| Altshuler Shaham Ltd | 1 | $45 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $251 | 0.00% | −2−66.7% | Reduced |
| Addison Advisors LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 1 | $251 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 2 | $502 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $508 | 0.00% | −86,473−100.0% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 3 | $752 | 0.00% | −773−99.6% | Reduced |
| Financial Network Wealth Advisors LLC | 3 | $752 | 0.00% | +3 | New |
| IMG Wealth Management, Inc. | 3 | $752 | 0.00% | +3 | New |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Anfield Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Chelsea Counsel Co | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| BFSG, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $1.25K | 0.00% | +2+66.7% | Added |
| DB Fitzpatrick & Co, Inc | 6 | $1.50K | 0.00% | −5−45.5% | Reduced |
| Synergy Investment Management, LLC | 6 | $1.50K | 0.00% | +6 | New |
| Kentucky Trust Co | 6 | $1.50K | 0.00% | +6 | New |
| TopTier Wealth Management, LLC | 6 | $1.50K | 0.00% | +6 | New |
| JNBA Financial Advisors | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 6 | $1.50K | 0.00% | +6 | New |
| BankPlus Trust Department | 7 | $1.75K | 0.00% | −75−91.5% | Reduced |
| Caitlin John, LLC | 7 | $1.75K | 0.00% | −3−30.0% | Reduced |
| Investors Portfolio Services LLC | 7 | $1.75K | 0.00% | −11−61.1% | Reduced |
| Rachor Investment Advisory Services, LLC | 7 | $1.75K | 0.00% | +6+600.0% | Added |
| Ogorek Anthony Joseph | 9 | $2.00K | 0.00% | +1+12.5% | Added |
| POM Investment Strategies, LLC | 8 | $2.00K | 0.00% | −40−83.3% | Reduced |
| RHL Group, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $2.00K | 0.00% | +8 | New |
| SWAN Capital LLC | 9 | $2.26K | 0.00% | +4+80.0% | Added |
| WealthCollab, LLC | 9 | $2.26K | 0.00% | +9 | New |
| Curio Wealth, LLC | 9 | $2.26K | 0.00% | +4+80.0% | Added |
| Maseco LLP | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 10 | $2.51K | 0.00% | −10−50.0% | Reduced |
| Lam Group, Inc. | 10 | $2.51K | 0.00% | +10 | New |
| Kilter Group LLC | 12 | $3.01K | 0.00% | −1−7.7% | Reduced |
| Cedar Mountain Advisors, LLC | 12 | $3.01K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $3.01K | 0.00% | +1+9.1% | Added |
| Bare Financial Services, Inc | 14 | $3.51K | 0.00% | +3+27.3% | Added |
| Goodman Advisory Group, LLC | 15 | $3.76K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 15 | $3.76K | 0.00% | +15 | New |
| Medallion Wealth Advisors, LLC | 15 | $3.77K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 16 | $4.01K | 0.00% | +3+23.1% | Added |
| Copia Wealth Management | 17 | $4.26K | 0.00% | −5−22.7% | Reduced |
| 1015 Capital Partners, LLC | 19 | $4.76K | 0.00% | +8+72.7% | Added |
| GHP Investment Advisors, Inc. | 19 | $4.76K | 0.00% | +19 | New |
| Greykasell Wealth Strategies, Inc. | 20 | $5.02K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 21 | $5.26K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 22 | $5.51K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 22 | $5.51K | 0.00% | +22 | New |
| Marshall Investment Management, LLC | 24 | $6.01K | 0.00% | +24 | New |
| Principia Wealth Advisory, LLC | 25 | $6.26K | 0.00% | +7+38.9% | Added |
| Wiser Advisor Group LLC | 25 | $6.27K | 0.01% | +25 | New |
| Joseph Group Capital Management | 27 | $6.77K | 0.00% | +27 | New |
| Rialto Wealth Management, LLC | 29 | $7.27K | 0.00% | +5+20.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 30 | $7.52K | 0.00% | −413−93.2% | Reduced |
| MTM Investment Management, LLC | 30 | $7.52K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 30 | $7.52K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 30 | $7.52K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $7.52K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 30 | $7.52K | 0.00% | −132−81.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 32 | $8.02K | 0.00% | −11−25.6% | Reduced |
| Westfuller Advisors, LLC | 34 | $8.54K | 0.00% | −1−2.9% | Reduced |
| Aspect Partners, LLC | 37 | $9.27K | 0.00% | +7+23.3% | Added |
| Winthrop Capital Management, LLC | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 40 | $10.0K | 0.00% | +40 | New |
| HHM Wealth Advisors, LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 41 | $10.3K | 0.00% | +20+95.2% | Added |
| Bullock Wealth Management Group | 40 | $10.4K | 0.01% | +40 | New |
| Hughes Financial Services, LLC | 42 | $10.5K | 0.00% | +4+10.5% | Added |
| High Note Wealth, LLC | 42 | $10.5K | 0.00% | +28+200.0% | Added |
| Stone House Investment Management, LLC | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 46 | $11.5K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 46 | $11.5K | 0.01% | −22−32.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 47 | $11.8K | 0.01% | −14−23.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 48 | $12.0K | 0.01% | +48 | New |
| McGuire Capital Advisors Inc | 49 | $12.3K | 0.01% | −7−12.5% | Reduced |
| Marquette Asset Management, LLC | 49 | $12.3K | 0.00% | −5−9.3% | Reduced |
| DT Investment Partners, LLC | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 50 | $12.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 50 | $12.5K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 50 | $12.5K | 0.01% | +50 | New |
| Ares Financial Consulting, LLC | 49 | $12.7K | 0.01% | +49 | New |
| Atlantic Trust, LLC | 51 | $12.8K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 51 | $13.0K | 0.00% | −10−16.4% | Reduced |
| Abound Wealth Management | 52 | $13.0K | 0.00% | −50−49.0% | Reduced |
| Kennebec Savings Bank | 52 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $13.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 53 | $13.3K | 0.01% | +51+2,550.0% | Added |
| Manning & Napier Advisors LLC | 58 | $13.6K | 0.00% | +52+866.7% | Added |
| South State Corp. | 56 | $14.0K | 0.00% | +15+36.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 57 | $14.0K | 0.01% | +1+1.8% | Added |
| Retirement Wealth Solutions LLC | 63 | $15.8K | 0.01% | +29+85.3% | Added |
| Clear Street Markets LLC | 63 | $15.8K | 0.01% | +63 | New |