| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| American National Bank | 3 | $508 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $508 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3 | $508 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $509 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $560 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 5 | $847 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 6 | $1.02K | 0.00% | +6 | New |
| Nemes Rush Group LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8 | $1.35K | 0.00% | +3+60.0% | Added |
| Trifecta Capital Advisors, LLC | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 9 | $1.52K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $1.69K | 0.00% | +10 | New |
| Orion Capital Management LLC | 10 | $1.69K | 0.00% | +10 | New |
| Register Financial Advisors LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.86K | 0.00% | +1+10.0% | Added |
| Hibernia Wealth Partners, LLC | 12 | $2.03K | 0.00% | +12 | New |
| Authentikos Wealth Advisory, LLC | 14 | $2.37K | 0.00% | +14 | New |
| Rogco, LP | 14 | $2.37K | 0.00% | +14 | New |
| RFP Financial Group LLC | 15 | $2.49K | 0.00% | +1+7.1% | Added |
| Investors Research Corp | 15 | $2.54K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 22 | $3.73K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 24 | $4.04K | 0.00% | −54−69.2% | Reduced |
| GHP Investment Advisors, Inc. | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 27 | $4.57K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 28 | $4.74K | 0.00% | +28 | New |
| Stephens Consulting, LLC | 30 | $5.08K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 36 | $6.10K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 37 | $6.27K | 0.00% | +37 | New |
| Provenance Wealth Advisors, LLC | 40 | $6.78K | 0.00% | +40 | New |
| Hazlett, Burt & Watson, Inc. | 41 | $7.00K | 0.01% | +11+36.7% | Added |
| Avion Wealth | 49 | $7.00K | 0.00% | +20+69.0% | Added |
| Annapolis Financial Services, LLC | 48 | $8.13K | 0.00% | −152−76.0% | Reduced |
| Raffa Wealth Management, LLC | 50 | $8.47K | 0.00% | +46+1,150.0% | Added |
| WR Wealth Planners, LLC | 50 | $8.47K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 50 | $8.50K | 0.00% | −3,159−98.4% | Reduced |
| Newton One Investments LLC | 50 | $8.52K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 52 | $8.81K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 52 | $8.81K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $8.81K | 0.00% | +4+8.3% | Added |
| Hexagon Capital Partners LLC | 54 | $9.15K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 55 | $9.32K | 0.00% | +8+17.0% | Added |
| Steward Financial Group LLC | 61 | $10.0K | 0.00% | −270−81.6% | Reduced |
| Ashburton (Jersey) Ltd | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 60 | $10.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 63 | $10.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 67 | $11.0K | 0.00% | +38+131.0% | Added |
| Bell Investment Advisors, Inc | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 68 | $11.5K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 73 | $12.4K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 74 | $12.5K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 74 | $12.5K | 0.01% | +63+572.7% | Added |
| ZRC Wealth Management, LLC | 75 | $12.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $12.7K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $12.9K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 79 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 74 | $13.0K | 0.00% | +2+2.8% | Added |
| Cherry Tree Wealth Management, LLC | 77 | $13.0K | 0.00% | −1−1.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 78 | $13.2K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 80 | $13.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 80 | $13.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 94 | $13.7K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 83 | $14.1K | 0.00% | −6,215−98.7% | Reduced |
| Cornerstone Planning Group LLC | 84 | $14.2K | 0.01% | −51−37.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 87 | $14.7K | 0.01% | +87 | New |
| Gables Capital Management Inc. | 90 | $15.2K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 93 | $15.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 94 | $15.9K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 96 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $16.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 102 | $17.0K | 0.00% | −1−1.0% | Reduced |
| Capital Analysts, LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 106 | $18.0K | 0.00% | −3−2.8% | Reduced |
| IMA Wealth, Inc. | 109 | $18.5K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 115 | $19.5K | 0.00% | +115 | Added |
| Baystate Wealth Management LLC | 116 | $19.7K | 0.00% | −42−26.6% | Reduced |
| Harvest Fund Management Co., Ltd | 119 | $20.0K | 0.00% | −415−77.7% | Reduced |
| Pin Oak Investment Advisors Inc | 116 | $20.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 119 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 122 | $20.7K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 124 | $20.7K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 124 | $21.0K | 0.00% | −374−75.1% | Reduced |
| Baker Avenue Asset Management, LP | 124 | $21.0K | 0.00% | +13+11.7% | Added |
| Tortoise Investment Management, LLC | 126 | $21.3K | 0.00% | +7+5.9% | Added |
| Earnest Partners LLC | 140 | $23.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 145 | $24.6K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 154 | $24.6K | 0.00% | +154 | New |
| Creative Financial Designs Inc | 146 | $24.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 146 | $24.9K | 0.00% | −142−49.3% | Reduced |
| Thompson Investment Management, Inc. | 147 | $25.0K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 150 | $25.4K | 0.02% | 00.0% | Unchanged |