| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Addison Advisors LLC | 0 | $23 | 0.00% | −53−100.0% | Reduced |
| PayPay Securities Corp | 4 | $763 | 0.03% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 1 | $763 | 0.00% | −1−50.0% | Reduced |
| Proathlete Wealth Management LLC | 1 | $763 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $763 | 0.01% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $764 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $939 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1 | $1.00K | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 6 | $1.15K | 0.00% | −240−97.6% | Reduced |
| Phillip James Consulting Co. | 2 | $1.53K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2 | $1.53K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $1.53K | 0.00% | +1+100.0% | Added |
| Investors Portfolio Services LLC | 3 | $2.29K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 3 | $2.29K | 0.00% | +3 | New |
| Morton Brown Family Wealth, LLC | 3 | $2.29K | 0.00% | +3 | New |
| Private Wealth Management Group, LLC | 3 | $2.29K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $2.32K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $3.05K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 4 | $3.05K | 0.00% | +4 | New |
| NorthAvenue LLC | 4 | $3.05K | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 8 | $3.12K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $3.82K | 0.00% | −95−95.0% | Reduced |
| Trust Co | 5 | $3.82K | 0.00% | −12−70.6% | Reduced |
| Horrell Capital Management, Inc. | 5 | $3.82K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $3.82K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 5 | $3.82K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 5 | $3.82K | 0.00% | +1+25.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 5 | $4.00K | 0.00% | −10−66.7% | Reduced |
| Banque Transatlantique SA | 10 | $4.56K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $4.58K | 0.00% | −4−40.0% | Reduced |
| Toews Corp | 6 | $4.58K | 0.00% | +6 | New |
| Motco | 6 | $4.58K | 0.00% | +6 | New |
| Evolution Wealth Management Inc. | 7 | $5.34K | 0.00% | −33−82.5% | Reduced |
| Key Capital Management, INC | 7 | $5.34K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $5.34K | 0.00% | +4+133.3% | Added |
| Old Point Trust & Financial Services N A | 7 | $5.34K | 0.00% | +7 | New |
| Tounjian Advisory Partners, LLC | 7 | $5.34K | 0.00% | +7 | New |
| Bullock Wealth Management Group | 7 | $5.41K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 8 | $6.11K | 0.00% | +8 | New |
| Buck Wealth Strategies, LLC | 8 | $6.11K | 0.00% | +8 | New |
| Decker Retirement Planning Inc. | 8 | $6.11K | 0.00% | +8 | New |
| JNBA Financial Advisors | 8 | $6.11K | 0.00% | +8 | New |
| Brown, Lisle/Cummings, Inc. | 9 | $6.87K | 0.00% | −8−47.1% | Reduced |
| Winch Advisory Services, LLC | 9 | $6.87K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $7.63K | 0.00% | −13−56.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 10 | $7.63K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $7.63K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 10 | $7.63K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $7.63K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 10 | $7.63K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10 | $7.63K | 0.00% | +7+233.3% | Added |
| Chapman Financial Group, LLC | 10 | $7.63K | 0.01% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 10 | $7.63K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 10 | $7.63K | 0.00% | +10 | New |
| Elevated Capital Advisors, LLC | 10 | $7.68K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 11 | $8.39K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 11 | $8.39K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 11 | $8.39K | 0.00% | +11 | New |
| Kroeger Financial Partners | 11 | $8.39K | 0.01% | +11 | New |
| J.Safra Asset Management Corp | 48 | $9.16K | 0.00% | +36+300.0% | Added |
| Richard W. Paul & Associates, LLC | 12 | $9.16K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $9.16K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $9.16K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 12 | $9.16K | 0.01% | 00.0% | Unchanged |
| Luminist Capital LLC | 12 | $9.16K | 0.01% | +12 | New |
| Capula Management Ltd | 56 | $10.7K | 0.00% | −2,601−97.9% | Reduced |
| REAP Financial Group, LLC | 14 | $10.7K | 0.00% | +12+600.0% | Added |
| BOK Financial Private Wealth, Inc. | 14 | $10.7K | 0.00% | +14 | New |
| Winthrop Capital Management, LLC | 14 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 15 | $11.4K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 16 | $12.2K | 0.01% | +10+166.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $12.2K | 0.02% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 17 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $13.0K | 0.00% | +4+30.8% | Added |
| Sittner & Nelson, LLC | 17 | $13.0K | 0.00% | −75−81.5% | Reduced |
| Close Asset Management Ltd | 17 | $13.0K | 0.00% | −7−29.2% | Reduced |
| Whipplewood Advisors, LLC | 18 | $13.7K | 0.01% | −141−88.7% | Reduced |
| DT Investment Partners, LLC | 18 | $13.7K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 18 | $13.7K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 18 | $13.7K | 0.01% | +3+20.0% | Added |
| Your Advocates Ltd., LLP | 19 | $14.5K | 0.00% | −6−24.0% | Reduced |
| Mascoma Wealth Management LLC | 19 | $14.5K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 76 | $14.8K | 0.01% | +57+300.0% | Added |
| Manning & Napier Advisors LLC | 20 | $14.9K | 0.00% | +20 | New |
| Centerpoint Advisors, LLC | 20 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 20 | $15.3K | 0.00% | −442−95.7% | Reduced |
| Limestone Investment Advisors LP | 20 | $15.3K | 0.01% | −340−94.4% | Reduced |
| Retirement Wealth Solutions LLC | 20 | $15.3K | 0.01% | +1+5.3% | Added |
| Bare Financial Services, Inc | 20 | $15.3K | 0.00% | +7+53.8% | Added |
| Fairway Wealth LLC | 20 | $15.3K | 0.00% | +20 | New |
| Main Street Group, LTD | 21 | $16.0K | 0.00% | −121−85.2% | Reduced |
| Proffitt & Goodson Inc | 21 | $16.0K | 0.00% | −12−36.4% | Reduced |
| Gleason Group, Inc. | 21 | $16.0K | 0.00% | +21 | New |
| Cape Investment Advisory, Inc. | 21 | $16.0K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 21 | $16.0K | 0.00% | −11−34.4% | Reduced |
| McGuire Capital Advisors Inc | 22 | $16.8K | 0.01% | +21+2,100.0% | Added |
| LGT Financial Advisors LLC | 23 | $17.6K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 23 | $17.6K | 0.00% | +9+64.3% | Added |