| Glen Eagle Advisors, LLC | 0 | $3 | 0.00% | −53−100.0% | Reduced |
| Hurley Capital, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 2 | $177 | 0.00% | −3−60.0% | Reduced |
| Activest Wealth Management | 2 | $179 | 0.00% | −2−50.0% | Reduced |
| Seneschal Advisors, LLC | 2 | $180 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 3 | $269 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $359 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $359 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 5 | $439 | 0.00% | +5 | New |
| IAG Wealth Partners, LLC | 5 | $448 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $448 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $449 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $537 | 0.00% | +1+20.0% | Added |
| Evolution Wealth Management Inc. | 6 | $538 | 0.00% | −104−94.5% | Reduced |
| Asset Dedication, LLC | 6 | $538 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $538 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $538 | 0.00% | +6 | New |
| Heartwood Wealth Advisors LLC | 6 | $538 | 0.00% | +6 | New |
| North Star Investment Management Corp. | 7 | $628 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 7 | $628 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $705 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $811 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $906 | 0.00% | −6−37.5% | Reduced |
| Maryland Capital Advisors Inc. | 11 | $987 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +6+200.0% | Added |
| Cloud Capital Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 12 | $1.08K | 0.00% | +12 | New |
| Wealth Watch Advisors, INC | 13 | $1.17K | 0.00% | +13 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 17 | $1.52K | 0.00% | −33−66.0% | Reduced |
| WealthCollab, LLC | 17 | $1.52K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 18 | $1.61K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $1.70K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 22 | $1.97K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 25 | $2.24K | 0.00% | +1+4.2% | Added |
| Thompson Investment Management, Inc. | 28 | $2.51K | 0.00% | +28 | New |
| Advanced Portfolio Management, LLC | 28 | $2.51K | 0.01% | +28 | New |
| ORG Partners LLC | 29 | $2.62K | 0.00% | −11−27.5% | Reduced |
| Pacifica Partners Inc. | 33 | $2.91K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 33 | $2.96K | 0.00% | +33 | New |
| Sunbelt Securities, Inc. | 35 | $3.14K | 0.00% | +35 | New |
| UMA Financial Services, Inc. | 39 | $3.50K | 0.00% | +20+105.3% | Added |
| Anfield Capital Management, LLC | 41 | $3.68K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 41 | $3.68K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 42 | $3.74K | 0.00% | −3−6.7% | Reduced |
| GW&K Investment Management, LLC | 45 | $4.00K | 0.00% | −11−19.6% | Reduced |
| Bruce G. Allen Investments, LLC | 51 | $4.57K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 52 | $4.66K | 0.00% | −38−42.2% | Reduced |
| Roxbury Financial LLC | 58 | $5.17K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 58 | $5.20K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59 | $5.29K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 62 | $5.56K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 63 | $5.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $6.01K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $6.28K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 73 | $6.54K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 73 | $6.54K | 0.00% | +54+284.2% | Added |
| Farmers & Merchants Investments Inc | 75 | $6.72K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 77 | $7.05K | 0.00% | +34+79.1% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $7.21K | 0.00% | −6−7.0% | Reduced |
| Financial Perspectives, Inc | 81 | $7.26K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 92 | $8.25K | 0.00% | +8+9.5% | Added |
| Signature Resources Capital Management, LLC | 93 | $8.34K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $8.97K | 0.00% | −3−2.9% | Reduced |
| Country Trust Bank | 100 | $8.97K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $8.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 101 | $9.06K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $9.14K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 105 | $9.41K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 107 | $9.59K | 0.00% | +26+32.1% | Added |
| Rocky Mountain Advisers, LLC | 110 | $9.86K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 124 | $11.0K | 0.00% | +124 | New |
| SBI Securities Co., Ltd. | 125 | $11.2K | 0.00% | −16−11.3% | Reduced |
| Bryn Mawr Trust Co | 125 | $11.2K | 0.00% | +95+316.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 125 | $11.2K | 0.00% | +125 | New |
| Pinnacle Bancorp, Inc. | 126 | $11.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 131 | $11.7K | 0.00% | −2−1.5% | Reduced |
| Hemington Wealth Management | 149 | $13.0K | 0.00% | −5−3.2% | Reduced |
| Johnson Financial Group, Inc. | 152 | $13.6K | 0.00% | +31+25.6% | Added |
| Smartleaf Asset Management LLC | 158 | $13.8K | 0.00% | +83+110.7% | Added |
| Robinswood Financial LLC | 160 | $14.3K | 0.00% | +160 | New |
| LRI Investments, LLC | 163 | $14.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 174 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 174 | $15.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 199 | $17.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 201 | $18.0K | 0.00% | +1+0.5% | Added |
| Clear Street Markets LLC | 207 | $18.6K | 0.01% | +127+158.8% | Added |
| Walleye Capital LLC | 209 | $18.7K | 0.00% | −26,399−99.2% | Reduced |
| Clearstead Advisors, LLC | 209 | $18.7K | 0.00% | +42+25.1% | Added |
| SJS Investment Consulting Inc. | 232 | $20.8K | 0.00% | +223+2,477.8% | Added |
| Root Financial Partners, LLC | 267 | $23.9K | 0.00% | +267 | New |
| Atlantic Trust, LLC | 267 | $23.9K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 270 | $24.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 270 | $24.2K | 0.01% | +1+0.4% | Added |
| Parkside Financial Bank & Trust | 276 | $24.7K | 0.00% | −34−11.0% | Reduced |
| Covestor Ltd | 288 | $26.0K | 0.01% | −3−1.0% | Reduced |
| Deseret Mutual Benefit Administrators | 293 | $26.3K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 300 | $26.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $26.9K | 0.00% | 00.0% | Unchanged |