| Transamerica Financial Advisors, Inc. | 1 | $268 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $512 | 0.00% | −114−99.1% | Reduced |
| Main Street Group, LTD | 1 | $512 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $512 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $513 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $513 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $549 | 0.00% | −4−80.0% | Reduced |
| Cornerstone Planning Group LLC | 1 | $552 | 0.00% | −9−90.0% | Reduced |
| Penserra Capital Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $1.02K | 0.00% | +1+100.0% | Added |
| WPG Advisers, LLC | 2 | $1.02K | 0.00% | −86−97.7% | Reduced |
| Zions Bancorporation, National Association | 2 | $1.02K | 0.00% | −44−95.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $1.02K | 0.00% | +1+100.0% | Added |
| Quaker Wealth Management, LLC | 2 | $1.02K | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $1.02K | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $1.03K | 0.00% | +2 | New |
| Binnacle Investments Inc | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.54K | 0.00% | +2+200.0% | Added |
| Atlantic Trust, LLC | 3 | $1.54K | 0.00% | +3 | New |
| Avion Wealth | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Sittner & Nelson, LLC | 4 | $2.05K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 4 | $2.05K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 4 | $2.05K | 0.00% | +1+33.3% | Added |
| Sound Income Strategies, LLC | 4 | $2.05K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $2.05K | 0.00% | −3−42.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $2.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $2.05K | 0.00% | +2+100.0% | Added |
| Kilter Group LLC | 4 | $2.05K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $2.14K | 0.00% | −7−63.6% | Reduced |
| Granite FO LLC | 5 | $2.56K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $2.56K | 0.00% | +4+400.0% | Added |
| True Wealth Design, LLC | 6 | $3.07K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 6 | $3.07K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $3.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $3.59K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $3.59K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $3.59K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7 | $3.67K | 0.00% | +7 | New |
| Kelly Lawrence W & Associates Inc | 8 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $4.10K | 0.00% | +1+14.3% | Added |
| Bangor Savings Bank | 9 | $4.61K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 10 | $5.12K | 0.00% | +10 | New |
| Johnson Financial Group, Inc. | 10 | $5.12K | 0.00% | −277−96.5% | Reduced |
| Private Wealth Management Group, LLC | 10 | $5.12K | 0.00% | +1+11.1% | Added |
| PFS Partners, LLC | 10 | $5.12K | 0.00% | +10 | New |
| Key Financial Inc | 11 | $5.63K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $5.63K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $5.63K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $6.11K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $6.15K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $6.66K | 0.00% | −4−23.5% | Reduced |
| Caldwell Trust Co | 14 | $7.17K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $7.17K | 0.00% | +1+7.7% | Added |
| Caitong International Asset Management Co., Ltd | 14 | $7.17K | 0.01% | +12+600.0% | Added |
| Financial Management Professionals, Inc. | 15 | $7.68K | 0.00% | −16−51.6% | Reduced |
| Albion Financial Group | 15 | $7.68K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $7.68K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $7.68K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $7.68K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 16 | $8.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 16 | $8.20K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 16 | $8.20K | 0.00% | +2+14.3% | Added |
| Tortoise Investment Management, LLC | 16 | $8.20K | 0.00% | +3+23.1% | Added |
| TD Waterhouse Canada Inc. | 17 | $8.70K | 0.00% | +17 | New |
| Golden State Wealth Management, LLC | 17 | $8.71K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 17 | $8.93K | 0.00% | −1−5.6% | Reduced |
| CoreCap Advisors, LLC | 18 | $9.22K | 0.00% | +9+100.0% | Added |
| Fortitude Family Office, LLC | 19 | $9.73K | 0.00% | +10+111.1% | Added |
| Sachetta, LLC | 19 | $9.73K | 0.00% | +15+375.0% | Added |
| Rakuten Securities, Inc. | 20 | $10.2K | 0.00% | +20 | New |
| Washington Trust Advisors, Inc. | 21 | $10.7K | 0.00% | +2+10.5% | Added |
| St Germain D J Co Inc | 21 | $10.8K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 21 | $10.8K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 20 | $11.0K | 0.00% | +20 | New |
| NewSquare Capital LLC | 23 | $11.8K | 0.00% | −3−11.5% | Reduced |
| DT Investment Partners, LLC | 23 | $11.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 24 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $12.3K | 0.00% | −3−11.1% | Reduced |
| Rise Advisors, LLC | 27 | $13.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 31 | $15.8K | 0.00% | −32−50.8% | Reduced |
| Farmers & Merchants Investments Inc | 31 | $15.9K | 0.00% | +2+6.9% | Added |
| GW&K Investment Management, LLC | 32 | $16.0K | 0.00% | +5+18.5% | Added |
| Clear Street Markets LLC | 32 | $16.4K | 0.01% | +32 | New |
| Sierra Ocean, LLC | 33 | $16.9K | 0.01% | −1−2.9% | Reduced |
| Covestor Ltd | 33 | $17.0K | 0.01% | −88−72.7% | Reduced |
| Beacon Capital Management, LLC | 35 | $17.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $18.4K | 0.00% | −11−23.4% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 36 | $18.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $18.4K | 0.00% | +30+500.0% | Added |
| Harbour Investments, Inc. | 39 | $20.0K | 0.00% | +3+8.3% | Added |
| Versant Capital Management, Inc | 41 | $21.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 42 | $21.5K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 43 | $22.0K | 0.01% | 00.0% | Unchanged |