| Pin Oak Investment Advisors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $82 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6 | $164 | 0.00% | +6 | New |
| Beaird Harris Wealth Management, LLC | 7 | $191 | 0.00% | −180−96.3% | Reduced |
| Coastal Capital Group, Inc. | 9 | $245 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $246 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $273 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $273 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $273 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $273 | 0.00% | +10 | New |
| Financial Freedom, LLC | 11 | $313 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 12 | $327 | 0.00% | +12 | New |
| Concord Wealth Partners | 14 | $382 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $382 | 0.00% | +3+27.3% | Added |
| WR Wealth Planners, LLC | 20 | $545 | 0.00% | +20 | New |
| Delos Wealth Advisors, LLC | 20 | $546 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $573 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 24 | $655 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 27 | $737 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $900 | 0.00% | +33 | New |
| Missouri Trust & Investment Co | 35 | $954 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 35 | $954 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 52 | $1.00K | 0.00% | +30+136.4% | Added |
| VitalStone Financial, LLC | 36 | $1.00K | 0.00% | +1+2.9% | Added |
| Kelly Financial Services LLC | 37 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $1.09K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 40 | $1.12K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 44 | $1.20K | 0.00% | −1−2.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 45 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $1.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $1.36K | 0.00% | +50 | New |
| Assetmark, Inc | 52 | $1.42K | 0.00% | −52−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 60 | $1.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 72 | $1.96K | 0.00% | +60+500.0% | Added |
| Baker Avenue Asset Management, LP | 73 | $1.99K | 0.00% | −8−9.9% | Reduced |
| Massmutual Trust Co FSB | 75 | $2.04K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $2.05K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 76 | $2.07K | 0.00% | +26+52.0% | Added |
| PayPay Securities Corp | 80 | $2.18K | 0.15% | −94−54.0% | Reduced |
| Richard W. Paul & Associates, LLC | 80 | $2.18K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 80 | $2.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $2.54K | 0.00% | −1−1.1% | Reduced |
| Activest Wealth Management | 97 | $2.56K | 0.00% | −1,935−95.2% | Reduced |
| Piershale Financial Group, Inc. | 95 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $2.73K | 0.00% | −50−33.3% | Reduced |
| Investors Research Corp | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $2.73K | 0.00% | +75+300.0% | Added |
| Avalon Trust Co | 100 | $2.73K | 0.00% | +100 | New |
| Lee Financial Co | 113 | $3.08K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 115 | $3.14K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 121 | $3.30K | 0.00% | +121 | New |
| WealthPLAN Partners, LLC | 124 | $3.38K | 0.00% | +124 | New |
| 25 LLC | 159 | $3.43K | 0.00% | +159 | New |
| Sound Income Strategies, LLC | 126 | $3.44K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 130 | $3.54K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $4.09K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $4.36K | 0.00% | +160 | New |
| BBJS Financial Advisors, LLC | 177 | $4.83K | 0.00% | −64,924−99.7% | Reduced |
| Core Alternative Capital | 181 | $4.94K | 0.00% | +3+1.7% | Added |
| Capital Advisors, Ltd. LLC | 199 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Pathway Financial Advisers, LLC | 184 | $5.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 200 | $5.45K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 202 | $5.51K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 205 | $5.59K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 207 | $5.64K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 208 | $5.67K | 0.00% | +208 | New |
| Quent Capital, LLC | 212 | $5.78K | 0.00% | +49+30.1% | Added |
| Global Retirement Partners, LLC | 286 | $5.98K | 0.00% | +119+71.3% | Added |
| Earnest Partners LLC | 221 | $6.03K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 215 | $6.14K | 0.00% | −131−37.9% | Reduced |
| Tucker Asset Management LLC | 247 | $6.74K | 0.00% | −110−30.8% | Reduced |
| Manchester Capital Management LLC | 247 | $6.74K | 0.00% | +202+448.9% | Added |
| Baldwin Brothers Inc | 250 | $6.82K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 250 | $6.82K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 250 | $6.82K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 253 | $6.90K | 0.00% | −12−4.5% | Reduced |
| HM Payson & Co | 263 | $7.17K | 0.00% | −99−27.3% | Reduced |
| Zions Bancorporation, N.A. | 273 | $7.45K | 0.00% | −479−63.7% | Reduced |
| Chesapeake Asset Management LLC | 275 | $7.50K | 0.01% | +275 | New |
| Tilia Fiduciary Partners, Inc. | 290 | $7.91K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 300 | $8.18K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $8.18K | 0.00% | +100+50.0% | Added |
| Huntington National Bank | 319 | $8.70K | 0.00% | +319 | New |
| Farther Finance Advisors, LLC | 327 | $8.92K | 0.00% | +13+4.1% | Added |
| TD Ameritrade Investment Management, LLC | 329 | $9.00K | 0.00% | +16+5.1% | Added |
| WFA Asset Management Corp | 350 | $9.54K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 393 | $10.7K | 0.00% | −540−57.9% | Reduced |
| Harbor Investment Advisory, LLC | 400 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 400 | $10.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 442 | $12.0K | 0.01% | −9−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 485 | $12.0K | 0.00% | +110+29.3% | Added |