| Copia Wealth Management | 1 | $73 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $218 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $219 | 0.00% | +3 | New |
| Tidemark, LLC | 4 | $291 | 0.00% | +4 | New |
| MidFirst Bank | 4 | $291 | 0.00% | +4 | New |
| Napier Financial, LLC | 4 | $291 | 0.00% | +4 | New |
| TopTier Wealth Management, LLC | 4 | $291 | 0.00% | +4 | New |
| McGuire Capital Advisors Inc | 5 | $363 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5 | $363 | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 5 | $364 | 0.00% | −16−76.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $436 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $436 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $437 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $509 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $509 | 0.00% | +7 | New |
| Arlington Trust Co LLC | 8 | $582 | 0.00% | +8 | New |
| Bare Financial Services, Inc | 9 | $654 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $655 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $727 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 10 | $727 | 0.00% | +10 | New |
| Brown, Lisle/Cummings, Inc. | 12 | $872 | 0.00% | +12 | New |
| Signature Equity Partners, LLC | 13 | $945 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 13 | $945 | 0.00% | +13 | New |
| Winthrop Capital Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 23 | $1.10K | 0.00% | +23 | New |
| NVWM, LLC | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $1.16K | 0.00% | +4+33.3% | Added |
| Hughes Financial Services, LLC | 16 | $1.16K | 0.00% | +5+45.5% | Added |
| American Capital Advisory, LLC | 17 | $1.24K | 0.00% | +5+41.7% | Added |
| Washington Trust Advisors, Inc. | 17 | $1.24K | 0.00% | +17 | New |
| 1015 Capital Partners, LLC | 18 | $1.31K | 0.00% | +5+38.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $1.45K | 0.00% | +18+900.0% | Added |
| Dunhill Financial, LLC | 20 | $1.48K | 0.00% | +1+5.3% | Added |
| MPWM Advisory Solutions, LLC | 21 | $1.53K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 21 | $1.53K | 0.00% | +21 | New |
| South State Corp. | 22 | $1.60K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 24 | $1.75K | 0.00% | +24 | New |
| Kozak & Associates, Inc. | 26 | $1.78K | 0.00% | +1+4.0% | Added |
| Ankerstar Wealth, LLC | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 26 | $1.89K | 0.00% | −7−21.2% | Reduced |
| Penserra Capital Management LLC | 39 | $2.00K | 0.00% | −3−7.1% | Reduced |
| Principia Wealth Advisory, LLC | 30 | $2.18K | 0.00% | +6+25.0% | Added |
| Evolution Wealth Management Inc. | 30 | $2.18K | 0.00% | +30 | New |
| Pinnacle Bancorp, Inc. | 32 | $2.33K | 0.00% | −58−64.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 32 | $2.33K | 0.00% | +14+77.8% | Added |
| Marquette Asset Management, LLC | 34 | $2.47K | 0.00% | +34 | New |
| Front Row Advisors LLC | 35 | $2.56K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 36 | $2.62K | 0.00% | +36 | New |
| C M Bidwell & Associates Ltd | 37 | $2.69K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 39 | $2.83K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $2.83K | 0.00% | +10+34.5% | Added |
| J.Safra Asset Management Corp | 40 | $2.91K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 42 | $3.05K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $3.05K | 0.00% | +4+10.5% | Added |
| True Wealth Design, LLC | 43 | $3.13K | 0.00% | +3+7.5% | Added |
| Prestige Wealth Management Group LLC | 46 | $3.34K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $3.42K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 53 | $3.85K | 0.00% | +53 | New |
| Torren Management, LLC | 55 | $3.99K | 0.00% | −1,994−97.3% | Reduced |
| SJS Investment Consulting Inc. | 55 | $4.00K | 0.00% | +11+25.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 55 | $4.00K | 0.00% | +21+61.8% | Added |
| Key Capital Management, INC | 55 | $4.00K | 0.00% | +44+400.0% | Added |
| Princeton Global Asset Management LLC | 60 | $4.36K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 60 | $4.36K | 0.00% | +17+39.5% | Added |
| Johnson Financial Group, Inc. | 61 | $4.43K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 65 | $4.72K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 65 | $4.72K | 0.00% | +65 | New |
| Burk Holdings LLC | 68 | $4.91K | 0.00% | +68 | New |
| Ogorek Anthony Joseph | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 76 | $5.00K | 0.00% | +76 | New |
| Cornerstone Financial Management LLC | 70 | $5.09K | 0.00% | +22+45.8% | Added |
| Investors Portfolio Services LLC | 72 | $5.25K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 74 | $5.38K | 0.00% | +74 | New |
| Hilltop National Bank | 75 | $5.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 75 | $5.50K | 0.00% | +45+150.0% | Added |
| Cornerstone Planning Group LLC | 71 | $5.56K | 0.00% | +47+195.8% | Added |
| Abound Wealth Management | 78 | $5.68K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 81 | $5.92K | 0.00% | +27+50.0% | Added |
| Smithfield Trust Co | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 84 | $6.11K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 90 | $6.54K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 92 | $6.66K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 93 | $6.76K | 0.00% | +86+1,228.6% | Added |
| Joseph Group Capital Management | 95 | $6.91K | 0.00% | +95 | New |
| Strengthening Families & Communities, LLC | 100 | $7.24K | 0.00% | −9−8.3% | Reduced |
| Colonial Trust Advisors | 112 | $8.14K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 123 | $8.94K | 0.00% | +115+1,437.5% | Added |
| Bell Investment Advisors, Inc | 124 | $9.01K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 126 | $9.16K | 0.00% | +126 | New |
| Sofos Investments, Inc. | 128 | $9.30K | 0.00% | +128 | New |
| United Community Bank | 129 | $9.38K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 137 | $9.96K | 0.00% | +68+98.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 137 | $9.96K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 139 | $10.1K | 0.00% | +91+189.6% | Added |