| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 1 | $136 | 0.00% | −1−50.0% | Reduced |
| Valued Wealth Advisors LLC | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 31,951 | $339 | 0.02% | +31,951 | New |
| Global Financial Private Client, LLC | 6 | $566 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 6 | $573 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $669 | 0.00% | +3+75.0% | Added |
| Breakwater Investment Management | 8 | $765 | 0.00% | +8 | New |
| Caldwell Sutter Capital, Inc. | 9 | $860 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $956 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $956 | 0.00% | +1+11.1% | Added |
| NVWM, LLC | 11 | $1.05K | 0.00% | +11 | New |
| Aspect Partners, LLC | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.15K | 0.00% | +1+9.1% | Added |
| Quest Partners LLC | 14 | $1.34K | 0.00% | −12,538−99.9% | Reduced |
| Sachetta, LLC | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 17 | $1.63K | 0.00% | −310−94.8% | Reduced |
| Byrne Asset Management LLC | 17 | $1.63K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 17 | $1.63K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $1.82K | 0.00% | +1+5.6% | Added |
| Cetera Trust Company, N.A | 20 | $1.91K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 21 | $2.01K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 21 | $2.01K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 21 | $2.01K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 21 | $2.01K | 0.00% | +21 | New |
| Evermay Wealth Management LLC | 22 | $2.10K | 0.00% | −81−78.6% | Reduced |
| Larson Financial Group LLC | 24 | $2.29K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 27 | $2.58K | 0.00% | +27 | New |
| Creekmur Asset Management LLC | 28 | $2.67K | 0.00% | +4+16.7% | Added |
| Sound Income Strategies, LLC | 29 | $2.77K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 30 | $2.87K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 30 | $2.87K | 0.00% | +30 | New |
| Coston, McIsaac & Partners | 36 | $3.00K | 0.00% | −12−25.0% | Reduced |
| Rosenberg Matthew Hamilton | 32 | $3.02K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 33 | $3.15K | 0.00% | +33 | New |
| Beacon Capital Management, LLC | 35 | $3.35K | 0.00% | +23+191.7% | Added |
| State of Wyoming | 36 | $3.44K | 0.00% | −1,270−97.2% | Reduced |
| Retirement Group, LLC | 36 | $3.44K | 0.00% | −10−21.7% | Reduced |
| Fairman Group, LLC | 36 | $3.44K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 38 | $3.63K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 38 | $3.63K | 0.00% | +3+8.6% | Added |
| Penserra Capital Management LLC | 48 | $4.00K | 0.00% | −2,757−98.3% | Reduced |
| Atlas Capital Advisors LLC | 45 | $4.30K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $4.30K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 46 | $4.40K | 0.01% | −8−14.8% | Reduced |
| Spotlight Asset Group, Inc. | 46 | $4.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 47 | $4.45K | 0.00% | +8+20.5% | Added |
| Wolff Wiese Magana LLC | 50 | $4.78K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 50 | $4.78K | 0.00% | +50 | New |
| Gradient Investments LLC | 51 | $4.87K | 0.00% | −584−92.0% | Reduced |
| Anfield Capital Management, LLC | 51 | $4.87K | 0.00% | +51 | New |
| Hanson & Doremus Investment Management | 51 | $5.00K | 0.00% | +51 | New |
| Lummis Asset Management, LP | 53 | $5.07K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 55 | $5.26K | 0.00% | +11+25.0% | Added |
| Halpern Financial, Inc. | 57 | $5.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 56 | $5.35K | 0.00% | +30+115.4% | Added |
| Global Wealth Strategies & Associates | 60 | $5.73K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 60 | $5.73K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 62 | $5.92K | 0.00% | −216−77.7% | Reduced |
| Financial Perspectives, Inc | 62 | $5.92K | 0.00% | −67−51.9% | Reduced |
| WR Wealth Planners, LLC | 62 | $5.92K | 0.00% | +62 | New |
| Ancora Advisors, LLC | 62 | $5.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 56 | $6.00K | 0.00% | +11+24.4% | Added |
| Laurel Wealth Advisors LLC | 69 | $6.59K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 70 | $6.69K | 0.00% | +70 | New |
| Capital Analysts, LLC | 69 | $7.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 75 | $7.17K | 0.00% | −195−72.2% | Reduced |
| Solstein Capital, LLC | 77 | $7.36K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 82 | $8.00K | 0.00% | +28+51.9% | Added |
| Armstrong Advisory Group, Inc | 114 | $8.69K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 94 | $8.86K | 0.02% | −661−87.5% | Reduced |
| Motco | 94 | $8.98K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 94 | $8.98K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 95 | $9.08K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 99 | $9.46K | 0.00% | −55−35.7% | Reduced |
| Field & Main Bank | 100 | $9.55K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 105 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 109 | $10.4K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 110 | $10.5K | 0.00% | +80+266.7% | Added |
| Register Financial Advisors LLC | 110 | $10.5K | 0.01% | +110 | New |
| NBC Securities, Inc. | 119 | $11.0K | 0.00% | −99−45.4% | Reduced |
| Abound Wealth Management | 116 | $11.1K | 0.00% | +1+0.9% | Added |
| Fortis Group Advisors, LLC | 120 | $11.5K | 0.00% | −120−50.0% | Reduced |
| Winch Advisory Services, LLC | 120 | $11.5K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 125 | $11.9K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 126 | $12.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 129 | $12.3K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 135 | $12.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 141 | $13.0K | 0.01% | −564−80.0% | Reduced |
| Kelly Financial Services LLC | 137 | $13.1K | 0.01% | +125+1,041.7% | Added |
| LRI Investments, LLC | 138 | $13.2K | 0.00% | +138 | New |
| Abich Financial Wealth Management LLC | 142 | $13.6K | 0.01% | +23+19.3% | Added |
| Northwest Investment Counselors, LLC | 142 | $13.6K | 0.00% | +142 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $14.0K | 0.01% | −36−19.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 148 | $14.1K | 0.00% | +15+11.3% | Added |
| Fernwood Investment Management, LLC | 150 | $14.3K | 0.00% | +150 | New |
| Meeder Asset Management Inc | 154 | $14.7K | 0.00% | +154 | New |
| Red Tortoise LLC | 155 | $14.8K | 0.01% | +74+91.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 156 | $14.9K | 0.00% | +146+1,460.0% | Added |