| Cullen/Frost Bankers, Inc. | 2 | $89 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $90 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $90 | 0.00% | +1+100.0% | Added |
| Atlantic Private Wealth, LLC | 5 | $223 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 6 | $267 | 0.00% | −17−73.9% | Reduced |
| American Capital Advisory, LLC | 7 | $312 | 0.00% | +2+40.0% | Added |
| Cape Investment Advisory, Inc. | 8 | $356 | 0.00% | +8 | New |
| Rossby Financial, LCC | 8 | $356 | 0.00% | +8 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $357 | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 9 | $401 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $446 | 0.00% | +1+11.1% | Added |
| Principia Wealth Advisory, LLC | 12 | $535 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $608 | 0.00% | +10+1,000.0% | Added |
| Breakwater Investment Management | 14 | $624 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $713 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $891 | 0.00% | +20 | New |
| South State Corp. | 21 | $936 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $936 | 0.00% | +21 | New |
| Avion Wealth | 24 | $1.00K | 0.00% | +12+100.0% | Added |
| CVA Family Office, LLC | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| American National Bank | 24 | $1.07K | 0.00% | +24 | New |
| Legacy Wealth Managment, LLC | 24 | $1.07K | 0.00% | +24 | New |
| Manchester Capital Management LLC | 26 | $1.16K | 0.00% | −300−92.0% | Reduced |
| Larson Financial Group LLC | 26 | $1.16K | 0.00% | +11+73.3% | Added |
| TD Capital Management LLC | 28 | $1.26K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 29 | $1.29K | 0.00% | −2−6.5% | Reduced |
| Marquette Asset Management, LLC | 32 | $1.43K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 33 | $1.47K | 0.00% | −1−2.9% | Reduced |
| Montag A & Associates Inc | 36 | $1.60K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 37 | $1.65K | 0.00% | +37 | New |
| Bay Harbor Wealth Management, LLC | 38 | $1.69K | 0.00% | +9+31.0% | Added |
| Rialto Wealth Management, LLC | 39 | $1.74K | 0.00% | +3+8.3% | Added |
| North Star Investment Management Corp. | 48 | $2.14K | 0.00% | +48 | New |
| Cromwell Holdings LLC | 58 | $2.58K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 59 | $2.61K | 0.00% | +59 | New |
| Crewe Advisors LLC | 63 | $2.81K | 0.00% | +63 | New |
| Valley National Advisers Inc | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 75 | $3.34K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 76 | $3.39K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 90 | $4.01K | 0.00% | +32+55.2% | Added |
| Aventura Private Wealth, LLC | 96 | $4.28K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 102 | $4.55K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 104 | $4.63K | 0.00% | −1,782−94.5% | Reduced |
| Pier Capital, LLC | 108 | $4.81K | 0.00% | −216−66.7% | Reduced |
| Raffa Wealth Management, LLC | 113 | $5.04K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 115 | $5.12K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 129 | $5.75K | 0.00% | +129 | New |
| Fortitude Family Office, LLC | 134 | $5.97K | 0.00% | −40−23.0% | Reduced |
| High Note Wealth, LLC | 134 | $5.97K | 0.00% | +134 | New |
| Groupe la Francaise | 150 | $6.04K | 0.00% | −15,066−99.0% | Reduced |
| Atlantic Trust, LLC | 147 | $6.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 155 | $6.91K | 0.00% | +12+8.4% | Added |
| Parkside Financial Bank & Trust | 166 | $7.40K | 0.00% | −146−46.8% | Reduced |
| Stone House Investment Management, LLC | 186 | $8.29K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 194 | $8.64K | 0.00% | +194 | New |
| Armstrong Advisory Group, Inc | 200 | $8.91K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 213 | $9.49K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 213 | $9.49K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 520 | $10.0K | 0.00% | +292+128.1% | Added |
| Anchor Investment Management, LLC | 225 | $10.0K | 0.00% | +25+12.5% | Added |
| Plato Investment Management Ltd | 232 | $10.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 236 | $11.4K | 0.00% | +236 | New |
| WPG Advisers, LLC | 262 | $11.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 264 | $11.8K | 0.00% | −14−5.0% | Reduced |
| Retirement Wealth Solutions LLC | 292 | $13.0K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 299 | $13.3K | 0.00% | +299 | New |
| Founders Capital Management | 300 | $13.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 301 | $13.4K | 0.00% | +60+24.9% | Added |
| Nisa Investment Advisors, LLC | 312 | $13.9K | 0.00% | +132+73.3% | Added |
| Harbour Investments, Inc. | 319 | $14.2K | 0.00% | +9+2.9% | Added |
| Brown Brothers Harriman & Co | 334 | $14.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 350 | $15.6K | 0.00% | +25+7.7% | Added |
| Bogart Wealth, LLC | 384 | $17.1K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 396 | $17.6K | 0.01% | +396 | New |
| Park Place Capital Corp | 424 | $18.9K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 426 | $19.0K | 0.01% | +426 | New |
| SRS Capital Advisors, Inc. | 449 | $20.0K | 0.00% | −260,266−99.8% | Reduced |
| MAI Capital Management | 460 | $20.5K | 0.00% | −2,023−81.5% | Reduced |
| Kerr Financial Planning Corp | 368 | $20.7K | 0.03% | +368 | New |
| First Horizon Corp | 473 | $21.1K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 493 | $22.0K | 0.00% | +493 | New |
| ORG Partners LLC | 495 | $22.1K | 0.00% | +20+4.2% | Added |
| Accent Capital Management, LLC | 495 | $22.1K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 500 | $22.3K | 0.00% | +93+22.9% | Added |
| Smithfield Trust Co | 535 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 568 | $25.3K | 0.00% | −101−15.1% | Reduced |
| TCTC Holdings, LLC | 580 | $25.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 639 | $28.5K | 0.00% | +7+1.1% | Added |
| JFS Wealth Advisors, LLC | 689 | $30.7K | 0.00% | +141+25.7% | Added |
| Harbor Investment Advisory, LLC | 724 | $32.3K | 0.00% | +724 | New |
| Mirae Asset Global Investments Co., Ltd. | 925 | $41.2K | 0.00% | +925 | New |
| Torren Management, LLC | 1,013 | $45.1K | 0.02% | +1,013 | New |
| Aspect Partners, LLC | 1,052 | $46.9K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,115 | $49.7K | 0.01% | +1,043+1,448.6% | Added |
| Activest Wealth Management | 1,158 | $51.6K | 0.01% | +1,041+889.7% | Added |
| 1620 Investment Advisors, Inc. | 1,196 | $53.3K | 0.04% | +70+6.2% | Added |
| McIlrath & Eck, LLC | 1,239 | $55.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,290 | $57.5K | 0.01% | +1,290 | New |