| CKW Financial Group | 1 | $0 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 3 | $99 | 0.00% | +3 | New |
| MidFirst Bank | 4 | $131 | 0.00% | −3,035−99.9% | Reduced |
| Financial Management Professionals, Inc. | 4 | $131 | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 5 | $164 | 0.00% | −15−75.0% | Reduced |
| Creative Financial Designs Inc | 5 | $164 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 5 | $164 | 0.00% | +5 | New |
| Napier Financial, LLC | 5 | $164 | 0.00% | +5 | New |
| Operose Advisors LLC | 6 | $196 | 0.00% | +6 | New |
| Tidemark, LLC | 6 | $196 | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $196 | 0.00% | +6 | New |
| NorthAvenue LLC | 6 | $197 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $197 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $230 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 9 | $295 | 0.00% | +9 | New |
| Atlantic Private Wealth, LLC | 10 | $327 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $327 | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 10 | $327 | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 10 | $328 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $393 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $426 | 0.00% | −150−92.0% | Reduced |
| Quaker Wealth Management, LLC | 13 | $426 | 0.00% | −8−38.1% | Reduced |
| Dunhill Financial, LLC | 13 | $426 | 0.00% | −8−38.1% | Reduced |
| Picton Mahoney Asset Management | 15 | $491 | 0.00% | 00.0% | Unchanged |
| Trust Co | 15 | $491 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 15 | $491 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $523 | 0.00% | +2+14.3% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 20 | $655 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 20 | $655 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 20 | $655 | 0.00% | +20 | New |
| McGuire Capital Advisors Inc | 21 | $688 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 23 | $753 | 0.00% | +23 | New |
| American Capital Advisory, LLC | 24 | $786 | 0.00% | −4−14.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 26 | $851 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 29 | $949 | 0.00% | +9+45.0% | Added |
| DB Fitzpatrick & Co, Inc | 30 | $982 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 30 | $982 | 0.00% | +30 | New |
| Roble, Belko & Company, Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $1.08K | 0.00% | −61−64.9% | Reduced |
| Cornerstone Financial Management LLC | 33 | $1.08K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 37 | $1.21K | 0.00% | +37 | New |
| Wolff Wiese Magana LLC | 40 | $1.31K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 41 | $1.34K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 45 | $1.47K | 0.00% | +45 | New |
| PFS Partners, LLC | 47 | $1.54K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 47 | $1.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $1.57K | 0.00% | −13−21.3% | Reduced |
| NVWM, LLC | 52 | $1.70K | 0.00% | +12+30.0% | Added |
| Prestige Wealth Management Group LLC | 56 | $1.83K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 57 | $1.87K | 0.00% | +51+850.0% | Added |
| Bravera Wealth | 58 | $1.90K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 60 | $1.96K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 35 | $1.97K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 66 | $2.16K | 0.00% | +1+1.5% | Added |
| Raffa Wealth Management, LLC | 70 | $2.29K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 72 | $2.36K | 0.00% | +9+14.3% | Added |
| NBT Bank N A | 73 | $2.39K | 0.00% | +73 | New |
| Stone House Investment Management, LLC | 75 | $2.46K | 0.00% | +75 | New |
| Clear Street Markets LLC | 77 | $2.52K | 0.00% | −2,100−96.5% | Reduced |
| Bell Investment Advisors, Inc | 82 | $2.69K | 0.00% | −302−78.6% | Reduced |
| Aspect Partners, LLC | 82 | $2.69K | 0.00% | −4−4.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 82 | $2.69K | 0.00% | −4−4.7% | Reduced |
| Golden State Wealth Management, LLC | 84 | $2.75K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 84 | $2.75K | 0.00% | +84 | New |
| Meramec Financial Planners, LLC | 72 | $2.76K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 86 | $2.82K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 87 | $2.85K | 0.00% | −36−29.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 88 | $2.88K | 0.00% | −4−4.3% | Reduced |
| Raleigh Capital Management Inc. | 88 | $2.88K | 0.00% | +88 | New |
| Rakuten Securities, Inc. | 90 | $2.95K | 0.00% | −1,371−93.8% | Reduced |
| ZRC Wealth Management, LLC | 99 | $3.24K | 0.00% | −173−63.6% | Reduced |
| Valued Wealth Advisors LLC | 100 | $3.27K | 0.00% | +71+244.8% | Added |
| Highline Wealth Partners LLC | 100 | $3.27K | 0.00% | +100 | New |
| Curat Global, LLC | 101 | $3.31K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 105 | $3.44K | 0.00% | +105 | New |
| Bogart Wealth, LLC | 105 | $3.44K | 0.00% | −1,609−93.9% | Reduced |
| Center for Financial Planning, Inc. | 106 | $3.47K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 110 | $3.60K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 112 | $3.67K | 0.00% | +112 | New |
| High Note Wealth, LLC | 114 | $3.73K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 116 | $3.80K | 0.00% | +53+84.1% | Added |
| Prosperity Bancshares Inc | 120 | $3.93K | 0.00% | +37+44.6% | Added |
| WPG Advisers, LLC | 121 | $3.96K | 0.00% | −469−79.5% | Reduced |
| Avion Wealth | 150 | $4.00K | 0.00% | −41−21.5% | Reduced |
| Rossby Financial, LCC | 123 | $4.18K | 0.00% | +25+25.5% | Added |
| Keating Financial Advisory Services, Inc. | 134 | $4.39K | 0.00% | +87+185.1% | Added |
| Ares Financial Consulting, LLC | 133 | $4.51K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 149 | $4.87K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 153 | $5.01K | 0.00% | −122−44.4% | Reduced |
| IMG Wealth Management, Inc. | 154 | $5.04K | 0.00% | −18−10.5% | Reduced |
| J.Safra Asset Management Corp | 160 | $5.24K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 160 | $5.24K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 169 | $5.53K | 0.00% | +55+48.2% | Added |
| 1620 Investment Advisors, Inc. | 170 | $5.57K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 177 | $5.79K | 0.00% | −259−59.4% | Reduced |
| Clayton Financial Group LLC | 185 | $6.06K | 0.00% | +2+1.1% | Added |
| JNBA Financial Advisors | 186 | $6.09K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 196 | $6.42K | 0.00% | −34−14.8% | Reduced |
| Kilter Group LLC | 197 | $6.45K | 0.00% | +18+10.1% | Added |