| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 0 | $29 | 0.00% | 0 | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $162 | 0.00% | −6−85.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1 | $162 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $162 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $162 | 0.00% | +1 | New |
| Concord Wealth Partners | 1 | $162 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 1 | $162 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 2 | $325 | 0.00% | −26−92.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2 | $325 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $487 | 0.00% | −51−94.4% | Reduced |
| American Capital Advisory, LLC | 3 | $487 | 0.00% | +1+50.0% | Added |
| Plante Moran Financial Advisors, LLC | 4 | $649 | 0.00% | +4 | New |
| Nemes Rush Group LLC | 4 | $649 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $650 | 0.00% | −2−33.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 4 | $650 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $650 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 5 | $812 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 6 | $970 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $974 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $974 | 0.00% | +2+50.0% | Added |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.01K | 0.00% | −40−87.0% | Reduced |
| Stephens Consulting, LLC | 7 | $1.14K | 0.00% | +7 | New |
| Activest Wealth Management | 8 | $1.30K | 0.00% | −1−11.1% | Reduced |
| Horizon Financial Services, LLC | 8 | $1.30K | 0.00% | +2+33.3% | Added |
| HFM Investment Advisors, LLC | 8 | $1.30K | 0.00% | +6+300.0% | Added |
| Rialto Wealth Management, LLC | 8 | $1.30K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $1.30K | 0.00% | −9−52.9% | Reduced |
| Hughes Financial Services, LLC | 9 | $1.35K | 0.00% | −3−25.0% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $1.46K | 0.00% | −1−10.0% | Reduced |
| Parkworth Wealth Management, Inc. | 9 | $1.46K | 0.00% | +6+200.0% | Added |
| SJS Investment Consulting Inc. | 10 | $1.62K | 0.00% | −9−47.4% | Reduced |
| Transce3nd, LLC | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $1.62K | 0.00% | +4+66.7% | Added |
| Tortoise Investment Management, LLC | 12 | $1.95K | 0.00% | +8+200.0% | Added |
| Ogorek Anthony Joseph | 16 | $2.00K | 0.00% | −14−46.7% | Reduced |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 5 | $2.03K | 0.02% | −37−88.1% | Reduced |
| MPWM Advisory Solutions, LLC | 14 | $2.27K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 14 | $2.27K | 0.00% | +14 | New |
| Clark Wealth Partners | 15 | $2.43K | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 15 | $2.44K | 0.00% | +15 | New |
| Pacifica Partners Inc. | 15 | $2.46K | 0.00% | +15 | New |
| Crowley Wealth Management, Inc. | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 16 | $2.69K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $2.80K | 0.00% | −8−30.8% | Reduced |
| Raffa Wealth Management, LLC | 18 | $2.92K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $2.93K | 0.01% | +18 | New |
| CBIZ Investment Advisory Services, LLC | 19 | $3.08K | 0.00% | +19 | New |
| Rakuten Securities, Inc. | 20 | $3.25K | 0.00% | −13−39.4% | Reduced |
| St. Johns Investment Management Company, LLC | 20 | $3.25K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $3.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $3.57K | 0.00% | −1−4.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 22 | $3.57K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 23 | $3.73K | 0.00% | +23 | New |
| Caldwell Sutter Capital, Inc. | 24 | $3.90K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 24 | $3.90K | 0.01% | +24 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $4.06K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $4.06K | 0.00% | +12+92.3% | Added |
| Altshuler Shaham Ltd | 26 | $4.22K | 0.00% | +4+18.2% | Added |
| Delos Wealth Advisors, LLC | 26 | $4.22K | 0.00% | +26 | New |
| Sunbelt Securities, Inc. | 24 | $4.23K | 0.00% | −7−22.6% | Reduced |
| True Wealth Design, LLC | 27 | $4.38K | 0.00% | +14+107.7% | Added |
| Creekmur Asset Management LLC | 28 | $4.54K | 0.00% | +28 | New |
| WealthTrak Capital Management LLC | 29 | $4.71K | 0.00% | +19+190.0% | Added |
| Dogwood Wealth Management LLC | 29 | $4.85K | 0.00% | +16+123.1% | Added |
| Cornerstone Planning Group LLC | 33 | $4.86K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 30 | $4.87K | 0.00% | −51−63.0% | Reduced |
| DT Investment Partners, LLC | 30 | $4.87K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $4.87K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 31 | $5.00K | 0.00% | +5+19.2% | Added |
| Riggs Asset Managment Co. Inc. | 34 | $5.52K | 0.00% | +34 | New |
| Moisand Fitzgerald Tamayo, LLC | 36 | $5.84K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 38 | $6.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 39 | $6.33K | 0.00% | −7−15.2% | Reduced |
| Abound Wealth Management | 39 | $6.33K | 0.00% | +13+50.0% | Added |
| Howard Hughes Medical Institute | 40 | $6.49K | 0.00% | +40 | New |
| Solstein Capital, LLC | 40 | $6.49K | 0.00% | +40 | New |
| MTM Investment Management, LLC | 40 | $6.53K | 0.00% | +40 | New |
| Financial Management Professionals, Inc. | 47 | $7.63K | 0.00% | −18−27.7% | Reduced |
| Binnacle Investments Inc | 48 | $7.79K | 0.01% | +13+37.1% | Added |
| Bogart Wealth, LLC | 49 | $7.95K | 0.00% | −6−10.9% | Reduced |
| SBI Securities Co., Ltd. | 50 | $8.12K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 54 | $8.76K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 56 | $9.09K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $9.25K | 0.00% | +3+5.6% | Added |
| Vision Financial Markets LLC | 59 | $9.48K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 60 | $9.74K | 0.01% | +60 | New |
| NewSquare Capital LLC | 67 | $10.9K | 0.00% | +33+97.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 70 | $11.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 70 | $11.4K | 0.00% | +70 | New |
| Rational Advisors LLC | 72 | $11.7K | 0.00% | +72 | New |
| Twin Peaks Wealth Advisors, LLC | 81 | $12.1K | 0.00% | +81 | New |
| Spurstone Advisory Services, LLC | 76 | $12.3K | 0.19% | +76 | New |
| Broadwater Capital Management LLC | 12,984 | $13.0K | 0.01% | +12,904+16,130.0% | Added |
| Cornerstone National Bank & Trust Co | 96 | $15.6K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $16.2K | 0.00% | +100 | New |