| Hanson & Doremus Investment Management | 9 | $0 | 0.00% | +9 | New |
| Kozak & Associates, Inc. | 0 | $11 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 3 | $149 | 0.00% | −780−99.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 6 | $297 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 7 | $334 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 7 | $348 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 7 | $348 | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 8 | $397 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $447 | 0.00% | −17−65.4% | Reduced |
| Bogart Wealth, LLC | 9 | $447 | 0.00% | +9 | New |
| Archer Investment Corp | 10 | $497 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 11 | $547 | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 12 | $596 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $795 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16 | $795 | 0.00% | +16 | New |
| Key Financial Inc | 20 | $993 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 20 | $993 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $994 | 0.00% | +20 | New |
| TSFG, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $1.04K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $1.14K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 24 | $1.21K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 27 | $1.34K | 0.00% | +27 | New |
| True Wealth Design, LLC | 28 | $1.39K | 0.00% | +4+16.7% | Added |
| Boyd Watterson Asset Management LLC | 29 | $1.44K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $1.49K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 39 | $1.94K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 40 | $1.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 43 | $2.18K | 0.00% | −43−50.0% | Reduced |
| Bell Investment Advisors, Inc | 44 | $2.19K | 0.00% | +32+266.7% | Added |
| Miller Wealth Advisors, LLC | 45 | $2.23K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 45 | $2.25K | 0.00% | +45 | New |
| Orion Capital Management LLC | 49 | $2.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $2.43K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 51 | $2.53K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 51 | $2.53K | 0.00% | +51 | New |
| Cornerstone Planning Group LLC | 48 | $2.55K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 52 | $2.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 52 | $2.58K | 0.00% | +52 | New |
| Carolinas Wealth Consulting LLC | 54 | $2.68K | 0.00% | +5+10.2% | Added |
| Montag A & Associates Inc | 56 | $2.80K | 0.00% | +56 | New |
| Hillsdale Investment Management Inc. | 60 | $2.98K | 0.00% | −20−25.0% | Reduced |
| Capital A Wealth Management, LLC | 64 | $3.18K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 65 | $3.23K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 75 | $3.72K | 0.00% | −173−69.8% | Reduced |
| SWAN Capital LLC | 76 | $3.77K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 78 | $3.88K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 80 | $3.97K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 84 | $4.17K | 0.00% | +84 | New |
| Zions Bancorporation, National Association | 84 | $4.17K | 0.00% | +84 | New |
| Chilton Capital Management LLC | 85 | $4.22K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 85 | $4.22K | 0.00% | +12+16.4% | Added |
| Hoese & Co LLP | 100 | $4.97K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $4.97K | 0.00% | −4−3.8% | Reduced |
| TD Capital Management LLC | 100 | $4.97K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 101 | $5.01K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 107 | $5.32K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 111 | $5.51K | 0.00% | +111 | New |
| N.E.W. Advisory Services LLC | 113 | $5.61K | 0.00% | +113 | New |
| Fifth Third Bancorp | 123 | $6.11K | 0.00% | +8+7.0% | Added |
| Golden State Wealth Management, LLC | 126 | $6.26K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 129 | $6.41K | 0.00% | +60+87.0% | Added |
| Centricity Wealth Management, LLC | 144 | $7.15K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 144 | $7.23K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 147 | $7.30K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 150 | $7.45K | 0.01% | +62+70.5% | Added |
| North Star Investment Management Corp. | 160 | $7.95K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $8.15K | 0.00% | −10−5.7% | Reduced |
| Stonebridge Financial Group, LLC | 165 | $8.20K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 165 | $8.20K | 0.00% | +165 | New |
| Strengthening Families & Communities, LLC | 171 | $8.50K | 0.01% | +2+1.2% | Added |
| Hara Capital LLC | 185 | $9.19K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 187 | $9.29K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 208 | $10.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 246 | $12.2K | 0.00% | +246 | New |
| Wealth Preservation Advisors, LLC | 251 | $12.5K | 0.01% | +251 | New |
| GPS Wealth Strategies Group, LLC | 276 | $13.7K | 0.00% | +1+0.4% | Added |
| Manchester Capital Management LLC | 276 | $13.7K | 0.00% | +200+263.2% | Added |
| Private Trust Co NA | 277 | $13.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 289 | $14.4K | 0.01% | +289 | New |
| Eastern Bank | 300 | $14.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 336 | $16.7K | 0.00% | −451−57.3% | Reduced |
| Millstone Evans Group, LLC | 338 | $16.8K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 334 | $17.0K | 0.00% | +334 | New |
| JTC Employer Solutions Trusteee Ltd | 361 | $18.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 380 | $18.9K | 0.00% | −52−12.0% | Reduced |
| JCIC Asset Management Inc. | 390 | $19.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 416 | $20.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 423 | $21.0K | 0.00% | +100+31.0% | Added |
| Financial Network Wealth Management LLC | 446 | $22.0K | 0.01% | +446 | New |
| GHP Investment Advisors, Inc. | 446 | $22.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 500 | $24.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 511 | $25.4K | 0.00% | +29+6.0% | Added |
| Geneos Wealth Management Inc. | 516 | $25.6K | 0.00% | +42+8.9% | Added |
| Chesapeake Asset Management LLC | 562 | $27.9K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 576 | $28.6K | 0.01% | −110−16.0% | Reduced |
| Banque Pictet & Cie SA | 617 | $30.6K | 0.00% | +467+311.3% | Added |
| Provenance Wealth Advisors, LLC | 628 | $31.2K | 0.00% | −3,009−82.7% | Reduced |