| Raleigh Capital Management Inc. | 0 | $40 | 0.00% | 0 | Unchanged |
| Cordant, Inc. | 1 | $236 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $385 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $385 | 0.01% | +1 | New |
| TFC Financial Management | 1 | $386 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $386 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $513 | 0.00% | +1 | New |
| PEAK6 LLC | 2 | $685 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $771 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 2 | $771 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $771 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $771 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $771 | 0.00% | +2 | New |
| Montag A & Associates Inc | 3 | $973 | 0.00% | +3 | New |
| Navigoe, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $1.16K | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3 | $1.16K | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $1.54K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $1.54K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $1.54K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $1.69K | 0.00% | −1−20.0% | Reduced |
| Activest Wealth Management | 5 | $1.93K | 0.00% | −201−97.6% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.93K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 5 | $1.93K | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $2.25K | 0.00% | +3+100.0% | Added |
| Bogart Wealth, LLC | 6 | $2.31K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6 | $2.31K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6 | $2.31K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 6 | $2.31K | 0.00% | +3+100.0% | Added |
| Pittenger & Anderson Inc | 6 | $2.31K | 0.00% | +6 | New |
| Princeton Global Asset Management LLC | 7 | $2.70K | 0.00% | +7 | New |
| JNBA Financial Advisors | 7 | $2.70K | 0.00% | −5−41.7% | Reduced |
| American Capital Advisory, LLC | 7 | $2.70K | 0.00% | +1+16.7% | Added |
| 1015 Capital Partners, LLC | 8 | $3.08K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8 | $3.08K | 0.00% | +8 | New |
| Mosley Wealth Management | 8 | $3.08K | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 10 | $3.85K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.85K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $3.85K | 0.00% | +10 | New |
| Atlantic Edge Private Wealth Management, LLC | 10 | $3.85K | 0.00% | +10 | New |
| William B. Walkup & Associates, Inc. | 10 | $3.85K | 0.00% | +10 | New |
| Brown, Lisle/Cummings, Inc. | 11 | $4.24K | 0.00% | +6+120.0% | Added |
| Silver Grove Financial Group, Inc. | 11 | $4.24K | 0.00% | +11 | New |
| Marquette Asset Management, LLC | 11 | $4.24K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $4.63K | 0.00% | +4+50.0% | Added |
| Webster Bank, N. A. | 12 | $4.63K | 0.00% | +12 | New |
| Investment Research & Advisory Group, Inc. | 9 | $4.63K | 0.00% | +9 | New |
| Gleason Group, Inc. | 12 | $4.63K | 0.00% | +12 | New |
| Planning Strategies Inc. | 12 | $4.63K | 0.00% | +12 | New |
| Abound Wealth Management | 12 | $4.66K | 0.00% | −13−52.0% | Reduced |
| Raffa Wealth Management, LLC | 13 | $5.01K | 0.00% | −7−35.0% | Reduced |
| Intesa Sanpaolo S.p.A. | 13 | $5.01K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $5.01K | 0.00% | +7+116.7% | Added |
| Whipplewood Advisors, LLC | 14 | $5.40K | 0.00% | −69−83.1% | Reduced |
| NVWM, LLC | 14 | $5.40K | 0.00% | +4+40.0% | Added |
| Cornerstone Financial Management LLC | 14 | $5.40K | 0.00% | +10+250.0% | Added |
| Newbridge Financial Services Group, Inc. | 15 | $5.79K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 16 | $6.17K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 16 | $6.17K | 0.00% | +7+77.8% | Added |
| HFM Investment Advisors, LLC | 16 | $6.17K | 0.00% | +8+100.0% | Added |
| Byrne Asset Management LLC | 16 | $6.17K | 0.00% | +16 | New |
| Ameriflex Group, Inc. | 16 | $6.17K | 0.00% | +16 | New |
| Creative Capital Management Investments LLC | 17 | $6.55K | 0.00% | +17 | New |
| Signature Equity Partners, LLC | 17 | $6.55K | 0.00% | +5+41.7% | Added |
| Manning & Napier Advisors LLC | 18 | $6.72K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 18 | $7.26K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 19 | $7.32K | 0.00% | +19 | New |
| Ritter Daniher Financial Advisory LLC | 19 | $7.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $7.33K | 0.00% | +19 | New |
| City State Bank | 20 | $7.71K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $7.71K | 0.00% | +20 | New |
| Sawyer & Company, Inc | 20 | $7.71K | 0.00% | +20 | New |
| Davis Capital Management | 21 | $8.10K | 0.00% | +1+5.0% | Added |
| McGuire Capital Advisors Inc | 21 | $8.10K | 0.00% | +21 | New |
| Accent Capital Management, LLC | 22 | $8.48K | 0.00% | −2−8.3% | Reduced |
| Kemnay Advisory Services Inc. | 23 | $8.87K | 0.00% | −487−95.5% | Reduced |
| SOA Wealth Advisors, LLC. | 23 | $8.87K | 0.00% | +23 | New |
| Retirement Wealth Solutions LLC | 23 | $8.87K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $9.25K | 0.00% | +24 | New |
| Adirondack Trust Co | 25 | $9.64K | 0.00% | +25 | New |
| Geneos Wealth Management Inc. | 25 | $9.64K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 25 | $9.64K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $10.0K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 28 | $10.8K | 0.00% | +3+12.0% | Added |
| Tidemark, LLC | 28 | $10.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 29 | $11.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 29 | $11.2K | 0.00% | +1+3.6% | Added |
| Bay Harbor Wealth Management, LLC | 29 | $11.2K | 0.00% | +6+26.1% | Added |
| Kilter Group LLC | 31 | $11.9K | 0.00% | −2−6.1% | Reduced |
| Grove Bank & Trust | 31 | $11.9K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $12.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $13.1K | 0.00% | −5−12.8% | Reduced |
| Dogwood Wealth Management LLC | 37 | $14.3K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 37 | $14.3K | 0.00% | +3+8.8% | Added |
| United Financial Planning Group LLC | 38 | $14.6K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 42 | $16.2K | 0.00% | +42 | New |
| Avion Wealth | 46 | $17.0K | 0.00% | +7+17.9% | Added |