| BFSG, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1 | $84 | 0.00% | +1 | New |
| Montgomery Financial Services LLC | 1 | $84 | 0.00% | +1 | New |
| Sims Investment Management, LLC | 2 | $167 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 3 | $251 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $585 | 0.00% | −23−76.7% | Reduced |
| NVWM, LLC | 7 | $585 | 0.00% | −5−41.7% | Reduced |
| Morton Brown Family Wealth, LLC | 7 | $585 | 0.00% | +7 | New |
| Sittner & Nelson, LLC | 7 | $586 | 0.00% | +7 | New |
| North Star Investment Management Corp. | 8 | $669 | 0.00% | −14−63.6% | Reduced |
| Seneschal Advisors, LLC | 8 | $669 | 0.00% | +1+14.3% | Added |
| DecisionPoint Financial, LLC | 8 | $669 | 0.00% | +8 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $836 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10 | $837 | 0.00% | −18−64.3% | Reduced |
| Breakwater Investment Management | 11 | $920 | 0.00% | +11 | New |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Dogwood Wealth Management LLC | 13 | $1.09K | 0.00% | −6−31.6% | Reduced |
| Vanguard Advisers Inc | 13 | $1.09K | 0.00% | +13 | New |
| CrossGen Wealth, LLC | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 15 | $1.22K | 0.00% | +1+7.1% | Added |
| Advocate Investing Services LLC | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $1.25K | 0.00% | +15 | New |
| Planning Strategies Inc. | 15 | $1.25K | 0.00% | +15 | New |
| Tounjian Advisory Partners, LLC | 16 | $1.33K | 0.00% | +16 | New |
| Fedenia Advisers LLC | 18 | $1.50K | 0.00% | +18 | New |
| Rakuten Securities, Inc. | 20 | $1.67K | 0.00% | +10+100.0% | Added |
| Purpose Unlimited Inc. | 21 | $1.75K | 0.00% | −18−46.2% | Reduced |
| Security National Bank | 21 | $1.75K | 0.00% | +21 | New |
| Copia Wealth Management | 23 | $1.92K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 25 | $2.09K | 0.00% | +12+92.3% | Added |
| Oakmont Advisory Group, LLC | 25 | $2.13K | 0.00% | +25 | New |
| Nalls Sherbakoff Group, LLC | 26 | $2.13K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 26 | $2.17K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 26 | $2.17K | 0.00% | +26 | New |
| Comprehensive Financial Planning, Inc. | 28 | $2.34K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 28 | $2.34K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 29 | $2.42K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $2.51K | 0.00% | −19−38.8% | Reduced |
| Horrell Capital Management, Inc. | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 31 | $2.59K | 0.00% | −2,089−98.5% | Reduced |
| HFM Investment Advisors, LLC | 31 | $2.59K | 0.00% | +14+82.4% | Added |
| Fulcrum Asset Management LLP | 32 | $2.67K | 0.00% | +32 | New |
| Mosley Wealth Management | 34 | $2.82K | 0.00% | +1+3.0% | Added |
| GoalVest Advisory LLC | 34 | $2.84K | 0.00% | +34 | New |
| TSFG, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 36 | $3.02K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 37 | $3.09K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 38 | $3.22K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 41 | $3.49K | 0.00% | −3−6.8% | Reduced |
| Salomon & Ludwin, LLC | 43 | $3.59K | 0.00% | −252−85.4% | Reduced |
| Atlas Capital Advisors LLC | 44 | $3.68K | 0.00% | −7,986−99.5% | Reduced |
| Eukles Asset Management | 45 | $3.76K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 46 | $3.85K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 47 | $3.93K | 0.00% | −26−35.6% | Reduced |
| Sunrise Financial Services, LLC | 47 | $3.93K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $3.93K | 0.00% | −2−4.1% | Reduced |
| Prestige Wealth Management Group LLC | 47 | $3.93K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $4.01K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $4.19K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 51 | $4.25K | 0.00% | −5−8.9% | Reduced |
| Kingdom Financial Group LLC. | 54 | $4.51K | 0.00% | −5−8.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 59 | $4.93K | 0.00% | +59 | New |
| IMG Wealth Management, Inc. | 61 | $5.10K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 64 | $5.35K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 66 | $5.52K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 67 | $5.60K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 69 | $5.77K | 0.00% | −248−78.2% | Reduced |
| Chesapeake Asset Management LLC | 71 | $5.93K | 0.00% | +71 | New |
| Tidemark, LLC | 79 | $6.60K | 0.00% | +1+1.3% | Added |
| Financial Consulate, Inc | 80 | $6.69K | 0.00% | +15+23.1% | Added |
| Ares Financial Consulting, LLC | 82 | $6.85K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 84 | $7.05K | 0.00% | −2,146−96.2% | Reduced |
| Union Savings Bank | 85 | $7.10K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 86 | $7.19K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 90 | $7.52K | 0.00% | −4−4.3% | Reduced |
| Trust Co | 100 | $8.36K | 0.00% | −616−86.0% | Reduced |
| IAG Wealth Partners, LLC | 100 | $8.36K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $8.36K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $8.36K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 118 | $8.42K | 0.01% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 102 | $8.53K | 0.01% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 103 | $8.61K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 104 | $8.69K | 0.00% | −1,070−91.1% | Reduced |
| Hager Investment Management Services, LLC | 106 | $8.86K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 109 | $9.13K | 0.00% | +1+0.9% | Added |
| JPL Wealth Management, LLC | 112 | $9.36K | 0.00% | +65+138.3% | Added |
| ORG Wealth Partners, LLC | 114 | $9.53K | 0.00% | −534−82.4% | Reduced |
| Principia Wealth Advisory, LLC | 115 | $9.61K | 0.00% | +8+7.5% | Added |
| Kilter Group LLC | 115 | $9.61K | 0.00% | +16+16.2% | Added |
| Highland Investment Advisors LLC | 116 | $9.68K | 0.00% | +116 | New |
| Allied Private Wealth LLC | 117 | $9.73K | 0.01% | +117 | New |
| Avalon Trust Co | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 130 | $10.9K | 0.00% | −106−44.9% | Reduced |
| Olistico Wealth, LLC | 133 | $11.1K | 0.00% | 00.0% | Unchanged |