| HWG Holdings LP | 0 | $11 | 0.00% | −27−100.0% | Reduced |
| West Financial Advisors, LLC | 3 | $127 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 5 | $210 | 0.00% | +5 | New |
| Authentikos Wealth Advisory, LLC | 5 | $210 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 7 | $317 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $673 | 0.00% | −20−55.6% | Reduced |
| Cedar Mountain Advisors, LLC | 21 | $869 | 0.00% | −280−93.0% | Reduced |
| ClariVest Asset Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| Briaud Financial Planning, Inc | 46 | $1.00K | 0.00% | +46 | New |
| Delos Wealth Advisors, LLC | 25 | $1.11K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 27 | $1.14K | 0.00% | +27 | New |
| Macroview Investment Management LLC | 39 | $1.64K | 0.00% | +39 | New |
| Team Financial Group, LLC | 41 | $1.76K | 0.00% | +41 | New |
| SJS Investment Consulting Inc. | 46 | $1.94K | 0.00% | +13+39.4% | Added |
| GeoWealth Management, LLC | 56 | $2.00K | 0.00% | +5+9.8% | Added |
| HBC Financial Services, PLLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 53 | $2.23K | 0.00% | +53 | New |
| Red Tortoise LLC | 58 | $2.44K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 74 | $3.00K | 0.00% | −64−46.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $3.12K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 75 | $3.15K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 79 | $3.32K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 91 | $3.81K | 0.00% | +2+2.2% | Added |
| Northwest Investment Counselors, LLC | 100 | $4.21K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $4.21K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $4.21K | 0.00% | +54+117.4% | Added |
| Core Wealth Advisors, Inc. | 111 | $4.67K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 116 | $4.88K | 0.00% | −287−71.2% | Reduced |
| Robinswood Financial LLC | 116 | $4.91K | 0.00% | +2+1.8% | Added |
| Blume Capital Management, Inc. | 150 | $6.31K | 0.00% | −102−40.5% | Reduced |
| Emfo, LLC | 150 | $6.31K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 152 | $6.39K | 0.00% | −435−74.1% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 160 | $6.73K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 167 | $7.02K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 172 | $7.22K | 0.00% | +10+6.2% | Added |
| PrairieView Partners, LLC | 200 | $8.00K | 0.00% | −600−75.0% | Reduced |
| Activest Wealth Management | 195 | $8.20K | 0.01% | +4+2.1% | Added |
| 1832 Asset Management L.P. | 205 | $8.62K | 0.00% | −10−4.7% | Reduced |
| HighMark Wealth Management LLC | 221 | $9.28K | 0.01% | +35+18.8% | Added |
| JNBA Financial Advisors | 225 | $9.46K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 226 | $9.49K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 227 | $9.54K | 0.02% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 235 | $9.87K | 0.01% | +235 | New |
| Front Row Advisors LLC | 242 | $10.4K | 0.00% | +35+16.9% | Added |
| Syntax Research, Inc. | 250 | $10.5K | 0.01% | +250 | New |
| Beaird Harris Wealth Management, LLC | 255 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 263 | $11.1K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 289 | $12.2K | 3.07% | +36+14.2% | Added |
| Pittenger & Anderson Inc | 300 | $12.6K | 0.00% | −200−40.0% | Reduced |
| Tradewinds Capital Management, LLC | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $12.6K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 300 | $12.6K | 0.00% | +300 | New |
| NVWM, LLC | 300 | $12.9K | 0.00% | −30−9.1% | Reduced |
| KB Financial Partners, LLC | 308 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 309 | $13.0K | 0.01% | +6+2.0% | Added |
| TD Capital Management LLC | 331 | $13.9K | 0.00% | −51−13.4% | Reduced |
| VisionPoint Advisory Group, LLC | 337 | $14.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 338 | $14.2K | 0.01% | +338 | New |
| Moisand Fitzgerald Tamayo, LLC | 352 | $14.8K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 375 | $15.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 361 | $15.2K | 0.01% | +361 | New |
| Flaharty Asset Management, LLC | 377 | $15.9K | 0.00% | +377 | New |
| Ogorek Anthony Joseph | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 385 | $16.2K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 391 | $16.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 404 | $17.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 404 | $17.0K | 0.01% | +6+1.5% | Added |
| ZRC Wealth Management, LLC | 404 | $17.0K | 0.01% | +8+2.0% | Added |
| Hallmark Capital Management Inc | 407 | $17.1K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 413 | $17.4K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 414 | $17.4K | 0.00% | +5+1.2% | Added |
| Brown, Lisle/Cummings, Inc. | 425 | $17.9K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 422 | $18.2K | 0.01% | +36+9.3% | Added |
| IAG Wealth Partners, LLC | 441 | $18.6K | 0.01% | +8+1.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 475 | $20.0K | 0.01% | +475 | New |
| Asset Dedication, LLC | 494 | $21.0K | 0.00% | −280−36.2% | Reduced |
| St. Johns Investment Management Company, LLC | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 519 | $21.8K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 519 | $22.0K | 0.00% | −1,261−70.8% | Reduced |
| Bourgeon Capital Management LLC | 542 | $22.8K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 545 | $22.9K | 0.01% | +300+122.4% | Added |
| PayPay Securities Corp | 551 | $23.2K | 1.12% | +462+519.1% | Added |
| Global Financial Private Client, LLC | 564 | $23.5K | 0.01% | +5+0.9% | Added |
| Pacifica Partners Inc. | 571 | $24.0K | 0.01% | +7+1.2% | Added |
| West Paces Advisors Inc. | 579 | $24.3K | 0.01% | −28−4.6% | Reduced |
| Gleason Group, Inc. | 591 | $24.9K | 0.01% | +11+1.9% | Added |
| PSI Advisors, LLC | 595 | $25.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 620 | $26.1K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 623 | $26.2K | 0.00% | +623 | New |
| Nemes Rush Group LLC | 636 | $26.7K | 0.00% | +323+103.2% | Added |
| Ruedi Wealth Management, Inc. | 650 | $27.3K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 665 | $28.0K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 695 | $29.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 701 | $29.5K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 705 | $29.6K | 0.01% | +705 | New |
| Legacy Financial Group LLC | 725 | $30.5K | 0.01% | +725 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 714 | $30.7K | 0.02% | +714 | New |
| Zions Bancorporation, N.A. | 735 | $30.9K | 0.00% | −36−4.7% | Reduced |
| Iron Horse Wealth Management, LLC | 744 | $31.3K | 0.02% | +44+6.3% | Added |