| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Activest Wealth Management | 1 | $118 | 0.00% | −2−66.7% | Reduced |
| Quaker Wealth Management, LLC | 1 | $119 | 0.00% | −3−75.0% | Reduced |
| 3 Factor Indexing, LLC | 1 | $119 | 0.00% | −1−50.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 2 | $236 | 0.00% | −1−33.3% | Reduced |
| Stone House Investment Management, LLC | 2 | $236 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2 | $236 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $237 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $251 | 0.00% | −1−33.3% | Reduced |
| DecisionPoint Financial, LLC | 3 | $352 | 0.00% | +1+50.0% | Added |
| Abound Wealth Management | 4 | $473 | 0.00% | −30−88.2% | Reduced |
| Bare Financial Services, Inc | 4 | $473 | 0.00% | −4−50.0% | Reduced |
| Elevated Capital Advisors, LLC | 4 | $473 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $473 | 0.00% | +1+33.3% | Added |
| Plante Moran Financial Advisors, LLC | 4 | $473 | 0.00% | +4 | New |
| Wealth Enhancement Trust Services, Inc. | 4 | $473 | 0.00% | +4 | New |
| Provenance Wealth Advisors, LLC | 4 | $473 | 0.00% | +4 | New |
| Phillip James Consulting Co. | 5 | $591 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $591 | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $591 | 0.00% | +5 | New |
| Cassaday & Co Wealth Management LLC | 5 | $592 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 6 | $709 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 6 | $709 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $709 | 0.00% | +3+100.0% | Added |
| Highline Wealth Partners LLC | 6 | $709 | 0.00% | +3+100.0% | Added |
| Davis Capital Management | 7 | $827 | 0.00% | +7 | New |
| Buck Wealth Strategies, LLC | 8 | $946 | 0.00% | +8 | New |
| Burk Holdings LLC | 9 | $1.06K | 0.00% | −4−30.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 9 | $1.06K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 9 | $1.06K | 0.00% | +9 | New |
| Silicon Valley Capital Partners | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 13 | $1.54K | 0.00% | +13 | New |
| Marquette Asset Management, LLC | 14 | $1.66K | 0.00% | −11−44.0% | Reduced |
| HFM Investment Advisors, LLC | 14 | $1.66K | 0.00% | +9+180.0% | Added |
| Hughes Financial Services, LLC | 15 | $1.77K | 0.00% | +3+25.0% | Added |
| Kennebec Savings Bank | 16 | $1.89K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 16 | $1.89K | 0.00% | +16 | New |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 17 | $2.01K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 17 | $2.01K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $2.36K | 0.00% | −5,858−99.7% | Reduced |
| Park Place Capital Corp | 20 | $2.36K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 20 | $2.36K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 20 | $2.39K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 23 | $2.72K | 0.00% | −177−88.5% | Reduced |
| Granite FO LLC | 23 | $2.72K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 25 | $2.96K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $2.96K | 0.00% | −4−13.8% | Reduced |
| Pacifica Partners Inc. | 26 | $3.07K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $3.19K | 0.00% | +27 | New |
| Hollencrest Capital Management | 29 | $3.43K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 8,661 | $3.44K | 0.00% | +271+3.2% | Added |
| Lodestone Wealth Management LLC | 31 | $3.67K | 0.00% | −11−26.2% | Reduced |
| City State Bank | 31 | $3.67K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 31 | $3.67K | 0.00% | +31 | New |
| Cornerstone Planning Group LLC | 32 | $3.73K | 0.00% | −15−31.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 33 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $4.14K | 0.00% | +8+29.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 36 | $4.26K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 36 | $4.26K | 0.00% | +6+20.0% | Added |
| Transamerica Financial Advisors, Inc. | 37 | $4.44K | 0.00% | −11−22.9% | Reduced |
| Caitlin John, LLC | 39 | $4.61K | 0.00% | +39 | New |
| Union Savings Bank | 42 | $4.96K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $4.96K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 43 | $5.08K | 0.00% | +19+79.2% | Added |
| Kilter Group LLC | 46 | $5.44K | 0.00% | −11−19.3% | Reduced |
| Torren Management, LLC | 46 | $5.45K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 47 | $5.56K | 0.00% | −17−26.6% | Reduced |
| Accent Capital Management, LLC | 49 | $5.79K | 0.00% | +13+36.1% | Added |
| Your Advocates Ltd., LLP | 50 | $5.91K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 50 | $5.91K | 0.00% | +50 | New |
| Avion Wealth | 51 | $6.00K | 0.00% | +13+34.2% | Added |
| Luminist Capital LLC | 55 | $6.50K | 0.01% | +55 | New |
| Key Capital Management, INC | 56 | $6.62K | 0.00% | −22−28.2% | Reduced |
| Harbor Investment Advisory, LLC | 57 | $6.74K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 19,384 | $6.97K | 0.00% | +19,384 | New |
| Fortitude Family Office, LLC | 60 | $7.09K | 0.00% | −132−68.8% | Reduced |
| Bayforest Capital Ltd | 61 | $7.21K | 0.01% | +61 | New |
| Planning Strategies Inc. | 61 | $7.23K | 0.00% | +61 | New |
| Bartlett & Co. Wealth Management LLC | 66 | $7.80K | 0.00% | −6−8.3% | Reduced |
| Evermay Wealth Management LLC | 66 | $7.80K | 0.00% | +66 | New |
| Raffa Wealth Management, LLC | 67 | $7.92K | 0.00% | +8+13.6% | Added |
| Oakworth Capital, Inc. | 68 | $8.04K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 68 | $8.04K | 0.00% | +26+61.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70 | $8.28K | 0.00% | −200−74.1% | Reduced |
| Copia Wealth Management | 70 | $8.28K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 70 | $8.28K | 0.00% | +1+1.4% | Added |
| Salomon & Ludwin, LLC | 71 | $8.33K | 0.00% | −8−10.1% | Reduced |
| Rialto Wealth Management, LLC | 71 | $8.39K | 0.00% | +9+14.5% | Added |
| Compass Financial Management LLC | 73 | $8.68K | 0.00% | +73 | New |
| Trust Co of Toledo NA | 75 | $8.87K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 79 | $9.34K | 0.00% | −1−1.3% | Reduced |
| High Note Wealth, LLC | 81 | $9.57K | 0.00% | −18−18.2% | Reduced |
| Cornerstone Financial Management LLC | 83 | $9.81K | 0.01% | +45+118.4% | Added |
| Action Point Financial Planning, LLC | 89 | $9.93K | 0.00% | +89 | New |
| Itau Unibanco Holding S.A. | 84 | $9.93K | 0.00% | −13−13.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 90 | $10.6K | 0.00% | +90 | New |
| MV Capital Management, Inc. | 94 | $11.1K | 0.00% | +9+10.6% | Added |
| Bogart Wealth, LLC | 97 | $11.5K | 0.00% | +24+32.9% | Added |