| NVWM, LLC | 1 | $157 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $157 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $314 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $314 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $361 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 3 | $471 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 3 | $471 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $471 | 0.00% | +3 | New |
| Logan Capital Management Inc | 4 | $628 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $628 | 0.00% | +1+33.3% | Added |
| First Pacific Financial | 4 | $628 | 0.00% | +4 | New |
| Aspect Partners, LLC | 5 | $785 | 0.00% | −2−28.6% | Reduced |
| Redwood Park Advisors LLC | 5 | $785 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 5 | $785 | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 5 | $785 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $942 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $942 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $1.10K | 0.00% | −3−30.0% | Reduced |
| HFM Investment Advisors, LLC | 7 | $1.10K | 0.00% | +2+40.0% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $1.26K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.26K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $1.26K | 0.00% | +8 | New |
| Winnow Wealth LLC | 8 | $1.26K | 0.00% | +8 | New |
| TFC Financial Management | 9 | $1.41K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 10 | $1.57K | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 10 | $1.57K | 0.00% | +10 | New |
| Princeton Global Asset Management LLC | 11 | $1.73K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 11 | $1.73K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 12 | $1.88K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 13 | $2.04K | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 14 | $2.20K | 0.00% | +3+27.3% | Added |
| Bay Harbor Wealth Management, LLC | 15 | $2.35K | 0.00% | +1+7.1% | Added |
| Texas Capital Bancshares Inc | 15 | $2.35K | 0.00% | +15 | New |
| Jackson, Grant Investment Advisers, Inc. | 16 | $2.51K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 16 | $2.51K | 0.01% | +16 | New |
| Rialto Wealth Management, LLC | 16 | $2.51K | 0.00% | −1−5.9% | Reduced |
| Highline Wealth Partners LLC | 17 | $2.67K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $2.67K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 17 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $2.75K | 0.00% | +3+21.4% | Added |
| Guerra Advisors Inc | 18 | $2.83K | 0.00% | +18 | New |
| Front Row Advisors LLC | 18 | $2.85K | 0.00% | −9−33.3% | Reduced |
| Park Place Capital Corp | 19 | $2.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $3.14K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21 | $3.30K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 21 | $3.30K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 22 | $3.45K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 22 | $3.45K | 0.00% | +22 | New |
| True Wealth Design, LLC | 22 | $3.45K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 23 | $3.61K | 0.00% | +23 | New |
| Tower View Investment Management & Research LLC | 25 | $3.97K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 31 | $4.00K | 0.00% | +31 | New |
| TCTC Holdings, LLC | 26 | $4.08K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 26 | $4.08K | 0.00% | +26 | New |
| Legacy Wealth Managment, LLC | 27 | $4.24K | 0.00% | −11−28.9% | Reduced |
| Sachetta, LLC | 28 | $4.39K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 30 | $4.71K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 31 | $4.87K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $5.06K | 0.00% | −1−2.9% | Reduced |
| Accent Capital Management, LLC | 35 | $5.49K | 0.00% | +35 | New |
| Golden State Wealth Management, LLC | 36 | $5.65K | 0.00% | +2+5.9% | Added |
| Strive Asset Management, LLC | 37 | $5.81K | 0.00% | +37 | New |
| Johnson Financial Group, Inc. | 38 | $5.97K | 0.00% | +23+153.3% | Added |
| UMA Financial Services, Inc. | 42 | $6.59K | 0.00% | +25+147.1% | Added |
| Grey Fox Wealth Advisors, LLC | 43 | $6.75K | 0.00% | +43 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 43 | $6.78K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 44 | $6.91K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 44 | $6.91K | 0.00% | +44 | New |
| Maseco LLP | 45 | $7.11K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 46 | $7.28K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $7.32K | 0.00% | +1+2.2% | Added |
| Boreal Capital Management LLC | 48 | $7.53K | 0.01% | +48 | New |
| Dynamic Wealth Strategies, LLC | 49 | $7.69K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 49 | $7.69K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 49 | $7.69K | 0.00% | +4+8.9% | Added |
| Field & Main Bank | 50 | $7.85K | 0.00% | +50 | New |
| Howard Hughes Medical Institute | 52 | $8.16K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $9.26K | 0.00% | +29+96.7% | Added |
| Rakuten Securities, Inc. | 62 | $9.73K | 0.00% | −68−52.3% | Reduced |
| Dunhill Financial, LLC | 62 | $9.75K | 0.00% | +1+1.6% | Added |
| Avion Wealth | 70 | $10.0K | 0.00% | −7−9.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 68 | $10.7K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 55 | $11.3K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 75 | $11.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 77 | $11.9K | 0.00% | +77 | New |
| Financial Management Professionals, Inc. | 76 | $11.9K | 0.00% | −5−6.2% | Reduced |
| AdvisorNet Financial, Inc | 76 | $11.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 77 | $12.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $12.2K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 79 | $12.4K | 0.00% | +79 | New |
| iA Global Asset Management Inc. | 83 | $13.0K | 0.00% | −23,850−99.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 81 | $13.0K | 0.00% | +81 | New |
| Prudent Man Investment Management, Inc. | 111 | $13.1K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 85 | $13.3K | 0.00% | +44+107.3% | Added |
| Roble, Belko & Company, Inc | 96 | $15.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 99 | $15.5K | 0.01% | −46−31.7% | Reduced |
| Whipplewood Advisors, LLC | 100 | $15.7K | 0.01% | −150−60.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 100 | $15.7K | 0.00% | −75−42.9% | Reduced |