| VitalStone Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 25,576 | $439 | 0.02% | +25,576 | New |
| Highline Wealth Partners LLC | 8 | $463 | 0.00% | −3−27.3% | Reduced |
| Tfo-TDC, LLC | 8 | $463 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $753 | 0.00% | +13 | New |
| Lowe Wealth Advisors, LLC | 14 | $811 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $811 | 0.00% | +14 | New |
| ClariVest Asset Management LLC | 15 | $872 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 17 | $985 | 0.00% | −225−93.0% | Reduced |
| TruNorth Capital Management, LLC | 21 | $1.22K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $1.39K | 0.00% | +3+14.3% | Added |
| Westend Capital Management, LLC | 27 | $1.56K | 0.00% | +27 | New |
| True Wealth Design, LLC | 27 | $1.56K | 0.00% | −24−47.1% | Reduced |
| Red Tortoise LLC | 29 | $1.68K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 31 | $1.80K | 0.00% | +4+14.8% | Added |
| Richard W. Paul & Associates, LLC | 32 | $1.85K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.92K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 42 | $2.00K | 0.00% | +1+2.4% | Added |
| Delos Wealth Advisors, LLC | 35 | $2.03K | 0.00% | +35 | New |
| Guardian Wealth Management, Inc. | 37 | $2.12K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 37 | $2.14K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 38 | $2.21K | 0.00% | +38 | Added |
| Stone House Investment Management, LLC | 39 | $2.26K | 0.00% | +39 | New |
| Rocky Mountain Advisers, LLC | 42 | $2.43K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 42 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 42 | $2.43K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 42 | $2.43K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 43 | $2.49K | 0.00% | −312−87.9% | Reduced |
| Hallmark Capital Management Inc | 43 | $2.49K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 44 | $2.53K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 44 | $2.55K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 45 | $2.61K | 0.00% | +45 | New |
| HighMark Wealth Management LLC | 46 | $2.65K | 0.00% | +1+2.2% | Added |
| Pineridge Advisors LLC | 51 | $2.95K | 0.00% | −149−74.5% | Reduced |
| Penserra Capital Management LLC | 57 | $3.00K | 0.00% | −3,188−98.2% | Reduced |
| PrairieView Partners, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 53 | $3.07K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 53 | $3.07K | 0.00% | +1+1.9% | Added |
| Eukles Asset Management | 55 | $3.19K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 66 | $3.82K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 66 | $3.82K | 0.00% | −47−41.6% | Reduced |
| PayPay Securities Corp | 67 | $3.88K | 0.19% | −9−11.8% | Reduced |
| Pacific Center for Financial Services | 68 | $3.94K | 0.00% | −3,497−98.1% | Reduced |
| Centerpoint Advisors, LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 71 | $4.11K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 82 | $4.73K | 0.00% | +1+1.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 82 | $4.75K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 83 | $4.93K | 0.00% | +1+1.2% | Added |
| Financial Management Professionals, Inc. | 85 | $5.00K | 0.00% | −44−34.1% | Reduced |
| NewSquare Capital LLC | 95 | $5.50K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 97 | $5.62K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 100 | $5.79K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 99 | $6.00K | 0.00% | +2+2.1% | Added |
| West Branch Capital LLC | 106 | $6.14K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 107 | $6.19K | 0.00% | +10+10.3% | Added |
| Aspect Partners, LLC | 112 | $6.49K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 116 | $6.72K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 122 | $7.07K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 122 | $7.07K | 0.00% | +7+6.1% | Added |
| Spectrum Wealth Counsel, LLC | 128 | $7.42K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 130 | $7.53K | 0.01% | −295−69.4% | Reduced |
| Ruedi Wealth Management, Inc. | 133 | $7.71K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 136 | $7.87K | 0.00% | −308−69.4% | Reduced |
| Mma Asset Management LLC | 136 | $7.88K | 0.00% | +136 | New |
| Dynamic Wealth Strategies, LLC | 142 | $8.00K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 132 | $8.00K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 139 | $8.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 141 | $8.17K | 0.00% | +59+72.0% | Added |
| Cedar Wealth Management, LLC | 142 | $8.23K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 144 | $8.34K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 156 | $9.04K | 0.01% | +59+60.8% | Added |
| General Partner, Inc. | 159 | $9.21K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 164 | $9.50K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 180 | $10.4K | 0.00% | +2+1.1% | Added |
| Versant Capital Management, Inc | 184 | $10.7K | 0.00% | +144+360.0% | Added |
| Grove Bank & Trust | 186 | $10.8K | 0.00% | −33−15.1% | Reduced |
| Tradewinds Capital Management, LLC | 192 | $11.1K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 192 | $11.1K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 200 | $11.4K | 0.01% | −190−48.7% | Reduced |
| Criterion Capital Advisors, LLC | 200 | $11.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $11.6K | 0.01% | +200 | New |
| Financial Freedom, LLC | 209 | $12.1K | 0.01% | +2+1.0% | Added |
| Bare Financial Services, Inc | 213 | $12.1K | 0.01% | +213 | New |
| Fairman Group, LLC | 213 | $12.3K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 220 | $12.7K | 0.00% | +220 | New |
| Bell Investment Advisors, Inc | 222 | $12.9K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 223 | $12.9K | 0.00% | −223−50.0% | Reduced |
| Boyd Watterson Asset Management LLC | 223 | $12.9K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 224 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 227 | $13.0K | 0.00% | +5+2.3% | Added |
| Ulland Investment Advisors, LLC | 225 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 227 | $13.1K | 0.01% | +1+0.4% | Added |
| Toth Financial Advisory Corp | 230 | $13.3K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 232 | $13.4K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 233 | $13.5K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 235 | $13.6K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 238 | $13.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 242 | $14.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 248 | $14.4K | 0.01% | 00.0% | Unchanged |