| Cloud Capital Management, LLC | 24 | $0 | 0.00% | +24 | New |
| Cedar Mountain Advisors, LLC | 1 | $36 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 3 | $107 | 0.00% | −300−99.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $107 | 0.00% | −21−87.5% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $142 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 4 | $143 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $178 | 0.00% | +5 | New |
| Turning Point Benefit Group, Inc. | 5 | $178 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $204 | 0.00% | −36−83.7% | Reduced |
| REAP Financial Group, LLC | 6 | $214 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $247 | 0.00% | +6 | New |
| Orion Capital Management LLC | 7 | $250 | 0.00% | +7 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $285 | 0.00% | −224−96.6% | Reduced |
| Retirement Wealth Solutions LLC | 8 | $286 | 0.00% | −56−87.5% | Reduced |
| Fortitude Family Office, LLC | 9 | $321 | 0.00% | −122−93.1% | Reduced |
| Tradewinds Capital Management, LLC | 10 | $357 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $357 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $393 | 0.00% | −29−72.5% | Reduced |
| Dunhill Financial, LLC | 11 | $396 | 0.00% | −7−38.9% | Reduced |
| Binnacle Investments Inc | 13 | $464 | 0.00% | +13 | New |
| WestEnd Advisors, LLC | 14 | $500 | 0.00% | −8−36.4% | Reduced |
| Hilltop National Bank | 15 | $535 | 0.00% | −90−85.7% | Reduced |
| Tortoise Investment Management, LLC | 16 | $571 | 0.00% | −2−11.1% | Reduced |
| Hughes Financial Services, LLC | 18 | $617 | 0.00% | −26−59.1% | Reduced |
| American Capital Advisory, LLC | 18 | $643 | 0.00% | +10+125.0% | Added |
| JFS Wealth Advisors, LLC | 19 | $678 | 0.00% | −112−85.5% | Reduced |
| Chilton Capital Management LLC | 20 | $714 | 0.00% | +20 | New |
| DB Fitzpatrick & Co, Inc | 20 | $714 | 0.00% | +20 | New |
| Trifecta Capital Advisors, LLC | 22 | $785 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 26 | $928 | 0.00% | +26 | New |
| United Community Bank | 26 | $928 | 0.00% | +26 | New |
| CBIZ Investment Advisory Services, LLC | 28 | $999 | 0.00% | −24−46.2% | Reduced |
| Hemington Wealth Management | 46 | $1.00K | 0.00% | −325−87.6% | Reduced |
| Roble, Belko & Company, Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 29 | $1.03K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 31 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 31 | $1.11K | 0.00% | +31 | New |
| NVWM, LLC | 35 | $1.25K | 0.00% | +26+288.9% | Added |
| Montag A & Associates Inc | 36 | $1.28K | 0.00% | +36 | New |
| Rialto Wealth Management, LLC | 38 | $1.36K | 0.00% | −480−92.7% | Reduced |
| Valued Wealth Advisors LLC | 39 | $1.39K | 0.00% | −15−27.8% | Reduced |
| ZRC Wealth Management, LLC | 39 | $1.39K | 0.00% | +39 | New |
| Bullock Wealth Management Group | 39 | $1.39K | 0.00% | +39 | New |
| Hurley Capital, LLC | 40 | $1.43K | 0.00% | +40 | New |
| Wolff Wiese Magana LLC | 40 | $1.43K | 0.00% | −27−40.3% | Reduced |
| Millstone Evans Group, LLC | 41 | $1.46K | 0.00% | +41 | New |
| Trust Co of Vermont | 45 | $1.61K | 0.00% | −74−62.2% | Reduced |
| PFS Partners, LLC | 47 | $1.68K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 47 | $1.68K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 50 | $1.78K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 52 | $1.85K | 0.00% | −130−71.4% | Reduced |
| Prestige Wealth Management Group LLC | 56 | $2.00K | 0.00% | −22−28.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 59 | $2.10K | 0.00% | +40+210.5% | Added |
| Aspect Partners, LLC | 65 | $2.32K | 0.00% | +65 | New |
| Cullen/Frost Bankers, Inc. | 68 | $2.43K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 70 | $2.50K | 0.01% | +70 | New |
| Gould Capital, LLC | 72 | $2.57K | 0.00% | −66−47.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 78 | $2.78K | 0.00% | −33−29.7% | Reduced |
| Kerr Financial Planning Corp | 79 | $3.00K | 0.00% | +79 | New |
| Anfield Capital Management, LLC | 86 | $3.07K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 86 | $3.07K | 0.00% | −137−61.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 87 | $3.10K | 0.00% | −1−1.1% | Reduced |
| WealthCollab, LLC | 89 | $3.18K | 0.00% | −167−65.2% | Reduced |
| Clayton Financial Group LLC | 100 | $3.57K | 0.00% | +100 | New |
| Howard Hughes Medical Institute | 101 | $3.60K | 0.00% | −6−5.6% | Reduced |
| Curat Global, LLC | 101 | $3.60K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 106 | $3.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 107 | $3.82K | 0.00% | −130−54.9% | Reduced |
| C M Bidwell & Associates Ltd | 110 | $3.92K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 114 | $4.07K | 0.00% | +114 | New |
| Harbour Investments, Inc. | 120 | $4.28K | 0.00% | +53+79.1% | Added |
| Transamerica Financial Advisors, Inc. | 125 | $4.46K | 0.00% | +125 | New |
| First Horizon Corp | 135 | $4.82K | 0.00% | +135 | New |
| Abound Wealth Management | 138 | $4.92K | 0.00% | +20+16.9% | Added |
| Kilter Group LLC | 138 | $4.92K | 0.00% | +123+820.0% | Added |
| FSA Wealth Management LLC | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 141 | $5.03K | 0.00% | +141 | New |
| Dogwood Wealth Management LLC | 142 | $5.07K | 0.00% | +140+7,000.0% | Added |
| Westfuller Advisors, LLC | 156 | $5.57K | 0.00% | +156 | New |
| JDM Financial Group LLC | 100 | $5.67K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 160 | $5.71K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 160 | $5.71K | 0.00% | +95+146.2% | Added |
| TD Waterhouse Canada Inc. | 160 | $5.72K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 161 | $5.74K | 0.00% | +137+570.8% | Added |
| Ancora Advisors, LLC | 169 | $6.03K | 0.00% | −4−2.3% | Reduced |
| 1620 Investment Advisors, Inc. | 170 | $6.07K | 0.00% | +40+30.8% | Added |
| Private Wealth Management Group, LLC | 181 | $6.46K | 0.00% | +75+70.8% | Added |
| JNBA Financial Advisors | 186 | $6.64K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 191 | $6.82K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 195 | $6.96K | 0.00% | +195 | New |
| Independence Bank of Kentucky | 196 | $6.99K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 196 | $6.99K | 0.00% | +196 | New |
| Capital Advisors, Ltd. LLC | 202 | $7.00K | 0.00% | −140−40.9% | Reduced |
| Avion Wealth | 214 | $7.00K | 0.00% | +96+81.4% | Added |
| Crewe Advisors LLC | 200 | $7.14K | 0.00% | +200 | New |
| Sofos Investments, Inc. | 201 | $7.17K | 0.00% | +201 | New |
| Sachetta, LLC | 202 | $7.21K | 0.00% | +129+176.7% | Added |
| Manchester Capital Management LLC | 203 | $7.24K | 0.00% | +100+97.1% | Added |
