| Pin Oak Investment Advisors Inc | 33 | $0 | 0.00% | −391−92.2% | Reduced |
| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $11 | 0.00% | +1 | New |
| Sandy Spring Bank | 1 | $15 | 0.00% | −2,893−100.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3 | $29 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $56 | 0.00% | −3−37.5% | Reduced |
| HFM Investment Advisors, LLC | 8 | $90 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 10 | $112 | 0.00% | −5−33.3% | Reduced |
| Tompkins Financial Corp | 10 | $112 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 11 | $123 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 12 | $134 | 0.00% | +12 | New |
| Kiker Wealth Management, LLC | 12 | $134 | 0.00% | +12 | New |
| Quest 10 Wealth Builders, Inc. | 13 | $141 | 0.00% | +13 | New |
| Manchester Capital Management LLC | 16 | $179 | 0.00% | −1,291−98.8% | Reduced |
| Anderson Financial Strategies, LLC | 19 | $212 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 21 | $235 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 23 | $253 | 0.00% | +8+53.3% | Added |
| Graney & King, LLC | 23 | $257 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 25 | $279 | 0.00% | +12+92.3% | Added |
| WestEnd Advisors, LLC | 26 | $290 | 0.00% | +17+188.9% | Added |
| Highline Wealth Partners LLC | 28 | $313 | 0.00% | +28 | New |
| Wolff Wiese Magana LLC | 29 | $324 | 0.00% | −33−53.2% | Reduced |
| NewSquare Capital LLC | 29 | $324 | 0.00% | +29 | New |
| PayPay Securities Corp | 29 | $326 | 0.02% | −74−71.8% | Reduced |
| Wood Tarver Financial Group, LLC | 33 | $369 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 35 | $391 | 0.00% | −3,501−99.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 44 | $492 | 0.00% | +44 | New |
| Pflug Koory, LLC | 50 | $559 | 0.00% | −3,215−98.5% | Reduced |
| Golden State Wealth Management, LLC | 50 | $559 | 0.00% | −2,685−98.2% | Reduced |
| Global Wealth Strategies & Associates | 50 | $559 | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 50 | $559 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $559 | 0.00% | +50 | New |
| Retirement Wealth Solutions LLC | 50 | $559 | 0.00% | +50 | New |
| Crews Bank & Trust | 54 | $603 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 57 | $627 | 0.00% | −3−5.0% | Reduced |
| Bangor Savings Bank | 58 | $648 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 69 | $771 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 70 | $781 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 70 | $782 | 0.00% | +70 | New |
| Pinnacle Financial Partners Inc | 100 | $933 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 164 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 90 | $1.01K | 0.00% | +90 | New |
| Meeder Asset Management Inc | 94 | $1.05K | 0.00% | +94 | New |
| Bear Mountain Capital, Inc. | 100 | $1.09K | 0.00% | +100 | New |
| St. Johns Investment Management Company, LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 105 | $1.17K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 107 | $1.20K | 0.00% | −950−89.9% | Reduced |
| Millstone Evans Group, LLC | 113 | $1.26K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 117 | $1.31K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 122 | $1.36K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 125 | $1.40K | 0.00% | +125 | New |
| Smallwood Wealth Investment Management, LLC | 125 | $1.40K | 0.00% | +125 | New |
| Centennial Bank | 128 | $1.43K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 140 | $1.56K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 147 | $1.64K | 0.00% | +147 | New |
| Piscataqua Savings Bank | 150 | $1.68K | 0.00% | −449−75.0% | Reduced |
| Nemes Rush Group LLC | 150 | $1.68K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 151 | $1.69K | 0.00% | −1,744−92.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $1.76K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 162 | $1.81K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 163 | $1.83K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 165 | $1.84K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 169 | $1.88K | 0.00% | −758−81.8% | Reduced |
| Old Second National Bank of Aurora | 176 | $1.97K | 0.00% | −3,287−94.9% | Reduced |
| Addison Advisors LLC | 178 | $1.99K | 0.00% | −83−31.8% | Reduced |
| Coston, McIsaac & Partners | 218 | $2.00K | 0.00% | −295−57.5% | Reduced |
| Valley National Advisers Inc | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 185 | $2.07K | 0.00% | −30,094−99.4% | Reduced |
| Dunhill Financial, LLC | 194 | $2.17K | 0.00% | −415−68.1% | Reduced |
| West Paces Advisors Inc. | 198 | $2.21K | 0.00% | −36−15.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 205 | $2.29K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 206 | $2.30K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 212 | $2.37K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 215 | $2.40K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 218 | $2.44K | 0.00% | −82−27.3% | Reduced |
| S&T Bank | 220 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 220 | $2.46K | 0.00% | +3+1.4% | Added |
| United Community Bank | 250 | $2.79K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 301 | $2.81K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 258 | $2.88K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 259 | $2.89K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 263 | $2.94K | 0.00% | +213+426.0% | Added |
| Dogwood Wealth Management LLC | 265 | $2.96K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 265 | $2.96K | 0.00% | −184−41.0% | Reduced |
| Legacy Wealth Managment, LLC | 275 | $3.07K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 284 | $3.17K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 286 | $3.19K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 289 | $3.23K | 0.02% | +289 | New |
| Private Wealth Asset Management, LLC | 291 | $3.25K | 0.00% | +291 | New |
| Anfield Capital Management, LLC | 294 | $3.28K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 297 | $3.32K | 0.00% | −145−32.8% | Reduced |
| Colonial Trust Advisors | 300 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 301 | $3.36K | 0.00% | +180+148.8% | Added |
| First Horizon Advisors, Inc. | 303 | $3.39K | 0.00% | −509−62.7% | Reduced |
| Godsey & Gibb Associates | 323 | $3.61K | 0.00% | 00.0% | Unchanged |