| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1 | $231 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $231 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 3 | $635 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $693 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $926 | 0.00% | +4 | New |
| Caldwell Sutter Capital, Inc. | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.16K | 0.00% | +2+66.7% | Added |
| Cherry Tree Wealth Management, LLC | 6 | $1.39K | 0.00% | −71−92.2% | Reduced |
| Signature Resources Capital Management, LLC | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 9 | $2.08K | 0.00% | −318−97.2% | Reduced |
| Longfellow Investment Management Co LLC | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $2.31K | 0.00% | −2−16.7% | Reduced |
| Archer Investment Corp | 10 | $2.31K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $2.31K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $2.31K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $2.31K | 0.00% | +10 | New |
| Register Financial Advisors LLC | 10 | $2.41K | 0.00% | +10 | New |
| Atlantic Trust, LLC | 11 | $2.54K | 0.00% | −179−94.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $2.54K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 12 | $2.77K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 12 | $3.00K | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 14 | $3.30K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 15 | $3.39K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 15 | $3.46K | 0.00% | +15 | New |
| Winch Advisory Services, LLC | 15 | $3.54K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 16 | $3.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $3.69K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 17 | $3.94K | 0.01% | +1+6.3% | Added |
| Dunhill Financial, LLC | 19 | $4.38K | 0.00% | +3+18.8% | Added |
| Beacon Capital Management, LLC | 19 | $4.39K | 0.00% | −129−87.2% | Reduced |
| Credential Qtrade Securities Inc. | 23 | $5.31K | 0.00% | −20,500−99.9% | Reduced |
| Aspect Partners, LLC | 23 | $5.31K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 25 | $5.48K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 24 | $5.54K | 0.00% | +24 | New |
| Vermillion & White Wealth Management Group, LLC | 25 | $5.77K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 27 | $6.23K | 0.00% | −127−82.5% | Reduced |
| Missouri Trust & Investment Co | 28 | $6.46K | 0.00% | −8−22.2% | Reduced |
| Stephens Consulting, LLC | 30 | $6.93K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 30 | $6.93K | 0.00% | +30 | New |
| Core Alternative Capital | 36 | $8.31K | 0.00% | −102−73.9% | Reduced |
| Tributary Capital Management, LLC | 39 | $9.01K | 0.00% | +39 | New |
| Provenance Wealth Advisors, LLC | 40 | $9.24K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 42 | $9.70K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 41 | $10.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 45 | $10.4K | 0.00% | +1+2.3% | Added |
| Godsey & Gibb Associates | 45 | $10.4K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 46 | $10.5K | 0.00% | −30−39.5% | Reduced |
| Creative Financial Designs Inc | 46 | $10.6K | 0.00% | −100−68.5% | Reduced |
| Operose Advisors LLC | 46 | $10.6K | 0.00% | +1+2.2% | Added |
| Grove Bank & Trust | 47 | $10.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 51 | $11.7K | 0.01% | +1+2.0% | Added |
| Wolff Wiese Magana LLC | 52 | $12.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 60 | $13.9K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 61 | $14.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 61 | $14.1K | 0.00% | −104−63.0% | Reduced |
| Dogwood Wealth Management LLC | 64 | $14.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $14.9K | 0.01% | +3+4.8% | Added |
| First Personal Financial Services | 67 | $15.5K | 0.00% | −65−49.2% | Reduced |
| Bell Investment Advisors, Inc | 68 | $15.7K | 0.00% | +2+3.0% | Added |
| Transamerica Financial Advisors, Inc. | 65 | $16.0K | 0.00% | −9−12.2% | Reduced |
| Global Trust Asset Management, LLC | 73 | $16.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 74 | $17.0K | 0.00% | +3+4.2% | Added |
| Stephenson National Bank & Trust | 74 | $17.1K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $17.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 75 | $17.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 76 | $17.5K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 79 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 78 | $18.0K | 0.01% | +34+77.3% | Added |
| GPS Wealth Strategies Group, LLC | 78 | $18.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 79 | $18.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 80 | $18.5K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 83 | $19.2K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 83 | $19.2K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 87 | $20.1K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 87 | $20.1K | 0.01% | +87 | New |
| Foster Dykema Cabot & Partners, LLC | 89 | $20.6K | 0.00% | +85+2,125.0% | Added |
| Gables Capital Management Inc. | 90 | $20.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 90 | $21.0K | 0.00% | −3−3.2% | Reduced |
| Tucker Asset Management LLC | 91 | $21.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 92 | $21.2K | 0.01% | −220−70.5% | Reduced |
| Eagle Bay Advisors LLC | 97 | $22.5K | 0.01% | +22+29.3% | Added |
| Capital Analysts, LLC | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $23.1K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 100 | $23.2K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 108 | $24.9K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 107 | $25.0K | 0.00% | +5+4.9% | Added |
| WR Wealth Planners, LLC | 110 | $25.4K | 0.01% | +110 | New |
| Asset Dedication, LLC | 113 | $26.0K | 0.00% | −5−4.2% | Reduced |
| Caitlin John, LLC | 113 | $26.1K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 119 | $27.0K | 0.01% | 00.0% | Unchanged |