| Hughes Financial Services, LLC | 1 | $53 | 0.00% | −1−50.0% | Reduced |
| Hurley Capital, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2 | $106 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $106 | 0.00% | +1+100.0% | Added |
| Napier Financial, LLC | 2 | $106 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $107 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3 | $159 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $159 | 0.00% | +3 | New |
| Fiduciary Advisors, Inc. | 3 | $160 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $168 | 0.00% | −49−94.2% | Reduced |
| Ameriflex Group, Inc. | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $213 | 0.00% | −10−71.4% | Reduced |
| NorthAvenue LLC | 4 | $213 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $213 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $265 | 0.00% | −3−42.9% | Reduced |
| WestEnd Advisors, LLC | 5 | $266 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $266 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 5 | $266 | 0.00% | +5 | New |
| Arcadia Investment Management Corp | 6 | $319 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 9 | $478 | 0.00% | +9 | New |
| Colonial Trust Co | 10 | $531 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 12 | $637 | 0.00% | −1−7.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 13 | $690 | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 14 | $744 | 0.00% | −1−6.7% | Reduced |
| Clayton Financial Group LLC | 14 | $744 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $744 | 0.00% | +3+27.3% | Added |
| 1015 Capital Partners, LLC | 15 | $797 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 15 | $797 | 0.00% | +15 | New |
| Vermillion Wealth Management, Inc. | 16 | $850 | 0.00% | +16 | New |
| Clark Wealth Partners | 16 | $850 | 0.00% | +16 | New |
| SOA Wealth Advisors, LLC. | 17 | $912 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $956 | 0.00% | −166−90.2% | Reduced |
| Atlantic Trust, LLC | 18 | $956 | 0.00% | +18 | New |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 19 | $1.01K | 0.00% | −15−44.1% | Reduced |
| Sunbelt Securities, Inc. | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 19 | $1.01K | 0.00% | +19 | New |
| Gould Capital, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 21 | $1.11K | 0.00% | −27,674−99.9% | Reduced |
| Principia Wealth Advisory, LLC | 21 | $1.11K | 0.00% | +13+162.5% | Added |
| Cornerstone Planning Group LLC | 20 | $1.12K | 0.00% | +5+33.3% | Added |
| Raffa Wealth Management, LLC | 23 | $1.22K | 0.00% | +4+21.1% | Added |
| Ancora Advisors, LLC | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 27 | $1.45K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 31 | $1.65K | 0.00% | −1,876−98.4% | Reduced |
| Anchor Investment Management, LLC | 32 | $1.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 33 | $1.75K | 0.00% | +33 | New |
| Bay Harbor Wealth Management, LLC | 34 | $1.80K | 0.00% | +9+36.0% | Added |
| Clearstead Advisors, LLC | 35 | $1.86K | 0.00% | −314−90.0% | Reduced |
| Abound Wealth Management | 38 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $2.12K | 0.00% | +25+166.7% | Added |
| MV Capital Management, Inc. | 44 | $2.34K | 0.00% | +9+25.7% | Added |
| Anfield Capital Management, LLC | 47 | $2.50K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 48 | $2.55K | 0.00% | +24+100.0% | Added |
| Golden State Equity Partners | 49 | $2.60K | 0.00% | +49 | New |
| Geneos Wealth Management Inc. | 50 | $2.65K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 52 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 52 | $2.76K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 56 | $2.97K | 0.00% | +56 | New |
| Keating Financial Advisory Services, Inc. | 58 | $3.08K | 0.00% | −58−50.0% | Reduced |
| Harbour Investments, Inc. | 68 | $3.61K | 0.00% | +11+19.3% | Added |
| SBI Securities Co., Ltd. | 72 | $3.82K | 0.00% | −40−35.7% | Reduced |
| Activest Wealth Management | 72 | $3.82K | 0.00% | +44+157.1% | Added |
| JNBA Financial Advisors | 72 | $3.82K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 79 | $4.00K | 0.00% | +26+49.1% | Added |
| Private Trust Co NA | 84 | $4.46K | 0.00% | −9−9.7% | Reduced |
| Capital Advisors, Ltd. LLC | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $5.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 108 | $5.74K | 0.00% | +66+157.1% | Added |
| Cromwell Holdings LLC | 110 | $5.84K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 110 | $5.92K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 110 | $5.92K | 0.00% | +110 | New |
| Aptus Capital Advisors, LLC | 115 | $6.11K | 0.00% | −101−46.8% | Reduced |
| International Assets Investment Management, LLC | 118 | $6.22K | 0.00% | +1+0.9% | Added |
| Signature Equity Partners, LLC | 126 | $6.69K | 0.00% | −446−78.0% | Reduced |
| Westfuller Advisors, LLC | 127 | $6.72K | 0.00% | −105−45.3% | Reduced |
| Key Financial Inc | 133 | $7.06K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 145 | $7.69K | 0.00% | +1+0.7% | Added |
| Ashton Thomas Private Wealth, LLC | 156 | $8.28K | 0.00% | +156 | New |
| Transamerica Financial Advisors, Inc. | 157 | $8.34K | 0.00% | +28+21.7% | Added |
| Umb Bank N A | 173 | $9.19K | 0.00% | +57+49.1% | Added |
| True Wealth Design, LLC | 173 | $9.19K | 0.00% | +37+27.2% | Added |
| Rosenberg Matthew Hamilton | 179 | $9.51K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 184 | $9.77K | 0.00% | +31+20.3% | Added |
| CoreCap Advisors, LLC | 193 | $10.3K | 0.00% | −9−4.5% | Reduced |
| Prestige Wealth Management Group LLC | 195 | $10.4K | 0.00% | −3−1.5% | Reduced |
| JFS Wealth Advisors, LLC | 199 | $10.6K | 0.00% | −14−6.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 202 | $10.7K | 0.00% | +202 | New |
| CVA Family Office, LLC | 212 | $11.3K | 0.00% | +212 | New |
| Kerr Financial Planning Corp | 203 | $11.5K | 0.01% | +2+1.0% | Added |
| ZRC Wealth Management, LLC | 222 | $11.8K | 0.00% | +120+117.6% | Added |
| Grove Bank & Trust | 239 | $12.7K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 263 | $13.0K | 0.00% | +5+1.9% | Added |
| Sound Income Strategies, LLC | 248 | $13.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 267 | $14.2K | 0.00% | −2−0.7% | Reduced |
| Salomon & Ludwin, LLC | 273 | $14.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 294 | $15.6K | 0.00% | +51+21.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 301 | $16.0K | 0.00% | −30−9.1% | Reduced |
| Quadrant Capital Group LLC | 309 | $16.4K | 0.00% | −107−25.7% | Reduced |
| Parkside Financial Bank & Trust | 369 | $19.6K | 0.00% | +106+40.3% | Added |
