| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 1 | $40 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $68 | 0.00% | +2 | New |
| Chesapeake Asset Management LLC | 5 | $169 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 5 | $169 | 0.00% | +5 | New |
| Jamison Private Wealth Management, Inc. | 5 | $170 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $305 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 10 | $339 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $373 | 0.00% | +11 | New |
| Aspect Partners, LLC | 13 | $440 | 0.00% | +5+62.5% | Added |
| Cornerstone Planning Group LLC | 18 | $556 | 0.00% | +18 | New |
| Horizon Financial Services, LLC | 17 | $576 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 18 | $609 | 0.00% | −4−18.2% | Reduced |
| West Paces Advisors Inc. | 18 | $609 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 20 | $677 | 0.00% | −49−71.0% | Reduced |
| Raffa Wealth Management, LLC | 21 | $711 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 24 | $813 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 43 | $1.46K | 0.00% | +43 | New |
| Atlas Capital Advisors LLC | 45 | $1.52K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 47 | $1.59K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $1.69K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 52 | $1.76K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 57 | $1.93K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 61 | $2.07K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 72 | $2.44K | 0.00% | +72 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 86 | $2.91K | 0.00% | −63−42.3% | Reduced |
| Headlands Technologies LLC | 88 | $2.98K | 0.00% | −4,318−98.0% | Reduced |
| Key Financial Inc | 91 | $3.08K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 92 | $3.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 92 | $3.12K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $3.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $3.39K | 0.00% | +100 | New |
| Trivant Custom Portfolio Group, LLC | 100 | $3.39K | 0.00% | +100 | New |
| Arrow Financial Corp | 110 | $3.73K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 113 | $3.83K | 0.00% | −136−54.6% | Reduced |
| Dunhill Financial, LLC | 115 | $3.89K | 0.00% | +54+88.5% | Added |
| Smithfield Trust Co | 130 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 125 | $4.23K | 0.00% | −50−28.6% | Reduced |
| Highline Wealth Partners LLC | 130 | $4.41K | 0.00% | +30+30.0% | Added |
| HHM Wealth Advisors, LLC | 133 | $4.50K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 133 | $4.50K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 169 | $5.00K | 0.00% | +169 | New |
| Bell Investment Advisors, Inc | 160 | $5.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 174 | $5.89K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 184 | $6.23K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 191 | $6.47K | 0.00% | +191 | New |
| Crewe Advisors LLC | 194 | $6.57K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 196 | $6.64K | 0.00% | −3,777−95.1% | Reduced |
| Annapolis Financial Services, LLC | 200 | $6.77K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 195 | $7.00K | 0.00% | −62−24.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 210 | $7.12K | 0.00% | +210 | New |
| Global Financial Private Client, LLC | 218 | $7.38K | 0.00% | +34+18.5% | Added |
| LRI Investments, LLC | 244 | $7.53K | 0.00% | +244 | New |
| Private Wealth Management Group, LLC | 224 | $7.58K | 0.00% | +71+46.4% | Added |
| Painted Porch Advisors LLC | 229 | $7.75K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 230 | $7.79K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 236 | $7.99K | 0.00% | −120−33.7% | Reduced |
| Carolinas Wealth Consulting LLC | 236 | $7.99K | 0.00% | +10+4.4% | Added |
| AlphaMark Advisors, LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 237 | $8.02K | 0.00% | −49−17.1% | Reduced |
| Tradewinds Capital Management, LLC | 239 | $8.09K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 250 | $8.46K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 250 | $8.46K | 0.00% | +250 | New |
| MV Capital Management, Inc. | 251 | $8.50K | 0.00% | −90−26.4% | Reduced |
| Creative Financial Designs Inc | 258 | $8.73K | 0.00% | +2+0.8% | Added |
| Coppell Advisory Solutions LLC | 273 | $9.21K | 0.00% | +234+600.0% | Added |
| Northwest Bank & Trust Co | 281 | $9.51K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 292 | $9.89K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 302 | $10.2K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 315 | $10.7K | 0.00% | +14+4.7% | Added |
| Assetmark, Inc | 317 | $10.7K | 0.00% | −14,425−97.8% | Reduced |
| Tortoise Investment Management, LLC | 320 | $10.8K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 325 | $11.0K | 0.00% | +325 | New |
| Zions Bancorporation, N.A. | 336 | $11.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 340 | $11.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 347 | $11.7K | 0.00% | +326+1,552.4% | Added |
| Raleigh Capital Management Inc. | 351 | $11.9K | 0.00% | +116+49.4% | Added |
| Ashton Thomas Securities, LLC | 351 | $11.9K | 0.00% | +351 | New |
| Global Wealth Strategies & Associates | 357 | $12.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 383 | $13.0K | 0.00% | +18+4.9% | Added |
| Rise Advisors, LLC | 386 | $13.1K | 0.01% | +3+0.8% | Added |
| Bogart Wealth, LLC | 389 | $13.2K | 0.00% | −150−27.8% | Reduced |
| Plato Investment Management Ltd | 400 | $13.5K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 431 | $14.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 446 | $15.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 448 | $15.2K | 0.00% | −5−1.1% | Reduced |
| Westside Investment Management, Inc. | 456 | $15.4K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 475 | $16.1K | 0.00% | −2,560−84.3% | Reduced |
| Indiana Trust & Investment Management CO | 489 | $16.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 500 | $16.9K | 0.01% | +267+114.6% | Added |
| Reuter James Wealth Management, LLC | 500 | $16.9K | 0.00% | +500 | New |
| Farmers & Merchants Investments Inc | 505 | $17.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 519 | $17.6K | 0.00% | −11,034−95.5% | Reduced |
| Motco | 520 | $17.6K | 0.00% | 00.0% | Unchanged |