| CWM Advisors, LLC | 0 | $20 | 0.00% | 0 | Unchanged |
| Mountain Hill Investment Partners Corp. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4 | $188 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 9 | $430 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 10 | $470 | 0.00% | +10 | New |
| Team Financial Group, LLC | 11 | $512 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $570 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 13 | $611 | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 19 | $894 | 0.00% | +19 | New |
| DecisionPoint Financial, LLC | 20 | $940 | 0.00% | −405−95.3% | Reduced |
| Copia Wealth Management | 20 | $940 | 0.00% | +20 | New |
| Tiaa Trust, National Association | 24 | $1.13K | 0.00% | −21,579−99.9% | Reduced |
| Dogwood Wealth Management LLC | 28 | $1.32K | 0.00% | +28 | New |
| Strategic Advocates LLC | 30 | $1.41K | 0.01% | −212−87.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 31 | $1.49K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 32 | $1.50K | 0.00% | +32 | New |
| Synergy Investment Management, LLC | 36 | $1.69K | 0.00% | +36 | New |
| IAG Wealth Partners, LLC | 40 | $1.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 46 | $2.16K | 0.00% | −75−62.0% | Reduced |
| McGuire Capital Advisors Inc | 46 | $2.16K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $2.35K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $2.35K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $2.35K | 0.00% | +50 | New |
| CVA Family Office, LLC | 54 | $2.54K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 56 | $2.61K | 0.00% | +1+1.8% | Added |
| Western Pacific Wealth Management, LP | 56 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 57 | $2.64K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 63 | $2.96K | 0.00% | −43−40.6% | Reduced |
| Arlington Trust Co LLC | 63 | $2.96K | 0.00% | +63 | New |
| Dunhill Financial, LLC | 68 | $3.20K | 0.00% | +68 | New |
| Roxbury Financial LLC | 76 | $3.57K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 78 | $3.65K | 0.00% | +78 | New |
| Albion Financial Group | 80 | $3.76K | 0.00% | +80 | New |
| YANKCOM Partnership | 82 | $3.85K | 0.00% | −876−91.4% | Reduced |
| Cranbrook Wealth Management, LLC | 82 | $3.85K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 83 | $3.90K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 84 | $3.95K | 0.00% | 00.0% | Unchanged |
| American National Bank | 85 | $4.00K | 0.00% | −196−69.8% | Reduced |
| IMA Wealth, Inc. | 85 | $4.00K | 0.00% | −6−6.6% | Reduced |
| Basepoint Wealth LLC | 89 | $4.18K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 91 | $4.28K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 91 | $4.28K | 0.00% | +91 | New |
| Raffa Wealth Management, LLC | 92 | $4.32K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 96 | $4.33K | 0.00% | +1+1.1% | Added |
| Burk Holdings LLC | 93 | $4.37K | 0.00% | +93 | New |
| Quaker Wealth Management, LLC | 100 | $4.70K | 0.00% | −124−55.4% | Reduced |
| Hoertkorn Richard Charles | 100 | $4.70K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $4.70K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $4.70K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 100 | $4.70K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 102 | $4.79K | 0.00% | +73+251.7% | Added |
| Graney & King, LLC | 106 | $4.98K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 107 | $5.03K | 0.00% | −8−7.0% | Reduced |
| Sunrise Financial Services, LLC | 107 | $5.03K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 113 | $5.31K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 146 | $5.39K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 120 | $5.64K | 0.00% | +120 | New |
| Networth Advisors, LLC | 121 | $5.69K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 121 | $5.69K | 0.00% | +121 | New |
| Consultiva Wealth Management, Corp. | 123 | $5.78K | 0.02% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,029 | $5.99K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 136 | $6.38K | 0.00% | +136 | New |
| Main Street Group, LTD | 136 | $6.39K | 0.00% | +136 | New |
| Manning & Napier Advisors LLC | 142 | $6.72K | 0.00% | −28−16.5% | Reduced |
| Alerus Financial NA | 144 | $6.77K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 144 | $6.77K | 0.00% | +68+89.5% | Added |
| Glen Eagle Advisors, LLC | 150 | $7.05K | 0.00% | −489−76.5% | Reduced |
| MTM Investment Management, LLC | 150 | $7.05K | 0.00% | −50−25.0% | Reduced |
| Vermillion Wealth Management, Inc. | 150 | $7.05K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 150 | $7.07K | 0.00% | +1+0.7% | Added |
| Sachetta, LLC | 159 | $7.49K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 161 | $7.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 165 | $7.75K | 0.00% | −53−24.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 172 | $8.08K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 176 | $8.27K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 177 | $8.32K | 0.00% | +56+46.3% | Added |
| Tower Trust & Investment Co | 178 | $8.37K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 180 | $8.46K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 181 | $8.51K | 0.00% | +28+18.3% | Added |
| Ameritas Investment Partners, Inc. | 181 | $8.53K | 0.00% | +1+0.6% | Added |
| Joseph Group Capital Management | 183 | $8.60K | 0.00% | −12−6.2% | Reduced |
| Bangor Savings Bank | 184 | $8.65K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 184 | $8.65K | 0.00% | +46+33.3% | Added |
| Mosley Wealth Management | 255 | $8.79K | 0.00% | +255 | New |
| Rakuten Securities, Inc. | 191 | $8.98K | 0.00% | +180+1,636.4% | Added |
| Lodestone Wealth Management LLC | 196 | $9.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 198 | $9.31K | 0.00% | +40+25.3% | Added |
| Lavaca Capital LLC | 200 | $9.40K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 200 | $9.40K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 200 | $9.40K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $9.40K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 200 | $9.40K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 200 | $9.40K | 0.04% | +200 | New |
| Kilter Group LLC | 201 | $9.45K | 0.00% | +112+125.8% | Added |
| Clayton Financial Group LLC | 206 | $9.68K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 206 | $9.68K | 0.01% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 209 | $9.82K | 0.01% | +209 | New |
| Robinswood Financial LLC | 210 | $9.88K | 0.00% | +3+1.4% | Added |