| Davis Capital Management | 1 | $92 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $184 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $185 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $277 | 0.00% | +1+50.0% | Added |
| Investors Portfolio Services LLC | 4 | $341 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $369 | 0.00% | +4 | New |
| Grove Bank & Trust | 5 | $461 | 0.00% | +5 | New |
| GHP Investment Advisors, Inc. | 5 | $462 | 0.00% | +5 | New |
| Curio Wealth, LLC | 6 | $553 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 6 | $554 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $554 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $646 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $738 | 0.00% | +1+14.3% | Added |
| Toth Financial Advisory Corp | 9 | $830 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $922 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $923 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $923 | 0.00% | +10 | New |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $1.11K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.11K | 0.00% | +2+20.0% | Added |
| Cornerstone Planning Group LLC | 13 | $1.20K | 0.00% | +10+333.3% | Added |
| 1015 Capital Partners, LLC | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15 | $1.36K | 0.00% | −2−11.8% | Reduced |
| Vermillion Wealth Management, Inc. | 15 | $1.38K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 15 | $1.38K | 0.00% | +15 | New |
| HFM Investment Advisors, LLC | 16 | $1.48K | 0.00% | +2+14.3% | Added |
| Brown, Lisle/Cummings, Inc. | 20 | $1.84K | 0.00% | −24−54.5% | Reduced |
| Aventura Private Wealth, LLC | 21 | $1.94K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 22 | $2.03K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $2.03K | 0.00% | +2+10.0% | Added |
| Abound Wealth Management | 22 | $2.06K | 0.00% | +22 | New |
| Golden State Wealth Management, LLC | 24 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 24 | $2.21K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 25 | $2.31K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $2.38K | 0.00% | +20+400.0% | Added |
| MidFirst Bank | 26 | $2.40K | 0.00% | −2,870−99.1% | Reduced |
| South State Corp. | 26 | $2.40K | 0.00% | +5+23.8% | Added |
| JNBA Financial Advisors | 27 | $2.49K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 31 | $2.86K | 0.00% | −14−31.1% | Reduced |
| Cromwell Holdings LLC | 31 | $2.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $2.95K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $2.95K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 32 | $2.95K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 36 | $3.32K | 0.00% | −246−87.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 37 | $3.41K | 0.00% | +12+48.0% | Added |
| RMG Wealth Management LLC | 41 | $3.43K | 0.00% | +41 | New |
| Kilter Group LLC | 39 | $3.60K | 0.00% | +9+30.0% | Added |
| Salomon & Ludwin, LLC | 42 | $3.78K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 46 | $4.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 46 | $4.24K | 0.00% | +13+39.4% | Added |
| Provenance Wealth Advisors, LLC | 47 | $4.33K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $4.43K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 54 | $4.98K | 0.00% | +54 | New |
| Cornerstone Financial Management LLC | 55 | $5.07K | 0.00% | +17+44.7% | Added |
| Rialto Wealth Management, LLC | 56 | $5.16K | 0.00% | +11+24.4% | Added |
| First Pacific Financial | 57 | $5.26K | 0.00% | +57 | New |
| Elevated Capital Advisors, LLC | 58 | $5.35K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 59 | $5.44K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 61 | $5.63K | 0.00% | +61 | New |
| Vanguard National Trust Co | 62 | $5.72K | 0.00% | +62 | New |
| Sound Income Strategies, LLC | 65 | $5.90K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 65 | $5.99K | 0.00% | −3−4.4% | Reduced |
| Capital Advisors, Ltd. LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $6.09K | 0.00% | +14+26.9% | Added |
| International Assets Investment Management, LLC | 68 | $6.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 68 | $6.27K | 0.00% | +2+3.0% | Added |
| Beaird Harris Wealth Management, LLC | 73 | $6.73K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 74 | $6.82K | 0.00% | +74 | New |
| Cassaday & Co Wealth Management LLC | 77 | $7.10K | 0.00% | +77 | New |
| Innovative Asset Advisors Group, LLC | 79 | $7.29K | 0.00% | +79 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 80 | $7.38K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 82 | $7.54K | 0.00% | −21−20.4% | Reduced |
| Marquette Asset Management, LLC | 82 | $7.56K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 83 | $7.65K | 0.00% | −5,416−98.5% | Reduced |
| Triumph Capital Management | 83 | $7.65K | 0.00% | +67+418.8% | Added |
| Kemnay Advisory Services Inc. | 84 | $7.75K | 0.00% | +84 | New |
| Raffa Wealth Management, LLC | 90 | $8.30K | 0.00% | +72+400.0% | Added |
| Bogart Wealth, LLC | 92 | $8.48K | 0.00% | −14−13.2% | Reduced |
| HighMark Wealth Management LLC | 92 | $8.48K | 0.00% | −5−5.2% | Reduced |
| Highline Wealth Partners LLC | 93 | $8.58K | 0.00% | +87+1,450.0% | Added |
| Bartlett & Co. Wealth Management LLC | 97 | $8.83K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 99 | $9.13K | 0.00% | +99 | New |
| Caldwell Sutter Capital, Inc. | 106 | $9.77K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 110 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 113 | $10.4K | 0.00% | +44+63.8% | Added |
| WPG Advisers, LLC | 115 | $10.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 115 | $10.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 126 | $11.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 138 | $12.7K | 0.00% | +56+68.3% | Added |
| Owl Creek Wealth Partners LLC | 140 | $12.9K | 0.00% | +140 | New |
| Ogorek Anthony Joseph | 151 | $13.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 144 | $13.0K | 0.00% | +123+585.7% | Added |
| Wilkerson Advisory Group LLC | 143 | $13.2K | 0.00% | +76+113.4% | Added |
| Addison Advisors LLC | 146 | $13.5K | 0.00% | +42+40.4% | Added |
| Rossby Financial, LCC | 154 | $14.0K | 0.00% | +81+111.0% | Added |
| Cherry Tree Wealth Management, LLC | 161 | $14.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 157 | $15.0K | 0.01% | −37−19.1% | Reduced |
| Intentional Wealth Strategies, LLC | 165 | $15.2K | 0.01% | +165 | New |