| Fuller & Thaler Asset Management, Inc. | 0 | $12 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $130 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $130 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $259 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 4 | $519 | 0.00% | −11−73.3% | Reduced |
| BankPlus Trust Department | 4 | $519 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $519 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $648 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $649 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $649 | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 6 | $778 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $778 | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 6 | $779 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $780 | 0.00% | −1−14.3% | Reduced |
| Bear Mountain Capital, Inc. | 6 | $827 | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 7 | $908 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $909 | 0.00% | +4+133.3% | Added |
| Tortoise Investment Management, LLC | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 8 | $1.04K | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 9 | $1.17K | 0.00% | −1−10.0% | Reduced |
| JDM Financial Group LLC | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 10 | $1.30K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 11 | $1.43K | 0.00% | +11 | New |
| Winnow Wealth LLC | 13 | $1.63K | 0.00% | +4+44.4% | Added |
| MPWM Advisory Solutions, LLC | 13 | $1.69K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $1.69K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 14 | $1.82K | 0.00% | +14 | New |
| TD Capital Management LLC | 14 | $1.82K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15 | $1.95K | 0.00% | −1−6.3% | Reduced |
| NVWM, LLC | 15 | $1.95K | 0.00% | +5+50.0% | Added |
| Principia Wealth Advisory, LLC | 16 | $2.05K | 0.00% | +8+100.0% | Added |
| Clean Yield Group | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 16 | $2.08K | 0.00% | +16 | New |
| Smallwood Wealth Investment Management, LLC | 16 | $2.17K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 17 | $2.21K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 17 | $2.23K | 0.00% | −25−59.5% | Reduced |
| Dogwood Wealth Management LLC | 18 | $2.33K | 0.00% | +18 | New |
| Valued Wealth Advisors LLC | 21 | $2.75K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 23 | $2.92K | 0.00% | −16−41.0% | Reduced |
| Pineridge Advisors LLC | 26 | $3.38K | 0.00% | −7−21.2% | Reduced |
| Aspect Partners, LLC | 30 | $3.89K | 0.00% | −9−23.1% | Reduced |
| Rosenberg Matthew Hamilton | 30 | $3.89K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $3.89K | 0.00% | +30 | New |
| Penserra Capital Management LLC | 36 | $4.00K | 0.00% | −7,755−99.5% | Reduced |
| Trust Co | 31 | $4.02K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 31 | $4.08K | 0.00% | +31 | New |
| Greenline Partners, LLC | 32 | $4.15K | 0.00% | +32 | New |
| McIlrath & Eck, LLC | 33 | $4.28K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $4.28K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 33 | $4.28K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 33 | $4.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $4.41K | 0.00% | −39−53.4% | Reduced |
| Richard W. Paul & Associates, LLC | 35 | $4.54K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 35 | $4.56K | 0.00% | +35 | New |
| Winch Advisory Services, LLC | 35 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 36 | $4.67K | 0.00% | +7+24.1% | Added |
| Global Financial Private Client, LLC | 37 | $4.80K | 0.00% | +27+270.0% | Added |
| Proffitt & Goodson Inc | 37 | $4.80K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 38 | $4.93K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 40 | $5.19K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 40 | $5.19K | 0.00% | +40 | New |
| TFC Financial Management | 42 | $5.46K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 43 | $5.58K | 0.00% | +43 | New |
| WealthTrak Capital Management LLC | 44 | $5.71K | 0.00% | +29+193.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 48 | $6.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $6.36K | 0.00% | +22+81.5% | Added |
| Arlington Trust Co LLC | 50 | $6.49K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 52 | $6.75K | 0.00% | −3−5.5% | Reduced |
| Cornerstone Planning Group LLC | 52 | $6.75K | 0.00% | +22+73.3% | Added |
| Hazlett, Burt & Watson, Inc. | 51 | $7.00K | 0.00% | +51 | New |
| Maryland Capital Advisors Inc. | 54 | $7.01K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $7.78K | 0.00% | +45+300.0% | Added |
| Dunhill Financial, LLC | 60 | $7.81K | 0.00% | +8+15.4% | Added |
| Newbridge Financial Services Group, Inc. | 61 | $7.91K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 61 | $7.91K | 0.01% | +15+32.6% | Added |
| Avion Wealth | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $8.56K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 67 | $8.69K | 0.00% | +33+97.1% | Added |
| Asset Dedication, LLC | 69 | $8.95K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $9.08K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 70 | $9.08K | 0.00% | +37+112.1% | Added |
| Stone House Investment Management, LLC | 70 | $9.08K | 0.00% | +70 | New |
| Pittenger & Anderson Inc | 70 | $9.08K | 0.00% | +19+37.3% | Added |
| Sierra Ocean, LLC | 71 | $9.21K | 0.01% | +21+42.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 73 | $9.47K | 0.01% | +73 | New |
| Caldwell Sutter Capital, Inc. | 73 | $9.52K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 76 | $9.86K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10,071 | $10.1K | 0.00% | +10,071 | New |
| Activest Wealth Management | 78 | $10.1K | 0.00% | +77+7,700.0% | Added |
| Hexagon Capital Partners LLC | 80 | $10.4K | 0.00% | −12−13.0% | Reduced |
| Fortitude Family Office, LLC | 84 | $10.9K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 85 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 85 | $11.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 92 | $11.9K | 0.01% | −308−77.0% | Reduced |
| Atala Financial Inc | 92 | $11.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 99 | $12.0K | 0.00% | +62+167.6% | Added |
| DiNuzzo Private Wealth, Inc. | 95 | $12.3K | 0.00% | −1−1.0% | Reduced |