| Tfo-TDC, LLC | 1 | $345 | 0.00% | −1−50.0% | Reduced |
| USA Financial Portformulas Corp | 1 | $345 | 0.00% | +1 | New |
| Robbins Farley LLC | 1 | $346 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $375 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2 | $525 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 2 | $677 | 0.00% | +2 | New |
| Hoertkorn Richard Charles | 2 | $691 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $691 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $691 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2 | $1.00K | 0.00% | −940−99.8% | Reduced |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $1.02K | 0.00% | −1−25.0% | Reduced |
| Bray Capital Advisors | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,979 | $1.11K | 0.05% | +2,069+227.4% | Added |
| BOK Financial Private Wealth, Inc. | 4 | $1.38K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $1.73K | 0.00% | – | – |
| Cranbrook Wealth Management, LLC | 5 | $1.73K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.73K | 0.00% | +5 | New |
| ZRC Wealth Management, LLC | 5 | $1.73K | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Coston, McIsaac & Partners | 7 | $2.00K | 0.00% | +7 | New |
| Atlantic Trust, LLC | 6 | $2.07K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6 | $2.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $2.07K | 0.00% | +1+20.0% | Added |
| Clean Yield Group | 7 | $2.42K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8 | $2.76K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 8 | $2.76K | 0.00% | +8 | New |
| Ogorek Anthony Joseph | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 5 | $3.00K | 0.00% | −1−16.7% | Reduced |
| GW&K Investment Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Pacifica Partners Inc. | 10 | $3.38K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 10 | $3.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $3.46K | 0.00% | +2+25.0% | Added |
| PayPay Securities Corp | 11 | $3.80K | 0.25% | −6−35.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 11 | $3.80K | 0.00% | −1−8.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 11 | $4.00K | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 12 | $4.14K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 12 | $4.15K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 12 | $4.15K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 14 | $4.84K | 0.00% | −15−51.7% | Reduced |
| Lansing Street Advisors | 14 | $4.84K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 17 | $5.87K | 0.00% | +17 | New |
| Archer Investment Corp | 18 | $6.22K | 0.00% | −275−93.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 18 | $6.22K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 18 | $6.36K | 0.00% | +18 | New |
| Beaird Harris Wealth Management, LLC | 19 | $6.57K | 0.00% | −137−87.8% | Reduced |
| IMA Wealth, Inc. | 19 | $6.57K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $6.91K | 0.00% | −100−83.3% | Reduced |
| Coastal Capital Group, Inc. | 20 | $6.91K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $6.91K | 0.00% | +20 | New |
| Motco | 22 | $7.60K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $7.60K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $7.95K | 0.00% | +6+35.3% | Added |
| Morton Brown Family Wealth, LLC | 24 | $8.29K | 0.00% | +9+60.0% | Added |
| Riggs Asset Managment Co. Inc. | 26 | $8.98K | 0.00% | +1+4.0% | Added |
| Cassady Schiller Wealth Management, LLC | 27 | $9.33K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $9.40K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 28 | $9.67K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $9.67K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 30 | $10.0K | 0.00% | −3−9.1% | Reduced |
| Bangor Savings Bank | 30 | $10.4K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 30 | $10.4K | 0.01% | +30 | New |
| Kalos Management, Inc. | 30 | $10.4K | 0.02% | +30 | New |
| Adirondack Retirement Specialists, Inc. | 30 | $10.4K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 32 | $11.1K | 0.01% | −10−23.8% | Reduced |
| Contravisory Investment Management, Inc. | 33 | $11.4K | 0.00% | +30+1,000.0% | Added |
| DecisionPoint Financial, LLC | 34 | $11.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 35 | $12.1K | 0.00% | +35 | New |
| Pflug Koory, LLC | 37 | $12.8K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 37 | $12.8K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 37 | $12.8K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 38 | $13.1K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 38 | $13.1K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 43 | $14.9K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 46 | $15.9K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 47 | $16.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 48 | $16.6K | 0.01% | +48 | New |
| Schubert & Co | 49 | $16.9K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 49 | $17.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 50 | $17.3K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $17.3K | 0.07% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $17.3K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 50 | $17.3K | 0.00% | +50 | New |
| Sugarloaf Wealth Management, LLC | 52 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 55 | $19.0K | 0.01% | −103−65.2% | Reduced |
| Credential Qtrade Securities Inc. | 55 | $19.0K | 0.00% | +55 | New |
| Raffa Wealth Management, LLC | 56 | $19.3K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 56 | $19.4K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 57 | $19.7K | 0.02% | −13−18.6% | Reduced |
| Tucker Asset Management LLC | 58 | $20.0K | 0.01% | +23+65.7% | Added |
| Pinnacle Bancorp, Inc. | 61 | $21.1K | 0.01% | +61 | New |
| Highline Wealth Partners LLC | 62 | $21.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 62 | $21.4K | 0.02% | +12+24.0% | Added |
| Arlington Partners LLC | 64 | $22.1K | 0.00% | +42+190.9% | Added |
| Accel Wealth Management | 65 | $22.5K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 65 | $22.5K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 70 | $23.1K | 0.01% | 00.0% | Unchanged |