| Harvest Fund Management Co., Ltd | 3 | $0 | 0.00% | −584−99.5% | Reduced |
| Raleigh Capital Management Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| High Note Wealth, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $96 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $96 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $96 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $192 | 0.00% | −2−50.0% | Reduced |
| Godfrey Financial Associates, Inc. | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $271 | 0.00% | −106−98.1% | Reduced |
| American Capital Advisory, LLC | 3 | $288 | 0.00% | −1−25.0% | Reduced |
| Trust Co | 4 | $383 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $383 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4 | $383 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $384 | 0.00% | +1+33.3% | Added |
| Sunbelt Securities, Inc. | 5 | $479 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $479 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $480 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $589 | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $671 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 7 | $671 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7 | $677 | 0.00% | −1−12.5% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $863 | 0.00% | +2+28.6% | Added |
| Bruce G. Allen Investments, LLC | 10 | $959 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 11 | $1.05K | 0.00% | +8+266.7% | Added |
| Fortitude Family Office, LLC | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 15 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $1.44K | 0.00% | +2+15.4% | Added |
| UMA Financial Services, Inc. | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.73K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $1.73K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $1.73K | 0.00% | +13+260.0% | Added |
| Johnson Financial Group, Inc. | 19 | $1.82K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $2.01K | 0.00% | −4−16.0% | Reduced |
| Cromwell Holdings LLC | 26 | $2.49K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 27 | $2.59K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 28 | $2.68K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 28 | $2.68K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 31 | $2.97K | 0.00% | −5−13.9% | Reduced |
| Cedar Mountain Advisors, LLC | 31 | $2.97K | 0.00% | +31 | New |
| Beaird Harris Wealth Management, LLC | 32 | $3.07K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 33 | $3.16K | 0.00% | +33 | New |
| Boreal Capital Management LLC | 35 | $3.35K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 35 | $3.35K | 0.00% | +29+483.3% | Added |
| Tacita Capital Inc | 36 | $3.44K | 0.00% | −167−82.3% | Reduced |
| Wilkerson Advisory Group LLC | 36 | $3.45K | 0.00% | −5−12.2% | Reduced |
| Dogwood Wealth Management LLC | 38 | $3.64K | 0.00% | +38 | New |
| Private Wealth Management Group, LLC | 41 | $3.93K | 0.00% | +41 | New |
| Avion Wealth | 45 | $4.00K | 0.00% | +5+12.5% | Added |
| EFG International AG | 42 | $4.03K | 0.00% | +42 | New |
| Rothschild Investment LLC | 45 | $4.29K | 0.00% | −2−4.3% | Reduced |
| True Wealth Design, LLC | 46 | $4.41K | 0.00% | +20+76.9% | Added |
| Intentional Wealth Strategies, LLC | 51 | $4.89K | 0.00% | +51 | New |
| Oakworth Capital, Inc. | 52 | $4.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $5.00K | 0.00% | +20+58.8% | Added |
| Cornerstone Financial Management LLC | 57 | $5.46K | 0.01% | +14+32.6% | Added |
| Retirement Wealth Solutions LLC | 59 | $5.66K | 0.00% | +13+28.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 60 | $5.75K | 0.01% | +60 | New |
| Sound Income Strategies, LLC | 61 | $5.89K | 0.00% | +1+1.7% | Added |
| Larson Financial Group LLC | 63 | $6.04K | 0.00% | −98−60.9% | Reduced |
| Marquette Asset Management, LLC | 63 | $6.04K | 0.00% | −12−16.0% | Reduced |
| Root Financial Partners, LLC | 66 | $6.33K | 0.00% | +58+725.0% | Added |
| Wolff Wiese Magana LLC | 66 | $6.33K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 69 | $6.61K | 0.00% | +69 | New |
| JNBA Financial Advisors | 70 | $6.71K | 0.00% | +70 | New |
| 1620 Investment Advisors, Inc. | 76 | $7.29K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 77 | $7.38K | 0.00% | −153−66.5% | Reduced |
| Frazier Financial Advisors, LLC | 77 | $7.38K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 80 | $7.67K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 81 | $7.76K | 0.00% | −310−79.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 82 | $7.86K | 0.00% | +82 | New |
| Salomon & Ludwin, LLC | 80 | $7.87K | 0.00% | −51−38.9% | Reduced |
| Grove Bank & Trust | 89 | $8.53K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 90 | $8.63K | 0.00% | −21−18.9% | Reduced |
| Harbour Investments, Inc. | 93 | $8.91K | 0.00% | +4+4.5% | Added |
| Owl Creek Wealth Partners LLC | 95 | $9.11K | 0.00% | +95 | New |
| JFS Wealth Advisors, LLC | 96 | $9.20K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 98 | $9.39K | 0.00% | +86+716.7% | Added |
| Bare Financial Services, Inc | 99 | $9.49K | 0.00% | +30+43.5% | Added |
| HHM Wealth Advisors, LLC | 100 | $9.59K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $9.59K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 103 | $9.87K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 108 | $10.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 112 | $10.7K | 0.00% | −2−1.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 114 | $10.9K | 0.00% | +19+20.0% | Added |
| Central Trust Co | 117 | $11.2K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 139 | $13.3K | 0.01% | −2−1.4% | Reduced |
| Meramec Financial Planners, LLC | 131 | $13.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 135 | $14.4K | 0.00% | +6+4.7% | Added |
| Rossby Financial, LCC | 150 | $14.5K | 0.00% | +117+354.5% | Added |
| LRI Investments, LLC | 157 | $15.0K | 0.00% | +101+180.4% | Added |
| Contravisory Investment Management, Inc. | 160 | $15.3K | 0.00% | −72−31.0% | Reduced |
| Kerr Financial Planning Corp | 147 | $15.4K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 175 | $16.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 178 | $17.1K | 0.00% | −34−16.0% | Reduced |
| Arlington Trust Co LLC | 197 | $18.9K | 0.00% | +197 | New |
| Whipplewood Advisors, LLC | 200 | $19.2K | 0.01% | +197+6,566.7% | Added |
| Farther Finance Advisors, LLC | 200 | $19.3K | 0.00% | +49+32.5% | Added |
| CoreCap Advisors, LLC | 208 | $19.9K | 0.00% | +27+14.9% | Added |
| Cullen/Frost Bankers, Inc. | 212 | $20.3K | 0.00% | 00.0% | Unchanged |
