| FNY Investment Advisers, LLC | 14 | $0 | 0.00% | +14 | New |
| Cloud Capital Management, LLC | 42 | $0 | 0.00% | +42 | New |
| Winnow Wealth LLC | 1 | $14 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 4 | $53 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $53 | 0.00% | +4 | New |
| Smallwood Wealth Investment Management, LLC | 7 | $92 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $132 | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 14 | $179 | 0.00% | +4+40.0% | Added |
| Strengthening Families & Communities, LLC | 15 | $200 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $210 | 0.00% | −9−36.0% | Reduced |
| Turning Point Benefit Group, Inc. | 14 | $215 | 0.00% | +14 | New |
| WPG Advisers, LLC | 18 | $237 | 0.00% | −364−95.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 19 | $250 | 0.00% | +19 | New |
| Transamerica Financial Advisors, Inc. | 21 | $276 | 0.00% | +21 | New |
| Principia Wealth Advisory, LLC | 22 | $290 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $290 | 0.00% | +22 | New |
| HFM Investment Advisors, LLC | 24 | $316 | 0.00% | +10+71.4% | Added |
| Raffa Wealth Management, LLC | 26 | $342 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 28 | $368 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 28 | $369 | 0.00% | +28 | New |
| WestEnd Advisors, LLC | 32 | $421 | 0.00% | +32 | New |
| Essential Partners LLC | 32 | $421 | 0.00% | +32 | New |
| Wealth Watch Advisors, INC | 37 | $487 | 0.00% | +37 | New |
| Marshall & Sterling Wealth Advisors Inc. | 38 | $500 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 40 | $526 | 0.00% | +34+566.7% | Added |
| Wolff Wiese Magana LLC | 40 | $527 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 40 | $527 | 0.00% | +40 | New |
| Financial Consulate, Inc | 42 | $553 | 0.00% | +42 | New |
| Texas Capital Bancshares Inc | 55 | $724 | 0.00% | +55 | New |
| ZRC Wealth Management, LLC | 56 | $744 | 0.00% | +56 | Added |
| Guerra Advisors Inc | 60 | $790 | 0.00% | +60 | New |
| DiNuzzo Private Wealth, Inc. | 72 | $975 | 0.00% | +48+200.0% | Added |
| Avion Wealth | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 90 | $1.18K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 100 | $1.32K | 0.00% | +43+75.4% | Added |
| Creative Financial Designs Inc | 102 | $1.34K | 0.00% | +2+2.0% | Added |
| Cedar Mountain Advisors, LLC | 105 | $1.38K | 0.00% | +2+1.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 109 | $1.44K | 0.00% | −28−20.4% | Reduced |
| Retirement Wealth Solutions LLC | 115 | $1.51K | 0.00% | +115 | New |
| DT Investment Partners, LLC | 125 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $1.65K | 0.00% | −73−75.3% | Reduced |
| IMG Wealth Management, Inc. | 138 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 144 | $1.90K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 153 | $2.01K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 155 | $2.04K | 0.00% | +154+15,400.0% | Added |
| Quarry LP | 167 | $2.20K | 0.00% | −6,054−97.3% | Reduced |
| Thompson Investment Management, Inc. | 177 | $2.33K | 0.00% | +177 | New |
| Kilter Group LLC | 190 | $2.50K | 0.00% | +20+11.8% | Added |
| Manchester Capital Management LLC | 190 | $2.50K | 0.00% | +93+95.9% | Added |
| Johnson Financial Group, Inc. | 191 | $2.51K | 0.00% | +191 | New |
| TFC Financial Management | 195 | $2.57K | 0.00% | +177+983.3% | Added |
| Atlantic Union Bankshares Corp | 200 | $2.63K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 188 | $2.70K | 0.00% | +188 | New |
| Sachetta, LLC | 211 | $2.78K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 222 | $2.92K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 254 | $3.34K | 0.00% | +254 | New |
| Ameriflex Group, Inc. | 254 | $3.34K | 0.00% | +254 | New |
| Salomon & Ludwin, LLC | 239 | $3.48K | 0.00% | +239 | New |
| Glen Eagle Advisors, LLC | 272 | $3.58K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 274 | $3.61K | 0.00% | −324−54.2% | Reduced |
| MV Capital Management, Inc. | 285 | $3.75K | 0.00% | +41+16.8% | Added |
| Wealth Preservation Advisors, LLC | 286 | $3.76K | 0.00% | −78−21.4% | Reduced |
| Pacifica Partners Inc. | 250 | $3.84K | 0.00% | −85−25.4% | Reduced |
| Bell Investment Advisors, Inc | 314 | $4.13K | 0.00% | −318−50.3% | Reduced |
| UMA Financial Services, Inc. | 388 | $5.11K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 403 | $5.30K | 0.00% | +44+12.3% | Added |
| Spire Wealth Management | 423 | $5.57K | 0.00% | +19+4.7% | Added |
| True Wealth Design, LLC | 438 | $5.76K | 0.00% | +372+563.6% | Added |
| Hemington Wealth Management | 492 | $6.00K | 0.00% | +278+129.9% | Added |
| Prestige Wealth Management Group LLC | 484 | $6.37K | 0.00% | +143+41.9% | Added |
| Farmers & Merchants Investments Inc | 488 | $6.42K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $6.58K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 507 | $6.67K | 0.00% | +384+312.2% | Added |
| Addison Advisors LLC | 509 | $6.70K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 475 | $6.71K | 0.01% | +475 | New |
| Tripletail Wealth Management, LLC | 500 | $7.19K | 0.01% | +500 | New |
| American National Bank | 554 | $7.29K | 0.00% | +554 | New |
| Strategic Investment Solutions, Inc. | 567 | $7.47K | 0.00% | +4+0.7% | Added |
| Bokf, NA | 578 | $7.61K | 0.00% | +578 | New |
| FSA Wealth Management LLC | 592 | $7.79K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 600 | $7.90K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 649 | $8.54K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 660 | $8.69K | 0.00% | −8,740−93.0% | Reduced |
| Medallion Wealth Advisors, LLC | 700 | $9.21K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 711 | $9.36K | 0.00% | +711 | New |
| N.E.W. Advisory Services LLC | 725 | $9.54K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 758 | $9.97K | 0.00% | +10+1.3% | Added |
| Westside Investment Management, Inc. | 800 | $10.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 820 | $10.8K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 840 | $11.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 850 | $11.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 850 | $11.2K | 0.00% | +42+5.2% | Added |
| Frazier Financial Advisors, LLC | 853 | $11.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,033 | $13.6K | 0.00% | +984+2,008.2% | Added |
| Gen-Wealth Partners Inc | 1,090 | $14.3K | 0.00% | −62−5.4% | Reduced |