| Cheviot Value Management, LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 2 | $242 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2 | $243 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $243 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 3 | $364 | 0.00% | +3 | New |
| Quarry LP | 4 | $486 | 0.00% | +4 | New |
| Nvest Wealth Strategies, Inc. | 5 | $608 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 8 | $971 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 8 | $971 | 0.00% | +8 | New |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 12 | $1.46K | 0.00% | +12 | New |
| Horizon Investments, LLC | 13 | $1.57K | 0.00% | −17−56.7% | Reduced |
| Main Street Group, LTD | 14 | $1.70K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $1.82K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $1.97K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 19 | $2.31K | 0.00% | +19 | New |
| First Command Advisory Services, Inc. | 23 | $2.79K | 0.00% | +11+91.7% | Added |
| N.E.W. Advisory Services LLC | 24 | $2.91K | 0.00% | +24 | New |
| TD Capital Management LLC | 27 | $3.32K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 28 | $3.40K | 0.00% | +5+21.7% | Added |
| Financial Network Wealth Advisors LLC | 29 | $3.52K | 0.00% | +12+70.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 30 | $3.64K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 33 | $4.01K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 35 | $4.25K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 35 | $4.25K | 0.00% | +34+3,400.0% | Added |
| Acumen Wealth Advisors, LLC | 36 | $4.37K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 39 | $4.81K | 0.00% | +39 | New |
| Ravenstone Capital Management Inc. | 40 | $4.85K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $4.86K | 0.00% | +40 | New |
| Creative Capital Management Investments LLC | 41 | $4.98K | 0.00% | +41 | New |
| Action Point Financial Planning, LLC | 46 | $5.34K | 0.00% | +46 | New |
| Princeton Global Asset Management LLC | 47 | $5.71K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 47 | $5.71K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 49 | $5.95K | 0.00% | +49 | New |
| Golden State Wealth Management, LLC | 50 | $6.07K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 50 | $6.11K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 52 | $6.32K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 53 | $6.44K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 59 | $7.17K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 60 | $7.29K | 0.00% | +60 | New |
| Zions Bancorporation, National Association | 70 | $8.50K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 70 | $8.50K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 72 | $8.74K | 0.00% | +34+89.5% | Added |
| Wolff Wiese Magana LLC | 75 | $9.11K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 77 | $9.35K | 0.08% | −29−27.4% | Reduced |
| Fortis Group Advisors, LLC | 82 | $9.96K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 82 | $9.96K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 85 | $10.3K | 0.00% | +35+70.0% | Added |
| MV Capital Management, Inc. | 96 | $11.7K | 0.00% | −6−5.9% | Reduced |
| Bogart Wealth, LLC | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 102 | $12.4K | 0.00% | +20+24.4% | Added |
| Raffa Wealth Management, LLC | 103 | $12.5K | 0.00% | +25+32.1% | Added |
| ZRC Wealth Management, LLC | 114 | $13.8K | 0.00% | +114 | New |
| Delos Wealth Advisors, LLC | 115 | $14.0K | 0.01% | +115 | New |
| SOA Wealth Advisors, LLC. | 15,901 | $15.9K | 0.00% | +15,901 | New |
| Signature Equity Partners, LLC | 133 | $16.1K | 0.01% | −24−15.3% | Reduced |
| Essential Partners LLC | 135 | $16.4K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 141 | $17.1K | 0.01% | −12−7.8% | Reduced |
| Birchwood Financial Partners, Inc. | 144 | $17.5K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 150 | $18.3K | 0.01% | 00.0% | Unchanged |
| City State Bank | 153 | $18.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 157 | $19.1K | 0.01% | +36+29.8% | Added |
| Highland Investment Advisors LLC | 165 | $20.0K | 0.01% | +165 | New |
| Kilter Group LLC | 168 | $20.4K | 0.01% | +120+250.0% | Added |
| Highline Wealth Partners LLC | 170 | $20.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 178 | $21.0K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 175 | $21.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 176 | $21.4K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 182 | $22.1K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 182 | $22.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 185 | $22.5K | 0.00% | +185 | New |
| Ancora Advisors, LLC | 200 | $24.3K | 0.00% | −247−55.3% | Reduced |
| Penserra Capital Management LLC | 214 | $25.0K | 0.00% | +7+3.4% | Added |
| MTM Investment Management, LLC | 218 | $26.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 218 | $26.5K | 0.02% | +95+77.2% | Added |
| Parkside Financial Bank & Trust | 220 | $26.7K | 0.00% | −17−7.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 225 | $27.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 235 | $28.5K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 235 | $28.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 238 | $28.9K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 238 | $28.9K | 0.00% | +11+4.8% | Added |
| Prestige Wealth Management Group LLC | 244 | $29.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 245 | $29.8K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 250 | $30.4K | 0.00% | −250−50.0% | Reduced |
| Valley National Advisers Inc | 250 | $30.4K | 0.00% | −28−10.1% | Reduced |
| Tobam | 177 | $31.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 259 | $31.4K | 0.01% | −65−20.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 259 | $31.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 261 | $31.7K | 0.00% | +3+1.2% | Added |
| Harbor Investment Advisory, LLC | 262 | $31.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 263 | $31.9K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 264 | $32.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 269 | $32.7K | 0.00% | 00.0% | Unchanged |
| Axxion S.A. | 270 | $32.8K | 0.00% | +270 | New |
| CBIZ Investment Advisory Services, LLC | 360 | $33.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 280 | $34.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 284 | $34.5K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 288 | $35.0K | 0.00% | +43+17.6% | Added |
| Bayban | 300 | $36.4K | 0.03% | 00.0% | Unchanged |