| Ball & Co Wealth Management Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 2 | $0 | 0.00% | +2 | New |
| Pineridge Advisors LLC | 3 | $224 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $373 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $373 | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 5 | $383 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $449 | 0.00% | +6 | New |
| Greenline Partners, LLC | 8 | $597 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 12 | $896 | 0.00% | +12 | New |
| Nova Wealth Management, Inc. | 12 | $896 | 0.00% | +12 | New |
| NVWM, LLC | 13 | $971 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 13 | $971 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 17 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $1.12K | 0.00% | +12+400.0% | Added |
| WealthTrak Capital Management LLC | 15 | $1.12K | 0.00% | −5−25.0% | Reduced |
| Winnow Wealth LLC | 16 | $1.16K | 0.00% | +5+45.5% | Added |
| HHM Wealth Advisors, LLC | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 18 | $1.34K | 0.00% | +18 | New |
| Quest 10 Wealth Builders, Inc. | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $1.43K | 0.00% | +11+91.7% | Added |
| Core Alternative Capital | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $1.49K | 0.00% | +12+150.0% | Added |
| Garde Capital, Inc. | 20 | $1.49K | 0.00% | +20 | New |
| Perkins Coie Trust Co | 21 | $1.57K | 0.00% | −902−97.7% | Reduced |
| Dogwood Wealth Management LLC | 21 | $1.57K | 0.00% | +21 | New |
| Hollencrest Capital Management | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 23 | $1.72K | 0.00% | +2+9.5% | Added |
| MPWM Advisory Solutions, LLC | 24 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $2.00K | 0.00% | −1,058−96.7% | Reduced |
| BankPlus Trust Department | 29 | $2.17K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 32 | $2.39K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 33 | $2.52K | 0.00% | −1−2.9% | Reduced |
| Financial Management Professionals, Inc. | 39 | $2.91K | 0.00% | −27−40.9% | Reduced |
| HighMark Wealth Management LLC | 39 | $2.93K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 40 | $2.96K | 0.00% | −1−2.4% | Reduced |
| PrairieView Partners, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 37 | $3.05K | 0.00% | +37 | New |
| Tortoise Investment Management, LLC | 42 | $3.14K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 42 | $3.14K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 42 | $3.14K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $3.21K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 44 | $3.29K | 0.00% | −44−50.0% | Reduced |
| American Capital Advisory, LLC | 45 | $3.36K | 0.00% | +45 | New |
| Burkett Financial Services, LLC | 47 | $3.48K | 0.00% | +1+2.2% | Added |
| BFSG, LLC | 50 | $3.75K | 0.00% | −8−13.8% | Reduced |
| Binnacle Investments Inc | 51 | $3.81K | 0.00% | +51 | New |
| SOA Wealth Advisors, LLC. | 53 | $3.97K | 0.00% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 13,500 | $4.15K | 0.00% | +13,500 | New |
| Newbridge Financial Services Group, Inc. | 57 | $4.26K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 58 | $4.33K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 66 | $4.34K | 0.00% | +66 | New |
| Synergy Investment Management, LLC | 60 | $4.48K | 0.00% | −19−24.1% | Reduced |
| Activest Wealth Management | 60 | $4.48K | 0.00% | +60 | New |
| UMA Financial Services, Inc. | 63 | $4.71K | 0.00% | +13+26.0% | Added |
| Pflug Koory, LLC | 64 | $4.78K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 65 | $4.86K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 68 | $5.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $5.30K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $5.30K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 71 | $5.30K | 0.00% | +71 | New |
| Global Wealth Strategies & Associates | 72 | $5.38K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 72 | $5.38K | 0.00% | −20−21.7% | Reduced |
| Wolff Wiese Magana LLC | 73 | $5.45K | 0.00% | −71−49.3% | Reduced |
| Cheviot Value Management, LLC | 85 | $5.55K | 0.00% | +85 | New |
| Highline Wealth Partners LLC | 75 | $5.63K | 0.00% | −1−1.3% | Reduced |
| 1 North Wealth Services LLC | 78 | $5.83K | 0.00% | +78 | New |
| Abound Wealth Management | 81 | $6.06K | 0.00% | −6−6.9% | Reduced |
| Global Financial Private Client, LLC | 83 | $6.20K | 0.00% | +24+40.7% | Added |
| Islay Capital Management, LLC | 85 | $6.35K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 85 | $6.35K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 86 | $6.42K | 0.00% | +33+62.3% | Added |
| High Note Wealth, LLC | 89 | $6.65K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 90 | $6.73K | 0.00% | +57+172.7% | Added |
| Transce3nd, LLC | 92 | $6.87K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 93 | $6.95K | 0.00% | +27+40.9% | Added |
| Syntax Research, Inc. | 100 | $7.47K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $7.47K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 100 | $7.47K | 0.00% | +100 | New |
| Graney & King, LLC | 103 | $7.69K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 103 | $7.69K | 0.01% | +103 | New |
| Marshall & Sterling Wealth Advisors Inc. | 104 | $7.77K | 0.01% | +104 | New |
| Vermillion & White Wealth Management Group, LLC | 105 | $7.84K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 106 | $7.92K | 0.00% | +106 | New |
| Kayne Anderson Rudnick Investment Management LLC | 107 | $7.99K | 0.00% | −29−21.3% | Reduced |
| Carolinas Wealth Consulting LLC | 107 | $7.99K | 0.00% | −5−4.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 109 | $8.14K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 111 | $8.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 112 | $8.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 112 | $8.37K | 0.00% | +23+25.8% | Added |
| Rialto Wealth Management, LLC | 113 | $8.44K | 0.00% | +27+31.4% | Added |
| Lummis Asset Management, LP | 133 | $8.78K | 0.01% | +133 | New |
| SIMA Wealth Partners, LLC | 119 | $8.88K | 0.01% | −168−58.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 120 | $8.96K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 116 | $9.00K | 0.00% | +116 | New |
| Fourth Dimension Wealth, LLC | 125 | $9.34K | 0.00% | 00.0% | Unchanged |