| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 0 | $3 | 0.00% | 0 | Unchanged |
| DecisionPoint Financial, LLC | 1 | $220 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $225 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $225 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $225 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $227 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $450 | 0.00% | −1−33.3% | Reduced |
| Highline Wealth Partners LLC | 2 | $450 | 0.00% | −1−33.3% | Reduced |
| SBI Securities Co., Ltd. | 2 | $450 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $450 | 0.00% | +1+100.0% | Added |
| South State Corp. | 2 | $450 | 0.00% | +2 | New |
| USA Financial Formulas | 2 | $450 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $450 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 2 | $450 | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $450 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $450 | 0.00% | +2 | New |
| Downshift Financial, LLC | 2 | $450 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $451 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 2 | $461 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $557 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 3 | $675 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $675 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $675 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $675 | 0.00% | +3 | New |
| Lummis Asset Management, LP | 3 | $675 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $675 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $676 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4 | $900 | 0.00% | −27−87.1% | Reduced |
| Retirement Wealth Solutions LLC | 4 | $900 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 4 | $900 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 4 | $900 | 0.00% | +4 | New |
| Torren Management, LLC | 4 | $905 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 5 | $1.13K | 0.00% | −8−61.5% | Reduced |
| Central Trust Co | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5 | $1.13K | 0.00% | +5 | New |
| Albion Financial Group | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $1.58K | 0.00% | +3+75.0% | Added |
| Montag A & Associates Inc | 7 | $1.65K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.80K | 0.00% | +5+166.7% | Added |
| Dunhill Financial, LLC | 8 | $1.96K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 9 | $2.02K | 0.00% | +9 | New |
| MCF Advisors LLC | 9 | $2.03K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $2.25K | 0.00% | −7−41.2% | Reduced |
| Owl Creek Wealth Partners LLC | 10 | $2.25K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 10 | $2.25K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $2.25K | 0.00% | +5+100.0% | Added |
| Creative Capital Management Investments LLC | 10 | $2.25K | 0.00% | +10 | New |
| Burk Holdings LLC | 10 | $2.25K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $2.48K | 0.00% | +6+120.0% | Added |
| Signature Equity Partners, LLC | 11 | $2.48K | 0.00% | +6+120.0% | Added |
| Ameriflex Group, Inc. | 13 | $2.92K | 0.00% | +13 | New |
| Transce3nd, LLC | 14 | $2.94K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $3.15K | 0.00% | −61−81.3% | Reduced |
| J.Safra Asset Management Corp | 17 | $3.83K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 17 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $4.05K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 18 | $4.05K | 0.00% | +3+20.0% | Added |
| Harbour Investments, Inc. | 18 | $4.13K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $4.28K | 0.00% | +2+11.8% | Added |
| First Command Advisory Services, Inc. | 19 | $4.28K | 0.00% | +10+111.1% | Added |
| Tidemark, LLC | 20 | $4.50K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 20 | $4.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $4.72K | 0.00% | +1+5.0% | Added |
| Rossby Financial, LCC | 22 | $4.95K | 0.00% | +1+4.8% | Added |
| Frazier Financial Advisors, LLC | 23 | $5.17K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 24 | $5.40K | 0.00% | +24 | New |
| Leonteq Securities AG | 25 | $5.63K | 0.00% | −197−88.7% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $6.30K | 0.00% | −1−3.4% | Reduced |
| Zions Bancorporation, National Association | 29 | $6.53K | 0.00% | +13+81.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 29 | $6.53K | 0.00% | +29 | New |
| Sachetta, LLC | 29 | $6.53K | 0.00% | +14+93.3% | Added |
| Wolff Wiese Magana LLC | 35 | $7.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $9.45K | 0.00% | +2+5.0% | Added |
| AdvisorNet Financial, Inc | 42 | $9.54K | 0.00% | −5−10.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 45 | $10.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $10.1K | 0.00% | +4+9.8% | Added |
| Costello Asset Management, INC | 46 | $10.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 49 | $11.0K | 0.00% | +49 | New |
| CoreCap Advisors, LLC | 55 | $12.4K | 0.00% | +55 | New |
| ZRC Wealth Management, LLC | 63 | $14.2K | 0.00% | +29+85.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 68 | $15.3K | 0.00% | +12+21.4% | Added |
| Massmutual Trust Co FSB | 70 | $15.8K | 0.00% | +20+40.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 71 | $16.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 73 | $16.4K | 0.00% | −15−17.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79 | $17.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 81 | $18.2K | 0.00% | −1−1.2% | Reduced |
| Assetmark, Inc | 83 | $18.7K | 0.00% | +24+40.7% | Added |
| Vanguard National Trust Co | 86 | $19.4K | 0.00% | +86 | New |
| Caitlin John, LLC | 94 | $21.1K | 0.01% | +27+40.3% | Added |
| SJS Investment Consulting Inc. | 101 | $22.7K | 0.00% | −14−12.2% | Reduced |
| Community Bank, N.A. | 102 | $22.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 106 | $23.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 111 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 119 | $26.8K | 0.00% | +2+1.7% | Added |
| DT Investment Partners, LLC | 130 | $29.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 136 | $30.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 137 | $30.8K | 0.00% | +137 | New |