| Penserra Capital Management LLC | 12 | $0 | 0.00% | −6−33.3% | Reduced |
| Cloud Capital Management, LLC | 13 | $0 | 0.00% | +13 | New |
| Winnow Wealth LLC | 1 | $69 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 2 | $137 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $138 | 0.00% | −2−50.0% | Reduced |
| Seneschal Advisors, LLC | 2 | $138 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $197 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $206 | 0.00% | −15−83.3% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $206 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $274 | 0.00% | −176−97.8% | Reduced |
| New Millennium Group LLC | 4 | $274 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $275 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $342 | 0.00% | −4−44.4% | Reduced |
| Tortoise Investment Management, LLC | 5 | $343 | 0.00% | −1−16.7% | Reduced |
| SBI Securities Co., Ltd. | 5 | $343 | 0.00% | +1+25.0% | Added |
| WestEnd Advisors, LLC | 6 | $411 | 0.00% | −3−33.3% | Reduced |
| HFM Investment Advisors, LLC | 6 | $411 | 0.00% | −3−33.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 6 | $411 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $495 | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $548 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 8 | $548 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 8 | $548 | 0.00% | +8 | New |
| Trifecta Capital Advisors, LLC | 8 | $549 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $549 | 0.00% | +7+700.0% | Added |
| Guerra Advisors Inc | 10 | $686 | 0.00% | +10 | New |
| Clark Wealth Partners | 10 | $820 | 0.00% | +10 | New |
| Redwood Park Advisors LLC | 12 | $823 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 12 | $823 | 0.00% | +12 | New |
| Binnacle Investments Inc | 12 | $823 | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 13 | $892 | 0.00% | +13 | New |
| Avion Wealth | 27 | $1.00K | 0.00% | +9+50.0% | Added |
| Horizon Financial Services, LLC | 15 | $1.03K | 0.00% | −9−37.5% | Reduced |
| Harbor Investment Advisory, LLC | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 16 | $1.10K | 0.00% | −115−87.8% | Reduced |
| Raffa Wealth Management, LLC | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $1.10K | 0.00% | +11+220.0% | Added |
| Point72 Europe (London) LLP | 17 | $1.15K | 0.00% | +17 | New |
| South State Corp. | 17 | $1.17K | 0.00% | −17−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $1.21K | 0.00% | −4−18.2% | Reduced |
| Ancora Advisors, LLC | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $1.37K | 0.00% | +1+5.3% | Added |
| Wealth Watch Advisors, INC | 20 | $1.37K | 0.00% | +20 | New |
| Sunbelt Securities, Inc. | 22 | $1.51K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 28 | $1.92K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $1.99K | 0.00% | −45−60.8% | Reduced |
| Red Tortoise LLC | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 29 | $1.99K | 0.00% | +29 | New |
| Fortitude Family Office, LLC | 30 | $2.06K | 0.00% | −25−45.5% | Reduced |
| South Plains Financial, Inc. | 36 | $2.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $2.74K | 0.00% | +15+60.0% | Added |
| Abound Wealth Management | 41 | $2.81K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 43 | $2.95K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 43 | $2.98K | 0.00% | −5−10.4% | Reduced |
| ORG Partners LLC | 56 | $3.84K | 0.00% | +28+100.0% | Added |
| Rothschild Investment LLC | 57 | $3.91K | 0.00% | +52+1,040.0% | Added |
| Wolff Wiese Magana LLC | 60 | $4.11K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 62 | $4.25K | 0.00% | +5+8.8% | Added |
| Colonial Trust Co | 62 | $4.28K | 0.00% | −1,810−96.7% | Reduced |
| Harbour Investments, Inc. | 64 | $4.39K | 0.00% | −12−15.8% | Reduced |
| Golden State Wealth Management, LLC | 64 | $4.39K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 65 | $4.46K | 0.00% | −109−62.6% | Reduced |
| Trust Co of Toledo NA | 68 | $4.66K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 68 | $4.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 71 | $4.87K | 0.00% | +52+273.7% | Added |
| MV Capital Management, Inc. | 75 | $5.14K | 0.00% | −55−42.3% | Reduced |
| Financial Management Professionals, Inc. | 76 | $5.21K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 76 | $5.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 79 | $5.42K | 0.00% | +58+276.2% | Added |
| CVA Family Office, LLC | 80 | $5.49K | 0.00% | −69−46.3% | Reduced |
| WPG Advisers, LLC | 85 | $5.83K | 0.00% | −21−19.8% | Reduced |
| Palisade Asset Management, LLC | 86 | $5.90K | 0.00% | +86 | New |
| CKW Financial Group | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 88 | $6.03K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 101 | $6.92K | 0.00% | +26+34.7% | Added |
| GW&K Investment Management, LLC | 97 | $7.00K | 0.00% | +20+26.0% | Added |
| Westfuller Advisors, LLC | 104 | $7.13K | 0.00% | +104 | New |
| Cornerstone Planning Group LLC | 103 | $7.22K | 0.00% | +3+3.0% | Added |
| Cullen/Frost Bankers, Inc. | 108 | $7.40K | 0.00% | −132−55.0% | Reduced |
| Eastern Bank | 108 | $7.40K | 0.00% | +108 | New |
| Financial Network Wealth Advisors LLC | 109 | $7.47K | 0.01% | −78−41.7% | Reduced |
| Salomon & Ludwin, LLC | 107 | $7.54K | 0.00% | +107 | New |
| Transamerica Financial Advisors, Inc. | 122 | $8.36K | 0.00% | +122 | New |
| Rise Advisors, LLC | 125 | $8.57K | 0.00% | +7+5.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 132 | $9.00K | 0.00% | +29+28.2% | Added |
| Ameritas Advisory Services, LLC | 140 | $9.60K | 0.00% | −4−2.8% | Reduced |
| Arcadia Investment Management Corp | 140 | $9.60K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 140 | $9.60K | 0.00% | +140 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 144 | $9.87K | 0.00% | −4−2.7% | Reduced |
| Covestor Ltd | 141 | $10.0K | 0.01% | −1−0.7% | Reduced |
| Addison Advisors LLC | 155 | $10.6K | 0.00% | +27+21.1% | Added |
| Root Financial Partners, LLC | 155 | $10.6K | 0.00% | +155 | New |
| Umb Bank N A | 158 | $10.8K | 0.00% | −40−20.2% | Reduced |
| Essential Partners LLC | 164 | $11.2K | 0.00% | +164 | New |
| Larson Financial Group LLC | 169 | $11.6K | 0.00% | −263−60.9% | Reduced |
| Imprint Wealth LLC | 172 | $11.8K | 0.04% | +172 | New |
| Washington Trust Advisors, Inc. | 178 | $12.2K | 0.00% | 00.0% | Unchanged |