| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $135 | 0.00% | −22−95.7% | Reduced |
| Flaharty Asset Management, LLC | 1 | $135 | 0.00% | +1 | New |
| First Personal Financial Services | 1 | $136 | 0.00% | +1 | New |
| Richard W. Paul & Associates, LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2 | $270 | 0.00% | +2 | New |
| NVWM, LLC | 4 | $540 | 0.00% | −138−97.2% | Reduced |
| Voisard Asset Management Group, Inc. | 5 | $676 | 0.00% | +5 | New |
| Broadwater Capital Management LLC | 6 | $810 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7 | $945 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 7 | $973 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 7 | $988 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 8 | $1.09K | 0.00% | +8 | New |
| Syntax Research, Inc. | 9 | $1.22K | 0.00% | +9 | New |
| Caitlin John, LLC | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 12 | $1.62K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12 | $1.62K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 13 | $1.75K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 13 | $1.75K | 0.00% | +13 | New |
| Carolina Wealth Advisors, LLC | 13 | $1.75K | 0.00% | +13 | New |
| Foster Dykema Cabot & Partners, LLC | 13 | $1.75K | 0.00% | +13 | New |
| Hantz Financial Services, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 15 | $2.02K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 15 | $2.02K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 15 | $2.03K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $2.05K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 16 | $2.05K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 19 | $2.57K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 20 | $2.70K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 21 | $2.84K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 21 | $2.84K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 19 | $2.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $3.00K | 0.00% | −9−23.7% | Reduced |
| ESL Trust Services, LLC | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 29 | $3.92K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $4.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 34 | $4.59K | 0.00% | −8−19.0% | Reduced |
| TFC Financial Management | 34 | $4.62K | 0.00% | −2−5.6% | Reduced |
| Hobbs Group Advisors, LLC | 36 | $4.85K | 0.00% | −50−58.1% | Reduced |
| Red Tortoise LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 38 | $5.19K | 0.00% | +38 | New |
| Byrne Asset Management LLC | 40 | $5.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 42 | $5.67K | 0.00% | +37+740.0% | Added |
| Tortoise Investment Management, LLC | 45 | $6.08K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 46 | $6.17K | 0.00% | −123−72.8% | Reduced |
| VitalStone Financial, LLC | 46 | $6.18K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 46 | $6.21K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 48 | $6.48K | 0.00% | −11−18.6% | Reduced |
| Salomon & Ludwin, LLC | 48 | $6.48K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $6.75K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 50 | $6.75K | 0.00% | +50 | New |
| SJS Investment Consulting Inc. | 51 | $6.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 56 | $7.52K | 0.00% | −7−11.1% | Reduced |
| Abound Wealth Management | 56 | $7.58K | 0.00% | −5−8.2% | Reduced |
| Dunhill Financial, LLC | 56 | $7.63K | 0.00% | +36+180.0% | Added |
| Global Financial Private Client, LLC | 57 | $7.70K | 0.00% | +46+418.2% | Added |
| Front Row Advisors LLC | 60 | $8.10K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $8.10K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 62 | $8.37K | 0.00% | +62 | New |
| Harbor Investment Advisory, LLC | 64 | $8.64K | 0.00% | −3−4.5% | Reduced |
| Northwest Financial Advisors | 64 | $8.64K | 0.01% | +64 | New |
| General Partner, Inc. | 66 | $8.91K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $9.00K | 0.00% | −23−26.1% | Reduced |
| Naples Money Management LLC | 70 | $9.45K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 71 | $9.59K | 0.01% | −22−23.7% | Reduced |
| Itau Unibanco Holding S.A. | 72 | $9.72K | 0.00% | +72 | New |
| First PREMIER Bank | 77 | $10.0K | 0.00% | −44−36.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 75 | $10.1K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 75 | $10.1K | 0.00% | −125−62.5% | Reduced |
| Financial Network Wealth Advisors LLC | 76 | $10.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 82 | $11.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 83 | $11.2K | 0.00% | −3−3.5% | Reduced |
| West Branch Capital LLC | 83 | $11.2K | 0.00% | +83 | New |
| LRI Investments, LLC | 85 | $11.9K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 91 | $12.3K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 91 | $12.3K | 0.00% | +91 | New |
| North Star Investment Management Corp. | 96 | $13.0K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 93 | $13.0K | 0.01% | +93 | New |
| Legacy Wealth Managment, LLC | 93 | $13.0K | 0.01% | +93 | New |
| DecisionPoint Financial, LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $13.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 100 | $13.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 101 | $13.6K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 104 | $14.0K | 0.00% | +29+38.7% | Added |
| Roble, Belko & Company, Inc | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 108 | $14.6K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 110 | $14.9K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 115 | $15.5K | 0.01% | +1+0.9% | Added |
| Cornerstone Planning Group LLC | 124 | $15.9K | 0.00% | +2+1.6% | Added |
| SWAN Capital LLC | 122 | $16.5K | 0.01% | +22+22.0% | Added |
| Planning Capital Management Corp | 123 | $16.7K | 0.01% | +93+310.0% | Added |
| SOA Wealth Advisors, LLC. | 124 | $16.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 125 | $16.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 132 | $17.8K | 0.00% | +32+32.0% | Added |
| Perkins Coie Trust Co | 135 | $18.2K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 135 | $18.2K | 0.01% | −17−11.2% | Reduced |
| Avalon Trust Co | 137 | $18.5K | 0.00% | 00.0% | Unchanged |