| New Millennium Group LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 19 | $605 | 0.00% | +5+35.7% | Added |
| SWAN Capital LLC | 25 | $788 | 0.00% | +25 | New |
| MB, Levis & Associates, LLC | 25 | $788 | 0.00% | +25 | New |
| Bogart Wealth, LLC | 31 | $977 | 0.00% | +31 | New |
| IAG Wealth Partners, LLC | 31 | $977 | 0.00% | +31 | New |
| Hughes Financial Services, LLC | 52 | $1.40K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 46 | $1.45K | 0.00% | +21+84.0% | Added |
| Assetmark, Inc | 48 | $1.51K | 0.00% | +48 | New |
| Anchor Investment Management, LLC | 55 | $1.73K | 0.00% | +55 | New |
| Quaker Wealth Management, LLC | 62 | $1.95K | 0.00% | +62 | New |
| JPMorgan Chase & Co | 66 | $2.08K | 0.00% | −45−40.5% | Reduced |
| Vermillion Wealth Management, Inc. | 67 | $2.11K | 0.00% | +67 | New |
| Trust Co of Toledo NA | 70 | $2.21K | 0.00% | +70 | New |
| West Oak Capital, LLC | 87 | $2.70K | 0.00% | +87 | New |
| Private Trust Co NA | 86 | $2.71K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 90 | $2.84K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 92 | $2.90K | 0.00% | +92 | New |
| Anfield Capital Management, LLC | 99 | $3.12K | 0.00% | +99 | New |
| Harbor Investment Advisory, LLC | 100 | $3.15K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $3.15K | 0.00% | +100 | New |
| Shengqi Capital (Hong Kong) Ltd | 100 | $3.15K | 9.54% | +100 | New |
| Atlantic Trust, LLC | 155 | $4.88K | 0.00% | +155 | New |
| Hartford Financial Management Inc. | 155 | $4.88K | 0.00% | +90+138.5% | Added |
| Tidemark, LLC | 198 | $6.24K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 200 | $6.30K | 0.00% | +200 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 208 | $6.55K | 0.00% | −47−18.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 200 | $6.56K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 215 | $6.78K | 0.00% | +215 | New |
| Northwestern Mutual Wealth Management Co | 217 | $6.84K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 220 | $6.93K | 0.00% | +220 | New |
| Roble, Belko & Company, Inc | 235 | $7.00K | 0.00% | +235 | New |
| GPS Wealth Strategies Group, LLC | 250 | $7.88K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 250 | $7.88K | 0.00% | +250 | New |
| Stone House Investment Management, LLC | 295 | $9.29K | 0.00% | +295 | New |
| Central Trust Co | 295 | $9.30K | 0.00% | +295 | New |
| Glass Jacobson Investment Advisors llc | 300 | $9.45K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 300 | $9.45K | 0.00% | +300 | New |
| Berbice Capital Management LLC | 300 | $9.45K | 0.01% | +300 | New |
| Deane Retirement Strategies, Inc. | 336 | $10.6K | 0.00% | +336 | New |
| Comerica Bank | 338 | $10.7K | 0.00% | −143−29.7% | Reduced |
| Silicon Valley Capital Partners | 349 | $11.0K | 0.00% | +349 | New |
| MPWM Advisory Solutions, LLC | 364 | $11.5K | 0.01% | +364 | New |
| Root Financial Partners, LLC | 369 | $11.6K | 0.00% | +369 | New |
| HM Payson & Co | 400 | $12.6K | 0.00% | +400 | New |
| Optimum Investment Advisors | 400 | $12.6K | 0.01% | +400 | New |
| Financial Management Professionals, Inc. | 500 | $15.8K | 0.00% | +400+400.0% | Added |
| High Note Wealth, LLC | 550 | $17.3K | 0.00% | +200+57.1% | Added |
| LFA - Lugano Financial Advisors SA | 550 | $17.3K | 0.01% | +550 | New |
| Valeo Financial Advisors, LLC | 573 | $18.1K | 0.00% | +573 | New |
| BFSG, LLC | 605 | $19.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Inc | 16,000 | $20.5K | 0.00% | −1,500−8.6% | Reduced |
| Cedar Wealth Management, LLC | 665 | $21.0K | 0.01% | +665 | New |
| Kerr Financial Planning Corp | 900 | $21.2K | 0.03% | +900 | New |
| Financial Life Planners | 684 | $21.6K | 0.01% | +684 | New |
| Cherry Tree Wealth Management, LLC | 693 | $21.8K | 0.00% | +693 | New |
| DAGCO, Inc. | 707 | $22.3K | 0.01% | +258+57.5% | Added |
| Coston, McIsaac & Partners | 750 | $23.0K | 0.01% | +750 | New |
| Osterweis Capital Management Inc | – | $23.2K | 0.00% | – | New |
| Kilter Group LLC | 750 | $23.6K | 0.01% | 00.0% | Unchanged |
| Saranac Partners Ltd | 750 | $23.8K | 0.00% | +750 | New |
| Parkside Financial Bank & Trust | 755 | $23.8K | 0.00% | +55+7.9% | Added |
| Principia Wealth Advisory, LLC | 810 | $25.5K | 0.02% | +810 | New |
| Private Wealth Management Group, LLC | 829 | $26.1K | 0.01% | +829 | New |
| Atlantic Union Bankshares Corp | 835 | $26.3K | 0.00% | +835 | New |
| Activest Wealth Management | 864 | $27.2K | 0.01% | +619+252.7% | Added |
| Provenance Wealth Advisors, LLC | 873 | $27.5K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 953 | $30.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 975 | $30.7K | 0.01% | +975 | New |
| Highline Wealth Partners LLC | 1,000 | $31.5K | 0.01% | +250+33.3% | Added |
| Toth Financial Advisory Corp | 1,000 | $31.5K | 0.00% | +1,000 | New |
| Hoey Investments, Inc | 1,000 | $31.5K | 0.00% | +1,000 | New |
| Noble Wealth Management PBC | 1,000 | $31.5K | 0.02% | +1,000 | New |
| Ancora Advisors, LLC | 1,148 | $36.2K | 0.00% | +1,148 | New |
| Sound Income Strategies, LLC | 1,209 | $39.7K | 0.00% | +1,209 | New |
| Avalon Trust Co | 1,300 | $41.0K | 0.00% | +1,300 | New |
| Boreal Capital Management LLC | 1,350 | $42.5K | 0.03% | +1,350 | New |
| Hurley Capital, LLC | 1,428 | $45.0K | 0.03% | +1,143+401.1% | Added |
| JNBA Financial Advisors | 1,615 | $50.9K | 0.00% | +1,615 | New |
| SRS Capital Advisors, Inc. | 1,679 | $52.9K | 0.00% | +1,441+605.5% | Added |
| Marathon Trading Investment Management LLC | 1,818 | $57.3K | 0.02% | +1,818 | New |
| Dakota Community Bank & Trust NA | 1,850 | $58.3K | 0.23% | +1,850 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,035 | $64.1K | 0.00% | +801+64.9% | Added |
| SJS Investment Consulting Inc. | 2,116 | $66.7K | 0.01% | +1,727+444.0% | Added |
| Whittier Trust Co | 1,950 | $66.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,225 | $70.1K | 0.01% | +2,225 | New |
| Spire Wealth Management | 2,246 | $70.8K | 0.00% | +655+41.2% | Added |
| CIBC Private Wealth Group, LLC | 2,619 | $82.5K | 0.00% | +2,048+358.7% | Added |
| FWL Investment Management, LLC | 2,800 | $88.2K | 0.02% | +2,800 | New |
| AdvisorNet Financial, Inc | 2,870 | $90.4K | 0.01% | +2,870 | New |
| NBC Securities, Inc. | 2,926 | $92.2K | 0.01% | +2,556+690.8% | Added |
| Richard W. Paul & Associates, LLC | 2,952 | $93.0K | 0.03% | −272−8.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,040 | $95.8K | 0.03% | +3,040 | New |
| Reyes Financial Architecture, Inc. | 3,148 | $99.2K | 0.07% | +3,148 | New |
| Accredited Wealth Management, LLC | 17,844 | $101.6K | 0.08% | +17,844 | New |
| Ball & Co Wealth Management Inc. | 3,317 | $104.0K | 0.07% | +3,317 | New |
| Nemes Rush Group LLC | 3,352 | $105.6K | 0.01% | +3,352 | New |
| Salem Investment Counselors Inc | 3,375 | $106.3K | 0.00% | +3,375 | New |
| St Germain D J Co Inc | 3,550 | $111.9K | 0.00% | +3,550 | New |
| Wolff Wiese Magana LLC | 3,656 | $115.2K | 0.07% | +2,379+186.3% | Added |