| IMA Wealth, Inc. | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $227 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $227 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $227 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $264 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $454 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2 | $454 | 0.00% | +2 | New |
| IAG Wealth Partners, LLC | 2 | $454 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $454 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $454 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $454 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $454 | 0.00% | +2 | New |
| ORG Partners LLC | 3 | $679 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $681 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $681 | 0.00% | +3 | New |
| United Community Bank | 3 | $681 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $907 | 0.00% | +2+100.0% | Added |
| HFM Investment Advisors, LLC | 4 | $908 | 0.00% | +2+100.0% | Added |
| UMA Financial Services, Inc. | 4 | $908 | 0.00% | +4 | New |
| Quest 10 Wealth Builders, Inc. | 4 | $908 | 0.00% | +4 | New |
| Clark Wealth Partners | 4 | $962 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.14K | 0.00% | −1−16.7% | Reduced |
| Financial Management Professionals, Inc. | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5 | $1.14K | 0.00% | +5 | New |
| Wealth Watch Advisors, INC | 5 | $1.14K | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $1.14K | 0.00% | +5 | New |
| ZRC Wealth Management, LLC | 6 | $1.36K | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 7 | $1.59K | 0.00% | −141−95.3% | Reduced |
| NVWM, LLC | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $1.82K | 0.00% | +1+14.3% | Added |
| Hughes Financial Services, LLC | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $2.25K | 0.00% | +4+66.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $2.27K | 0.00% | −207−95.4% | Reduced |
| Manchester Capital Management LLC | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $2.27K | 0.00% | +10 | New |
| Howard Hughes Medical Institute | 11 | $2.50K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 13 | $2.95K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Ameritas Advisory Services, LLC | 14 | $3.18K | 0.00% | −19−57.6% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $3.18K | 0.00% | −1−6.7% | Reduced |
| Financial Network Wealth Advisors LLC | 14 | $3.21K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 16 | $3.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $3.86K | 0.00% | +3+21.4% | Added |
| Transamerica Financial Advisors, Inc. | 18 | $3.89K | 0.00% | +18 | New |
| CBIZ Investment Advisory Services, LLC | 18 | $4.08K | 0.00% | +17+1,700.0% | Added |
| First Horizon Corp | 19 | $4.31K | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 20 | $4.54K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 21 | $4.77K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 21 | $4.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $4.85K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 22 | $4.99K | 0.00% | −44−66.7% | Reduced |
| Albion Financial Group | 22 | $4.99K | 0.00% | +10+83.3% | Added |
| Webster Bank, N. A. | 23 | $5.22K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 23 | $5.22K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $5.22K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $5.90K | 0.00% | +20+333.3% | Added |
| Cromwell Holdings LLC | 27 | $6.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $6.13K | 0.00% | +5+22.7% | Added |
| Frazier Financial Advisors, LLC | 28 | $6.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $6.58K | 0.00% | −24−45.3% | Reduced |
| Palisade Asset Management, LLC | 29 | $6.58K | 0.00% | +29 | New |
| Millstone Evans Group, LLC | 29 | $6.58K | 0.00% | +29 | New |
| South State Corp. | 30 | $6.81K | 0.00% | −16−34.8% | Reduced |
| Binnacle Investments Inc | 32 | $7.26K | 0.00% | −7−17.9% | Reduced |
| MV Capital Management, Inc. | 32 | $7.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $7.72K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $7.72K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $7.94K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 35 | $7.94K | 0.01% | +35 | New |
| Marshall & Sterling Wealth Advisors Inc. | 37 | $8.40K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $8.40K | 0.00% | +1+2.8% | Added |
| Grey Fox Wealth Advisors, LLC | 38 | $8.62K | 0.00% | +38 | New |
| Redwood Park Advisors LLC | 40 | $9.14K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 43 | $9.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 44 | $9.99K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 45 | $10.1K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 46 | $10.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 46 | $10.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 47 | $10.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 47 | $10.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 48 | $10.9K | 0.00% | −904−95.0% | Reduced |
| Ogorek Anthony Joseph | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 49 | $11.1K | 0.01% | −36−42.4% | Reduced |
| Private Wealth Asset Management, LLC | 52 | $11.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 55 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 57 | $12.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $13.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 60 | $13.5K | 0.00% | +1+1.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 65 | $14.8K | 0.00% | +65 | New |