| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| HC Financial Advisors Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.03% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 10 | $1.00K | 0.00% | +10 | New |
| TD Ameritrade Investment Management, LLC | 14 | $2.00K | 0.00% | −4,682−99.7% | Reduced |
| Alaethes Wealth LLC | 12 | $2.00K | 0.00% | −896−98.7% | Reduced |
| TD Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| KB Financial Partners, LLC | 12 | $2.00K | 0.00% | +12 | New |
| McDonald Partners LLC | 19 | $2.74K | 0.00% | −2,401−99.2% | Reduced |
| Absolute Capital Management, LLC | 19 | $2.74K | 0.00% | +19 | New |
| Tradewinds Capital Management, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $3.00K | 0.00% | +9+225.0% | Added |
| PFG Private Wealth Management, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 27 | $4.00K | 0.01% | +1+3.8% | Added |
| Tucker Asset Management LLC | 33 | $4.67K | 0.00% | −20−37.7% | Reduced |
| RWM Asset Management, LLC | 37 | $5.00K | 0.00% | −282−88.4% | Reduced |
| Coastal Capital Group, Inc. | 36 | $5.00K | 0.00% | +1+2.9% | Added |
| Pin Oak Investment Advisors Inc | 35 | $5.00K | 0.01% | +35 | New |
| JJJ Advisors Inc. | 44 | $6.00K | 0.00% | +17+63.0% | Added |
| Crewe Advisors LLC | 40 | $6.00K | 0.00% | +40 | New |
| Stephens Consulting, LLC | 42 | $6.00K | 0.01% | +42 | New |
| Kelly Financial Services LLC | 46 | $6.57K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 49 | $6.96K | 0.01% | +49 | New |
| Resolute Partners Group | 51 | $7.00K | 0.00% | −80−61.1% | Reduced |
| Cribstone Capital Management, LLC | 46 | $7.00K | 0.00% | −17−27.0% | Reduced |
| Global Trust Asset Management, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 50 | $7.00K | 0.01% | +50 | New |
| Atlas Capital Advisors LLC | 49 | $7.00K | 0.00% | −67−57.8% | Reduced |
| Level Financial Advisors, Inc. | 55 | $8.00K | 0.01% | +55 | New |
| Horan Securities, Inc. | 66 | $9.00K | 0.01% | +66 | New |
| KRS Capital Management, LLC | 63 | $9.00K | 0.01% | +63 | New |
| Raffa Wealth Management, LLC | 68 | $9.72K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 73 | $10.0K | 0.00% | −10−12.0% | Reduced |
| Alaska Permanent Fund Corp | 70 | $10.0K | 0.00% | +70 | New |
| Delos Wealth Advisors, LLC | 69 | $10.0K | 0.01% | +69 | New |
| Tradition Wealth Management, LLC | 76 | $11.0K | 0.00% | −74−49.3% | Reduced |
| Bell Investment Advisors, Inc | 77 | $11.0K | 0.00% | −25−24.5% | Reduced |
| Cranbrook Wealth Management, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 77 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 75 | $11.0K | 0.00% | +75 | New |
| Asset Dedication, LLC | 86 | $12.0K | 0.00% | +1+1.2% | Added |
| John W. Brooker & Co., CPAs | 85 | $12.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 86 | $12.0K | 0.00% | +86 | New |
| Sierra Capital LLC | 91 | $13.0K | 0.00% | +15+19.7% | Added |
| Arlington Partners LLC | 90 | $13.0K | 0.00% | +90 | New |
| Cassady Schiller Wealth Management, LLC | 89 | $13.0K | 0.01% | +89 | New |
| Dark Forest Capital Management LP | 99 | $14.0K | 0.01% | −307−75.6% | Reduced |
| Bogart Wealth, LLC | 100 | $14.0K | 0.00% | −100−50.0% | Reduced |
| Dividend Assets Capital, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 96 | $14.0K | 0.01% | +1+1.1% | Added |
| Norwood Financial Corp | 100 | $14.0K | 0.02% | +100 | New |
| Johnson Midwest Financial, LLC | 98 | $14.0K | 0.01% | +98 | New |
| Aquatic Capital Management LLC | 100 | $14.0K | 0.03% | +100 | New |
| Tortoise Investment Management, LLC | 104 | $15.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 106 | $15.0K | 0.01% | +106 | New |
| Center for Financial Planning, Inc. | 113 | $16.0K | 0.00% | −71−38.6% | Reduced |
| GeoWealth Management, LLC | 126 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 125 | $18.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 131 | $19.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 146 | $20.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 142 | $20.0K | 0.01% | +142 | New |
| First PREMIER Bank | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 150 | $21.0K | 0.01% | +150 | New |
| Elmwood Wealth Management, Inc. | 150 | $21.0K | 0.01% | +150 | New |
| Roble, Belko & Company, Inc | 151 | $22.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 150 | $22.0K | 0.02% | +150 | New |
| Cornerstone Management, Inc. | 160 | $22.9K | 0.01% | +160 | New |
| West Oak Capital, LLC | 160 | $23.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 160 | $23.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 168 | $23.0K | 0.01% | +13+8.4% | Added |
| Ahrens Investment Partners LLC | 164 | $23.0K | 0.01% | +164 | New |
| Operose Advisors LLC | 160 | $23.0K | 0.02% | +160 | New |
| Selective Wealth Management, Inc. | 167 | $24.0K | 0.01% | +1+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 178 | $25.0K | 0.01% | +1+0.6% | Added |
| Marshall Wace, LLP | 175 | $25.0K | 0.00% | +175 | New |
| Cordasco Financial Network | 185 | $26.0K | 0.02% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 184 | $26.0K | 0.02% | +184 | New |
| Tevis Investment Management | 180 | $26.0K | 0.02% | +180 | New |
| American State Bank (Iowa) | 195 | $27.9K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 199 | $28.0K | 0.00% | −190−48.8% | Reduced |
| Robinson Value Management, Ltd. | 200 | $29.0K | 0.02% | −59−22.8% | Reduced |
| Arrow Financial Corp | 205 | $29.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 203 | $29.0K | 0.02% | +46+29.3% | Added |
| HWG Holdings LP | 202 | $29.0K | 0.01% | +202 | New |
| West Paces Advisors Inc. | 203 | $29.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 208 | $29.7K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 208 | $30.0K | 0.01% | +83+66.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 220 | $31.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 225 | $32.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 222 | $32.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 239 | $34.0K | 0.01% | −720−75.1% | Reduced |