| Koesten, Hirschmann & Crabtree, INC. | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $135 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $203 | 0.00% | −34−91.9% | Reduced |
| Nova Wealth Management, Inc. | 3 | $203 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 3 | $203 | 0.00% | +3 | New |
| FSC Wealth Advisors, LLC | 100 | $254 | 0.00% | +100 | New |
| Bank of Jackson Hole Trust | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $338 | 0.00% | −5−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 5 | $365 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 6 | $406 | 0.00% | +6 | New |
| Frazier Financial Advisors, LLC | 6 | $407 | 0.00% | −14−70.0% | Reduced |
| American National Bank | 8 | $542 | 0.00% | +3+60.0% | Added |
| Brown, Lisle/Cummings, Inc. | 10 | $677 | 0.00% | +10 | New |
| Osterweis Capital Management Inc | 10 | $677 | 0.00% | +10 | New |
| Pandora Wealth, Inc. | 10 | $677 | 0.00% | +10 | New |
| ROSS\JOHNSON & Associates LLC | 10 | $677 | 0.01% | +10 | New |
| Semmax Financial Advisors Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.02K | 0.00% | +15 | New |
| Nemes Rush Group LLC | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 17 | $1.15K | 0.00% | +17 | New |
| HFM Investment Advisors, LLC | 17 | $1.15K | 0.00% | +17 | New |
| Winnow Wealth LLC | 18 | $1.16K | 0.00% | +6+50.0% | Added |
| Caitong International Asset Management Co., Ltd | 18 | $1.22K | 0.00% | −365−95.3% | Reduced |
| Investors Research Corp | 20 | $1.33K | 0.00% | +20 | New |
| NVWM, LLC | 21 | $1.42K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 24 | $1.63K | 0.00% | −194−89.0% | Reduced |
| WestEnd Advisors, LLC | 25 | $1.69K | 0.00% | +17+212.5% | Added |
| CBIZ Investment Advisory Services, LLC | 25 | $1.69K | 0.00% | +25 | New |
| Murphy & Mullick Capital Management Corp | 25 | $1.69K | 0.00% | +25 | New |
| Jackson, Grant Investment Advisers, Inc. | 27 | $1.83K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 27 | $1.83K | 0.00% | +27 | New |
| Principia Wealth Advisory, LLC | 35 | $2.30K | 0.00% | +21+150.0% | Added |
| N.E.W. Advisory Services LLC | 35 | $2.37K | 0.00% | +35 | New |
| Aventura Private Wealth, LLC | 36 | $2.44K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 43 | $2.91K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 47 | $3.20K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 54 | $3.31K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 50 | $3.38K | 0.00% | +20+66.7% | Added |
| Greenline Partners, LLC | 50 | $3.38K | 0.00% | +50 | New |
| Parvin Asset Management, LLC | 52 | $3.52K | 0.00% | +52 | New |
| Aspect Partners, LLC | 54 | $3.65K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 56 | $3.79K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 59 | $3.99K | 0.00% | +59 | New |
| Penserra Capital Management LLC | 60 | $4.00K | 0.00% | −1,686−96.6% | Reduced |
| Studio Investment Management LLC | 61 | $4.13K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 62 | $4.20K | 0.00% | +62 | New |
| Kiker Wealth Management, LLC | 62 | $4.20K | 0.00% | +62 | New |
| Core Alternative Capital | 66 | $4.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 65 | $4.68K | 0.00% | +17+35.4% | Added |
| Birchbrook, Inc. | 70 | $4.73K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 74 | $5.01K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 74 | $5.01K | 0.00% | +74 | New |
| Barrett & Company, Inc. | 75 | $5.08K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 81 | $5.52K | 0.00% | −2−2.4% | Reduced |
| Quarry LP | 82 | $5.55K | 0.00% | +9+12.3% | Added |
| Carolinas Wealth Consulting LLC | 83 | $5.62K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 84 | $5.72K | 0.00% | +84 | New |
| Demars Financial Group, LLC | 395,648 | $5.84K | 0.17% | +45,809+13.1% | Added |
| Avion Wealth | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 91 | $6.16K | 0.00% | +5+5.8% | Added |
| Atala Financial Inc | 100 | $6.77K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 108 | $7.28K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 110 | $7.45K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 111 | $7.51K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 115 | $7.78K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 116 | $7.85K | 0.01% | +116 | New |
| Sierra Ocean, LLC | 116 | $7.91K | 0.01% | +19+19.6% | Added |
| Highline Wealth Partners LLC | 118 | $8.01K | 0.00% | +17+16.8% | Added |
| GPS Wealth Strategies Group, LLC | 120 | $8.14K | 0.00% | +3+2.6% | Added |
| Clark Wealth Partners | 121 | $8.19K | 0.01% | −19−13.6% | Reduced |
| BFSG, LLC | 122 | $8.26K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 124 | $8.39K | 0.00% | +1+0.8% | Added |
| Pineridge Advisors LLC | 132 | $8.96K | 0.00% | +27+25.7% | Added |
| True Wealth Design, LLC | 136 | $9.21K | 0.00% | +70+106.1% | Added |
| Park Place Capital Corp | 143 | $9.68K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 144 | $9.75K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 144 | $9.75K | 0.00% | −16−10.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 145 | $9.82K | 0.00% | −1−0.7% | Reduced |
| Ogorek Anthony Joseph | 152 | $10.0K | 0.00% | +152 | New |
| Old Point Trust & Financial Services N A | 150 | $10.2K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 160 | $10.9K | 0.00% | −11−6.4% | Reduced |
| Activest Wealth Management | 161 | $10.9K | 0.00% | +157+3,925.0% | Added |
| Addison Advisors LLC | 161 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 165 | $11.2K | 0.01% | +115+230.0% | Added |
| Atlantic Trust, LLC | 167 | $11.3K | 0.00% | +167 | New |
| American Capital Advisory, LLC | 179 | $12.1K | 0.01% | +7+4.1% | Added |
| Winch Advisory Services, LLC | 184 | $12.5K | 0.00% | +1+0.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 200 | $13.5K | 0.00% | −100−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 206 | $13.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 207 | $14.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 209 | $14.2K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 210 | $14.2K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 221 | $15.0K | 0.00% | +221 | New |
| Transce3nd, LLC | 229 | $15.5K | 0.01% | −235−50.6% | Reduced |
| Bear Mountain Capital, Inc. | 224 | $16.0K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 237 | $16.0K | 0.01% | +237 | New |