| MidFirst Bank | 3,039 | $0 | 0.00% | +3,039 | New |
| Atlas Capital Advisors LLC | 1 | $41 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 1 | $42 | 0.00% | +1 | New |
| Eastern Bank | 2 | $82 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $82 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 3 | $123 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $165 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $206 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $247 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 6 | $247 | 0.00% | +6 | New |
| Davis Capital Management | 7 | $288 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $289 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $412 | 0.00% | −16−61.5% | Reduced |
| Tradewinds Capital Management, LLC | 10 | $412 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 10 | $412 | 0.00% | +10 | New |
| Atlantic Private Wealth, LLC | 10 | $412 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 12 | $494 | 0.00% | −2−14.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 14 | $576 | 0.00% | +11+366.7% | Added |
| Picton Mahoney Asset Management | 15 | $617 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 15 | $617 | 0.00% | 00.0% | Unchanged |
| Trust Co | 15 | $617 | 0.00% | +15 | New |
| CBIZ Investment Advisory Services, LLC | 19 | $782 | 0.00% | −9−32.1% | Reduced |
| Chilton Capital Management LLC | 20 | $823 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $823 | 0.00% | +2+11.1% | Added |
| 1015 Capital Partners, LLC | 20 | $823 | 0.00% | +20 | New |
| Dunhill Financial, LLC | 21 | $862 | 0.00% | +10+90.9% | Added |
| McGuire Capital Advisors Inc | 21 | $864 | 0.00% | +21 | New |
| Quaker Wealth Management, LLC | 21 | $865 | 0.00% | +11+110.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 20 | $867 | 0.00% | +20 | New |
| Bare Financial Services, Inc | 23 | $946 | 0.00% | −8−25.8% | Reduced |
| Roble, Belko & Company, Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +30 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 26 | $1.11K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 28 | $1.15K | 0.00% | +10+55.6% | Added |
| Valued Wealth Advisors LLC | 29 | $1.19K | 0.00% | −10−25.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 30 | $1.24K | 0.00% | +10+50.0% | Added |
| Turning Point Benefit Group, Inc. | 32 | $1.32K | 0.00% | +27+540.0% | Added |
| Cornerstone Financial Management LLC | 33 | $1.36K | 0.00% | +33 | New |
| RMG Wealth Management LLC | 35 | $1.58K | 0.00% | +35 | New |
| Wolff Wiese Magana LLC | 40 | $1.65K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $1.65K | 0.00% | +5+14.3% | Added |
| Millstone Evans Group, LLC | 41 | $1.69K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 44 | $1.81K | 0.00% | −706−94.1% | Reduced |
| Elevated Capital Advisors, LLC | 46 | $1.89K | 0.00% | +46 | New |
| Your Advocates Ltd., LLP | 47 | $1.93K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 47 | $1.93K | 0.00% | +47 | New |
| PFS Partners, LLC | 47 | $1.94K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 50 | $2.06K | 0.00% | −150−75.0% | Reduced |
| Wealth Watch Advisors, INC | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 58 | $2.39K | 0.00% | +58 | New |
| First Command Advisory Services, Inc. | 60 | $2.47K | 0.00% | +60 | New |
| JFS Wealth Advisors, LLC | 61 | $2.51K | 0.00% | +42+221.1% | Added |
| Transamerica Financial Advisors, Inc. | 63 | $2.59K | 0.00% | −62−49.6% | Reduced |
| Principia Wealth Advisory, LLC | 63 | $2.59K | 0.00% | +4+6.8% | Added |
| Rialto Wealth Management, LLC | 65 | $2.67K | 0.00% | +27+71.1% | Added |
| Meramec Financial Planners, LLC | 72 | $2.77K | 0.00% | +72 | New |
| Raffa Wealth Management, LLC | 70 | $2.88K | 0.00% | +18+34.6% | Added |
| Prosperity Bancshares Inc | 83 | $3.42K | 0.00% | +83 | New |
| Ameriflex Group, Inc. | 84 | $3.46K | 0.00% | −926−91.7% | Reduced |
| Golden State Wealth Management, LLC | 84 | $3.46K | 0.00% | −107−56.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 86 | $3.53K | 0.00% | −1−1.1% | Reduced |
| Anfield Capital Management, LLC | 86 | $3.54K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 86 | $3.54K | 0.00% | +21+32.3% | Added |
| American National Bank | 87 | $3.58K | 0.00% | +87 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 92 | $3.79K | 0.00% | +84+1,050.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 94 | $3.88K | 0.00% | +16+20.5% | Added |
| Optima Capital LLC | 97 | $3.99K | 0.00% | +97 | New |
| Rossby Financial, LCC | 98 | $4.03K | 0.00% | +98 | New |
| Howard Hughes Medical Institute | 101 | $4.16K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 101 | $4.16K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 101 | $4.16K | 0.00% | +33+48.5% | Added |
| Center for Financial Planning, Inc. | 106 | $4.36K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 110 | $4.53K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 112 | $4.61K | 0.00% | −8−6.7% | Reduced |
| High Note Wealth, LLC | 114 | $4.69K | 0.00% | −47−29.2% | Reduced |
| Financial Consulate, Inc | 114 | $4.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 123 | $5.06K | 0.00% | −12−8.9% | Reduced |
| Armstrong Advisory Group, Inc | 127 | $5.23K | 0.00% | −88−40.9% | Reduced |
| Ares Financial Consulting, LLC | 133 | $5.47K | 0.01% | +133 | New |
| Abound Wealth Management | 149 | $6.12K | 0.00% | +11+8.0% | Added |
| N.E.W. Advisory Services LLC | 150 | $6.17K | 0.00% | −46−23.5% | Reduced |
| J.Safra Asset Management Corp | 160 | $6.58K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 160 | $6.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 163 | $6.71K | 0.00% | +154+1,711.1% | Added |
| 1620 Investment Advisors, Inc. | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 191 | $7.00K | 0.00% | −23−10.7% | Reduced |
| IMG Wealth Management, Inc. | 172 | $7.08K | 0.00% | +143+493.1% | Added |
| Kilter Group LLC | 179 | $7.37K | 0.00% | +41+29.7% | Added |
| Clayton Financial Group LLC | 183 | $7.53K | 0.00% | +83+83.0% | Added |
| JNBA Financial Advisors | 186 | $7.65K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 202 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 206 | $8.48K | 0.00% | +206 | New |
| Midwest Capital Advisors, LLC | 215 | $8.85K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 230 | $9.46K | 0.00% | +34+17.3% | Added |
| Atlantic Trust, LLC | 234 | $9.63K | 0.00% | +148+172.1% | Added |
| Piscataqua Savings Bank | 240 | $9.88K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 245 | $10.1K | 0.00% | +104+73.8% | Added |
| Trust Co of Vermont | 245 | $10.1K | 0.00% | +200+444.4% | Added |
