| State of Wyoming | 2 | $0 | 0.00% | −579−99.7% | Reduced |
| American Planning Services, Inc. | 1 | $261 | 0.32% | −1,600−99.9% | Reduced |
| Iron Horse Wealth Management, LLC | 14 | $2.00K | 0.00% | −3−17.6% | Reduced |
| Bourgeon Capital Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 26 | $4.00K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 29 | $4.74K | 0.00% | +29 | New |
| Lowe Wealth Advisors, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 30 | $5.00K | 0.00% | +30 | New |
| Cedar Wealth Management, LLC | 36 | $6.00K | 0.00% | −12−25.0% | Reduced |
| Mizuho Securities Co. Ltd. | 54 | $9.00K | 0.00% | −1−1.8% | Reduced |
| Morgan Dempsey Capital Management LLC | 54 | $9.00K | 0.00% | +54 | New |
| Robinson Value Management, Ltd. | 70 | $11.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 74 | $12.1K | 0.01% | +74 | New |
| FSC Wealth Advisors, LLC | 78 | $13.0K | 0.13% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 88 | $14.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 89 | $15.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 93 | $15.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 100 | $16.0K | 0.22% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 96 | $16.0K | 0.02% | +96 | New |
| Bradley & Co. Private Wealth Management, LLC | 105 | $17.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 108 | $18.0K | 0.01% | −200−64.9% | Reduced |
| Laurel Wealth Planning LLC | 117 | $19.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 118 | $19.0K | 0.01% | +118 | New |
| Family CFO Inc | 125 | $20.4K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 131 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 815 | $23.0K | 0.00% | +815 | New |
| Maryland Capital Advisors Inc. | 145 | $24.0K | 0.03% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 150 | $24.0K | 0.00% | +100+200.0% | Added |
| GeoWealth Management, LLC | 149 | $24.0K | 0.00% | +149 | New |
| Capstone Investment Advisors, LLC | 155 | $25.0K | 0.00% | −14,088−98.9% | Reduced |
| Pacifica Partners Inc. | 150 | $25.0K | 0.02% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 163 | $27.0K | 0.03% | +163 | New |
| Parallax Volatility Advisers, L.P. | 180 | $29.0K | 0.00% | −627−77.7% | Reduced |
| Capital Directions Investment Advisors, LLC | 0 | $30.0K | 0.01% | −181−100.0% | Reduced |
| Paloma Partners Management Co | 200 | $33.0K | 0.01% | −34,100−99.4% | Reduced |
| MBM Wealth Consultants, LLC | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 203 | $33.1K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 195 | $35.0K | 0.02% | 00.0% | Unchanged |
| Axim Planning & Wealth | 226 | $37.0K | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 223 | $37.0K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 225 | $37.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 227 | $37.0K | 0.01% | +29+14.6% | Added |
| Cowen Prime Advisors LLC | 230 | $38.0K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 247 | $40.3K | 0.03% | +1+0.4% | Added |
| Morton Brown Family Wealth, LLC | 251 | $41.0K | 0.03% | −34−11.9% | Reduced |
| United Community Bank | 254 | $41.5K | 0.04% | +254 | New |
| Bellwether Advisors, LLC | 262 | $42.0K | 0.01% | −1−0.4% | Reduced |
| BCR Wealth Strategies, LLC | 265 | $43.0K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 270 | $44.0K | 0.01% | +165+157.1% | Added |
| Strategic Asset Management, LLC | 277 | $45.0K | 0.08% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 282 | $46.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 285 | $46.0K | 0.04% | +2+0.7% | Added |
| Goodman Advisory Group, LLC | 287 | $47.0K | 0.03% | −293−50.5% | Reduced |
| Ogorek Anthony Joseph | 294 | $48.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 299 | $49.0K | 0.00% | −25−7.7% | Reduced |
| Rocky Mountain Advisers, LLC | 300 | $49.0K | 0.06% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 306 | $50.0K | 0.03% | +306 | New |
| RE Dickinson Investment Advisors, LLC | 316 | $52.0K | 0.04% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 317 | $52.0K | 0.06% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 326 | $53.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 342 | $55.0K | 0.05% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 339 | $55.0K | 0.04% | 00.0% | Unchanged |
| Lansing Street Advisors | 335 | $55.0K | 0.04% | +2+0.6% | Added |
| Baldrige Asset Management LLC | 344 | $56.0K | 0.03% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 347 | $57.0K | 0.11% | −86−19.9% | Reduced |
| Newfound Research LLC | 347 | $57.0K | 0.14% | −65−15.8% | Reduced |
| Antonetti Capital Management LLC | 350 | $57.0K | 0.07% | 00.0% | Unchanged |
| Providence First Trust Co | 355 | $58.0K | 0.04% | +355 | New |
| Cedar Mountain Advisors, LLC | 381 | $62.0K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 379 | $62.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 390 | $63.7K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 391 | $64.0K | 0.03% | +1+0.3% | Added |
| McMillion Capital Management Inc | 400 | $65.0K | 0.06% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 403 | $66.0K | 0.03% | +403 | New |
| Ulland Investment Advisors, LLC | 428 | $70.0K | 0.08% | −100−18.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 450 | $73.5K | 0.12% | 00.0% | Unchanged |
| Covestor Ltd | 456 | $75.0K | 0.07% | −685−60.0% | Reduced |
| Johnson Midwest Financial, LLC | 457 | $75.0K | 0.29% | +3+0.7% | Added |
| Bell Investment Advisors, Inc | 457 | $75.0K | 0.02% | +33+7.8% | Added |
| Creative Financial Designs Inc | 489 | $80.0K | 0.01% | +161+49.1% | Added |
| Twin Lakes Capital Management, LLC | 489 | $80.0K | 0.06% | +163+50.0% | Added |
| Raffa Wealth Management, LLC | 498 | $81.3K | 0.04% | −24−4.6% | Reduced |
| Copeland Capital Management, LLC | 500 | $82.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 500 | $82.0K | 0.06% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 520 | $85.0K | 0.06% | +500+2,500.0% | Added |
| TD Ameritrade Investment Management, LLC | 524 | $86.0K | 0.00% | +71+15.7% | Added |
| HBC Financial Services, PLLC | 540 | $88.0K | 0.08% | +300+125.0% | Added |
| New Millennium Group LLC | 542 | $89.0K | 0.10% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 553 | $90.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 556 | $91.0K | 0.02% | +47+9.2% | Added |
| Earnest Partners LLC | 569 | $93.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 595 | $97.0K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 600 | $98.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 597 | $98.0K | 0.03% | +54+9.9% | Added |
| Professional Financial Advisors, LLC | 609 | $99.0K | 0.06% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 612 | $100.0K | 0.04% | +19+3.2% | Added |
| Kozak & Associates, Inc. | 617 | $100.0K | 0.06% | +110+21.7% | Added |
