| Ameriflex Group, Inc. | 1 | $182 | 0.00% | −107−99.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 1 | $182 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $182 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $183 | 0.00% | −1−50.0% | Reduced |
| Triumph Capital Management | 2 | $365 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $547 | 0.00% | +1+50.0% | Added |
| North Star Investment Management Corp. | 3 | $547 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 3 | $594 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $730 | 0.00% | +3+300.0% | Added |
| SHP Wealth Management | 4 | $730 | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $730 | 0.01% | +4 | New |
| McGuire Capital Advisors Inc | 5 | $912 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $913 | 0.00% | +1+25.0% | Added |
| HFM Investment Advisors, LLC | 5 | $913 | 0.00% | +2+66.7% | Added |
| Stephens Consulting, LLC | 5 | $913 | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $915 | 0.00% | +5 | New |
| Imprint Wealth LLC | 6 | $1.09K | 0.01% | −12−66.7% | Reduced |
| Hughes Financial Services, LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.22K | 0.00% | +2+40.0% | Added |
| Principia Wealth Advisory, LLC | 7 | $1.28K | 0.00% | −1−12.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $1.28K | 0.00% | +3+75.0% | Added |
| First Command Advisory Services, Inc. | 7 | $1.28K | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 7 | $1.28K | 0.00% | −36−83.7% | Reduced |
| Asset Dedication, LLC | 7 | $1.28K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $1.28K | 0.00% | +6+600.0% | Added |
| Quaker Wealth Management, LLC | 7 | $1.28K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 8 | $1.46K | 0.00% | +8 | New |
| TD Capital Management LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $1.52K | 0.00% | +8 | New |
| Clayton Financial Group LLC | 9 | $1.64K | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $1.82K | 0.00% | +7+233.3% | Added |
| Torren Management, LLC | 10 | $1.82K | 0.00% | +10 | New |
| Avion Wealth | 15 | $2.00K | 0.00% | +12+400.0% | Added |
| IFC & Insurance Marketing, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Cape Investment Advisory, Inc. | 11 | $2.01K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 11 | $2.01K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $2.19K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 12 | $2.19K | 0.00% | +7+140.0% | Added |
| Lodestone Wealth Management LLC | 13 | $2.37K | 0.00% | +13 | New |
| Bare Financial Services, Inc | 13 | $2.37K | 0.00% | +13 | New |
| Webster Bank, N. A. | 14 | $2.56K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 14 | $2.56K | 0.00% | +14 | New |
| Howard Hughes Medical Institute | 15 | $2.74K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $2.74K | 0.00% | +4+36.4% | Added |
| Rakuten Securities, Inc. | 16 | $2.92K | 0.00% | +15+1,500.0% | Added |
| Sunbelt Securities, Inc. | 17 | $3.10K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 19 | $3.47K | 0.00% | −4−17.4% | Reduced |
| South State Corp. | 21 | $3.83K | 0.00% | +20+2,000.0% | Added |
| Oakworth Capital, Inc. | 21 | $3.83K | 0.00% | +21 | New |
| GW&K Investment Management, LLC | 20 | $4.00K | 0.00% | +4+25.0% | Added |
| Fortitude Family Office, LLC | 22 | $4.01K | 0.00% | +1+4.8% | Added |
| City State Bank | 22 | $4.01K | 0.00% | +5+29.4% | Added |
| J.Safra Asset Management Corp | 22 | $4.01K | 0.00% | +22 | New |
| Steigerwald, Gordon & Koch Inc. | 23 | $4.20K | 0.00% | +23 | New |
| Meramec Financial Planners, LLC | 26 | $4.51K | 0.00% | +26 | New |
| Wolff Wiese Magana LLC | 25 | $4.56K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $4.56K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 25 | $4.56K | 0.00% | +5+25.0% | Added |
| Transamerica Financial Advisors, Inc. | 25 | $4.56K | 0.00% | +25 | New |
| Sachetta, LLC | 27 | $4.93K | 0.00% | +27 | New |
| T. Rowe Price Investment Management, Inc. | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 30 | $5.47K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $5.47K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 30 | $5.47K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 31 | $5.63K | 0.00% | −1−3.1% | Reduced |
| Dogwood Wealth Management LLC | 31 | $5.66K | 0.00% | +15+93.8% | Added |
| TCTC Holdings, LLC | 33 | $6.02K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 33 | $6.02K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $6.75K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 37 | $6.75K | 0.01% | +37 | New |
| Fideuram Asset Management (Ireland) dac | 40 | $6.93K | 0.00% | +40 | New |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $7.12K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 41 | $7.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $8.21K | 0.00% | −14−23.7% | Reduced |
| MCF Advisors LLC | 47 | $8.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $8.58K | 0.01% | +25+113.6% | Added |
| Farmers & Merchants Investments Inc | 49 | $8.94K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 50 | $9.12K | 0.01% | +50 | New |
| Y.D. More Investments Ltd | 52 | $9.49K | 0.00% | −4−7.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 53 | $9.67K | 0.00% | −13−19.7% | Reduced |
| Golden State Wealth Management, LLC | 53 | $9.70K | 0.00% | +7+15.2% | Added |
| CBIZ Investment Advisory Services, LLC | 55 | $10.0K | 0.00% | +25+83.3% | Added |
| Compass Financial Services Inc | 55 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bayban | 64 | $11.7K | 0.01% | +64 | New |
| First Horizon Corp | 67 | $12.2K | 0.00% | −81−54.7% | Reduced |
| Cornerstone Planning Group LLC | 71 | $12.8K | 0.00% | +43+153.6% | Added |
| Elyxium Wealth, LLC | 72 | $13.1K | 0.00% | +72 | New |
| Crews Bank & Trust | 74 | $13.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $13.9K | 0.00% | +17+28.8% | Added |
| Marquette Asset Management, LLC | 79 | $14.4K | 0.00% | +56+243.5% | Added |
| SBI Securities Co., Ltd. | 82 | $15.0K | 0.00% | −55−40.1% | Reduced |
| N.E.W. Advisory Services LLC | 82 | $15.0K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 15,693 | $15.7K | 0.01% | +15,693 | New |
| Raiffeisen Bank International AG | 86 | $15.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 87 | $15.9K | 0.00% | +57+190.0% | Added |