| Penserra Capital Management LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 1 | $51 | 0.00% | −4−80.0% | Reduced |
| 1015 Capital Partners, LLC | 2 | $101 | 0.00% | −7−77.8% | Reduced |
| Dunhill Financial, LLC | 2 | $101 | 0.00% | −2−50.0% | Reduced |
| MidFirst Bank | 2 | $101 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 2 | $112 | 0.00% | +2 | New |
| Clark Wealth Partners | 3 | $152 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 4 | $202 | 0.00% | +4 | New |
| Motco | 5 | $252 | 0.00% | +5 | New |
| Tidemark, LLC | 5 | $252 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $265 | 0.00% | +5 | New |
| SWAN Capital LLC | 6 | $303 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6 | $303 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 7 | $353 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 10 | $504 | 0.00% | +10 | New |
| NVWM, LLC | 10 | $504 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 11 | $555 | 0.00% | +10+1,000.0% | Added |
| TFC Financial Management | 12 | $606 | 0.00% | −1,404−99.2% | Reduced |
| City State Bank | 13 | $655 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $656 | 0.00% | −18−58.1% | Reduced |
| HFM Investment Advisors, LLC | 13 | $656 | 0.00% | +5+62.5% | Added |
| WealthCollab, LLC | 13 | $656 | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 14 | $706 | 0.00% | −10−41.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 14 | $706 | 0.00% | +14 | New |
| Buck Wealth Strategies, LLC | 15 | $756 | 0.00% | +15 | New |
| Cedar Mountain Advisors, LLC | 19 | $958 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 22 | $1.11K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $1.11K | 0.00% | +22 | New |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $1.11K | 0.00% | −11−33.3% | Reduced |
| Alerus Financial NA | 25 | $1.26K | 0.00% | −25−50.0% | Reduced |
| N.E.W. Advisory Services LLC | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 26 | $1.31K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $1.31K | 0.00% | +13+100.0% | Added |
| Creative Capital Management Investments LLC | 26 | $1.31K | 0.00% | +26 | New |
| Planning Strategies Inc. | 27 | $1.36K | 0.00% | +27 | New |
| Kennebec Savings Bank | 32 | $1.61K | 0.00% | −565−94.6% | Reduced |
| Burk Holdings LLC | 36 | $1.81K | 0.00% | −16−30.8% | Reduced |
| Curat Global, LLC | 36 | $1.82K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $2.02K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 43 | $2.17K | 0.00% | −87−66.9% | Reduced |
| J.Safra Asset Management Corp | 44 | $2.22K | 0.00% | +44 | New |
| Cranbrook Wealth Management, LLC | 45 | $2.27K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 45 | $2.29K | 0.00% | +45 | New |
| Cape Investment Advisory, Inc. | 46 | $2.32K | 0.00% | +46 | New |
| Hilton Head Capital Partners, LLC | 48 | $2.42K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 48 | $2.42K | 0.00% | +48 | New |
| Fortitude Family Office, LLC | 49 | $2.47K | 0.00% | −69−58.5% | Reduced |
| Meeder Asset Management Inc | 52 | $2.62K | 0.00% | −168−76.4% | Reduced |
| JFS Wealth Advisors, LLC | 53 | $2.67K | 0.00% | −21−28.4% | Reduced |
| Salem Investment Counselors Inc | 55 | $2.77K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 56 | $2.82K | 0.00% | +56 | New |
| Winch Advisory Services, LLC | 57 | $2.87K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 58 | $2.92K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 59 | $2.95K | 0.00% | −19−24.4% | Reduced |
| Clear Street Markets LLC | 59 | $2.98K | 0.00% | −183−75.6% | Reduced |
| Marquette Asset Management, LLC | 59 | $2.98K | 0.00% | +59 | New |
| Crewe Advisors LLC | 63 | $3.18K | 0.00% | +57+950.0% | Added |
| Spire Wealth Management | 64 | $3.23K | 0.00% | +5+8.5% | Added |
| Action Point Financial Planning, LLC | 67 | $3.33K | 0.00% | +67 | New |
| TD Capital Management LLC | 67 | $3.36K | 0.00% | +1+1.5% | Added |
| Evermay Wealth Management LLC | 78 | $3.93K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 79 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 79 | $3.98K | 0.00% | +67+558.3% | Added |
| Avion Wealth | 83 | $4.00K | 0.00% | +73+730.0% | Added |
| SHP Wealth Management | 83 | $4.17K | 0.00% | +18+27.7% | Added |
| Prestige Wealth Management Group LLC | 86 | $4.34K | 0.00% | −11−11.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 86 | $4.35K | 0.00% | +77+855.6% | Added |
| Rialto Wealth Management, LLC | 90 | $4.54K | 0.00% | +63+233.3% | Added |
| Rossby Financial, LCC | 97 | $4.89K | 0.00% | −17−14.9% | Reduced |
| Westfuller Advisors, LLC | 99 | $5.00K | 0.00% | +29+41.4% | Added |
| Covestor Ltd | 108 | $5.00K | 0.00% | −30−21.7% | Reduced |
| Webster Bank, N. A. | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $5.04K | 0.00% | +92+1,150.0% | Added |
| Private Wealth Asset Management, LLC | 101 | $5.09K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 105 | $5.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 109 | $5.50K | 0.00% | +12+12.4% | Added |
| City Holding Co | 114 | $5.75K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 116 | $6.10K | 0.00% | +16+16.0% | Added |
| Sachetta, LLC | 126 | $6.35K | 0.00% | −35−21.7% | Reduced |
| Kilter Group LLC | 127 | $6.40K | 0.00% | +64+101.6% | Added |
| American Capital Advisory, LLC | 127 | $6.40K | 0.00% | +116+1,054.5% | Added |
| Cornerstone Financial Management LLC | 132 | $6.66K | 0.01% | +50+61.0% | Added |
| Valley National Advisers Inc | 132 | $6.66K | 0.00% | 00.0% | Unchanged |
| Guardian Partners Inc. | 135 | $6.81K | 0.00% | +135 | New |
| Hickory Point Bank & Trust | 140 | $7.06K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 142 | $7.16K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 151 | $7.61K | 0.00% | −29−16.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 158 | $7.97K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 158 | $7.97K | 0.00% | +3+1.9% | Added |
| Capital Advisors, Ltd. LLC | 156 | $8.00K | 0.00% | +15+10.6% | Added |
| Fulcrum Asset Management LLP | 156 | $8.12K | 0.00% | +156 | New |
| Aspect Partners, LLC | 162 | $8.17K | 0.00% | +162 | New |
| Bokf, NA | 167 | $8.42K | 0.00% | +7+4.4% | Added |
| International Assets Investment Management, LLC | 162 | $8.57K | 0.00% | −63−28.0% | Reduced |
| Versant Capital Management, Inc | 173 | $8.72K | 0.00% | −123−41.6% | Reduced |