| WFA of San Diego, LLC | 1 | $378 | 0.00% | −20−95.2% | Reduced |
| Mendota Financial Group, LLC | 1 | $378 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1 | $378 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $378 | 0.00% | +1 | New |
| Atwood & Palmer Inc | 2 | $574 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 2 | $755 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $755 | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2 | $755 | 0.00% | +2 | New |
| Nalls Sherbakoff Group, LLC | 2 | $756 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $868 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $962 | 0.00% | +2+200.0% | Added |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $1.13K | 0.00% | −8−72.7% | Reduced |
| Bray Capital Advisors | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.51K | 0.00% | +4 | New |
| Fortis Group Advisors, LLC | 4 | $1.51K | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $1.51K | 0.00% | −20−83.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 4 | $1.51K | 0.00% | −15−78.9% | Reduced |
| JNBA Financial Advisors | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $1.93K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6 | $2.27K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 7 | $2.56K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 7 | $2.64K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 7 | $3.00K | 0.00% | −23−76.7% | Reduced |
| Coston, McIsaac & Partners | 10 | $3.00K | 0.00% | −5−33.3% | Reduced |
| VitalStone Financial, LLC | 6 | $3.00K | 0.00% | −7−53.8% | Reduced |
| PayPay Securities Corp | 26 | $3.25K | 0.16% | +18+225.0% | Added |
| CGC Financial Services, LLC | 9 | $3.40K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $3.77K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.78K | 0.00% | −22,240−100.0% | Reduced |
| Proffitt & Goodson Inc | 10 | $3.78K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $3.78K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $3.78K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 12 | $4.53K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $4.53K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 12 | $4.53K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 13 | $4.91K | 0.01% | −25−65.8% | Reduced |
| Perkins Coie Trust Co | 15 | $5.66K | 0.00% | +15 | New |
| Morton Brown Family Wealth, LLC | 15 | $5.66K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 17 | $6.42K | 0.00% | −20−54.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 17 | $6.42K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 17 | $6.42K | 0.00% | +3+21.4% | Added |
| IMA Wealth, Inc. | 19 | $7.17K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $7.55K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $7.55K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 21 | $7.93K | 0.01% | +21 | New |
| Tower View Investment Management & Research LLC | 22 | $8.00K | 0.01% | +12+120.0% | Added |
| Cedar Mountain Advisors, LLC | 22 | $8.31K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 24 | $8.96K | 0.00% | +6+33.3% | Added |
| PrairieView Partners, LLC | 25 | $9.00K | 0.00% | −2,300−98.9% | Reduced |
| Impact Partnership Wealth, LLC | 24 | $9.06K | 0.00% | −84−77.8% | Reduced |
| HighMark Wealth Management LLC | 24 | $9.06K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 25 | $9.44K | 0.00% | +11+78.6% | Added |
| Indiana Trust & Investment Management CO | 25 | $9.44K | 0.00% | +25 | New |
| Riggs Asset Managment Co. Inc. | 26 | $9.82K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 27 | $10.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $10.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 30 | $11.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 29 | $11.0K | 0.01% | +2+7.4% | Added |
| Bangor Savings Bank | 30 | $11.3K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 33 | $12.5K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 34 | $12.9K | 0.01% | +34 | New |
| Ogorek Anthony Joseph | 35 | $13.0K | 0.01% | +25+250.0% | Added |
| Avalon Trust Co | 35 | $13.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $13.6K | 0.00% | −33−47.8% | Reduced |
| Pflug Koory, LLC | 37 | $14.0K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 37 | $14.0K | 0.00% | +37 | New |
| American National Bank | 38 | $14.3K | 0.00% | −230−85.8% | Reduced |
| Estabrook Capital Management | 38 | $14.3K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 38 | $14.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 39 | $14.7K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 39 | $14.7K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 39 | $14.7K | 0.01% | +39 | New |
| Johnson Midwest Financial, LLC | 43 | $16.2K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 44 | $16.6K | 0.01% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 46 | $17.4K | 0.02% | +46 | New |
| Tucker Asset Management LLC | 48 | $18.1K | 0.00% | +3+6.7% | Added |
| Motco | 49 | $18.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $18.9K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $18.9K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 50 | $19.0K | 0.01% | −100−66.7% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 51 | $19.0K | 0.02% | −15−22.7% | Reduced |
| Sawyer & Company, Inc | 49 | $19.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 51 | $19.3K | 0.01% | −36−41.4% | Reduced |
| Bank of New Hampshire | 51 | $19.3K | 0.01% | −15−22.7% | Reduced |
| Financial Freedom, LLC | 52 | $19.6K | 0.01% | −3−5.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 52 | $19.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 56 | $21.1K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 57 | $21.5K | 0.00% | −3−5.0% | Reduced |
| Register Financial Advisors LLC | 57 | $21.5K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 60 | $22.7K | 0.01% | −1−1.6% | Reduced |
| Pinnacle Bancorp, Inc. | 61 | $23.0K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 61 | $23.0K | 0.01% | +61 | New |
| Authentikos Wealth Advisory, LLC | 66 | $24.9K | 0.02% | +66 | New |
| Spartan Planning & Wealth Management | 68 | $25.7K | 0.03% | +68 | New |