| USA Financial Portformulas Corp | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $280 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $281 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $560 | 0.00% | −14−87.5% | Reduced |
| Sunbelt Securities, Inc. | 2 | $560 | 0.00% | −2−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $560 | 0.00% | −1−33.3% | Reduced |
| First Command Advisory Services, Inc. | 2 | $560 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $561 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $840 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $841 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $841 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $841 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 3 | $841 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $841 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $841 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 3 | $854 | 0.00% | −2−40.0% | Reduced |
| Valley National Advisers Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4 | $1.12K | 0.00% | −3,440−99.9% | Reduced |
| Bogart Wealth, LLC | 4 | $1.12K | 0.00% | +4 | New |
| Golden State Wealth Management, LLC | 4 | $1.12K | 0.00% | −127−96.9% | Reduced |
| First Horizon Corp | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 6 | $1.68K | 0.01% | −4−40.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.85K | 0.00% | +5+500.0% | Added |
| Park Square Financial Group, LLC | 7 | $1.96K | 0.01% | −30−81.1% | Reduced |
| North Star Investment Management Corp. | 7 | $1.96K | 0.00% | +7 | New |
| Cassaday & Co Wealth Management LLC | 7 | $1.96K | 0.00% | +7 | New |
| Twin Peaks Wealth Advisors, LLC | 7 | $1.96K | 0.00% | +7 | New |
| Plante Moran Financial Advisors, LLC | 8 | $2.24K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 8 | $2.24K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 10 | $2.80K | 0.00% | +10 | New |
| United Financial Planning Group LLC | 10 | $2.80K | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 11 | $3.08K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $3.20K | 0.00% | −3−20.0% | Reduced |
| Atlantic Trust, LLC | 12 | $3.36K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 12 | $3.36K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 12 | $3.36K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $3.36K | 0.00% | +4+50.0% | Added |
| MidFirst Bank | 12 | $3.36K | 0.00% | +12 | New |
| Torren Management, LLC | 13 | $3.64K | 0.00% | −96−88.1% | Reduced |
| IMA Wealth, Inc. | 14 | $3.92K | 0.00% | −3−17.6% | Reduced |
| High Note Wealth, LLC | 14 | $3.92K | 0.00% | +1+7.7% | Added |
| Innovative Asset Advisors Group, LLC | 15 | $4.20K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 16 | $4.48K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $4.48K | 0.00% | +7+77.8% | Added |
| Brown, Lisle/Cummings, Inc. | 16 | $4.48K | 0.00% | +16 | New |
| Cedar Mountain Advisors, LLC | 16 | $4.48K | 0.00% | +16 | New |
| Itau Unibanco Holding S.A. | 17 | $4.76K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 18 | $5.04K | 0.00% | +18 | New |
| Strategic Wealth Partners, Ltd. | 19 | $5.32K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 19 | $5.32K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 20 | $5.60K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 20 | $5.61K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $5.61K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 21 | $5.88K | 0.00% | +21 | New |
| Ritter Daniher Financial Advisory LLC | 22 | $6.17K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 22 | $6.18K | 0.00% | −42−65.6% | Reduced |
| Plato Investment Management Ltd | 23 | $6.45K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 24 | $6.72K | 0.00% | +24 | New |
| Centerpoint Advisors, LLC | 24 | $7.00K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 25 | $7.01K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 26 | $7.08K | 0.00% | +7+36.8% | Added |
| Sachetta, LLC | 27 | $7.57K | 0.00% | +22+440.0% | Added |
| Highline Wealth Partners LLC | 27 | $7.57K | 0.00% | +27 | New |
| Basepoint Wealth LLC | 28 | $7.85K | 0.00% | −15−34.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 28 | $7.85K | 0.00% | +1+3.7% | Added |
| Frazier Financial Advisors, LLC | 28 | $7.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $8.13K | 0.00% | −125−81.2% | Reduced |
| CVA Family Office, LLC | 31 | $8.69K | 0.00% | +24+342.9% | Added |
| Financial Life Planners | 32 | $8.92K | 0.01% | +32 | New |
| Creative Financial Designs Inc | 36 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $11.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 40 | $11.2K | 0.00% | +6+17.6% | Added |
| Main Street Group, LTD | 40 | $11.2K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 42 | $11.8K | 0.00% | −1−2.3% | Reduced |
| Smartleaf Asset Management LLC | 50 | $13.6K | 0.00% | −42−45.7% | Reduced |
| ZRC Wealth Management, LLC | 49 | $13.7K | 0.00% | +44+880.0% | Added |
| Harbor Investment Advisory, LLC | 51 | $14.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 51 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 52 | $14.6K | 0.02% | +52 | New |
| Atlas Capital Advisors LLC | 57 | $16.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 57 | $16.0K | 0.00% | +57 | New |
| Massmutual Trust Co FSB | 58 | $16.3K | 0.00% | +14+31.8% | Added |
| Huntington National Bank | 62 | $17.4K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 62 | $17.4K | 0.00% | +4+6.9% | Added |
| Walleye Trading LLC | 62 | $17.4K | 0.00% | +62 | New |
| Larson Financial Group LLC | 64 | $17.9K | 0.00% | +9+16.4% | Added |
| Basecamp Wealth Advisors LLC | 67 | $18.8K | 0.00% | +18+36.7% | Added |
| Richardson Financial Services Inc. | 68 | $19.1K | 0.01% | −49−41.9% | Reduced |
| Central Trust Co | 70 | $19.6K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 74 | $20.7K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 75 | $21.0K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 75 | $21.0K | 0.01% | 00.0% | Unchanged |