| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +3+150.0% | Added |
| MidFirst Bank | 1 | $72 | 0.00% | −1,363−99.9% | Reduced |
| Curio Wealth, LLC | 1 | $72 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $143 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $144 | 0.00% | +1+100.0% | Added |
| Tidemark, LLC | 2 | $144 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $144 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 2 | $171 | 0.00% | +2 | New |
| Harbor Investment Advisory, LLC | 3 | $215 | 0.00% | −45−93.8% | Reduced |
| HFM Investment Advisors, LLC | 3 | $215 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 3 | $215 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $215 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $216 | 0.00% | +3 | New |
| Scarborough Advisors, LLC | 3 | $223 | 0.00% | +3 | New |
| Key Financial Inc | 5 | $359 | 0.00% | −2−28.6% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $359 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 5 | $359 | 0.00% | +5 | New |
| Nvest Wealth Strategies, Inc. | 6 | $431 | 0.00% | +6 | New |
| Motco | 7 | $502 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 7 | $502 | 0.00% | +7 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $646 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $646 | 0.00% | +5+125.0% | Added |
| IMG Wealth Management, Inc. | 10 | $718 | 0.00% | −57−85.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 10 | $718 | 0.00% | −15−60.0% | Reduced |
| WestEnd Advisors, LLC | 10 | $718 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 10 | $718 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $789 | 0.00% | +4+57.1% | Added |
| DecisionPoint Financial, LLC | 11 | $790 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $796 | 0.00% | −1−8.3% | Reduced |
| North Star Investment Management Corp. | 12 | $861 | 0.00% | −9−42.9% | Reduced |
| Wall Street Financial Group, Inc. | 12 | $861 | 0.00% | +12 | New |
| Clark Wealth Partners | 12 | $862 | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 13 | $930 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $934 | 0.00% | −125−90.6% | Reduced |
| Penserra Capital Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.00K | 0.00% | +1+7.7% | Added |
| GHP Investment Advisors, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| PayPay Securities Corp | 14 | $1.05K | 0.04% | +3+27.3% | Added |
| Dunhill Financial, LLC | 14 | $1.06K | 0.00% | +3+27.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.08K | 0.00% | +2+15.4% | Added |
| RWM Asset Management, LLC | 15 | $1.08K | 0.00% | +15 | New |
| Archer Investment Corp | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 16 | $1.15K | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 16 | $1.15K | 0.00% | −29−64.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 18 | $1.29K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $1.29K | 0.00% | +18 | New |
| Independence Bank of Kentucky | 20 | $1.44K | 0.00% | −50−71.4% | Reduced |
| SOA Wealth Advisors, LLC. | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 20 | $1.44K | 0.00% | +4+25.0% | Added |
| Morse Asset Management, Inc | 20 | $1.44K | 0.00% | +20 | New |
| Armstrong Advisory Group, Inc | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $1.51K | 0.00% | +1+5.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.52K | 0.00% | −5−19.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $1.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 22 | $1.58K | 0.00% | +5+29.4% | Added |
| Principia Wealth Advisory, LLC | 23 | $1.65K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $1.67K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $1.72K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 25 | $1.78K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 25 | $1.79K | 0.00% | +16+177.8% | Added |
| Bell Investment Advisors, Inc | 27 | $1.94K | 0.00% | −47−63.5% | Reduced |
| Millstone Evans Group, LLC | 27 | $1.94K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 25 | $2.07K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 29 | $2.08K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 30 | $2.15K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $2.23K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 32 | $2.30K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 37 | $2.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $2.67K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 38 | $2.76K | 0.00% | +7+22.6% | Added |
| Clear Street Markets LLC | 41 | $2.94K | 0.00% | −323−88.7% | Reduced |
| Abound Wealth Management | 41 | $2.94K | 0.00% | −8−16.3% | Reduced |
| Avion Wealth | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 50 | $3.00K | 0.00% | −3,395−98.5% | Reduced |
| Bare Financial Services, Inc | 43 | $3.09K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 45 | $3.23K | 0.00% | +45 | New |
| Twin Lakes Capital Management, LLC | 47 | $3.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $3.44K | 0.00% | +8+20.0% | Added |
| Salomon & Ludwin, LLC | 50 | $3.46K | 0.00% | −15−23.1% | Reduced |
| Vanguard National Trust Co | 50 | $3.59K | 0.00% | +50 | New |
| WPG Advisers, LLC | 53 | $3.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 55 | $3.95K | 0.00% | +1+1.9% | Added |
| Cassaday & Co Wealth Management LLC | 56 | $4.02K | 0.00% | +56 | New |
| Ares Financial Consulting, LLC | 60 | $4.24K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 60 | $4.31K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 61 | $4.38K | 0.00% | +61 | New |
| Salem Investment Counselors Inc | 62 | $4.46K | 0.00% | +62 | New |
| Bogart Wealth, LLC | 64 | $4.59K | 0.00% | −8−11.1% | Reduced |
| Crewe Advisors LLC | 64 | $4.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 65 | $4.67K | 0.00% | 00.0% | Unchanged |