| Y.D. More Investments Ltd | 29 | $44 | 0.00% | +29 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $299 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $384 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $497 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $498 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $499 | 0.00% | −50−98.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $499 | 0.00% | −4−80.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $499 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $499 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $499 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $499 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $499 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $499 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $499 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $997 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $997 | 0.00% | −1−33.3% | Reduced |
| Financial Network Wealth Advisors LLC | 2 | $997 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.50K | 0.00% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $1.50K | 0.00% | −1−25.0% | Reduced |
| Sound Income Strategies, LLC | 3 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $2.00K | 0.00% | −5−55.6% | Reduced |
| Core Alternative Capital | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 4 | $2.00K | 0.00% | +4 | New |
| Altshuler Shaham Ltd | 4 | $2.00K | 0.00% | +4 | New |
| Corsicana & Co. | 4 | $2.00K | 0.00% | +4 | New |
| Tobam | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $2.49K | 0.00% | −15−75.0% | Reduced |
| Cape Investment Advisory, Inc. | 5 | $2.49K | 0.00% | −2−28.6% | Reduced |
| IMG Wealth Management, Inc. | 5 | $2.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $2.49K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6 | $2.99K | 0.00% | −614−99.0% | Reduced |
| MPWM Advisory Solutions, LLC | 6 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $2.99K | 0.00% | +3+100.0% | Added |
| Texas Capital Bancshares Inc | 6 | $2.99K | 0.00% | +6 | New |
| Wealth Watch Advisors, INC | 6 | $2.99K | 0.00% | +6 | New |
| Private Wealth Management Group, LLC | 6 | $2.99K | 0.00% | −4−40.0% | Reduced |
| TFC Financial Management | 6 | $2.99K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $3.48K | 0.00% | −1−12.5% | Reduced |
| Bellevue Asset Management, LLC | 7 | $3.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $3.49K | 0.00% | −7−50.0% | Reduced |
| Albion Financial Group | 7 | $3.49K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $3.49K | 0.00% | +3+75.0% | Added |
| Atwood & Palmer Inc | 8 | $3.99K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $3.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Jackson, Grant Investment Advisers, Inc. | 9 | $4.49K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 9 | $4.49K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 9 | $4.49K | 0.00% | +9 | New |
| Financial Consulate, Inc | 9 | $4.49K | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 10 | $4.50K | 0.00% | +2+25.0% | Added |
| Caldwell Sutter Capital, Inc. | 10 | $4.99K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 11 | $5.49K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $5.49K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 11 | $5.49K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11 | $5.53K | 0.00% | −28−71.8% | Reduced |
| HighMark Wealth Management LLC | 12 | $6.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $6.32K | 0.00% | +3+33.3% | Added |
| Carolina Wealth Advisors, LLC | 13 | $6.48K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $6.48K | 0.00% | +6+85.7% | Added |
| Abound Wealth Management | 13 | $6.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $6.98K | 0.00% | −15−51.7% | Reduced |
| MTM Investment Management, LLC | 14 | $6.98K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 15 | $7.48K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $7.49K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $7.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $8.00K | 0.00% | +1+6.3% | Added |
| Perkins Coie Trust Co | 20 | $9.97K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 21 | $10.5K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $11.0K | 0.00% | +22 | New |
| Howard Hughes Medical Institute | 23 | $11.5K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 23 | $11.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 24 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 24 | $12.0K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 25 | $12.5K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $13.2K | 0.00% | −3−10.3% | Reduced |
| Key Financial Inc | 27 | $13.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $13.5K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 28 | $14.0K | 0.04% | +28 | New |
| Cornerstone Planning Group LLC | 93 | $14.7K | 0.00% | +25+36.8% | Added |
| C M Bidwell & Associates Ltd | 30 | $15.0K | 0.01% | −261−89.7% | Reduced |
| Berbice Capital Management LLC | 30 | $15.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 31 | $15.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $16.0K | 0.00% | +3+10.3% | Added |
| Atlantic Trust, LLC | 32 | $16.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 32 | $16.0K | 0.00% | +32 | New |
| Sit Investment Associates Inc | 32 | $16.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 33 | $16.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 34 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 35 | $17.5K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 35 | $17.5K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 36 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 37 | $18.5K | 0.01% | −14−27.5% | Reduced |
| Legacy Wealth Managment, LLC | 37 | $18.5K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $19.4K | 0.02% | −12−23.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 39 | $19.4K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 40 | $19.7K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 40 | $19.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 41 | $20.4K | 0.00% | −2−4.7% | Reduced |