| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 1 | $106 | 0.00% | −900−99.9% | Reduced |
| Planning Capital Management Corp | 2 | $212 | 0.00% | +2 | New |
| Global Assets Advisory, LLC | 24,300 | $232 | 0.01% | +24,300 | New |
| WestEnd Advisors, LLC | 3 | $317 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $423 | 0.00% | +4 | New |
| VisionPoint Advisory Group, LLC | 5 | $528 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $529 | 0.00% | +2+66.7% | Added |
| Delos Wealth Advisors, LLC | 5 | $529 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 6 | $629 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $634 | 0.00% | −21−77.8% | Reduced |
| Indiana Trust & Investment Management CO | 9 | $951 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $952 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −962−98.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 9 | $1.00K | 0.00% | +9 | New |
| Custom Portfolio Group LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.27K | 0.00% | +2+20.0% | Added |
| Geneos Wealth Management Inc. | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $1.48K | 0.00% | +1+7.7% | Added |
| Laurel Wealth Advisors LLC | 14 | $1.48K | 0.00% | +14 | New |
| JJJ Advisors Inc. | 15 | $1.59K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $1.68K | 0.00% | +3+23.1% | Added |
| Versant Capital Management, Inc | 17 | $1.80K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 18 | $1.90K | 0.00% | +18 | New |
| Avion Wealth | 17 | $2.00K | 0.00% | −5−22.7% | Reduced |
| Northwest Investment Counselors, LLC | 20 | $2.11K | 0.00% | +20 | New |
| Cherry Tree Wealth Management, LLC | 22 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $2.33K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 22 | $2.33K | 0.00% | +22 | New |
| HighMark Wealth Management LLC | 22 | $2.35K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 24 | $2.54K | 0.00% | +10+71.4% | Added |
| WealthCollab, LLC | 26 | $2.75K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 28 | $2.96K | 0.00% | +28 | New |
| Westend Capital Management, LLC | 29 | $3.06K | 0.00% | +29 | New |
| Private Wealth Management Group, LLC | 32 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 33 | $3.49K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 33 | $3.49K | 0.00% | +33 | New |
| LRI Investments, LLC | 33 | $3.49K | 0.00% | +33 | New |
| Aspect Partners, LLC | 34 | $3.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $3.67K | 0.00% | +6+21.4% | Added |
| Red Tortoise LLC | 37 | $3.91K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $4.12K | 0.00% | +19+95.0% | Added |
| DT Investment Partners, LLC | 40 | $4.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $4.44K | 0.00% | −47−52.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $4.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 48 | $5.09K | 0.00% | −4−7.7% | Reduced |
| NewSquare Capital LLC | 52 | $5.50K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 55 | $5.81K | 0.00% | +55 | New |
| Ritter Daniher Financial Advisory LLC | 55 | $5.81K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $6.00K | 0.00% | +3+6.0% | Added |
| Cutler Group LP | 59 | $6.00K | 0.00% | +59 | New |
| Hollencrest Capital Management | 57 | $6.02K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 58 | $6.07K | 0.01% | −359−86.1% | Reduced |
| FSA Wealth Management LLC | 62 | $6.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $6.66K | 0.00% | −5−7.4% | Reduced |
| ICA Group Wealth Management, LLC | 64 | $6.76K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 65 | $6.87K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 66 | $6.97K | 0.00% | −143−68.4% | Reduced |
| Prestige Wealth Management Group LLC | 69 | $7.29K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 71 | $7.50K | 0.00% | +46+184.0% | Added |
| Criterion Capital Advisors, LLC | 72 | $7.61K | 0.01% | −28−28.0% | Reduced |
| Grayhawk Investment Strategies Inc. | 72 | $7.61K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 76 | $8.04K | 0.00% | −42−35.6% | Reduced |
| Harbor Investment Advisory, LLC | 83 | $8.77K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 83 | $8.77K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 83 | $8.77K | 0.00% | +25+43.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 86 | $9.12K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 90 | $9.51K | 0.01% | +21+30.4% | Added |
| HBC Financial Services, PLLC | 102 | $10.0K | 0.01% | +1+1.0% | Added |
| Main Street Group, LTD | 100 | $10.5K | 0.00% | +100 | New |
| North Star Investment Management Corp. | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 100 | $10.6K | 0.00% | +100 | New |
| Global Trust Asset Management, LLC | 100 | $10.6K | 0.00% | +100 | New |
| Grove Bank & Trust | 103 | $10.9K | 0.00% | −4,532−97.8% | Reduced |
| GW&K Investment Management, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 106 | $11.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 108 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 113 | $11.9K | 0.01% | −39−25.7% | Reduced |
| Rise Advisors, LLC | 115 | $12.2K | 0.01% | +115 | New |
| Manchester Capital Management LLC | 118 | $12.5K | 0.00% | −35−22.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 125 | $13.0K | 0.01% | +6+5.0% | Added |
| Richard W. Paul & Associates, LLC | 123 | $13.0K | 0.01% | −2−1.6% | Reduced |
| PFS Partners, LLC | 125 | $13.2K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 125 | $13.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 126 | $13.3K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 126 | $13.3K | 0.01% | +126 | New |
| Valley National Advisers Inc | 151 | $15.0K | 0.00% | −30−16.6% | Reduced |
| Farmers & Merchants Investments Inc | 142 | $15.0K | 0.00% | −75−34.6% | Reduced |
| American National Bank | 143 | $15.1K | 0.00% | +129+921.4% | Added |
| Washington Trust Co | 145 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $15.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 147 | $16.0K | 0.01% | −102−41.0% | Reduced |
| Operose Advisors LLC | 160 | $16.9K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 160 | $16.9K | 0.00% | +160 | New |
| FSC Wealth Advisors, LLC | 161 | $17.0K | 0.01% | −1−0.6% | Reduced |
| Pingora Partners LLC | 170 | $18.0K | 0.01% | +170 | New |
| Sandy Spring Bank | 179 | $18.9K | 0.00% | 00.0% | Unchanged |