| Caitong International Asset Management Co., Ltd | 1 | $275 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $275 | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 1 | $276 | 0.00% | +1 | New |
| Silicon Valley Capital Partners | 2 | $492 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $551 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $551 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $551 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $551 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 2 | $553 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $826 | 0.00% | −1−25.0% | Reduced |
| Cape Investment Advisory, Inc. | 3 | $826 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $827 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $827 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.10K | 0.00% | +1+33.3% | Added |
| McGuire Capital Advisors Inc | 4 | $1.10K | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $1.10K | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5 | $1.38K | 0.00% | +5 | New |
| Greenline Wealth Management LLC | 5 | $1.49K | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $1.65K | 0.00% | +2+50.0% | Added |
| Creative Capital Management Investments LLC | 6 | $1.65K | 0.00% | +6 | New |
| Foster Dykema Cabot & Partners, LLC | 6 | $1.66K | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 7 | $1.93K | 0.00% | +3+75.0% | Added |
| Crewe Advisors LLC | 7 | $1.93K | 0.00% | +7 | New |
| Fideuram Asset Management (Ireland) dac | 9 | $2.02K | 0.00% | +9 | New |
| Bare Financial Services, Inc | 8 | $2.20K | 0.00% | +2+33.3% | Added |
| Tucker Asset Management LLC | 8 | $2.20K | 0.00% | +8 | New |
| Bravera Wealth | 8 | $2.20K | 0.00% | +8 | New |
| 1015 Capital Partners, LLC | 8 | $2.20K | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 9 | $2.48K | 0.00% | −4−30.8% | Reduced |
| Altshuler Shaham Ltd | 9 | $2.48K | 0.00% | +9 | New |
| Mascoma Wealth Management LLC | 10 | $2.75K | 0.00% | +3+42.9% | Added |
| Triumph Capital Management | 10 | $2.75K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 10 | $2.76K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $3.03K | 0.00% | −245−95.7% | Reduced |
| Clark Wealth Partners | 11 | $3.03K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $3.31K | 0.00% | +11+1,100.0% | Added |
| Strengthening Families & Communities, LLC | 12 | $3.33K | 0.00% | −46−79.3% | Reduced |
| Clayton Financial Group LLC | 13 | $3.58K | 0.00% | +13 | New |
| CBIZ Investment Advisory Services, LLC | 14 | $3.87K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 14 | $3.87K | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 15 | $4.13K | 0.00% | +1+7.1% | Added |
| Torren Management, LLC | 15 | $4.21K | 0.00% | +15 | New |
| Turning Point Benefit Group, Inc. | 16 | $4.41K | 0.00% | +16 | New |
| Aspect Partners, LLC | 17 | $4.68K | 0.00% | +2+13.3% | Added |
| Trifecta Capital Advisors, LLC | 17 | $4.68K | 0.00% | +5+41.7% | Added |
| Golden State Wealth Management, LLC | 18 | $4.96K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 20 | $5.51K | 0.00% | +20 | New |
| Ares Financial Consulting, LLC | 20 | $5.51K | 0.01% | +20 | New |
| Entrust Financial LLC | 20 | $5.51K | 0.00% | +20 | New |
| Dunhill Financial, LLC | 20 | $5.64K | 0.00% | +2+11.1% | Added |
| Joseph Group Capital Management | 21 | $5.78K | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 21 | $5.80K | 0.00% | +10+90.9% | Added |
| IMA Wealth, Inc. | 21 | $5.80K | 0.00% | +21 | New |
| First Command Advisory Services, Inc. | 22 | $6.06K | 0.00% | +22 | New |
| Eq Wealth Advisors, LLC | 22 | $6.06K | 0.00% | +22 | New |
| Marquette Asset Management, LLC | 23 | $6.33K | 0.00% | +2+9.5% | Added |
| Financial Consulate, Inc | 23 | $6.33K | 0.00% | +23 | New |
| Arlington Trust Co LLC | 23 | $6.33K | 0.00% | +23 | New |
| Cornerstone Financial Management LLC | 24 | $6.61K | 0.01% | +24 | New |
| Networth Advisors, LLC | 26 | $7.16K | 0.01% | +26 | New |
| Vision Financial Markets LLC | 30 | $8.26K | 0.01% | −5,270−99.4% | Reduced |
| First Pacific Financial | 30 | $8.26K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 32 | $8.81K | 0.00% | +15+88.2% | Added |
| Carolina Wealth Advisors, LLC | 33 | $9.09K | 0.00% | −1,189−97.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 34 | $9.39K | 0.00% | +24+240.0% | Added |
| Park Place Capital Corp | 35 | $9.64K | 0.00% | +35 | New |
| Imprint Wealth LLC | 36 | $9.91K | 0.05% | −36−50.0% | Reduced |
| Raffa Wealth Management, LLC | 36 | $9.91K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 36 | $9.91K | 0.00% | +1+2.9% | Added |
| Signature Equity Partners, LLC | 36 | $9.91K | 0.01% | +36 | New |
| Tidemark, LLC | 37 | $10.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 40 | $11.0K | 0.01% | +40 | New |
| Darwin Advisors, LLC | 40 | $11.0K | 0.00% | +40 | New |
| J.Safra Asset Management Corp | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 41 | $11.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 42 | $11.6K | 0.02% | +12+40.0% | Added |
| Osbon Capital Management LLC | 43 | $11.8K | 0.01% | +43 | New |
| Atwood & Palmer Inc | 44 | $12.1K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 45 | $12.4K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 45 | $12.4K | 0.00% | +45 | New |
| Howard Hughes Medical Institute | 46 | $12.7K | 0.01% | +1+2.2% | Added |
| BankPlus Trust Department | 47 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $12.9K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 50 | $13.8K | 0.00% | −200−80.0% | Reduced |
| Trust Co of Vermont | 50 | $13.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 50 | $13.8K | 0.00% | +1+2.0% | Added |
| Kilter Group LLC | 50 | $13.8K | 0.01% | +2+4.2% | Added |
| Olistico Wealth, LLC | 50 | $13.8K | 0.01% | +50 | New |
| Capital Analysts, LLC | 48 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 51 | $14.0K | 0.00% | −30−37.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 52 | $14.3K | 0.00% | +52 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 56 | $15.4K | 0.00% | +56 | New |
| Align Financial, LLC | 15,697 | $15.7K | 0.01% | +15,697 | New |
| Atlantic Union Bankshares Corp | 60 | $16.5K | 0.00% | −20−25.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 60 | $16.5K | 0.00% | +25+71.4% | Added |