| Evolution Advisers, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 0 | $8 | 0.00% | 0 | New |
| Carolina Wealth Advisors, LLC | 5 | $100 | 0.00% | −400−98.8% | Reduced |
| Contravisory Investment Management, Inc. | 5 | $100 | 0.00% | +5 | New |
| Gold Investment Management Ltd. | 8 | $160 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 10 | $199 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11 | $235 | 0.02% | −14,047−99.9% | Reduced |
| Legacy Investment Solutions, LLC | 13 | $249 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 13 | $249 | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 18 | $361 | 0.00% | +18 | New |
| Your Advocates Ltd., LLP | 19 | $381 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 20 | $401 | 0.00% | −1−4.8% | Reduced |
| Central Pacific Bank - Trust Division | 25 | $501 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 34 | $682 | 0.00% | −454−93.0% | Reduced |
| Valued Wealth Advisors LLC | 46 | $923 | 0.00% | +36+360.0% | Added |
| Slocum, Gordon & Co LLP | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 53 | $1.06K | 0.00% | −4−7.0% | Reduced |
| Compass Wealth Management LLC | 57 | $1.14K | 0.00% | −805−93.4% | Reduced |
| JDM Financial Group LLC | 60 | $1.20K | 0.00% | −150−71.4% | Reduced |
| Louisbourg Investments Inc. | 60 | $1.20K | 0.00% | −15−20.0% | Reduced |
| Parkworth Wealth Management, Inc. | 61 | $1.23K | 0.00% | +61 | New |
| Sanctuary Wealth Management, L.L.C. | 63 | $1.26K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 70 | $1.40K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 4,676 | $1.50K | 0.00% | +4,676 | New |
| Moisand Fitzgerald Tamayo, LLC | 75 | $1.51K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.54K | 0.00% | – | New |
| Morse Asset Management, Inc | 79 | $1.59K | 0.00% | −15,003−99.5% | Reduced |
| Winnow Wealth LLC | 83 | $1.66K | 0.00% | +83 | New |
| Wingate Wealth Advisors, Inc. | 83 | $1.66K | 0.00% | +83 | New |
| Strengthening Families & Communities, LLC | 100 | $2.00K | 0.00% | −1,033−91.2% | Reduced |
| Ogorek Anthony Joseph | 140 | $2.00K | 0.00% | +90+180.0% | Added |
| Operose Advisors LLC | 100 | $2.00K | 0.00% | −1,565−94.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Costello Asset Management, INC | 101 | $2.02K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 101 | $2.02K | 0.00% | +101 | New |
| Boit C F David | 108 | $2.17K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 113 | $2.27K | 0.00% | +113 | New |
| WealthTrak Capital Management LLC | 115 | $2.31K | 0.00% | +115 | New |
| Marshall & Sterling Wealth Advisors Inc. | 115 | $2.31K | 0.00% | +115 | New |
| Davis Capital Management | 117 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 121 | $2.44K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 122 | $2.45K | 0.00% | +107+713.3% | Added |
| Lam Group, Inc. | 125 | $2.51K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 126 | $2.53K | 0.00% | +126 | New |
| Retirement Wealth Solutions LLC | 136 | $2.61K | 0.00% | +136 | New |
| Union Savings Bank | 139 | $2.79K | 0.00% | −990−87.7% | Reduced |
| Atticus Wealth Management, LLC | 140 | $2.81K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 147 | $2.95K | 0.00% | +3+2.1% | Added |
| Trifecta Capital Advisors, LLC | 150 | $3.01K | 0.00% | −13−8.0% | Reduced |
| Eagle Bay Advisors LLC | 151 | $3.03K | 0.00% | −3,497−95.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 155 | $3.11K | 0.01% | −600−79.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 165 | $3.31K | 0.00% | +165 | New |
| Wormser Freres Gestion | 175 | $3.50K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 180 | $3.61K | 0.00% | +180 | New |
| Luken Investment Analytics, LLC | 187 | $3.75K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 187 | $3.75K | 0.00% | +187 | New |
| Tanaka Capital Management Inc | 180 | $4.00K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 152 | $4.00K | 0.00% | −5−3.2% | Reduced |
| Navigoe, LLC | 200 | $4.00K | 0.00% | +200 | New |
| Bray Capital Advisors | 200 | $4.01K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $4.01K | 0.00% | +200 | New |
| DHJJ Financial Advisors, Ltd. | 205 | $4.11K | 0.00% | −407−66.5% | Reduced |
| Painted Porch Advisors LLC | 209 | $4.19K | 0.00% | +209 | New |
| South Plains Financial, Inc. | 212 | $4.25K | 0.00% | +212 | New |
| PayPay Securities Corp | 225 | $4.51K | 0.20% | +137+155.7% | Added |
| Insight Financial Services | 235 | $4.71K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 235 | $4.71K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 239 | $4.79K | 0.00% | −300−55.7% | Reduced |
| Clark Wealth Partners | 243 | $4.88K | 0.00% | +243 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 255 | $5.00K | 0.00% | −840−76.7% | Reduced |
| Performa Ltd (US), LLC | 250 | $5.01K | 0.00% | −173−40.9% | Reduced |
| Coastline Trust Co | 255 | $5.11K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 271 | $5.43K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 289 | $5.79K | 0.00% | −23−7.4% | Reduced |
| Standard Family Office LLC | 297 | $5.96K | 0.01% | −396−57.1% | Reduced |
| REAP Financial Group, LLC | 309 | $6.19K | 0.00% | +98+46.4% | Added |
| Fedenia Advisers LLC | 318 | $6.38K | 0.00% | +318 | New |
| Centricity Wealth Management, LLC | 330 | $6.62K | 0.01% | +330 | New |
| Tidemark, LLC | 335 | $6.72K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 336 | $6.73K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 336 | $6.74K | 0.00% | −780−69.9% | Reduced |
| Decker Retirement Planning Inc. | 341 | $6.84K | 0.00% | +341 | New |
| Iron Horse Wealth Management, LLC | 343 | $6.88K | 0.00% | −23−6.3% | Reduced |
| Robinswood Financial LLC | 344 | $6.90K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 335 | $7.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 347 | $7.00K | 0.01% | +283+442.2% | Added |
| Comprehensive Financial Planning, Inc. | 369 | $7.39K | 0.01% | +369 | New |
| Arlington Trust Co LLC | 375 | $7.52K | 0.00% | +325+650.0% | Added |
| New Wave Wealth Advisors LLC | 375 | $7.52K | 0.00% | +375 | New |
| Cornerstone Planning Group LLC | 374 | $7.59K | 0.00% | −172−31.5% | Reduced |
| FPC Investment Advisory, Inc. | 395 | $7.67K | 0.01% | +395 | New |
| Catherine Avery Investment Management LLC | 385 | $7.72K | 0.01% | +385 | New |
| Harel Insurance Investments & Financial Services Ltd. | 405 | $8.00K | 0.00% | −4,860−92.3% | Reduced |
| Richardson Financial Services Inc. | 400 | $8.02K | 0.01% | −400−50.0% | Reduced |
| Measured Risk Portfolios, Inc. | 400 | $8.02K | 0.01% | +400 | New |
| Financially Speaking Inc | 403 | $8.08K | 0.01% | +403 | New |
| Financial Management Professionals, Inc. | 409 | $8.21K | 0.00% | +4+1.0% | Added |
| Chelsea Counsel Co | 410 | $8.22K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 410 | $8.22K | 0.00% | +410 | New |
