| Bartlett & Co. Wealth Management LLC | 1 | $188 | 0.00% | −32−97.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $188 | 0.00% | −6−85.7% | Reduced |
| IMA Wealth, Inc. | 2 | $376 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $376 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $376 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $376 | 0.00% | +2 | New |
| High Note Wealth, LLC | 2 | $376 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $376 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $376 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $496 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3 | $564 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $564 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $564 | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 3 | $564 | 0.00% | +3 | New |
| ZRC Wealth Management, LLC | 3 | $564 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $564 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $564 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $594 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $752 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $938 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $940 | 0.00% | −1−16.7% | Reduced |
| Texas Capital Bancshares Inc | 5 | $940 | 0.00% | +5 | New |
| Longfellow Investment Management Co LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.32K | 0.00% | −56−88.9% | Reduced |
| Motco | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $1.32K | 0.00% | +4+133.3% | Added |
| United Community Bank | 7 | $1.32K | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 8 | $1.50K | 0.00% | +3+60.0% | Added |
| Morton Brown Family Wealth, LLC | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.88K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $2.07K | 0.00% | −508−97.9% | Reduced |
| Rosenberg Matthew Hamilton | 11 | $2.07K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 11 | $2.09K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 12 | $2.25K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 12 | $2.26K | 0.00% | +2+20.0% | Added |
| Highline Wealth Partners LLC | 12 | $2.26K | 0.00% | +3+33.3% | Added |
| Activest Wealth Management | 12 | $2.26K | 0.00% | +11+1,100.0% | Added |
| Godsey & Gibb Associates | 12 | $2.26K | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 12 | $2.26K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 13 | $2.44K | 0.00% | −9−40.9% | Reduced |
| Tortoise Investment Management, LLC | 13 | $2.44K | 0.00% | +4+44.4% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $2.44K | 0.00% | +5+62.5% | Added |
| Wealth Watch Advisors, INC | 13 | $2.44K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 13 | $2.46K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 14 | $2.62K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 14 | $2.63K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 14 | $2.63K | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 15 | $2.82K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15 | $2.82K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Salem Investment Counselors Inc | 17 | $3.20K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 17 | $3.20K | 0.00% | +2+13.3% | Added |
| GPS Wealth Strategies Group, LLC | 18 | $3.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $3.44K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 22 | $4.14K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $4.14K | 0.00% | +2+10.0% | Added |
| Atlantic Trust, LLC | 24 | $4.51K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 25 | $4.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $4.76K | 0.00% | +12+100.0% | Added |
| Horizon Financial Services, LLC | 26 | $4.89K | 0.00% | +26 | New |
| Abound Wealth Management | 26 | $4.89K | 0.00% | −3−10.3% | Reduced |
| Raffa Wealth Management, LLC | 27 | $5.08K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $5.44K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 29 | $5.45K | 0.00% | −119−80.4% | Reduced |
| Bare Financial Services, Inc | 29 | $5.45K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $5.64K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $6.20K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $6.39K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 34 | $6.40K | 0.00% | +34 | New |
| C M Bidwell & Associates Ltd | 35 | $6.58K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 36 | $6.77K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 36 | $6.77K | 0.00% | +36 | New |
| Cloud Capital Management, LLC | 40 | $7.00K | 0.00% | +40 | New |
| South State Corp. | 40 | $7.52K | 0.00% | −162−80.2% | Reduced |
| Arcadia Investment Advisors LLC | 40 | $7.52K | 0.00% | −46−53.5% | Reduced |
| IMG Wealth Management, Inc. | 40 | $7.52K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 40 | $7.52K | 0.00% | +8+25.0% | Added |
| Robinswood Financial LLC | 41 | $7.76K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 42 | $7.90K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 43 | $8.08K | 0.00% | +43 | New |
| Grove Bank & Trust | 44 | $8.27K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 44 | $8.27K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 46 | $8.65K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 46 | $8.65K | 0.00% | +45+4,500.0% | Added |
| Westend Capital Management, LLC | 47 | $8.84K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 48 | $9.02K | 0.00% | +48 | New |
| Howard Hughes Medical Institute | 49 | $9.21K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 49 | $9.21K | 0.00% | +49 | New |
| Your Advocates Ltd., LLP | 50 | $9.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $9.59K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 53 | $9.74K | 0.00% | +53 | New |
| Aspect Partners, LLC | 53 | $9.96K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 53 | $9.96K | 0.00% | +53 | New |
| DiNuzzo Private Wealth, Inc. | 54 | $9.98K | 0.00% | 00.0% | Unchanged |