| Osterweis Capital Management Inc | 1 | $24 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3 | $71 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $71 | 0.00% | +3 | New |
| Addison Advisors LLC | 7 | $166 | 0.00% | −57−89.1% | Reduced |
| MidFirst Bank | 7 | $166 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $214 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 9 | $214 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $248 | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 12 | $280 | 0.00% | −3−20.0% | Reduced |
| Thompson Investment Management, Inc. | 13 | $308 | 0.00% | −32,358−100.0% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $356 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $356 | 0.00% | +5+50.0% | Added |
| First Horizon Corp | 22 | $522 | 0.00% | −30−57.7% | Reduced |
| REAP Financial Group, LLC | 22 | $522 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 22 | $522 | 0.00% | +22 | New |
| Aspect Partners, LLC | 23 | $545 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 23 | $545 | 0.00% | +23 | New |
| West Paces Advisors Inc. | 24 | $569 | 0.00% | +24 | New |
| Asset Dedication, LLC | 32 | $759 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 32 | $759 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $830 | 0.00% | +35 | New |
| Clark Wealth Partners | 34 | $831 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $901 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 40 | $949 | 0.00% | +40 | New |
| Avion Wealth | 75 | $1.00K | 0.00% | +2+2.7% | Added |
| Navigoe, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 43 | $1.02K | 0.00% | −3−6.5% | Reduced |
| Evermay Wealth Management LLC | 44 | $1.04K | 0.00% | +44 | New |
| American Capital Advisory, LLC | 45 | $1.07K | 0.00% | +14+45.2% | Added |
| Basepoint Wealth LLC | 46 | $1.08K | 0.00% | +1+2.2% | Added |
| CoreCap Advisors, LLC | 48 | $1.14K | 0.00% | +31+182.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $1.14K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 51 | $1.16K | 0.00% | +51 | New |
| BOK Financial Private Wealth, Inc. | 50 | $1.22K | 0.00% | +50 | New |
| Hilltop National Bank | 56 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 60 | $1.42K | 0.00% | −28−31.8% | Reduced |
| Holos Integrated Wealth LLC | 62 | $1.45K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 62 | $1.47K | 0.00% | +62 | New |
| Synergy Investment Management, LLC | 58 | $1.48K | 0.00% | −32−35.6% | Reduced |
| TFC Financial Management | 68 | $1.61K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 71 | $1.68K | 0.00% | +4+6.0% | Added |
| Dunhill Financial, LLC | 76 | $1.81K | 0.00% | −4−5.0% | Reduced |
| Hilton Head Capital Partners, LLC | 79 | $1.87K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 80 | $1.90K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 94 | $2.00K | 0.00% | +94 | New |
| Arlington Trust Co LLC | 86 | $2.04K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 92 | $2.18K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 92 | $2.18K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 93 | $2.22K | 0.00% | +7+8.1% | Added |
| Greykasell Wealth Strategies, Inc. | 97 | $2.30K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 97 | $2.30K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 100 | $2.37K | 0.00% | +100 | New |
| Sunrise Financial Services, LLC | 101 | $2.40K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 103 | $2.44K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $2.47K | 0.00% | +1+1.0% | Added |
| South State Corp. | 105 | $2.49K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 109 | $2.54K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 110 | $2.61K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 109 | $2.69K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 108 | $2.69K | 0.00% | +108 | New |
| Ameriflex Group, Inc. | 115 | $2.73K | 0.00% | +99+618.8% | Added |
| Principia Wealth Advisory, LLC | 116 | $2.75K | 0.00% | +18+18.4% | Added |
| Burkett Financial Services, LLC | 123 | $2.92K | 0.00% | +1+0.8% | Added |
| Adirondack Trust Co | 124 | $2.94K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 127 | $3.01K | 0.00% | +127 | New |
| Geneos Wealth Management Inc. | 128 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 131 | $3.11K | 0.00% | +6+4.8% | Added |
| Tidemark, LLC | 132 | $3.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 130 | $3.18K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 135 | $3.20K | 0.00% | +48+55.2% | Added |
| Dogwood Wealth Management LLC | 141 | $3.34K | 0.00% | +54+62.1% | Added |
| Clear Street Markets LLC | 148 | $3.51K | 0.00% | +43+41.0% | Added |
| Ares Financial Consulting, LLC | 152 | $3.60K | 0.00% | +36+31.0% | Added |
| Flagship Wealth Advisors, LLC | 159 | $3.77K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 168 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 182 | $4.32K | 0.00% | +22+13.8% | Added |
| Signature Equity Partners, LLC | 204 | $4.85K | 0.00% | +11+5.7% | Added |
| Transamerica Financial Advisors, Inc. | 197 | $4.85K | 0.00% | +15+8.2% | Added |
| Colonial Trust Co | 208 | $4.93K | 0.00% | +118+131.1% | Added |
| Whipplewood Advisors, LLC | 209 | $4.96K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 210 | $4.98K | 0.00% | +12+6.1% | Added |
| Cornerstone Financial Management LLC | 246 | $5.83K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 246 | $5.83K | 0.00% | +58+30.9% | Added |
| Silver Grove Financial Group, Inc. | 258 | $6.12K | 0.00% | +258 | New |
| POM Investment Strategies, LLC | 273 | $6.47K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 278 | $6.59K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 282 | $6.69K | 0.00% | +282 | New |
| Keating Financial Advisory Services, Inc. | 293 | $6.95K | 0.00% | +37+14.5% | Added |
| Retirement Wealth Solutions LLC | 314 | $7.46K | 0.00% | +29+10.2% | Added |
| IMG Wealth Management, Inc. | 319 | $7.56K | 0.00% | +78+32.4% | Added |
| Princeton Global Asset Management LLC | 327 | $7.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 320 | $7.84K | 0.00% | +2+0.6% | Added |
| MTM Investment Management, LLC | 342 | $8.11K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 354 | $8.39K | 0.00% | −200−36.1% | Reduced |
| TD Waterhouse Canada Inc. | 373 | $8.71K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 365 | $8.99K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 380 | $9.01K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 384 | $9.11K | 0.00% | +65+20.4% | Added |