| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Y.D. More Investments Ltd | 11 | $11 | 0.00% | +4+57.1% | Added |
| Vermillion Wealth Management, Inc. | 1 | $168 | 0.00% | −18−94.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1 | $200 | 0.00% | +1 | New |
| Parallax Volatility Advisers, L.P. | 1 | $293 | 0.00% | −139−99.3% | Reduced |
| Stone House Investment Management, LLC | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 1 | $293 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 1 | $294 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $294 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $294 | 0.00% | +1 | New |
| Kozak & Associates, Inc. | 2 | $503 | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2 | $586 | 0.00% | −628−99.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $586 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $880 | 0.00% | 00.0% | Unchanged |
| City State Bank | 3 | $880 | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 4 | $1.17K | 0.00% | −6−60.0% | Reduced |
| Dunhill Financial, LLC | 5 | $1.75K | 0.00% | −2−28.6% | Reduced |
| Trust Co | 6 | $1.76K | 0.00% | −3,285−99.8% | Reduced |
| Davis Capital Management | 6 | $1.76K | 0.00% | +4+200.0% | Added |
| Quaker Wealth Management, LLC | 6 | $1.76K | 0.00% | +2+50.0% | Added |
| PayPay Securities Corp | 7 | $2.05K | 0.08% | −1−12.5% | Reduced |
| Lodestone Wealth Management LLC | 7 | $2.05K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 7 | $2.05K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 7 | $2.05K | 0.00% | +7 | New |
| Hurley Capital, LLC | 7 | $2.10K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 8 | $2.25K | 0.00% | +8 | New |
| Sunrise Financial Services, LLC | 8 | $2.35K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 8 | $2.35K | 0.00% | +2+33.3% | Added |
| Markowski Investments | 8 | $2.35K | 0.00% | +8 | New |
| Armstrong Advisory Group, Inc | 8 | $2.35K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 9 | $2.64K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 10 | $2.93K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 10 | $2.93K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $2.93K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $2.93K | 0.00% | +2+25.0% | Added |
| Provenance Wealth Advisors, LLC | 10 | $2.93K | 0.00% | +10 | New |
| Activest Wealth Management | 11 | $3.23K | 0.00% | −52−82.5% | Reduced |
| Burk Holdings LLC | 11 | $3.23K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 11 | $3.23K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $3.23K | 0.00% | +6+120.0% | Added |
| Buck Wealth Strategies, LLC | 11 | $3.23K | 0.00% | +11 | New |
| Sawyer & Company, Inc | 12 | $3.52K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12 | $3.52K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $3.52K | 0.00% | +12 | New |
| HHM Wealth Advisors, LLC | 12 | $3.52K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 13 | $3.81K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 13 | $3.81K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 13 | $3.96K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 15 | $4.40K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 15 | $4.51K | 0.00% | −2−11.8% | Reduced |
| Principia Wealth Advisory, LLC | 16 | $4.69K | 0.00% | +4+33.3% | Added |
| Founders Capital Management | 17 | $4.98K | 0.00% | −11,791−99.9% | Reduced |
| Imprint Wealth LLC | 17 | $4.98K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $4.98K | 0.00% | +9+112.5% | Added |
| Penserra Capital Management LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 18 | $5.28K | 0.00% | −10−35.7% | Reduced |
| Rakuten Securities, Inc. | 18 | $5.28K | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 18 | $5.34K | 0.00% | +6+50.0% | Added |
| Capula Management Ltd | 19 | $5.57K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 20 | $5.86K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 20 | $5.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $6.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 22 | $6.45K | 0.00% | −2−8.3% | Reduced |
| Arlington Trust Co LLC | 22 | $6.45K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $6.45K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 23 | $6.74K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 24 | $7.04K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 25 | $7.33K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 25 | $7.33K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 25 | $7.33K | 0.00% | +12+92.3% | Added |
| Cornerstone Financial Management LLC | 25 | $7.33K | 0.01% | +17+212.5% | Added |
| LGT Financial Advisors LLC | 25 | $7.42K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $7.92K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 28 | $8.21K | 0.00% | −11−28.2% | Reduced |
| Frazier Financial Advisors, LLC | 28 | $8.21K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 29 | $8.50K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 29 | $8.50K | 0.00% | −3−9.4% | Reduced |
| Dogwood Wealth Management LLC | 29 | $8.50K | 0.00% | +9+45.0% | Added |
| Synergy Investment Management, LLC | 30 | $8.81K | 0.00% | +11+57.9% | Added |
| Whipplewood Advisors, LLC | 32 | $9.38K | 0.01% | −40−55.6% | Reduced |
| Security National Bank of So Dak | 32 | $9.38K | 0.00% | +32 | New |
| LifeSteps Financial, Inc. | 32 | $9.38K | 0.00% | +32 | New |
| GoalVest Advisory LLC | 33 | $9.68K | 0.00% | −624−95.0% | Reduced |
| Raffa Wealth Management, LLC | 34 | $9.97K | 0.00% | +4+13.3% | Added |
| Bay Harbor Wealth Management, LLC | 34 | $9.97K | 0.00% | +6+21.4% | Added |
| Tounjian Advisory Partners, LLC | 34 | $9.98K | 0.00% | +34 | New |
| Prosperity Bancshares Inc | 35 | $10.3K | 0.01% | +2+6.1% | Added |
| IMG Wealth Management, Inc. | 35 | $10.3K | 0.01% | +5+16.7% | Added |
| Financial Consulate, Inc | 35 | $10.3K | 0.00% | +31+775.0% | Added |
| Regatta Research & Money Management | 36 | $10.4K | 0.01% | +36 | New |
| Front Row Advisors LLC | 34 | $10.5K | 0.00% | 00.0% | Unchanged |
| 1248 Management, LLC | 36 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 36 | $10.6K | 0.00% | +8+28.6% | Added |
| Barnes Dennig Private Wealth Management LLC | 37 | $10.8K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 37 | $10.9K | 0.00% | −12−24.5% | Reduced |
| Community Financial Services Group, LLC | 36 | $11.0K | 0.00% | +30+500.0% | Added |
| Delta Asset Management LLC | 38 | $11.1K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 38 | $11.1K | 0.00% | 00.0% | Unchanged |