| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $154 | 0.00% | +1 | New |
| Axiom Investment Management LLC | 1 | $163 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $163 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $163 | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 1 | $163 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $164 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $164 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 2 | $326 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 2 | $327 | 0.00% | −2−50.0% | Reduced |
| Cedar Mountain Advisors, LLC | 3 | $490 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3 | $490 | 0.00% | +2+200.0% | Added |
| Morton Brown Family Wealth, LLC | 3 | $490 | 0.00% | +3 | New |
| Triumph Capital Management | 4 | $653 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $653 | 0.00% | +1+33.3% | Added |
| Aspect Partners, LLC | 4 | $653 | 0.00% | +1+33.3% | Added |
| NVWM, LLC | 5 | $817 | 0.00% | −4−44.4% | Reduced |
| Caitlin John, LLC | 5 | $817 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $817 | 0.00% | +4+400.0% | Added |
| Retirement Wealth Solutions LLC | 5 | $817 | 0.00% | +5 | New |
| Pacifica Partners Inc. | 6 | $850 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 6 | $980 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 6 | $980 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $980 | 0.00% | +3+100.0% | Added |
| Winthrop Capital Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 8 | $1.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $1.31K | 0.00% | −18−69.2% | Reduced |
| HFM Investment Advisors, LLC | 8 | $1.31K | 0.00% | +6+300.0% | Added |
| Torren Management, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 9 | $1.47K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $1.47K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $1.63K | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 10 | $1.63K | 0.00% | +10 | New |
| Lodestone Wealth Management LLC | 10 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 12 | $1.96K | 0.00% | −177−93.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | +12+200.0% | Added |
| Bayban | 13 | $2.12K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 13 | $2.12K | 0.00% | +13 | New |
| Ankerstar Wealth, LLC | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 14 | $2.29K | 0.00% | +14 | New |
| Whipplewood Advisors, LLC | 15 | $2.45K | 0.00% | −41−73.2% | Reduced |
| Rachor Investment Advisory Services, LLC | 15 | $2.46K | 0.00% | −4−21.1% | Reduced |
| Addison Advisors LLC | 16 | $2.61K | 0.00% | −586−97.3% | Reduced |
| Rogco, LP | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 17 | $2.78K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 18 | $2.86K | 0.00% | +18 | New |
| Atlantic Trust, LLC | 18 | $2.94K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 19 | $3.10K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 19 | $3.11K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $3.27K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $3.27K | 0.00% | −1−4.8% | Reduced |
| Allied Private Wealth LLC | 24 | $3.42K | 0.00% | +24 | New |
| Hallmark Capital Management Inc | 21 | $3.43K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 21 | $3.43K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 21 | $3.44K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $3.92K | 0.00% | +8+50.0% | Added |
| Investors Portfolio Services LLC | 26 | $4.25K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $4.25K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 26 | $4.25K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 27 | $4.41K | 0.00% | −42−60.9% | Reduced |
| Buck Wealth Strategies, LLC | 28 | $4.57K | 0.00% | +28 | New |
| Sunrise Financial Services, LLC | 29 | $4.74K | 0.00% | −19−39.6% | Reduced |
| American Capital Advisory, LLC | 30 | $4.90K | 0.00% | +3+11.1% | Added |
| Pflug Koory, LLC | 32 | $5.23K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 33 | $5.39K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 33 | $5.39K | 0.00% | +33 | New |
| Pacific Center for Financial Services | 34 | $5.55K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 35 | $5.72K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 36 | $5.88K | 0.00% | +36 | New |
| FNY Investment Advisers, LLC | 40 | $6.00K | 0.00% | −3,580−98.9% | Reduced |
| 1 North Wealth Services LLC | 39 | $6.37K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $6.53K | 0.00% | −29−42.0% | Reduced |
| Accent Capital Management, LLC | 40 | $6.53K | 0.00% | +40 | New |
| Meramec Financial Planners, LLC | 50 | $6.65K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 42 | $6.86K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 42 | $6.86K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 43 | $7.02K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 45 | $7.35K | 0.00% | −3,767−98.8% | Reduced |
| Raffa Wealth Management, LLC | 45 | $7.35K | 0.00% | +15+50.0% | Added |
| BFSG, LLC | 46 | $7.51K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 47 | $7.68K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 47 | $7.69K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 50 | $8.17K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 50 | $8.17K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 50 | $8.17K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 50 | $8.17K | 0.00% | +6+13.6% | Added |
| Premier Financial Group | 50 | $8.17K | 0.00% | +50 | New |
| Graney & King, LLC | 51 | $8.33K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 55 | $8.44K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 66 | $8.61K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 53 | $8.65K | 0.00% | −2,447−97.9% | Reduced |
