 88 | $2.24K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 91 | $2.31K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 92 | $2.33K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 93 | $2.36K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 99 | $2.51K | 0.00% | +99 | New |
| Toth Financial Advisory Corp | 100 | $2.54K | 0.00% | −30,350−99.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 100 | $2.54K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 102 | $2.58K | 0.00% | +1+1.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 104 | $2.64K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 108 | $2.74K | 0.00% | +108 | New |
| Prestige Wealth Management Group LLC | 111 | $2.82K | 0.00% | +26+30.6% | Added |
| Asset Dedication, LLC | 116 | $2.94K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 117 | $2.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 133 | $3.00K | 0.00% | +133 | New |
| Key Financial Inc | 120 | $3.05K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 114 | $3.29K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 131 | $3.33K | 0.00% | +67+104.7% | Added |
| Sierra Ocean, LLC | 132 | $3.37K | 0.00% | −152−53.5% | Reduced |
| Retirement Wealth Solutions LLC | 142 | $3.61K | 0.00% | +1+0.7% | Added |
| NewSquare Capital LLC | 151 | $3.83K | 0.00% | −338−69.1% | Reduced |
| Roble, Belko & Company, Inc | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 159 | $4.04K | 0.00% | +159 | New |
| Tidemark, LLC | 164 | $4.16K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 176 | $4.42K | 0.00% | −51−22.5% | Reduced |
| Whipplewood Advisors, LLC | 188 | $4.77K | 0.00% | +125+198.4% | Added |
| Valued Wealth Advisors LLC | 194 | $4.92K | 0.00% | −18−8.5% | Reduced |
| PrairieView Partners, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $5.08K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 200 | $5.08K | 0.00% | +200 | New |
| Newbridge Financial Services Group, Inc. | 200 | $5.08K | 0.00% | +200 | New |
| Alerus Financial NA | 208 | $5.28K | 0.00% | +208 | New |
| Cape Investment Advisory, Inc. | 219 | $5.56K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 221 | $5.61K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 222 | $5.63K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 227 | $5.76K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 232 | $5.89K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 233 | $5.92K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 257 | $6.52K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 260 | $6.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 267 | $6.78K | 0.00% | −192−41.8% | Reduced |
| Cornerstone Planning Group LLC | 281 | $6.83K | 0.00% | −590−67.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 285 | $6.83K | 0.00% | +285 | New |
| Park Square Financial Group, LLC | 277 | $7.03K | 0.01% | −288−51.0% | Reduced |
| Creekmur Asset Management LLC | 280 | $7.10K | 0.00% | +2+0.7% | Added |
| CVA Family Office, LLC | 281 | $7.13K | 0.00% | −325−53.6% | Reduced |
| Cedar Mountain Advisors, LLC | 281 | $7.13K | 0.00% | +281 | New |
| Compass Financial Services Inc | 300 | $7.61K | 0.00% | +300 | New |
| Financial Gravity Companies, Inc. | 301 | $7.64K | 0.00% | +301 | New |