| Harbor Investment Advisory, LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3 | $94 | 0.00% | +3 | New |
| Brown Brothers Harriman & Co | 5 | $156 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $157 | 0.00% | +5 | New |
| Bear Mountain Capital, Inc. | 7 | $226 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $298 | 0.00% | −60−85.7% | Reduced |
| Creative Financial Designs Inc | 11 | $343 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11 | $343 | 0.00% | +11 | New |
| American Capital Advisory, LLC | 14 | $437 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $500 | 0.00% | +16 | New |
| Clearstead Advisors, LLC | 17 | $531 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 20 | $624 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $624 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 24 | $749 | 0.00% | +24 | New |
| Godfrey Financial Associates, Inc. | 26 | $811 | 0.00% | +26 | New |
| Retirement Wealth Solutions LLC | 26 | $812 | 0.00% | +9+52.9% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 28 | $873 | 0.00% | +28 | New |
| Central Trust Co | 28 | $874 | 0.00% | +28 | New |
| Manchester Capital Management LLC | 28 | $874 | 0.00% | +28 | New |
| Basecamp Wealth Advisors LLC | 29 | $905 | 0.00% | +29 | New |
| Essential Partners LLC | 32 | $999 | 0.00% | −77−70.6% | Reduced |
| Elyxium Wealth, LLC | 37 | $1.17K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 38 | $1.19K | 0.00% | −19−33.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 38 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 39 | $1.22K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 44 | $1.38K | 0.00% | +44 | New |
| Highline Wealth Partners LLC | 46 | $1.44K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 46 | $1.44K | 0.00% | +10+27.8% | Added |
| DiNuzzo Private Wealth, Inc. | 48 | $1.50K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $1.56K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 45 | $1.56K | 0.00% | +45 | New |
| Ameriflex Group, Inc. | 51 | $1.59K | 0.00% | −51−50.0% | Reduced |
| GoalVest Advisory LLC | 54 | $1.69K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 55 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 55 | $1.72K | 0.00% | +55 | New |
| Valley National Advisers Inc | 85 | $2.00K | 0.00% | +85 | New |
| Nemes Rush Group LLC | 72 | $2.25K | 0.00% | +72 | New |
| Anfield Capital Management, LLC | 73 | $2.28K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 75 | $2.34K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 71 | $2.46K | 0.00% | +71 | New |
| Principia Wealth Advisory, LLC | 79 | $2.47K | 0.00% | −1−1.3% | Reduced |
| Quattro Advisors LLC | 82 | $2.56K | 0.00% | +82 | New |
| Tradewinds Capital Management, LLC | 85 | $2.65K | 0.00% | +70+466.7% | Added |
| Armstrong Advisory Group, Inc | 93 | $2.90K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 98 | $3.06K | 0.00% | +98 | New |
| Cresta Advisors, Ltd. | 98 | $3.06K | 0.00% | +98 | New |
| Hurley Capital, LLC | 100 | $3.12K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $3.12K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $3.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $3.12K | 0.00% | +100 | New |
| Strive Financial Group ,LLC | 100 | $3.12K | 0.00% | +100 | New |
| Tower Research Capital LLC (TRC) | 102 | $3.18K | 0.00% | −6,090−98.4% | Reduced |
| Boreal Capital Management LLC | 122 | $3.81K | 0.00% | −200−62.1% | Reduced |
| High Point Wealth Management, LLC | 135 | $4.21K | 0.00% | +135 | New |
| Private Trust Co NA | 145 | $4.53K | 0.00% | −7−4.6% | Reduced |
| Cornerstone Planning Group LLC | 138 | $4.58K | 0.00% | −83−37.6% | Reduced |
| Ransom Advisory, Ltd | 150 | $4.68K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 160 | $4.99K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 173 | $5.41K | 0.00% | +173 | New |
| Parkside Financial Bank & Trust | 185 | $5.77K | 0.00% | −10,293−98.2% | Reduced |
| GW&K Investment Management, LLC | 181 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $6.24K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $6.24K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 206 | $6.43K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 208 | $6.49K | 0.00% | −353−62.9% | Reduced |
| Evermay Wealth Management LLC | 216 | $6.74K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 220 | $6.87K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 250 | $7.80K | 0.00% | +250 | New |
| Bell Investment Advisors, Inc | 256 | $7.99K | 0.00% | +150+141.5% | Added |
| UMA Financial Services, Inc. | 282 | $8.80K | 0.00% | +18+6.8% | Added |
| Crews Bank & Trust | 300 | $9.36K | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 300 | $9.36K | 0.00% | +300 | New |
| Vermillion Wealth Management, Inc. | 308 | $9.61K | 0.00% | +148+92.5% | Added |
| Financial Consulate, Inc | 357 | $11.1K | 0.00% | +270+310.3% | Added |
| True Wealth Design, LLC | 394 | $12.3K | 0.00% | +28+7.7% | Added |
| Asset Planning,Inc | 400 | $12.5K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 435 | $13.6K | 0.01% | +435 | New |
| Evelyn Partners Investment Management Services Ltd | 480 | $15.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 487 | $15.2K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 500 | $15.6K | 0.00% | +500 | New |
| Salomon & Ludwin, LLC | 515 | $16.0K | 0.00% | +42+8.9% | Added |
| Robinswood Financial LLC | 512 | $16.0K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 532 | $16.6K | 0.00% | +532 | New |
| Zions Bancorporation, National Association | 552 | $17.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 557 | $17.4K | 0.00% | +513+1,165.9% | Added |
| Byrne Asset Management LLC | 560 | $17.5K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 569 | $17.8K | 0.00% | +569 | New |
| Bartlett & Co. Wealth Management LLC | 594 | $18.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 600 | $18.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 615 | $19.0K | 0.00% | +615 | New |
| Caitong International Asset Management Co., Ltd | 619 | $19.3K | 0.00% | +419+209.5% | Added |
| Root Financial Partners, LLC | 669 | $20.9K | 0.00% | +18+2.8% | Added |
| ORG Wealth Partners, LLC | 673 | $21.0K | 0.00% | +173+34.6% | Added |
| Newbridge Financial Services Group, Inc. | 700 | $21.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 735 | $22.9K | 0.00% | −20−2.6% | Reduced |
| WealthCollab, LLC | 756 | $23.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 757 | $23.6K | 0.02% | +32+4.4% | Added |
| Aster Capital Management (DIFC) Ltd | 801 | $25.0K | 0.01% | +801 | New |
| United Community Bank | 848 | $26.5K | 0.01% | 00.0% | Unchanged |