| Ulland Investment Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 2 | $0 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 1 | $91 | 0.00% | −21−95.5% | Reduced |
| Creative Financial Designs Inc | 2 | $181 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $363 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $453 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 5 | $454 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6 | $544 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 6 | $550 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $725 | 0.00% | +8 | New |
| WFA Asset Management Corp | 8 | $726 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 10 | $906 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 10 | $912 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 16 | $1.00K | 0.00% | +16 | New |
| Godsey & Gibb Associates | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 18 | $1.63K | 0.00% | +18 | New |
| Stonebridge Capital Advisors LLC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 21 | $1.90K | 0.00% | −434−95.4% | Reduced |
| Financial Perspectives, Inc | 21 | $1.90K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 22 | $2.00K | 0.00% | +8+57.1% | Added |
| Retirement Group, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 24 | $2.18K | 0.00% | +24 | New |
| Gould Capital, LLC | 25 | $2.27K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 26 | $2.36K | 0.00% | +16+160.0% | Added |
| Western Pacific Wealth Management, LP | 29 | $2.63K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 29 | $2.63K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 29 | $2.63K | 0.00% | +29 | New |
| Aspire Private Capital, LLC | 32 | $2.90K | 0.00% | −3−8.6% | Reduced |
| DecisionPoint Financial, LLC | 32 | $2.90K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $2.90K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $3.08K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 38 | $3.44K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 38 | $3.44K | 0.00% | +38 | New |
| James Investment Research Inc | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 48 | $4.35K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.44K | 0.00% | – | – |
| Tompkins Financial Corp | 50 | $4.53K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 50 | $4.53K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 52 | $4.72K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 52 | $4.73K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 60 | $5.44K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 62 | $5.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $6.07K | 0.00% | −36−35.0% | Reduced |
| Salem Investment Counselors Inc | 69 | $6.25K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 72 | $6.53K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 80 | $7.25K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 90 | $8.16K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 90 | $8.22K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 108 | $8.24K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 91 | $8.36K | 0.37% | +15+19.7% | Added |
| Ahrens Investment Partners LLC | 96 | $8.70K | 0.00% | +96 | New |
| Macroview Investment Management LLC | 97 | $8.79K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 99 | $8.97K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $9.06K | 0.00% | −742−88.1% | Reduced |
| Hallmark Capital Management Inc | 100 | $9.06K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $9.06K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $9.06K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 101 | $9.16K | 0.00% | +101 | New |
| Rise Advisors, LLC | 102 | $9.23K | 0.01% | −8−7.3% | Reduced |
| Prestige Wealth Management Group LLC | 115 | $10.4K | 0.00% | −6−5.0% | Reduced |
| Schubert & Co | 115 | $10.4K | 0.01% | +21+22.3% | Added |
| Insight Financial Services | 118 | $10.7K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 120 | $10.9K | 0.00% | +11+10.1% | Added |
| Front Row Advisors LLC | 126 | $11.0K | 0.01% | −16−11.3% | Reduced |
| Institutional & Family Asset Management, LLC | 131 | $11.9K | 0.00% | +11+9.2% | Added |
| McIlrath & Eck, LLC | 134 | $12.1K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 140 | $12.5K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 144 | $13.1K | 0.00% | +105+269.2% | Added |
| TCI Wealth Advisors, Inc. | 146 | $13.2K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 149 | $13.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $13.6K | 0.00% | −3−2.0% | Reduced |
| Bogart Wealth, LLC | 156 | $14.1K | 0.00% | +156 | New |
| Washington Trust Advisors, Inc. | 166 | $15.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 172 | $15.6K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 180 | $16.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 180 | $16.3K | 0.00% | +180 | New |
| Raffa Wealth Management, LLC | 209 | $18.9K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 213 | $19.3K | 0.00% | +213 | New |
| CarsonAllaria Wealth Management, Ltd. | 233 | $21.2K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 243 | $22.0K | 0.01% | +187+333.9% | Added |
| CVA Family Office, LLC | 249 | $22.6K | 0.01% | −40−13.8% | Reduced |
| Avalon Trust Co | 250 | $22.7K | 0.00% | +250 | New |
| WealthPLAN Partners, LLC | 260 | $23.6K | 0.00% | +260 | New |
| HHM Wealth Advisors, LLC | 298 | $27.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $27.2K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 300 | $27.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 304 | $27.6K | 0.01% | +304 | New |
| Syverson Strege & Co | 314 | $28.5K | 0.01% | +313+31,300.0% | Added |
| KB Financial Partners, LLC | 322 | $29.0K | 0.01% | −58−15.3% | Reduced |
| RFP Financial Group LLC | 325 | $29.5K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 330 | $29.9K | 0.00% | 00.0% | Unchanged |