| Cape Investment Advisory, Inc. | 0 | $3 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $215 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 2 | $431 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2 | $431 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $646 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 144,712 | $683 | 0.03% | +144,712 | New |
| NVWM, LLC | 4 | $861 | 0.00% | +4 | New |
| Migdal Insurance & Financial Holdings Ltd. | 5 | $1.00K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5 | $1.08K | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 6 | $1.27K | 0.00% | +6 | New |
| RFP Financial Group LLC | 6 | $1.29K | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.29K | 0.00% | +6 | New |
| FRG Family Wealth Advisors LLC | 7 | $1.47K | 0.00% | +7 | New |
| MeadowBrook Investment Advisors LLC | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.72K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.72K | 0.00% | −8−50.0% | Reduced |
| Aspect Partners, LLC | 9 | $1.94K | 0.00% | +7+350.0% | Added |
| Riggs Asset Managment Co. Inc. | 9 | $1.94K | 0.00% | +9 | New |
| Optiver Holding B.V. | 9 | $1.94K | 0.00% | +9 | New |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $1.95K | 0.00% | +1+12.5% | Added |
| FPC Investment Advisory, Inc. | 12 | $2.55K | 0.00% | +12 | New |
| Tacita Capital Inc | 12 | $2.58K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 12 | $2.58K | 0.00% | +12 | New |
| Semmax Financial Advisors Inc. | 13 | $2.63K | 0.00% | +1+8.3% | Added |
| WR Wealth Planners, LLC | 13 | $2.80K | 0.00% | +13 | New |
| Frank, Rimerman Advisors LLC | 14 | $3.01K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 15 | $3.23K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $3.23K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 16 | $3.44K | 0.00% | −16−50.0% | Reduced |
| Providence Capital Advisors, LLC | 16 | $3.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $3.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $3.66K | 0.00% | −1−5.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $3.88K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $4.09K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $4.31K | 0.00% | +14+233.3% | Added |
| Tfo-TDC, LLC | 21 | $4.52K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 21 | $4.52K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 21 | $4.52K | 0.00% | +21 | New |
| Glass Jacobson Investment Advisors llc | 21 | $4.52K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 21 | $4.52K | 0.00% | +1+5.0% | Added |
| Creative Financial Designs Inc | 22 | $4.77K | 0.00% | −6−21.4% | Reduced |
| Adirondack Trust Co | 23 | $4.95K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 23 | $4.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $5.00K | 0.00% | +1+4.5% | Added |
| True Wealth Design, LLC | 24 | $5.17K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 25 | $5.38K | 0.00% | +25 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $5.38K | 0.01% | −9−26.5% | Reduced |
| Caitlin John, LLC | 26 | $5.58K | 0.00% | +1+4.0% | Added |
| ZRC Wealth Management, LLC | 26 | $5.60K | 0.00% | +1+4.0% | Added |
| Stuart Chaussee & Associates, Inc. | 28 | $6.03K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 29 | $6.24K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 29 | $6.24K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 29 | $6.24K | 0.00% | +5+20.8% | Added |
| Tyler-Stone Wealth Management | 30 | $6.46K | 0.00% | +30 | New |
| Westside Investment Management, Inc. | 31 | $6.67K | 0.00% | −165−84.2% | Reduced |
| LRI Investments, LLC | 32 | $6.89K | 0.00% | +32 | New |
| Palisade Asset Management, LLC | 32 | $6.89K | 0.00% | +32 | New |
| Asset Dedication, LLC | 33 | $7.00K | 0.00% | −30−47.6% | Reduced |
| Financial Management Professionals, Inc. | 34 | $7.00K | 0.00% | −14−29.2% | Reduced |
| Capital Analysts, LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $7.06K | 0.00% | +6+21.4% | Added |
| Raffa Wealth Management, LLC | 34 | $7.32K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 35 | $7.54K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 35 | $7.54K | 0.00% | +35 | New |
| Atwood & Palmer Inc | 35 | $7.54K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $7.54K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 34 | $8.00K | 0.01% | +34 | New |
| SOA Wealth Advisors, LLC. | 38 | $8.23K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 39 | $8.40K | 0.01% | +37+1,850.0% | Added |
| Sound Income Strategies, LLC | 40 | $8.61K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 42 | $9.02K | 0.01% | +5+13.5% | Added |
| Silicon Valley Capital Partners | 42 | $9.04K | 0.00% | +1+2.4% | Added |
| Princeton Global Asset Management LLC | 44 | $9.47K | 0.00% | +1+2.3% | Added |
| Raleigh Capital Management Inc. | 45 | $9.69K | 0.00% | +27+150.0% | Added |
| CoreFirst Bank & Trust | 46 | $9.90K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $10.1K | 0.01% | +3+6.8% | Added |
| Cetera Trust Company, N.A | 49 | $10.5K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $10.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 51 | $10.8K | 0.02% | −311−85.9% | Reduced |
| Central Bank & Trust Co | 53 | $11.4K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 53 | $11.4K | 0.00% | +53 | New |
| Key Financial Inc | 56 | $12.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 56 | $12.1K | 0.01% | −4−6.7% | Reduced |
| Beacon Capital Management, LLC | 59 | $12.7K | 0.00% | +10+20.4% | Added |
| Independence Bank of Kentucky | 60 | $12.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 60 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 61 | $13.2K | 0.00% | +45+281.3% | Added |
| Versant Capital Management, Inc | 63 | $13.6K | 0.00% | −4−6.0% | Reduced |
| Sachetta, LLC | 65 | $13.8K | 0.01% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 65 | $14.0K | 0.01% | +65 | New |
| Financial Perspectives, Inc | 67 | $14.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 68 | $14.6K | 0.01% | +7+11.5% | Added |
| GPS Wealth Strategies Group, LLC | 68 | $14.6K | 0.00% | +2+3.0% | Added |
| EntryPoint Capital, LLC | 71 | $15.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $16.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 77 | $16.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $17.0K | 0.00% | −9−10.2% | Reduced |
| TCTC Holdings, LLC | 80 | $17.2K | 0.00% | +80 | New |
| TSFG, LLC | 85 | $18.0K | 0.00% | −6−6.6% | Reduced |
