| Penserra Capital Management LLC | 36 | $0 | 0.00% | −18−33.3% | Reduced |
| First PREMIER Bank | 30 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $0 | 0.00% | +45 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Eagle Bay Advisors LLC | 1 | $5 | 0.00% | −52−98.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2 | $18 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $18 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3 | $23 | 0.00% | +1+50.0% | Added |
| Barrett & Company, Inc. | 4 | $36 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $63 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $72 | 0.00% | −56−87.5% | Reduced |
| WestEnd Advisors, LLC | 8 | $72 | 0.00% | +2+33.3% | Added |
| Tompkins Financial Corp | 10 | $90 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $101 | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 12 | $108 | 0.00% | −200−94.3% | Reduced |
| Wolff Wiese Magana LLC | 12 | $108 | 0.00% | −25−67.6% | Reduced |
| Macroview Investment Management LLC | 14 | $126 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 13 | $158 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 19 | $170 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $171 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $179 | 0.00% | +20 | New |
| Cherry Tree Wealth Management, LLC | 21 | $189 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 22 | $268 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $269 | 0.00% | +2+7.1% | Added |
| Voisard Asset Management Group, Inc. | 31 | $278 | 0.00% | +31 | New |
| Cranbrook Wealth Management, LLC | 49 | $440 | 0.00% | +49 | New |
| Global Wealth Strategies & Associates | 50 | $448 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 53 | $475 | 0.00% | +53 | New |
| American Capital Advisory, LLC | 64 | $572 | 0.00% | +4+6.7% | Added |
| Chilton Capital Management LLC | 74 | $664 | 0.00% | +74 | New |
| Oakworth Capital, Inc. | 75 | $672 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 77 | $690 | 0.06% | −126−62.1% | Reduced |
| Center for Financial Planning, Inc. | 77 | $690 | 0.00% | +77 | New |
| Duncker Streett & Co Inc | 83 | $744 | 0.00% | +83 | New |
| Flputnam Investment Management Co | 166 | $784 | 0.00% | −39,664−99.6% | Reduced |
| Pinnacle Financial Partners Inc | 100 | $896 | 0.00% | −11,860−99.2% | Reduced |
| St. Johns Investment Management Company, LLC | 100 | $896 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $896 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $896 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 103 | $921 | 0.00% | +3+3.0% | Added |
| Bangor Savings Bank | 110 | $986 | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 164 | $1.00K | 0.00% | +98+148.5% | Added |
| Peterson Financial Group, Inc. | 112 | $1.01K | 0.00% | +112 | New |
| Toth Financial Advisory Corp | 117 | $1.05K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 118 | $1.06K | 0.00% | +43+57.3% | Added |
| Washington Trust Co | 122 | $1.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 124 | $1.11K | 0.00% | +124 | New |
| Centennial Bank | 128 | $1.15K | 0.00% | −39−23.4% | Reduced |
| Salem Investment Counselors Inc | 140 | $1.25K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 143 | $1.28K | 0.00% | +143 | New |
| Continuum Advisory, LLC | 159 | $1.40K | 0.00% | −2,294−93.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 159 | $1.43K | 0.00% | +4+2.6% | Added |
| PSI Advisors, LLC | 165 | $1.48K | 0.00% | −144−46.6% | Reduced |
| Caitlin John, LLC | 164 | $1.48K | 0.00% | +1+0.6% | Added |
| Dunhill Financial, LLC | 167 | $1.50K | 0.00% | +89+114.1% | Added |
| Strengthening Families & Communities, LLC | 168 | $1.50K | 0.00% | −177−51.3% | Reduced |
| Trifecta Capital Advisors, LLC | 169 | $1.51K | 0.00% | +169 | New |
| Hobbs Group Advisors, LLC | 193 | $1.73K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 195 | $1.75K | 0.00% | +195 | New |
| MidAtlantic Capital Management, Inc. | 196 | $1.76K | 0.00% | −100−33.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $1.76K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 200 | $1.79K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 201 | $1.80K | 0.00% | −45−18.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 205 | $1.84K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 205 | $1.84K | 0.00% | 00.0% | Unchanged |
| Motco | 209 | $1.87K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 209 | $1.87K | 0.00% | +200+2,222.2% | Added |
| Operose Advisors LLC | 212 | $1.90K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 230 | $2.00K | 0.00% | −175−43.2% | Reduced |
| GoalVest Advisory LLC | 224 | $2.00K | 0.00% | +224 | New |
| JFS Wealth Advisors, LLC | 227 | $2.03K | 0.00% | −165−42.1% | Reduced |
| Main Street Group, LTD | 234 | $2.10K | 0.00% | −547−70.0% | Reduced |
| Bogart Wealth, LLC | 245 | $2.19K | 0.00% | −718−74.6% | Reduced |
| United Community Bank | 250 | $2.24K | 0.00% | −7,181−96.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 250 | $2.24K | 0.00% | +23+10.1% | Added |
| Grove Bank & Trust | 250 | $2.24K | 0.00% | +201+410.2% | Added |
| Beacon Capital Management, LLC | 252 | $2.26K | 0.00% | +2+0.8% | Added |
| Sachetta, LLC | 253 | $2.27K | 0.00% | +200+377.4% | Added |
| TruNorth Capital Management, LLC | 259 | $2.32K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 261 | $2.34K | 0.00% | −236−47.5% | Reduced |
| Gen-Wealth Partners Inc | 254 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 271 | $2.43K | 0.00% | −601−68.9% | Reduced |
| Caldwell Trust Co | 272 | $2.44K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 275 | $2.48K | 0.00% | +275 | New |
| Legacy Wealth Managment, LLC | 275 | $2.48K | 0.00% | +275 | New |
| Rosenberg Matthew Hamilton | 284 | $2.54K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 286 | $2.56K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 287 | $2.57K | 0.00% | +287 | New |
| Anfield Capital Management, LLC | 294 | $2.63K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 298 | $2.67K | 0.00% | +3+1.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $2.69K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 323 | $2.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 326 | $2.92K | 0.00% | +98+43.0% | Added |
| Pin Oak Investment Advisors Inc | 424 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 339 | $3.04K | 0.00% | −2,572−88.4% | Reduced |
| WFA of San Diego, LLC | 345 | $3.09K | 0.00% | −60−14.8% | Reduced |
| HM Payson & Co | 350 | $3.14K | 0.00% | +50+16.7% | Added |