| McClarren Financial Advisors, Inc. | 49 | $32 | 0.02% | −594−92.4% | Reduced |
| Davis Capital Management | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $100 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 2 | $100 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 5 | $265 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $300 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 14 | $723 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 19 | $949 | 0.00% | +19 | New |
| NVWM, LLC | 21 | $1.05K | 0.00% | +5+31.3% | Added |
| Highline Wealth Partners LLC | 23 | $1.15K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 24 | $1.20K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 24 | $1.20K | 0.00% | +24 | New |
| Jackson, Grant Investment Advisers, Inc. | 27 | $1.35K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 27 | $1.35K | 0.00% | −25,344−99.9% | Reduced |
| Opal Wealth Advisors, LLC | 27 | $1.35K | 0.00% | +27 | New |
| Northwest Capital Management Inc | 30 | $1.47K | 0.00% | −110−78.6% | Reduced |
| Adirondack Trust Co | 32 | $1.60K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 32 | $1.60K | 0.00% | +32 | New |
| Kelly Financial Services LLC | 35 | $1.75K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $1.85K | 0.00% | +37 | New |
| Strengthening Families & Communities, LLC | 48 | $2.00K | 0.00% | +48 | New |
| Unique Wealth Strategies, LLC | 37 | $2.11K | 0.00% | +37 | New |
| Cornerstone Planning Group LLC | 42 | $2.26K | 0.00% | +5+13.5% | Added |
| TFC Financial Management | 47 | $2.36K | 0.00% | −3−6.0% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $2.40K | 0.00% | +5+11.6% | Added |
| Rakuten Securities, Inc. | 50 | $2.50K | 0.00% | −170−77.3% | Reduced |
| VisionPoint Advisory Group, LLC | 50 | $2.50K | 0.00% | −38−43.2% | Reduced |
| Sound Income Strategies, LLC | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 50 | $2.51K | 0.00% | +50 | New |
| Aspect Partners, LLC | 54 | $2.70K | 0.00% | −24−30.8% | Reduced |
| EnRich Financial Partners LLC | 54 | $2.70K | 0.00% | +54 | New |
| Financial Network Wealth Advisors LLC | 54 | $2.70K | 0.00% | +54 | New |
| Penserra Capital Management LLC | 60 | $3.00K | 0.00% | −16,959−99.6% | Reduced |
| Studio Investment Management LLC | 61 | $3.05K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 62 | $3.11K | 0.00% | +14+29.2% | Added |
| Core Alternative Capital | 66 | $3.29K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 69 | $3.43K | 0.00% | +1+1.5% | Added |
| Fairway Wealth LLC | 69 | $3.44K | 0.00% | +69 | New |
| Carolinas Wealth Consulting LLC | 73 | $3.65K | 0.00% | −7−8.8% | Reduced |
| Barrett & Company, Inc. | 75 | $3.75K | 0.00% | +75 | New |
| Financial Management Professionals, Inc. | 86 | $4.00K | 0.00% | +6+7.5% | Added |
| Avion Wealth | 96 | $4.00K | 0.00% | +10+11.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 81 | $4.06K | 0.00% | +1+1.3% | Added |
| Pineridge Advisors LLC | 82 | $4.09K | 0.00% | +1+1.2% | Added |
| Redmont Wealth Advisors LLC | 92 | $4.59K | 0.01% | −500−84.5% | Reduced |
| AllSquare Wealth Management LLC | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 107 | $5.34K | 0.00% | +107 | New |
| Plante Moran Financial Advisors, LLC | 108 | $5.37K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 108 | $5.41K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 111 | $5.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 114 | $5.69K | 0.00% | +114 | New |
| Financial Freedom, LLC | 115 | $5.74K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 129 | $6.44K | 0.00% | +129 | New |
| Naples Money Management LLC | 138 | $6.98K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 143 | $7.14K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 144 | $7.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 145 | $7.24K | 0.00% | +17+13.3% | Added |
| Gilliland Jeter Wealth Management LLC | 150 | $7.49K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 172 | $7.86K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 167 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 165 | $9.03K | 0.00% | +31+23.1% | Added |
| Winch Advisory Services, LLC | 181 | $9.04K | 0.00% | +181 | New |
| Farmers & Merchants Investments Inc | 200 | $9.99K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 200 | $9.99K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $9.99K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 200 | $9.99K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 206 | $10.3K | 0.00% | +6+3.0% | Added |
| Guardian Wealth Management, Inc. | 206 | $10.3K | 0.01% | +1+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 207 | $10.3K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 213 | $10.6K | 0.00% | +213 | New |
| Wetzel Investment Advisors, Inc. | 198 | $11.3K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 224 | $11.8K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 250 | $12.5K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 254 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 275 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 265 | $13.2K | 0.00% | −62−19.0% | Reduced |
| Washington Trust Co | 270 | $13.5K | 0.00% | +270 | New |
| Castleview Partners, LLC | 288 | $14.4K | 0.01% | −195−40.4% | Reduced |
| Bank of New Hampshire | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 311 | $15.5K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 315 | $15.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 316 | $15.8K | 0.00% | +1+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 320 | $16.0K | 0.00% | −13−3.9% | Reduced |
| Cranbrook Wealth Management, LLC | 320 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 327 | $16.3K | 0.01% | +2+0.6% | Added |
| Annapolis Financial Services, LLC | 328 | $16.4K | 0.01% | +2+0.6% | Added |
| Liberty One Investment Management, LLC | 342 | $17.0K | 0.00% | −27−7.3% | Reduced |
| GW&K Investment Management, LLC | 350 | $17.0K | 0.00% | +123+54.2% | Added |
| BFSG, LLC | 341 | $17.0K | 0.00% | +100+41.5% | Added |
| RFP Financial Group LLC | 350 | $17.5K | 0.01% | +1+0.3% | Added |
| Bullock Wealth Management Group | 354 | $17.9K | 0.01% | +49+16.1% | Added |
| Sandy Spring Bank | 390 | $19.5K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 404 | $20.0K | 0.01% | +404 | New |
| Private Ocean, LLC | 403 | $20.1K | 0.00% | +63+18.5% | Added |
| Iron Horse Wealth Management, LLC | 404 | $20.2K | 0.01% | 00.0% | Unchanged |
