| Northwest Capital Management Inc | 2 | $336 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $426 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $427 | 0.00% | −25−92.6% | Reduced |
| Stone House Investment Management, LLC | 3 | $638 | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $850 | 0.00% | +4 | New |
| Copeland Capital Management, LLC | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $1.27K | 0.00% | +6 | New |
| Redwood Park Advisors LLC | 6 | $1.28K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 8 | $1.70K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 8 | $1.70K | 0.00% | +8 | New |
| TD Capital Management LLC | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $1.91K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 9 | $1.91K | 0.00% | +9 | New |
| Minot DeBlois Advisors LLC | 10 | $2.13K | 0.00% | −25−71.4% | Reduced |
| Evergreen Private Wealth LLC | 11 | $2.34K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 11 | $2.34K | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 12 | $2.55K | 0.00% | −10−45.5% | Reduced |
| Quaker Wealth Management, LLC | 14 | $2.98K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15 | $3.19K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $3.19K | 0.00% | +1+7.1% | Added |
| Evolution Wealth Management Inc. | 17 | $3.61K | 0.00% | +3+21.4% | Added |
| Westfuller Advisors, LLC | 18 | $3.75K | 0.00% | +18 | New |
| Texas Capital Bancshares Inc | 18 | $3.83K | 0.00% | +18 | New |
| Center for Financial Planning, Inc. | 18 | $3.83K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 19 | $4.04K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 19 | $4.04K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $4.25K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $4.25K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $4.25K | 0.00% | +10+100.0% | Added |
| Godsey & Gibb Associates | 20 | $4.25K | 0.00% | +20 | New |
| Luminist Capital LLC | 20 | $4.27K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 21 | $4.46K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 21 | $4.47K | 0.00% | −279−93.0% | Reduced |
| Westend Capital Management, LLC | 22 | $4.68K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 22 | $4.68K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 23 | $4.90K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 24 | $5.10K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $5.31K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $5.32K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $5.32K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 29 | $6.17K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 30 | $6.38K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $6.38K | 0.00% | +3+11.1% | Added |
| Rialto Wealth Management, LLC | 31 | $6.59K | 0.00% | −9−22.5% | Reduced |
| 10Elms LLP | 31 | $6.59K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 31 | $6.67K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 32 | $6.80K | 0.00% | +5+18.5% | Added |
| Morse Asset Management, Inc | 33 | $7.01K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 33 | $7.01K | 0.00% | +33 | New |
| Abich Financial Wealth Management LLC | 33 | $7.01K | 0.00% | +33 | New |
| Bullock Wealth Management Group | 33 | $7.04K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 33 | $7.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 35 | $7.44K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 35 | $7.48K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 36 | $7.48K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 38 | $8.08K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 39 | $8.29K | 0.01% | +20+105.3% | Added |
| Activest Wealth Management | 42 | $8.93K | 0.00% | +9+27.3% | Added |
| Tidemark, LLC | 43 | $9.15K | 0.00% | +10+30.3% | Added |
| Wealth Watch Advisors, INC | 44 | $9.35K | 0.00% | +44 | New |
| Red Tortoise LLC | 45 | $9.60K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 46 | $9.78K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 46 | $9.78K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 46 | $9.78K | 0.00% | +46 | New |
| Bare Financial Services, Inc | 47 | $9.99K | 0.00% | +13+38.2% | Added |
| Vermillion Wealth Management, Inc. | 47 | $9.99K | 0.00% | +47 | New |
| IMG Wealth Management, Inc. | 48 | $10.2K | 0.01% | +4+9.1% | Added |
| United Financial Planning Group LLC | 48 | $10.2K | 0.01% | +48 | New |
| United Community Bank | 49 | $10.4K | 0.00% | +16+48.5% | Added |
| West Branch Capital LLC | 49 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 50 | $10.7K | 0.00% | +1+2.0% | Added |
| Operose Advisors LLC | 51 | $10.8K | 0.00% | +51 | New |
| Cloud Capital Management, LLC | 53 | $11.0K | 0.01% | +53 | New |
| Caldwell Sutter Capital, Inc. | 52 | $11.1K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 52 | $11.1K | 0.00% | +40+333.3% | Added |
| Curio Wealth, LLC | 53 | $11.3K | 0.00% | −2−3.6% | Reduced |
| Aspect Partners, LLC | 53 | $11.3K | 0.01% | +20+60.6% | Added |
| Mascoma Wealth Management LLC | 55 | $11.7K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 60 | $12.8K | 0.00% | −15−20.0% | Reduced |
| Marquette Asset Management, LLC | 67 | $14.2K | 0.00% | +67 | New |
| Clark Wealth Partners | 61 | $14.8K | 0.01% | −2−3.2% | Reduced |
| JDM Financial Group LLC | 72 | $15.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 73 | $15.5K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 75 | $15.9K | 0.00% | −2−2.6% | Reduced |
| Prestige Wealth Management Group LLC | 77 | $16.4K | 0.00% | +23+42.6% | Added |
| Binnacle Investments Inc | 80 | $17.0K | 0.01% | +22+37.9% | Added |
| New England Capital Financial Advisors LLC | 80 | $17.1K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 81 | $17.2K | 0.01% | +81 | New |
| TFC Financial Management | 83 | $17.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 84 | $17.9K | 0.00% | +84 | New |
| Navigoe, LLC | 86 | $18.0K | 0.01% | +86 | New |
| Gables Capital Management Inc. | 90 | $19.1K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 91 | $19.3K | 0.01% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 93 | $19.8K | 0.10% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 96 | $20.4K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 97 | $20.6K | 0.02% | +97 | New |