| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 0 | $7 | 0.00% | 0 | Unchanged |
| Brown Brothers Harriman & Co | 1 | $78 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 3 | $163 | 0.00% | +3 | New |
| Redwood Wealth Management Group, LLC | 5 | $388 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $389 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $466 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7 | $543 | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 8 | $621 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $699 | 0.00% | −10−52.6% | Reduced |
| Bruce G. Allen Investments, LLC | 10 | $776 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $776 | 0.00% | +5+100.0% | Added |
| Bogart Wealth, LLC | 11 | $854 | 0.00% | +11 | New |
| Opal Wealth Advisors, LLC | 11 | $854 | 0.00% | +11 | New |
| Lynx Investment Advisory | 12 | $932 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 16 | $1.24K | 0.00% | −1,169−98.6% | Reduced |
| Dunhill Financial, LLC | 17 | $1.32K | 0.00% | +6+54.5% | Added |
| New England Capital Financial Advisors LLC | 17 | $1.33K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 18 | $1.40K | 0.00% | +18 | New |
| True Wealth Design, LLC | 19 | $1.48K | 0.00% | +1+5.6% | Added |
| Highline Wealth Partners LLC | 21 | $1.63K | 0.00% | +4+23.5% | Added |
| Unique Wealth Strategies, LLC | 24 | $1.64K | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 25 | $2.17K | 0.00% | +25 | New |
| Rosenberg Matthew Hamilton | 30 | $2.32K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $2.33K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $2.41K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 32 | $2.48K | 0.00% | −261−89.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 33 | $2.56K | 0.00% | −6−15.4% | Reduced |
| Salem Investment Counselors Inc | 33 | $2.56K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $2.56K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $2.56K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $2.56K | 0.00% | +25+312.5% | Added |
| Bear Mountain Capital, Inc. | 33 | $2.62K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $2.74K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 39 | $3.03K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 40 | $3.10K | 0.00% | +40 | New |
| Richard W. Paul & Associates, LLC | 42 | $3.26K | 0.00% | −5−10.6% | Reduced |
| TFC Financial Management | 42 | $3.26K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 42 | $3.28K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $3.49K | 0.00% | +3+7.1% | Added |
| Pineridge Advisors LLC | 47 | $3.65K | 0.00% | −5−9.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 48 | $3.73K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 61 | $4.00K | 0.00% | +6+10.9% | Added |
| Maryland Capital Advisors Inc. | 54 | $4.19K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 61 | $4.74K | 0.00% | +61 | New |
| Fairway Wealth LLC | 61 | $4.74K | 0.00% | +61 | New |
| GPS Wealth Strategies Group, LLC | 62 | $4.79K | 0.00% | +62 | New |
| DT Investment Partners, LLC | 64 | $4.97K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 77 | $5.00K | 0.00% | −5−6.1% | Reduced |
| Laurel Wealth Advisors LLC | 66 | $5.12K | 0.00% | +66 | New |
| Wetzel Investment Advisors, Inc. | 75 | $5.13K | 0.00% | −296−79.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 67 | $5.20K | 0.00% | +67 | New |
| RE Dickinson Investment Advisors, LLC | 72 | $5.58K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 73 | $5.68K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 74 | $5.75K | 0.00% | +21+39.6% | Added |
| Westend Capital Management, LLC | 77 | $5.95K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 83 | $6.44K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 84 | $6.52K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 85 | $6.60K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 87 | $6.75K | 0.00% | +87 | New |
| Sachetta, LLC | 73 | $6.85K | 0.00% | +34+87.2% | Added |
| RFP Financial Group LLC | 92 | $7.14K | 0.00% | −78−45.9% | Reduced |
| AdvisorNet Financial, Inc | 93 | $7.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 99 | $7.69K | 0.00% | +40+67.8% | Added |
| Ashton Thomas Private Wealth, LLC | 100 | $7.76K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 101 | $7.84K | 0.00% | +100+10,000.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 99 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 99 | $8.00K | 0.00% | +99 | New |
| Bell Investment Advisors, Inc | 104 | $8.07K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 113 | $8.77K | 0.00% | −93−45.1% | Reduced |
| Crewe Advisors LLC | 113 | $8.77K | 0.00% | −47−29.4% | Reduced |
| REAP Financial Group, LLC | 120 | $9.35K | 0.00% | +47+64.4% | Added |
| SRS Capital Advisors, Inc. | 122 | $9.44K | 0.00% | +21+20.8% | Added |
| Bullock Wealth Management Group | 125 | $9.66K | 0.01% | +125 | New |
| Northwest Bank & Trust Co | 133 | $10.3K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 141 | $10.9K | 0.00% | −113−44.5% | Reduced |
| City State Bank | 141 | $10.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 143 | $11.1K | 0.00% | −10−6.5% | Reduced |
| Sandy Spring Bank | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 151 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 151 | $11.7K | 0.00% | +96+174.5% | Added |
| MV Capital Management, Inc. | 152 | $11.8K | 0.00% | +4+2.7% | Added |
| Provenance Wealth Advisors, LLC | 153 | $11.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 161 | $12.0K | 0.00% | +19+13.4% | Added |
| TCTC Holdings, LLC | 160 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 160 | $12.4K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 163 | $12.7K | 0.01% | +52+46.8% | Added |
| Sound Income Strategies, LLC | 167 | $12.9K | 0.00% | +1+0.6% | Added |
| Ruedi Wealth Management, Inc. | 168 | $13.0K | 0.01% | +18+12.0% | Added |
| Johnson Financial Group, Inc. | 170 | $13.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 174 | $13.5K | 0.00% | +10+6.1% | Added |
| Continuum Advisory, LLC | 178 | $13.8K | 0.00% | −4−2.2% | Reduced |
| Main Street Group, LTD | 183 | $14.1K | 0.01% | +1+0.5% | Added |
| Salomon & Ludwin, LLC | 183 | $14.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 187 | $14.5K | 0.00% | 00.0% | Unchanged |