| Kayne Anderson Rudnick Investment Management LLC | 0 | $75 | 0.00% | −12−100.0% | Reduced |
| WPG Advisers, LLC | 1 | $209 | 0.00% | −14−93.3% | Reduced |
| Seneschal Advisors, LLC | 1 | $209 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $209 | 0.00% | −1−50.0% | Reduced |
| American Capital Advisory, LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1 | $209 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $209 | 0.00% | +1 | New |
| MidFirst Bank | 1 | $209 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2 | $418 | 0.00% | −8−80.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2 | $418 | 0.00% | −2−50.0% | Reduced |
| Hughes Financial Services, LLC | 2 | $418 | 0.00% | −2−50.0% | Reduced |
| Golden State Wealth Management, LLC | 2 | $418 | 0.00% | −1−33.3% | Reduced |
| DecisionPoint Financial, LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 2 | $418 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $418 | 0.00% | +2 | New |
| Bayforest Capital Ltd | 2 | $418 | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $418 | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 2 | $418 | 0.00% | +2 | New |
| Walsh & Associates, LLC | 2 | $418 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $626 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3 | $626 | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3 | $626 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3 | $626 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3 | $626 | 0.00% | +3 | New |
| HHM Wealth Advisors, LLC | 3 | $627 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 3 | $627 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $664 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $731 | 0.00% | +4 | New |
| Pacific Center for Financial Services | 3 | $826 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $835 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $835 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 4 | $835 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4 | $835 | 0.00% | +4 | New |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.04K | 0.00% | +5 | New |
| Bryn Mawr Trust Co | 5 | $1.04K | 0.00% | −4−44.4% | Reduced |
| POM Investment Strategies, LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.04K | 0.00% | +1+25.0% | Added |
| Independence Bank of Kentucky | 5 | $1.04K | 0.00% | +5 | New |
| CGC Financial Services, LLC | 5 | $1.04K | 0.00% | +5 | New |
| CrossGen Wealth, LLC | 5 | $1.04K | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 6 | $1.25K | 0.00% | −17−73.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $1.25K | 0.04% | +3+100.0% | Added |
| Duncker Streett & Co Inc | 6 | $1.25K | 0.00% | +6 | New |
| Clayton Financial Group LLC | 6 | $1.25K | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 7 | $1.28K | 0.00% | −2−22.2% | Reduced |
| Sunbelt Securities, Inc. | 7 | $1.46K | 0.00% | −15−68.2% | Reduced |
| Aspect Partners, LLC | 7 | $1.46K | 0.00% | +1+16.7% | Added |
| Creative Financial Designs Inc | 7 | $1.46K | 0.00% | +7 | New |
| Osbon Capital Management LLC | 7 | $1.46K | 0.00% | +7 | New |
| Elevated Capital Advisors, LLC | 7 | $1.46K | 0.00% | +7 | New |
| Glen Eagle Advisors, LLC | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 8 | $1.67K | 0.00% | +2+33.3% | Added |
| Eastern Bank | 8 | $1.67K | 0.00% | +8 | New |
| Pinnacle Bancorp, Inc. | 8 | $1.67K | 0.00% | +8 | New |
| Bank of Jackson Hole Trust | 8 | $1.67K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $1.88K | 0.00% | +5+125.0% | Added |
| Signature Resources Capital Management, LLC | 9 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $1.88K | 0.00% | +1+12.5% | Added |
| Rialto Wealth Management, LLC | 9 | $1.88K | 0.00% | +1+12.5% | Added |
| Sachetta, LLC | 9 | $1.88K | 0.00% | +3+50.0% | Added |
| Wealth Watch Advisors, INC | 9 | $1.88K | 0.00% | +4+80.0% | Added |
| Avion Wealth | 12 | $2.00K | 0.00% | −7−36.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 10 | $2.09K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 10 | $2.09K | 0.00% | +10 | New |
| Alerus Financial NA | 11 | $2.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $2.30K | 0.00% | +4+57.1% | Added |
| Quaker Wealth Management, LLC | 11 | $2.30K | 0.00% | −1−8.3% | Reduced |
| Fairman Group, LLC | 12 | $2.50K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12 | $2.50K | 0.00% | +12 | New |
| Boyd Watterson Asset Management LLC | 13 | $2.71K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $2.71K | 0.00% | +1+8.3% | Added |
| Atomic Invest LLC | 14 | $2.90K | 0.00% | +14 | New |
| Tradewinds Capital Management, LLC | 14 | $2.92K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 14 | $2.92K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 14 | $2.92K | 0.00% | +14 | New |
| WealthCollab, LLC | 14 | $2.92K | 0.00% | −12−46.2% | Reduced |
| SHP Wealth Management | 15 | $3.04K | 0.00% | +15 | New |
| Rosenberg Matthew Hamilton | 16 | $3.34K | 0.00% | −67−80.7% | Reduced |
| Peoples Financial Services Corp. | 16 | $3.34K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 17 | $3.55K | 0.00% | +17 | New |
| ORG Partners LLC | 18 | $3.75K | 0.00% | −10−35.7% | Reduced |
| Bruce G. Allen Investments, LLC | 18 | $3.76K | 0.00% | −8−30.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 18 | $3.76K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 19 | $3.97K | 0.00% | −1−5.0% | Reduced |