| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $23 | 0.00% | 0 | New |
| Scarborough Advisors, LLC | 1 | $407 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.20K | 0.00% | −13,932−100.0% | Reduced |
| GoalVest Advisory LLC | 3 | $1.20K | 0.00% | −149−98.0% | Reduced |
| Concord Wealth Partners | 3 | $1.20K | 0.00% | −31−91.2% | Reduced |
| Tfo-TDC, LLC | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4 | $1.60K | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.72K | 0.00% | −100−96.2% | Reduced |
| Broadwater Capital Management LLC | 5 | $2.00K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $2.86K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 8 | $3.00K | 0.00% | −532−98.5% | Reduced |
| VitalStone Financial, LLC | 8 | $3.00K | 0.00% | −3−27.3% | Reduced |
| DB Wealth Management Group, LLC | 8 | $3.20K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 8 | $3.20K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 8 | $3.20K | 0.00% | +8 | New |
| Custom Portfolio Group LLC | 8 | $3.21K | 0.00% | +8 | New |
| Richard W. Paul & Associates, LLC | 9 | $3.60K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $4.20K | 0.21% | −6−37.5% | Reduced |
| Cedar Wealth Management, LLC | 12 | $4.80K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 12 | $4.80K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 12 | $4.80K | 0.00% | +12 | New |
| PFS Partners, LLC | 12 | $4.83K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 13 | $5.00K | 0.00% | +13 | New |
| Evergreen Private Wealth LLC | 13 | $5.20K | 0.00% | +13 | New |
| TD Capital Management LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $6.00K | 0.00% | −4−20.0% | Reduced |
| Horizon Bancorp Inc | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 15 | $6.07K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 19 | $7.60K | 0.00% | −11−36.7% | Reduced |
| Bourgeon Capital Management LLC | 19 | $7.71K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 24 | $9.00K | 0.00% | +24 | New |
| Caldwell Sutter Capital, Inc. | 23 | $9.20K | 0.00% | +16+228.6% | Added |
| DecisionPoint Financial, LLC | 23 | $9.20K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 25 | $9.49K | 0.01% | +25 | New |
| Northwest Capital Management Inc | 24 | $9.60K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 26 | $10.4K | 0.01% | +26 | New |
| Transcendent Capital Group LLC | 26 | $10.4K | 0.01% | +26 | New |
| Dunhill Financial, LLC | 26 | $10.4K | 0.01% | +26 | New |
| Clear Point Advisors Inc. | 27 | $10.7K | 0.01% | +27 | New |
| Frank, Rimerman Advisors LLC | 27 | $10.8K | 0.00% | +27 | New |
| Syntax Research, Inc. | 27 | $10.8K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 29 | $11.6K | 0.00% | −18−38.3% | Reduced |
| Archer Investment Corp | 29 | $11.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 30 | $12.1K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 31 | $12.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 31 | $12.4K | 0.01% | +31 | New |
| Activest Wealth Management | 35 | $13.8K | 0.01% | +34+3,400.0% | Added |
| Godsey & Gibb Associates | 35 | $14.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 37 | $14.8K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 37 | $14.8K | 0.00% | +37 | Added |
| Morton Brown Family Wealth, LLC | 37 | $14.8K | 0.01% | +37 | New |
| SJS Investment Consulting Inc. | 37 | $14.8K | 0.00% | −11−22.9% | Reduced |
| Millburn Ridgefield Corp | 38 | $15.2K | 0.00% | +1+2.7% | Added |
| Catalyst Capital Advisors LLC | 38 | $15.2K | 0.00% | +1+2.7% | Added |
| Robbins Farley LLC | 40 | $16.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 40 | $16.0K | 0.00% | +40 | New |
| Creative Capital Management Investments LLC | 45 | $18.0K | 0.01% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 46 | $18.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 45 | $18.4K | 0.01% | −8−15.1% | Reduced |
| Trifecta Capital Advisors, LLC | 48 | $19.1K | 0.01% | −11−18.6% | Reduced |
| Solstein Capital, LLC | 48 | $19.2K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $19.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 50 | $20.0K | 0.01% | −100−66.7% | Reduced |
| Pacific Center for Financial Services | 50 | $20.0K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 51 | $20.4K | 0.02% | +51 | New |
| Caitlin John, LLC | 51 | $20.5K | 0.02% | +51 | New |
| Blue Bell Private Wealth Management, LLC | 53 | $21.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $21.2K | 0.01% | +1+1.9% | Added |
| Operose Advisors LLC | 55 | $22.0K | 0.01% | −189−77.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 55 | $22.0K | 0.02% | +55 | New |
| DiNuzzo Private Wealth, Inc. | 59 | $23.6K | 0.00% | +59 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 60 | $24.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 60 | $24.0K | 0.02% | +60 | New |
| Raleigh Capital Management Inc. | 60 | $24.2K | 0.01% | −45−42.9% | Reduced |
| Cedar Mountain Advisors, LLC | 63 | $25.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 64 | $25.6K | 0.01% | +59+1,180.0% | Added |
| Twin Lakes Capital Management, LLC | 68 | $27.2K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 68 | $27.3K | 0.01% | −358−84.0% | Reduced |
| Kapitalo Investimentos Ltda | 69 | $27.6K | 0.01% | −170−71.1% | Reduced |
| Raffa Wealth Management, LLC | 69 | $27.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 70 | $28.0K | 0.02% | +70 | New |
| Sit Investment Associates Inc | 71 | $28.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 75 | $28.3K | 0.02% | +75 | New |
| Versant Capital Management, Inc | 71 | $28.4K | 0.01% | +6+9.2% | Added |
| McIlrath & Eck, LLC | 73 | $29.2K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 73 | $29.2K | 0.03% | +73 | New |
| Private Wealth Management Group, LLC | 73 | $29.2K | 0.01% | +73 | New |