| Curio Wealth, LLC | 1 | $211 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 2 | $423 | 0.00% | −3−60.0% | Reduced |
| Arcadia Investment Management Corp | 2 | $423 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $423 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $423 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $423 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $423 | 0.00% | +2 | New |
| Hamrick Investment Counsel, llc | 2 | $423 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $423 | 0.00% | +2 | New |
| MBM Wealth Consultants, LLC | 2 | $494 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $634 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 3 | $634 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 4 | $845 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 4 | $845 | 0.00% | +4 | New |
| Sankala Group LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $1.27K | 0.00% | −1−14.3% | Reduced |
| WestEnd Advisors, LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 7 | $1.51K | 0.00% | −205−96.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 8 | $1.69K | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 9 | $1.90K | 0.00% | −432−98.0% | Reduced |
| TFC Financial Management | 9 | $1.90K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $1.90K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 11 | $2.32K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 11 | $2.33K | 0.00% | +11 | New |
| Clark Wealth Partners | 13 | $2.75K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 14 | $2.96K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 15 | $3.17K | 0.00% | +15 | New |
| Investors Portfolio Services LLC | 16 | $3.17K | 0.00% | +8+100.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 16 | $3.38K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $3.38K | 0.00% | +5+45.5% | Added |
| Carolina Wealth Advisors, LLC | 17 | $3.59K | 0.00% | −8,953−99.8% | Reduced |
| DecisionPoint Financial, LLC | 17 | $3.59K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 17 | $3.59K | 0.00% | +17 | New |
| Front Row Advisors LLC | 18 | $3.84K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 19 | $4.01K | 0.00% | −40−67.8% | Reduced |
| High Note Wealth, LLC | 19 | $4.01K | 0.00% | +5+35.7% | Added |
| Paladin Partners, LLC | 20 | $4.23K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 20 | $4.23K | 0.00% | −15−42.9% | Reduced |
| Rakuten Securities, Inc. | 21 | $4.44K | 0.00% | −2−8.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 21 | $4.44K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 22 | $4.65K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 22 | $4.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $5.07K | 0.00% | +5+26.3% | Added |
| Albion Financial Group | 24 | $5.07K | 0.00% | +24 | New |
| Tower View Investment Management & Research LLC | 25 | $5.37K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $5.49K | 0.00% | +1+4.0% | Added |
| Legacy Wealth Managment, LLC | 27 | $5.71K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 27 | $5.72K | 0.00% | +27 | New |
| Field & Main Bank | 30 | $6.34K | 0.00% | −10−25.0% | Reduced |
| IMG Wealth Management, Inc. | 30 | $6.34K | 0.00% | +26+650.0% | Added |
| Country Trust Bank | 31 | $6.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 32 | $6.76K | 0.00% | +4+14.3% | Added |
| Retirement Wealth Solutions LLC | 32 | $6.76K | 0.00% | +5+18.5% | Added |
| Chilton Capital Management LLC | 33 | $6.97K | 0.00% | +10+43.5% | Added |
| DiNuzzo Private Wealth, Inc. | 34 | $7.18K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 34 | $7.18K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $7.39K | 0.00% | +9+34.6% | Added |
| Accent Capital Management, LLC | 35 | $7.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $7.40K | 0.00% | +35 | New |
| Golden State Wealth Management, LLC | 36 | $7.61K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 39 | $8.24K | 0.00% | −915−95.9% | Reduced |
| Raffa Wealth Management, LLC | 39 | $8.24K | 0.00% | +1+2.6% | Added |
| Burk Holdings LLC | 40 | $8.45K | 0.00% | +40 | New |
| ZRC Wealth Management, LLC | 40 | $8.45K | 0.00% | +15+60.0% | Added |
| Triumph Capital Management | 41 | $8.66K | 0.00% | +27+192.9% | Added |
| MidFirst Bank | 43 | $9.09K | 0.00% | +43 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 43 | $9.12K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 44 | $9.30K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 45 | $9.51K | 0.00% | +19+73.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 45 | $9.51K | 0.00% | +43+2,150.0% | Added |
| Maseco LLP | 45 | $9.57K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 47 | $9.93K | 0.00% | +29+161.1% | Added |
| Hazlett, Burt & Watson, Inc. | 51 | $10.0K | 0.00% | +3+6.3% | Added |
| Boreal Capital Management LLC | 48 | $10.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 48 | $10.2K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 49 | $10.4K | 0.01% | 00.0% | Unchanged |
| Bravera Wealth | 50 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 50 | $10.6K | 0.01% | +12+31.6% | Added |
| Ares Financial Consulting, LLC | 50 | $10.6K | 0.01% | +32+177.8% | Added |
| Leonteq Securities AG | 52 | $11.0K | 0.00% | −53−50.5% | Reduced |
| Activest Wealth Management | 53 | $11.2K | 0.00% | −5−8.6% | Reduced |
| Park Place Capital Corp | 54 | $11.4K | 0.00% | +10+22.7% | Added |
| Hughes Financial Services, LLC | 58 | $12.3K | 0.00% | +1+1.8% | Added |
| UMA Financial Services, Inc. | 58 | $12.3K | 0.00% | +29+100.0% | Added |
| Cedar Mountain Advisors, LLC | 58 | $12.3K | 0.00% | +48+480.0% | Added |
| Aventus Investment Advisors, Inc. | 60 | $12.7K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 62 | $13.1K | 0.01% | +25+67.6% | Added |
| True Wealth Design, LLC | 63 | $13.3K | 0.00% | +41+186.4% | Added |
| Glen Eagle Advisors, LLC | 64 | $13.6K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 65 | $13.8K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 69 | $14.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 67 | $14.2K | 0.00% | +18+36.7% | Added |
| Richardson Financial Services Inc. | 68 | $14.4K | 0.01% | +6+9.7% | Added |
| Capital & Planning, LLC | 75 | $15.7K | 0.01% | +75 | New |