| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 3 | $0 | 0.00% | +3 | New |
| Spartan Planning & Wealth Management | 1 | $149 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $149 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $317 | 0.00% | −1−33.3% | Reduced |
| Halpern Financial, Inc. | 2 | $371 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $447 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 3 | $447 | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 5 | $745 | 0.00% | −7,890−99.9% | Reduced |
| MBM Wealth Consultants, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 7,021 | $1.05K | 0.00% | −87−1.2% | Reduced |
| Tfo-TDC, LLC | 36 | $1.37K | 0.00% | +36 | New |
| Focused Wealth Management, Inc | 9 | $1.37K | 0.00% | −2,140−99.6% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 10 | $1.43K | 0.00% | +10 | New |
| Fortis Capital Advisors, LLC | 10 | $1.49K | 0.00% | +10 | New |
| Paragon Wealth Strategies, LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 19 | $2.83K | 0.00% | +19 | New |
| Insight Financial Services | 20 | $2.98K | 0.01% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 21 | $3.00K | 0.00% | +21 | New |
| Bradley & Co. Private Wealth Management, LLC | 24 | $3.58K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 25 | $3.73K | 0.00% | +25 | New |
| Goodwin Investment Advisory | 26 | $3.88K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $3.90K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 149 | $4.03K | 0.04% | −2,367−94.1% | Reduced |
| Providence Capital Advisors, LLC | 28 | $4.17K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 29 | $4.32K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 29 | $4.32K | 0.00% | +29 | New |
| PayPay Securities Corp | 33 | $4.92K | 0.33% | +33 | New |
| VitalStone Financial, LLC | 32 | $5.00K | 0.00% | +32 | New |
| Mark Sheptoff Financial Planning, LLC | 34 | $5.07K | 0.00% | +34 | New |
| Global Financial Private Client, LLC | 39 | $5.81K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 42 | $6.26K | 0.01% | +42 | New |
| Stuart Chaussee & Associates, Inc. | 45 | $6.71K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 48 | $7.08K | 0.01% | +1+2.1% | Added |
| Investors Research Corp | 48 | $7.15K | 0.00% | +48 | New |
| Acima Private Wealth, LLC | 50 | $7.45K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 54 | $8.05K | 0.01% | +54 | New |
| WD Rutherford LLC | 55 | $8.20K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 57 | $8.49K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 59 | $8.79K | 0.00% | +45+321.4% | Added |
| ClariVest Asset Management LLC | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 61 | $9.09K | 0.00% | −46−43.0% | Reduced |
| Atwood & Palmer Inc | 61 | $9.09K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 61 | $9.09K | 0.00% | +61 | New |
| Bell Investment Advisors, Inc | 62 | $9.24K | 0.00% | −129−67.5% | Reduced |
| Live Oak Investment Partners | – | $9.69K | 0.01% | – | New |
| Capital Advisors, Ltd. LLC | 333 | $10.0K | 0.00% | +198+146.7% | Added |
| Strengthening Families & Communities, LLC | 67 | $10.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 69 | $10.3K | 0.00% | +29+72.5% | Added |
| First Financial Corp | 74 | $11.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 74 | $11.0K | 0.00% | +23+45.1% | Added |
| Corrado Advisors, LLC | 78 | $11.6K | 0.01% | +78 | New |
| Highline Wealth Partners LLC | 79 | $11.7K | 0.01% | +1+1.3% | Added |
| True Wealth Design, LLC | 79 | $11.8K | 0.01% | +79 | New |
| Lakewood Asset Management LLC | 83 | $12.0K | 0.01% | +83 | New |
| Itau Unibanco Holding S.A. | 84 | $12.5K | 0.00% | +27+47.4% | Added |
| Cornerstone Planning Group LLC | 79 | $12.7K | 0.01% | +79 | New |
| KB Financial Partners, LLC | 86 | $13.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 78 | $13.0K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 88 | $13.1K | 0.01% | +88 | New |
| Leelyn Smith, LLC | 89 | $13.2K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 89 | $13.3K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 90 | $13.4K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 110 | $13.7K | 0.01% | −12,978−99.2% | Reduced |
| IAG Wealth Partners, LLC | 97 | $14.5K | 0.00% | −30−23.6% | Reduced |
| Baillie Gifford & Co | 97 | $14.5K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 103 | $15.0K | 0.01% | −106−50.7% | Reduced |
| Miller Wealth Advisors, LLC | 100 | $15.0K | 0.01% | +50+100.0% | Added |
| West Financial Advisors, LLC | 103 | $15.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 111 | $16.5K | 0.02% | +111 | New |
| Country Trust Bank | 113 | $16.8K | 0.00% | −45−28.5% | Reduced |
| Headlands Technologies LLC | 111 | $17.0K | 0.01% | +111 | New |
| Truvestments Capital LLC | 115 | $17.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 119 | $17.7K | 0.01% | −19−13.8% | Reduced |
| Coastal Capital Group, Inc. | 121 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 121 | $18.0K | 0.01% | +121 | New |
| Brown, Lisle/Cummings, Inc. | 125 | $18.6K | 0.01% | +25+25.0% | Added |
| Aspire Private Capital, LLC | 126 | $18.8K | 0.01% | +1+0.8% | Added |
| Johnson Midwest Financial, LLC | 130 | $19.0K | 0.07% | +1+0.8% | Added |
| Emerald Advisers, LLC | 130 | $19.4K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 131 | $19.6K | 0.01% | +9+7.4% | Added |
| RE Dickinson Investment Advisors, LLC | 134 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 138 | $20.6K | 0.00% | +137+13,700.0% | Added |
| Iron Horse Wealth Management, LLC | 143 | $21.0K | 0.01% | +11+8.3% | Added |
| Schubert & Co | 143 | $21.3K | 0.02% | −21−12.8% | Reduced |
| Operose Advisors LLC | 147 | $21.9K | 0.01% | −40−21.4% | Reduced |
| Arrow Financial Corp | 146 | $22.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 146 | $22.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 148 | $22.0K | 0.00% | +135+1,038.5% | Added |
| Tradewinds Capital Management, LLC | 155 | $23.1K | 0.01% | +47+43.5% | Added |
| Washington Trust Advisors, Inc. | 156 | $23.3K | 0.00% | −1−0.6% | Reduced |
| Kenfarb & Co. | 160 | $23.8K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 162 | $24.1K | 0.01% | +162 | New |
| West Branch Capital LLC | 164 | $24.4K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 165 | $24.6K | 0.01% | −16−8.8% | Reduced |