| Darwin Advisors, LLC | 0 | $3 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $64 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $129 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $129 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 4 | $258 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 5 | $322 | 0.00% | −1,546−99.7% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $387 | 0.00% | −5−45.5% | Reduced |
| NBT Bank N A | 6 | $387 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $387 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $451 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8 | $516 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $516 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 9 | $635 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 10 | $645 | 0.00% | −3−23.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 11 | $714 | 0.00% | +3+37.5% | Added |
| Financial Management Professionals, Inc. | 11 | $715 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $773 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $838 | 0.00% | +8+160.0% | Added |
| Advocate Investing Services LLC | 14 | $902 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $902 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 15 | $967 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $1.03K | 0.00% | −46−74.2% | Reduced |
| Action Point Financial Planning, LLC | 18 | $1.03K | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 17 | $1.10K | 0.00% | −49−74.2% | Reduced |
| Tounjian Advisory Partners, LLC | 19 | $1.24K | 0.00% | +19 | New |
| Motco | 21 | $1.35K | 0.00% | +5+31.3% | Added |
| Retirement Wealth Solutions LLC | 21 | $1.35K | 0.00% | −19−47.5% | Reduced |
| West Paces Advisors Inc. | 24 | $1.55K | 0.00% | +24 | New |
| Kilter Group LLC | 24 | $1.55K | 0.00% | +24 | New |
| Synergy Investment Management, LLC | 25 | $1.61K | 0.00% | +25 | New |
| South State Corp. | 25 | $1.61K | 0.00% | −19−43.2% | Reduced |
| First Horizon Corp | 26 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 27 | $1.74K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 27 | $1.74K | 0.00% | +27 | New |
| Financial Consulate, Inc | 27 | $1.74K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 28 | $1.80K | 0.00% | +28 | New |
| Ancora Advisors, LLC | 32 | $2.06K | 0.00% | −490−93.9% | Reduced |
| Granite FO LLC | 32 | $2.06K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 32 | $2.06K | 0.00% | −64−66.7% | Reduced |
| Rialto Wealth Management, LLC | 32 | $2.06K | 0.00% | +16+100.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33 | $2.13K | 0.00% | −8−19.5% | Reduced |
| North Star Investment Management Corp. | 37 | $2.38K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 41 | $2.67K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 41 | $2.67K | 0.00% | +19+86.4% | Added |
| CX Institutional | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 56 | $3.00K | 0.00% | +17+43.6% | Added |
| Truvestments Capital LLC | 47 | $3.03K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 47 | $3.03K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 55 | $3.54K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 55 | $3.54K | 0.00% | +24+77.4% | Added |
| Allied Private Wealth LLC | 56 | $3.57K | 0.00% | +56 | New |
| Basecamp Wealth Advisors LLC | 56 | $3.61K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 57 | $3.67K | 0.00% | +32+128.0% | Added |
| Creative Financial Designs Inc | 62 | $4.00K | 0.00% | −62−50.0% | Reduced |
| Signature Equity Partners, LLC | 64 | $4.14K | 0.00% | −1−1.5% | Reduced |
| Cornerstone Planning Group LLC | 63 | $4.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 69 | $4.45K | 0.00% | +46+200.0% | Added |
| Bartlett & Co. Wealth Management LLC | 69 | $4.48K | 0.00% | −2−2.8% | Reduced |
| Manning & Napier Advisors LLC | 74 | $4.79K | 0.00% | +74 | New |
| Harbour Investments, Inc. | 76 | $4.88K | 0.00% | −40−34.5% | Reduced |
| IFG Advisory, LLC | 84 | $5.41K | 0.00% | +84 | New |
| Whittier Trust Co of Nevada Inc | 87 | $5.69K | 0.00% | +12+16.0% | Added |
| Owl Creek Wealth Partners LLC | 90 | $5.80K | 0.00% | +15+20.0% | Added |
| Ares Financial Consulting, LLC | 91 | $5.87K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 92 | $5.98K | 0.00% | −177−65.8% | Reduced |
| Continuum Advisory, LLC | 93 | $5.99K | 0.00% | +93 | New |
| Covestor Ltd | 100 | $6.00K | 0.00% | +1+1.0% | Added |
| Medallion Wealth Advisors, LLC | 94 | $6.06K | 0.00% | +2+2.2% | Added |
| Cape Investment Advisory, Inc. | 102 | $6.57K | 0.00% | +102 | New |
| Bare Financial Services, Inc | 106 | $6.83K | 0.00% | +69+186.5% | Added |
| Rossby Financial, LCC | 112 | $7.22K | 0.00% | +19+20.4% | Added |
| Montag A & Associates Inc | 124 | $8.05K | 0.00% | +50+67.6% | Added |
| Private Trust Co NA | 125 | $8.06K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 131 | $8.44K | 0.00% | +131 | New |
| Farmers & Merchants Investments Inc | 167 | $10.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 171 | $11.0K | 0.00% | +171 | New |
| Costello Asset Management, INC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 241 | $15.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 242 | $15.6K | 0.00% | +78+47.6% | Added |
| Dogwood Wealth Management LLC | 248 | $16.0K | 0.01% | +175+239.7% | Added |
| Pin Oak Investment Advisors Inc | 268 | $17.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 274 | $17.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 295 | $19.0K | 0.00% | −75−20.3% | Reduced |
| SJS Investment Consulting Inc. | 303 | $19.5K | 0.00% | +303 | New |
| Simplex Trading, LLC | 322 | $20.8K | 0.00% | +123+61.8% | Added |
| Essential Partners LLC | 361 | $23.3K | 0.01% | +351+3,510.0% | Added |
| Smartleaf Asset Management LLC | 364 | $23.5K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 379 | $24.4K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 382 | $24.6K | 0.02% | 00.0% | Unchanged |
| Stance Capital LLC | 388 | $25.0K | 0.01% | +388 | New |
| Parkside Financial Bank & Trust | 415 | $26.7K | 0.00% | +232+126.8% | Added |
| GoalVest Advisory LLC | 416 | $26.8K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 419 | $27.0K | 0.03% | +4+1.0% | Added |
| Geneos Wealth Management Inc. | 450 | $29.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 453 | $29.2K | 0.01% | +442+4,018.2% | Added |
| Massmutual Trust Co FSB | 477 | $30.7K | 0.00% | −171−26.4% | Reduced |