| TFC Financial Management | 1 | $167 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 3 | $500 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4 | $667 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $837 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.17K | 0.00% | +3+75.0% | Added |
| Beaird Harris Wealth Management, LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $1.58K | 0.00% | −128−93.4% | Reduced |
| Tucker Asset Management LLC | 10 | $1.67K | 0.00% | −47−82.5% | Reduced |
| Manchester Capital Management LLC | 10 | $1.67K | 0.00% | +4+66.7% | Added |
| Assetmark, Inc | 11 | $1.83K | 0.00% | −257−95.9% | Reduced |
| Asset Dedication, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Horizon Investments, LLC | 12 | $2.00K | 0.00% | +12 | New |
| BOK Financial Private Wealth, Inc. | 13 | $2.18K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 14 | $2.33K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 14 | $2.36K | 0.00% | +14 | Added |
| Sachetta, LLC | 16 | $2.37K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $2.50K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 16 | $2.67K | 0.00% | +15+1,500.0% | Added |
| St Germain D J Co Inc | 17 | $2.84K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 17 | $2.84K | 0.00% | +1+6.3% | Added |
| Macroview Investment Management LLC | 19 | $3.17K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 21 | $3.50K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $3.67K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $3.84K | 0.00% | −9−28.1% | Reduced |
| Jones Financial Companies LLLP | 23 | $3.84K | 0.00% | +23 | New |
| Avion Wealth | 20 | $4.00K | 0.00% | −5−20.0% | Reduced |
| HBC Financial Services, PLLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $4.00K | 0.00% | −8−25.0% | Reduced |
| Leonteq Securities AG | 25 | $4.17K | 0.00% | +25 | New |
| Bogart Wealth, LLC | 25 | $4.19K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $4.35K | 0.00% | +26 | New |
| Byrne Asset Management LLC | 28 | $4.67K | 0.00% | +28 | New |
| Abich Financial Wealth Management LLC | 29 | $4.84K | 0.00% | +10+52.6% | Added |
| Geneos Wealth Management Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 32 | $5.34K | 0.00% | +32 | New |
| Spire Wealth Management | 34 | $5.67K | 0.00% | −14−29.2% | Reduced |
| WealthCollab, LLC | 35 | $5.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $6.00K | 0.00% | −1−2.7% | Reduced |
| Valued Wealth Advisors LLC | 36 | $6.04K | 0.00% | +27+300.0% | Added |
| Farmers & Merchants Investments Inc | 38 | $6.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $6.84K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 41 | $6.86K | 0.00% | +9+28.1% | Added |
| Harbour Investments, Inc. | 44 | $7.34K | 0.00% | −15−25.4% | Reduced |
| Abound Wealth Management | 45 | $7.51K | 0.00% | +24+114.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 50 | $8.00K | 0.00% | −30−37.5% | Reduced |
| Parkside Financial Bank & Trust | 54 | $9.01K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 58 | $9.31K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 59 | $9.84K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 59 | $9.84K | 0.00% | +59 | New |
| Joseph Group Capital Management | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 60 | $10.0K | 0.01% | +45+300.0% | Added |
| Princeton Global Asset Management LLC | 63 | $10.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 72 | $10.7K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 69 | $11.5K | 0.01% | +69 | New |
| Frazier Financial Advisors, LLC | 69 | $11.5K | 0.01% | +42+155.6% | Added |
| LRI Investments, LLC | 72 | $12.0K | 0.00% | +72 | New |
| Caitlin John, LLC | 72 | $12.1K | 0.01% | −32−30.8% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $12.3K | 0.00% | +16+28.1% | Added |
| Zions Bancorporation, N.A. | 76 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 79 | $13.2K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 82 | $13.7K | 0.01% | −132−61.7% | Reduced |
| Benjamin Edwards Inc | 83 | $14.0K | 0.00% | +83 | New |
| Quarry LP | 87 | $14.5K | 0.01% | −332−79.2% | Reduced |
| Richardson Financial Services Inc. | 87 | $14.5K | 0.01% | −4−4.4% | Reduced |
| Distillate Capital Partners LLC | 88 | $14.7K | 2.46% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 88 | $14.7K | 0.00% | +79+877.8% | Added |
| Tobam | 89 | $15.0K | 0.00% | +89 | New |
| Private Wealth Management Group, LLC | 90 | $15.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $16.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $16.7K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 102 | $17.0K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 105 | $17.5K | 0.00% | −3−2.8% | Reduced |
| Catalyst Capital Advisors LLC | 105 | $17.5K | 0.00% | −3−2.8% | Reduced |
| Concord Wealth Partners | 106 | $17.7K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 106 | $17.7K | 0.00% | +81+324.0% | Added |
| Harvest Fund Management Co., Ltd | 109 | $18.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 110 | $18.3K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 115 | $19.2K | 0.01% | −52−31.1% | Reduced |
| Venturi Wealth Management, LLC | 120 | $20.0K | 0.00% | +104+650.0% | Added |
| Hexagon Capital Partners LLC | 122 | $20.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 126 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 128 | $21.4K | 0.02% | −54−29.7% | Reduced |
| EntryPoint Capital, LLC | 141 | $23.5K | 0.02% | +16+12.8% | Added |
| MV Capital Management, Inc. | 149 | $24.9K | 0.00% | +79+112.9% | Added |
| Citizens National Bank Trust Department | 154 | $25.7K | 0.01% | +154 | New |
| NBC Securities, Inc. | 160 | $26.0K | 0.00% | +160 | New |
| Raleigh Capital Management Inc. | 157 | $26.2K | 0.01% | +7+4.7% | Added |
| Riverview Trust Co | 165 | $27.5K | 0.02% | +165 | New |
| Contravisory Investment Management, Inc. | 179 | $29.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 182 | $30.4K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 183 | $30.6K | 0.00% | −13−6.6% | Reduced |
| ORG Partners LLC | 183 | $30.9K | 0.06% | +183 | New |
| Deseret Mutual Benefit Administrators | 195 | $32.5K | 0.02% | 00.0% | Unchanged |