| Quest 10 Wealth Builders, Inc. | 1 | $406 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $766 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $766 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $766 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $766 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $766 | 0.00% | +1 | New |
| Investors Research Corp | 1 | $766 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $766 | 0.00% | +1 | New |
| McGuire Capital Advisors Inc | 1 | $766 | 0.00% | +1 | New |
| Bravera Wealth | 1 | $766 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $767 | 0.00% | −7−87.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $767 | 0.00% | −3−75.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 1 | $767 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $767 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $767 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $767 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $810 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $1.53K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 2 | $1.53K | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $1.53K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2 | $1.54K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.56K | 0.00% | +1+100.0% | Added |
| Bear Mountain Capital, Inc. | 2 | $1.60K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 32 | $1.72K | 0.00% | −211−86.8% | Reduced |
| TCTC Holdings, LLC | 3 | $2.30K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $2.30K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3 | $2.30K | 0.00% | +3 | New |
| Paladin Partners, LLC | 3 | $2.30K | 0.00% | +3 | New |
| Addison Advisors LLC | 3 | $2.30K | 0.00% | −14−82.4% | Reduced |
| Tradewinds Capital Management, LLC | 3 | $2.30K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4 | $3.00K | 0.00% | −189−97.9% | Reduced |
| Imprint Wealth LLC | 4 | $3.06K | 0.01% | −6−60.0% | Reduced |
| JNBA Financial Advisors | 4 | $3.06K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $3.06K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $3.06K | 0.00% | +1+33.3% | Added |
| Rachor Investment Advisory Services, LLC | 4 | $3.06K | 0.00% | +4 | New |
| Wilkerson Advisory Group LLC | 4 | $3.06K | 0.00% | +4 | New |
| Hilton Head Capital Partners, LLC | 4 | $3.06K | 0.00% | +4 | New |
| Greenline Wealth Management LLC | 4 | $3.06K | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 4 | $3.25K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4 | $3.31K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $3.83K | 0.00% | −25−83.3% | Reduced |
| Crewe Advisors LLC | 5 | $3.83K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $3.83K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5 | $3.83K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $3.83K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $3.83K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 5 | $3.83K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 5 | $3.83K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $3.83K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5 | $3.83K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 5 | $3.83K | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 5 | $3.83K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $3.83K | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 5 | $3.83K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 6 | $4.60K | 0.00% | −20−76.9% | Reduced |
| Planning Project LLC | 6 | $4.85K | 0.00% | +6 | New |
| DAGCO, Inc. | 7 | $5.36K | 0.00% | −2−22.2% | Reduced |
| Hughes Financial Services, LLC | 7 | $5.36K | 0.00% | −1−12.5% | Reduced |
| Truvestments Capital LLC | 7 | $5.36K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 7 | $5.36K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $5.36K | 0.00% | +4+133.3% | Added |
| Quattro Advisors LLC | 7 | $5.36K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $5.36K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 8 | $6.00K | 0.00% | −2−20.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $6.13K | 0.00% | +8 | New |
| Hollencrest Capital Management | 8 | $6.13K | 0.00% | −17−68.0% | Reduced |
| ORG Partners LLC | 9 | $6.89K | 0.00% | +5+125.0% | Added |
| Aspect Partners, LLC | 9 | $6.89K | 0.00% | +1+12.5% | Added |
| MidFirst Bank | 9 | $6.89K | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 9 | $6.90K | 0.00% | −18−66.7% | Reduced |
| Johnson Financial Group, Inc. | 10 | $7.66K | 0.00% | −7−41.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 10 | $7.66K | 0.00% | −6−37.5% | Reduced |
| Wealth Watch Advisors, INC | 10 | $7.66K | 0.00% | −3−23.1% | Reduced |
| Wolff Wiese Magana LLC | 10 | $7.66K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 10 | $7.66K | 0.00% | 00.0% | Unchanged |
| Oakum Bay Capital LLC | 10 | $7.66K | 0.00% | +10 | New |
| HHM Wealth Advisors, LLC | 10 | $7.66K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $7.67K | 0.00% | −24−70.6% | Reduced |
| Center for Financial Planning, Inc. | 10 | $7.87K | 0.00% | −57−85.1% | Reduced |
| Dunhill Financial, LLC | 11 | $8.14K | 0.00% | +5+83.3% | Added |
| Kingdom Financial Group LLC. | 11 | $8.36K | 0.00% | +11 | New |
| Ameriflex Group, Inc. | 11 | $8.43K | 0.00% | −21−65.6% | Reduced |
| GoalVest Advisory LLC | 11 | $8.43K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 11 | $8.43K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $8.43K | 0.00% | +4+57.1% | Added |
| Jessup Wealth Management, Inc | 11 | $8.45K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 11 | $8.86K | 0.00% | +8+266.7% | Added |
| Bogart Wealth, LLC | 12 | $9.19K | 0.00% | −3−20.0% | Reduced |
| Pflug Koory, LLC | 12 | $9.19K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $9.77K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 13 | $9.95K | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 13 | $9.96K | 0.01% | −87−87.0% | Reduced |
| High Note Wealth, LLC | 13 | $9.96K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 13 | $9.96K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 13 | $9.96K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $9.96K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 14 | $10.7K | 0.00% | +11+366.7% | Added |
| Acumen Wealth Advisors, LLC | 14 | $10.7K | 0.00% | +14 | New |
| Avion Wealth | 15 | $11.0K | 0.00% | −3−16.7% | Reduced |