| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $105 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $138 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 5 | $231 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 7 | $323 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 7 | $323 | 0.00% | +7 | New |
| Godfrey Financial Associates, Inc. | 7 | $323 | 0.00% | +7 | New |
| S&T Bank | 8 | $369 | 0.00% | +1+14.3% | Added |
| Cornerstone Planning Group LLC | 8 | $390 | 0.00% | −437−98.2% | Reduced |
| Turning Point Benefit Group, Inc. | 11 | $507 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 11 | $508 | 0.00% | −3−21.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $512 | 0.00% | +5+83.3% | Added |
| Kilter Group LLC | 12 | $554 | 0.00% | +12 | New |
| Measured Wealth Private Client Group, LLC | 14 | $646 | 0.00% | −572−97.6% | Reduced |
| Bare Financial Services, Inc | 15 | $692 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 15 | $692 | 0.00% | +15 | New |
| Basecamp Wealth Advisors LLC | 15 | $692 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $923 | 0.00% | 00.0% | Unchanged |
| City State Bank | 21 | $969 | 0.00% | +21 | New |
| Rialto Wealth Management, LLC | 22 | $1.01K | 0.00% | +3+15.8% | Added |
| Sankala Group LLC | 23 | $1.25K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 29 | $1.34K | 0.00% | −3−9.4% | Reduced |
| Financial Consulate, Inc | 29 | $1.34K | 0.00% | +11+61.1% | Added |
| ZRC Wealth Management, LLC | 37 | $1.71K | 0.00% | +37 | New |
| Keating Financial Advisory Services, Inc. | 46 | $2.12K | 0.00% | +46 | New |
| Financial Network Wealth Advisors LLC | 48 | $2.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 55 | $2.54K | 0.00% | +55 | New |
| Smithfield Trust Co | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.45K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 75 | $3.46K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 82 | $3.78K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 89 | $4.11K | 0.00% | +45+102.3% | Added |
| Bell Investment Advisors, Inc | 91 | $4.20K | 0.00% | −5−5.2% | Reduced |
| Larson Financial Group LLC | 93 | $4.29K | 0.00% | +58+165.7% | Added |
| Manchester Capital Management LLC | 96 | $4.43K | 0.00% | +8+9.1% | Added |
| Brown Brothers Harriman & Co | 102 | $4.70K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 103 | $4.74K | 0.00% | +103 | New |
| Cape Investment Advisory, Inc. | 106 | $4.88K | 0.00% | +106 | New |
| JFS Wealth Advisors, LLC | 106 | $4.90K | 0.00% | +34+47.2% | Added |
| AdvisorNet Financial, Inc | 110 | $5.07K | 0.00% | +70+175.0% | Added |
| WealthCollab, LLC | 121 | $5.58K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 124 | $5.72K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 132 | $6.35K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 145 | $6.69K | 0.00% | +100+222.2% | Added |
| Redwood Park Advisors LLC | 153 | $7.06K | 0.00% | +1+0.7% | Added |
| Private Wealth Management Group, LLC | 158 | $7.29K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 169 | $7.79K | 0.01% | +169 | New |
| Quent Capital, LLC | 192 | $8.86K | 0.00% | −93−32.6% | Reduced |
| Anchor Investment Management, LLC | 200 | $9.22K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 201 | $9.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 201 | $9.27K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 206 | $9.50K | 0.00% | +206 | New |
| SRS Capital Advisors, Inc. | 212 | $9.79K | 0.00% | −7,448−97.2% | Reduced |
| Covestor Ltd | 244 | $11.0K | 0.01% | −2,692−91.7% | Reduced |
| Meeder Asset Management Inc | 240 | $11.1K | 0.00% | −12−4.8% | Reduced |
| Rothschild Investment LLC | 287 | $13.2K | 0.00% | +112+64.0% | Added |
| Kemnay Advisory Services Inc. | 290 | $13.4K | 0.00% | +290 | New |
| PFS Partners, LLC | 300 | $13.8K | 0.01% | −200−40.0% | Reduced |
| Central Trust Co | 300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 310 | $14.3K | 0.00% | +133+75.1% | Added |
| Vision Financial Markets LLC | 320 | $14.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 322 | $14.9K | 0.00% | +83+34.7% | Added |
| Byrne Asset Management LLC | 325 | $15.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 336 | $15.5K | 0.00% | +50+17.5% | Added |
| Motco | 350 | $16.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 351 | $16.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 373 | $17.2K | 0.00% | +28+8.1% | Added |
| Essential Partners LLC | 385 | $17.8K | 0.01% | −116−23.2% | Reduced |
| FNY Investment Advisers, LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Navalign, LLC | 419 | $19.3K | 0.00% | +419 | New |
| Litman Gregory Asset Management LLC | 438 | $20.2K | 0.00% | +438 | New |
| Private Wealth Asset Management, LLC | 440 | $20.3K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 470 | $21.7K | 0.00% | +470 | New |
| Asset Dedication, LLC | 492 | $22.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 506 | $23.0K | 0.00% | −9−1.7% | Reduced |
| Roxbury Financial LLC | 508 | $23.4K | 0.02% | +5+1.0% | Added |
| Medallion Wealth Advisors, LLC | 600 | $27.7K | 0.01% | +600 | New |
| Tradewinds Capital Management, LLC | 623 | $28.7K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 639 | $29.5K | 0.00% | −260−28.9% | Reduced |
| Princeton Global Asset Management LLC | 641 | $29.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 645 | $29.7K | 0.00% | +58+9.9% | Added |
| Parallel Advisors, LLC | 692 | $31.9K | 0.00% | −309−30.9% | Reduced |
| Heritage Wealth Advisors | 700 | $32.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 718 | $33.1K | 0.00% | −964−57.3% | Reduced |
| Crews Bank & Trust | 748 | $34.5K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 752 | $34.7K | 0.02% | +752 | New |
| Bessemer Group Inc | 763 | $35.0K | 0.00% | +150+24.5% | Added |
| Brown, Lisle/Cummings, Inc. | 786 | $36.3K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 807 | $37.2K | 0.00% | +115+16.6% | Added |
| Ensign Peak Advisors, Inc | 823 | $38.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 840 | $38.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 898 | $41.4K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 900 | $41.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 933 | $43.2K | 0.00% | +505+118.0% | Added |
| Van Eck Associates Corp | 998 | $46.0K | 0.00% | +30+3.1% | Added |
| Plato Investment Management Ltd | 1,071 | $49.6K | 0.00% | +852+389.0% | Added |
| EverSource Wealth Advisors, LLC | 1,111 | $51.2K | 0.00% | −299−21.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,118 | $51.6K | 0.01% | +1,118 | New |
| IFP Advisors, Inc | 1,291 | $59.5K | 0.00% | −587−31.3% | Reduced |