| VitalStone Financial, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $243 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $243 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $243 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 8 | $276 | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $277 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $313 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $347 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $347 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $347 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $347 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $347 | 0.00% | +10 | New |
| Financial Freedom, LLC | 11 | $398 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13 | $451 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $486 | 0.00% | +9+180.0% | Added |
| Glass Jacobson Investment Advisors llc | 16 | $555 | 0.00% | +8+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 18 | $625 | 0.00% | +18 | New |
| Raleigh Capital Management Inc. | 20 | $693 | 0.00% | −477−96.0% | Reduced |
| Delos Wealth Advisors, LLC | 20 | $694 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $729 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $798 | 0.00% | −200−89.7% | Reduced |
| Wolff Wiese Magana LLC | 24 | $833 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 32 | $1.11K | 0.00% | +32 | New |
| Missouri Trust & Investment Co | 35 | $1.21K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 36 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $1.28K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 37 | $1.28K | 0.00% | +37 | New |
| Financial Synergies Wealth Advisors, Inc. | 37 | $1.28K | 0.00% | +37 | New |
| CGC Financial Services, LLC | 38 | $1.32K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 38 | $1.32K | 0.00% | +38 | New |
| VisionPoint Advisory Group, LLC | 43 | $1.49K | 0.00% | +2+4.9% | Added |
| Scarborough Advisors, LLC | 45 | $1.56K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 49 | $1.70K | 0.00% | −33−40.2% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 54 | $1.87K | 0.00% | +46+575.0% | Added |
| Financial Management Professionals, Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 55 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 59 | $2.19K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 69 | $2.27K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 68 | $2.36K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 72 | $2.67K | 0.00% | +72 | New |
| Richard W. Paul & Associates, LLC | 80 | $2.77K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 80 | $2.77K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 105 | $3.00K | 0.00% | +25+31.3% | Added |
| Capital Advisors, Ltd. LLC | 76 | $3.00K | 0.00% | +18+31.0% | Added |
| Avion Wealth | 69 | $3.00K | 0.00% | +14+25.5% | Added |
| Activest Wealth Management | 97 | $3.36K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 99 | $3.43K | 0.00% | +99 | New |
| Arrow Financial Corp | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 112 | $3.88K | 0.00% | −10−8.2% | Reduced |
| PayPay Securities Corp | 113 | $3.92K | 0.20% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 119 | $4.13K | 0.00% | +4+3.5% | Added |
| Vima LLC | 153 | $4.17K | 0.00% | +21+15.9% | Added |
| Planning Capital Management Corp | 125 | $4.33K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 127 | $4.40K | 0.00% | +8+6.7% | Added |
| Plante Moran Financial Advisors, LLC | 137 | $4.75K | 0.00% | +25+22.3% | Added |
| Sound Income Strategies, LLC | 146 | $5.06K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 148 | $5.13K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 150 | $5.20K | 0.01% | −25−14.3% | Reduced |
| Your Advocates Ltd., LLP | 150 | $5.20K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $5.55K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 167 | $5.79K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 170 | $5.89K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 175 | $6.07K | 0.00% | −21−10.7% | Reduced |
| Smartleaf Asset Management LLC | 188 | $6.56K | 0.00% | +188 | New |
| Fortitude Family Office, LLC | 199 | $6.90K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 200 | $6.93K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $6.93K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 200 | $6.93K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $7.03K | 0.00% | −815−80.3% | Reduced |
| Brown Brothers Harriman & Co | 203 | $7.04K | 0.00% | −2−1.0% | Reduced |
| Zions Bancorporation, N.A. | 212 | $7.35K | 0.00% | −42−16.5% | Reduced |
| DSM Capital Partners LLC | 245 | $8.49K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 249 | $8.63K | 0.00% | −31−11.1% | Reduced |
| Highlander Capital Management, LLC | 250 | $8.67K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 250 | $8.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 258 | $8.95K | 0.00% | +208+416.0% | Added |
| Smithfield Trust Co | 241 | $9.00K | 0.00% | +81+50.6% | Added |
| HM Payson & Co | 263 | $9.12K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $9.36K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 278 | $9.82K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 286 | $9.91K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 287 | $9.95K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 281 | $10.0K | 0.00% | +128+83.7% | Added |
| Hexagon Capital Partners LLC | 291 | $10.1K | 0.00% | +102+54.0% | Added |
| Carmichael Hill & Associates, Inc. | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 300 | $10.4K | 0.00% | +300 | New |
| Stone House Investment Management, LLC | 317 | $11.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 357 | $12.4K | 0.00% | −363−50.4% | Reduced |
| Larson Financial Group LLC | 361 | $12.5K | 0.00% | +307+568.5% | Added |