| Seneschal Advisors, LLC | 2 | $202 | 0.00% | −2−50.0% | Reduced |
| Stone House Investment Management, LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $303 | 0.00% | −55−94.8% | Reduced |
| Rialto Wealth Management, LLC | 3 | $303 | 0.00% | −18−85.7% | Reduced |
| NorthAvenue LLC | 3 | $303 | 0.00% | +3 | New |
| Team Financial Group, LLC | 4 | $404 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 5 | $504 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 6 | $605 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $656 | 0.00% | −75−92.6% | Reduced |
| Stephens Consulting, LLC | 8 | $808 | 0.00% | +8 | New |
| True Wealth Design, LLC | 9 | $909 | 0.00% | −202−95.7% | Reduced |
| Dogwood Wealth Management LLC | 10 | $1.01K | 0.00% | −15−60.0% | Reduced |
| Wealth Watch Advisors, INC | 10 | $1.01K | 0.00% | −6−37.5% | Reduced |
| NVWM, LLC | 10 | $1.01K | 0.00% | −4−28.6% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 12 | $1.21K | 0.00% | −248−95.4% | Reduced |
| Bare Financial Services, Inc | 13 | $1.31K | 0.00% | −2−13.3% | Reduced |
| Essential Partners LLC | 13 | $1.31K | 0.00% | +4+44.4% | Added |
| Fortitude Family Office, LLC | 14 | $1.41K | 0.00% | −79−84.9% | Reduced |
| Horizon Financial Services, LLC | 14 | $1.41K | 0.00% | −32−69.6% | Reduced |
| WestEnd Advisors, LLC | 14 | $1.41K | 0.00% | +1+7.7% | Added |
| Aspect Partners, LLC | 15 | $1.51K | 0.00% | −44−74.6% | Reduced |
| SJS Investment Consulting Inc. | 15 | $1.51K | 0.00% | −1−6.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 15 | $1.53K | 0.00% | −66−81.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.54K | 0.00% | −83,879−100.0% | Reduced |
| Westfuller Advisors, LLC | 15 | $1.57K | 0.00% | +15 | New |
| C M Bidwell & Associates Ltd | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 16 | $1.61K | 0.00% | +16 | New |
| Luminist Capital LLC | 16 | $1.64K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 17 | $1.74K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 20 | $2.02K | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 21 | $2.12K | 0.00% | +3+16.7% | Added |
| Proathlete Wealth Management LLC | 22 | $2.22K | 0.00% | +22 | New |
| SOA Wealth Advisors, LLC. | 24 | $2.37K | 0.00% | +1+4.3% | Added |
| CGC Financial Services, LLC | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $2.59K | 0.00% | +3+13.0% | Added |
| Crewe Advisors LLC | 26 | $2.62K | 0.00% | +16+160.0% | Added |
| DecisionPoint Financial, LLC | 26 | $2.62K | 0.00% | +21+420.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 27 | $2.72K | 0.00% | −6−18.2% | Reduced |
| Avion Wealth | 31 | $3.00K | 0.00% | −57−64.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 204 | $3.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 30 | $3.03K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $3.03K | 0.00% | +5+20.0% | Added |
| TD Capital Management LLC | 33 | $3.33K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 34 | $3.43K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 34 | $3.43K | 0.00% | +34 | New |
| HFM Investment Advisors, LLC | 34 | $3.43K | 0.00% | +24+240.0% | Added |
| Robinswood Financial LLC | 34 | $3.46K | 0.00% | +1+3.0% | Added |
| Kozak & Associates, Inc. | 36 | $3.51K | 0.00% | +1+2.9% | Added |
| Whi Trust Co LLC | 36 | $3.63K | 0.00% | +36 | New |
| MJT & Associates Financial Advisory Group, Inc. | 39 | $3.94K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 39 | $3.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $3.94K | 0.00% | +10+34.5% | Added |
| Pin Oak Investment Advisors Inc | 35 | $4.00K | 0.00% | −50−58.8% | Reduced |
| Valley National Advisers Inc | 45 | $4.00K | 0.00% | +13+40.6% | Added |
| West Financial Advisors, LLC | 40 | $4.04K | 0.00% | +40 | New |
| Davis Capital Management | 43 | $4.34K | 0.00% | −5−10.4% | Reduced |
| Prosperity Bancshares Inc | 43 | $4.34K | 0.00% | +43 | New |
| POM Investment Strategies, LLC | 45 | $4.53K | 0.00% | +45 | New |
| Safe Harbor Fiduciary, LLC | 45 | $4.54K | 0.00% | +45 | New |
| IMA Wealth, Inc. | 46 | $4.64K | 0.00% | +44+2,200.0% | Added |
| Redmont Wealth Advisors LLC | 50 | $5.04K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 52 | $5.21K | 0.00% | +52 | New |
| Meeder Asset Management Inc | 56 | $5.65K | 0.00% | −2−3.4% | Reduced |
| Atlantic Trust, LLC | 58 | $5.85K | 0.00% | −241−80.6% | Reduced |
| Cornerstone Financial Management LLC | 58 | $5.85K | 0.01% | +58 | New |
| Plante Moran Financial Advisors, LLC | 60 | $6.05K | 0.00% | −468−88.6% | Reduced |
| Legacy Wealth Managment, LLC | 60 | $6.05K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 65 | $6.56K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 68 | $6.86K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 76 | $7.00K | 0.00% | +16+26.7% | Added |
| Howard Hughes Medical Institute | 71 | $7.16K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 71 | $7.16K | 0.00% | −5−6.6% | Reduced |
| Minot DeBlois Advisors LLC | 75 | $7.57K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 75 | $7.57K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 76 | $7.65K | 0.00% | +1+1.3% | Added |
| CBIZ Investment Advisory Services, LLC | 78 | $7.97K | 0.00% | +34+77.3% | Added |
| Duncker Streett & Co Inc | 80 | $8.07K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 81 | $8.17K | 0.00% | +20+32.8% | Added |
| Wiser Advisor Group LLC | 83 | $8.37K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 84 | $8.47K | 0.00% | −119−58.6% | Reduced |
| North Ridge Wealth Advisors, Inc. | 84 | $8.47K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 84 | $8.47K | 0.00% | +48+133.3% | Added |
| CVA Family Office, LLC | 87 | $8.78K | 0.00% | −504−85.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 87 | $8.78K | 0.00% | +87 | New |
| Sachetta, LLC | 87 | $8.78K | 0.00% | +4+4.8% | Added |
| Swiss Re Ltd | 95 | $9.59K | 0.00% | +95 | New |
| Bell Investment Advisors, Inc | 96 | $9.69K | 0.00% | −170−63.9% | Reduced |
| ZRC Wealth Management, LLC | 97 | $9.79K | 0.00% | +64+193.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $10.1K | 0.00% | −3,000−96.8% | Reduced |
| Parvin Asset Management, LLC | 100 | $10.1K | 0.01% | −543−84.4% | Reduced |
| Chesapeake Asset Management LLC | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 100 | $10.1K | 0.16% | +100 | New |
| Provenance Wealth Advisors, LLC | 101 | $10.2K | 0.00% | −400−79.8% | Reduced |
| Front Row Advisors LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 102 | $10.3K | 0.01% | −3−2.9% | Reduced |
