| Heritage Wealth Advisors | 0 | $6 | 0.00% | 0 | Unchanged |
| Loomis Sayles & Co L P | 0 | $38 | 0.00% | 0 | Unchanged |
| North Capital, Inc. | 1 | $96 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $193 | 0.00% | −22−91.7% | Reduced |
| IMA Wealth, Inc. | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $193 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $289 | 0.00% | +3 | New |
| Avalon Trust Co | 3 | $290 | 0.00% | +3 | New |
| First Pacific Financial | 4 | $386 | 0.00% | +4 | New |
| Caitlin John, LLC | 5 | $474 | 0.00% | +5 | New |
| Logan Capital Management Inc | 5 | $482 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 5 | $482 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $482 | 0.00% | +5 | New |
| Hurley Capital, LLC | 5 | $482 | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 5 | $482 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $483 | 0.00% | −12−70.6% | Reduced |
| American Capital Advisory, LLC | 5 | $483 | 0.00% | −5−50.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6 | $579 | 0.00% | −46−88.5% | Reduced |
| 1620 Investment Advisors, Inc. | 7 | $675 | 0.00% | −7−50.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 7 | $675 | 0.00% | +7 | New |
| Palisade Asset Management, LLC | 7 | $676 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 8 | $772 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 8 | $772 | 0.00% | +8 | New |
| Operose Advisors LLC | 8 | $772 | 0.00% | +8 | New |
| St Germain D J Co Inc | 10 | $965 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $976 | 0.00% | +10 | New |
| Cloud Capital Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Perritt Capital Management Inc | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 12 | $1.16K | 0.00% | +12 | New |
| Winnow Wealth LLC | 12 | $1.16K | 0.00% | −238−95.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13 | $1.25K | 0.00% | −2,161−99.4% | Reduced |
| Signature Resources Capital Management, LLC | 13 | $1.25K | 0.00% | −6−31.6% | Reduced |
| Wealth Preservation Advisors, LLC | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 13 | $1.25K | 0.00% | +13 | New |
| Golden State Wealth Management, LLC | 15 | $1.45K | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 16 | $1.56K | 0.00% | −50−75.8% | Reduced |
| Fortitude Family Office, LLC | 18 | $1.74K | 0.00% | −46−71.9% | Reduced |
| Tradewinds Capital Management, LLC | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $1.96K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.03K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $2.12K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 22 | $2.15K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 23 | $2.22K | 0.00% | −70−75.3% | Reduced |
| Marquette Asset Management, LLC | 24 | $2.32K | 0.00% | +24 | New |
| ESL Trust Services, LLC | 27 | $2.60K | 0.00% | +27 | New |
| Global Wealth Strategies & Associates | 27 | $2.60K | 0.00% | +27 | New |
| Red Tortoise LLC | 30 | $2.90K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 31 | $2.99K | 0.00% | +3+10.7% | Added |
| Wolff Wiese Magana LLC | 33 | $3.19K | 0.00% | +23+230.0% | Added |
| Dogwood Wealth Management LLC | 35 | $3.38K | 0.00% | −56−61.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.38K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 35 | $3.38K | 0.00% | +35 | New |
| Legacy Bridge, LLC | 35 | $3.38K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $3.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 36 | $3.46K | 0.00% | −3−7.7% | Reduced |
| IAG Wealth Partners, LLC | 36 | $3.47K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $3.86K | 0.00% | −11−21.6% | Reduced |
| Raffa Wealth Management, LLC | 40 | $3.86K | 0.00% | +7+21.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 40 | $3.86K | 0.00% | +40 | New |
| Bare Financial Services, Inc | 44 | $4.25K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 44 | $4.25K | 0.00% | −6−12.0% | Reduced |
| Abound Wealth Management | 45 | $4.37K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 47 | $4.54K | 0.00% | +19+67.9% | Added |
| DT Investment Partners, LLC | 48 | $4.63K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 52 | $5.02K | 0.00% | −12−18.8% | Reduced |
| Cedar Mountain Advisors, LLC | 58 | $5.60K | 0.00% | +58 | New |
| Hughes Financial Services, LLC | 61 | $5.60K | 0.00% | −10−14.1% | Reduced |
| True Wealth Design, LLC | 59 | $5.70K | 0.00% | +11+22.9% | Added |
| Plante Moran Financial Advisors, LLC | 60 | $5.79K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 60 | $5.79K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 60 | $5.79K | 0.00% | +6+11.1% | Added |
| Murphy & Mullick Capital Management Corp | 62 | $5.98K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 62 | $5.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 64 | $6.00K | 0.00% | −7−9.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 64 | $6.17K | 0.00% | +5+8.5% | Added |
| LGT Financial Advisors LLC | 64 | $6.20K | 0.01% | −2−3.0% | Reduced |
| Aviso Financial Inc. | 65 | $6.27K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 65 | $6.27K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 65 | $6.27K | 0.01% | +4+6.6% | Added |
| Bullock Wealth Management Group | 67 | $6.39K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 69 | $6.60K | 0.00% | +20+40.8% | Added |
| JPL Wealth Management, LLC | 72 | $6.95K | 0.00% | +72 | New |
| Roble, Belko & Company, Inc | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 73 | $7.11K | 0.00% | −70−49.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 73 | $7.12K | 0.00% | +73 | New |
| Retirement Wealth Solutions LLC | 76 | $7.31K | 0.00% | −13−14.6% | Reduced |
| Proathlete Wealth Management LLC | 79 | $7.62K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $7.72K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 82 | $7.88K | 0.00% | −95−53.7% | Reduced |
| Bell Investment Advisors, Inc | 82 | $7.91K | 0.00% | −18−18.0% | Reduced |
| Avion Wealth | 85 | $8.00K | 0.00% | −18−17.5% | Reduced |
| Howard Hughes Medical Institute | 93 | $8.97K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 98 | $9.00K | 0.00% | +98 | New |
| SWAN Capital LLC | 97 | $9.38K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 98 | $9.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 98 | $9.46K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $9.65K | 0.00% | −1,765−94.6% | Reduced |
| Godsey & Gibb Associates | 100 | $9.65K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 100 | $9.65K | 0.00% | 00.0% | Unchanged |
