| Gordian Capital Singapore Pte Ltd | 1 | $151 | 0.00% | −36−97.3% | Reduced |
| Lodestone Wealth Management LLC | 2 | $303 | 0.00% | −74−97.4% | Reduced |
| Osbon Capital Management LLC | 2 | $303 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $443 | 0.00% | +2 | New |
| Key Capital Management, INC | 3 | $454 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 4 | $605 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $756 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $756 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $757 | 0.00% | −1−16.7% | Reduced |
| CVA Family Office, LLC | 6 | $908 | 0.00% | −14−70.0% | Reduced |
| Rossby Financial, LCC | 9 | $1.40K | 0.00% | −1−10.0% | Reduced |
| Manning & Napier Advisors LLC | 11 | $1.51K | 0.00% | +10+1,000.0% | Added |
| Toth Financial Advisory Corp | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 11 | $1.66K | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 12 | $1.82K | 0.00% | +7+140.0% | Added |
| Huntington National Bank | 13 | $1.97K | 0.00% | +11+550.0% | Added |
| Trust Co | 13 | $1.97K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 15 | $2.27K | 0.00% | −94−86.2% | Reduced |
| Godfrey Financial Associates, Inc. | 15 | $2.27K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 15 | $2.27K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 17 | $2.57K | 0.00% | −49−74.2% | Reduced |
| Westfuller Advisors, LLC | 18 | $2.72K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19 | $2.87K | 0.00% | +15+375.0% | Added |
| Tradewinds Capital Management, LLC | 20 | $3.03K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 20 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 15 | $3.05K | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 21 | $3.18K | 0.00% | +21 | New |
| Cary Street Partner Investment Advisory LLC | 23 | $3.48K | 0.00% | +23 | New |
| BankPlus Trust Department | 25 | $3.78K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 25 | $3.78K | 0.00% | +25 | New |
| Dogwood Wealth Management LLC | 25 | $3.78K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 25 | $3.78K | 0.00% | +1+4.2% | Added |
| Quest 10 Wealth Builders, Inc. | 27 | $4.08K | 0.00% | +9+50.0% | Added |
| Bank of Jackson Hole Trust | 27 | $4.08K | 0.00% | +10+58.8% | Added |
| Nisa Investment Advisors, LLC | 27 | $4.08K | 0.00% | +27 | New |
| Mosley Wealth Management | 30 | $4.25K | 0.00% | +30 | New |
| Aspect Partners, LLC | 29 | $4.39K | 0.00% | +2+7.4% | Added |
| Investors Research Corp | 30 | $4.54K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $4.54K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 30 | $4.54K | 0.00% | +10+50.0% | Added |
| My Portfolio Guide, LLC | 30 | $4.54K | 0.00% | +30 | New |
| JDM Financial Group LLC | 34 | $5.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 35 | $5.29K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 35 | $5.29K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 36 | $5.45K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 39 | $5.90K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $6.05K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 40 | $6.05K | 0.00% | +40 | New |
| Pinney & Scofield, Inc. | 40 | $6.05K | 0.00% | +40 | New |
| Vision Retirement, LLC | 42 | $6.35K | 0.00% | −25−37.3% | Reduced |
| Nemes Rush Group LLC | 44 | $6.66K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 44 | $6.66K | 0.00% | +44 | New |
| PayPay Securities Corp | 45 | $7.30K | 0.25% | −27−37.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 50 | $7.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $7.71K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 52 | $7.87K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 53 | $8.02K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 53 | $8.02K | 0.00% | +45+562.5% | Added |
| Bullock Wealth Management Group | 53 | $8.22K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 56 | $8.47K | 0.00% | −1,000−94.7% | Reduced |
| Tompkins Financial Corp | 60 | $9.08K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 60 | $9.08K | 0.00% | +34+130.8% | Added |
| Rachor Investment Advisory Services, LLC | 61 | $9.23K | 0.00% | +5+8.9% | Added |
| Ravenstone Capital Management Inc. | 65 | $9.83K | 0.00% | +65 | New |
| Capital Analysts, LLC | 66 | $10.0K | 0.00% | +1+1.5% | Added |
| Hilltop National Bank | 67 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 70 | $10.6K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 70 | $10.6K | 0.01% | +70 | New |
| Wealth Enhancement Trust Services, Inc. | 71 | $10.7K | 0.00% | +71 | New |
| Delos Wealth Advisors, LLC | 75 | $11.3K | 0.01% | +75 | New |
| Bayforest Capital Ltd | 78 | $11.8K | 0.01% | +78 | New |
| HM Payson & Co | 79 | $12.0K | 0.00% | +79 | New |
| Bear Mountain Capital, Inc. | 75 | $13.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 96 | $14.5K | 0.00% | +96 | New |
| Centerpoint Advisors, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $15.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $15.1K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $15.1K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $15.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 100 | $15.1K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 100 | $15.1K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $15.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $15.1K | 0.00% | +100 | New |
| SWAN Capital LLC | 102 | $15.4K | 0.01% | +2+2.0% | Added |
| Catalyst Capital Advisors LLC | 105 | $15.9K | 0.00% | +54+105.9% | Added |
| Close Asset Management Ltd | 110 | $17.0K | 0.00% | −61−35.7% | Reduced |
| Bessemer Group Inc | 110 | $17.0K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 124 | $18.8K | 0.00% | −50−28.7% | Reduced |
| FWL Investment Management, LLC | 125 | $18.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 131 | $19.8K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 135 | $20.4K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 136 | $20.6K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 146 | $22.1K | 0.00% | +146 | New |
| Colonial Trust Advisors | 147 | $22.2K | 0.00% | +80+119.4% | Added |
| Harbor Investment Advisory, LLC | 150 | $22.7K | 0.00% | 00.0% | Unchanged |