| Moisand Fitzgerald Tamayo, LLC | 0 | $27 | 0.00% | 0 | Unchanged |
| Schonfeld Strategic Advisors LLC | 1 | $390 | 0.00% | −399−99.8% | Reduced |
| McGuire Capital Advisors Inc | 1 | $390 | 0.00% | −27−96.4% | Reduced |
| Godfrey Financial Associates, Inc. | 1 | $390 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $391 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $391 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $481 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2 | $781 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 2 | $781 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2 | $781 | 0.00% | +2 | New |
| DB Fitzpatrick & Co, Inc | 2 | $781 | 0.00% | +2 | New |
| Phillip James Consulting Co. | 2 | $1.00K | 0.00% | +2 | New |
| Caldwell Sutter Capital, Inc. | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $1.56K | 0.00% | −38−90.5% | Reduced |
| Ankerstar Wealth, LLC | 4 | $1.56K | 0.00% | −28−87.5% | Reduced |
| West Branch Capital LLC | 4 | $1.56K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.56K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 4 | $1.67K | 0.06% | −2−33.3% | Reduced |
| Investors Portfolio Services LLC | 3 | $1.69K | 0.00% | +3 | New |
| Altshuler Shaham Ltd | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 5 | $1.95K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $1.95K | 0.00% | +4+400.0% | Added |
| Intentional Wealth Strategies, LLC | 5 | $1.95K | 0.00% | +5 | New |
| LM Advisors LLC | 868 | $2.22K | 0.04% | −148−14.6% | Reduced |
| Curio Wealth, LLC | 6 | $2.34K | 0.00% | −26−81.3% | Reduced |
| Prosperity Bancshares Inc | 6 | $2.34K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $2.34K | 0.00% | +5+500.0% | Added |
| Synergy Investment Management, LLC | 7 | $2.73K | 0.00% | +7 | New |
| Key Capital Management, INC | 7 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 7 | $2.75K | 0.00% | +7 | New |
| Roble, Belko & Company, Inc | 8 | $3.00K | 0.00% | +7+700.0% | Added |
| CBIZ Investment Advisory Services, LLC | 8 | $3.12K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 9 | $3.51K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 10 | $3.90K | 0.00% | −104−91.2% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 10 | $3.90K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 10 | $3.90K | 0.00% | +10 | New |
| Elevated Capital Advisors, LLC | 10 | $3.93K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 11 | $4.29K | 0.00% | −414−97.4% | Reduced |
| IMG Wealth Management, Inc. | 11 | $4.29K | 0.00% | −38−77.6% | Reduced |
| PFS Partners, LLC | 12 | $4.68K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $4.68K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 12 | $4.68K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $4.68K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $4.68K | 0.00% | +12 | New |
| J.Safra Asset Management Corp | 12 | $4.68K | 0.00% | +12 | New |
| Mark Sheptoff Financial Planning, LLC | 10 | $4.76K | 0.00% | −190−95.0% | Reduced |
| Winthrop Capital Management, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $5.08K | 0.00% | +1+8.3% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $5.08K | 0.00% | +4+44.4% | Added |
| Pacific Center for Financial Services | 13 | $5.08K | 0.00% | +13 | New |
| Atlas Capital Advisors LLC | 14 | $5.46K | 0.00% | +11+366.7% | Added |
| Signature Resources Capital Management, LLC | 15 | $5.86K | 0.00% | −11−42.3% | Reduced |
| Eukles Asset Management | 15 | $5.86K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 15 | $5.86K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 15 | $6.00K | 0.00% | −2−11.8% | Reduced |
| Atomic Invest LLC | 16 | $6.01K | 0.00% | −2−11.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $6.25K | 0.01% | −4−20.0% | Reduced |
| Vision Retirement, LLC | 17 | $6.64K | 0.00% | −67−79.8% | Reduced |
| Trust Co | 17 | $6.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $6.64K | 0.01% | +7+70.0% | Added |
| Brown, Lisle/Cummings, Inc. | 17 | $6.64K | 0.00% | +14+466.7% | Added |
| Richardson Capital Management LLC | 17 | $6.64K | 0.00% | +17 | New |
| Sawyer & Company, Inc | 18 | $7.03K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 18 | $7.03K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $7.42K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 19 | $7.42K | 0.00% | +2+11.8% | Added |
| Retirement Wealth Solutions LLC | 19 | $7.42K | 0.00% | +14+280.0% | Added |
| IFG Advisory, LLC | 20 | $7.81K | 0.02% | −6,298−99.7% | Reduced |
| Aviso Financial Inc. | 20 | $7.81K | 0.00% | −2,200−99.1% | Reduced |
| Centerpoint Advisors, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 19 | $8.04K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 21 | $8.20K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 22 | $8.59K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 23 | $8.98K | 0.05% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $8.98K | 0.00% | +9+64.3% | Added |
| Close Asset Management Ltd | 24 | $9.00K | 0.00% | −92−79.3% | Reduced |
| Coston, McIsaac & Partners | 24 | $9.00K | 0.00% | +24 | New |
| Hollencrest Capital Management | 24 | $9.37K | 0.00% | −48−66.7% | Reduced |
| Elequin Capital LP | 24 | $9.37K | 0.00% | +24 | New |
| YANKCOM Partnership | 25 | $9.76K | 0.00% | +25 | New |
| Your Advocates Ltd., LLP | 25 | $9.76K | 0.00% | −3−10.7% | Reduced |
| Team Financial Group, LLC | 25 | $9.76K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 28 | $10.0K | 0.01% | +28 | New |
| Legacy Wealth Managment, LLC | 26 | $10.2K | 0.01% | −4−13.3% | Reduced |
| Valued Wealth Advisors LLC | 26 | $10.2K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 27 | $10.5K | 0.00% | +1+3.8% | Added |
| Gould Capital, LLC | 28 | $10.9K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 29 | $11.3K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 29 | $11.3K | 0.00% | +29 | New |
| Medallion Wealth Advisors, LLC | 30 | $11.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 30 | $11.7K | 0.00% | +30 | New |
| Hickory Point Bank & Trust | 31 | $12.1K | 0.01% | +31 | New |