| American Capital Advisory, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $66 | 0.00% | −1−50.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $66 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $66 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $109 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $132 | 0.00% | −24−92.3% | Reduced |
| Activest Wealth Management | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $132 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 3 | $198 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $198 | 0.00% | +3 | New |
| Bernard Wealth Management Corp. | 3 | $198 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 4 | $264 | 0.00% | +2+100.0% | Added |
| WPG Advisers, LLC | 5 | $330 | 0.00% | −16−76.2% | Reduced |
| NVWM, LLC | 5 | $330 | 0.00% | −12−70.6% | Reduced |
| Key Financial Inc | 5 | $330 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $330 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $330 | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 5 | $330 | 0.00% | +5 | New |
| Core Alternative Capital | 6 | $396 | 0.00% | −9−60.0% | Reduced |
| Nemes Rush Group LLC | 6 | $396 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 8 | $467 | 0.00% | +3+60.0% | Added |
| Transce3nd, LLC | 9 | $585 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 9 | $594 | 0.00% | −3,684−99.8% | Reduced |
| WestEnd Advisors, LLC | 9 | $594 | 0.00% | +6+200.0% | Added |
| POM Investment Strategies, LLC | 10 | $660 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $660 | 0.00% | +5+100.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11 | $726 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 11 | $746 | 0.00% | −189−94.5% | Reduced |
| Semmax Financial Advisors Inc. | 12 | $762 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $786 | 0.00% | +5+55.6% | Added |
| SWAN Capital LLC | 12 | $796 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $924 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 15 | $990 | 0.00% | −15−50.0% | Reduced |
| Financial Management Professionals, Inc. | 15 | $990 | 0.00% | −5−25.0% | Reduced |
| WealthTrak Capital Management LLC | 15 | $990 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 15 | $995 | 0.00% | +15 | New |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | −600−96.6% | Reduced |
| Horizon Bancorp Inc | 13 | $1.00K | 0.00% | −52−80.0% | Reduced |
| Pin Oak Investment Advisors Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Hollencrest Capital Management | 16 | $1.06K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $1.25K | 0.00% | +1+5.6% | Added |
| Pacific Center for Financial Services | 20 | $1.32K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $1.32K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $1.32K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 20 | $1.32K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 20 | $1.34K | 0.08% | +11+122.2% | Added |
| Caldwell Sutter Capital, Inc. | 21 | $1.39K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $1.40K | 0.00% | +7+50.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $1.45K | 0.00% | +22 | New |
| Armstrong Advisory Group, Inc | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $1.58K | 0.00% | −38−61.3% | Reduced |
| Financial Perspectives, Inc | 24 | $1.61K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 25 | $1.65K | 0.00% | +25 | New |
| Whipplewood Advisors, LLC | 144 | $1.72K | 0.00% | +116+414.3% | Added |
| Millstone Evans Group, LLC | 27 | $1.78K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 29 | $1.91K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 30 | $1.98K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 34 | $2.24K | 0.00% | −14−29.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 34 | $2.24K | 0.00% | +7+25.9% | Added |
| Beacon Capital Management, LLC | 34 | $2.27K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 37 | $2.44K | 0.00% | −69−65.1% | Reduced |
| CNB Bank | 38 | $2.51K | 0.00% | −120−75.9% | Reduced |
| Harbor Investment Advisory, LLC | 39 | $2.57K | 0.00% | +39 | New |
| Hughes Financial Services, LLC | 38 | $2.58K | 0.00% | +38 | New |
| Abound Wealth Management | 41 | $2.71K | 0.00% | +1+2.5% | Added |
| Raffa Wealth Management, LLC | 43 | $2.84K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 47 | $3.08K | 0.00% | +1+2.2% | Added |
| Bell Investment Advisors, Inc | 48 | $3.17K | 0.00% | +20+71.4% | Added |
| Cornerstone Planning Group LLC | 56 | $3.21K | 0.00% | +26+86.7% | Added |
| Crews Bank & Trust | 50 | $3.30K | 0.00% | −47−48.5% | Reduced |
| Medallion Wealth Advisors, LLC | 50 | $3.30K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 56 | $3.70K | 0.00% | −47−45.6% | Reduced |
| Sunbelt Securities, Inc. | 58 | $3.81K | 0.00% | +1+1.8% | Added |
| First Pacific Financial | 58 | $3.85K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 61 | $4.00K | 0.00% | +61 | New |
| Colonial Trust Co | 62 | $4.07K | 0.00% | −77−55.4% | Reduced |
| Tortoise Investment Management, LLC | 62 | $4.09K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 63 | $4.13K | 0.00% | +1+1.6% | Added |
| Frazier Financial Advisors, LLC | 65 | $4.29K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 69 | $4.55K | 0.00% | +13+23.2% | Added |
| ZRC Wealth Management, LLC | 72 | $4.73K | 0.00% | +1+1.4% | Added |
| Bogart Wealth, LLC | 73 | $4.82K | 0.00% | −8−9.9% | Reduced |
| LRI Investments, LLC | 4,881 | $4.88K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 74 | $4.88K | 0.00% | −19−20.4% | Reduced |
| Accredited Wealth Management, LLC | 75 | $4.95K | 0.00% | +25+50.0% | Added |
| Orion Capital Management LLC | 75 | $4.98K | 0.00% | +75 | New |
| Anchor Investment Management, LLC | 78 | $5.15K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 78 | $5.15K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $5.21K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 80 | $5.28K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 88 | $5.81K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 90 | $5.94K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 90 | $5.94K | 0.00% | +90 | New |
| Hantz Financial Services, Inc. | 90 | $6.00K | 0.00% | −5−5.3% | Reduced |
| Saudi Central Bank | 92 | $6.07K | 0.03% | +92 | New |
| NewSquare Capital LLC | 96 | $6.34K | 0.00% | +93+3,100.0% | Added |