| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $14 | 0.00% | 0 | New |
| Delos Wealth Advisors, LLC | 1 | $312 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $318 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 2 | $623 | 0.00% | +2 | New |
| CGC Financial Services, LLC | 3 | $936 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $939 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $1.56K | 0.00% | −2−28.6% | Reduced |
| True Wealth Design, LLC | 5 | $1.56K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 5 | $1.56K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 6 | $1.87K | 0.00% | +6 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Country Trust Bank | 7 | $2.18K | 0.00% | +7 | New |
| VisionPoint Advisory Group, LLC | 8 | $2.50K | 0.00% | −21−72.4% | Reduced |
| Orion Capital Management LLC | 8 | $2.50K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $2.81K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 9 | $2.81K | 0.00% | +9 | New |
| Frank, Rimerman Advisors LLC | 9 | $2.81K | 0.00% | +9 | New |
| Semmax Financial Advisors Inc. | 10 | $3.07K | 0.00% | +10 | New |
| Operose Advisors LLC | 10 | $3.12K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 10 | $3.12K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10 | $3.12K | 0.00% | +10 | New |
| Nemes Rush Group LLC | 10 | $3.13K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 11 | $3.50K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 12 | $3.74K | 0.00% | +12 | New |
| Winch Advisory Services, LLC | 12 | $3.81K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14 | $4.37K | 0.00% | −927−98.5% | Reduced |
| Johnson Financial Group, Inc. | 14 | $4.37K | 0.00% | +9+180.0% | Added |
| Frazier Financial Advisors, LLC | 14 | $4.37K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 18 | $4.59K | 0.00% | +18 | New |
| Chilton Capital Management LLC | 15 | $4.68K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $4.68K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $4.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $4.68K | 0.00% | +15 | New |
| Dunhill Financial, LLC | 16 | $4.91K | 0.00% | +16 | New |
| Criterion Capital Advisors, LLC | 16 | $4.99K | 0.00% | +16 | New |
| Hazlett, Burt & Watson, Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 17 | $5.30K | 0.00% | +17 | New |
| REAP Financial Group, LLC | 17 | $5.31K | 0.00% | +17 | New |
| Strategic Investment Solutions, Inc. | 18 | $5.61K | 0.00% | −1,193−98.5% | Reduced |
| Tfo-TDC, LLC | 18 | $5.61K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $5.61K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 18 | $5.62K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $6.24K | 0.00% | +20 | New |
| Eagle Bay Advisors LLC | 20 | $6.24K | 0.00% | −6−23.1% | Reduced |
| Livelsberger Financial Advisory | 20 | $6.32K | 0.01% | +20 | New |
| Brown, Lisle/Cummings, Inc. | 21 | $6.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $6.55K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 21 | $6.55K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 21 | $6.55K | 0.00% | +21 | New |
| TFC Financial Management | 21 | $6.56K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 22 | $6.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $7.00K | 0.00% | −16−41.0% | Reduced |
| Rakuten Securities, Inc. | 23 | $7.17K | 0.01% | +23 | New |
| Hoese & Co LLP | 26 | $7.25K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 24 | $7.49K | 0.00% | +24 | New |
| Birch Capital Management, LLC | 25 | $7.82K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 26 | $8.11K | 0.00% | −21−44.7% | Reduced |
| Robinswood Financial LLC | 27 | $8.42K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 28 | $8.73K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 32 | $9.98K | 0.01% | +32 | New |
| Carolina Wealth Advisors, LLC | 33 | $10.3K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 33 | $10.3K | 0.00% | +33 | New |
| American National Bank | 34 | $10.6K | 0.00% | −44−56.4% | Reduced |
| GHP Investment Advisors, Inc. | 34 | $10.6K | 0.00% | −53−60.9% | Reduced |
| Valley National Advisers Inc | 38 | $11.0K | 0.00% | −45−54.2% | Reduced |
| Essex Investment Management Co LLC | 36 | $11.2K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 37 | $11.5K | 0.01% | −5−11.9% | Reduced |
| MCF Advisors LLC | 37 | $11.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $11.9K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 39 | $12.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 41 | $12.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 42 | $13.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 44 | $13.0K | 0.00% | +18+69.2% | Added |
| Concord Wealth Partners | 44 | $13.7K | 0.00% | −23−34.3% | Reduced |
| HHM Wealth Advisors, LLC | 44 | $13.8K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $14.0K | 0.01% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 45 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 46 | $14.3K | 0.01% | +46 | New |
| Able Wealth Management LLC | 50 | $15.5K | 0.01% | +50 | New |
| Cambridge Trust Co | 50 | $15.6K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 50 | $15.6K | 0.00% | +50 | New |
| Albion Financial Group | 51 | $15.9K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 51 | $15.9K | 0.00% | +51 | New |
| Raleigh Capital Management Inc. | 54 | $16.8K | 0.01% | +16+42.1% | Added |
| Center for Financial Planning, Inc. | 54 | $16.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 54 | $16.8K | 0.01% | +54 | New |
| Hobbs Group Advisors, LLC | 54 | $16.8K | 0.01% | +54 | New |
| Carolinas Wealth Consulting LLC | 57 | $17.7K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 57 | $17.8K | 0.02% | −3,372−98.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 57 | $17.8K | 0.02% | +57 | New |
| Solstein Capital, LLC | 58 | $18.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $18.4K | 0.00% | +1+1.7% | Added |
| IAG Wealth Partners, LLC | 60 | $18.7K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 63 | $19.6K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 69 | $21.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 70 | $21.8K | 0.01% | −111−61.3% | Reduced |