| Navigoe, LLC | 13 | $0 | 0.00% | +13 | New |
| IMG Wealth Management, Inc. | 1 | $53 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $53 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 2 | $106 | 0.00% | −360−99.4% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $106 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $107 | 0.00% | +2 | New |
| Parallax Volatility Advisers, L.P. | 3 | $160 | 0.00% | −263,236−100.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 3 | $160 | 0.00% | −535−99.4% | Reduced |
| 3 Factor Indexing, LLC | 3 | $160 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $160 | 0.00% | +3 | New |
| Downshift Financial, LLC | 3 | $160 | 0.00% | +3 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $267 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $315 | 0.00% | −31−83.8% | Reduced |
| Sunrise Financial Services, LLC | 6 | $319 | 0.00% | −6−50.0% | Reduced |
| Trust Co | 6 | $320 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 8 | $425 | 0.00% | +8 | New |
| Millstone Evans Group, LLC | 9 | $479 | 0.00% | +9 | New |
| Kingdom Financial Group LLC. | 10 | $532 | 0.00% | −15−60.0% | Reduced |
| Quaker Wealth Management, LLC | 10 | $532 | 0.00% | −1−9.1% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $532 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 10 | $532 | 0.00% | +10 | New |
| Operose Advisors LLC | 10 | $532 | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 10 | $533 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 11 | $585 | 0.00% | −32−74.4% | Reduced |
| Morton Brown Family Wealth, LLC | 11 | $585 | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 13 | $691 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $693 | 0.00% | −8−38.1% | Reduced |
| Activest Wealth Management | 16 | $851 | 0.00% | −167−91.3% | Reduced |
| Retirement Wealth Solutions LLC | 16 | $851 | 0.00% | −12−42.9% | Reduced |
| PayPay Securities Corp | 18 | $957 | 0.04% | −142−88.8% | Reduced |
| Imprint Wealth LLC | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $1.29K | 0.00% | −83−77.6% | Reduced |
| NVWM, LLC | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 27 | $1.44K | 0.00% | −56−67.5% | Reduced |
| Anchor Bay Capital, Inc. | 28 | $1.52K | 0.00% | +28 | New |
| HFM Investment Advisors, LLC | 29 | $1.54K | 0.00% | +12+70.6% | Added |
| Vermillion Wealth Management, Inc. | 30 | $1.59K | 0.00% | −49−62.0% | Reduced |
| NBT Bank N A | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 30 | $1.60K | 0.00% | −9−23.1% | Reduced |
| St. Johns Investment Management Company, LLC | 31 | $1.65K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 32 | $1.70K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 32 | $1.70K | 0.00% | +5+18.5% | Added |
| Institute for Wealth Management, LLC. | 34 | $1.83K | 0.00% | +34 | New |
| Bradley & Co. Private Wealth Management, LLC | 35 | $1.86K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 37 | $1.97K | 0.00% | −9,271−99.6% | Reduced |
| TFC Financial Management | 37 | $1.97K | 0.00% | +6+19.4% | Added |
| TSFG, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 38 | $2.02K | 0.00% | −22−36.7% | Reduced |
| Principia Wealth Advisory, LLC | 38 | $2.02K | 0.00% | −12−24.0% | Reduced |
| Fourth Dimension Wealth, LLC | 39 | $2.07K | 0.00% | +39 | New |
| Planning Strategies Inc. | 40 | $2.13K | 0.00% | +40 | New |
| Dogwood Wealth Management LLC | 41 | $2.18K | 0.00% | −11−21.2% | Reduced |
| Raffa Wealth Management, LLC | 45 | $2.39K | 0.00% | +13+40.6% | Added |
| MidFirst Bank | 49 | $2.60K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 52 | $2.77K | 0.00% | −4−7.1% | Reduced |
| Prosperity Bancshares Inc | 57 | $3.03K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 57 | $3.03K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 57 | $3.03K | 0.00% | +57 | New |
| Park Place Capital Corp | 60 | $3.19K | 0.00% | +29+93.5% | Added |
| Country Trust Bank | 61 | $3.24K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 64 | $3.40K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 66 | $3.51K | 0.00% | +66 | New |
| BOK Financial Private Wealth, Inc. | 67 | $3.56K | 0.00% | +67 | New |
| Rachor Investment Advisory Services, LLC | 70 | $3.73K | 0.00% | −3−4.1% | Reduced |
| Kilter Group LLC | 71 | $3.78K | 0.00% | +26+57.8% | Added |
| Hughes Financial Services, LLC | 73 | $3.88K | 0.00% | +27+58.7% | Added |
| West Paces Advisors Inc. | 75 | $4.01K | 0.00% | +75 | New |
| Vision Retirement, LLC | 76 | $4.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 79 | $4.20K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 80 | $4.25K | 0.00% | +10+14.3% | Added |
| Signature Equity Partners, LLC | 80 | $4.25K | 0.00% | +80 | New |
| Cornerstone Financial Management LLC | 82 | $4.36K | 0.00% | +30+57.7% | Added |
| Strengthening Families & Communities, LLC | 82 | $4.36K | 0.00% | +82 | New |
| UMA Financial Services, Inc. | 83 | $4.41K | 0.00% | +73+730.0% | Added |
| Byrne Asset Management LLC | 85 | $4.52K | 0.00% | −130−60.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 86 | $4.57K | 0.00% | +6+7.5% | Added |
| Davis Capital Management | 87 | $4.63K | 0.00% | +82+1,640.0% | Added |
| Lodestone Wealth Management LLC | 88 | $4.68K | 0.00% | +88 | New |
| Evolution Wealth Management Inc. | 89 | $4.73K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 89 | $4.73K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 90 | $4.79K | 0.00% | +90 | New |
| Joseph Group Capital Management | 96 | $5.10K | 0.00% | −43−30.9% | Reduced |
| Asset Dedication, LLC | 96 | $5.11K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 97 | $5.16K | 0.00% | −52−34.9% | Reduced |
| Rakuten Securities, Inc. | 99 | $5.26K | 0.00% | +10+11.2% | Added |
| Gen-Wealth Partners Inc | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 101 | $5.37K | 0.00% | +60+146.3% | Added |
| Valued Wealth Advisors LLC | 104 | $5.50K | 0.00% | −47−31.1% | Reduced |
| GHP Investment Advisors, Inc. | 106 | $5.64K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 106 | $5.64K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 108 | $5.75K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 110 | $5.85K | 0.00% | +110 | New |
| Financial Management Professionals, Inc. | 117 | $6.23K | 0.00% | −37−24.0% | Reduced |
| SWAN Capital LLC | 121 | $6.43K | 0.00% | +121 | New |
| Triumph Capital Management | 122 | $6.49K | 0.00% | +6+5.2% | Added |