| Dogwood Wealth Management LLC | 0 | $21 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 5 | $937 | 0.00% | −179−97.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $2.23K | 0.00% | −7−36.8% | Reduced |
| Davis Capital Management | 13 | $2.44K | 0.00% | +13 | New |
| BOK Financial Private Wealth, Inc. | 14 | $2.62K | 0.00% | −300−95.5% | Reduced |
| Kapitalo Investimentos Ltda | 14 | $2.62K | 0.00% | +14 | New |
| Aspect Partners, LLC | 15 | $2.81K | 0.00% | +15 | New |
| Carolina Wealth Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 19 | $3.69K | 0.18% | −16−45.7% | Reduced |
| Insight Financial Services | 20 | $3.75K | 0.00% | +20 | New |
| Lowe Wealth Advisors, LLC | 20 | $3.75K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 22 | $4.12K | 0.00% | +22 | New |
| Atwood & Palmer Inc | 23 | $4.31K | 0.00% | +5+27.8% | Added |
| First United Bank Trust | 25 | $4.68K | 0.00% | +25 | New |
| Gold Investment Management Ltd. | 25 | $4.68K | 0.00% | +25 | New |
| True Wealth Design, LLC | 25 | $4.77K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 33 | $4.80K | 0.00% | +4+13.8% | Added |
| ClariVest Asset Management LLC | 29 | $5.44K | 0.00% | +24+480.0% | Added |
| Valued Wealth Advisors LLC | 39 | $5.82K | 0.01% | +39 | New |
| Red Tortoise LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 35 | $6.56K | 0.00% | −15−30.0% | Reduced |
| O'Dell Group, LLC | 37 | $6.93K | 0.00% | +37 | New |
| Harvest Fund Management Co., Ltd | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 38 | $7.12K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 38 | $7.12K | 0.00% | +38 | New |
| Gables Capital Management Inc. | 40 | $7.49K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 40 | $7.49K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 41 | $7.68K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 42 | $7.87K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $7.90K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $7.90K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 43 | $8.06K | 0.00% | +43 | New |
| Frazier Financial Advisors, LLC | 45 | $8.43K | 0.01% | +45 | New |
| Pineridge Advisors LLC | 47 | $8.80K | 0.00% | +47 | New |
| CarsonAllaria Wealth Management, Ltd. | 47 | $8.89K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 46 | $9.00K | 0.00% | −14−23.3% | Reduced |
| Retirement Group, LLC | 50 | $9.37K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 50 | $9.37K | 0.00% | +14+38.9% | Added |
| Dunhill Financial, LLC | 53 | $9.89K | 0.01% | +53 | New |
| University of Texas/Texas Am Investment Managment Co | 53 | $9.93K | 0.00% | +53 | New |
| Long Island Wealth Management, Inc. | 52 | $10.0K | 0.01% | +52 | New |
| SJS Investment Consulting Inc. | 58 | $10.9K | 0.00% | −3−4.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 60 | $11.0K | 0.01% | +60 | New |
| Arlington Partners LLC | 64 | $12.0K | 0.00% | +64 | New |
| Winch Advisory Services, LLC | 66 | $12.4K | 0.00% | −33−33.3% | Reduced |
| Hillsdale Investment Management Inc. | 68 | $12.7K | 0.00% | −830−92.4% | Reduced |
| Beacon Capital Management, LLC | 87 | $12.9K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | – | $13.0K | 0.00% | – | – |
| Chesapeake Asset Management LLC | 71 | $13.3K | 0.01% | −132−65.0% | Reduced |
| Abich Financial Wealth Management LLC | 74 | $13.9K | 0.01% | +74 | New |
| PFS Partners, LLC | 75 | $14.1K | 0.01% | +75 | New |
| DB Wealth Management Group, LLC | 78 | $14.6K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 80 | $15.0K | 0.01% | +80 | New |
| PSI Advisors, LLC | 85 | $15.9K | 0.01% | −75−46.9% | Reduced |
| JJJ Advisors Inc. | 88 | $16.5K | 0.00% | +35+66.0% | Added |
| CGC Financial Services, LLC | 95 | $17.8K | 0.01% | +95 | New |
| Albion Financial Group | 100 | $18.7K | 0.00% | −51−33.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 101 | $18.8K | 0.01% | +101 | New |
| Granite FO LLC | 104 | $19.5K | 0.01% | −404−79.5% | Reduced |
| Hallmark Capital Management Inc | 105 | $19.7K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $19.7K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $19.7K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 108 | $20.2K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 116 | $21.7K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 126 | $23.6K | 0.02% | +126 | New |
| Nordwand Advisors, LLC | 127 | $23.8K | 0.01% | +37+41.1% | Added |
| Canton Hathaway, LLC | 130 | $24.0K | 0.01% | −400−75.5% | Reduced |
| Archer Investment Corp | 129 | $24.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 130 | $24.4K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 130 | $24.4K | 0.01% | −100−43.5% | Reduced |
| Scarborough Advisors, LLC | 132 | $24.8K | 0.01% | +132 | New |
| GPS Wealth Strategies Group, LLC | 135 | $25.3K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 143 | $26.8K | 0.00% | −160−52.8% | Reduced |
| REAP Financial Group, LLC | 144 | $27.0K | 0.01% | +144 | New |
| Resurgent Financial Advisors LLC | 145 | $27.2K | 0.02% | +145 | New |
| Tennessee Valley Asset Management Partners | 150 | $28.0K | 0.01% | +150 | New |
| BKM Wealth Management, LLC | 150 | $28.1K | 0.01% | +150 | New |
| Tradewinds Capital Management, LLC | 150 | $28.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 153 | $28.7K | 0.01% | +153 | New |
| Vermillion & White Wealth Management Group, LLC | 154 | $28.9K | 0.03% | +154 | New |
| Pacifica Partners Inc. | 170 | $29.0K | 0.01% | +170 | New |
| Tyler-Stone Wealth Management | 155 | $29.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 155 | $29.0K | 0.00% | +89+134.8% | Added |
| Custom Portfolio Group LLC | 156 | $29.2K | 0.03% | +156 | New |
| Park Place Capital Corp | 158 | $29.6K | 0.01% | −175−52.6% | Reduced |
| Rise Advisors, LLC | 160 | $30.0K | 0.02% | +1+0.6% | Added |
| WFA Asset Management Corp | 161 | $30.1K | 0.02% | +161 | New |
| Abound Wealth Management | 163 | $30.5K | 0.01% | −1−0.6% | Reduced |
| Pin Oak Investment Advisors Inc | 168 | $31.0K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 169 | $31.7K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 169 | $31.7K | 0.03% | +169 | New |
| Creekmur Asset Management LLC | 170 | $31.8K | 0.01% | +170 | New |
| Main Street Group, LTD | 171 | $32.2K | 0.01% | +171 | New |
| Semmax Financial Advisors Inc. | 161 | $33.8K | 0.01% | −1−0.6% | Reduced |
