| Castleview Partners, LLC | 1 | $30 | 0.00% | −184−99.5% | Reduced |
| Bangor Savings Bank | 3 | $119 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 11 | $365 | 0.00% | +11 | New |
| Silicon Valley Capital Partners | 13 | $508 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $517 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17 | $662 | 0.00% | −40−70.2% | Reduced |
| Private Wealth Management Group, LLC | 17 | $677 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 19 | $756 | 0.00% | −100−84.0% | Reduced |
| Dogwood Wealth Management LLC | 20 | $787 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $796 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | −3−9.1% | Reduced |
| Institutional & Family Asset Management, LLC | 26 | $1.03K | 0.00% | −45−63.4% | Reduced |
| Iron Horse Wealth Management, LLC | 26 | $1.03K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 28 | $1.11K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 28 | $1.11K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 28 | $1.11K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 31 | $1.18K | 0.00% | +31 | New |
| Signature Resources Capital Management, LLC | 28 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 33 | $1.31K | 0.00% | +33 | New |
| Global Trust Asset Management, LLC | 35 | $1.39K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 40 | $1.59K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $1.59K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 40 | $1.59K | 0.00% | +40 | New |
| Old Point Trust & Financial Services N A | 48 | $1.91K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 49 | $1.95K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $1.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 56 | $2.00K | 0.00% | −211−79.0% | Reduced |
| Delos Wealth Advisors, LLC | 56 | $2.23K | 0.00% | +56 | New |
| Sugarloaf Wealth Management, LLC | 57 | $2.27K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 60 | $2.39K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 60 | $2.39K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 61 | $2.43K | 0.00% | +61 | New |
| Zions Bancorporation, N.A. | 66 | $2.63K | 0.00% | −2−2.9% | Reduced |
| TD Private Client Wealth LLC | 77 | $3.06K | 0.00% | −297−79.4% | Reduced |
| Semmax Financial Advisors Inc. | 80 | $3.11K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $3.18K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 80 | $3.18K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 80 | $3.18K | 0.00% | +80 | New |
| Salomon & Ludwin, LLC | 87 | $3.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 84 | $3.56K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $3.82K | 0.00% | −38−28.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 98 | $3.90K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 100 | $3.98K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $4.00K | 0.00% | +50+100.0% | Added |
| Stone House Investment Management, LLC | 101 | $4.02K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 110 | $4.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 110 | $4.38K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 111 | $4.42K | 0.00% | +83+296.4% | Added |
| TD Waterhouse Canada Inc. | 85 | $4.60K | 0.00% | −422−83.2% | Reduced |
| Creative Financial Designs Inc | 116 | $4.60K | 0.00% | +65+127.5% | Added |
| Winch Advisory Services, LLC | 119 | $4.71K | 0.00% | +1+0.8% | Added |
| Register Financial Advisors LLC | 120 | $4.78K | 0.00% | +120 | New |
| Financial Synergies Wealth Advisors, Inc. | 133 | $5.29K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 138 | $5.51K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 140 | $5.57K | 0.00% | +140 | New |
| Prestige Wealth Management Group LLC | 140 | $5.57K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 145 | $5.75K | 0.00% | +64+79.0% | Added |
| Operose Advisors LLC | 147 | $5.85K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 148 | $5.89K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 150 | $5.97K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 164 | $5.99K | 0.00% | −18−9.9% | Reduced |
| First PREMIER Bank | 147 | $6.00K | 0.00% | +47+47.0% | Added |
| Raleigh Capital Management Inc. | 151 | $6.01K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 165 | $6.02K | 0.00% | +165 | New |
| MCF Advisors LLC | 158 | $6.29K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 164 | $6.53K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 164 | $6.59K | 0.00% | +164 | New |
| VitalStone Financial, LLC | 179 | $7.00K | 0.01% | +179 | New |
| NBT Bank N A | 183 | $7.28K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 196 | $7.80K | 0.00% | −249−56.0% | Reduced |
| Center for Financial Planning, Inc. | 196 | $7.80K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 197 | $7.84K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 200 | $7.93K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 200 | $7.96K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $7.96K | 0.00% | +200 | New |
| Crewe Advisors LLC | 205 | $8.16K | 0.00% | +190+1,266.7% | Added |
| TCTC Holdings, LLC | 220 | $8.75K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 225 | $8.97K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 231 | $9.19K | 0.00% | +231 | New |
| Pinnacle Financial Partners Inc | 240 | $9.55K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 240 | $9.55K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 240 | $9.55K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 240 | $9.55K | 0.01% | +219+1,042.9% | Added |
| WR Wealth Planners, LLC | 240 | $9.55K | 0.00% | +240 | New |
| Caitlin John, LLC | 248 | $9.87K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 250 | $9.95K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $9.96K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 254 | $10.1K | 0.00% | +1+0.4% | Added |
| Core Wealth Advisors, Inc. | 260 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 266 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 266 | $10.6K | 0.00% | +27+11.3% | Added |
| CoreFirst Bank & Trust | 267 | $10.6K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 264 | $10.7K | 0.00% | +191+261.6% | Added |
| Optiver Holding B.V. | 280 | $11.1K | 0.00% | +280 | New |
| Washington Trust Advisors, Inc. | 285 | $11.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 310 | $12.3K | 0.00% | −30−8.8% | Reduced |
| Smartleaf Asset Management LLC | 317 | $12.3K | 0.00% | +60+23.3% | Added |
| Lindbrook Capital, LLC | 314 | $12.5K | 0.00% | −326−50.9% | Reduced |