| Y.D. More Investments Ltd | 73 | $77 | 0.00% | +73 | New |
| Cape Investment Advisory, Inc. | 1 | $351 | 0.00% | −17−94.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $351 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $351 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $351 | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $352 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $352 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $352 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $573 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $703 | 0.00% | −1−33.3% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $703 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $703 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $703 | 0.00% | +2 | New |
| Stone House Investment Management, LLC | 2 | $703 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $703 | 0.00% | +2 | New |
| Global Wealth Strategies & Associates | 2 | $703 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $703 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $971 | 0.00% | +3 | New |
| Cherry Tree Wealth Management, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $1.05K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $1.06K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 4 | $1.41K | 0.00% | −33−89.2% | Reduced |
| Pineridge Advisors LLC | 4 | $1.41K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 4 | $1.41K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 5 | $1.76K | 0.00% | −3−37.5% | Reduced |
| Core Alternative Capital | 5 | $1.76K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 5 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $1.76K | 0.00% | +5 | New |
| PayPay Securities Corp | 5 | $1.87K | 0.07% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $2.11K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 7 | $2.46K | 0.00% | −5−41.7% | Reduced |
| TFC Financial Management | 7 | $2.46K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7 | $2.46K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 7 | $2.46K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 7 | $2.46K | 0.01% | +7 | New |
| Winnow Wealth LLC | 7 | $2.46K | 0.00% | +7 | New |
| Painted Porch Advisors LLC | 8 | $2.81K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 8 | $2.81K | 0.00% | +8 | New |
| Colonial Trust Co | 9 | $3.16K | 0.00% | −40−81.6% | Reduced |
| Roxbury Financial LLC | 9 | $3.16K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 9 | $3.16K | 0.00% | +9 | New |
| Sellwood Investment Partners LLC | 9 | $3.16K | 0.00% | +9 | New |
| Proffitt & Goodson Inc | 9 | $3.16K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $3.51K | 0.00% | +2+25.0% | Added |
| Minot DeBlois Advisors LLC | 10 | $3.51K | 0.00% | −5−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 10 | $3.51K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $3.51K | 0.00% | +3+42.9% | Added |
| Hartford Financial Management Inc. | 12 | $4.22K | 0.00% | −6−33.3% | Reduced |
| Hughes Financial Services, LLC | 13 | $4.28K | 0.00% | −1−7.1% | Reduced |
| Tortoise Investment Management, LLC | 13 | $4.57K | 0.00% | +2+18.2% | Added |
| Bogart Wealth, LLC | 13 | $4.57K | 0.00% | +5+62.5% | Added |
| ORG Wealth Partners, LLC | 14 | $4.92K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 14 | $4.92K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $4.92K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 14 | $4.92K | 0.00% | +14 | New |
| Corsicana & Co. | 14 | $4.92K | 0.00% | +14 | New |
| Pathway Financial Advisers, LLC | 14 | $4.92K | 0.00% | +14 | New |
| HM Payson & Co | 15 | $5.27K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 16 | $5.62K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 16 | $5.62K | 0.00% | +9+128.6% | Added |
| Strategic Wealth Partners, Ltd. | 17 | $5.97K | 0.00% | −3,103−99.5% | Reduced |
| Vermillion Wealth Management, Inc. | 17 | $5.97K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 18 | $6.32K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 18 | $6.32K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18 | $6.32K | 0.00% | +2+12.5% | Added |
| Solstein Capital, LLC | 19 | $6.67K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 19 | $6.67K | 0.00% | +19 | New |
| Centerpoint Advisors, LLC | 20 | $7.00K | 0.00% | +20 | New |
| Aspect Partners, LLC | 20 | $7.03K | 0.00% | +4+25.0% | Added |
| First United Bank Trust | 20 | $7.03K | 0.00% | +20 | New |
| WealthCollab, LLC | 20 | $7.03K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 21 | $7.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $7.38K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 22 | $7.73K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 23 | $8.08K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 23 | $8.08K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 23 | $8.08K | 0.00% | +23 | New |
| Glen Eagle Advisors, LLC | 24 | $8.43K | 0.00% | +14+140.0% | Added |
| Clark Wealth Partners | 28 | $8.75K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 25 | $8.78K | 0.00% | +25 | New |
| Chilton Capital Management LLC | 25 | $8.78K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 25 | $8.78K | 0.00% | +1+4.2% | Added |
| Horizon Financial Services, LLC | 25 | $8.78K | 0.00% | +13+108.3% | Added |
| Redmont Wealth Advisors LLC | 27 | $9.48K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $9.48K | 0.00% | +6+28.6% | Added |
| FSA Wealth Management LLC | 28 | $9.84K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $10.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 31 | $10.9K | 0.00% | +9+40.9% | Added |
| Legacy Wealth Managment, LLC | 31 | $10.9K | 0.00% | −5−13.9% | Reduced |
| Marquette Asset Management, LLC | 31 | $10.9K | 0.00% | +31 | New |
| United Community Bank | 32 | $11.2K | 0.00% | +8+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $11.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $12.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 36 | $12.6K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 36 | $12.6K | 0.00% | +2+5.9% | Added |
| Blue Bell Private Wealth Management, LLC | 37 | $13.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 37 | $13.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 37 | $13.0K | 0.00% | +37 | New |
| Harel Insurance Investments & Financial Services Ltd. | 37 | $13.0K | 0.00% | −17−31.5% | Reduced |