| Level Financial Advisors, Inc. | 0 | $92 | 0.00% | −42−100.0% | Reduced |
| Financial Perspectives, Inc | 1 | $233 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $467 | 0.00% | −69−98.6% | Reduced |
| Caitlin John, LLC | 2 | $471 | 0.00% | +2 | New |
| Rise Advisors, LLC | 3 | $635 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3 | $699 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $930 | 0.00% | −34−89.5% | Reduced |
| Frazier Financial Advisors, LLC | 5 | $1.17K | 0.00% | +5 | New |
| PSI Advisors, LLC | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $1.40K | 0.00% | +6 | New |
| Ables, Iannone, Moore & Associates, Inc. | 6 | $1.40K | 0.00% | +6 | New |
| True Wealth Design, LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7 | $1.71K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 7 | $1.74K | 0.00% | +7 | New |
| Iron Horse Wealth Management, LLC | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 9 | $2.00K | 0.00% | +9 | New |
| Country Trust Bank | 9 | $2.10K | 0.00% | −150−94.3% | Reduced |
| Winch Advisory Services, LLC | 11 | $2.64K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 14 | $3.26K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 15 | $3.50K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $3.50K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $4.19K | 0.01% | −106−85.5% | Reduced |
| Wolff Wiese Magana LLC | 18 | $4.19K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $4.66K | 0.00% | +20 | New |
| Frank, Rimerman Advisors LLC | 21 | $4.89K | 0.00% | +21 | New |
| Bradley & Co. Private Wealth Management, LLC | 22 | $5.13K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 23 | $5.36K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 25 | $5.82K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 25 | $5.82K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 26 | $6.06K | 0.00% | +26 | New |
| Able Wealth Management LLC | 26 | $6.06K | 0.01% | +26 | New |
| Stuart Chaussee & Associates, Inc. | 28 | $6.52K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 29 | $6.76K | 0.00% | −18−38.3% | Reduced |
| Dunhill Financial, LLC | 29 | $6.82K | 0.01% | +29 | New |
| REAP Financial Group, LLC | 29 | $6.82K | 0.00% | +29 | New |
| JDM Financial Group LLC | 30 | $6.99K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 33 | $8.00K | 0.00% | −13−28.3% | Reduced |
| Keener Financial Planning LLC | 33 | $8.00K | 0.01% | +33 | New |
| Long Island Wealth Management, Inc. | 33 | $8.00K | 0.01% | +33 | New |
| Highline Wealth Partners LLC | 37 | $8.62K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 39 | $9.09K | 0.00% | −100−71.9% | Reduced |
| Syntax Research, Inc. | 39 | $9.09K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 49 | $11.4K | 2.48% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 49 | $11.4K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 54 | $12.5K | 0.01% | +54 | New |
| VisionPoint Advisory Group, LLC | 57 | $13.1K | 0.00% | −180−75.9% | Reduced |
| Providence Capital Advisors, LLC | 60 | $14.0K | 0.00% | −147−71.0% | Reduced |
| VitalStone Financial, LLC | 58 | $14.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 61 | $14.2K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 63 | $14.7K | 0.00% | +63 | New |
| University of Texas/Texas Am Investment Managment Co | 66 | $15.4K | 0.00% | +66 | New |
| LFA - Lugano Financial Advisors SA | 67 | $15.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $16.2K | 0.01% | +4+6.1% | Added |
| Legend Financial Advisors, Inc. | 74 | $17.2K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 77 | $17.9K | 0.00% | +77 | New |
| Bollard Group LLC | 75 | $18.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $18.6K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 82 | $19.1K | 0.03% | +82 | New |
| Hexagon Capital Partners LLC | 86 | $20.0K | 0.00% | −26−23.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 84 | $20.1K | 0.00% | −2−2.3% | Reduced |
| PFS Partners, LLC | 86 | $20.1K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 89 | $20.7K | 0.01% | −18−16.8% | Reduced |
| Northwest Financial Advisors | 90 | $20.9K | 0.02% | +90 | New |
| Beacon Capital Management, LLC | 87 | $20.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 93 | $21.7K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 94 | $22.0K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 109 | $23.0K | 0.00% | −1−0.9% | Reduced |
| Timber Creek Capital Management LLC | 100 | $23.3K | 0.01% | −100−50.0% | Reduced |
| Barrett & Company, Inc. | 100 | $23.3K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $23.3K | 0.01% | +100 | New |
| GoalVest Advisory LLC | 106 | $24.7K | 0.01% | −3−2.8% | Reduced |
| Semmax Financial Advisors Inc. | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 109 | $25.5K | 0.02% | +109 | New |
| Stephens Consulting, LLC | 110 | $25.5K | 0.01% | +1+0.9% | Added |
| Custom Portfolio Group LLC | 111 | $26.0K | 0.02% | +111 | New |
| Institutional & Family Asset Management, LLC | 118 | $27.5K | 0.00% | −59−33.3% | Reduced |
| Financial Management Professionals, Inc. | 122 | $28.0K | 0.00% | −37−23.3% | Reduced |
| State of Wyoming | 122 | $28.4K | 0.01% | −134−52.3% | Reduced |
| Aspect Partners, LLC | 122 | $28.4K | 0.02% | +122 | New |
| Centerpoint Advisors, LLC | 125 | $29.0K | 0.01% | −38−23.3% | Reduced |
| Estabrook Capital Management | 125 | $29.1K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 127 | $29.8K | 0.01% | +19+17.6% | Added |
| Robinswood Financial LLC | 131 | $30.5K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 135 | $31.6K | 0.02% | −284−67.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 136 | $31.7K | 0.01% | −6−4.2% | Reduced |
| GW&K Investment Management, LLC | 138 | $32.0K | 0.00% | −6−4.2% | Reduced |
| Coppell Advisory Solutions LLC | 139 | $32.4K | 0.01% | +1+0.7% | Added |
| Tfo-TDC, LLC | 139 | $32.4K | 0.01% | −3−2.1% | Reduced |
| Strategic Investment Solutions, Inc. | 139 | $32.4K | 0.01% | +139 | New |
| Pathway Financial Advisers, LLC | 144 | $33.5K | 0.01% | +1+0.7% | Added |
| NewSquare Capital LLC | 146 | $34.0K | 0.00% | −2,250−93.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 149 | $34.8K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 150 | $34.9K | 0.03% | +150 | New |
| Westside Investment Management, Inc. | 165 | $38.4K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 167 | $38.9K | 0.01% | +167 | New |
| Colonial Trust Advisors | 167 | $38.9K | 0.00% | −84−33.5% | Reduced |
| Cedar Wealth Management, LLC | 167 | $38.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 171 | $40.0K | 0.02% | −2−1.2% | Reduced |
| Main Street Group, LTD | 174 | $40.7K | 0.01% | +174 | New |
| Evolution Advisers, Inc. | 176 | $41.0K | 0.03% | +176 | New |
