| BOK Financial Private Wealth, Inc. | 0 | $68 | 0.00% | 0 | New |
| McGuire Capital Advisors Inc | 1 | $275 | 0.00% | −7−87.5% | Reduced |
| Walsh & Associates, LLC | 1 | $275 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $276 | 0.00% | +1 | New |
| First Pacific Financial | 1 | $276 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $550 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2 | $550 | 0.00% | +2 | New |
| Tidemark, LLC | 2 | $550 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $551 | 0.00% | +2 | New |
| Richardson Financial Services Inc. | 3 | $826 | 0.00% | −1−25.0% | Reduced |
| Arcadia Investment Management Corp | 3 | $826 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $826 | 0.00% | +3 | New |
| Basepoint Wealth LLC | 3 | $836 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $837 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 4 | $1.00K | 0.00% | +4 | New |
| Cedar Mountain Advisors, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $1.33K | 0.05% | −1−16.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 5 | $1.38K | 0.00% | −1,390−99.6% | Reduced |
| Caitlin John, LLC | 6 | $1.65K | 0.00% | +5+500.0% | Added |
| Quaker Wealth Management, LLC | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 7 | $1.93K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 7 | $1.93K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 7 | $1.95K | 0.00% | −273−97.5% | Reduced |
| Ogorek Anthony Joseph | 9 | $2.00K | 0.00% | −1−10.0% | Reduced |
| Atlantic Union Bankshares Corp | 8 | $2.20K | 0.00% | +8 | New |
| Intentional Wealth Strategies, LLC | 8 | $2.20K | 0.00% | +8 | New |
| Plato Investment Management Ltd | 8 | $2.20K | 0.00% | −67−89.3% | Reduced |
| Investors Portfolio Services LLC | 9 | $2.39K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $2.48K | 0.00% | +1+12.5% | Added |
| NBT Bank N A | 9 | $2.48K | 0.00% | +9 | New |
| Atwood & Palmer Inc | 9 | $2.48K | 0.00% | +9 | New |
| Portus Wealth Advisors, LLC | 9 | $2.48K | 0.00% | +9 | New |
| Orion Capital Management LLC | 10 | $2.75K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10 | $2.75K | 0.00% | +10 | New |
| Coston, McIsaac & Partners | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 11 | $3.03K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $3.03K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 12 | $3.30K | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 13 | $3.58K | 0.00% | −422−97.0% | Reduced |
| NVWM, LLC | 13 | $3.58K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $3.58K | 0.00% | +3+30.0% | Added |
| Clark Wealth Partners | 13 | $3.58K | 0.00% | +13 | New |
| Clayton Financial Group LLC | 15 | $4.13K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 15 | $4.13K | 0.00% | +15 | New |
| Vermillion Wealth Management, Inc. | 16 | $4.40K | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 17 | $4.68K | 0.00% | +8+88.9% | Added |
| Penserra Capital Management LLC | 21 | $5.00K | 0.00% | −3−12.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $5.15K | 0.00% | −3−14.3% | Reduced |
| Principia Wealth Advisory, LLC | 20 | $5.50K | 0.00% | +5+33.3% | Added |
| Evermay Wealth Management LLC | 20 | $5.53K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 21 | $5.78K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $5.78K | 0.00% | +2+10.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 21 | $5.78K | 0.00% | +19+950.0% | Added |
| Addison Advisors LLC | 21 | $5.78K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 21 | $5.81K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 22 | $6.05K | 0.00% | +3+15.8% | Added |
| Wolff Wiese Magana LLC | 22 | $6.05K | 0.00% | +12+120.0% | Added |
| Innovative Asset Advisors Group, LLC | 23 | $6.39K | 0.00% | +23 | New |
| Lodestone Wealth Management LLC | 24 | $6.60K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 25 | $6.72K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 26 | $6.85K | 0.00% | +26 | New |
| Stone House Investment Management, LLC | 25 | $6.99K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 26 | $7.16K | 0.00% | +5+23.8% | Added |
| Crewe Advisors LLC | 26 | $7.16K | 0.00% | +11+73.3% | Added |
| Arlington Trust Co LLC | 27 | $7.43K | 0.00% | +1+3.8% | Added |
| High Note Wealth, LLC | 28 | $7.71K | 0.00% | +8+40.0% | Added |
| Wealth Preservation Advisors, LLC | 29 | $7.98K | 0.01% | −216−88.2% | Reduced |
| FWL Investment Management, LLC | 29 | $7.98K | 0.00% | −2−6.5% | Reduced |
| Legacy Wealth Managment, LLC | 29 | $7.98K | 0.00% | −26−47.3% | Reduced |
| Heritage Wealth Advisors | 31 | $8.53K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 32 | $9.07K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 33 | $9.08K | 0.00% | +21+175.0% | Added |
| Essential Partners LLC | 33 | $9.08K | 0.00% | +25+312.5% | Added |
| Atlantic Trust, LLC | 34 | $9.36K | 0.00% | +9+36.0% | Added |
| TFC Financial Management | 34 | $9.36K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $9.36K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 35 | $9.63K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 35 | $9.63K | 0.00% | +13+59.1% | Added |
| Elevated Capital Advisors, LLC | 36 | $9.91K | 0.00% | −37−50.7% | Reduced |
| LRI Investments, LLC | 36 | $9.91K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 38 | $9.93K | 0.00% | +8+26.7% | Added |
| Bay Harbor Wealth Management, LLC | 36 | $9.96K | 0.00% | +13+56.5% | Added |
| Highline Wealth Partners LLC | 37 | $10.2K | 0.00% | −8−17.8% | Reduced |
| Bare Financial Services, Inc | 37 | $10.2K | 0.00% | +4+12.1% | Added |
| Bryn Mawr Trust Co | 39 | $10.7K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 40 | $11.3K | 0.00% | −3−7.0% | Reduced |
| Clear Street Markets LLC | 41 | $11.3K | 0.01% | −1,536−97.4% | Reduced |
| Truvestments Capital LLC | 41 | $11.3K | 0.00% | −22−34.9% | Reduced |
| Wedbush Fund Advisers, LLC | 41 | $11.3K | 0.00% | +41 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 42 | $11.6K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 42 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 43 | $11.8K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 44 | $12.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 44 | $12.1K | 0.01% | −2−4.3% | Reduced |