| Householder Group Estate & Retirement Specialist, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2 | $51 | 0.00% | +2 | New |
| Sugar Maple Asset Management, LLC | 5 | $128 | 0.00% | +5 | New |
| NBC Securities, Inc. | 9 | $240 | 0.02% | −9,115−99.9% | Reduced |
| Chesapeake Asset Management LLC | 10 | $255 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $256 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $280 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11 | $281 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $358 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 15 | $383 | 0.00% | +15 | New |
| WPG Advisers, LLC | 16 | $409 | 0.00% | +16 | New |
| WealthTrak Capital Management LLC | 20 | $511 | 0.00% | +20 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $561 | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 25 | $639 | 0.00% | +25 | New |
| Grove Bank & Trust | 27 | $690 | 0.00% | −87−76.3% | Reduced |
| Principia Wealth Advisory, LLC | 28 | $715 | 0.00% | +28 | New |
| Global Financial Private Client, LLC | 32 | $817 | 0.00% | +32 | New |
| Blue Bell Private Wealth Management, LLC | 33 | $835 | 0.00% | +1+3.1% | Added |
| NVWM, LLC | 35 | $894 | 0.00% | +5+16.7% | Added |
| Raffa Wealth Management, LLC | 36 | $919 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 36 | $919 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 38 | $971 | 0.00% | +38 | New |
| Founders Capital Management | 38 | $978 | 0.00% | −10−20.8% | Reduced |
| Clark Wealth Partners | 39 | $996 | 0.00% | +39 | New |
| Avion Wealth | 63 | $1.00K | 0.00% | −40−38.8% | Reduced |
| Valley National Advisers Inc | 71 | $1.00K | 0.00% | +71 | New |
| Orion Capital Management LLC | 41 | $1.05K | 0.00% | +41 | New |
| Moisand Fitzgerald Tamayo, LLC | 49 | $1.25K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 50 | $1.27K | 0.00% | +50 | New |
| Van Hulzen Asset Management, LLC | 50 | $1.28K | 0.00% | +50 | New |
| JNBA Financial Advisors | 54 | $1.38K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $1.47K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 58 | $1.48K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 70 | $1.79K | 0.00% | −17−19.5% | Reduced |
| Smithfield Trust Co | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 85 | $2.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 87 | $2.22K | 0.00% | +13+17.6% | Added |
| NewSquare Capital LLC | 89 | $2.27K | 0.00% | +89 | New |
| Granite FO LLC | 92 | $2.35K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 94 | $2.40K | 0.00% | +94 | New |
| Abound Wealth Management | 96 | $2.45K | 0.00% | +8+9.1% | Added |
| Toth Financial Advisory Corp | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $2.55K | 0.00% | +100 | New |
| Crews Bank & Trust | 100 | $2.55K | 0.00% | +100 | New |
| Kestra Investment Management, LLC | 100 | $2.56K | 0.00% | +100 | New |
| Vermillion & White Wealth Management Group, LLC | 104 | $2.66K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 106 | $2.71K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 117 | $2.99K | 0.00% | −71−37.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 60 | $3.00K | 0.00% | −29−32.6% | Reduced |
| Capital Advisors, Ltd. LLC | 98 | $3.00K | 0.00% | +16+19.5% | Added |
| Key Financial Inc | 120 | $3.06K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 120 | $3.06K | 0.01% | +120 | New |
| Dunhill Financial, LLC | 124 | $3.17K | 0.00% | +4+3.3% | Added |
| Retirement Wealth Solutions LLC | 140 | $3.88K | 0.00% | +140 | New |
| CBIZ Investment Advisory Services, LLC | 154 | $3.93K | 0.00% | +75+94.9% | Added |
| Blume Capital Management, Inc. | 154 | $3.93K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 150 | $4.00K | 0.00% | +50+50.0% | Added |
| Raleigh Capital Management Inc. | 159 | $4.06K | 0.00% | +60+60.6% | Added |
| Tidemark, LLC | 164 | $4.19K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 183 | $4.38K | 0.00% | +183 | New |
| Valued Wealth Advisors LLC | 184 | $4.71K | 0.00% | +29+18.7% | Added |
| Whipplewood Advisors, LLC | 188 | $4.80K | 0.00% | +188 | New |
| Sierra Ocean, LLC | 191 | $4.89K | 0.00% | +191 | New |
| PrairieView Partners, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 199 | $5.08K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $5.11K | 0.00% | +200 | New |
| Crowley Wealth Management, Inc. | 200 | $5.11K | 0.00% | +200 | New |
| Cape Investment Advisory, Inc. | 219 | $5.59K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 221 | $5.64K | 0.00% | +6+2.8% | Added |
| Golden State Wealth Management, LLC | 222 | $5.67K | 0.00% | +222 | New |
| Rakuten Securities, Inc. | 224 | $5.72K | 0.00% | −30−11.8% | Reduced |
| First Financial Corp | 227 | $5.80K | 0.00% | −220−49.2% | Reduced |
| Cetera Trust Company, N.A | 232 | $5.92K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 218 | $6.04K | 0.00% | +218 | New |
| Operose Advisors LLC | 240 | $6.13K | 0.00% | −2,935−92.4% | Reduced |
| CNB Bank | 260 | $6.64K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 270 | $6.90K | 0.00% | −14,395−98.2% | Reduced |
| Copeland Capital Management, LLC | 272 | $6.95K | 0.00% | −9−3.2% | Reduced |
| Cromwell Holdings LLC | 274 | $7.00K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 299 | $7.63K | 0.01% | −37−11.0% | Reduced |
| GW&K Investment Management, LLC | 325 | $8.00K | 0.00% | +54+19.9% | Added |
| Hilltop National Bank | 317 | $8.10K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 333 | $8.50K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 343 | $8.76K | 0.00% | −6,971−95.3% | Reduced |
| HHM Wealth Advisors, LLC | 343 | $8.76K | 0.00% | +343 | New |
| Cornerstone Planning Group LLC | 316 | $8.79K | 0.00% | +52+19.7% | Added |
| Zions Bancorporation, N.A. | 356 | $9.09K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 358 | $9.14K | 0.00% | +358 | New |
| Glass Jacobson Investment Advisors llc | 361 | $9.22K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 379 | $9.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 381 | $9.73K | 0.00% | −54−12.4% | Reduced |
| Rogco, LP | 384 | $9.81K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $10.2K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 400 | $10.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 413 | $10.5K | 0.00% | −66−13.8% | Reduced |
| Park Square Financial Group, LLC | 433 | $11.1K | 0.01% | +433 | New |
| Spire Wealth Management | 434 | $11.1K | 0.00% | −1,123−72.1% | Reduced |
| Sachetta, LLC | 440 | $11.2K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 441 | $11.3K | 0.01% | 00.0% | Unchanged |