| Bollard Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $146 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $147 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $220 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 4 | $277 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 4 | $293 | 0.00% | −41−91.1% | Reduced |
| Transce3nd, LLC | 4 | $293 | 0.00% | −2−33.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 4 | $293 | 0.00% | +4 | New |
| Greenline Partners, LLC | 4 | $293 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $365 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $366 | 0.00% | −5−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 5 | $366 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $366 | 0.00% | +5 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $368 | 0.00% | +5 | New |
| Bullock Wealth Management Group | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $439 | 0.00% | +6 | New |
| SOA Wealth Advisors, LLC. | 6 | $446 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $585 | 0.00% | +8 | New |
| Legacy Wealth Managment, LLC | 8 | $586 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $658 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $659 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 10 | $706 | 0.00% | +3+42.9% | Added |
| Sierra Ocean, LLC | 10 | $732 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $732 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $805 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $878 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 13 | $951 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 13 | $952 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 18 | $1.32K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 18 | $1.32K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 18 | $1.32K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 19 | $1.39K | 0.00% | +19 | New |
| Raleigh Capital Management Inc. | 20 | $1.46K | 0.00% | −137−87.3% | Reduced |
| Bank of New Hampshire | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $1.61K | 0.00% | −201−89.3% | Reduced |
| Tortoise Investment Management, LLC | 23 | $1.68K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 25 | $1.83K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $1.83K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $1.83K | 0.00% | +15+150.0% | Added |
| Kozak & Associates, Inc. | 30 | $1.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | −879−96.7% | Reduced |
| Financial Management Professionals, Inc. | 28 | $2.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $2.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $2.12K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 30 | $2.19K | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $2.34K | 0.00% | +1+3.2% | Added |
| Abound Wealth Management | 36 | $2.63K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 40 | $2.76K | 0.00% | +40 | New |
| Binnacle Investments Inc | 38 | $2.78K | 0.00% | +38 | New |
| McIlrath & Eck, LLC | 40 | $2.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 52 | $3.00K | 0.00% | −34−39.5% | Reduced |
| Avion Wealth | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 41 | $3.00K | 0.00% | +41 | New |
| Hantz Financial Services, Inc. | 40 | $3.00K | 0.00% | +40 | New |
| JNBA Financial Advisors | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $3.07K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $3.66K | 0.01% | −7−12.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $3.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $3.81K | 0.00% | −1−1.9% | Reduced |
| True Wealth Design, LLC | 52 | $3.81K | 0.00% | +39+300.0% | Added |
| Hughes Financial Services, LLC | 52 | $3.82K | 0.00% | +52 | New |
| Concord Wealth Partners | 53 | $3.88K | 0.00% | −185−77.7% | Reduced |
| Key Financial Inc | 55 | $4.03K | 0.00% | −25−31.3% | Reduced |
| Investors Research Corp | 56 | $4.10K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 61 | $4.48K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 67 | $4.53K | 0.00% | +67 | New |
| Hoey Investments, Inc | 67 | $4.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $5.12K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 70 | $5.12K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 70 | $5.12K | 0.00% | +70 | New |
| Citadel Advisors LLC | 74 | $5.42K | 0.00% | −97,896−99.9% | Reduced |
| Capital A Wealth Management, LLC | 79 | $5.78K | 0.01% | +7+9.7% | Added |
| Boyd Watterson Asset Management LLC | 80 | $5.85K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 80 | $5.85K | 0.00% | +80 | New |
| Whipplewood Advisors, LLC | 11 | $5.93K | 0.00% | −398−97.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 83 | $6.07K | 0.00% | −23−21.7% | Reduced |
| Dunhill Financial, LLC | 87 | $6.34K | 0.00% | −7−7.4% | Reduced |
| Core Alternative Capital | 87 | $6.37K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 92 | $6.73K | 0.00% | +8+9.5% | Added |
| Beacon Capital Management, LLC | 92 | $6.76K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 98 | $7.17K | 0.00% | −48−32.9% | Reduced |
| Adirondack Trust Co | 100 | $7.32K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $7.32K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $7.32K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 100 | $7.32K | 0.00% | +100 | New |
| TD Waterhouse Canada Inc. | 100 | $7.32K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $7.33K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 107 | $7.83K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 108 | $7.90K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 118 | $8.63K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 123 | $9.00K | 0.00% | +15+13.9% | Added |
| SIMA Wealth Partners, LLC | 123 | $9.00K | 0.01% | −139−53.1% | Reduced |
| United Community Bank | 129 | $9.44K | 0.00% | +129 | New |
| Saudi Central Bank | 137 | $10.0K | 0.05% | +137 | New |
| Evelyn Partners Investment Management LLP | 183 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 140 | $10.2K | 0.01% | −38−21.3% | Reduced |
| Copia Wealth Management | 140 | $10.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 146 | $10.7K | 0.00% | −42−22.3% | Reduced |
| Hopwood Financial Services, Inc. | 150 | $11.0K | 0.01% | 00.0% | Unchanged |