| Pin Oak Investment Advisors Inc | 4 | $0 | 0.00% | −306−98.7% | Reduced |
| Toth Financial Advisory Corp | 3 | $182 | 0.00% | +3 | New |
| Accordant Advisory Group Inc | 3 | $182 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 5 | $302 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 6 | $355 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 6 | $362 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $483 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9 | $543 | 0.00% | +9 | New |
| Lodestone Wealth Management LLC | 11 | $664 | 0.00% | +11 | New |
| Trust Co | 12 | $724 | 0.00% | +12 | New |
| Capital Analysts, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 14 | $1.00K | 0.00% | +1+7.7% | Added |
| Brown, Lisle/Cummings, Inc. | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $1.09K | 0.00% | −185−91.1% | Reduced |
| McGuire Capital Advisors Inc | 20 | $1.21K | 0.00% | +20 | New |
| City State Bank | 25 | $1.51K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 26 | $1.57K | 0.00% | +14+116.7% | Added |
| Quent Capital, LLC | 27 | $1.63K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 27 | $1.63K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $1.69K | 0.00% | +28 | New |
| Smithfield Trust Co | 40 | $2.00K | 0.00% | +40 | New |
| Key Financial Inc | 35 | $2.11K | 0.00% | +35 | New |
| American Capital Advisory, LLC | 36 | $2.17K | 0.00% | −2−5.3% | Reduced |
| Meramec Financial Planners, LLC | 32 | $2.23K | 0.00% | +32 | New |
| IMG Wealth Management, Inc. | 39 | $2.35K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 39 | $2.35K | 0.00% | +39 | New |
| Quaker Wealth Management, LLC | 40 | $2.42K | 0.00% | +40 | New |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $2.60K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 49 | $2.96K | 0.00% | −40−44.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $3.02K | 0.00% | +50 | New |
| Western Pacific Wealth Management, LP | 51 | $3.06K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $3.14K | 0.00% | +52 | New |
| Oakworth Capital, Inc. | 52 | $3.14K | 0.00% | +52 | New |
| Glen Eagle Advisors, LLC | 57 | $3.42K | 0.00% | −6−9.5% | Reduced |
| Kozak & Associates, Inc. | 65 | $4.01K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 67 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 70 | $4.23K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 71 | $4.29K | 0.00% | +71 | New |
| Murphy & Mullick Capital Management Corp | 72 | $4.35K | 0.00% | +1+1.4% | Added |
| Acumen Wealth Advisors, LLC | 75 | $4.53K | 0.00% | +75 | New |
| Elyxium Wealth, LLC | 78 | $4.71K | 0.00% | +78 | New |
| Avion Wealth | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 85 | $5.11K | 0.00% | −238−73.7% | Reduced |
| Caitlin John, LLC | 85 | $5.16K | 0.00% | +85 | New |
| Cornerstone Financial Management LLC | 86 | $5.19K | 0.00% | +86 | New |
| Laurel Wealth Advisors LLC | 88 | $5.31K | 0.00% | +88 | New |
| Rialto Wealth Management, LLC | 91 | $5.49K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 91 | $5.49K | 0.00% | +91 | New |
| Birchbrook, Inc. | 93 | $5.62K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 95 | $5.74K | 0.00% | +95 | New |
| Hallmark Capital Management Inc | 96 | $5.80K | 0.00% | +96 | New |
| Stephens Consulting, LLC | 98 | $5.92K | 0.00% | +98 | New |
| Prestige Wealth Management Group LLC | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $6.04K | 0.00% | +100 | New |
| DecisionPoint Financial, LLC | 100 | $6.04K | 0.00% | +100 | New |
| Olistico Wealth, LLC | 100 | $6.04K | 0.00% | +100 | New |
| Founders Capital Management | 101 | $6.10K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 102 | $6.16K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 106 | $6.40K | 0.00% | +10+10.4% | Added |
| Tucker Asset Management LLC | 109 | $6.58K | 0.00% | +109 | New |
| Greykasell Wealth Strategies, Inc. | 120 | $7.24K | 0.00% | +120 | New |
| WealthCollab, LLC | 126 | $7.61K | 0.00% | +42+50.0% | Added |
| Redmont Wealth Advisors LLC | 135 | $8.15K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 142 | $8.62K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 143 | $8.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 144 | $8.69K | 0.00% | +101+234.9% | Added |
| Keating Financial Advisory Services, Inc. | 148 | $8.94K | 0.00% | +148 | New |
| Community Bank, N.A. | 150 | $9.05K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 150 | $9.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 153 | $9.24K | 0.00% | +128+512.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 155 | $9.36K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 157 | $9.48K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 159 | $9.60K | 0.00% | +112+238.3% | Added |
| Armstrong Advisory Group, Inc | 160 | $9.66K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 160 | $9.66K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 164 | $9.92K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 165 | $9.96K | 0.01% | +165 | New |
| Newbridge Financial Services Group, Inc. | 168 | $10.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 168 | $10.1K | 0.00% | −2,031−92.4% | Reduced |
| ORG Partners LLC | 172 | $10.4K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 182 | $11.0K | 0.01% | −44−19.5% | Reduced |
| Innovative Advisory Group, LLC | 190 | $11.5K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 192 | $11.6K | 0.00% | +49+34.3% | Added |
| Hazlett, Burt & Watson, Inc. | 198 | $12.0K | 0.00% | +164+482.4% | Added |
| Motco | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 197 | $12.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 202 | $12.2K | 0.00% | +24+13.5% | Added |
| Geneos Wealth Management Inc. | 207 | $12.5K | 0.00% | −200−49.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 208 | $12.6K | 0.00% | −1−0.5% | Reduced |
| SOA Wealth Advisors, LLC. | 225 | $13.6K | 0.00% | −219−49.3% | Reduced |
| Strengthening Families & Communities, LLC | 226 | $13.7K | 0.00% | −119−34.5% | Reduced |
| Coston, McIsaac & Partners | 234 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 240 | $14.5K | 0.00% | +240 | New |
| UMA Financial Services, Inc. | 242 | $14.6K | 0.00% | +37+18.0% | Added |
| Tower Research Capital LLC (TRC) | 249 | $15.0K | 0.00% | −38,515−99.4% | Reduced |
| Albion Financial Group | 250 | $15.1K | 0.00% | +250 | New |
| SHP Wealth Management | 267 | $16.1K | 0.00% | +267 | New |
| Chung Wu Investment Group, LLC | 268 | $16.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 232 | $16.5K | 0.00% | +47+25.4% | Added |