| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Kozak & Associates, Inc. | 1 | $154 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $311 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $314 | 0.00% | −1−33.3% | Reduced |
| Caitlin John, LLC | 3 | $512 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4 | $621 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 6 | $976 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | +7 | New |
| WR Wealth Planners, LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7 | $1.09K | 0.00% | +2+40.0% | Added |
| Key Financial Inc | 7 | $1.09K | 0.00% | +7 | New |
| Logan Capital Management Inc | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 10 | $1.55K | 0.00% | −181−94.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $1.71K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $2.02K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $2.17K | 0.00% | +3+27.3% | Added |
| Financial Gravity Companies, Inc. | 14 | $2.17K | 0.00% | +14 | New |
| Global Financial Private Client, LLC | 14 | $2.17K | 0.00% | +14 | New |
| JNBA Financial Advisors | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $2.48K | 0.00% | −2−11.1% | Reduced |
| Adirondack Trust Co | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 18 | $2.79K | 0.00% | −18−50.0% | Reduced |
| Raffa Wealth Management, LLC | 18 | $2.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $2.79K | 0.00% | +2+12.5% | Added |
| VitalStone Financial, LLC | 20 | $3.10K | 0.00% | +20 | New |
| Chilton Capital Management LLC | 21 | $3.26K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 22 | $3.43K | 0.00% | +1+4.8% | Added |
| Leonteq Securities AG | 25 | $3.88K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $4.04K | 0.00% | +26 | New |
| Frazier Financial Advisors, LLC | 28 | $4.27K | 0.00% | +1+3.7% | Added |
| TFC Financial Management | 29 | $4.50K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $4.66K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 30 | $4.66K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 31 | $4.81K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 35 | $5.43K | 0.00% | +35 | New |
| Anfield Capital Management, LLC | 40 | $6.21K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 41 | $6.37K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 45 | $6.99K | 0.00% | −64−58.7% | Reduced |
| Tobam | 48 | $7.00K | 0.00% | −243−83.5% | Reduced |
| Silicon Valley Capital Partners | 45 | $7.06K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $7.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46 | $7.14K | 0.00% | +21+84.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48 | $7.58K | 0.00% | −105−68.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 50 | $7.76K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 50 | $7.76K | 0.00% | +50 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $7.76K | 0.01% | +50 | New |
| ORG Partners LLC | 50 | $7.82K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 50 | $8.00K | 0.00% | +10+25.0% | Added |
| Northwest Capital Management Inc | 52 | $8.07K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 53 | $8.23K | 0.00% | +53 | New |
| Twin Tree Management, LP | 54 | $8.38K | 0.00% | −10,314−99.5% | Reduced |
| Armstrong Advisory Group, Inc | 54 | $8.38K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $8.69K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 57 | $8.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 59 | $9.16K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 60 | $9.31K | 0.00% | +1+1.7% | Added |
| Cedar Mountain Advisors, LLC | 61 | $9.47K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 62 | $9.57K | 0.00% | +62 | New |
| JFS Wealth Advisors, LLC | 65 | $10.1K | 0.00% | +2+3.2% | Added |
| MidAtlantic Capital Management, Inc. | 67 | $10.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 67 | $10.4K | 0.00% | +41+157.7% | Added |
| Trust Co of Vermont | 68 | $10.6K | 0.00% | +23+51.1% | Added |
| Coppell Advisory Solutions LLC | 70 | $10.8K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $10.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 74 | $11.0K | 0.00% | +40+117.6% | Added |
| West Paces Advisors Inc. | 72 | $11.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 73 | $11.3K | 0.00% | −1−1.4% | Reduced |
| Game Plan Financial Advisors, LLC | 75 | $11.6K | 0.01% | +75 | New |
| Avion Wealth | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 80 | $12.4K | 0.00% | +39+95.1% | Added |
| Oakworth Capital, Inc. | 83 | $12.9K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 85 | $13.2K | 0.01% | +85 | New |
| Manchester Capital Management LLC | 87 | $13.5K | 0.00% | +18+26.1% | Added |
| Johnson Financial Group, Inc. | 88 | $13.7K | 0.00% | +15+20.5% | Added |
| Venturi Wealth Management, LLC | 90 | $14.0K | 0.00% | −30−25.0% | Reduced |
| Bruce G. Allen Investments, LLC | 94 | $14.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 102 | $15.8K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 105 | $16.4K | 0.01% | +33+45.8% | Added |
| First Horizon Advisors, Inc. | 107 | $16.7K | 0.00% | −66−38.2% | Reduced |
| Pittenger & Anderson Inc | 110 | $17.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 110 | $17.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 109 | $17.1K | 0.00% | −4−3.5% | Reduced |
| Capital Performance Advisors LLP | 111 | $17.2K | 0.01% | +111 | New |
| Abound Wealth Management | 111 | $17.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 113 | $17.5K | 0.00% | +2+1.8% | Added |
| Headlands Technologies LLC | 114 | $17.7K | 0.00% | −2,081−94.8% | Reduced |
| Ashton Thomas Securities, LLC | 114 | $17.7K | 0.00% | +114 | New |
| Pflug Koory, LLC | 115 | $17.9K | 0.01% | +115 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $19.7K | 0.00% | +3+2.4% | Added |
| DT Investment Partners, LLC | 131 | $20.3K | 0.00% | +41+45.6% | Added |
| True Wealth Design, LLC | 131 | $20.3K | 0.01% | +124+1,771.4% | Added |
| CVA Family Office, LLC | 133 | $20.6K | 0.00% | −1−0.7% | Reduced |
| Parkside Financial Bank & Trust | 134 | $20.8K | 0.00% | +1+0.8% | Added |