| Blume Capital Management, Inc. | 1 | $111 | 0.00% | +1 | New |
| Disciplina Capital Management LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2 | $221 | 0.00% | +1+100.0% | Added |
| Macroview Investment Management LLC | 2 | $222 | 0.00% | +2 | New |
| New Millennium Group LLC | 2 | $241 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $396 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 6 | $663 | 0.00% | +6 | New |
| St. Johns Investment Management Company, LLC | 7 | $774 | 0.00% | −11−61.1% | Reduced |
| WestEnd Advisors, LLC | 7 | $774 | 0.00% | +7 | New |
| Focused Wealth Management, Inc | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 14 | $1.55K | 0.07% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $2.21K | 0.00% | −110−84.6% | Reduced |
| Insight Financial Services | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 23 | $2.54K | 0.00% | +23 | New |
| Bradley & Co. Private Wealth Management, LLC | 24 | $2.65K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 28 | $3.10K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 29 | $3.21K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $3.65K | 0.00% | −300−90.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 35 | $3.90K | 0.00% | −34−49.3% | Reduced |
| Global Financial Private Client, LLC | 38 | $4.05K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $4.20K | 0.00% | −8−17.4% | Reduced |
| Exchange Traded Concepts, LLC | 38 | $4.20K | 0.00% | +15+65.2% | Added |
| TFC Financial Management | 38 | $4.22K | 0.00% | +4+11.8% | Added |
| BOK Financial Private Wealth, Inc. | 40 | $4.42K | 0.00% | +40 | New |
| Sanctuary Wealth Management, L.L.C. | 42 | $4.64K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 48 | $5.29K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 50 | $5.53K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 54 | $5.97K | 0.00% | +54 | New |
| Liberty One Investment Management, LLC | 55 | $6.11K | 0.00% | +9+19.6% | Added |
| Morgan Dempsey Capital Management LLC | 57 | $6.30K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 58 | $6.41K | 0.00% | −5,436−98.9% | Reduced |
| Creative Capital Management Investments LLC | 59 | $6.57K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 60 | $6.63K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 61 | $6.75K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 62 | $7.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 64 | $7.08K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 65 | $7.19K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 65 | $7.19K | 0.00% | −45−40.9% | Reduced |
| Live Oak Investment Partners | – | $7.19K | 0.01% | – | – |
| CGC Financial Services, LLC | 73 | $8.07K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 76 | $8.40K | 0.00% | +76 | New |
| Legend Financial Advisors, Inc. | 79 | $8.73K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 80 | $8.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 79 | $9.00K | 0.00% | −58−42.3% | Reduced |
| Steward Financial Group LLC | 133 | $9.00K | 0.00% | +133 | New |
| Godsey & Gibb Associates | 83 | $9.18K | 0.00% | −62−42.8% | Reduced |
| KB Financial Partners, LLC | 89 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 91 | $10.1K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 91 | $10.1K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 92 | $10.2K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $10.5K | 0.01% | +100 | New |
| Quarry LP | 96 | $10.6K | 0.01% | +96 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 101 | $11.0K | 0.00% | −432−81.1% | Reduced |
| Savior LLC | 100 | $11.1K | 0.08% | 00.0% | Unchanged |
| Financial Freedom, LLC | 102 | $11.3K | 0.01% | −1−1.0% | Reduced |
| Sturgeon Ventures LLP | 105 | $11.6K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 106 | $11.8K | 0.00% | −21−16.5% | Reduced |
| IAG Wealth Partners, LLC | 108 | $11.9K | 0.00% | +29+36.7% | Added |
| Tradewinds Capital Management, LLC | 110 | $12.2K | 0.00% | +2+1.9% | Added |
| Washington Trust Advisors, Inc. | 114 | $12.6K | 0.00% | −18−13.6% | Reduced |
| Truvestments Capital LLC | 115 | $12.7K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 115 | $12.7K | 0.01% | +115 | New |
| MV Capital Management, Inc. | 120 | $13.3K | 0.00% | +12+11.1% | Added |
| Country Trust Bank | 122 | $13.5K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 132 | $14.6K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 132 | $14.6K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 143 | $15.0K | 0.00% | −1,337−90.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 134 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 135 | $15.0K | 0.01% | +30+28.6% | Added |
| Belmont Capital, LLC | 136 | $15.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 137 | $15.1K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 147 | $16.3K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 148 | $16.4K | 0.00% | +2+1.4% | Added |
| Team Financial Group, LLC | 150 | $16.6K | 0.01% | +150 | New |
| GW&K Investment Management, LLC | 160 | $18.0K | 0.00% | +27+20.3% | Added |
| West Financial Advisors, LLC | 163 | $18.0K | 0.00% | +19+13.2% | Added |
| Iron Horse Wealth Management, LLC | 163 | $18.0K | 0.01% | +20+14.0% | Added |
| West Branch Capital LLC | 164 | $18.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 165 | $18.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 166 | $18.4K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 167 | $18.5K | 0.01% | +167 | New |
| Institutional & Family Asset Management, LLC | 169 | $18.7K | 0.00% | +169 | New |
| Sofos Investments, Inc. | 176 | $19.1K | 0.00% | +13+8.0% | Added |
| DHJJ Financial Advisors, Ltd. | 174 | $19.2K | 0.01% | +174 | New |
| Riggs Asset Managment Co. Inc. | 175 | $19.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 186 | $20.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 189 | $20.9K | 0.01% | +1+0.5% | Added |
| Abound Wealth Management | 189 | $20.9K | 0.01% | +54+40.0% | Added |
| Gould Capital, LLC | 200 | $21.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 193 | $21.3K | 0.01% | +25+14.9% | Added |
| Semmax Financial Advisors Inc. | 200 | $21.5K | 0.01% | +200 | New |
| Aspire Private Capital, LLC | 199 | $22.1K | 0.01% | +71+55.5% | Added |
| Trust Co | 200 | $22.1K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 200 | $22.1K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 222 | $23.2K | 0.00% | +222 | New |
| Sittner & Nelson, LLC | 213 | $23.6K | 0.01% | 00.0% | Unchanged |