| Raleigh Capital Management Inc. | 0 | $47 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 1 | $233 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $234 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $448 | 0.00% | +2 | New |
| Atlantic Private Wealth, LLC | 2 | $466 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $466 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $466 | 0.00% | +1+100.0% | Added |
| Motco | 2 | $466 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 2 | $466 | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $632 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $700 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $700 | 0.00% | +3 | New |
| Aspect Partners, LLC | 4 | $932 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $932 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 6 | $1.00K | 0.00% | +6 | New |
| NBC Securities, Inc. | 5 | $1.17K | 0.00% | −5−50.0% | Reduced |
| Quaker Wealth Management, LLC | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $1.17K | 0.00% | +5 | New |
| Essential Partners LLC | 6 | $1.40K | 0.00% | −48−88.9% | Reduced |
| First Horizon Corp | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $1.40K | 0.00% | +1+20.0% | Added |
| International Assets Investment Management, LLC | 7 | $1.60K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $1.60K | 0.00% | +4+133.3% | Added |
| Bare Financial Services, Inc | 7 | $1.63K | 0.00% | +3+75.0% | Added |
| Whipplewood Advisors, LLC | 7 | $1.63K | 0.00% | −999−99.3% | Reduced |
| Kilter Group LLC | 7 | $1.63K | 0.00% | −3−30.0% | Reduced |
| 1015 Capital Partners, LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 8 | $1.86K | 0.00% | −812−99.0% | Reduced |
| Principia Wealth Advisory, LLC | 8 | $1.86K | 0.00% | +3+60.0% | Added |
| Winthrop Capital Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $2.33K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 10 | $2.33K | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 10 | $2.33K | 0.00% | +10 | New |
| Pacific Center for Financial Services | 10 | $2.41K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $2.80K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $3.03K | 0.00% | +7+116.7% | Added |
| Financial Life Planners | 13 | $3.07K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $3.26K | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 15 | $3.50K | 0.00% | +8+114.3% | Added |
| Westfuller Advisors, LLC | 15 | $3.50K | 0.00% | +13+650.0% | Added |
| UMA Financial Services, Inc. | 16 | $3.73K | 0.00% | −4−20.0% | Reduced |
| Addison Advisors LLC | 17 | $3.96K | 0.00% | −28−62.2% | Reduced |
| Heritage Wealth Advisors | 17 | $3.96K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $4.66K | 0.00% | −2−9.1% | Reduced |
| Toth Financial Advisory Corp | 20 | $4.66K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 20 | $4.66K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 21 | $4.89K | 0.00% | −1−4.5% | Reduced |
| Raffa Wealth Management, LLC | 21 | $4.89K | 0.00% | +4+23.5% | Added |
| Cornerstone Financial Management LLC | 21 | $4.89K | 0.00% | +6+40.0% | Added |
| Retirement Wealth Solutions LLC | 21 | $4.90K | 0.00% | +4+23.5% | Added |
| IMA Wealth, Inc. | 23 | $5.36K | 0.00% | +8+53.3% | Added |
| MV Capital Management, Inc. | 23 | $5.36K | 0.00% | +2+9.5% | Added |
| LRI Investments, LLC | 24 | $5.59K | 0.00% | −6−20.0% | Reduced |
| Creative Capital Management Investments LLC | 24 | $5.59K | 0.00% | +24 | New |
| Salomon & Ludwin, LLC | 25 | $5.70K | 0.00% | −92−78.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 27 | $6.29K | 0.00% | −567−95.5% | Reduced |
| Clear Street Markets LLC | 27 | $6.29K | 0.00% | −191−87.6% | Reduced |
| Bruce G. Allen Investments, LLC | 27 | $6.29K | 0.00% | +7+35.0% | Added |
| Bay Harbor Wealth Management, LLC | 27 | $6.29K | 0.00% | +8+42.1% | Added |
| Webster Bank, N. A. | 28 | $6.53K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 30 | $6.99K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 31 | $7.23K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 31 | $7.23K | 0.00% | +31 | New |
| Rialto Wealth Management, LLC | 31 | $7.23K | 0.00% | +10+47.6% | Added |
| Kemnay Advisory Services Inc. | 32 | $7.46K | 0.00% | +4+14.3% | Added |
| Signature Equity Partners, LLC | 33 | $7.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $7.93K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 36 | $8.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $8.63K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 39 | $9.11K | 0.00% | +1+2.6% | Added |
| JPL Wealth Management, LLC | 40 | $9.32K | 0.00% | +6+17.6% | Added |
| Strive Financial Group ,LLC | 42 | $9.79K | 0.00% | +42 | New |
| Moisand Fitzgerald Tamayo, LLC | 46 | $10.7K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 48 | $11.2K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 49 | $11.4K | 0.10% | −11−18.3% | Reduced |
| Financial Consulate, Inc | 49 | $11.4K | 0.00% | +49 | New |
| Avion Wealth | 52 | $12.0K | 0.00% | +19+57.6% | Added |
| South Plains Financial, Inc. | 52 | $12.1K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 54 | $12.6K | 0.00% | +5+10.2% | Added |
| Prosperity Bancshares Inc | 55 | $12.8K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 55 | $12.8K | 0.00% | +51+1,275.0% | Added |
| Cornerstone Planning Group LLC | 58 | $13.0K | 0.00% | −4−6.5% | Reduced |
| TD Private Client Wealth LLC | 56 | $13.1K | 0.00% | −15−21.1% | Reduced |
| Rothschild Investment LLC | 56 | $13.1K | 0.00% | −11−16.4% | Reduced |
| WPG Advisers, LLC | 57 | $13.3K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 58 | $13.5K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 60 | $13.9K | 0.01% | +17+39.5% | Added |
| SHP Wealth Management | 61 | $14.2K | 0.00% | +51+510.0% | Added |
| Key Financial Inc | 62 | $14.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 64 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $16.3K | 0.01% | +19+37.3% | Added |
| Regatta Research & Money Management | 71 | $16.4K | 0.02% | +71 | New |
| Torren Management, LLC | 70 | $16.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 71 | $16.6K | 0.00% | −4−5.3% | Reduced |
| Accordant Advisory Group Inc | 73 | $17.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 74 | $17.2K | 0.00% | −1−1.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 74 | $17.2K | 0.00% | 00.0% | Unchanged |