| Coston, McIsaac & Partners | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $9 | 0.00% | 0 | Unchanged |
| DuPont Capital Management Corp | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3 | $74 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 4 | $99 | 0.00% | +4 | New |
| Essential Partners LLC | 5 | $124 | 0.00% | +3+150.0% | Added |
| Wealth Preservation Advisors, LLC | 8 | $198 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $247 | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 12 | $297 | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 18 | $445 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $692 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $741 | 0.00% | −1,070−97.3% | Reduced |
| Bare Financial Services, Inc | 30 | $741 | 0.00% | −3−9.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 35 | $865 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 41 | $1.01K | 0.00% | +41 | New |
| Guerra Advisors Inc | 48 | $1.19K | 0.00% | +48 | New |
| Gen-Wealth Partners Inc | 50 | $1.24K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $1.24K | 0.00% | +50 | New |
| SWAN Capital LLC | 50 | $1.24K | 0.00% | +50 | New |
| Quarry LP | 51 | $1.26K | 0.00% | −566−91.7% | Reduced |
| SOA Wealth Advisors, LLC. | 52 | $1.28K | 0.00% | −50−49.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 55 | $1.36K | 0.00% | +55 | New |
| Quent Capital, LLC | 60 | $1.48K | 0.00% | +60 | New |
| AdvisorNet Financial, Inc | 70 | $1.73K | 0.00% | −63−47.4% | Reduced |
| Family Legacy Financial Solutions, LLC | 75 | $1.85K | 0.00% | +75 | New |
| Avion Wealth | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $2.45K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 100 | $2.47K | 0.00% | −12,900−99.2% | Reduced |
| Central Trust Co | 100 | $2.47K | 0.00% | +100 | New |
| Tower View Investment Management & Research LLC | 100 | $2.47K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 100 | $2.47K | 0.00% | +100 | New |
| Smallwood Wealth Investment Management, LLC | 100 | $2.47K | 0.00% | +100 | New |
| Future Financial Wealth Managment LLC | 120 | $2.96K | 0.00% | +120 | New |
| Plante Moran Financial Advisors, LLC | 144 | $3.56K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 171 | $4.23K | 0.00% | +38+28.6% | Added |
| Pittenger & Anderson Inc | 180 | $4.45K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 182 | $4.50K | 0.00% | +182 | New |
| Kozak & Associates, Inc. | 200 | $4.57K | 0.00% | +200 | New |
| Wealthspire Advisors, LLC | 188 | $4.65K | 0.00% | +188 | New |
| Prestige Wealth Management Group LLC | 193 | $4.77K | 0.00% | −1−0.5% | Reduced |
| HighMark Wealth Management LLC | 200 | $4.94K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $4.94K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 200 | $4.94K | 0.00% | +100+100.0% | Added |
| Root Financial Partners, LLC | 200 | $4.94K | 0.00% | +200 | New |
| Scarborough Advisors, LLC | 206 | $5.09K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 216 | $5.34K | 0.00% | +216 | New |
| Smartleaf Asset Management LLC | 213 | $5.39K | 0.00% | +161+309.6% | Added |
| Caldwell Sutter Capital, Inc. | 225 | $5.56K | 0.00% | +225 | New |
| FNY Investment Advisers, LLC | 318 | $7.00K | 0.00% | +184+137.3% | Added |
| Ronald Blue Trust, Inc. | 299 | $7.39K | 0.00% | −285−48.8% | Reduced |
| Cornerstone Planning Group LLC | 1,819 | $7.69K | 0.00% | +119+7.0% | Added |
| EverSource Wealth Advisors, LLC | 313 | $7.73K | 0.00% | +53+20.4% | Added |
| Kennebec Savings Bank | 336 | $8.30K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 360 | $8.90K | 0.00% | +260+260.0% | Added |
| Bessemer Group Inc | 369 | $9.00K | 0.00% | +310+525.4% | Added |
| Adirondack Trust Co | 411 | $10.2K | 0.00% | +411 | New |
| Sunbelt Securities, Inc. | 417 | $10.3K | 0.00% | +417 | New |
| ORG Partners LLC | 420 | $10.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 430 | $10.6K | 0.00% | +430 | New |
| Marshall & Sterling Wealth Advisors Inc. | 440 | $10.9K | 0.01% | +440 | New |
| Goodman Advisory Group, LLC | 454 | $11.2K | 0.00% | +454 | New |
| Chesapeake Asset Management LLC | 480 | $11.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 495 | $12.0K | 0.00% | −580−54.0% | Reduced |
| Citizens National Bank Trust Department | 500 | $12.4K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 500 | $12.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 500 | $12.4K | 0.00% | +500 | New |
| Manchester Capital Management LLC | 500 | $12.4K | 0.00% | +500 | New |
| Parkside Financial Bank & Trust | 520 | $12.8K | 0.00% | +217+71.6% | Added |
| FWL Investment Management, LLC | 525 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 600 | $14.8K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 600 | $14.8K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 600 | $14.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 600 | $14.8K | 0.00% | +600 | New |
| Covestor Ltd | 634 | $16.0K | 0.01% | +615+3,236.8% | Added |
| Ameritas Advisory Services, LLC | 690 | $17.1K | 0.00% | −649−48.5% | Reduced |
| Sterling Capital Management LLC | 749 | $18.5K | 0.00% | +52+7.5% | Added |
| WealthCollab, LLC | 800 | $19.8K | 0.01% | +800 | New |
| Parallel Advisors, LLC | 903 | $22.3K | 0.00% | −1,303−59.1% | Reduced |
| Armstrong Advisory Group, Inc | 903 | $22.3K | 0.00% | +350+63.3% | Added |
| Team Financial Group, LLC | 917 | $22.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 927 | $22.9K | 0.00% | +727+363.5% | Added |
| Albion Financial Group | 1,000 | $24.7K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,000 | $24.7K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 1,096 | $27.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,205 | $29.8K | 0.00% | +1,205 | New |
| CIBC Private Wealth Group, LLC | 1,246 | $30.8K | 0.00% | −18,763−93.8% | Reduced |
| Financial Consulate, Inc | 1,271 | $31.4K | 0.00% | +1,271 | New |
| Bogart Wealth, LLC | 1,310 | $32.4K | 0.00% | +160+13.9% | Added |
| Point72 Asset Management, L.P. | 1,438 | $35.5K | 0.00% | +1,438 | New |
| Murphy & Mullick Capital Management Corp | 1,400 | $35.7K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,464 | $36.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,500 | $37.1K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,549 | $38.3K | 0.02% | +12+0.8% | Added |
| Creative Financial Designs Inc | 1,550 | $38.3K | 0.00% | +1,450+1,450.0% | Added |
| Fourth Dimension Wealth, LLC | 1,600 | $39.5K | 0.02% | +200+14.3% | Added |
| Wall Street Access Asset Management, LLC | 1,631 | $40.3K | 0.01% | +1,631 | New |
| Harbour Investments, Inc. | 1,826 | $45.1K | 0.00% | +200+12.3% | Added |
| Larson Financial Group LLC | 1,854 | $45.8K | 0.00% | +1,754+1,754.0% | Added |
| GAMMA Investing LLC | 1,874 | $46.3K | 0.00% | +482+34.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,925 | $47.6K | 0.01% | +1,100+133.3% | Added |