| VitalStone Financial, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $664 | 0.00% | +5+100.0% | Added |
| FRG Family Wealth Advisors LLC | 10 | $670 | 0.00% | +10 | New |
| Caitlin John, LLC | 11 | $706 | 0.00% | −16−59.3% | Reduced |
| Cedar Wealth Management, LLC | 12 | $767 | 0.00% | −6−33.3% | Reduced |
| NewSquare Capital LLC | 12 | $767 | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 13 | $831 | 0.00% | +13 | New |
| Financial Synergies Wealth Advisors, Inc. | 15 | $959 | 0.00% | −340−95.8% | Reduced |
| FWL Investment Management, LLC | 15 | $959 | 0.00% | −24−61.5% | Reduced |
| Cedar Mountain Advisors, LLC | 16 | $1.02K | 0.00% | +16 | New |
| Quest Partners LLC | 19 | $1.21K | 0.00% | +19 | New |
| MeadowBrook Investment Advisors LLC | 26 | $1.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.85K | 0.00% | +3+11.5% | Added |
| WestEnd Advisors, LLC | 32 | $2.04K | 0.00% | +3+10.3% | Added |
| Accordant Advisory Group Inc | 35 | $2.24K | 0.00% | +35 | New |
| Fairman Group, LLC | 40 | $2.56K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 42 | $2.66K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 45 | $2.88K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 48 | $3.07K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 61 | $3.90K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 62 | $3.96K | 0.00% | +62 | New |
| Founders Capital Management | 64 | $4.09K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 68 | $4.34K | 0.00% | +31+83.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 68 | $4.35K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $4.41K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 74 | $4.78K | 0.01% | −384−83.8% | Reduced |
| Pflug Koory, LLC | 76 | $4.86K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 76 | $4.86K | 0.00% | +76 | New |
| AlphaMark Advisors, LLC | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 80 | $5.11K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 88 | $5.62K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $6.39K | 0.01% | +93+1,328.6% | Added |
| Grayhawk Investment Strategies Inc. | 102 | $6.52K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 103 | $6.58K | 0.33% | −13−11.2% | Reduced |
| Global Assets Advisory, LLC | 425,735 | $6.72K | 0.31% | +425,735 | New |
| Stone House Investment Management, LLC | 108 | $6.90K | 0.00% | +108 | New |
| Osterweis Capital Management Inc | 114 | $7.29K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 116 | $7.41K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 119 | $7.61K | 0.01% | −45−27.4% | Reduced |
| REAP Financial Group, LLC | 122 | $7.79K | 0.00% | −8−6.2% | Reduced |
| Iron Horse Wealth Management, LLC | 125 | $7.99K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 125 | $7.99K | 0.00% | +125 | New |
| Financial Freedom, LLC | 132 | $8.45K | 0.01% | +1+0.8% | Added |
| Semmax Financial Advisors Inc. | 114 | $8.52K | 0.00% | +1+0.9% | Added |
| DHJJ Financial Advisors, Ltd. | 136 | $8.69K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 144 | $9.20K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 148 | $9.46K | 0.00% | +148 | New |
| Bear Mountain Capital, Inc. | 150 | $9.57K | 0.00% | −15−9.1% | Reduced |
| Penserra Capital Management LLC | 165 | $10.0K | 0.00% | −9,327−98.3% | Reduced |
| Global Wealth Strategies & Associates | 157 | $10.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 158 | $10.1K | 0.01% | −54−25.5% | Reduced |
| Breakwater Investment Management | 183 | $11.7K | 0.01% | +183 | New |
| Sofos Investments, Inc. | 192 | $12.3K | 0.00% | +187+3,740.0% | Added |
| Highline Wealth Partners LLC | 197 | $12.6K | 0.01% | +1+0.5% | Added |
| USCF Advisers LLC | 200 | $12.8K | 1.21% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $12.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 202 | $12.9K | 0.01% | +1+0.5% | Added |
| Voisard Asset Management Group, Inc. | 205 | $13.1K | 0.01% | +2+1.0% | Added |
| Bellevue Asset Management, LLC | 208 | $13.3K | 0.01% | +2+1.0% | Added |
| Wolff Wiese Magana LLC | 214 | $13.7K | 0.01% | +97+82.9% | Added |
| DecisionPoint Financial, LLC | 208 | $13.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 215 | $13.7K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 220 | $14.1K | 0.01% | +2+0.9% | Added |
| Proffitt & Goodson Inc | 225 | $14.4K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 237 | $15.1K | 0.01% | +237 | New |
| Heck Capital Advisors, LLC | 239 | $15.3K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 244 | $15.6K | 0.00% | +31+14.6% | Added |
| Catalyst Capital Advisors LLC | 244 | $15.6K | 0.00% | +31+14.6% | Added |
| Silicon Valley Capital Partners | 247 | $15.8K | 0.00% | +2+0.8% | Added |
| HighMark Wealth Management LLC | 203 | $16.0K | 0.01% | +40+24.5% | Added |
| Keener Financial Planning LLC | 242 | $16.0K | 0.01% | +242 | New |
| Plato Investment Management Ltd | 254 | $16.2K | 0.00% | +48+23.3% | Added |
| Tfo-TDC, LLC | 256 | $16.4K | 0.00% | −4−1.5% | Reduced |
| Beacon Capital Management, LLC | 272 | $17.4K | 0.00% | +41+17.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 287 | $17.4K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 273 | $17.4K | 0.00% | −1−0.4% | Reduced |
| Investors Research Corp | 281 | $18.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 304 | $19.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 306 | $19.6K | 0.01% | +200+188.7% | Added |
| ORG Partners LLC | 310 | $19.7K | 0.04% | −13,853−97.8% | Reduced |
| Tower View Investment Management & Research LLC | 320 | $20.5K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 328 | $21.0K | 0.01% | −108−24.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 330 | $21.1K | 0.02% | +3+0.9% | Added |
| Aspect Partners, LLC | 343 | $21.9K | 0.02% | +4+1.2% | Added |
| Tucker Asset Management LLC | 344 | $22.0K | 0.01% | +100+41.0% | Added |
| Blue Bell Private Wealth Management, LLC | 354 | $22.6K | 0.00% | +9+2.6% | Added |
| Avion Wealth | 353 | $23.0K | 0.01% | −55−13.5% | Reduced |
| Scarborough Advisors, LLC | 363 | $23.2K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 394 | $25.0K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 400 | $25.6K | 0.00% | +400 | New |
| WealthCollab, LLC | 420 | $26.8K | 0.02% | −85−16.8% | Reduced |
| Louisbourg Investments Inc. | 440 | $28.1K | 0.01% | +440 | New |
| Trifecta Capital Advisors, LLC | 445 | $28.4K | 0.01% | −93−17.3% | Reduced |
| Raffa Wealth Management, LLC | 452 | $28.9K | 0.01% | −71−13.6% | Reduced |
| Retirement Group, LLC | 454 | $29.0K | 0.01% | +53+13.2% | Added |
| Guardian Wealth Management, Inc. | 460 | $29.4K | 0.02% | +4+0.9% | Added |
| BOK Financial Private Wealth, Inc. | 472 | $30.2K | 0.00% | +1+0.2% | Added |
| Stephens Consulting, LLC | 524 | $33.5K | 0.01% | −104−16.6% | Reduced |
| Mascoma Wealth Management LLC | 531 | $33.9K | 0.01% | −56−9.5% | Reduced |