| Cordant, Inc. | 1 | $122 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $145 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1 | $146 | 0.00% | +1 | New |
| Wilkerson Advisory Group LLC | 2 | $291 | 0.00% | −15−88.2% | Reduced |
| Tidemark, LLC | 2 | $291 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $291 | 0.00% | +2 | New |
| Silicon Valley Capital Partners | 2 | $297 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $436 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $436 | 0.00% | +3 | New |
| Hoey Investments, Inc | 3 | $436 | 0.00% | +3 | New |
| Compass Financial Management LLC | 3 | $436 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 4 | $581 | 0.00% | +4 | New |
| Nvest Wealth Strategies, Inc. | 4 | $582 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 5 | $726 | 0.00% | −1−16.7% | Reduced |
| Gould Capital, LLC | 5 | $727 | 0.00% | −50−90.9% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 5 | $744 | 0.00% | +5 | New |
| Strategic Wealth Partners, Ltd. | 6 | $872 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $872 | 0.00% | +6 | New |
| Lummis Asset Management, LP | 6 | $872 | 0.00% | +6 | New |
| Aspect Partners, LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $1.02K | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $1.16K | 0.00% | +4+100.0% | Added |
| American Capital Advisory, LLC | 8 | $1.16K | 0.00% | +1+14.3% | Added |
| Ameriflex Group, Inc. | 9 | $1.31K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $1.31K | 0.00% | +2+28.6% | Added |
| Quaker Wealth Management, LLC | 9 | $1.31K | 0.00% | +7+350.0% | Added |
| Planning Strategies Inc. | 9 | $1.31K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $1.42K | 0.00% | −7−43.8% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $1.45K | 0.00% | −5−33.3% | Reduced |
| Arlington Trust Co LLC | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $1.60K | 0.00% | +4+57.1% | Added |
| American National Bank | 12 | $1.74K | 0.00% | +12 | New |
| Financial Consulate, Inc | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 12 | $1.74K | 0.00% | +2+20.0% | Added |
| AdvisorNet Financial, Inc | 12 | $1.79K | 0.00% | −1−7.7% | Reduced |
| Hollencrest Capital Management | 13 | $1.89K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $1.89K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 13 | $1.89K | 0.00% | +4+44.4% | Added |
| First Horizon Corp | 14 | $2.03K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $2.03K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $2.04K | 0.00% | +1+7.7% | Added |
| Bangor Savings Bank | 16 | $2.33K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 16 | $2.33K | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 17 | $2.47K | 0.00% | +13+325.0% | Added |
| Wolff Wiese Magana LLC | 17 | $2.47K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 18 | $2.62K | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 19 | $2.76K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $2.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $2.91K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $2.96K | 0.00% | −1−4.8% | Reduced |
| Darwin Advisors, LLC | 21 | $3.05K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 22 | $3.20K | 0.00% | −1−4.3% | Reduced |
| Indiana Trust & Investment Management CO | 22 | $3.20K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 23 | $3.34K | 0.00% | −3−11.5% | Reduced |
| Motco | 23 | $3.34K | 0.00% | +5+27.8% | Added |
| Plato Investment Management Ltd | 24 | $3.47K | 0.00% | −94−79.7% | Reduced |
| POM Investment Strategies, LLC | 24 | $3.49K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 24 | $3.49K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 25 | $3.60K | 0.00% | +25 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.63K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 27 | $3.92K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 29 | $4.21K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $4.21K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $4.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $5.09K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 35 | $5.09K | 0.00% | +35 | New |
| Capula Management Ltd | 36 | $5.23K | 0.00% | −244−87.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 38 | $5.52K | 0.00% | +31+442.9% | Added |
| Private Trust Co NA | 39 | $5.67K | 0.00% | −4−9.3% | Reduced |
| 1620 Investment Advisors, Inc. | 41 | $5.96K | 0.00% | −3−6.8% | Reduced |
| Raffa Wealth Management, LLC | 42 | $6.10K | 0.00% | +8+23.5% | Added |
| Rossby Financial, LCC | 44 | $6.39K | 0.00% | +1+2.3% | Added |
| Cornerstone Financial Management LLC | 45 | $6.54K | 0.01% | +20+80.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 47 | $6.83K | 0.00% | −17−26.6% | Reduced |
| Westside Investment Management, Inc. | 47 | $6.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $6.83K | 0.00% | +2+4.4% | Added |
| Vanguard National Trust Co | 48 | $6.97K | 0.00% | +48 | New |
| Evolution Advisers, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $7.00K | 0.00% | +18+54.5% | Added |
| Bogart Wealth, LLC | 49 | $7.12K | 0.00% | −74−60.2% | Reduced |
| Clear Street Markets LLC | 49 | $7.12K | 0.00% | +14+40.0% | Added |
| Byrne Asset Management LLC | 50 | $7.26K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 52 | $7.56K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 52 | $7.56K | 0.00% | +1+2.0% | Added |
| Elequin Capital LP | 59 | $8.57K | 0.00% | +59 | New |
| JPL Wealth Management, LLC | 59 | $8.57K | 0.00% | −76−56.3% | Reduced |
| LRI Investments, LLC | 64 | $9.30K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 66 | $9.66K | 0.00% | +49+288.2% | Added |
| High Note Wealth, LLC | 68 | $9.88K | 0.00% | +3+4.6% | Added |
| McGuire Capital Advisors Inc | 69 | $10.0K | 0.01% | +24+53.3% | Added |
| MV Capital Management, Inc. | 70 | $10.2K | 0.00% | +2+2.9% | Added |
| IFG Advisory, LLC | 70 | $10.2K | 0.00% | +70 | New |