| Lazard Asset Management LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Eagle Bay Advisors LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $45 | 0.00% | +1 | New |
| Semmax Financial Advisors Inc. | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 4 | $177 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $178 | 0.00% | −202−98.1% | Reduced |
| Chesapeake Asset Management LLC | 5 | $221 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 7 | $310 | 0.00% | −1−12.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 7 | $331 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 8 | $355 | 0.00% | +8 | New |
| ClariVest Asset Management LLC | 11 | $424 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $444 | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 12 | $533 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $577 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $666 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 16 | $705 | 0.00% | +16 | New |
| Aspect Partners, LLC | 16 | $710 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $798 | 0.00% | +11+157.1% | Added |
| Raffa Wealth Management, LLC | 19 | $843 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $847 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 21 | $932 | 0.00% | +21 | New |
| Financial Management Professionals, Inc. | 23 | $1.00K | 0.00% | −141−86.0% | Reduced |
| Oarsman Capital, Inc. | 25 | $1.11K | 0.00% | +25 | New |
| Baldwin Brothers Inc | 36 | $1.60K | 0.00% | +36 | New |
| Global Financial Private Client, LLC | 43 | $1.91K | 0.00% | +43 | New |
| Evermay Wealth Management LLC | 43 | $1.91K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 44 | $1.95K | 0.00% | +19+76.0% | Added |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 46 | $2.04K | 0.00% | +10+27.8% | Added |
| Thompson Investment Management, Inc. | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 53 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $2.40K | 0.00% | −13−19.4% | Reduced |
| Adirondack Trust Co | 55 | $2.44K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 56 | $2.50K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $2.66K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 61 | $2.71K | 0.00% | +57+1,425.0% | Added |
| Archer Investment Corp | 66 | $2.93K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 66 | $2.93K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 80 | $3.09K | 0.00% | 00.0% | Unchanged |
| Natixis | 70 | $3.10K | 0.00% | +70 | New |
| Abound Wealth Management | 73 | $3.24K | 0.00% | +5+7.4% | Added |
| Financial Perspectives, Inc | 82 | $3.64K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 83 | $3.69K | 0.01% | +83 | New |
| MB, Levis & Associates, LLC | 86 | $3.83K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 87 | $3.86K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 94 | $4.17K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 96 | $4.26K | 0.00% | −654−87.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 96 | $4.26K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 96 | $4.26K | 0.00% | +96 | New |
| M&R Capital Management Inc | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 104 | $4.61K | 0.00% | +10+10.6% | Added |
| Dunhill Financial, LLC | 108 | $4.79K | 0.00% | +55+103.8% | Added |
| Sunbelt Securities, Inc. | 112 | $4.97K | 0.00% | −159−58.7% | Reduced |
| Sandy Spring Bank | 112 | $4.97K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 114 | $5.06K | 0.00% | −956−89.3% | Reduced |
| Concord Wealth Partners | 120 | $5.32K | 0.00% | +100+500.0% | Added |
| Barrett & Company, Inc. | 123 | $5.46K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 133 | $5.90K | 0.00% | −19−12.5% | Reduced |
| Hemington Wealth Management | 157 | $6.00K | 0.00% | +157 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 136 | $6.06K | 0.00% | +15+12.4% | Added |
| Hobbs Group Advisors, LLC | 141 | $6.25K | 0.00% | +141 | New |
| Creative Financial Designs Inc | 143 | $6.34K | 0.00% | −13−8.3% | Reduced |
| General Partner, Inc. | 150 | $6.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 158 | $7.01K | 0.00% | +58+58.0% | Added |
| Raleigh Capital Management Inc. | 174 | $7.72K | 0.00% | +29+20.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $8.00K | 0.00% | −500−71.4% | Reduced |
| Atticus Wealth Management, LLC | 190 | $8.43K | 0.00% | −91−32.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 195 | $8.65K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $8.87K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $8.87K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $8.87K | 0.00% | +200 | New |
| Key Financial Inc | 207 | $9.18K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 208 | $9.22K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 214 | $9.49K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 215 | $9.54K | 0.00% | −3,758−94.6% | Reduced |
| Winch Advisory Services, LLC | 219 | $9.72K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 227 | $10.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 230 | $10.2K | 0.00% | +204+784.6% | Added |
| Versant Capital Management, Inc | 234 | $10.4K | 0.00% | +7+3.1% | Added |
| New England Capital Financial Advisors LLC | 243 | $10.8K | 0.01% | +2+0.8% | Added |
| Capital Advisors, Ltd. LLC | 237 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 254 | $11.3K | 0.00% | +254 | New |
| 1620 Investment Advisors, Inc. | 256 | $11.4K | 0.01% | +18+7.6% | Added |
| Old Point Trust & Financial Services N A | 263 | $11.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 274 | $12.0K | 0.00% | +34+14.2% | Added |
| First Financial Corp | 273 | $12.1K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 275 | $12.2K | 0.00% | +275 | New |
| DAGCO, Inc. | 278 | $12.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 281 | $12.5K | 0.01% | +36+14.7% | Added |
| Private Wealth Management Group, LLC | 282 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 282 | $12.5K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 285 | $12.6K | 0.01% | 00.0% | Unchanged |
| Claris Advisors, LLC | 303 | $13.4K | 0.01% | +303 | New |
| Rocky Mountain Advisers, LLC | 308 | $13.7K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 311 | $13.8K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 330 | $13.9K | 0.01% | 00.0% | Unchanged |