| Sankala Group LLC | 1 | $40 | 0.00% | +1 | New |
| West Branch Capital LLC | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $115 | 0.00% | +3 | New |
| Strive Financial Group ,LLC | 4 | $152 | 0.00% | +4 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $193 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 6 | $229 | 0.00% | −4−40.0% | Reduced |
| Dogwood Wealth Management LLC | 6 | $229 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 6 | $231 | 0.00% | −139−95.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 6 | $245 | 0.00% | +6 | New |
| Stone House Investment Management, LLC | 7 | $267 | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $267 | 0.00% | +7 | New |
| Plante Moran Financial Advisors, LLC | 8 | $305 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $307 | 0.00% | +8 | New |
| Salem Investment Counselors Inc | 10 | $381 | 0.00% | −205−95.3% | Reduced |
| Colonial Trust Co | 11 | $419 | 0.00% | +11 | New |
| 1015 Capital Partners, LLC | 12 | $457 | 0.00% | −8−40.0% | Reduced |
| Motco | 12 | $457 | 0.00% | +12 | New |
| Valley National Advisers Inc | 12 | $458 | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 14 | $534 | 0.00% | +3+27.3% | Added |
| Aspect Partners, LLC | 15 | $572 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 15 | $572 | 0.00% | +15 | New |
| Bare Financial Services, Inc | 17 | $648 | 0.00% | +17 | New |
| Wolff Wiese Magana LLC | 18 | $684 | 0.00% | −45−71.4% | Reduced |
| Buck Wealth Strategies, LLC | 18 | $686 | 0.00% | +18 | New |
| Highline Wealth Partners LLC | 19 | $724 | 0.00% | +5+35.7% | Added |
| Allied Private Wealth LLC | 20 | $733 | 0.00% | +20 | New |
| MidFirst Bank | 21 | $800 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 21 | $806 | 0.00% | −140−87.0% | Reduced |
| HFM Investment Advisors, LLC | 22 | $839 | 0.00% | +5+29.4% | Added |
| IMA Wealth, Inc. | 23 | $876 | 0.00% | −32−58.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 24 | $914 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 25 | $953 | 0.00% | +13+108.3% | Added |
| WPG Advisers, LLC | 25 | $953 | 0.00% | +25 | New |
| Penserra Capital Management LLC | 33 | $1.00K | 0.00% | −12−26.7% | Reduced |
| Core Alternative Capital | 27 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 28 | $1.05K | 0.00% | −26,172−99.9% | Reduced |
| WestEnd Advisors, LLC | 29 | $1.10K | 0.00% | +29 | New |
| Entrust Financial LLC | 30 | $1.14K | 0.00% | +30 | New |
| Activest Wealth Management | 32 | $1.22K | 0.00% | +27+540.0% | Added |
| TFC Financial Management | 32 | $1.22K | 0.00% | +3+10.3% | Added |
| Sachetta, LLC | 35 | $1.33K | 0.00% | −41−53.9% | Reduced |
| Rossby Financial, LCC | 35 | $1.33K | 0.00% | −29−45.3% | Reduced |
| Rialto Wealth Management, LLC | 35 | $1.33K | 0.00% | −8−18.6% | Reduced |
| NVWM, LLC | 35 | $1.33K | 0.00% | +5+16.7% | Added |
| New England Capital Financial Advisors LLC | 35 | $1.34K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 37 | $1.41K | 0.00% | +18+94.7% | Added |
| Hughes Financial Services, LLC | 37 | $1.41K | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 39 | $1.49K | 0.00% | −15−27.8% | Reduced |
| Triumph Capital Management | 39 | $1.49K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 40 | $1.52K | 0.00% | −22−35.5% | Reduced |
| Key Financial Inc | 40 | $1.52K | 0.00% | −59−59.6% | Reduced |
| Silver Grove Financial Group, Inc. | 41 | $1.58K | 0.00% | +41 | New |
| Creative Capital Management Investments LLC | 42 | $1.60K | 0.00% | +42 | New |
| Washington Trust Advisors, Inc. | 49 | $1.86K | 0.00% | −23−31.9% | Reduced |
| Financial Consulate, Inc | 54 | $2.06K | 0.00% | +47+671.4% | Added |
| AdvisorNet Financial, Inc | 55 | $2.10K | 0.00% | +33+150.0% | Added |
| Aventura Private Wealth, LLC | 56 | $2.13K | 0.00% | −100−64.1% | Reduced |
| Atlantic Trust, LLC | 59 | $2.25K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $2.29K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 60 | $2.29K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 65 | $2.48K | 0.00% | −2−3.0% | Reduced |
| Principia Wealth Advisory, LLC | 66 | $2.52K | 0.00% | +24+57.1% | Added |
| Signature Resources Capital Management, LLC | 70 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 72 | $2.74K | 0.00% | +14+24.1% | Added |
| Financial Management Professionals, Inc. | 73 | $2.78K | 0.00% | −32−30.5% | Reduced |
| West Paces Advisors Inc. | 75 | $2.86K | 0.00% | +75 | New |
| POM Investment Strategies, LLC | 76 | $2.90K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 77 | $2.94K | 0.00% | +22+40.0% | Added |
| Dunhill Financial, LLC | 79 | $3.04K | 0.00% | +50+172.4% | Added |
| Key Capital Management, INC | 81 | $3.09K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 82 | $3.12K | 0.00% | +82 | New |
| Cornerstone Financial Management LLC | 86 | $3.28K | 0.00% | +45+109.8% | Added |
| JPL Wealth Management, LLC | 87 | $3.32K | 0.00% | −176−66.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 88 | $3.35K | 0.00% | −24,721−99.6% | Reduced |
| Montag A & Associates Inc | 90 | $3.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 90 | $3.43K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 90 | $3.43K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 96 | $3.58K | 0.00% | +96 | New |
| Hilton Head Capital Partners, LLC | 95 | $3.62K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 95 | $3.62K | 0.00% | +8+9.2% | Added |
| Greykasell Wealth Strategies, Inc. | 97 | $3.70K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 100 | $3.81K | 0.00% | +50+100.0% | Added |
| Addison Advisors LLC | 104 | $3.96K | 0.00% | +104 | New |
| Pin Oak Investment Advisors Inc | 100 | $4.00K | 0.00% | +5+5.3% | Added |
| Private Wealth Management Group, LLC | 110 | $4.19K | 0.00% | −5−4.3% | Reduced |
| GHP Investment Advisors, Inc. | 111 | $4.22K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 120 | $4.57K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 121 | $4.61K | 0.00% | +28+30.1% | Added |
| Clear Street Markets LLC | 123 | $4.69K | 0.00% | +36+41.4% | Added |
| Cornerstone Planning Group LLC | 127 | $4.82K | 0.00% | −89−41.2% | Reduced |
| Ogorek Anthony Joseph | 135 | $5.00K | 0.00% | +7+5.5% | Added |
| HM Payson & Co | 137 | $5.22K | 0.00% | −1,800−92.9% | Reduced |
| Owl Creek Wealth Partners LLC | 138 | $5.26K | 0.00% | −610−81.6% | Reduced |
| Prosperity Bancshares Inc | 140 | $5.33K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 140 | $5.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 141 | $5.37K | 0.00% | −149−51.4% | Reduced |
| Boyd Watterson Asset Management LLC | 142 | $5.41K | 0.00% | 00.0% | Unchanged |
