| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Coppell Advisory Solutions LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $106 | 0.00% | −49−98.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3 | $315 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $419 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $524 | 0.00% | −5−50.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $524 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5 | $524 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $524 | 0.00% | +5 | New |
| Innovative Advisory Group, LLC | 5 | $557 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 6 | $628 | 0.00% | +6 | New |
| Creekmur Asset Management LLC | 7 | $733 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $733 | 0.00% | +7 | New |
| Capital A Wealth Management, LLC | 7 | $733 | 0.00% | +7 | New |
| Aspect Partners, LLC | 11 | $1.15K | 0.00% | −2−15.4% | Reduced |
| Richard W. Paul & Associates, LLC | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $1.26K | 0.00% | +12 | New |
| Longfellow Investment Management Co LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $1.42K | 0.00% | +6+85.7% | Added |
| WealthTrak Capital Management LLC | 15 | $1.57K | 0.00% | +15 | New |
| Highline Wealth Partners LLC | 16 | $1.68K | 0.00% | +8+100.0% | Added |
| Caitlin John, LLC | 18 | $1.84K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $1.89K | 0.00% | +6+50.0% | Added |
| Grove Bank & Trust | 19 | $1.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $1.99K | 0.00% | −3−13.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 19 | $1.99K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 21 | $2.20K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 23 | $2.41K | 0.00% | +18+360.0% | Added |
| Archer Investment Corp | 25 | $2.62K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $2.72K | 0.00% | −36−58.1% | Reduced |
| TFC Financial Management | 27 | $2.83K | 0.00% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 26 | $3.00K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 30 | $3.11K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 32 | $3.35K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $3.49K | 0.00% | +17+106.3% | Added |
| South Plains Financial, Inc. | 34 | $3.56K | 0.00% | +34 | New |
| Sachetta, LLC | 34 | $3.56K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 37 | $3.87K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 41 | $4.29K | 0.00% | +41 | New |
| Westend Capital Management, LLC | 42 | $4.40K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 55 | $5.00K | 0.00% | +15+37.5% | Added |
| Bruce G. Allen Investments, LLC | 53 | $5.55K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 61 | $6.39K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 63 | $6.54K | 0.00% | +12+23.5% | Added |
| Pacific Center for Financial Services | 69 | $7.22K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 69 | $7.24K | 0.00% | −1,436−95.4% | Reduced |
| LRI Investments, LLC | 70 | $7.33K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $7.33K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 70 | $7.33K | 0.00% | +70 | New |
| Quintet Private Bank (Europe) S.A. | 75 | $7.85K | 0.00% | +75 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $8.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 78 | $8.17K | 0.00% | −12−13.3% | Reduced |
| Barrett & Company, Inc. | 78 | $8.18K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 80 | $8.38K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 81 | $8.48K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 81 | $8.53K | 0.00% | +3+3.8% | Added |
| Fortitude Family Office, LLC | 85 | $8.90K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 88 | $9.21K | 0.00% | +88 | New |
| Tower View Investment Management & Research LLC | 90 | $9.42K | 0.00% | −95−51.4% | Reduced |
| Ranger Investment Management, L.P. | 90 | $9.42K | 0.00% | −37−29.1% | Reduced |
| JFS Wealth Advisors, LLC | 92 | $9.63K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $10.0K | 0.00% | −3−2.9% | Reduced |
| Cyrus J. Lawrence, LLC | 97 | $10.0K | 0.00% | +97 | New |
| Kestra Investment Management, LLC | 100 | $10.4K | 0.00% | +100 | New |
| AllSquare Wealth Management LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 100 | $10.5K | 0.01% | +100 | New |
| S&T Bank | 103 | $10.8K | 0.00% | +103 | New |
| Sugarloaf Wealth Management, LLC | 106 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 112 | $11.7K | 0.01% | +112 | New |
| POM Investment Strategies, LLC | 113 | $11.8K | 0.01% | +113 | New |
| Hopwood Financial Services, Inc. | 113 | $11.8K | 0.01% | +113 | New |
| Sierra Ocean, LLC | 118 | $12.4K | 0.01% | +118 | New |
| Financial Management Professionals, Inc. | 123 | $12.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 126 | $13.1K | 0.01% | +6+5.0% | Added |
| Whipplewood Advisors, LLC | 128 | $13.4K | 0.01% | +128 | New |
| First United Bank Trust | 130 | $13.6K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 139 | $14.6K | 0.03% | +39+39.0% | Added |
| IAG Wealth Partners, LLC | 140 | $14.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 146 | $15.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 147 | $15.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 151 | $15.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 160 | $16.0K | 0.00% | +19+13.5% | Added |
| CGC Financial Services, LLC | 153 | $16.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 161 | $16.9K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 160 | $16.9K | 0.01% | +160 | New |
| MV Capital Management, Inc. | 164 | $17.2K | 0.00% | +4+2.5% | Added |
| Ancora Advisors, LLC | 189 | $19.8K | 0.00% | +114+152.0% | Added |
| Zions Bancorporation, N.A. | 192 | $20.1K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 197 | $20.6K | 0.00% | −5−2.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $20.9K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $20.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $20.9K | 0.01% | +200 | New |
| Security National Bank | 201 | $21.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 220 | $23.0K | 0.00% | 00.0% | Unchanged |