| Cypress Capital Management LLC (WY) | 2 | $181 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3 | $272 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $272 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $363 | 0.00% | −3−42.9% | Reduced |
| Sound Income Strategies, LLC | 5 | $461 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 6 | $545 | 0.00% | +6 | New |
| Breakwater Investment Management | 6 | $545 | 0.00% | +6 | New |
| Seneschal Advisors, LLC | 6 | $545 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 8 | $726 | 0.00% | −1−11.1% | Reduced |
| TFC Financial Management | 9 | $817 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $817 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $817 | 0.00% | +9 | New |
| Guerra Advisors Inc | 10 | $907 | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 11 | $998 | 0.00% | −6−35.3% | Reduced |
| IMG Wealth Management, Inc. | 11 | $998 | 0.00% | +11 | New |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Crewe Advisors LLC | 12 | $1.09K | 0.00% | −95−88.8% | Reduced |
| Oakworth Capital, Inc. | 14 | $1.27K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 14 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 15 | $1.36K | 0.00% | +15 | New |
| United Community Bank | 15 | $1.36K | 0.00% | +15 | New |
| Bellevue Asset Management, LLC | 16 | $1.45K | 0.00% | −13−44.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 16 | $1.45K | 0.00% | +8+100.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 17 | $1.54K | 0.00% | +17 | New |
| Kilter Group LLC | 18 | $1.63K | 0.00% | +12+200.0% | Added |
| Winch Advisory Services, LLC | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 19 | $1.72K | 0.00% | +19 | New |
| Bare Financial Services, Inc | 20 | $1.81K | 0.00% | +20 | New |
| Marquette Asset Management, LLC | 21 | $1.91K | 0.00% | +21 | New |
| Financial Consulate, Inc | 21 | $1.91K | 0.00% | +21 | New |
| True Wealth Design, LLC | 22 | $2.00K | 0.00% | −8−26.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 23 | $2.09K | 0.00% | +4+21.1% | Added |
| South State Corp. | 23 | $2.09K | 0.00% | −52−69.3% | Reduced |
| Country Trust Bank | 23 | $2.09K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 25 | $2.27K | 0.00% | −481−95.1% | Reduced |
| SJS Investment Consulting Inc. | 25 | $2.27K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $2.29K | 0.00% | −1−3.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.36K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $2.36K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $2.36K | 0.00% | +10+62.5% | Added |
| NVWM, LLC | 26 | $2.36K | 0.00% | +20+333.3% | Added |
| CoreCap Advisors, LLC | 27 | $2.45K | 0.00% | −32−54.2% | Reduced |
| Pineridge Advisors LLC | 27 | $2.45K | 0.00% | +8+42.1% | Added |
| 1620 Investment Advisors, Inc. | 33 | $2.99K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $3.08K | 0.00% | −104−75.4% | Reduced |
| ORG Partners LLC | 36 | $3.26K | 0.00% | −55−60.4% | Reduced |
| Hughes Financial Services, LLC | 37 | $3.32K | 0.00% | +14+60.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 39 | $3.54K | 0.00% | +39 | New |
| Quest 10 Wealth Builders, Inc. | 40 | $3.63K | 0.00% | +7+21.2% | Added |
| Abound Wealth Management | 41 | $3.75K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 44 | $3.99K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 46 | $4.17K | 0.00% | +27+142.1% | Added |
| Grey Fox Wealth Advisors, LLC | 50 | $4.54K | 0.00% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 51 | $4.67K | 0.00% | +1+2.0% | Added |
| WPG Advisers, LLC | 52 | $4.72K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 54 | $4.90K | 0.00% | −25−31.6% | Reduced |
| LGT Financial Advisors LLC | 55 | $4.99K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 55 | $4.99K | 0.00% | +55 | New |
| J.Safra Asset Management Corp | 60 | $5.44K | 0.00% | +60 | New |
| Colonial Trust Advisors | 62 | $5.63K | 0.00% | +62 | New |
| Legacy Wealth Managment, LLC | 63 | $5.72K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 63 | $5.72K | 0.00% | +1+1.6% | Added |
| Raffa Wealth Management, LLC | 65 | $5.90K | 0.00% | +26+66.7% | Added |
| Zions Bancorporation, National Association | 66 | $5.99K | 0.00% | −233−77.9% | Reduced |
| Smithfield Trust Co | 62 | $6.00K | 0.00% | −570−90.2% | Reduced |
| Red Tortoise LLC | 69 | $6.26K | 0.00% | 00.0% | Unchanged |
| Trust Co | 71 | $6.44K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 77 | $6.99K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 79 | $7.25K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 80 | $7.26K | 0.00% | −1−1.2% | Reduced |
| Activest Wealth Management | 80 | $7.26K | 0.00% | +26+48.1% | Added |
| Albion Financial Group | 83 | $7.53K | 0.00% | +83 | New |
| Valued Wealth Advisors LLC | 84 | $7.62K | 0.00% | −30−26.3% | Reduced |
| Capital Advisors, Ltd. LLC | 93 | $8.00K | 0.00% | +21+29.2% | Added |
| Bruce G. Allen Investments, LLC | 89 | $8.07K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 91 | $8.26K | 0.00% | +91 | New |
| Washington Trust Advisors, Inc. | 91 | $8.28K | 0.00% | +9+11.0% | Added |
| Manchester Capital Management LLC | 94 | $8.53K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 97 | $8.80K | 0.00% | +97 | New |
| Rocky Mountain Advisers, LLC | 99 | $8.98K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 100 | $9.07K | 0.00% | +6+6.4% | Added |
| GHP Investment Advisors, Inc. | 102 | $9.26K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 103 | $9.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 103 | $9.35K | 0.00% | +24+30.4% | Added |
| Wealth Watch Advisors, INC | 104 | $9.44K | 0.00% | +104 | New |
| Truvestments Capital LLC | 110 | $9.98K | 0.00% | +33+42.9% | Added |
| CBIZ Investment Advisory Services, LLC | 110 | $9.98K | 0.00% | +81+279.3% | Added |
| Rakuten Securities, Inc. | 112 | $10.2K | 0.00% | −37−24.8% | Reduced |
| Geneos Wealth Management Inc. | 113 | $10.3K | 0.00% | −570−83.5% | Reduced |
| Financial Perspectives, Inc | 119 | $10.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 121 | $11.0K | 0.00% | −209−63.3% | Reduced |
| Avion Wealth | 125 | $11.0K | 0.00% | +9+7.8% | Added |
| MV Capital Management, Inc. | 124 | $11.3K | 0.00% | −5−3.9% | Reduced |
| Caitlin John, LLC | 125 | $11.3K | 0.01% | +125 | New |
| Colonial Trust Co | 129 | $11.7K | 0.00% | +2+1.6% | Added |
| DT Investment Partners, LLC | 129 | $11.7K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 131 | $11.9K | 0.01% | +19+17.0% | Added |