| Bangor Savings Bank | 3 | $127 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $298 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 13 | $539 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $552 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $637 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $722 | 0.00% | +17 | New |
| Dogwood Wealth Management LLC | 20 | $837 | 0.00% | +20 | New |
| McIlrath & Eck, LLC | 20 | $849 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 21 | $892 | 0.00% | +21 | New |
| Arlington Trust Co LLC | 23 | $976 | 0.00% | +23 | New |
| Penserra Capital Management LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $1.10K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 26 | $1.11K | 0.00% | +26 | New |
| Globeflex Capital L P | 28 | $1.19K | 0.00% | −73,800−100.0% | Reduced |
| FSC Wealth Advisors, LLC | 28 | $1.19K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 28 | $1.19K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 28 | $1.19K | 0.00% | +28 | New |
| Friedenthal Financial | 28 | $1.19K | 0.00% | +28 | New |
| Coppell Advisory Solutions LLC | 30 | $1.27K | 0.00% | +16+114.3% | Added |
| State of Wyoming | 34 | $1.44K | 0.00% | −1,560−97.9% | Reduced |
| Global Trust Asset Management, LLC | 35 | $1.49K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 40 | $1.70K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $1.70K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 40 | $1.70K | 0.00% | +40 | New |
| CKW Financial Group | 50 | $2.00K | 0.00% | +50 | New |
| Old Point Trust & Financial Services N A | 48 | $2.04K | 0.00% | +48 | New |
| Aspire Private Capital, LLC | 49 | $2.08K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $2.12K | 0.00% | +50 | New |
| Creative Financial Designs Inc | 51 | $2.18K | 0.00% | −60−54.1% | Reduced |
| Smartleaf Asset Management LLC | 257 | $2.41K | 0.00% | +257 | New |
| Clearstead Advisors, LLC | 57 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 57 | $2.42K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 60 | $2.55K | 0.00% | +60 | New |
| Zions Bancorporation, N.A. | 68 | $2.88K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 60 | $3.00K | 0.00% | +60 | New |
| Institutional & Family Asset Management, LLC | 71 | $3.01K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 73 | $3.08K | 0.00% | +73 | New |
| Semmax Financial Advisors Inc. | 80 | $3.18K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 78 | $3.31K | 0.00% | −143−64.7% | Reduced |
| Barrett & Company, Inc. | 80 | $3.39K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 80 | $3.39K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 80 | $3.39K | 0.00% | +80 | New |
| McGlone Suttner Wealth Management, Inc. | 80 | $3.39K | 0.00% | +80 | New |
| Nalls Sherbakoff Group, LLC | 80 | $3.40K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 80 | $3.40K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 81 | $3.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 84 | $3.56K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 98 | $4.16K | 0.01% | +98 | New |
| True Wealth Design, LLC | 100 | $4.24K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 101 | $4.27K | 0.00% | +1+1.0% | Added |
| ORG Partners LLC | 106 | $4.50K | 0.00% | −453−81.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 110 | $4.66K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 110 | $4.67K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 87 | $4.85K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $4.88K | 0.00% | +115 | New |
| Asset Dedication, LLC | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 118 | $5.01K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 119 | $5.05K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 125 | $5.30K | 0.00% | +125 | New |
| Massmutual Trust Co FSB | 131 | $5.56K | 0.00% | −25−16.0% | Reduced |
| Fairfield Financial Advisors, LTD | 134 | $5.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $5.69K | 0.00% | +17+14.5% | Added |
| Sunbelt Securities, Inc. | 138 | $5.86K | 0.00% | −19−12.1% | Reduced |
| Prestige Wealth Management Group LLC | 140 | $5.94K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 147 | $6.24K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 148 | $6.28K | 0.00% | +148 | New |
| Clear Point Advisors Inc. | 150 | $6.37K | 0.01% | +150 | New |
| Raleigh Capital Management Inc. | 151 | $6.41K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 158 | $6.70K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 164 | $6.96K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 133 | $7.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 182 | $7.72K | 0.00% | −70−27.8% | Reduced |
| NBT Bank N A | 183 | $7.76K | 0.00% | +183 | New |
| Castleview Partners, LLC | 185 | $7.85K | 0.01% | +185 | New |
| Center for Financial Planning, Inc. | 196 | $8.32K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 197 | $8.36K | 0.00% | −18−8.4% | Reduced |
| DecisionPoint Financial, LLC | 200 | $8.49K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 200 | $8.49K | 0.01% | +200 | New |
| FinTrust Capital Advisors, LLC | 204 | $8.66K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 216 | $9.16K | 0.01% | +216 | New |
| TCTC Holdings, LLC | 220 | $9.34K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 220 | $9.34K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 225 | $9.54K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 239 | $10.1K | 0.00% | −161−40.3% | Reduced |
| Pinnacle Financial Partners Inc | 240 | $10.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 240 | $10.2K | 0.00% | −120−33.3% | Reduced |
| NVWM, LLC | 240 | $10.2K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 248 | $10.5K | 0.01% | +248 | New |
| New England Capital Financial Advisors LLC | 250 | $10.6K | 0.01% | +1+0.4% | Added |
| Game Plan Financial Advisors, LLC | 250 | $10.6K | 0.01% | +250 | New |
| GPS Wealth Strategies Group, LLC | 253 | $10.7K | 0.00% | +1+0.4% | Added |
| Greenwood Gearhart Inc | 256 | $10.9K | 0.00% | +256 | New |
| Valley National Advisers Inc | 267 | $11.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 254 | $11.0K | 0.00% | +4+1.6% | Added |
| Core Wealth Advisors, Inc. | 260 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 266 | $11.3K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 267 | $11.3K | 0.01% | 00.0% | Unchanged |