| Pin Oak Investment Advisors Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $428 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 7 | $510 | 0.00% | +7 | New |
| WPG Advisers, LLC | 8 | $582 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 9 | $655 | 0.00% | −17−65.4% | Reduced |
| PlanVest Financial, Inc | 10 | $767 | 0.00% | +10 | New |
| Plante Moran Financial Advisors, LLC | 11 | $800 | 0.00% | −39−78.0% | Reduced |
| Trust Co | 12 | $873 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $1.31K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 21 | $1.53K | 0.00% | −6,953−99.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $1.82K | 0.00% | −18−42.9% | Reduced |
| City State Bank | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 25 | $1.82K | 0.00% | +25 | New |
| SWAN Capital LLC | 27 | $1.96K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 27 | $1.96K | 0.00% | +27 | New |
| Capital Analysts, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 32 | $2.55K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 37 | $2.69K | 0.00% | +37 | New |
| Elevated Capital Advisors, LLC | 39 | $2.84K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 39 | $2.84K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 40 | $2.89K | 0.00% | +22+122.2% | Added |
| Smithfield Trust Co | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 44 | $3.20K | 0.00% | −230−83.9% | Reduced |
| Westfuller Advisors, LLC | 50 | $3.65K | 0.00% | +1+2.0% | Added |
| Western Pacific Wealth Management, LP | 52 | $3.76K | 0.00% | +1+2.0% | Added |
| Harbor Investment Advisory, LLC | 52 | $3.78K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 52 | $3.78K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 58 | $4.19K | 0.00% | +1+1.8% | Added |
| Nemes Rush Group LLC | 58 | $4.22K | 0.00% | +49+544.4% | Added |
| City Holding Co | 67 | $4.87K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 65 | $5.08K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 70 | $5.09K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 71 | $5.19K | 0.00% | −1−1.4% | Reduced |
| Wellington-Altus USA Inc. | 71 | $5.92K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 82 | $5.96K | 0.00% | +82 | New |
| Avion Wealth | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 88 | $6.40K | 0.00% | +88 | New |
| IMA Wealth, Inc. | 90 | $6.55K | 0.00% | −5−5.3% | Reduced |
| Rialto Wealth Management, LLC | 91 | $6.62K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 93 | $6.76K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 97 | $7.06K | 0.00% | +97 | New |
| Kingdom Financial Group LLC. | 97 | $7.06K | 0.00% | +97 | New |
| DecisionPoint Financial, LLC | 100 | $7.27K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $7.27K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 102 | $7.42K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 105 | $7.64K | 0.00% | +30+40.0% | Added |
| Stone House Investment Management, LLC | 106 | $7.71K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 108 | $7.86K | 0.00% | −45−29.4% | Reduced |
| Intentional Wealth Strategies, LLC | 111 | $8.07K | 0.01% | +111 | New |
| Cornerstone Financial Management LLC | 113 | $8.22K | 0.01% | +27+31.4% | Added |
| Prestige Wealth Management Group LLC | 116 | $8.44K | 0.00% | +16+16.0% | Added |
| MV Capital Management, Inc. | 119 | $8.66K | 0.00% | +91+325.0% | Added |
| Greykasell Wealth Strategies, Inc. | 120 | $8.73K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 125 | $9.09K | 0.00% | +125 | New |
| Key Financial Inc | 134 | $9.75K | 0.00% | +99+282.9% | Added |
| Newbridge Financial Services Group, Inc. | 140 | $10.2K | 0.00% | −28−16.7% | Reduced |
| American Capital Advisory, LLC | 141 | $10.3K | 0.00% | +105+291.7% | Added |
| Old Point Trust & Financial Services N A | 143 | $10.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 143 | $10.4K | 0.00% | +1+0.7% | Added |
| Raffa Wealth Management, LLC | 144 | $10.5K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 155 | $11.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 159 | $11.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 160 | $11.6K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 164 | $11.9K | 0.00% | +164 | New |
| Signature Equity Partners, LLC | 168 | $12.2K | 0.01% | +3+1.8% | Added |
| Zions Bancorporation, National Association | 172 | $12.5K | 0.00% | −30−14.9% | Reduced |
| Southern Michigan Bank & Trust | 185 | $13.5K | 0.01% | +185 | New |
| Triumph Capital Management | 192 | $14.0K | 0.00% | +92+92.0% | Added |
| Beutel, Goodman & Co Ltd. | 200 | $14.0K | 0.00% | −100−33.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 201 | $14.0K | 0.00% | +3+1.5% | Added |
| Maseco LLP | 193 | $14.0K | 0.00% | +193 | New |
| Westside Investment Management, Inc. | 197 | $14.4K | 0.00% | 00.0% | Unchanged |
| Motco | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 208 | $15.1K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 208 | $15.1K | 0.00% | +208 | New |
| Principia Wealth Advisory, LLC | 209 | $15.2K | 0.01% | +52+33.1% | Added |
| Basepoint Wealth LLC | 211 | $15.3K | 0.01% | −87−29.2% | Reduced |
| SOA Wealth Advisors, LLC. | 225 | $16.4K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 231 | $16.8K | 0.00% | +5+2.2% | Added |
| Coston, McIsaac & Partners | 234 | $17.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 254 | $18.5K | 0.00% | −196−43.6% | Reduced |
| Creative Financial Designs Inc | 256 | $18.6K | 0.00% | +92+56.1% | Added |
| UMA Financial Services, Inc. | 259 | $18.8K | 0.00% | +17+7.0% | Added |
| Retirement Wealth Solutions LLC | 268 | $19.5K | 0.01% | +86+47.3% | Added |
| WealthCollab, LLC | 272 | $19.8K | 0.01% | +146+115.9% | Added |
| Centerpoint Advisors, LLC | 275 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 275 | $20.0K | 0.00% | +275 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 278 | $20.2K | 0.00% | +278 | New |
| Breakwater Investment Management | 285 | $20.7K | 0.01% | +125+78.1% | Added |
| Lodestone Wealth Management LLC | 290 | $21.1K | 0.01% | +279+2,536.4% | Added |
| Boyd Watterson Asset Management LLC | 297 | $21.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $21.8K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 300 | $21.8K | 0.00% | +300 | New |
| RWM Asset Management, LLC | 313 | $22.8K | 0.00% | +313 | New |
| Innovative Asset Advisors Group, LLC | 315 | $22.9K | 0.01% | +315 | New |
| Fairscale Capital, LLC | 322 | $23.4K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 330 | $24.0K | 0.02% | 00.0% | Unchanged |
