| Winthrop Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Copia Wealth Management | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $57 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $115 | 0.00% | −507−99.6% | Reduced |
| TFC Financial Management | 2 | $115 | 0.00% | −43−95.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 2 | $115 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $172 | 0.00% | −1−25.0% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $172 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $172 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 5 | $287 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $345 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $345 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $345 | 0.00% | +2+50.0% | Added |
| Dogwood Wealth Management LLC | 7 | $402 | 0.00% | −2−22.2% | Reduced |
| Clark Wealth Partners | 7 | $402 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 7 | $402 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 8 | $458 | 0.00% | +5+166.7% | Added |
| Elevated Capital Advisors, LLC | 8 | $460 | 0.00% | +8 | New |
| Bare Financial Services, Inc | 9 | $517 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $518 | 0.00% | +1+12.5% | Added |
| NorthAvenue LLC | 9 | $518 | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 10 | $575 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $632 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 11 | $632 | 0.00% | +11 | New |
| American Capital Advisory, LLC | 12 | $690 | 0.00% | +2+20.0% | Added |
| HFM Investment Advisors, LLC | 12 | $690 | 0.00% | +4+50.0% | Added |
| Signature Equity Partners, LLC | 13 | $747 | 0.00% | +13 | New |
| 1015 Capital Partners, LLC | 13 | $747 | 0.00% | +13 | New |
| Lloyd Advisory Services, LLC. | 14 | $814 | 0.00% | +14 | New |
| Turning Point Benefit Group, Inc. | 15 | $862 | 0.00% | +15 | New |
| NVWM, LLC | 16 | $920 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 16 | $928 | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 18 | $1.03K | 0.00% | +13+260.0% | Added |
| Dunhill Financial, LLC | 19 | $1.12K | 0.00% | +5+35.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.15K | 0.00% | +20 | New |
| WestEnd Advisors, LLC | 20 | $1.15K | 0.00% | +1+5.3% | Added |
| MPWM Advisory Solutions, LLC | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 21 | $1.21K | 0.00% | +21 | New |
| South State Corp. | 22 | $1.26K | 0.00% | −30−57.7% | Reduced |
| Principia Wealth Advisory, LLC | 24 | $1.38K | 0.00% | +1+4.3% | Added |
| Ankerstar Wealth, LLC | 25 | $1.44K | 0.00% | +25 | New |
| Kozak & Associates, Inc. | 25 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $1.62K | 0.00% | −4−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 29 | $1.67K | 0.00% | +11+61.1% | Added |
| Wealth Watch Advisors, INC | 30 | $1.73K | 0.00% | −17−36.2% | Reduced |
| SWAN Capital LLC | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $1.81K | 0.00% | −50−62.5% | Reduced |
| Park Place Capital Corp | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $1.96K | 0.00% | −67−66.3% | Reduced |
| Penserra Capital Management LLC | 42 | $2.00K | 0.00% | +3+7.7% | Added |
| Front Row Advisors LLC | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $2.13K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $2.19K | 0.00% | +13+52.0% | Added |
| Red Tortoise LLC | 39 | $2.24K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $2.30K | 0.00% | +1+2.6% | Added |
| J.Safra Asset Management Corp | 40 | $2.30K | 0.00% | +40 | New |
| Rakuten Securities, Inc. | 41 | $2.36K | 0.00% | −5−10.9% | Reduced |
| Nemes Rush Group LLC | 42 | $2.42K | 0.00% | −392−90.3% | Reduced |
| Rialto Wealth Management, LLC | 43 | $2.47K | 0.00% | +8+22.9% | Added |
| SJS Investment Consulting Inc. | 44 | $2.53K | 0.00% | +31+238.5% | Added |
| Prestige Wealth Management Group LLC | 46 | $2.65K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 46 | $2.65K | 0.00% | +46 | New |
| Financial Management Professionals, Inc. | 47 | $2.70K | 0.00% | +6+14.6% | Added |
| IMG Wealth Management, Inc. | 48 | $2.76K | 0.00% | −19−28.4% | Reduced |
| Cornerstone Financial Management LLC | 48 | $2.76K | 0.00% | +48 | New |
| Highline Wealth Partners LLC | 48 | $2.76K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 50 | $2.87K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 50 | $2.88K | 0.00% | +50 | New |
| Transamerica Financial Advisors, Inc. | 54 | $3.11K | 0.00% | −877−94.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 58 | $3.33K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $3.45K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 61 | $3.48K | 0.00% | +61 | New |
| Johnson Financial Group, Inc. | 61 | $3.51K | 0.00% | −126−67.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 65 | $3.74K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 69 | $3.97K | 0.00% | +69 | New |
| Ogorek Anthony Joseph | 78 | $4.00K | 0.00% | −70−47.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 71 | $4.08K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 72 | $4.12K | 0.00% | +72 | New |
| Hilltop National Bank | 75 | $4.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 78 | $4.49K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 84 | $4.83K | 0.00% | −2−2.3% | Reduced |
| Clayton Financial Group LLC | 84 | $4.83K | 0.00% | +84 | New |
| Smithfield Trust Co | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 75 | $5.00K | 0.00% | +42+127.3% | Added |
| Harbor Investment Advisory, LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 89 | $5.12K | 0.00% | +89 | New |
| Heritage Wealth Advisors | 90 | $5.17K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 90 | $5.17K | 0.00% | +17+23.3% | Added |
| Osbon Capital Management LLC | 90 | $5.17K | 0.00% | +90 | New |
| Ares Financial Consulting, LLC | 92 | $5.29K | 0.01% | +92 | New |
| Old Point Trust & Financial Services N A | 100 | $5.75K | 0.00% | −2,966−96.7% | Reduced |
| Curat Global, LLC | 100 | $5.75K | 0.01% | −2,615−96.3% | Reduced |
| Fortitude Family Office, LLC | 102 | $5.86K | 0.00% | −171−62.6% | Reduced |
| Howard Hughes Medical Institute | 103 | $5.92K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 109 | $6.26K | 0.00% | −5−4.4% | Reduced |
| Colonial Trust Advisors | 112 | $6.44K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $6.78K | 0.00% | 00.0% | Unchanged |