| Future Financial Wealth Managment LLC | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $275 | 0.00% | +1 | New |
| Evolution Wealth Management Inc. | 1 | $275 | 0.00% | +1 | New |
| United Financial Planning Group LLC | 1 | $275 | 0.00% | +1 | New |
| South State Corp. | 1 | $276 | 0.00% | −34−97.1% | Reduced |
| American Capital Advisory, LLC | 1 | $276 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $276 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $338 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $550 | 0.00% | −5−71.4% | Reduced |
| HFM Investment Advisors, LLC | 2 | $550 | 0.00% | −3−60.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $550 | 0.00% | −2−50.0% | Reduced |
| Key Financial Inc | 2 | $550 | 0.00% | −1−33.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 2 | $550 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 2 | $550 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $550 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2 | $550 | 0.00% | +2 | New |
| Heartwood Wealth Advisors LLC | 2 | $550 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $550 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $551 | 0.00% | −14−87.5% | Reduced |
| DecisionPoint Financial, LLC | 2 | $551 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $551 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $551 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $551 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $701 | 0.00% | −6−66.7% | Reduced |
| WestEnd Advisors, LLC | 3 | $825 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3 | $825 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3 | $825 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $825 | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3 | $825 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3 | $825 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3 | $825 | 0.00% | +3 | New |
| HHM Wealth Advisors, LLC | 3 | $826 | 0.00% | −5−62.5% | Reduced |
| Pacific Center for Financial Services | 3 | $826 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $826 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $842 | 0.00% | +2+100.0% | Added |
| PayPay Securities Corp | 3 | $955 | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| First PREMIER Bank | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4 | $1.10K | 0.00% | −8−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $1.10K | 0.00% | −3−42.9% | Reduced |
| NVWM, LLC | 4 | $1.10K | 0.00% | −1−20.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 4 | $1.10K | 0.00% | +2+100.0% | Added |
| DHJJ Financial Advisors, Ltd. | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4 | $1.10K | 0.00% | +4 | New |
| Activest Wealth Management | 5 | $1.38K | 0.00% | −12−70.6% | Reduced |
| POM Investment Strategies, LLC | 5 | $1.38K | 0.00% | +5 | New |
| Grey Fox Wealth Advisors, LLC | 5 | $1.38K | 0.00% | +5 | New |
| Wealth Watch Advisors, INC | 5 | $1.38K | 0.00% | +5 | New |
| Sachetta, LLC | 6 | $1.65K | 0.00% | −16−72.7% | Reduced |
| Dogwood Wealth Management LLC | 6 | $1.65K | 0.00% | −10−62.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $1.65K | 0.00% | +2+50.0% | Added |
| ZRC Wealth Management, LLC | 6 | $1.65K | 0.00% | +6 | New |
| Aspect Partners, LLC | 6 | $1.65K | 0.00% | +6 | New |
| Guerra Advisors Inc | 6 | $1.65K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 7 | $1.93K | 0.00% | +2+40.0% | Added |
| Cornerstone Planning Group LLC | 9 | $2.08K | 0.00% | −10−52.6% | Reduced |
| 1620 Investment Advisors, Inc. | 8 | $2.20K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $2.20K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 8 | $2.20K | 0.00% | +1+14.3% | Added |
| Bogart Wealth, LLC | 8 | $2.20K | 0.00% | +3+60.0% | Added |
| Rialto Wealth Management, LLC | 8 | $2.20K | 0.00% | +4+100.0% | Added |
| Bryn Mawr Trust Co | 9 | $2.48K | 0.00% | −350−97.5% | Reduced |
| Signature Resources Capital Management, LLC | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $2.48K | 0.00% | +9 | New |
| Delos Wealth Advisors, LLC | 9 | $2.48K | 0.00% | +9 | New |
| Battery Global Advisors, LLC | 10 | $2.75K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 10 | $2.75K | 0.00% | +8+400.0% | Added |
| Hazlett, Burt & Watson, Inc. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Alerus Financial NA | 11 | $3.03K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $3.03K | 0.00% | −19−63.3% | Reduced |
| Kilter Group LLC | 11 | $3.03K | 0.00% | −13−54.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $3.30K | 0.00% | −1−7.7% | Reduced |
| Fairman Group, LLC | 12 | $3.30K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12 | $3.30K | 0.00% | −9−42.9% | Reduced |
| Abound Wealth Management | 12 | $3.30K | 0.00% | −2−14.3% | Reduced |
| Boyd Watterson Asset Management LLC | 13 | $3.58K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 14 | $3.85K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 14 | $3.85K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 15 | $4.13K | 0.00% | −68−81.9% | Reduced |
| Sagard Holdings Management Inc. | 15 | $4.13K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 16 | $4.40K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 16 | $4.40K | 0.00% | +14+700.0% | Added |
| Bell Investment Advisors, Inc | 17 | $4.68K | 0.00% | +1+6.3% | Added |
| Global X Japan Co., Ltd. | 18 | $4.95K | 0.00% | −33−64.7% | Reduced |
| Fortitude Family Office, LLC | 18 | $4.95K | 0.00% | −6−25.0% | Reduced |
| Highline Wealth Partners LLC | 18 | $4.95K | 0.00% | −2−10.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 18 | $4.95K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 18 | $4.95K | 0.01% | +18 | New |