| Raleigh Capital Management Inc. | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $224 | 0.00% | −8−80.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $224 | 0.00% | −5−71.4% | Reduced |
| Seneschal Advisors, LLC | 2 | $224 | 0.00% | −1−33.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 2 | $224 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $224 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $335 | 0.00% | −5−62.5% | Reduced |
| HFM Investment Advisors, LLC | 3 | $336 | 0.00% | −3−50.0% | Reduced |
| Signature Resources Capital Management, LLC | 3 | $336 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $362 | 0.00% | −157−98.1% | Reduced |
| Rialto Wealth Management, LLC | 4 | $448 | 0.00% | −6−60.0% | Reduced |
| American Capital Advisory, LLC | 4 | $448 | 0.00% | +3+300.0% | Added |
| USA Financial Portformulas Corp | 4 | $448 | 0.00% | +4 | New |
| Maseco LLP | 4 | $450 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 5 | $560 | 0.00% | −391−98.7% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $560 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $560 | 0.00% | +2+66.7% | Added |
| Trust Co of Vermont | 5 | $560 | 0.00% | +5 | New |
| Hilton Head Capital Partners, LLC | 6 | $671 | 0.00% | +6 | New |
| Sunrise Financial Services, LLC | 6 | $671 | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 6 | $672 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $678 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $895 | 0.00% | −23−74.2% | Reduced |
| Investment Counsel Co of Nevada | 8 | $896 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $901 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | −16−57.1% | Reduced |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $1.01K | 0.00% | +9 | New |
| Aspect Partners, LLC | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12 | $1.34K | 0.00% | −5−29.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 12 | $1.34K | 0.00% | +12 | New |
| Addison Advisors LLC | 12 | $1.34K | 0.00% | +12 | New |
| Ankerstar Wealth, LLC | 12 | $1.34K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 13 | $1.46K | 0.00% | −3−18.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $1.57K | 0.00% | +14 | New |
| Elevated Capital Advisors, LLC | 14 | $1.57K | 0.00% | +14 | New |
| Dogwood Wealth Management LLC | 15 | $1.68K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.79K | 0.00% | −8−33.3% | Reduced |
| Thompson Investment Management, Inc. | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $1.95K | 0.00% | +1+6.3% | Added |
| Duncker Streett & Co Inc | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 21 | $2.35K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 22 | $2.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $2.57K | 0.00% | +15+187.5% | Added |
| IMA Wealth, Inc. | 25 | $2.80K | 0.00% | +25 | New |
| Sachetta, LLC | 26 | $2.91K | 0.00% | +9+52.9% | Added |
| South State Corp. | 29 | $3.25K | 0.00% | +24+480.0% | Added |
| Keating Financial Advisory Services, Inc. | 30 | $3.36K | 0.00% | +30 | New |
| St Germain D J Co Inc | 31 | $3.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $3.65K | 0.00% | −2−10.5% | Reduced |
| Kingdom Financial Group LLC. | 33 | $3.69K | 0.00% | +33 | New |
| Abound Wealth Management | 33 | $3.69K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 35 | $3.98K | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 36 | $4.00K | 0.00% | −2−5.3% | Reduced |
| Kilter Group LLC | 40 | $4.48K | 0.00% | +18+81.8% | Added |
| Entrust Financial LLC | 41 | $4.59K | 0.00% | +41 | New |
| Crewe Advisors LLC | 42 | $4.70K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 44 | $4.92K | 0.00% | +4+10.0% | Added |
| Triumph Capital Management | 45 | $5.04K | 0.00% | +45 | New |
| Cherry Tree Wealth Management, LLC | 45 | $5.04K | 0.00% | +45 | New |
| Measured Wealth Private Client Group, LLC | 49 | $5.52K | 0.00% | −251−83.7% | Reduced |
| Hager Investment Management Services, LLC | 50 | $5.60K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 51 | $5.71K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 51 | $5.75K | 0.00% | +35+218.8% | Added |
| SBI Securities Co., Ltd. | 53 | $5.93K | 0.00% | −1−1.9% | Reduced |
| Sunbelt Securities, Inc. | 53 | $5.93K | 0.00% | +18+51.4% | Added |
| SHP Wealth Management | 54 | $6.04K | 0.00% | +54 | New |
| HM Payson & Co | 55 | $6.16K | 0.00% | −55−50.0% | Reduced |
| WPG Advisers, LLC | 56 | $6.27K | 0.00% | −48−46.2% | Reduced |
| Activest Wealth Management | 56 | $6.27K | 0.00% | +56 | New |
| Zions Bancorporation, National Association | 58 | $6.49K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 60 | $6.71K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 61 | $6.80K | 0.00% | +1+1.7% | Added |
| Manchester Capital Management LLC | 63 | $7.05K | 0.00% | +31+96.9% | Added |
| Benson Wealth Management INC | 66 | $7.39K | 0.01% | +66 | New |
| Transamerica Financial Advisors, Inc. | 67 | $7.54K | 0.00% | +10+17.5% | Added |
| MidAtlantic Capital Management, Inc. | 68 | $7.61K | 0.00% | +68 | New |
| Whittier Trust Co of Nevada Inc | 67 | $7.79K | 0.00% | −1−1.5% | Reduced |
| 1015 Capital Partners, LLC | 71 | $7.95K | 0.01% | +71 | New |
| Davidson Capital Management Inc. | 72 | $8.06K | 0.00% | −20,917−99.7% | Reduced |
| Farmers & Merchants Investments Inc | 74 | $8.28K | 0.00% | +3+4.2% | Added |
| Hillsdale Investment Management Inc. | 80 | $8.95K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 80 | $8.96K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 86 | $9.62K | 0.00% | −2,355−96.5% | Reduced |
| Park Square Financial Group, LLC | 57 | $9.71K | 0.06% | +57 | New |
| Pinnacle Wealth Planning Services, Inc. | 92 | $10.3K | 0.00% | +92 | New |
| City Holding Co | 94 | $10.5K | 0.00% | +94 | New |
| True Wealth Design, LLC | 94 | $10.5K | 0.00% | −348−78.7% | Reduced |
| Private Wealth Management Group, LLC | 97 | $10.9K | 0.00% | −15−13.4% | Reduced |
| JFS Wealth Advisors, LLC | 98 | $11.0K | 0.00% | +4+4.3% | Added |
| Brown, Lisle/Cummings, Inc. | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 106 | $11.9K | 0.00% | 00.0% | Unchanged |