| Hallmark Capital Management Inc | 0 | $37 | 0.00% | 0 | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $140 | 0.00% | −6−85.7% | Reduced |
| 1015 Capital Partners, LLC | 1 | $140 | 0.00% | −1−50.0% | Reduced |
| IMG Wealth Management, Inc. | 1 | $140 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $140 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $280 | 0.00% | −6−75.0% | Reduced |
| WPG Advisers, LLC | 2 | $281 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 2 | $281 | 0.00% | +2 | New |
| First Horizon Corp | 3 | $421 | 0.00% | −137−97.9% | Reduced |
| Anfield Capital Management, LLC | 3 | $421 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $421 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $421 | 0.00% | +2+200.0% | Added |
| ZRC Wealth Management, LLC | 3 | $421 | 0.00% | +2+200.0% | Added |
| Breakwater Investment Management | 3 | $421 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 4 | $561 | 0.00% | −12−75.0% | Reduced |
| Fortitude Family Office, LLC | 4 | $561 | 0.00% | −5−55.6% | Reduced |
| GHP Investment Advisors, Inc. | 4 | $562 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $701 | 0.00% | −67−93.1% | Reduced |
| MV Capital Management, Inc. | 5 | $702 | 0.00% | −12−70.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $702 | 0.00% | −1−16.7% | Reduced |
| PayPay Securities Corp | 6 | $806 | 0.03% | +2+50.0% | Added |
| Elequin Capital LP | 6 | $842 | 0.00% | −21−77.8% | Reduced |
| Duncker Streett & Co Inc | 6 | $842 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $842 | 0.00% | +2+50.0% | Added |
| Private Trust Co NA | 7 | $982 | 0.00% | −260−97.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 7 | $982 | 0.00% | −8−53.3% | Reduced |
| Cedar Mountain Advisors, LLC | 7 | $982 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 7 | $982 | 0.00% | +7 | New |
| Intentional Wealth Strategies, LLC | 7 | $982 | 0.00% | +7 | New |
| Strategic Wealth Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $1.23K | 0.00% | +8 | New |
| HHM Wealth Advisors, LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $1.40K | 0.00% | +10 | New |
| First Command Advisory Services, Inc. | 10 | $1.40K | 0.00% | +10 | New |
| Vermillion Wealth Management, Inc. | 10 | $1.40K | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 11 | $1.54K | 0.00% | +4+57.1% | Added |
| Aspect Partners, LLC | 11 | $1.54K | 0.00% | +5+83.3% | Added |
| UMA Financial Services, Inc. | 11 | $1.54K | 0.00% | −58−84.1% | Reduced |
| Hughes Financial Services, LLC | 12 | $1.68K | 0.00% | −4−25.0% | Reduced |
| Glen Eagle Advisors, LLC | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $1.68K | 0.00% | +12 | New |
| Ameriflex Group, Inc. | 13 | $1.82K | 0.00% | −11−45.8% | Reduced |
| Golden State Wealth Management, LLC | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13 | $1.82K | 0.00% | +1+8.3% | Added |
| Capital Advisors, Ltd. LLC | 13 | $2.00K | 0.00% | +13 | New |
| Brown, Lisle/Cummings, Inc. | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $2.10K | 0.00% | +1+7.1% | Added |
| JFS Wealth Advisors, LLC | 15 | $2.10K | 0.00% | −17−53.1% | Reduced |
| SHP Wealth Management | 16 | $2.25K | 0.00% | +15+1,500.0% | Added |
| Bell Investment Advisors, Inc | 17 | $2.38K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 17 | $2.38K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 18 | $2.52K | 0.00% | −59−76.6% | Reduced |
| Accent Capital Management, LLC | 18 | $2.52K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 18 | $2.52K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 18 | $2.52K | 0.00% | +18 | New |
| Hamrick Investment Counsel, llc | 18 | $2.53K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 19 | $2.69K | 0.00% | +11+137.5% | Added |
| Credit Industriel Et Commercial | 20 | $2.81K | 0.00% | −3,513−99.4% | Reduced |
| Root Financial Partners, LLC | 20 | $2.81K | 0.00% | −66−76.7% | Reduced |
| Rossby Financial, LCC | 21 | $2.87K | 0.00% | +2+10.5% | Added |
| MidFirst Bank | 21 | $2.95K | 0.00% | +21 | New |
| Bogart Wealth, LLC | 23 | $3.23K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 24 | $3.37K | 0.00% | +24 | New |
| Asset Dedication, LLC | 25 | $3.51K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 28 | $3.93K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 30 | $4.21K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 31 | $4.35K | 0.00% | −100−76.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 34 | $4.77K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 34 | $4.77K | 0.00% | +34 | New |
| AdvisorNet Financial, Inc | 35 | $4.91K | 0.00% | +26+288.9% | Added |
| Kemnay Advisory Services Inc. | 37 | $5.19K | 0.00% | −4−9.8% | Reduced |
| Financial Consulate, Inc | 37 | $5.19K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 37 | $5.19K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 38 | $5.33K | 0.00% | +38 | New |
| Silicon Valley Capital Partners | 39 | $5.50K | 0.00% | +3+8.3% | Added |
| Swiss Re Ltd | 41 | $5.75K | 0.04% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 41 | $5.75K | 0.01% | +7+20.6% | Added |
| Global X Japan Co., Ltd. | 41 | $5.75K | 0.00% | +41 | New |
| Hantz Financial Services, Inc. | 42 | $6.00K | 0.00% | −9−17.6% | Reduced |
| Rachor Investment Advisory Services, LLC | 43 | $6.03K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 45 | $6.31K | 0.00% | −393−89.7% | Reduced |
| High Note Wealth, LLC | 45 | $6.31K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 47 | $6.59K | 0.00% | +47 | New |
| Crewe Advisors LLC | 47 | $6.59K | 0.00% | +38+422.2% | Added |
| Private Wealth Management Group, LLC | 49 | $6.88K | 0.00% | +39+390.0% | Added |
| Orion Capital Management LLC | 50 | $7.01K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 50 | $7.01K | 0.00% | +50 | New |
| Montag A & Associates Inc | 51 | $7.16K | 0.00% | −44−46.3% | Reduced |
| Strengthening Families & Communities, LLC | 51 | $7.16K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 54 | $7.58K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 59 | $8.28K | 0.00% | +59 | New |
| Bank of Jackson Hole Trust | 63 | $8.84K | 0.00% | +63 | New |
| Manchester Capital Management LLC | 64 | $8.98K | 0.00% | +5+8.5% | Added |
| Vanguard National Trust Co | 65 | $9.12K | 0.00% | +65 | New |
| N.E.W. Advisory Services LLC | 67 | $9.40K | 0.00% | −40−37.4% | Reduced |
| Umb Bank N A | 67 | $9.40K | 0.00% | +64+2,133.3% | Added |