| McClarren Financial Advisors, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8 | $881 | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 8 | $1.00K | 0.00% | +8 | New |
| ClariVest Asset Management LLC | 11 | $1.21K | 0.00% | −1−8.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $1.87K | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 20 | $1.94K | 0.00% | +20 | New |
| POM Investment Strategies, LLC | 19 | $2.09K | 0.00% | +19 | New |
| Horizons Wealth Management | 21 | $2.31K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 26 | $2.91K | 0.00% | +25+2,500.0% | Added |
| WestEnd Advisors, LLC | 27 | $2.97K | 0.00% | +3+12.5% | Added |
| Ritter Daniher Financial Advisory LLC | 30 | $3.30K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 31 | $3.45K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 35 | $3.85K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 36 | $3.96K | 0.00% | −88−71.0% | Reduced |
| PayPay Securities Corp | 37 | $4.11K | 0.20% | +6+19.4% | Added |
| Eukles Asset Management | 40 | $4.40K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 40 | $4.40K | 0.00% | +40 | New |
| Perkins Coie Trust Co | 43 | $4.73K | 0.00% | −150−77.7% | Reduced |
| Winch Advisory Services, LLC | 50 | $5.55K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 54 | $5.94K | 0.00% | +54 | New |
| Knott David M Jr | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 56 | $6.16K | 0.01% | +56 | New |
| Morgan Dempsey Capital Management LLC | 61 | $6.71K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 63 | $6.93K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 64 | $7.04K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 73 | $8.04K | 0.00% | +73 | New |
| Clear Investment Research, LLC | 80 | $8.81K | 0.01% | +80 | New |
| Luken Investment Analytics, LLC | 84 | $9.25K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 90 | $9.91K | 0.01% | −17,339−99.5% | Reduced |
| Grayhawk Investment Strategies Inc. | 91 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 94 | $10.3K | 0.00% | −306−76.5% | Reduced |
| Maryland Capital Advisors Inc. | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $11.0K | 0.00% | +100 | New |
| Naples Money Management LLC | 100 | $11.0K | 0.01% | +100 | New |
| Red Tortoise LLC | 101 | $11.1K | 0.01% | +75+288.5% | Added |
| Fairman Group, LLC | 101 | $11.1K | 0.01% | +101 | New |
| Tidemark, LLC | 106 | $11.7K | 0.01% | +106 | New |
| Gleason Group, Inc. | 112 | $12.4K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 124 | $13.6K | 0.00% | +124 | New |
| Aspect Partners, LLC | 130 | $14.3K | 0.01% | +130 | New |
| Lowe Wealth Advisors, LLC | 138 | $15.2K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 140 | $15.4K | 0.01% | +140 | New |
| Retirement Group, LLC | 145 | $16.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 146 | $16.1K | 0.00% | +15+11.5% | Added |
| Cedar Wealth Management, LLC | 148 | $16.3K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 154 | $17.0K | 0.01% | +1+0.7% | Added |
| United Community Bank | 155 | $17.1K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 157 | $17.3K | 0.01% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 160 | $17.6K | 0.01% | −180−52.9% | Reduced |
| Joseph Group Capital Management | 160 | $17.6K | 0.01% | −21−11.6% | Reduced |
| Macroview Investment Management LLC | 160 | $17.6K | 0.02% | −69−30.1% | Reduced |
| Solstein Capital, LLC | 163 | $17.9K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 166 | $18.0K | 0.01% | −8−4.6% | Reduced |
| Kessler Investment Group, LLC | 170 | $18.7K | 0.01% | 00.0% | Unchanged |
| Able Wealth Management LLC | 174 | $19.1K | 0.02% | +174 | New |
| Quarry LP | 174 | $19.2K | 0.01% | −30−14.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 175 | $19.3K | 0.01% | −350−66.7% | Reduced |
| Dunhill Financial, LLC | 178 | $19.5K | 0.02% | +178 | New |
| O'Dell Group, LLC | 178 | $19.6K | 0.01% | +178 | New |
| Investors Research Corp | 185 | $20.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 196 | $21.6K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 198 | $21.8K | 0.00% | −1,094−84.7% | Reduced |
| Core Wealth Advisors, Inc. | 200 | $22.0K | 0.01% | −65−24.5% | Reduced |
| MidAtlantic Capital Management, Inc. | 200 | $22.0K | 0.02% | +200 | New |
| Evergreen Private Wealth LLC | 201 | $22.1K | 0.01% | +201 | New |
| DB Wealth Management Group, LLC | 204 | $22.5K | 0.01% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 213 | $23.4K | 0.02% | +213 | New |
| Financial Synergies Wealth Advisors, Inc. | 217 | $23.8K | 0.00% | −157−42.0% | Reduced |
| Highline Wealth Partners LLC | 223 | $24.5K | 0.01% | −66−22.8% | Reduced |
| LGT Financial Advisors LLC | 227 | $25.0K | 0.03% | −40−15.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 236 | $26.0K | 0.01% | −211−47.2% | Reduced |
| Y.D. More Investments Ltd | 236 | $26.0K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 240 | $26.4K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 251 | $27.6K | 0.02% | +201+402.0% | Added |
| Signature Resources Capital Management, LLC | 259 | $28.5K | 0.03% | +259 | New |
| Richardson Financial Services Inc. | 263 | $28.9K | 0.03% | +263 | New |
| Bourgeon Capital Management LLC | 266 | $29.2K | 0.01% | +2+0.8% | Added |
| Transcendent Capital Group LLC | 267 | $29.4K | 0.02% | +267 | New |
| IAG Wealth Partners, LLC | 271 | $29.8K | 0.01% | −43−13.7% | Reduced |
| Raffa Wealth Management, LLC | 287 | $31.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 298 | $32.8K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 300 | $33.0K | 0.01% | −200−40.0% | Reduced |
| FWL Investment Management, LLC | 300 | $33.0K | 0.02% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 305 | $33.6K | 0.00% | +305 | New |
| PFS Partners, LLC | 308 | $33.9K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 320 | $35.2K | 0.01% | +302+1,677.8% | Added |
| Sofos Investments, Inc. | 320 | $35.2K | 0.01% | −4,504−93.4% | Reduced |
| Dogwood Wealth Management LLC | 321 | $35.3K | 0.03% | +321 | New |
| Rocky Mountain Advisers, LLC | 329 | $36.2K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 332 | $36.5K | 0.01% | −210−38.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 336 | $37.0K | 0.01% | +236+236.0% | Added |
| Rise Advisors, LLC | 338 | $37.2K | 0.03% | +338 | New |
| Halpern Financial, Inc. | 342 | $37.5K | 0.01% | +74+27.6% | Added |
| Stephens Consulting, LLC | 356 | $39.1K | 0.01% | −11−3.0% | Reduced |
| EntryPoint Capital, LLC | 367 | $40.4K | 0.04% | +367 | New |
| Oliver Lagore Vanvalin Investment Group | 369 | $40.6K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 370 | $40.7K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 376 | $41.4K | 0.03% | +2+0.5% | Added |
| Clarity Asset Management, Inc. | 384 | $42.3K | 0.03% | +384 | New |
| Front Row Advisors LLC | 390 | $42.9K | 0.02% | −204−34.3% | Reduced |