| Migdal Insurance & Financial Holdings Ltd. | 2 | $0 | 0.00% | −133−98.5% | Reduced |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | −64−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $180 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $180 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $225 | 0.00% | +1 | New |
| Quent Capital, LLC | 2 | $360 | 0.00% | −27−93.1% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $371 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $438 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $719 | 0.00% | +2+100.0% | Added |
| JDM Financial Group LLC | 4 | $719 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $720 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $720 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 4 | $720 | 0.00% | +4 | New |
| Coppell Advisory Solutions LLC | 5 | $898 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $900 | 0.00% | +5 | New |
| McIlrath & Eck, LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $1.44K | 0.00% | −19−70.4% | Reduced |
| Nemes Rush Group LLC | 9 | $1.45K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 10 | $1.81K | 0.00% | −7−41.2% | Reduced |
| Assetmark, Inc | 12 | $2.16K | 0.00% | +7+140.0% | Added |
| True Wealth Design, LLC | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $2.42K | 0.00% | −3−18.8% | Reduced |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | −2,355−99.2% | Reduced |
| Highline Wealth Partners LLC | 18 | $3.24K | 0.00% | +2+12.5% | Added |
| Plato Investment Management Ltd | 19 | $3.41K | 0.00% | +19 | New |
| Hilltop National Bank | 20 | $3.60K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $3.63K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 21 | $3.78K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 21 | $3.78K | 0.00% | +21 | New |
| TSFG, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $4.14K | 0.00% | +1+4.5% | Added |
| Abound Wealth Management | 23 | $4.14K | 0.00% | +23 | New |
| Tucker Asset Management LLC | 24 | $4.32K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $4.50K | 0.00% | 00.0% | Unchanged |
| Trust Co | 25 | $4.50K | 0.00% | +25 | New |
| ORG Partners LLC | 25 | $4.59K | 0.00% | −249−90.9% | Reduced |
| WR Wealth Planners, LLC | 26 | $4.68K | 0.00% | −2−7.1% | Reduced |
| Private Wealth Management Group, LLC | 26 | $4.68K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 30 | $5.39K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 31 | $5.59K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 32 | $5.75K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $6.12K | 0.00% | +9+36.0% | Added |
| Johnson Financial Group, Inc. | 35 | $6.29K | 0.00% | +28+400.0% | Added |
| Fortitude Family Office, LLC | 36 | $6.47K | 0.00% | +36 | New |
| Massmutual Trust Co FSB | 44 | $7.91K | 0.00% | −2−4.3% | Reduced |
| Pinnacle Bancorp, Inc. | 44 | $7.91K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 45 | $8.10K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $8.99K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 50 | $8.99K | 0.00% | +50 | New |
| Valued Wealth Advisors LLC | 50 | $8.99K | 0.01% | +13+35.1% | Added |
| Roble, Belko & Company, Inc | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 50 | $9.07K | 0.00% | +18+56.3% | Added |
| Cape Investment Advisory, Inc. | 51 | $9.17K | 0.00% | +51 | New |
| Tortoise Investment Management, LLC | 52 | $9.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $9.49K | 0.00% | −37−41.6% | Reduced |
| LRI Investments, LLC | 50 | $10.6K | 0.00% | +28+127.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 60 | $10.8K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 60 | $10.8K | 0.00% | +60 | New |
| Armstrong Advisory Group, Inc | 62 | $11.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 65 | $11.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $12.0K | 0.00% | +37+119.4% | Added |
| Washington Trust Advisors, Inc. | 67 | $12.1K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 75 | $13.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $13.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 82 | $14.7K | 0.00% | −5−5.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 82 | $15.0K | 0.01% | +82 | New |
| Beacon Capital Management, LLC | 89 | $16.0K | 0.00% | −57−39.0% | Reduced |
| Prestige Wealth Management Group LLC | 90 | $16.2K | 0.00% | +4+4.7% | Added |
| Venturi Wealth Management, LLC | 99 | $17.8K | 0.00% | +29+41.4% | Added |
| Delta Asset Management LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 109 | $19.6K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 121 | $21.8K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 120 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 130 | $22.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 130 | $23.0K | 0.01% | −527−80.2% | Reduced |
| Cranbrook Wealth Management, LLC | 139 | $25.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 150 | $27.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 150 | $27.0K | 0.00% | +150 | New |
| Founders Capital Management | 151 | $27.2K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 157 | $28.2K | 0.01% | +4+2.6% | Added |
| Capital Performance Advisors LLP | 158 | $28.5K | 0.01% | +158 | New |
| Planning Capital Management Corp | 160 | $28.8K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 166 | $29.9K | 0.00% | +18+12.2% | Added |
| Strategic Investment Solutions, Inc. | 172 | $31.0K | 0.01% | +2+1.2% | Added |
| Rise Advisors, LLC | 176 | $31.7K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 177 | $31.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 182 | $32.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 185 | $33.3K | 0.03% | +5+2.8% | Added |
| Capital Advisors, Ltd. LLC | 191 | $34.0K | 0.00% | +5+2.7% | Added |
| Princeton Global Asset Management LLC | 190 | $34.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 205 | $36.9K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 222 | $39.9K | 0.00% | +14+6.7% | Added |
| Montag A & Associates Inc | 244 | $43.9K | 0.00% | −400−62.1% | Reduced |
| Oakworth Capital, Inc. | 253 | $45.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 255 | $45.9K | 0.02% | +115+82.1% | Added |
| Colonial Trust Advisors | 260 | $46.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 264 | $47.5K | 0.00% | +7+2.7% | Added |