| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 0 | $19 | 0.00% | −80−100.0% | Reduced |
| Mendota Financial Group, LLC | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 14,745 | $191 | 0.01% | +14,745 | New |
| Pineridge Advisors LLC | 3 | $230 | 0.00% | −29−90.6% | Reduced |
| Sofos Investments, Inc. | 3 | $230 | 0.00% | +3 | Added |
| JJJ Advisors Inc. | 4 | $307 | 0.00% | −2−33.3% | Reduced |
| MCF Advisors LLC | 4 | $307 | 0.00% | +4 | New |
| Aspect Partners, LLC | 5 | $383 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $537 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 8 | $613 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $767 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 12 | $920 | 0.00% | −90−88.2% | Reduced |
| NVWM, LLC | 13 | $997 | 0.00% | +13 | New |
| TD Capital Management LLC | 14 | $1.07K | 0.00% | +6+75.0% | Added |
| True Wealth Design, LLC | 14 | $1.07K | 0.00% | −23−62.2% | Reduced |
| Abich Financial Wealth Management LLC | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $1.15K | 0.00% | −1−6.3% | Reduced |
| Kozak & Associates, Inc. | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 17 | $1.30K | 0.00% | +17 | New |
| Frazier Financial Advisors, LLC | 17 | $1.31K | 0.00% | −22−56.4% | Reduced |
| Global Financial Private Client, LLC | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 18 | $1.38K | 0.00% | −11−37.9% | Reduced |
| Core Alternative Capital | 20 | $1.53K | 0.00% | −167−89.3% | Reduced |
| NewSquare Capital LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 21 | $1.61K | 0.00% | +21 | New |
| WealthCollab, LLC | 21 | $1.61K | 0.00% | +21 | New |
| Highline Wealth Partners LLC | 23 | $1.76K | 0.00% | −3−11.5% | Reduced |
| Hollencrest Capital Management | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 25 | $1.92K | 0.00% | −83−76.9% | Reduced |
| Bellevue Asset Management, LLC | 25 | $1.92K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $2.00K | 0.00% | −1,956−98.2% | Reduced |
| Pin Oak Investment Advisors Inc | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 32 | $2.45K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 34 | $2.58K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 37 | $2.84K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 38 | $2.95K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 37 | $3.00K | 0.00% | −192−83.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 40 | $3.07K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 42 | $3.22K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 42 | $3.22K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 42 | $3.22K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 42 | $3.25K | 0.00% | −2,279−98.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 43 | $3.27K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 43 | $3.30K | 0.00% | −88−67.2% | Reduced |
| Hallmark Capital Management Inc | 43 | $3.30K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 46 | $3.51K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 54 | $4.14K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 60 | $4.60K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 61 | $4.68K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 63 | $4.90K | 0.01% | −1−1.6% | Reduced |
| Pflug Koory, LLC | 64 | $4.91K | 0.00% | −33−34.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 66 | $5.06K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 68 | $5.21K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $5.44K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 72 | $5.52K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 75 | $5.75K | 0.01% | +75 | New |
| Kelly Financial Services LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 79 | $6.05K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 79 | $6.08K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 85 | $6.52K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 88 | $6.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 91 | $6.98K | 0.00% | +50+122.0% | Added |
| Founders Capital Management | 97 | $7.44K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 99 | $7.59K | 0.00% | −23−18.9% | Reduced |
| Private Ocean, LLC | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $7.67K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 100 | $7.67K | 0.02% | +100 | New |
| Abound Wealth Management | 102 | $7.83K | 0.00% | −300−74.6% | Reduced |
| Resources Management Corp | 100 | $8.00K | 0.00% | −648−86.6% | Reduced |
| Harvest Fund Management Co., Ltd | 101 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 107 | $8.20K | 0.00% | −3,160−96.7% | Reduced |
| Raleigh Capital Management Inc. | 108 | $8.29K | 0.00% | +20+22.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 110 | $8.43K | 0.00% | +42+61.8% | Added |
| Stone House Investment Management, LLC | 110 | $8.43K | 0.00% | +110 | New |
| Bell Investment Advisors, Inc | 112 | $8.59K | 0.00% | −7−5.9% | Reduced |
| Annapolis Financial Services, LLC | 117 | $8.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 113 | $9.00K | 0.00% | −137−54.8% | Reduced |
| Retirement Group, LLC | 119 | $9.12K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 128 | $9.81K | 0.00% | −85−39.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 128 | $9.81K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 128 | $9.81K | 0.00% | +128 | New |
| Blue Bell Private Wealth Management, LLC | 132 | $10.1K | 0.00% | +1+0.8% | Added |
| Cetera Trust Company, N.A | 135 | $10.3K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 138 | $10.6K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 141 | $10.8K | 0.00% | +41+41.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 141 | $10.8K | 0.00% | +19+15.6% | Added |
| Dynamic Wealth Strategies, LLC | 142 | $11.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 160 | $12.2K | 0.01% | +1+0.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 163 | $12.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 163 | $12.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 165 | $13.0K | 0.00% | −26−13.6% | Reduced |
| Newton One Investments LLC | 173 | $13.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 174 | $13.4K | 0.01% | +1+0.6% | Added |
| Ruedi Wealth Management, Inc. | 189 | $14.5K | 0.01% | +56+42.1% | Added |