| Bridge Generations Wealth Management LLC | 1 | $190 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $224 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 5 | $990 | 0.00% | +5 | New |
| Holos Integrated Wealth LLC | 8 | $1.51K | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 533,826 | $2.82K | 0.09% | +531,006+18,830.0% | Added |
| Van Den Berg Management I, Inc | 20 | $3.79K | 0.00% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 20 | $3.79K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 20 | $3.80K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 26 | $4.00K | 0.00% | +26 | New |
| Family CFO Inc | 22 | $4.17K | 0.00% | +22 | New |
| Lowe Wealth Advisors, LLC | 25 | $4.73K | 0.00% | +25 | New |
| SWAN Capital LLC | 25 | $4.75K | 0.00% | +19+316.7% | Added |
| Kentucky Trust Co | 28 | $5.30K | 0.00% | +28 | New |
| Compass Financial Services Inc | 30 | $5.70K | 0.00% | +30 | New |
| Nordwand Advisors, LLC | 41 | $7.76K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 43 | $8.18K | 0.75% | −43,243−99.9% | Reduced |
| Guardian Wealth Management, Inc. | 49 | $9.31K | 0.01% | −3−5.8% | Reduced |
| Mattson Financial Services, LLC | 60 | $9.95K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 62 | $11.7K | 0.00% | +62 | New |
| Maryland Capital Advisors Inc. | 66 | $12.5K | 0.01% | +66 | New |
| Keystone Financial Group, Inc. | 79 | $15.0K | 0.01% | +79 | New |
| Wallace Hart LLC | 80 | $15.1K | 0.01% | +80 | New |
| Contravisory Investment Management, Inc. | 85 | $16.1K | 0.00% | +67+372.2% | Added |
| Westend Capital Management, LLC | 92 | $17.4K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 100 | $18.9K | 0.01% | +100 | New |
| Sugar Maple Asset Management, LLC | 103 | $19.5K | 0.01% | +103 | New |
| NBZ Investment Advisors LLC | 105 | $19.9K | 0.01% | +105 | New |
| Horrell Capital Management, Inc. | 107 | $20.0K | 0.01% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 161 | $30.4K | 0.03% | +161 | New |
| LSV Asset Management | 162 | $31.0K | 0.00% | −1,238−88.4% | Reduced |
| Lipe & Dalton | 178 | $34.0K | 0.02% | −800−81.8% | Reduced |
| Carolina Wealth Advisors, LLC | 180 | $34.1K | 0.02% | −359−66.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 184 | $35.0K | 0.02% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 220 | $36.5K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 198 | $37.0K | 0.03% | +166+518.8% | Added |
| Christopher J. Hasenberg, Inc | 196 | $37.1K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 198 | $37.5K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 198 | $37.5K | 0.03% | +28+16.5% | Added |
| Tributary Capital Management, LLC | 200 | $37.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 200 | $37.9K | 0.03% | 00.0% | Unchanged |
| Eukles Asset Management | 205 | $38.8K | 0.02% | +25+13.9% | Added |
| Fiduciary Advisors, Inc. | 206 | $39.1K | 0.04% | +206 | New |
| Innovative Advisory Group, LLC | 213 | $40.3K | 0.04% | +213 | New |
| Vermillion & White Wealth Management Group, LLC | 218 | $41.3K | 0.03% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 220 | $41.6K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 226 | $42.8K | 0.01% | −111−32.9% | Reduced |
| Financial Gravity Companies, Inc. | 236 | $44.7K | 0.01% | +92+63.9% | Added |
| PayPay Securities Corp | 245 | $46.4K | 2.01% | +65+36.1% | Added |
| Anderson Financial Strategies, LLC | 261 | $49.4K | 0.03% | +261 | New |
| Navigoe, LLC | 274 | $51.0K | 0.05% | +274 | New |
| Marshall Investment Management, LLC | 310 | $51.4K | 0.03% | +310 | New |
| Cornerstone National Bank & Trust Co | 280 | $53.0K | 0.02% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 280 | $53.0K | 0.03% | +280 | New |
| Vista Private Wealth Partners. LLC | 282 | $53.3K | 0.02% | +1+0.4% | Added |
| Campbell Capital Management Inc | 300 | $56.8K | 0.02% | +300 | New |
| Knott David M Jr | 300 | $56.8K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 320 | $60.6K | 0.03% | 00.0% | Unchanged |
| Greenline Partners, LLC | 320 | $60.6K | 0.01% | +320 | New |
| Live Oak Investment Partners | – | $61.7K | 0.05% | – | – |
| Financially Speaking Inc | 328 | $62.1K | 0.04% | +328 | New |
| IMG Wealth Management, Inc. | 335 | $63.4K | 0.06% | +335 | New |
| Midwest Capital Advisors, LLC | 340 | $64.4K | 0.05% | +340 | New |
| IAG Wealth Partners, LLC | 340 | $64.4K | 0.01% | +30+9.7% | Added |
| Clarity Asset Management, Inc. | 341 | $64.5K | 0.04% | +1+0.3% | Added |
| Cedar Mountain Advisors, LLC | 353 | $66.8K | 0.01% | −33−8.5% | Reduced |
| Catherine Avery Investment Management LLC | 371 | $70.2K | 0.06% | +371 | New |
| Mendota Financial Group, LLC | 373 | $70.6K | 0.05% | −28−7.0% | Reduced |
| Legend Financial Advisors, Inc. | 380 | $71.9K | 0.05% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 381 | $72.1K | 0.03% | +101+36.1% | Added |
| Parkworth Wealth Management, Inc. | 388 | $73.5K | 0.06% | +388 | New |
| Rise Advisors, LLC | 392 | $74.3K | 0.04% | −20−4.9% | Reduced |
| VSM Wealth Advisory, LLC | 395 | $74.8K | 0.03% | +395 | New |
| Teachers Insurance & Annuity Association of America | 400 | $75.7K | 0.10% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 400 | $75.7K | 0.08% | +400 | New |
| Newton One Investments LLC | 401 | $75.9K | 0.03% | +401 | New |
| Modus Advisors, LLC | 409 | $77.4K | 0.02% | +409 | New |
| Tacita Capital Inc | 416 | $78.7K | 0.06% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 419 | $79.4K | 0.20% | +419 | New |
| Coston, McIsaac & Partners | 433 | $81.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 438 | $82.9K | 0.07% | −50−10.2% | Reduced |
| Wells Financial Advisors INC | 440 | $83.3K | 0.11% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 460 | $87.1K | 0.09% | +460 | New |
| Stephenson National Bank & Trust | 473 | $89.5K | 0.03% | −86−15.4% | Reduced |
| American Capital Advisory, LLC | 487 | $92.3K | 0.05% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 500 | $94.7K | 0.25% | +500 | New |
| Robinswood Financial LLC | 522 | $98.9K | 0.04% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 362 | $99.2K | 0.07% | −103−22.2% | Reduced |
| Clark Wealth Partners | 538 | $101.8K | 0.08% | +538 | New |
| Centennial Bank | 552 | $104.5K | 0.05% | −50−8.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 558 | $105.6K | 0.05% | −320−36.4% | Reduced |
| Grayhawk Investment Strategies Inc. | 560 | $106.0K | 0.20% | 00.0% | Unchanged |
| Luminist Capital LLC | 560 | $106.0K | 0.18% | +560 | New |
| WealthTrak Capital Management LLC | 583 | $110.4K | 0.09% | +583 | New |
| Slocum, Gordon & Co LLP | 600 | $113.6K | 0.09% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 618 | $117.1K | 0.06% | +58+10.4% | Added |
| CGC Financial Services, LLC | 623 | $117.9K | 0.05% | −10−1.6% | Reduced |
| Conquis Financial LLC | 636 | $120.4K | 0.12% | +636 | New |
| Copia Wealth Management | 645 | $122.1K | 0.12% | +645 | New |
| Cutler Capital Management, LLC | 654 | $123.8K | 0.04% | 00.0% | Unchanged |
