| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $164 | 0.00% | −112−98.2% | Reduced |
| Core Alternative Capital | 2 | $164 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $410 | 0.00% | +5 | New |
| Davis Capital Management | 6 | $492 | 0.00% | +6 | New |
| Pittenger & Anderson Inc | 6 | $493 | 0.00% | +6 | New |
| IMA Wealth, Inc. | 7 | $574 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7 | $574 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $575 | 0.00% | −1−12.5% | Reduced |
| DecisionPoint Financial, LLC | 7 | $582 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 8 | $656 | 0.00% | +7+700.0% | Added |
| Breakwater Investment Management | 9 | $739 | 0.00% | +9 | New |
| Horizon Financial Services, LLC | 9 | $746 | 0.00% | +1+12.5% | Added |
| Hurley Capital, LLC | 10 | $793 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $820 | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 10 | $820 | 0.00% | +10 | New |
| Seneschal Advisors, LLC | 10 | $821 | 0.00% | +10 | New |
| FSA Wealth Management LLC | 11 | $901 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.07K | 0.00% | −5−27.8% | Reduced |
| WestEnd Advisors, LLC | 15 | $1.23K | 0.00% | +3+25.0% | Added |
| Mma Asset Management LLC | 19 | $1.56K | 0.00% | +19 | New |
| Richard W. Paul & Associates, LLC | 20 | $1.64K | 0.00% | +20 | New |
| Abich Financial Wealth Management LLC | 23 | $1.90K | 0.00% | +23 | New |
| IAG Wealth Partners, LLC | 24 | $1.97K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 26 | $2.13K | 0.00% | +26 | New |
| NVWM, LLC | 27 | $2.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 27 | $2.21K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 27 | $2.21K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 27 | $2.21K | 0.00% | +27 | New |
| Retirement Wealth Solutions LLC | 27 | $2.21K | 0.00% | +27 | New |
| Trifecta Capital Advisors, LLC | 28 | $2.30K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 28 | $2.32K | 0.00% | −972−97.2% | Reduced |
| Insight Financial Services | 30 | $2.46K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 32 | $2.63K | 0.00% | +32 | New |
| Banque Cantonale Vaudoise | 38 | $3.00K | 0.00% | −89−70.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $3.04K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 39 | $3.42K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 42 | $3.44K | 0.00% | +42 | New |
| Centerpoint Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 50 | $4.10K | 0.00% | +5+11.1% | Added |
| Bay Harbor Wealth Management, LLC | 54 | $4.43K | 0.00% | +17+45.9% | Added |
| ROSS\JOHNSON & Associates LLC | 60 | $4.92K | 0.09% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 72 | $5.00K | 0.00% | −3,924−98.2% | Reduced |
| Sawyer & Company, Inc | 87 | $5.00K | 0.00% | +57+190.0% | Added |
| Atwood & Palmer Inc | 65 | $5.33K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 67 | $5.50K | 0.00% | +4+6.3% | Added |
| Activest Wealth Management | 69 | $5.65K | 0.00% | −2,588−97.4% | Reduced |
| HighMark Wealth Management LLC | 75 | $6.15K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 77 | $6.32K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 78 | $6.40K | 0.00% | +78 | New |
| Accent Capital Management, LLC | 79 | $6.48K | 0.00% | +79 | New |
| Greykasell Wealth Strategies, Inc. | 80 | $6.56K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 87 | $7.14K | 0.00% | +87 | New |
| CBIZ Investment Advisory Services, LLC | 88 | $7.22K | 0.00% | −72−45.0% | Reduced |
| BFSG, LLC | 93 | $7.61K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 93 | $7.63K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 95 | $7.79K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 100 | $8.20K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 100 | $8.20K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 104 | $8.52K | 0.01% | −100−49.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 105 | $8.61K | 0.00% | +105 | New |
| Cloud Capital Management, LLC | 119 | $9.00K | 0.00% | +119 | New |
| Murphy & Mullick Capital Management Corp | 100 | $9.03K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 113 | $9.27K | 0.00% | +113 | New |
| Palisade Asset Management, LLC | 118 | $9.68K | 0.00% | +118 | New |
| Boyd Watterson Asset Management LLC | 125 | $10.3K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 125 | $10.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 129 | $10.6K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 130 | $10.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 132 | $10.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 132 | $10.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 133 | $10.9K | 0.00% | +42+46.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 134 | $11.0K | 0.01% | +108+415.4% | Added |
| Stone House Investment Management, LLC | 135 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 136 | $11.2K | 0.00% | +64+88.9% | Added |
| SJS Investment Consulting Inc. | 136 | $11.2K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 136 | $11.2K | 0.00% | +136 | New |
| Golden State Wealth Management, LLC | 149 | $12.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 151 | $12.4K | 0.01% | +151 | New |
| DiNuzzo Private Wealth, Inc. | 188 | $12.6K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 167 | $13.7K | 0.01% | +1+0.6% | Added |
| Redmont Wealth Advisors LLC | 170 | $13.9K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 172 | $14.1K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 174 | $14.3K | 0.05% | +174 | New |
| Wealth Preservation Advisors, LLC | 190 | $15.6K | 0.01% | +67+54.5% | Added |
| Avion Wealth | 197 | $16.0K | 0.00% | +6+3.1% | Added |
| True Wealth Design, LLC | 199 | $16.3K | 0.00% | +2+1.0% | Added |
| Robbins Farley LLC | 200 | $16.4K | 0.01% | −100−33.3% | Reduced |
| Whipplewood Advisors, LLC | 200 | $16.4K | 0.01% | −62−23.7% | Reduced |
| Trust Co of Toledo NA | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $16.4K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $16.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $16.4K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $16.4K | 0.01% | +200 | New |
| GGM Financials LLC | 203 | $16.7K | 0.01% | +203 | New |
| Kozak & Associates, Inc. | 213 | $17.3K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 215 | $17.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 215 | $17.6K | 0.00% | +159+283.9% | Added |
| Manchester Capital Management LLC | 227 | $18.6K | 0.00% | +35+18.2% | Added |