| IMA Wealth, Inc. | 1 | $253 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $254 | 0.00% | −1−50.0% | Reduced |
| Chilton Capital Management LLC | 1 | $254 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $254 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $381 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $507 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $507 | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $507 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $508 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $508 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $761 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $761 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $761 | 0.00% | +3 | New |
| Triumph Capital Management | 3 | $761 | 0.00% | +3 | New |
| Networth Advisors, LLC | 4 | $1.01K | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $1.01K | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $1.01K | 0.00% | −4−50.0% | Reduced |
| American Capital Advisory, LLC | 4 | $1.01K | 0.00% | −1−20.0% | Reduced |
| HFM Investment Advisors, LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 5 | $1.27K | 0.01% | −11−68.8% | Reduced |
| Sachetta, LLC | 5 | $1.27K | 0.00% | −10−66.7% | Reduced |
| CoreCap Advisors, LLC | 5 | $1.27K | 0.00% | −3−37.5% | Reduced |
| Clark Wealth Partners | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.27K | 0.00% | +1+25.0% | Added |
| Hughes Financial Services, LLC | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $1.52K | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 7 | $1.77K | 0.00% | +1+16.7% | Added |
| Clayton Financial Group LLC | 7 | $1.77K | 0.00% | +7 | New |
| TD Capital Management LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7 | $1.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 8 | $2.03K | 0.00% | +3+60.0% | Added |
| Dunhill Financial, LLC | 8 | $2.09K | 0.00% | +1+14.3% | Added |
| Country Trust Bank | 9 | $2.28K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $2.28K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $2.54K | 0.00% | −6−37.5% | Reduced |
| North Star Investment Management Corp. | 10 | $2.54K | 0.00% | +10 | New |
| Lodestone Wealth Management LLC | 10 | $2.54K | 0.00% | +10 | New |
| Sunrise Financial Services, LLC | 10 | $2.54K | 0.00% | +10 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $2.54K | 0.00% | +6+150.0% | Added |
| Legacy Bridge, LLC | 11 | $2.79K | 0.00% | +11 | New |
| Ogorek Anthony Joseph | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $3.04K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $3.30K | 0.00% | −10−43.5% | Reduced |
| St Germain D J Co Inc | 13 | $3.30K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 13 | $3.30K | 0.00% | +3+30.0% | Added |
| Webster Bank, N. A. | 14 | $3.55K | 0.00% | −39−73.6% | Reduced |
| Raffa Wealth Management, LLC | 14 | $3.55K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $3.55K | 0.00% | +1+7.7% | Added |
| Eastern Bank | 14 | $3.55K | 0.00% | +14 | New |
| Cornerstone Financial Management LLC | 14 | $3.55K | 0.00% | +14 | New |
| Albion Financial Group | 15 | $3.80K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 15 | $3.80K | 0.00% | +15 | New |
| Quattro Advisors LLC | 15 | $3.81K | 0.00% | +15 | New |
| Avion Wealth | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 16 | $4.06K | 0.00% | +16 | New |
| Johnson Financial Group, Inc. | 16 | $4.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $4.06K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $4.06K | 0.00% | +14+700.0% | Added |
| UMA Financial Services, Inc. | 18 | $4.56K | 0.00% | +6+50.0% | Added |
| Solstein Capital, LLC | 19 | $4.82K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 19 | $4.82K | 0.00% | +1+5.6% | Added |
| Geneos Wealth Management Inc. | 19 | $4.82K | 0.00% | +11+137.5% | Added |
| ORG Partners LLC | 20 | $5.07K | 0.00% | +6+42.9% | Added |
| Howard Hughes Medical Institute | 21 | $5.32K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 21 | $5.32K | 0.00% | +12+133.3% | Added |
| Cullen/Frost Bankers, Inc. | 22 | $5.58K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 22 | $5.62K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $6.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $6.34K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 26 | $6.59K | 0.00% | +13+100.0% | Added |
| MidFirst Bank | 26 | $6.59K | 0.00% | +26 | New |
| Atlantic Trust, LLC | 27 | $6.85K | 0.00% | +24+800.0% | Added |
| Westfuller Advisors, LLC | 29 | $7.37K | 0.00% | +17+141.7% | Added |
| Cetera Trust Company, N.A | 30 | $7.61K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 30 | $7.61K | 0.00% | +4+15.4% | Added |
| Prosperity Bancshares Inc | 30 | $7.61K | 0.01% | +30 | New |
| Sunbelt Securities, Inc. | 31 | $7.86K | 0.00% | +12+63.2% | Added |
| Pacific Center for Financial Services | 32 | $7.92K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 33 | $8.39K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 34 | $8.62K | 0.01% | +34 | New |
| Washington Trust Advisors, Inc. | 35 | $8.90K | 0.00% | +4+12.9% | Added |
| Financial Management Professionals, Inc. | 36 | $9.13K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 36 | $9.13K | 0.00% | +20+125.0% | Added |
| Salomon & Ludwin, LLC | 36 | $9.24K | 0.00% | −7−16.3% | Reduced |
| Anchor Investment Management, LLC | 37 | $9.38K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 39 | $9.89K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 39 | $9.89K | 0.01% | +39 | New |
| Bell Investment Advisors, Inc | 39 | $9.89K | 0.00% | +11+39.3% | Added |
| Bruce G. Allen Investments, LLC | 41 | $10.4K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 41 | $10.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 43 | $10.9K | 0.00% | −3−6.5% | Reduced |
| Miller Global Investments, LLC | 45 | $11.4K | 0.01% | +45 | New |
| Basepoint Wealth LLC | 45 | $11.4K | 0.01% | +45 | New |
| Harvest Fund Management Co., Ltd | 46 | $12.0K | 0.00% | +17+58.6% | Added |
| Private Wealth Management Group, LLC | 48 | $12.2K | 0.00% | −1−2.0% | Reduced |
| MV Capital Management, Inc. | 48 | $12.2K | 0.00% | +1+2.1% | Added |