| Annapolis Financial Services, LLC | 2 | $397 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 4 | $715 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | −51−94.4% | Reduced |
| Concord Wealth Partners | 6 | $1.07K | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $1.25K | 0.00% | −6−46.2% | Reduced |
| True Wealth Design, LLC | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 10 | $1.79K | 0.00% | +10 | New |
| Talon Private Wealth, LLC | 10 | $1.79K | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 10 | $1.79K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $2.33K | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 14 | $2.50K | 0.00% | −2−12.5% | Reduced |
| Truvestments Capital LLC | 15 | $2.68K | 0.00% | +15 | New |
| C M Bidwell & Associates Ltd | 16 | $2.86K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 17 | $3.00K | 0.00% | +17 | New |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 17 | $3.04K | 0.00% | +17 | New |
| Versant Capital Management, Inc | 18 | $3.22K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 19 | $3.40K | 0.00% | +19 | New |
| Global Financial Private Client, LLC | 20 | $3.58K | 0.00% | +20 | New |
| Caldwell Sutter Capital, Inc. | 22 | $3.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $4.00K | 0.00% | +6+30.0% | Added |
| Hemington Wealth Management | 27 | $4.00K | 0.00% | +27 | New |
| Creekmur Asset Management LLC | 23 | $4.11K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 26 | $4.65K | 0.00% | +13+100.0% | Added |
| TD Private Client Wealth LLC | 27 | $4.83K | 0.00% | −17−38.6% | Reduced |
| TSFG, LLC | 27 | $5.00K | 0.00% | +27 | New |
| Larson Financial Group LLC | 28 | $5.01K | 0.00% | +28 | New |
| Golden State Equity Partners | 30 | $5.36K | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 31 | $5.54K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $5.72K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 34 | $6.08K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 37 | $6.62K | 0.00% | −16−30.2% | Reduced |
| Cape Investment Advisory, Inc. | 38 | $6.79K | 0.00% | −13−25.5% | Reduced |
| Coppell Advisory Solutions LLC | 39 | $6.92K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $7.33K | 0.00% | +41 | New |
| Edmond de Rothschild Holding S.A. | 42 | $7.51K | 0.00% | +42 | New |
| Beacon Capital Management, LLC | 47 | $8.39K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 47 | $8.40K | 0.00% | +6+14.6% | Added |
| Capital Advisors, Ltd. LLC | 55 | $10.0K | 0.00% | +1+1.9% | Added |
| Private Trust Co NA | 60 | $10.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 69 | $12.3K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 73 | $13.1K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $13.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 76 | $13.6K | 0.00% | +6+8.6% | Added |
| Ramirez Asset Management, Inc. | 82 | $14.7K | 0.00% | −19,199−99.6% | Reduced |
| Colonial Trust Advisors | 82 | $14.7K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 88 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $15.9K | 0.00% | +3+3.5% | Added |
| Prestige Wealth Management Group LLC | 97 | $17.3K | 0.00% | −10−9.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 98 | $17.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 101 | $18.0K | 0.00% | +101 | New |
| Louisbourg Investments Inc. | 105 | $18.8K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 114 | $20.3K | 0.02% | +114 | New |
| Smartleaf Asset Management LLC | 119 | $21.1K | 0.00% | +52+77.6% | Added |
| Trust Co of Vermont | 146 | $26.1K | 0.00% | +146 | New |
| Rosenberg Matthew Hamilton | 150 | $26.8K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 157 | $28.1K | 0.01% | +157 | New |
| Planning Capital Management Corp | 170 | $30.4K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 180 | $32.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 193 | $34.5K | 0.01% | −12−5.9% | Reduced |
| Global Trust Asset Management, LLC | 200 | $35.8K | 0.01% | +200 | New |
| FSA Wealth Management LLC | 224 | $40.1K | 0.02% | +224 | New |
| AdvisorNet Financial, Inc | 225 | $40.2K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 228 | $40.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 230 | $41.1K | 0.00% | +230 | New |
| Continuum Advisory, LLC | 226 | $41.5K | 0.01% | +83+58.0% | Added |
| Washington Trust Advisors, Inc. | 255 | $45.5K | 0.00% | +5+2.0% | Added |
| Signature Resources Capital Management, LLC | 255 | $45.6K | 0.04% | 00.0% | Unchanged |
| Rational Advisors LLC | 257 | $46.0K | 0.00% | −34−11.7% | Reduced |
| Baldwin Brothers Inc | 260 | $46.5K | 0.00% | −38−12.8% | Reduced |
| Kennebec Savings Bank | 262 | $46.9K | 0.05% | +262 | New |
| DT Investment Partners, LLC | 273 | $48.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 278 | $49.6K | 0.01% | −1−0.4% | Reduced |
| Skopos Labs, Inc. | 280 | $50.1K | 0.02% | +280 | New |
| HM Payson & Co | 299 | $53.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $53.6K | 0.02% | +130+76.5% | Added |
| Capital Performance Advisors LLP | 319 | $57.0K | 0.02% | +319 | New |
| Geneos Wealth Management Inc. | 336 | $60.1K | 0.00% | +336 | New |
| Quent Capital, LLC | 352 | $63.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $67.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 378 | $67.6K | 0.01% | +9+2.4% | Added |
| Farther Finance Advisors, LLC | 389 | $69.6K | 0.00% | −18−4.4% | Reduced |
| Global Retirement Partners, LLC | 393 | $70.4K | 0.00% | −19−4.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 402 | $71.9K | 0.00% | −248−38.2% | Reduced |
| USA Financial Portformulas Corp | 405 | $72.4K | 0.01% | −73−15.3% | Reduced |
| Natixis | 408 | $73.0K | 0.00% | +2+0.5% | Added |
| Montag A & Associates Inc | 445 | $79.6K | 0.00% | +325+270.8% | Added |
| Mather Group, LLC. | 450 | $80.4K | 0.00% | +1+0.2% | Added |
| Motco | 450 | $80.5K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 455 | $81.0K | 0.01% | −10−2.2% | Reduced |
| Loomis Sayles & Co L P | 503 | $90.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 504 | $90.1K | 0.00% | +243+93.1% | Added |
| Huntington National Bank | 514 | $91.9K | 0.00% | +232+82.3% | Added |
| Harbour Investments, Inc. | 515 | $92.1K | 0.00% | +9+1.8% | Added |
| GAMMA Investing LLC | 529 | $94.6K | 0.01% | +69+15.0% | Added |
| Mizuho Bank, Ltd. | 550 | $98.4K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 572 | $102.3K | 0.00% | −130−18.5% | Reduced |