| VitalStone Financial, LLC | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| Comerica Bank | 112,263 | $18 | 0.00% | +112,263 | New |
| Sofos Investments, Inc. | 45 | $27 | 0.00% | +1+2.3% | Added |
| Silicon Valley Capital Partners | 1 | $30 | 0.00% | +1 | New |
| Global Trust Asset Management, LLC | 5 | $223 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $225 | 0.00% | −9−64.3% | Reduced |
| Highline Wealth Partners LLC | 6 | $268 | 0.00% | +6 | New |
| Northwest Bank & Trust Co | 10 | $446 | 0.00% | +10 | New |
| CGC Financial Services, LLC | 10 | $447 | 0.00% | +10 | New |
| Tucker Asset Management LLC | 15 | $670 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 18 | $803 | 0.00% | +18 | New |
| Global Financial Private Client, LLC | 18 | $814 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 21 | $938 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 47 | $1.00K | 0.00% | +47 | New |
| Safeguard Financial, LLC | 17 | $1.00K | 0.00% | +17 | New |
| BerganKDV Wealth Management, LLC | 24 | $1.07K | 0.00% | −151−86.3% | Reduced |
| Logan Capital Management Inc | 25 | $1.12K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 32 | $1.43K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 32 | $1.43K | 0.00% | +32 | New |
| Creative Financial Designs Inc | 35 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 36 | $1.61K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 36 | $1.61K | 0.00% | +8+28.6% | Added |
| Rise Advisors, LLC | 41 | $1.85K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 41 | $1.85K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 46 | $2.06K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 47 | $2.10K | 0.00% | +32+213.3% | Added |
| Trifecta Capital Advisors, LLC | 47 | $2.10K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 48 | $2.15K | 0.00% | +48 | New |
| Tortoise Investment Management, LLC | 52 | $2.32K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 54 | $2.41K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 58 | $2.59K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 59 | $2.64K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 59 | $2.64K | 0.00% | +7+13.5% | Added |
| Colonial Trust Advisors | 60 | $2.68K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 62 | $2.77K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 63 | $2.81K | 0.00% | −30−32.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 66 | $2.95K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 66 | $2.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 70 | $3.00K | 0.00% | +70 | New |
| Park Place Capital Corp | 68 | $3.04K | 0.00% | −37−35.2% | Reduced |
| Global Wealth Strategies & Associates | 72 | $3.22K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 72 | $3.22K | 0.00% | +72 | New |
| Red Tortoise LLC | 73 | $3.26K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 74 | $3.31K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $3.35K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 88 | $3.95K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 94 | $4.20K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 101 | $4.49K | 0.00% | +1+1.0% | Added |
| HighMark Wealth Management LLC | 107 | $4.80K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 108 | $4.83K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 121 | $5.00K | 0.00% | −137−53.1% | Reduced |
| Bogart Wealth, LLC | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 117 | $5.23K | 0.00% | −12−9.3% | Reduced |
| Tradewinds Capital Management, LLC | 120 | $5.36K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 120 | $5.37K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 124 | $5.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 126 | $5.63K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 130 | $5.81K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 134 | $5.99K | 0.00% | +134 | New |
| Caldwell Trust Co | 134 | $5.99K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $6.70K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 150 | $6.70K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 151 | $6.75K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 154 | $6.88K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 146 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 157 | $7.04K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 161 | $7.20K | 0.00% | +1+0.6% | Added |
| WealthPLAN Partners, LLC | 166 | $7.42K | 0.00% | −1,600−90.6% | Reduced |
| Mascoma Wealth Management LLC | 173 | $7.53K | 0.00% | −360−67.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 173 | $7.73K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 179 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 181 | $8.00K | 0.00% | +181 | New |
| Annapolis Financial Services, LLC | 180 | $8.04K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 187 | $8.35K | 0.00% | +78+71.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 | $8.76K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $8.94K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 200 | $8.94K | 0.00% | −41−17.0% | Reduced |
| Founders Capital Management | 200 | $8.94K | 0.01% | 00.0% | Unchanged |
| American National Bank | 200 | $8.94K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 198 | $8.94K | 0.00% | −2−1.0% | Reduced |
| GW&K Investment Management, LLC | 208 | $9.00K | 0.00% | +208 | New |
| 1832 Asset Management L.P. | 205 | $9.16K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 207 | $9.21K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 215 | $9.59K | 0.01% | +2+0.9% | Added |
| Focused Wealth Management, Inc | 221 | $9.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 218 | $10.0K | 0.00% | −23−9.5% | Reduced |
| Steward Financial Group LLC | 227 | $10.0K | 0.00% | +227 | New |
| Hartford Financial Management Inc. | 231 | $10.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 235 | $10.5K | 0.00% | +5+2.2% | Added |
| Core Alternative Capital | 236 | $10.5K | 0.00% | +20+9.3% | Added |
| Mendota Financial Group, LLC | 250 | $11.2K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 260 | $11.6K | 0.01% | +260 | New |
| Addison Advisors LLC | 261 | $11.7K | 0.01% | +47+22.0% | Added |
| Hanson & Doremus Investment Management | 275 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 279 | $12.5K | 0.00% | +13+4.9% | Added |
| Field & Main Bank | 300 | $13.4K | 0.01% | −400−57.1% | Reduced |