| Beaird Harris Wealth Management, LLC | 1 | $251 | 0.00% | −5−83.3% | Reduced |
| Quaker Wealth Management, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $251 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1 | $251 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $251 | 0.00% | +1 | New |
| Aventura Private Wealth, LLC | 1 | $251 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $502 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $502 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $753 | 0.00% | −2,676−99.9% | Reduced |
| Winnow Wealth LLC | 3 | $753 | 0.00% | −27−90.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 3 | $753 | 0.00% | +3 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| HFM Investment Advisors, LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Aspect Partners, LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Whipplewood Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $1.00K | 0.00% | +4 | New |
| N.E.W. Advisory Services LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 5 | $1.25K | 0.00% | +5 | New |
| Financial Consulate, Inc | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6 | $1.50K | 0.00% | +6 | New |
| Ares Financial Consulting, LLC | 6 | $1.50K | 0.00% | +6 | New |
| McMillan Office, Inc. | 6 | $1.50K | 0.00% | +6 | New |
| Benson Wealth Management INC | 6 | $1.50K | 0.00% | +6 | New |
| Cornerstone Financial Management LLC | 6 | $1.50K | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 6 | $1.51K | 0.00% | −39−86.7% | Reduced |
| Rialto Wealth Management, LLC | 6 | $1.51K | 0.00% | −1−14.3% | Reduced |
| Albion Financial Group | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.51K | 0.00% | +3+100.0% | Added |
| Signature Equity Partners, LLC | 6 | $1.51K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 7 | $1.76K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 7 | $1.76K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $1.76K | 0.00% | +1+16.7% | Added |
| AdvisorNet Financial, Inc | 8 | $2.01K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 8 | $2.01K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 9 | $2.18K | 0.00% | +1+12.5% | Added |
| Strategic Investment Solutions, Inc. | 9 | $2.26K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 9 | $2.26K | 0.00% | +9 | New |
| Asset Dedication, LLC | 10 | $2.53K | 0.00% | +2+25.0% | Added |
| LRI Investments, LLC | 11 | $2.76K | 0.00% | −319−96.7% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 11 | $2.76K | 0.00% | −6−35.3% | Reduced |
| C M Bidwell & Associates Ltd | 11 | $2.76K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $2.76K | 0.00% | +11 | New |
| Avion Wealth | 14 | $3.00K | 0.00% | −6−30.0% | Reduced |
| Raffa Wealth Management, LLC | 12 | $3.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $3.01K | 0.00% | −72−85.7% | Reduced |
| Sound Income Strategies, LLC | 12 | $3.25K | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $3.26K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 13 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 13 | $3.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $3.37K | 0.00% | −5−27.8% | Reduced |
| High Note Wealth, LLC | 14 | $3.51K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 14 | $3.51K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 14 | $3.51K | 0.00% | +14 | New |
| Cedar Mountain Advisors, LLC | 15 | $3.76K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 15 | $3.76K | 0.00% | +13+650.0% | Added |
| Eastern Bank | 15 | $3.76K | 0.00% | +15 | New |
| Creative Financial Designs Inc | 16 | $4.01K | 0.00% | −1−5.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 16 | $4.01K | 0.00% | +4+33.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 16 | $4.01K | 0.01% | +6+60.0% | Added |
| Retirement Wealth Solutions LLC | 17 | $4.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $4.26K | 0.00% | −2−10.5% | Reduced |
| Rocky Mountain Advisers, LLC | 17 | $4.26K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 17 | $4.26K | 0.00% | +17 | New |
| Union Savings Bank | 18 | $4.51K | 0.00% | +18 | New |
| Howard Hughes Medical Institute | 18 | $4.52K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 19 | $4.77K | 0.00% | −5−20.8% | Reduced |
| Westfuller Advisors, LLC | 19 | $4.79K | 0.00% | −11−36.7% | Reduced |
| First United Bank Trust | 20 | $5.02K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 20 | $5.02K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $5.27K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 22 | $5.54K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 22 | $5.60K | 0.00% | +22 | New |
| Centennial Bank | 24 | $6.02K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 25 | $6.27K | 0.00% | −1−3.8% | Reduced |
| Gleason Group, Inc. | 25 | $6.27K | 0.00% | +25 | New |
| Jessup Wealth Management, Inc | 26 | $6.57K | 0.00% | +26 | New |
| RMG Wealth Management LLC | 25 | $6.73K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 27 | $6.77K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 29 | $7.28K | 0.00% | +29 | New |
| True Wealth Design, LLC | 30 | $7.43K | 0.00% | +12+66.7% | Added |
| MTM Investment Management, LLC | 30 | $7.53K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 31 | $7.89K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 32 | $8.03K | 0.00% | −9−22.0% | Reduced |
| GoalVest Advisory LLC | 33 | $8.28K | 0.00% | +33 | New |
| Arlington Trust Co LLC | 35 | $8.78K | 0.00% | +35 | New |
| Keating Financial Advisory Services, Inc. | 35 | $8.78K | 0.00% | +35 | New |
| Rothschild Investment LLC | 37 | $9.28K | 0.00% | −10−21.3% | Reduced |
| Golden State Wealth Management, LLC | 37 | $9.28K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 38 | $9.53K | 0.00% | +2+5.6% | Added |