| Penserra Capital Management LLC | 27 | $0 | 0.00% | −12−30.8% | Reduced |
| Acadian Asset Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1 | $13 | 0.00% | −107−99.1% | Reduced |
| Rakuten Securities, Inc. | 1 | $26 | 0.00% | −4−80.0% | Reduced |
| Seneschal Advisors, LLC | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $104 | 0.00% | −13−76.5% | Reduced |
| 1015 Capital Partners, LLC | 4 | $104 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $130 | 0.00% | −5−50.0% | Reduced |
| American Capital Advisory, LLC | 6 | $157 | 0.00% | +2+50.0% | Added |
| WestEnd Advisors, LLC | 7 | $182 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $186 | 0.00% | −26−78.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $235 | 0.00% | −2−18.2% | Reduced |
| HFM Investment Advisors, LLC | 9 | $235 | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $261 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $276 | 0.00% | +7+175.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $315 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $341 | 0.00% | +5+62.5% | Added |
| Key Capital Management, INC | 15 | $391 | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 15 | $395 | 0.00% | −57−79.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 16 | $417 | 0.00% | −734−97.9% | Reduced |
| North Star Investment Management Corp. | 17 | $443 | 0.00% | +17 | New |
| Quaker Wealth Management, LLC | 18 | $470 | 0.00% | −1−5.3% | Reduced |
| ORG Partners LLC | 19 | $494 | 0.00% | −12,473−99.8% | Reduced |
| Aspect Partners, LLC | 19 | $495 | 0.00% | +19 | New |
| Atlantic Union Bankshares Corp | 19 | $496 | 0.00% | −4,631−99.6% | Reduced |
| Costello Asset Management, INC | 19 | $502 | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 20 | $522 | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 20 | $528 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 21 | $553 | 0.00% | −94−81.7% | Reduced |
| Key Financial Inc | 22 | $573 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 22 | $573 | 0.00% | +22 | New |
| Sunbelt Securities, Inc. | 24 | $625 | 0.00% | −76−76.0% | Reduced |
| Pillar Financial Advisors, LLC | 25 | $652 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 26 | $684 | 0.00% | +26 | New |
| AdvisorNet Financial, Inc | 27 | $709 | 0.00% | +2+8.0% | Added |
| Wealth Watch Advisors, INC | 28 | $730 | 0.00% | +14+100.0% | Added |
| ZRC Wealth Management, LLC | 31 | $808 | 0.00% | −42−57.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 31 | $808 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 32 | $834 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 32 | $834 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 35 | $912 | 0.00% | +35 | New |
| UMA Financial Services, Inc. | 35 | $913 | 0.00% | +17+94.4% | Added |
| Truvestments Capital LLC | 37 | $974 | 0.00% | −18,541−99.8% | Reduced |
| Howard Hughes Medical Institute | 38 | $990 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 53 | $1.00K | 0.00% | +3+6.0% | Added |
| Raffa Wealth Management, LLC | 41 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 41 | $1.07K | 0.00% | +41 | New |
| Principia Wealth Advisory, LLC | 42 | $1.09K | 0.00% | +1+2.4% | Added |
| Godsey & Gibb Associates | 44 | $1.15K | 0.00% | +44 | New |
| Grove Bank & Trust | 46 | $1.20K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 47 | $1.23K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 52 | $1.36K | 0.00% | +52 | New |
| Three Bearings Fiduciary Advisors, Inc. | 50 | $1.37K | 0.00% | +50 | New |
| Legacy Bridge, LLC | 54 | $1.41K | 0.00% | +54 | New |
| Rocky Mountain Advisers, LLC | 55 | $1.43K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 57 | $1.49K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 62 | $1.61K | 0.00% | +62 | New |
| Keating Financial Advisory Services, Inc. | 64 | $1.67K | 0.00% | +64 | New |
| Kohmann Bosshard Financial Services, LLC | 68 | $1.77K | 0.00% | +68 | New |
| Cape Investment Advisory, Inc. | 70 | $1.83K | 0.00% | +70 | New |
| J.Safra Asset Management Corp | 75 | $1.96K | 0.00% | +75 | New |
| Kilter Group LLC | 81 | $2.11K | 0.00% | +28+52.8% | Added |
| MV Capital Management, Inc. | 83 | $2.16K | 0.00% | −3−3.5% | Reduced |
| Bogart Wealth, LLC | 86 | $2.24K | 0.00% | +18+26.5% | Added |
| Harbor Investment Advisory, LLC | 90 | $2.35K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 95 | $2.48K | 0.00% | +71+295.8% | Added |
| Financial Network Wealth Advisors LLC | 101 | $2.63K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 102 | $2.66K | 0.00% | +56+121.7% | Added |
| Farmers & Merchants Investments Inc | 107 | $2.79K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 109 | $2.84K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 133 | $3.47K | 0.00% | −13−8.9% | Reduced |
| CoreCap Advisors, LLC | 137 | $3.57K | 0.00% | −58−29.7% | Reduced |
| Bell Investment Advisors, Inc | 144 | $3.75K | 0.00% | +90+166.7% | Added |
| JNBA Financial Advisors | 147 | $3.83K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 147 | $3.86K | 0.00% | −2,606−94.7% | Reduced |
| Private Wealth Asset Management, LLC | 150 | $3.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 137 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 143 | $4.00K | 0.00% | +143 | New |
| Pinnacle Bancorp, Inc. | 160 | $4.17K | 0.00% | +93+138.8% | Added |
| Manchester Capital Management LLC | 182 | $4.74K | 0.00% | +21+13.0% | Added |
| HM Payson & Co | 187 | $4.87K | 0.00% | −18−8.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 200 | $5.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 210 | $5.48K | 0.00% | +1+0.5% | Added |
| Country Trust Bank | 219 | $5.71K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 238 | $6.00K | 0.00% | −241−50.3% | Reduced |
| Ogorek Anthony Joseph | 231 | $6.00K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 239 | $6.23K | 0.00% | +239 | New |
| Ares Financial Consulting, LLC | 240 | $6.25K | 0.01% | +240 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 257 | $6.70K | 0.01% | +37+16.8% | Added |
| Clear Street Markets LLC | 262 | $6.83K | 0.00% | −42−13.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 265 | $6.91K | 0.01% | −265−50.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 273 | $7.11K | 0.00% | +273 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $7.87K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 305 | $7.95K | 0.00% | −130−29.9% | Reduced |
| Kentucky Trust Co | 317 | $8.26K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 325 | $8.47K | 0.00% | −99−23.3% | Reduced |
| First Horizon Corp | 342 | $8.91K | 0.00% | −33−8.8% | Reduced |
| Elyxium Wealth, LLC | 349 | $9.10K | 0.00% | +349 | New |
| Basecamp Wealth Advisors LLC | 352 | $9.17K | 0.00% | +352 | New |