| Pin Oak Investment Advisors Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1 | $22 | 0.00% | −100−99.0% | Reduced |
| Sound Income Strategies, LLC | 1 | $24 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 1 | $24 | 0.00% | +1 | New |
| Pacific Center for Financial Services | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $91 | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 4 | $97 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4 | $98 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $98 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $98 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $122 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 7 | $171 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $171 | 0.00% | +7 | New |
| LGT Financial Advisors LLC | 7 | $171 | 0.00% | +7 | New |
| HighMark Wealth Management LLC | 10 | $244 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $244 | 0.00% | +4+66.7% | Added |
| Principia Wealth Advisory, LLC | 11 | $268 | 0.00% | −9−45.0% | Reduced |
| Adirondack Trust Co | 12 | $292 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $293 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 12 | $293 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15 | $366 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 16 | $390 | 0.00% | +16 | New |
| TFC Financial Management | 16 | $391 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 18 | $439 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 20 | $488 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $488 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 22 | $537 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 22 | $537 | 0.00% | +22 | New |
| Kilter Group LLC | 24 | $586 | 0.00% | +24 | New |
| MorganRosel Wealth Management, LLC | 30 | $732 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 36 | $878 | 0.00% | +36 | New |
| SRS Capital Advisors, Inc. | 36 | $879 | 0.00% | −251−87.5% | Reduced |
| True Wealth Design, LLC | 40 | $976 | 0.00% | +4+11.1% | Added |
| Total Investment Management Inc | 40 | $976 | 0.00% | +40 | New |
| Cromwell Holdings LLC | 46 | $1.12K | 0.00% | +28+155.6% | Added |
| HM Payson & Co | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 40 | $1.25K | 0.00% | −19−32.2% | Reduced |
| Rossby Financial, LCC | 52 | $1.27K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 60 | $1.40K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $1.44K | 0.00% | +36+156.5% | Added |
| Bruce G. Allen Investments, LLC | 60 | $1.46K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 68 | $1.66K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $1.95K | 0.00% | 00.0% | Unchanged |
| City State Bank | 80 | $1.95K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 80 | $1.95K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 93 | $2.27K | 0.00% | −90−49.2% | Reduced |
| Compass Financial Services Inc | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 108 | $2.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 120 | $2.93K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 120 | $2.93K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 120 | $2.93K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 131 | $3.00K | 0.00% | +131 | New |
| Mount Yale Investment Advisors, LLC | 129 | $3.15K | 0.00% | +129 | New |
| Parkside Financial Bank & Trust | 143 | $3.49K | 0.00% | +107+297.2% | Added |
| Banque Transatlantique SA | 145 | $3.54K | 0.00% | +145 | New |
| American Capital Advisory, LLC | 149 | $3.63K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 150 | $3.66K | 0.00% | +150 | New |
| Abound Wealth Management | 153 | $3.73K | 0.00% | +153 | New |
| Robbins Farley LLC | 156 | $3.81K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 160 | $3.90K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 162 | $3.95K | 0.00% | +124+326.3% | Added |
| Allworth Financial LP | 168 | $4.10K | 0.00% | +73+76.8% | Added |
| Strategic Wealth Partners, Ltd. | 184 | $4.49K | 0.00% | +184 | New |
| Atlantic Union Bankshares Corp | 189 | $4.61K | 0.00% | +189 | New |
| Huntington National Bank | 193 | $4.71K | 0.00% | +31+19.1% | Added |
| Meeder Asset Management Inc | 196 | $4.78K | 0.00% | +28+16.7% | Added |
| Harbour Investments, Inc. | 198 | $4.83K | 0.00% | +21+11.9% | Added |
| Geneos Wealth Management Inc. | 225 | $5.49K | 0.00% | −575−71.9% | Reduced |
| Private Wealth Management Group, LLC | 234 | $5.71K | 0.00% | +138+143.8% | Added |
| Northwestern Mutual Wealth Management Co | 237 | $5.78K | 0.00% | −803−77.2% | Reduced |
| First Horizon Advisors, Inc. | 238 | $5.80K | 0.00% | +107+81.7% | Added |
| AdvisorNet Financial, Inc | 248 | $6.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 295 | $7.20K | 0.00% | +50+20.4% | Added |
| Parallel Advisors, LLC | 302 | $7.37K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 314 | $7.41K | 0.00% | −299−48.8% | Reduced |
| CIBC Private Wealth Group, LLC | 306 | $7.46K | 0.00% | −467−60.4% | Reduced |
| Spire Wealth Management | 369 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 385 | $9.39K | 0.00% | +135+54.0% | Added |
| Golden State Wealth Management, LLC | 388 | $9.46K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 408 | $9.95K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 418 | $10.0K | 0.01% | −4−0.9% | Reduced |
| Manchester Capital Management LLC | 422 | $10.3K | 0.00% | +26+6.6% | Added |
| GWM Advisors LLC | 519 | $12.7K | 0.00% | −54−9.4% | Reduced |
| Principal Securities, Inc. | 520 | $12.7K | 0.00% | −49−8.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 522 | $12.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 600 | $14.6K | 0.00% | −600−50.0% | Reduced |
| Bernard Wealth Management Corp. | 600 | $14.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 605 | $14.8K | 0.00% | +170+39.1% | Added |
| Pittenger & Anderson Inc | 625 | $15.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 630 | $15.4K | 0.00% | +623+8,900.0% | Added |
| Farther Finance Advisors, LLC | 697 | $17.0K | 0.00% | +313+81.5% | Added |
| Ronald Blue Trust, Inc. | 734 | $17.9K | 0.00% | −308−29.6% | Reduced |
| Contravisory Investment Management, Inc. | 761 | $18.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 800 | $19.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 900 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 950 | $23.2K | 0.01% | +300+46.2% | Added |
| Westside Investment Management, Inc. | 990 | $23.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 990 | $24.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,032 | $25.2K | 0.00% | 00.0% | Unchanged |