| Resources Management Corp | 250 | $0 | 0.00% | −10,071−97.6% | Reduced |
| First Command Advisory Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| Summit Wealth Group, LLC | 115,477 | $0 | 0.00% | +115,477 | New |
| Sofos Investments, Inc. | 642 | $593 | 0.03% | +83+14.8% | Added |
| PSI Advisors, LLC | 1 | $642 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $1.26K | 0.00% | +2 | New |
| HighMark Wealth Management LLC | 2 | $1.28K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $1.44K | 0.00% | −7−77.8% | Reduced |
| WestEnd Advisors, LLC | – | $1.93K | 0.00% | – | – |
| Bradley & Co. Private Wealth Management, LLC | 3 | $1.93K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 3 | $1.93K | 0.00% | +3 | New |
| Koesten, Hirschmann & Crabtree, INC. | 3 | $1.93K | 0.00% | +3 | New |
| Nalls Sherbakoff Group, LLC | 4 | $2.54K | 0.00% | +4 | New |
| Roble, Belko & Company, Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 5 | $3.21K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $3.21K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $3.21K | 0.01% | +5 | New |
| One River Asset Management, LLC | 6 | $4.47K | 0.00% | +6 | New |
| Laurel Wealth Advisors LLC | 7 | $4.49K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 8 | $4.89K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 8 | $5.13K | 0.01% | +8 | New |
| PayPay Securities Corp | 9 | $5.77K | 0.39% | −7−43.8% | Reduced |
| Investors Research Corp | 9 | $5.77K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 9 | $5.94K | 0.00% | −29−76.3% | Reduced |
| Lincluden Management Ltd | 10 | $6.00K | 0.00% | +10 | New |
| Cowen Prime Advisors LLC | 9 | $6.00K | 0.00% | +9 | New |
| Eukles Asset Management | 10 | $6.42K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.42K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 10 | $6.42K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 11 | $7.06K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 11 | $7.06K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 12 | $7.70K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 12 | $7.70K | 0.00% | +12 | New |
| JDM Financial Group LLC | 13 | $8.34K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 14 | $8.76K | 0.00% | −5−26.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14 | $8.98K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 14 | $8.98K | 0.01% | +14 | New |
| Global Wealth Strategies & Associates | 15 | $9.62K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $9.62K | 0.01% | −2−11.8% | Reduced |
| Cranbrook Wealth Management, LLC | 15 | $9.62K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 109 | $9.68K | 0.01% | +109 | New |
| PrairieView Partners, LLC | 16 | $10.0K | 0.00% | +5+45.5% | Added |
| Cassady Schiller Wealth Management, LLC | 18 | $11.5K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 19 | $12.2K | 0.01% | −6−24.0% | Reduced |
| JNBA Financial Advisors | 19 | $12.2K | 0.00% | +12+171.4% | Added |
| Financial Avengers, Inc. | 20 | $12.6K | 0.01% | +1+5.3% | Added |
| CoreFirst Bank & Trust | 20 | $12.8K | 0.01% | −11−35.5% | Reduced |
| Cary Street Partners Asset Management LLC | 20 | $12.8K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $12.8K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 21 | $13.5K | 3.66% | 00.0% | Unchanged |
| Kenfarb & Co. | 21 | $13.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 22 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 23 | $14.8K | 0.01% | +23 | New |
| Castleview Partners, LLC | 24 | $15.7K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 25 | $16.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 25 | $16.0K | 0.00% | +25 | New |
| Cascade Investment Advisors, Inc. | 25 | $16.0K | 0.01% | +25 | New |
| Oliver Lagore Vanvalin Investment Group | 29 | $18.6K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 31 | $19.9K | 0.01% | +7+29.2% | Added |
| Lowe Wealth Advisors, LLC | 31 | $19.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 31 | $20.0K | 0.02% | +8+34.8% | Added |
| Lumature Wealth Partners, LLC | 32 | $20.5K | 0.01% | −911−96.6% | Reduced |
| SOA Wealth Advisors, LLC. | 33 | $21.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $21.2K | 0.01% | +6+22.2% | Added |
| Cypress Capital, LLC | 34 | $21.8K | 0.01% | −4,020−99.2% | Reduced |
| Bellwether Advisors, LLC | 34 | $21.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 34 | $21.8K | 0.01% | +17+100.0% | Added |
| Pflug Koory, LLC | 35 | $22.5K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 36 | $23.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $23.1K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 36 | $23.1K | 0.05% | +36 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 36 | $23.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 37 | $23.7K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 37 | $23.7K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 28 | $24.0K | 0.01% | +28 | New |
| City State Bank | 40 | $26.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 41 | $26.3K | 0.01% | −9−18.0% | Reduced |
| Focused Wealth Management, Inc | 42 | $26.7K | 0.01% | +1+2.4% | Added |
| IMA Wealth, Inc. | 42 | $26.9K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 43 | $27.6K | 0.01% | +6+16.2% | Added |
| Optiver Holding B.V. | 44 | $28.2K | 0.00% | +44 | New |
| TSFG, LLC | 46 | $29.0K | 0.01% | +1+2.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 46 | $29.5K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 49 | $31.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 50 | $32.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 53 | $34.0K | 0.01% | +1+1.9% | Added |
| Delos Wealth Advisors, LLC | 55 | $35.3K | 0.04% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 56 | $35.9K | 0.03% | +33+143.5% | Added |
| MRP Capital Investments, LLC | 56 | $35.9K | 0.04% | +21+60.0% | Added |
| Coston, McIsaac & Partners | 57 | $36.0K | 0.01% | −8−12.3% | Reduced |
| Sound Income Strategies, LLC | 58 | $37.2K | 0.00% | −12−17.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 58 | $37.2K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 58 | $37.2K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 59 | $37.9K | 0.01% | −1,156−95.1% | Reduced |
| TFC Financial Management | 61 | $39.1K | 0.01% | +5+8.9% | Added |
| Sageworth Trust Co | 61 | $39.1K | 0.00% | +61 | New |
| Schubert & Co | 62 | $39.8K | 0.04% | +3+5.1% | Added |
| VitalStone Financial, LLC | 60 | $40.0K | 0.04% | +25+71.4% | Added |
| Mascoma Wealth Management LLC | 65 | $40.8K | 0.01% | 00.0% | Unchanged |