| Migdal Insurance & Financial Holdings Ltd. | 6 | $0 | 0.00% | −1,479−99.6% | Reduced |
| FinTrust Capital Advisors, LLC | 26 | $0 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 7 | $469 | 0.00% | +7 | New |
| PFG Private Wealth Management, LLC | 7 | $507 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 8 | $577 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $577 | 0.00% | +8 | New |
| Kimelman & Baird, LLC | 9 | $650 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $721 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $721 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $722 | 0.00% | +10 | New |
| DAGCO, Inc. | 10 | $745 | 0.00% | −13−56.5% | Reduced |
| Reuter James Wealth Management, LLC | 11 | $793 | 0.00% | +11 | New |
| Horrell Capital Management, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| TFC Financial Management | 16 | $1.15K | 0.00% | +4+33.3% | Added |
| Riverview Trust Co | 16 | $1.15K | 0.00% | +16 | New |
| Vermillion & White Wealth Management Group, LLC | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.45K | 0.00% | −302−93.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 22 | $1.59K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 22 | $1.59K | 0.00% | +9+69.2% | Added |
| SOA Wealth Advisors, LLC. | 23 | $1.66K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 25 | $1.80K | 0.00% | −344−93.2% | Reduced |
| Pacifica Partners Inc. | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $1.95K | 0.00% | +6+28.6% | Added |
| Aspect Partners, LLC | 30 | $2.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 28 | $2.38K | 0.00% | +7+33.3% | Added |
| Cherry Tree Wealth Management, LLC | 37 | $2.67K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 38 | $2.74K | 0.00% | +38 | New |
| West Paces Advisors Inc. | 40 | $2.88K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 41 | $2.96K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 39 | $3.19K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 56 | $3.53K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $3.61K | 0.00% | −450−90.0% | Reduced |
| Northwest Financial Advisors | 50 | $3.61K | 0.00% | +50 | New |
| Fairscale Capital, LLC | 53 | $3.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $3.89K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 54 | $3.90K | 0.00% | +1+1.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 46 | $4.17K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 59 | $4.24K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 60 | $4.33K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 67 | $4.83K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 73 | $5.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 75 | $5.32K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 75 | $5.41K | 0.00% | +75 | New |
| Darwin Advisors, LLC | 75 | $5.41K | 0.00% | +75 | New |
| Horizon Financial Services, LLC | 75 | $5.42K | 0.00% | +25+50.0% | Added |
| Fortitude Family Office, LLC | 79 | $5.70K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 85 | $6.12K | 0.00% | −48−36.1% | Reduced |
| Webster Bank, N. A. | 86 | $6.20K | 0.00% | −62−41.9% | Reduced |
| C M Bidwell & Associates Ltd | 89 | $6.42K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 93 | $6.69K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $6.71K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 95 | $6.85K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 100 | $7.21K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $7.21K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $7.21K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $7.24K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 102 | $7.37K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 112 | $8.08K | 0.00% | +112 | New |
| Pacific Center for Financial Services | 114 | $8.22K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 123 | $8.87K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 129 | $9.30K | 0.00% | −4−3.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 130 | $9.38K | 0.01% | +130 | New |
| Archer Investment Corp | 131 | $9.41K | 0.00% | +1+0.8% | Added |
| American National Bank | 131 | $9.45K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 131 | $9.45K | 0.00% | +131 | New |
| Clear Investment Research, LLC | 133 | $9.61K | 0.01% | +59+79.7% | Added |
| TD Capital Management LLC | 145 | $10.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 154 | $11.1K | 0.00% | −69−30.9% | Reduced |
| Global Financial Private Client, LLC | 155 | $11.2K | 0.00% | +146+1,622.2% | Added |
| REAP Financial Group, LLC | 157 | $11.3K | 0.00% | +100+175.4% | Added |
| Highline Wealth Partners LLC | 157 | $11.3K | 0.00% | +23+17.2% | Added |
| Prestige Wealth Management Group LLC | 165 | $11.9K | 0.00% | −13−7.3% | Reduced |
| Coppell Advisory Solutions LLC | 171 | $12.1K | 0.00% | −481−73.8% | Reduced |
| Mendota Financial Group, LLC | 170 | $12.3K | 0.01% | +124+269.6% | Added |
| Atticus Wealth Management, LLC | 176 | $12.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 178 | $12.8K | 0.00% | +178 | New |
| Legacy Bridge, LLC | 180 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 184 | $13.0K | 0.00% | +159+636.0% | Added |
| Bruce G. Allen Investments, LLC | 183 | $13.2K | 0.01% | −45−19.7% | Reduced |
| Activest Wealth Management | 187 | $13.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 188 | $13.6K | 0.00% | −466−71.3% | Reduced |
| Gables Capital Management Inc. | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $14.4K | 0.01% | – | – |
| Missouri Trust & Investment Co | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 200 | $14.4K | 0.30% | +200 | New |
| RE Dickinson Investment Advisors, LLC | 201 | $14.5K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 201 | $14.5K | 0.00% | +201 | New |
| Financial Perspectives, Inc | 209 | $15.1K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 210 | $15.1K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 216 | $15.6K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 220 | $15.6K | 0.00% | +20+10.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 221 | $15.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 222 | $16.0K | 0.00% | +164+282.8% | Added |
| Bangor Savings Bank | 229 | $16.5K | 0.00% | 00.0% | Unchanged |