| McGuire Capital Advisors Inc | 1 | $475 | 0.00% | −18−94.7% | Reduced |
| Raffa Wealth Management, LLC | 1 | $475 | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $475 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $861 | 0.00% | +2 | New |
| Fountainhead AM, LLC | 2 | $949 | 0.00% | +2 | New |
| Washington Trust Advisors, Inc. | 2 | $949 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $949 | 0.00% | +2 | New |
| SWAN Capital LLC | 2 | $950 | 0.00% | −16−88.9% | Reduced |
| Quaker Wealth Management, LLC | 2 | $950 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $950 | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 3 | $1.35K | 0.00% | +3 | New |
| PEAK6 LLC | 3 | $1.38K | 0.00% | +3 | New |
| NorthAvenue LLC | 3 | $1.42K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3 | $1.42K | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 4 | $1.90K | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 4 | $1.90K | 0.00% | +3+300.0% | Added |
| Vermillion Wealth Management, Inc. | 4 | $1.90K | 0.00% | +4 | New |
| Innovative Asset Advisors Group, LLC | 4 | $1.90K | 0.00% | +4 | New |
| South State Corp. | 4 | $1.90K | 0.00% | +1+33.3% | Added |
| Kilter Group LLC | 4 | $1.90K | 0.00% | +1+33.3% | Added |
| True Wealth Design, LLC | 5 | $2.37K | 0.00% | +2+66.7% | Added |
| Toth Financial Advisory Corp | 5 | $2.37K | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 5 | $2.37K | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 6 | $2.85K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $2.85K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $2.85K | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $2.85K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 6 | $2.85K | 0.00% | 00.0% | Unchanged |
| American National Bank | 7 | $3.32K | 0.00% | +7 | New |
| TFC Financial Management | 7 | $3.32K | 0.00% | +1+16.7% | Added |
| Rialto Wealth Management, LLC | 7 | $3.32K | 0.00% | +3+75.0% | Added |
| Cornerstone Financial Management LLC | 7 | $3.32K | 0.00% | +4+133.3% | Added |
| Creative Financial Designs Inc | 7 | $3.32K | 0.00% | +7 | New |
| Private Trust Co NA | 7 | $3.32K | 0.00% | +7 | New |
| Altshuler Shaham Ltd | 8 | $3.80K | 0.00% | −5−38.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 8 | $3.80K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $3.80K | 0.00% | +8 | New |
| Marquette Asset Management, LLC | 8 | $3.80K | 0.00% | −4−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $3.80K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 8 | $3.80K | 0.00% | +2+33.3% | Added |
| Sachetta, LLC | 8 | $3.80K | 0.00% | +2+33.3% | Added |
| J.Safra Asset Management Corp | 9 | $4.27K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 9 | $4.27K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 9 | $4.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $4.27K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 9 | $4.27K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 9 | $4.27K | 0.00% | +9 | New |
| Ares Financial Consulting, LLC | 10 | $4.39K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 10 | $4.75K | 0.00% | −2−16.7% | Reduced |
| EFG International AG | 10 | $4.75K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $4.75K | 0.00% | +1+11.1% | Added |
| Berkshire Capital Holdings Inc | 10 | $4.75K | 0.00% | +10 | New |
| Hollencrest Capital Management | 10 | $4.75K | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 10 | $4.75K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 10 | $4.75K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 12 | $5.69K | 0.00% | +7+140.0% | Added |
| Anfield Capital Management, LLC | 12 | $5.70K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $5.70K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $5.70K | 0.00% | +6+100.0% | Added |
| Avion Wealth | 13 | $6.00K | 0.00% | +4+44.4% | Added |
| Murphy & Mullick Capital Management Corp | 15 | $7.12K | 0.01% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 15 | $7.12K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 15 | $7.12K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 18 | $7.91K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $8.07K | 0.00% | −1−5.6% | Reduced |
| Leonteq Securities AG | 18 | $8.54K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 18 | $8.54K | 0.01% | −3−14.3% | Reduced |
| Golden State Equity Partners | 18 | $8.54K | 0.00% | +18 | New |
| Zions Bancorporation, National Association | 19 | $9.02K | 0.00% | +9+90.0% | Added |
| SJS Investment Consulting Inc. | 19 | $9.02K | 0.00% | +10+111.1% | Added |
| Peterson Wealth Management | 20 | $9.49K | 0.01% | +20 | New |
| Kemnay Advisory Services Inc. | 23 | $10.9K | 0.00% | +23 | New |
| Quarry LP | 24 | $11.4K | 0.00% | +24 | New |
| Armstrong Advisory Group, Inc | 24 | $11.4K | 0.00% | +6+33.3% | Added |
| Salomon & Ludwin, LLC | 27 | $12.0K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 27 | $12.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 29 | $13.8K | 0.00% | −112−79.4% | Reduced |
| Valued Wealth Advisors LLC | 29 | $13.8K | 0.01% | +11+61.1% | Added |
| Private Wealth Management Group, LLC | 30 | $14.2K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 30 | $14.2K | 0.01% | +30 | New |
| Owl Creek Wealth Partners LLC | 30 | $14.2K | 0.01% | +30 | New |
| Twin Peaks Wealth Advisors, LLC | 31 | $14.7K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 32 | $15.2K | 0.00% | −13−28.9% | Reduced |
| Farmers & Merchants Investments Inc | 32 | $15.2K | 0.00% | −1−3.0% | Reduced |
| Stone House Investment Management, LLC | 33 | $15.7K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 36 | $17.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 36 | $17.1K | 0.00% | +9+33.3% | Added |
| Keating Financial Advisory Services, Inc. | 38 | $18.0K | 0.00% | +29+322.2% | Added |
| Fortitude Family Office, LLC | 40 | $19.0K | 0.00% | +25+166.7% | Added |
| SHP Wealth Management | 41 | $19.5K | 0.00% | +8+24.2% | Added |
| UMA Financial Services, Inc. | 42 | $19.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 45 | $21.4K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 46 | $21.8K | 0.00% | +46 | New |
| Bogart Wealth, LLC | 47 | $22.1K | 0.00% | +2+4.4% | Added |
| Measured Wealth Private Client Group, LLC | 48 | $22.8K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 48 | $22.8K | 0.01% | +48 | New |
| Intentional Wealth Strategies, LLC | 48 | $22.8K | 0.02% | +48 | New |
| Capital Advisors, Ltd. LLC | 49 | $23.0K | 0.00% | −402−89.1% | Reduced |