| Ball & Co Wealth Management Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 1 | $68 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2 | $167 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $168 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $251 | 0.00% | −7−70.0% | Reduced |
| Accordant Advisory Group Inc | 4 | $335 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $418 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $419 | 0.00% | −3−37.5% | Reduced |
| DecisionPoint Financial, LLC | 5 | $419 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $419 | 0.00% | +5 | New |
| Cedar Mountain Advisors, LLC | 6 | $502 | 0.00% | +6 | New |
| Curio Wealth, LLC | 7 | $586 | 0.00% | +7 | New |
| United Community Bank | 8 | $670 | 0.00% | −1,713−99.5% | Reduced |
| Breakwater Investment Management | 8 | $670 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 8 | $670 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 9 | $791 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 10 | $837 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $837 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 10 | $837 | 0.00% | +10 | New |
| TopTier Wealth Management, LLC | 10 | $837 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $838 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 11 | $921 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 13 | $1.09K | 0.00% | +13 | New |
| C M Bidwell & Associates Ltd | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.25K | 0.00% | −300−95.2% | Reduced |
| Kozak & Associates, Inc. | 16 | $1.36K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 17 | $1.42K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 17 | $1.42K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 19 | $1.59K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $1.67K | 0.00% | +3+17.6% | Added |
| Retirement Wealth Solutions LLC | 20 | $1.68K | 0.00% | +20 | New |
| Tompkins Financial Corp | 21 | $1.76K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 22 | $1.84K | 0.01% | +22 | New |
| Alerus Financial NA | 24 | $2.01K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 24 | $2.01K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 24 | $2.01K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 25 | $2.09K | 0.00% | +10+66.7% | Added |
| Portus Wealth Advisors, LLC | 25 | $2.09K | 0.00% | +25 | New |
| Sumitomo Life Insurance Co | 26,800 | $2.24K | 0.00% | +26,800 | New |
| Quarry LP | 30 | $2.51K | 0.00% | −90−75.0% | Reduced |
| Rachor Investment Advisory Services, LLC | 30 | $2.52K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 31 | $2.60K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 31 | $2.60K | 0.00% | +5+19.2% | Added |
| First Pacific Financial | 31 | $2.60K | 0.00% | +31 | New |
| Rogco, LP | 32 | $2.68K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 33 | $2.76K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 33 | $2.76K | 0.00% | +2+6.5% | Added |
| Prosperity Bancshares Inc | 35 | $2.93K | 0.00% | +9+34.6% | Added |
| Nvest Wealth Strategies, Inc. | 35 | $2.93K | 0.00% | +35 | New |
| First PREMIER Bank | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 38 | $3.19K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 39 | $3.27K | 0.00% | +39 | New |
| First Financial Corp | 40 | $3.35K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 40 | $3.35K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 41 | $3.43K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 42 | $3.52K | 0.00% | −118−73.8% | Reduced |
| BFSG, LLC | 42 | $3.52K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 42 | $3.52K | 0.00% | +8+23.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 43 | $3.60K | 0.00% | −15−25.9% | Reduced |
| Hallmark Capital Management Inc | 43 | $3.60K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 44 | $3.67K | 0.00% | +44 | New |
| Clayton Financial Group LLC | 44 | $3.68K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 47 | $3.93K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 48 | $4.02K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 48 | $4.02K | 0.00% | −105−68.6% | Reduced |
| Hollencrest Capital Management | 53 | $4.44K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 59 | $4.94K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 62 | $5.19K | 0.00% | +62 | New |
| South Plains Financial, Inc. | 63 | $5.27K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 66 | $5.53K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 74 | $6.20K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 75 | $6.28K | 0.00% | +10+15.4% | Added |
| Tidemark, LLC | 76 | $6.35K | 0.00% | +5+7.0% | Added |
| Horizon Financial Services, LLC | 76 | $6.36K | 0.00% | +49+181.5% | Added |
| LGT Financial Advisors LLC | 76 | $6.38K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 78 | $6.53K | 0.00% | +37+90.2% | Added |
| Truvestments Capital LLC | 79 | $6.61K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 79 | $6.61K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 81 | $6.82K | 0.00% | −1,768−95.6% | Reduced |
| GGM Financials LLC | 83 | $6.93K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 85 | $7.12K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 85 | $7.12K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 85 | $7.12K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 87 | $7.28K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 89 | $7.45K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 95 | $7.95K | 0.00% | +34+55.7% | Added |
| Accent Capital Management, LLC | 96 | $8.04K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 100 | $8.37K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 103 | $8.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 104 | $8.67K | 0.00% | +15+16.9% | Added |
| Marquette Asset Management, LLC | 105 | $8.79K | 0.00% | +64+156.1% | Added |