| Creekmur Asset Management LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $179 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $180 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $239 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $239 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $298 | 0.00% | +5 | New |
| Heartwood Wealth Advisors LLC | 5 | $299 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $358 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $358 | 0.00% | +6 | New |
| Clark Wealth Partners | 7 | $402 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 8 | $478 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 8 | $478 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $478 | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 9 | $538 | 0.00% | +3+50.0% | Added |
| Bare Financial Services, Inc | 9 | $538 | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 10 | $598 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $598 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $616 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 12 | $717 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 13 | $777 | 0.00% | +13 | New |
| Core Alternative Capital | 14 | $836 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $845 | 0.00% | −5−26.3% | Reduced |
| NVWM, LLC | 16 | $956 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 16 | $960 | 0.00% | +16 | New |
| Cloud Capital Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $1.13K | 0.00% | +18 | New |
| WestEnd Advisors, LLC | 19 | $1.14K | 0.00% | +2+11.8% | Added |
| MPWM Advisory Solutions, LLC | 21 | $1.25K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $1.37K | 0.00% | +3+15.0% | Added |
| Kozak & Associates, Inc. | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $1.49K | 0.00% | +8+47.1% | Added |
| Cornerstone Planning Group LLC | 28 | $1.70K | 0.00% | +4+16.7% | Added |
| SWAN Capital LLC | 30 | $1.79K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 33 | $1.97K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 33 | $1.97K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 33 | $2.00K | 0.00% | +33 | New |
| Rialto Wealth Management, LLC | 35 | $2.09K | 0.00% | +10+40.0% | Added |
| Front Row Advisors LLC | 35 | $2.10K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $2.21K | 0.00% | +37 | New |
| True Wealth Design, LLC | 39 | $2.32K | 0.00% | +17+77.3% | Added |
| Red Tortoise LLC | 39 | $2.33K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 41 | $2.45K | 0.00% | +27+192.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 43 | $2.57K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 43 | $2.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 45 | $2.72K | 0.00% | +43+2,150.0% | Added |
| Rakuten Securities, Inc. | 46 | $2.75K | 0.00% | +14+43.8% | Added |
| Prestige Wealth Management Group LLC | 46 | $2.75K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 47 | $2.81K | 0.00% | +47 | New |
| Highline Wealth Partners LLC | 48 | $2.87K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $2.99K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 50 | $2.99K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 50 | $2.99K | 0.00% | +50 | New |
| Pineridge Advisors LLC | 52 | $3.10K | 0.00% | −64−55.2% | Reduced |
| South State Corp. | 52 | $3.11K | 0.00% | −88−62.9% | Reduced |
| Marquette Asset Management, LLC | 57 | $3.41K | 0.00% | +57 | New |
| Newbridge Financial Services Group, Inc. | 58 | $3.46K | 0.00% | −213−78.6% | Reduced |
| Advantage Trust Co | 58 | $3.46K | 0.00% | +58 | New |
| Princeton Global Asset Management LLC | 60 | $3.58K | 0.00% | +60 | New |
| Moisand Fitzgerald Tamayo, LLC | 65 | $3.88K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 74 | $4.00K | 0.00% | +74 | New |
| IMG Wealth Management, Inc. | 67 | $4.00K | 0.00% | +19+39.6% | Added |
| CBIZ Investment Advisory Services, LLC | 71 | $4.24K | 0.00% | +14+24.6% | Added |
| Pinnacle Bancorp, Inc. | 73 | $4.36K | 0.00% | −71−49.3% | Reduced |
| Hilltop National Bank | 75 | $4.48K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 78 | $4.67K | 0.00% | +10+14.7% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $4.88K | 0.00% | +14+21.2% | Added |
| Smithfield Trust Co | 85 | $5.00K | 0.00% | −590−87.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 85 | $5.10K | 0.00% | −82−49.1% | Reduced |
| Meeder Asset Management Inc | 86 | $5.14K | 0.00% | −7−7.5% | Reduced |
| Activest Wealth Management | 87 | $5.20K | 0.00% | +50+135.1% | Added |
| Harbor Investment Advisory, LLC | 87 | $5.20K | 0.00% | +87 | New |
| Heritage Wealth Advisors | 90 | $5.38K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 93 | $5.56K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 101 | $6.03K | 0.00% | +89+741.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 101 | $6.03K | 0.00% | +93+1,162.5% | Added |
| Nalls Sherbakoff Group, LLC | 101 | $6.05K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 103 | $6.15K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 106 | $6.33K | 0.00% | −143−57.4% | Reduced |
| Colonial Trust Advisors | 112 | $6.69K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 114 | $6.82K | 0.00% | +114 | New |
| Salomon & Ludwin, LLC | 115 | $7.02K | 0.00% | +115 | New |
| Glen Eagle Advisors, LLC | 118 | $7.05K | 0.00% | −20−14.5% | Reduced |
| Concord Wealth Partners | 124 | $7.41K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 127 | $7.59K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 137 | $8.19K | 0.01% | +77+128.3% | Added |
| Scarborough Advisors, LLC | 138 | $8.22K | 0.00% | +1+0.7% | Added |
| Raffa Wealth Management, LLC | 140 | $8.36K | 0.00% | +11+8.5% | Added |
| United Community Bank | 140 | $8.36K | 0.00% | +40+40.0% | Added |
| Armstrong Advisory Group, Inc | 146 | $8.72K | 0.00% | −217−59.8% | Reduced |
| UMA Financial Services, Inc. | 146 | $8.72K | 0.00% | +114+356.3% | Added |
| Bell Investment Advisors, Inc | 147 | $8.78K | 0.00% | −88−37.4% | Reduced |
| High Note Wealth, LLC | 148 | $8.84K | 0.00% | +92+164.3% | Added |
| Cedar Mountain Advisors, LLC | 150 | $8.96K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 151 | $9.03K | 0.00% | +151 | New |
| MB, Levis & Associates, LLC | 154 | $9.20K | 0.00% | 00.0% | Unchanged |