| Cypress Capital Management LLC (WY) | 3 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 17 | $0 | 0.00% | +17 | New |
| Cordant, Inc. | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 27,062 | $0 | 0.00% | +27,062 | New |
| Laffer Tengler Investments | 3 | $346 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| HWG Holdings LP | 7 | $1.00K | 0.00% | +7 | New |
| Ellis Investment Partners, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Rock Creek Group, LP | 13 | $2.00K | 0.00% | −589−97.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 14 | $2.00K | 0.00% | −53−79.1% | Reduced |
| Longfellow Investment Management Co LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 28 | $3.00K | 0.00% | −6,682−99.6% | Reduced |
| Professional Financial Advisors, LLC | 24 | $3.00K | 0.00% | −1,631−98.5% | Reduced |
| Level Financial Advisors, Inc. | 30 | $3.00K | 0.00% | −100−76.9% | Reduced |
| Advanced Research Investment Solutions, LLC | 25 | $3.00K | 0.00% | −30−54.5% | Reduced |
| Spectrum Management Group, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 30 | $3.47K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 40 | $4.00K | 0.00% | +40 | New |
| Kelly Financial Services LLC | 38 | $4.39K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 40 | $4.63K | 0.00% | +16+66.7% | Added |
| Cranbrook Wealth Management, LLC | 45 | $5.00K | 0.00% | −60−57.1% | Reduced |
| Navigation Wealth Management, Inc. | 43 | $5.00K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 45 | $5.20K | 0.00% | −45−50.0% | Reduced |
| Karlinski Andrew C | 49 | $6.00K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 50 | $6.00K | 0.00% | +25+100.0% | Added |
| West Financial Advisors, LLC | 48 | $6.00K | 0.00% | +48 | New |
| Baron Financial Group, LLC | 55 | $6.36K | 0.00% | −40−42.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 66 | $7.00K | 0.01% | +49+288.2% | Added |
| Strategic Asset Management, LLC | 65 | $8.00K | 0.01% | −30−31.6% | Reduced |
| Tortoise Investment Management, LLC | 65 | $8.00K | 0.00% | −10−13.3% | Reduced |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | – |
| Iron Horse Wealth Management, LLC | 70 | $8.00K | 0.00% | +70 | New |
| High Net Worth Advisory Group LLC | 78 | $9.00K | 0.00% | −45−36.6% | Reduced |
| CoreFirst Bank & Trust | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 90 | $10.0K | 0.00% | −728−89.0% | Reduced |
| USA Financial Portformulas Corp | 89 | $10.0K | 0.01% | +76+584.6% | Added |
| Fairfield Financial Advisors, LTD | 87 | $10.1K | 0.00% | +87 | New |
| Moisand Fitzgerald Tamayo, LLC | 93 | $11.0K | 0.01% | −584−86.3% | Reduced |
| FAI Wealth Management | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dravo Bay LLC | 100 | $11.6K | 0.01% | +100 | New |
| Aft, Forsyth & Sober, LLC | 100 | $12.0K | 0.00% | −6,550−98.5% | Reduced |
| Vienna Asset Management LLC | 100 | $12.0K | 0.02% | −4,066−97.6% | Reduced |
| Roble, Belko & Company, Inc | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 100 | $12.0K | 0.01% | +95+1,900.0% | Added |
| Cyrus J. Lawrence, LLC | 100 | $12.0K | 0.00% | +100 | New |
| KB Financial Partners, LLC | 116 | $13.0K | 0.00% | −836−87.8% | Reduced |
| PYA Waltman Capital, LLC | 111 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 120 | $14.0K | 0.00% | −13−9.8% | Reduced |
| McCarthy Asset Management, Inc. | 131 | $15.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 128 | $15.0K | 0.01% | +100+357.1% | Added |
| Vectors Research Management, LLC | 141 | $16.0K | 0.00% | −160−53.2% | Reduced |
| Worth Asset Management, LLC | 208 | $16.0K | 0.01% | +208 | New |
| PFG Private Wealth Management, LLC | 150 | $17.0K | 0.01% | −174−53.7% | Reduced |
| Maryland Capital Advisors Inc. | 146 | $17.0K | 0.01% | −54−27.0% | Reduced |
| Laurel Wealth Planning LLC | 150 | $17.0K | 0.01% | +150 | New |
| Lansing Street Advisors | 153 | $17.0K | 0.01% | +153 | New |
| Atlas Capital Advisors LLC | 154 | $17.8K | 0.00% | −4,202−96.5% | Reduced |
| Rocky Mountain Advisers, LLC | 156 | $18.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 167 | $19.0K | 0.00% | −230−57.9% | Reduced |
| Activest Wealth Management | 160 | $19.0K | 0.01% | −78−32.8% | Reduced |
| Turim 21 Investimentos Ltda. | 161 | $19.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 160 | $19.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 170 | $20.0K | 0.01% | −20−10.5% | Reduced |
| RPg Family Wealth Advisory, LLC | 175 | $20.2K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 193 | $22.0K | 0.02% | +133+221.7% | Added |
| PrairieView Partners, LLC | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 200 | $23.0K | 0.01% | +200 | New |
| Siena Capital LLC | 200 | $23.0K | 0.01% | +200 | New |
| Cordasco Financial Network | 209 | $24.0K | 0.02% | −96−31.5% | Reduced |
| Private Ocean, LLC | 205 | $24.0K | 0.00% | −98−32.3% | Reduced |
| Lumature Wealth Partners, LLC | 210 | $24.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 225 | $26.0K | 0.00% | −46−17.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 237 | $27.0K | 0.01% | +12+5.3% | Added |
| Curi Capital | 236 | $27.0K | 0.00% | +75+46.6% | Added |
| Charter Oak Capital Management, LLC | 238 | $28.0K | 0.00% | +85+55.6% | Added |
| Founders Capital Management | 150 | $28.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 244 | $28.0K | 0.02% | +244 | New |
| Rockbridge Investment Management, LCC | 244 | $28.5K | 0.00% | −875−78.2% | Reduced |
| Retirement Group, LLC | 248 | $29.0K | 0.01% | −319−56.3% | Reduced |
| Gould Capital, LLC | 252 | $29.0K | 0.02% | −10−3.8% | Reduced |
| Resolute Partners Group | 250 | $29.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 265 | $31.0K | 0.02% | −11−4.0% | Reduced |
| Annapolis Financial Services, LLC | 280 | $32.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 279 | $32.0K | 0.02% | +140+100.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 287 | $33.0K | 0.00% | −110−27.7% | Reduced |
| RWM Asset Management, LLC | 292 | $34.0K | 0.01% | −60−17.0% | Reduced |