| VitalStone Financial, LLC | 1 | $104 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $209 | 0.00% | +2 | New |
| CGC Financial Services, LLC | 5 | $521 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 5 | $522 | 0.00% | +5 | New |
| Legacy Investment Solutions, LLC | 4 | $532 | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $532 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 7 | $670 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 7 | $730 | 0.00% | +1+16.7% | Added |
| JDM Financial Group LLC | 10 | $1.04K | 0.00% | +10 | New |
| Kessler Investment Group, LLC | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 15 | $1.56K | 0.00% | +15 | New |
| Horizons Wealth Management | 17 | $1.77K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17 | $1.77K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 17 | $1.77K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 20 | $2.08K | 0.00% | +20 | New |
| POM Investment Strategies, LLC | 21 | $2.19K | 0.00% | −241−92.0% | Reduced |
| Kings Path Partners LLC | 22 | $2.29K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 23 | $2.40K | 0.00% | +2+9.5% | Added |
| Acima Private Wealth, LLC | 26 | $2.71K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 28 | $2.87K | 0.00% | +28 | New |
| FPC Investment Advisory, Inc. | 27 | $2.91K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $3.02K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 34 | $3.54K | 0.32% | −50−59.5% | Reduced |
| McIlrath & Eck, LLC | 35 | $3.65K | 0.00% | −35−50.0% | Reduced |
| Clean Yield Group | 35 | $3.65K | 0.00% | +35 | New |
| Global Wealth Strategies & Associates | 37 | $3.86K | 0.00% | +33+825.0% | Added |
| Darwin Advisors, LLC | 39 | $4.07K | 0.00% | +39 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 40 | $4.17K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 46 | $4.68K | 0.00% | −10−17.9% | Reduced |
| Westend Capital Management, LLC | 47 | $4.90K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 47 | $4.90K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 49 | $5.11K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 52 | $5.42K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 56 | $5.84K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 58 | $6.05K | 0.00% | +58 | New |
| Front Row Advisors LLC | 60 | $6.25K | 0.00% | −418−87.4% | Reduced |
| Anfield Capital Management, LLC | 62 | $6.46K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 66 | $6.88K | 0.00% | −2−2.9% | Reduced |
| Arcadia Investment Management Corp | 70 | $7.30K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 70 | $7.30K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $7.30K | 0.01% | – | – |
| Creative Capital Management Investments LLC | 72 | $7.50K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 73 | $7.61K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 77 | $8.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 77 | $8.03K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 81 | $8.47K | 0.00% | −24−22.9% | Reduced |
| Atwood & Palmer Inc | 85 | $8.86K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 87 | $9.07K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 87 | $9.07K | 0.00% | +87 | New |
| Princeton Global Asset Management LLC | 90 | $9.38K | 0.00% | +90 | New |
| Birchbrook, Inc. | 93 | $9.69K | 0.01% | +1+1.1% | Added |
| Valued Wealth Advisors LLC | 93 | $9.71K | 0.01% | +21+29.2% | Added |
| Richard W. Paul & Associates, LLC | 97 | $10.1K | 0.00% | +97 | New |
| Chesapeake Asset Management LLC | 98 | $10.2K | 0.01% | +15+18.1% | Added |
| Uncommon Cents Investing LLC | 100 | $10.4K | 0.00% | +100 | New |
| Hoese & Co LLP | 100 | $10.4K | 0.01% | +100 | New |
| Focused Wealth Management, Inc | 103 | $10.7K | 0.00% | +1+1.0% | Added |
| Gables Capital Management Inc. | 103 | $10.7K | 0.01% | −17−14.2% | Reduced |
| Raffa Wealth Management, LLC | 111 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 112 | $11.7K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 113 | $11.8K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 114 | $11.9K | 0.01% | +1+0.9% | Added |
| Dunhill Financial, LLC | 116 | $12.1K | 0.01% | +2+1.8% | Added |
| NCP Inc. | 117 | $12.2K | 0.01% | +1+0.9% | Added |
| Transcendent Capital Group LLC | 117 | $12.2K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 117 | $12.2K | 0.01% | +117 | New |
| Morton Brown Family Wealth, LLC | 118 | $12.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 93 | $12.3K | 0.00% | −105−53.0% | Reduced |
| Old Point Trust & Financial Services N A | 119 | $12.4K | 0.00% | −55−31.6% | Reduced |
| Aspire Private Capital, LLC | 121 | $12.6K | 0.00% | +108+830.8% | Added |
| Avion Wealth | 133 | $13.0K | 0.00% | +18+15.7% | Added |
| Cornerstone Planning Group LLC | 109 | $13.0K | 0.00% | +12+12.4% | Added |
| Ritter Daniher Financial Advisory LLC | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 129 | $13.4K | 0.00% | +9+7.5% | Added |
| Penserra Capital Management LLC | 135 | $14.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 135 | $14.1K | 0.01% | +22+19.5% | Added |
| RE Dickinson Investment Advisors, LLC | 137 | $14.3K | 0.01% | +137 | New |
| Claris Advisors, LLC | 139 | $14.5K | 0.01% | +139 | New |
| REAP Financial Group, LLC | 141 | $14.7K | 0.00% | +141 | New |
| Redmont Wealth Advisors LLC | 142 | $14.8K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $15.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 152 | $15.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 156 | $16.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 154 | $16.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 174 | $18.1K | 0.00% | −26−13.0% | Reduced |
| Colonial Trust Advisors | 176 | $18.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 177 | $18.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 178 | $18.6K | 0.01% | +5+2.9% | Added |
| Silicon Valley Capital Partners | 182 | $18.9K | 0.00% | +2+1.1% | Added |
| Iron Horse Wealth Management, LLC | 182 | $19.0K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 183 | $19.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 186 | $19.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 187 | $19.5K | 0.01% | −9−4.6% | Reduced |
| Abound Wealth Management | 189 | $19.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 190 | $19.8K | 0.01% | +1+0.5% | Added |
| Kathleen S. Wright Associates Inc. | 192 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 199 | $20.7K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $20.8K | 0.02% | −5−2.4% | Reduced |
| Estabrook Capital Management | 200 | $20.8K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $20.8K | 0.02% | 00.0% | Unchanged |
