| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $3 | 0.00% | −405−100.0% | Reduced |
| Cornerstone Planning Group LLC | 1 | $377 | 0.00% | −13−92.9% | Reduced |
| Activest Wealth Management | 1 | $383 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 16 | $726 | 0.04% | +16 | New |
| USA Financial Portformulas Corp | 2 | $755 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $1.13K | 0.00% | −73−96.1% | Reduced |
| Tortoise Investment Management, LLC | 3 | $1.13K | 0.00% | +3 | New |
| Flaharty Asset Management, LLC | 3 | $1.13K | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $1.89K | 0.00% | +5 | New |
| Family CFO Inc | 5 | $1.89K | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 5 | $2.14K | 0.00% | −24−82.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $2.26K | 0.00% | −183−96.8% | Reduced |
| Wolff Wiese Magana LLC | 6 | $2.27K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $2.64K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $2.69K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 8 | $3.02K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 8 | $3.02K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 8 | $3.02K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 9 | $3.40K | 0.00% | −910−99.0% | Reduced |
| Hibernia Wealth Partners, LLC | 10 | $3.77K | 0.00% | +10 | New |
| Dividend Assets Capital, LLC | 10 | $4.00K | 0.00% | −7−41.2% | Reduced |
| VitalStone Financial, LLC | 11 | $4.00K | 0.00% | +3+37.5% | Added |
| Mendota Financial Group, LLC | 12 | $4.53K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $4.53K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $4.53K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $4.54K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 14 | $5.00K | 0.00% | −133−90.5% | Reduced |
| Center for Financial Planning, Inc. | 15 | $5.66K | 0.00% | −100−87.0% | Reduced |
| TD Capital Management LLC | 15 | $5.66K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 15 | $5.66K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 15 | $5.66K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15 | $5.66K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 15 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 19 | $7.25K | 0.00% | −2,500−99.2% | Reduced |
| Cranbrook Wealth Management, LLC | 20 | $7.55K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $7.55K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $8.00K | 0.00% | +2+11.1% | Added |
| DecisionPoint Financial, LLC | 23 | $8.68K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 24 | $9.06K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 25 | $9.44K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 27 | $10.2K | 0.01% | +27 | New |
| Archer Investment Corp | 29 | $10.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 30 | $11.2K | 0.01% | −78−72.2% | Reduced |
| Boyd Watterson Asset Management LLC | 30 | $11.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 30 | $11.3K | 0.00% | +7+30.4% | Added |
| Silicon Valley Capital Partners | 30 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 31 | $11.7K | 0.01% | +2+6.9% | Added |
| Concord Wealth Partners | 34 | $12.8K | 0.00% | −440−92.8% | Reduced |
| West Tower Group, LLC | 35 | $13.2K | 0.01% | −80−69.6% | Reduced |
| Godsey & Gibb Associates | 35 | $13.2K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 37 | $14.0K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 37 | $14.0K | 0.00% | +37 | New |
| Catalyst Capital Advisors LLC | 37 | $14.0K | 0.00% | +37 | New |
| Robbins Farley LLC | 40 | $15.1K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 45 | $17.0K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 47 | $17.6K | 0.01% | +1+2.2% | Added |
| Banco de Sabadell, S.A | 46 | $18.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 48 | $18.1K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $18.1K | 0.00% | +9+23.1% | Added |
| Clean Yield Group | 47 | $18.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $18.5K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $18.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $19.6K | 0.01% | −130−71.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 53 | $20.0K | 0.01% | −5−8.6% | Reduced |
| Aspire Private Capital, LLC | 53 | $20.3K | 0.01% | −1,595−96.8% | Reduced |
| NewSquare Capital LLC | 54 | $20.4K | 0.00% | +52+2,600.0% | Added |
| Trifecta Capital Advisors, LLC | 59 | $22.2K | 0.01% | +49+490.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 60 | $22.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 61 | $23.0K | 0.00% | +4+7.0% | Added |
| Cedar Mountain Advisors, LLC | 63 | $23.8K | 0.01% | +63 | New |
| Versant Capital Management, Inc | 65 | $24.5K | 0.01% | +4+6.6% | Added |
| Cassady Schiller Wealth Management, LLC | 66 | $24.9K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 68 | $25.0K | 0.02% | +68 | New |
| Twin Lakes Capital Management, LLC | 68 | $25.7K | 0.02% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 69 | $26.0K | 0.07% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $26.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 71 | $27.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 73 | $27.5K | 0.01% | −124−62.9% | Reduced |
| McIlrath & Eck, LLC | 73 | $27.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 73 | $27.6K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 74 | $27.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $28.3K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 78 | $29.4K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 85 | $32.1K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 90 | $34.0K | 0.03% | −171−65.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 90 | $34.0K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 98 | $37.0K | 0.01% | +98 | New |
| Thompson Investment Management, Inc. | 100 | $37.7K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $37.7K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 100 | $37.7K | 0.01% | +100 | New |
| Hall Laurie J Trustee | 100 | $38.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $38.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 103 | $39.0K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 104 | $39.2K | 0.01% | +100+2,500.0% | Added |