| Guardian Wealth Management, Inc. | 0 | $18 | 0.00% | −772−100.0% | Reduced |
| Morton Brown Family Wealth, LLC | 2 | $88 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $133 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 5 | $221 | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 5 | $221 | 0.00% | +5 | New |
| Westend Capital Management, LLC | 15 | $663 | 0.00% | +15 | New |
| Quest Partners LLC | 16 | $707 | 0.00% | +16 | New |
| Your Advocates Ltd., LLP | 19 | $839 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 24 | $1.06K | 0.00% | −1−4.0% | Reduced |
| Central Pacific Bank - Trust Division | 25 | $1.11K | 0.00% | +25 | New |
| Delos Wealth Advisors, LLC | 44 | $1.94K | 0.00% | +19+76.0% | Added |
| AM Squared Ltd | 45 | $1.99K | 0.00% | +45 | New |
| Ogorek Anthony Joseph | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 46 | $2.03K | 0.00% | +46 | New |
| Slocum, Gordon & Co LLP | 50 | $2.21K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $2.21K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 50 | $2.21K | 0.00% | −24−32.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 50 | $2.21K | 0.00% | +50 | New |
| Global Assets Advisory, LLC | 100,574 | $2.26K | 0.10% | +100,574 | New |
| Providence Capital Advisors, LLC | 58 | $2.56K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 63 | $2.78K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 67 | $2.96K | 0.00% | +67 | New |
| VitalStone Financial, LLC | 72 | $3.00K | 0.00% | +72 | New |
| Boit C F David | 108 | $3.28K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 75 | $3.31K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 76 | $3.34K | 0.00% | −5−6.2% | Reduced |
| Carolina Wealth Advisors, LLC | 85 | $3.75K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 97 | $4.28K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $4.42K | 0.00% | −750−88.2% | Reduced |
| Lam Group, Inc. | 100 | $4.42K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 107 | $4.73K | 0.00% | +25+30.5% | Added |
| True Wealth Design, LLC | 107 | $4.73K | 0.00% | +44+69.8% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 108 | $4.76K | 0.00% | +108 | New |
| Country Trust Bank | 116 | $5.12K | 0.00% | −21−15.3% | Reduced |
| FSC Wealth Advisors, LLC | 137 | $6.05K | 0.00% | −115−45.6% | Reduced |
| Redmont Wealth Advisors LLC | 148 | $6.54K | 0.01% | +148 | New |
| Semmax Financial Advisors Inc. | 219 | $6.72K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 156 | $7.00K | 0.00% | −1−0.6% | Reduced |
| Trifecta Capital Advisors, LLC | 163 | $7.20K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 171 | $7.56K | 0.00% | +170+17,000.0% | Added |
| Mma Asset Management LLC | 173 | $7.64K | 0.00% | +173 | New |
| Spectrum Wealth Counsel, LLC | 175 | $7.73K | 0.00% | +175 | New |
| Cutler Group LP | 200 | $8.00K | 0.00% | −35,506−99.4% | Reduced |
| Tanaka Capital Management Inc | 180 | $8.00K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 187 | $8.26K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 193 | $8.53K | 0.00% | +193 | New |
| Red Tortoise LLC | 195 | $8.61K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 200 | $8.83K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 204 | $9.01K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 213 | $9.41K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 257 | $11.4K | 0.01% | −38−12.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 270 | $11.9K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 275 | $12.1K | 0.01% | +275 | New |
| Tower View Investment Management & Research LLC | 276 | $12.2K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 281 | $12.4K | 0.01% | 00.0% | Unchanged |
| Wormser Freres Gestion | 275 | $12.4K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 291 | $12.9K | 0.01% | −62−17.6% | Reduced |
| Cornerstone Planning Group LLC | 420 | $13.0K | 0.00% | −13−3.0% | Reduced |
| REAP Financial Group, LLC | 301 | $13.3K | 0.00% | +78+35.0% | Added |
| Northwest Bank & Trust Co | 454 | $13.8K | 0.01% | −2,142−82.5% | Reduced |
| Hoese & Co LLP | 336 | $14.5K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 334 | $14.8K | 0.01% | +168+101.2% | Added |
| Horrell Capital Management, Inc. | 335 | $15.0K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 344 | $15.3K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 360 | $15.9K | 0.02% | −441−55.1% | Reduced |
| DecisionPoint Financial, LLC | 532 | $17.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 375 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 492 | $17.6K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 400 | $17.7K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 400 | $17.7K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 400 | $17.7K | 0.02% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $17.7K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 422 | $18.6K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 430 | $19.0K | 0.02% | −2,600−85.8% | Reduced |
| Dynamic Wealth Strategies, LLC | 420 | $19.0K | 0.02% | 00.0% | Unchanged |
| PayPay Securities Corp | 451 | $19.9K | 0.99% | −249−35.6% | Reduced |
| Atticus Wealth Management, LLC | 457 | $20.2K | 0.01% | +32+7.5% | Added |
| Game Plan Financial Advisors, LLC | 470 | $20.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 484 | $21.4K | 0.00% | −19,000−97.5% | Reduced |
| Horizons Wealth Management | 429 | $21.6K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 488 | $21.6K | 0.00% | −3,412−87.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 500 | $22.1K | 0.01% | −200−28.6% | Reduced |
| Y.D. More Investments Ltd | 500 | $22.1K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 502 | $22.2K | 0.03% | −31−5.8% | Reduced |
| VisionPoint Advisory Group, LLC | 513 | $22.7K | 0.01% | +10+2.0% | Added |
| Bare Financial Services, Inc | 767 | $23.4K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 533 | $23.6K | 0.01% | +1+0.2% | Added |
| Frazier Financial Advisors, LLC | 541 | $23.9K | 0.02% | +1+0.2% | Added |
| Tributary Capital Management, LLC | 600 | $26.5K | 0.00% | +600 | New |
| Annapolis Financial Services, LLC | 602 | $26.6K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 612 | $27.0K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 635 | $28.3K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 652 | $28.8K | 0.01% | −337−34.1% | Reduced |
| Raffa Wealth Management, LLC | 665 | $29.4K | 0.01% | −46−6.5% | Reduced |
| Activest Wealth Management | 676 | $29.9K | 0.01% | +1+0.1% | Added |
| Standard Family Office LLC | 693 | $30.6K | 0.04% | +693 | New |
| Kozak & Associates, Inc. | 1,012 | $32.4K | 0.01% | +3+0.3% | Added |
| Grayhawk Investment Strategies Inc. | 755 | $33.3K | 0.03% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 758 | $33.5K | 0.01% | −508−40.1% | Reduced |
| Tucker Asset Management LLC | 778 | $34.4K | 0.01% | +61+8.5% | Added |
