| BOK Financial Private Wealth, Inc. | 0 | $70 | 0.00% | 0 | New |
| Caitong International Asset Management Co., Ltd | 3 | $139 | 0.00% | −254−98.8% | Reduced |
| Bullseye Investment Management, LLC | 3 | $139 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 4 | $186 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 5 | $233 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 6 | $279 | 0.00% | +6 | New |
| Y.D. More Investments Ltd | 1,931 | $283 | 0.00% | +1,454+304.8% | Added |
| Tidemark, LLC | 7 | $325 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $326 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 9 | $418 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 9 | $419 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $465 | 0.00% | +10 | New |
| Portus Wealth Advisors, LLC | 10 | $465 | 0.00% | +10 | New |
| IAG Wealth Partners, LLC | 13 | $604 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 18 | $843 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 20 | $930 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 21 | $976 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 22 | $1.00K | 0.00% | +22 | New |
| Pillar Financial Advisors, LLC | 23 | $1.07K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 24 | $1.11K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 27 | $1.25K | 0.00% | −91−77.1% | Reduced |
| TopTier Wealth Management, LLC | 31 | $1.44K | 0.00% | +31 | New |
| SWAN Capital LLC | 31 | $1.45K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 33 | $1.53K | 0.00% | +33 | New |
| Vermillion Wealth Management, Inc. | 36 | $1.67K | 0.00% | +36 | New |
| Burkett Financial Services, LLC | 36 | $1.72K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 39 | $1.81K | 0.00% | +2+5.4% | Added |
| NVWM, LLC | 39 | $1.81K | 0.00% | +9+30.0% | Added |
| Asset Dedication, LLC | 41 | $1.91K | 0.00% | +5+13.9% | Added |
| Mascoma Wealth Management LLC | 41 | $1.91K | 0.00% | +41 | New |
| JNBA Financial Advisors | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 44 | $2.04K | 0.00% | +35+388.9% | Added |
| Intentional Wealth Strategies, LLC | 44 | $2.04K | 0.00% | +44 | New |
| 1015 Capital Partners, LLC | 46 | $2.14K | 0.00% | +26+130.0% | Added |
| Stone House Investment Management, LLC | 46 | $2.14K | 0.00% | +46 | New |
| C M Bidwell & Associates Ltd | 47 | $2.18K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 48 | $2.23K | 0.00% | −4−7.7% | Reduced |
| Bayban | 50 | $2.32K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 53 | $2.46K | 0.00% | +53 | New |
| Chilton Capital Management LLC | 66 | $3.07K | 0.00% | +53+407.7% | Added |
| Highline Wealth Partners LLC | 68 | $3.16K | 0.00% | +1+1.5% | Added |
| Private Wealth Asset Management, LLC | 70 | $3.25K | 0.00% | −102−59.3% | Reduced |
| Dogwood Wealth Management LLC | 70 | $3.25K | 0.00% | +8+12.9% | Added |
| Frazier Financial Advisors, LLC | 72 | $3.34K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 72 | $3.35K | 0.00% | +16+28.6% | Added |
| Curio Wealth, LLC | 76 | $3.53K | 0.00% | −246−76.4% | Reduced |
| United Community Bank | 80 | $3.72K | 0.00% | +24+42.9% | Added |
| Marquette Asset Management, LLC | 82 | $3.81K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 83 | $3.86K | 0.00% | +83 | New |
| Groesbeck Investment Management Corp | 93 | $4.00K | 0.01% | +93 | New |
| Principia Wealth Advisory, LLC | 91 | $4.23K | 0.00% | +35+62.5% | Added |
| Dunhill Financial, LLC | 91 | $4.27K | 0.00% | +22+31.9% | Added |
| Colonial Trust Co | 92 | $4.29K | 0.00% | +42+84.0% | Added |
| Cornerstone Financial Management LLC | 93 | $4.32K | 0.00% | +30+47.6% | Added |
| Salem Investment Counselors Inc | 96 | $4.50K | 0.00% | +96 | New |
| Fairman Group, LLC | 98 | $4.59K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 99 | $4.60K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 99 | $4.64K | 0.00% | +10+11.2% | Added |
| Smallwood Wealth Investment Management, LLC | 100 | $4.65K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 102 | $4.74K | 0.00% | +102 | New |
| Signature Resources Capital Management, LLC | 104 | $4.83K | 0.00% | +104 | New |
| Truvestments Capital LLC | 105 | $4.88K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 105 | $4.88K | 0.00% | −27−20.5% | Reduced |
| Strive Financial Group ,LLC | 112 | $5.00K | 0.00% | +13+13.1% | Added |
| Bay Harbor Wealth Management, LLC | 108 | $5.02K | 0.00% | +27+33.3% | Added |
| Security National Bank | 108 | $5.02K | 0.00% | +108 | New |
| First Command Advisory Services, Inc. | 113 | $5.27K | 0.00% | +54+91.5% | Added |
| Burk Holdings LLC | 117 | $5.44K | 0.00% | +117 | New |
| Creative Capital Management Investments LLC | 119 | $5.53K | 0.00% | +119 | New |
| True Wealth Design, LLC | 122 | $5.68K | 0.00% | −105−46.3% | Reduced |
| United Financial Planning Group LLC | 130 | $6.04K | 0.00% | +130 | New |
| Bogart Wealth, LLC | 138 | $6.41K | 0.00% | +65+89.0% | Added |
| Kilter Group LLC | 138 | $6.41K | 0.00% | +19+16.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 141 | $6.55K | 0.01% | +33+30.6% | Added |
| Boreal Capital Management LLC | 142 | $6.65K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 144 | $6.69K | 0.00% | +144 | New |
| Wolff Wiese Magana LLC | 144 | $6.69K | 0.00% | +74+105.7% | Added |
| Clear Street Markets LLC | 148 | $6.88K | 0.00% | −5,435−97.3% | Reduced |
| Piscataqua Savings Bank | 150 | $6.97K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 152 | $7.06K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 153 | $7.11K | 0.00% | +10+7.0% | Added |
| SHP Wealth Management | 154 | $7.15K | 0.00% | +154 | New |
| Rialto Wealth Management, LLC | 156 | $7.25K | 0.00% | +53+51.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 160 | $7.43K | 0.00% | +54+50.9% | Added |
| Princeton Global Asset Management LLC | 162 | $7.53K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 167 | $7.76K | 0.00% | −151−47.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 169 | $7.85K | 0.00% | +169 | New |
| Avion Wealth | 177 | $8.00K | 0.00% | +84+90.3% | Added |
| Park Square Financial Group, LLC | 175 | $8.13K | 0.06% | −551−75.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 179 | $8.32K | 0.00% | +179 | New |
| Meeder Asset Management Inc | 183 | $8.50K | 0.00% | +183 | New |
| UMA Financial Services, Inc. | 184 | $8.55K | 0.00% | +148+411.1% | Added |
| Wilkerson Advisory Group LLC | 190 | $8.83K | 0.00% | +117+160.3% | Added |
| Basepoint Wealth LLC | 191 | $8.87K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 185 | $9.00K | 0.00% | +2+1.1% | Added |
| McIlrath & Eck, LLC | 200 | $9.29K | 0.00% | −98−32.9% | Reduced |
| Westfuller Advisors, LLC | 204 | $9.56K | 0.00% | −11−5.1% | Reduced |
| Ogorek Anthony Joseph | 217 | $10.0K | 0.00% | +50+29.9% | Added |
| Hager Investment Management Services, LLC | 220 | $10.2K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 225 | $10.5K | 0.01% | +225 | New |