| Lee Financial Co | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Evermay Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Reilly Financial Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $1.00K | 0.00% | +5 | New |
| Benjamin Edwards Inc | 4 | $1.00K | 0.00% | +4 | New |
| Core Alternative Capital | 5 | $1.00K | 0.00% | +5 | New |
| Schubert & Co | 3 | $1.00K | 0.00% | +3 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| JNBA Financial Advisors | 8 | $2.00K | 0.00% | −66−89.2% | Reduced |
| Longfellow Investment Management Co LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $2.00K | 0.00% | −1−11.1% | Reduced |
| Vigilant Capital Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7 | $2.00K | 0.00% | +6+600.0% | Added |
| Jones Financial Companies LLLP | 8 | $2.00K | 0.00% | +8 | New |
| Rinkey Investments | 12 | $2.00K | 0.00% | +12 | New |
| Byrne Asset Management LLC | 6 | $2.00K | 0.00% | +6 | New |
| BDO Wealth Advisors, LLC | 10 | $3.00K | 0.00% | −5−33.3% | Reduced |
| Gemmer Asset Management LLC | 12 | $3.00K | 0.00% | +12 | New |
| Quent Capital, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Ci Investments Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 16 | $4.00K | 0.00% | +16 | New |
| Blue Bell Private Wealth Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Barnett & Company, Inc. | 16 | $4.00K | 0.00% | +16 | New |
| Econ Financial Services Corp | 17 | $4.00K | 0.00% | +17 | New |
| 1832 Asset Management L.P. | 20 | $5.00K | 0.00% | −975−98.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 18 | $5.00K | 0.00% | −92−83.6% | Reduced |
| Bell Investment Advisors, Inc | 21 | $5.00K | 0.00% | −38−64.4% | Reduced |
| Massmutual Trust Co FSB | 18 | $5.00K | 0.00% | −6−25.0% | Reduced |
| Annapolis Financial Services, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $5.00K | 0.00% | +16+320.0% | Added |
| Raffa Wealth Management, LLC | 21 | $5.37K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 21 | $5.37K | 0.00% | +21 | New |
| Absolute Capital Management, LLC | 21 | $5.37K | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 24 | $6.00K | 0.00% | −59−71.1% | Reduced |
| Prestige Wealth Management Group LLC | 23 | $6.00K | 0.00% | −4−14.8% | Reduced |
| West Branch Capital LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $6.00K | 0.00% | +25 | New |
| Rise Advisors, LLC | 25 | $6.39K | 0.01% | +25 | New |
| Stephens Consulting, LLC | 25 | $6.39K | 0.01% | +25 | New |
| Tucker Asset Management LLC | 25 | $6.50K | 0.00% | +25 | New |
| TFC Financial Management | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 30 | $8.00K | 0.00% | +8+36.4% | Added |
| JFS Wealth Advisors, LLC | 37 | $9.00K | 0.00% | +6+19.4% | Added |
| Creative Financial Designs Inc | 40 | $10.0K | 0.00% | −159−79.9% | Reduced |
| Arlington Partners LLC | 40 | $10.0K | 0.00% | −38−48.7% | Reduced |
| Tower View Investment Management & Research LLC | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 40 | $10.0K | 0.00% | +40 | New |
| Smithfield Trust Co | 46 | $12.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 47 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 51 | $13.0K | 0.00% | −27−34.6% | Reduced |
| Bedel Financial Consulting, Inc. | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 52 | $13.0K | 0.00% | +52 | New |
| Tortoise Investment Management, LLC | 55 | $14.0K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 55 | $14.0K | 0.00% | +55 | New |
| Asset Dedication, LLC | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 64 | $16.4K | 0.00% | +22+52.4% | Added |
| Lindbrook Capital, LLC | 68 | $17.0K | 0.00% | −64−48.5% | Reduced |
| Earnest Partners LLC | 67 | $17.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 69 | $18.0K | 0.00% | −31−31.0% | Reduced |
| BIT Capital GmbH | 74 | $18.9K | 0.00% | +74 | New |
| Montag A & Associates Inc | 75 | $19.0K | 0.00% | +50+200.0% | Added |
| Cedar Wealth Management, LLC | 75 | $19.0K | 0.01% | +75 | New |
| Cascade Investment Advisors, Inc. | 75 | $19.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 84 | $21.0K | 0.00% | −270−76.3% | Reduced |
| TSFG, LLC | 87 | $22.0K | 0.01% | −380−81.4% | Reduced |
| Harvest Fund Management Co., Ltd | 101 | $26.0K | 0.00% | −243−70.6% | Reduced |
| Covington Capital Management | 102 | $26.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $26.0K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 100 | $26.0K | 0.00% | +100 | New |
| Aquatic Capital Management LLC | 100 | $26.0K | 0.05% | +100 | New |
| Carroll Financial Associates, Inc. | 105 | $27.0K | 0.00% | −3−2.8% | Reduced |
| TCI Wealth Advisors, Inc. | 105 | $27.0K | 0.00% | +7+7.1% | Added |
| Tyler-Stone Wealth Management | 109 | $28.0K | 0.01% | +109 | New |
| Glassman Wealth Services | 114 | $29.0K | 0.01% | +27+31.0% | Added |
| Ten Capital Wealth Advisors, LLC | 114 | $29.0K | 0.01% | +114 | New |
| Disciplined Investments, LLC | 119 | $30.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 122 | $31.0K | 0.00% | +122 | New |
| Tradition Wealth Management, LLC | 124 | $32.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 114 | $32.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 133 | $34.0K | 0.01% | +123+1,230.0% | Added |