| Coston, McIsaac & Partners | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2 | $196 | 0.00% | −9,093−100.0% | Reduced |
| USA Financial Portformulas Corp | 5 | $490 | 0.00% | +5 | New |
| Koesten, Hirschmann & Crabtree, INC. | 8 | $785 | 0.00% | +8 | New |
| Hallmark Capital Management Inc | 10 | $980 | 0.00% | −177−94.7% | Reduced |
| Citizens National Bank Trust Department | 10 | $980 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $980 | 0.00% | – | – |
| Antonetti Capital Management LLC | 10 | $980 | 0.00% | −2−16.7% | Reduced |
| Avion Wealth | 19 | $1.00K | 0.00% | −83−81.4% | Reduced |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | −3−30.0% | Reduced |
| 25 LLC | 11 | $1.05K | 0.00% | +11 | New |
| True Wealth Design, LLC | 12 | $1.18K | 0.00% | +1+9.1% | Added |
| Mascoma Wealth Management LLC | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 16 | $1.57K | 0.00% | −100−86.2% | Reduced |
| GoalVest Advisory LLC | 21 | $2.06K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 22 | $2.16K | 0.00% | +22 | New |
| First Community Trust NA | 25 | $2.45K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $2.45K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 25 | $2.45K | 0.00% | +25 | New |
| Lee Financial Co | 26 | $2.55K | 0.00% | −28−51.9% | Reduced |
| Syverson Strege & Co | 27 | $2.62K | 0.00% | +17+170.0% | Added |
| WFA Asset Management Corp | 30 | $2.94K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 30 | $2.94K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 32 | $3.14K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 38 | $3.72K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 38 | $3.72K | 0.00% | +38 | New |
| Macroview Investment Management LLC | 40 | $3.92K | 0.01% | 00.0% | Unchanged |
| Tobam | 38 | $4.00K | 0.00% | +7+22.6% | Added |
| GW&K Investment Management, LLC | 40 | $4.00K | 0.00% | +40 | New |
| Rise Advisors, LLC | 44 | $4.31K | 0.00% | +8+22.2% | Added |
| PayPay Securities Corp | 49 | $4.80K | 0.32% | −25−33.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 50 | $4.90K | 0.00% | −465−90.3% | Reduced |
| Coastal Capital Group, Inc. | 50 | $4.90K | 0.00% | −20−28.6% | Reduced |
| SkyView Investment Advisors, LLC | 54 | $5.00K | 0.00% | −3,789−98.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 52 | $5.10K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 56 | $5.49K | 0.00% | −2−3.4% | Reduced |
| Wellington Shields & Co., LLC | 57 | $5.59K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 57 | $5.59K | 0.00% | +39+216.7% | Added |
| Cedar Mountain Advisors, LLC | 60 | $5.88K | 0.00% | −40−40.0% | Reduced |
| First National Bank of South Miami | 65 | $6.37K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 67 | $6.57K | 0.00% | −108−61.7% | Reduced |
| Tradewinds Capital Management, LLC | 69 | $6.76K | 0.00% | −2−2.8% | Reduced |
| Private Ocean, LLC | 70 | $6.86K | 0.00% | +70 | New |
| Values First Advisors, Inc. | 70 | $6.87K | 0.00% | +70 | New |
| First Command Bank | 76 | $7.45K | 0.00% | +76 | New |
| First Command Financial Services, Inc. | 76 | $7.45K | 0.00% | +76 | New |
| Carmel Capital Partners, LLC | 77 | $7.59K | 0.00% | +77 | New |
| Highline Wealth Partners LLC | 82 | $8.04K | 0.01% | +5+6.5% | Added |
| JDM Financial Group LLC | 89 | $8.72K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 90 | $8.82K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 92 | $9.00K | 0.00% | −164,164−99.9% | Reduced |
| PFS Partners, LLC | 93 | $9.12K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 95 | $9.31K | 0.01% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 96 | $9.41K | 0.01% | −13,228−99.3% | Reduced |
| Addison Advisors LLC | 98 | $9.61K | 0.01% | +24+32.4% | Added |
| C M Bidwell & Associates Ltd | 100 | $9.80K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $9.80K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $9.80K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $9.80K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 102 | $10.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 107 | $10.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 108 | $10.6K | 0.00% | −54−33.3% | Reduced |
| Hillsdale Investment Management Inc. | 113 | $11.1K | 0.00% | −390−77.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 120 | $11.8K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 122 | $12.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 123 | $12.1K | 0.00% | +7+6.0% | Added |
| Schubert & Co | 123 | $12.1K | 0.01% | +65+112.1% | Added |
| Clearview Wealth Advisors LLC | 125 | $12.3K | 0.01% | −50−28.6% | Reduced |
| Global Trust Asset Management, LLC | 125 | $12.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 125 | $12.3K | 0.00% | +29+30.2% | Added |
| Global Financial Private Client, LLC | 131 | $12.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 137 | $13.0K | 0.00% | −1,275−90.3% | Reduced |
| Live Oak Investment Partners | – | $13.2K | 0.01% | – | – |
| GeoWealth Management, LLC | 139 | $14.0K | 0.00% | −2,821−95.3% | Reduced |
| Castleview Partners, LLC | 144 | $14.1K | 0.01% | +144 | New |
| Red Tortoise LLC | 149 | $14.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $14.7K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 150 | $14.7K | 0.03% | +150 | New |
| Bellwether Advisors, LLC | 151 | $14.8K | 0.00% | +1+0.7% | Added |
| Highlander Capital Management, LLC | 150 | $15.0K | 0.01% | −100−40.0% | Reduced |
| Steward Financial Group LLC | 161 | $15.0K | 0.00% | +100+163.9% | Added |
| IAG Wealth Partners, LLC | 158 | $15.5K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 280 | $16.0K | 0.23% | +231+471.4% | Added |
| Milestone Investment Advisors LLC | 167 | $16.4K | 0.01% | +167 | New |
| TCTC Holdings, LLC | 175 | $17.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 182 | $18.0K | 0.01% | −6−3.2% | Reduced |
| Raleigh Capital Management Inc. | 184 | $18.0K | 0.01% | +69+60.0% | Added |
| SJS Investment Consulting Inc. | 188 | $18.4K | 0.01% | +157+506.5% | Added |
| McIlrath & Eck, LLC | 196 | $19.2K | 0.00% | +21+12.0% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $19.6K | 0.00% | −132−39.8% | Reduced |
| Pacific Center for Financial Services | 200 | $19.6K | 0.01% | +200 | New |
| Pinnacle Bancorp, Inc. | 208 | $20.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 225 | $22.1K | 0.01% | −66−22.7% | Reduced |
| AlphaMark Advisors, LLC | 239 | $23.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 235 | $23.0K | 0.01% | +2+0.9% | Added |
