| Ogorek Anthony Joseph | 3 | $0 | 0.00% | +1+50.0% | Added |
| Ancora Advisors, LLC | 1 | $274 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $274 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $274 | 0.00% | +1 | New |
| Clark Wealth Partners | 2 | $482 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $498 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $547 | 0.00% | −5−71.4% | Reduced |
| Core Alternative Capital | 2 | $547 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $548 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $548 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $556 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $646 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $813 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3 | $821 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $822 | 0.00% | +1+50.0% | Added |
| Retirement Wealth Solutions LLC | 3 | $822 | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 4 | $1.09K | 0.00% | −69−94.5% | Reduced |
| WestEnd Advisors, LLC | 4 | $1.09K | 0.00% | −2−33.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 4 | $1.09K | 0.00% | +4 | New |
| North Capital, Inc. | 4 | $1.09K | 0.00% | +4 | New |
| NVWM, LLC | 5 | $1.37K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.37K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 5 | $1.37K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5 | $1.37K | 0.00% | +3+150.0% | Added |
| Guerra Advisors Inc | 5 | $1.37K | 0.00% | +5 | New |
| Texas Capital Bancshares Inc | 6 | $1.64K | 0.00% | +6 | New |
| TFC Financial Management | 6 | $1.64K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 7 | $1.92K | 0.00% | +7 | New |
| Toth Financial Advisory Corp | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $1.92K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8 | $2.19K | 0.00% | −1,652−99.5% | Reduced |
| Crowley Wealth Management, Inc. | 8 | $2.19K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.46K | 0.00% | +3+50.0% | Added |
| Strategic Advocates LLC | 9 | $2.46K | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 10 | $2.50K | 0.00% | −4−28.6% | Reduced |
| Highline Wealth Partners LLC | 10 | $2.74K | 0.00% | +1+11.1% | Added |
| Grey Fox Wealth Advisors, LLC | 10 | $2.74K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 10 | $2.74K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $2.74K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 651 | $2.80K | 0.00% | +622+2,144.8% | Added |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | −780−98.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Cloud Capital Management, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Atlantic Trust, LLC | 11 | $3.01K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $3.24K | 0.00% | +1+9.1% | Added |
| CoreCap Advisors, LLC | 12 | $3.29K | 0.00% | +6+100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 12 | $3.29K | 0.00% | +11+1,100.0% | Added |
| MCF Advisors LLC | 12 | $3.29K | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 13 | $3.29K | 0.00% | +13 | New |
| Westfuller Advisors, LLC | 13 | $3.56K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $3.57K | 0.00% | +1+8.3% | Added |
| Raffa Wealth Management, LLC | 14 | $3.83K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 14 | $3.83K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 14 | $3.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 15 | $4.11K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 16 | $4.38K | 0.00% | −1−5.9% | Reduced |
| ZRC Wealth Management, LLC | 16 | $4.38K | 0.00% | +16 | New |
| Wealth Watch Advisors, INC | 16 | $4.38K | 0.00% | +16 | New |
| Abound Wealth Management | 16 | $4.38K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $4.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $4.93K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 18 | $4.93K | 0.00% | +18 | New |
| Essential Partners LLC | 19 | $5.20K | 0.00% | +4+26.7% | Added |
| South State Corp. | 20 | $5.47K | 0.00% | −47−70.1% | Reduced |
| First Pacific Financial | 20 | $5.47K | 0.00% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 21 | $5.64K | 0.01% | +21 | New |
| Groupe la Francaise | 22 | $6.02K | 0.00% | −199−90.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 22 | $6.02K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 22 | $6.02K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 22 | $6.02K | 0.00% | +22 | New |
| Inlight Wealth Management, LLC | 23 | $6.30K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 24 | $6.57K | 0.00% | +8+50.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 24 | $6.57K | 0.00% | +24 | New |
| Caitong International Asset Management Co., Ltd | 24 | $6.57K | 0.00% | +24 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $6.86K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $7.00K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 26 | $7.12K | 0.00% | +26 | New |
| Virtus ETF Advisers LLC | 31 | $8.49K | 0.00% | −269−89.7% | Reduced |
| Howard Hughes Medical Institute | 31 | $8.49K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 32 | $8.76K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 32 | $8.76K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 32 | $8.76K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 33 | $9.03K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 34 | $9.31K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 35 | $9.58K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 36 | $9.85K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 37 | $10.1K | 0.00% | +37 | New |
| ORG Partners LLC | 38 | $10.4K | 0.00% | +23+153.3% | Added |
| Boreal Capital Management LLC | 39 | $10.7K | 0.01% | +39 | New |
| Sachetta, LLC | 39 | $10.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $10.9K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 40 | $10.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 41 | $11.2K | 0.00% | +2+5.1% | Added |
| Raleigh Capital Management Inc. | 43 | $11.8K | 0.00% | −8−15.7% | Reduced |
| Bruce G. Allen Investments, LLC | 44 | $12.0K | 0.01% | 00.0% | Unchanged |