| Wealth Watch Advisors, INC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1 | $194 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $194 | 0.00% | +1 | New |
| United Financial Planning Group LLC | 1 | $194 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $195 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $389 | 0.00% | −33−94.3% | Reduced |
| Financial Consulate, Inc | 2 | $389 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $389 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $389 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $389 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 2 | $389 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $389 | 0.01% | +2 | New |
| SOA Wealth Advisors, LLC. | 2 | $405 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $584 | 0.00% | −1−25.0% | Reduced |
| Retirement Wealth Solutions LLC | 3 | $584 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 4 | $774 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $778 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $778 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $778 | 0.00% | +1+33.3% | Added |
| Investors Portfolio Services LLC | 5 | $971 | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 6 | $1.17K | 0.00% | +3+100.0% | Added |
| Marquette Asset Management, LLC | 6 | $1.17K | 0.00% | −10−62.5% | Reduced |
| Kilter Group LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6 | $1.19K | 0.00% | −100−94.3% | Reduced |
| McIlrath & Eck, LLC | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 7 | $1.36K | 0.00% | +7 | New |
| Elevated Capital Advisors, LLC | 7 | $1.36K | 0.00% | +7 | New |
| CNB Bank | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 9 | $1.75K | 0.00% | +9 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $1.94K | 0.00% | −4−28.6% | Reduced |
| Dogwood Wealth Management LLC | 12 | $2.33K | 0.00% | +3+33.3% | Added |
| McMillan Office, Inc. | 12 | $2.33K | 0.00% | +12 | New |
| Bravera Wealth | 13 | $2.53K | 0.00% | +13 | New |
| State of Wyoming | 14 | $2.72K | 0.00% | −13−48.1% | Reduced |
| Hughes Financial Services, LLC | 14 | $2.72K | 0.00% | −3−17.6% | Reduced |
| Park Place Capital Corp | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 15 | $2.92K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 15 | $2.93K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $3.31K | 0.00% | +2+13.3% | Added |
| Newbridge Financial Services Group, Inc. | 17 | $3.31K | 0.00% | +10+142.9% | Added |
| Osbon Capital Management LLC | 18 | $3.50K | 0.00% | +18 | New |
| True Wealth Design, LLC | 20 | $3.89K | 0.00% | −281−93.4% | Reduced |
| Hilltop National Bank | 20 | $3.89K | 0.00% | −93−82.3% | Reduced |
| Turim 21 Investimentos Ltda. | 19 | $4.03K | 0.00% | +19 | New |
| Jackson, Grant Investment Advisers, Inc. | 21 | $4.08K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 21 | $4.08K | 0.00% | +21 | New |
| LRI Investments, LLC | 22 | $4.28K | 0.00% | −164−88.2% | Reduced |
| Accent Capital Management, LLC | 22 | $4.28K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 23 | $4.47K | 0.00% | −4−14.8% | Reduced |
| Abound Wealth Management | 23 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $4.67K | 0.00% | +9+60.0% | Added |
| USA Financial Portformulas Corp | 25 | $4.86K | 0.00% | −1,978−98.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $4.86K | 0.00% | −1−3.8% | Reduced |
| High Note Wealth, LLC | 25 | $4.86K | 0.00% | +4+19.0% | Added |
| Fiduciary Advisors, Inc. | 25 | $4.86K | 0.00% | +25 | New |
| Richardson Financial Services Inc. | 26 | $5.05K | 0.00% | −167−86.5% | Reduced |
| Private Wealth Management Group, LLC | 26 | $5.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 27 | $5.23K | 0.00% | +7+35.0% | Added |
| Byrne Asset Management LLC | 27 | $5.25K | 0.00% | 00.0% | Unchanged |
| Trust Co | 27 | $5.25K | 0.00% | +2+8.0% | Added |
| Birchbrook, Inc. | 27 | $5.25K | 0.00% | +27 | New |
| Cornerstone Financial Management LLC | 28 | $5.44K | 0.01% | +28 | New |
| Fairway Wealth LLC | 29 | $5.64K | 0.00% | +29 | New |
| Garner Asset Management Corp | 30 | $5.83K | 0.00% | +30 | New |
| Costello Asset Management, INC | 30 | $5.83K | 0.00% | +30 | New |
| Vermillion & White Wealth Management Group, LLC | 30 | $5.84K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 31 | $6.03K | 0.00% | −2,885−98.9% | Reduced |
| Zions Bancorporation, National Association | 32 | $6.22K | 0.00% | +32 | New |
| Maseco LLP | 32 | $6.22K | 0.00% | +32 | New |
| Wilkerson Advisory Group LLC | 32 | $6.22K | 0.00% | +32 | New |
| Caitlin John, LLC | 33 | $6.45K | 0.00% | +33 | New |
| Cornerstone Planning Group LLC | 31 | $6.45K | 0.00% | −14−31.1% | Reduced |
| Quent Capital, LLC | 36 | $7.00K | 0.00% | −24−40.0% | Reduced |
| Raffa Wealth Management, LLC | 36 | $7.00K | 0.00% | +1+2.9% | Added |
| Signature Equity Partners, LLC | 37 | $7.10K | 0.00% | +37 | New |
| Holos Integrated Wealth LLC | 40 | $7.91K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $7.97K | 0.00% | +29+241.7% | Added |
| Insight Financial Services | 44 | $8.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 45 | $8.75K | 0.00% | −26−36.6% | Reduced |
| IMG Wealth Management, Inc. | 45 | $8.75K | 0.01% | −12−21.1% | Reduced |
| West Financial Advisors, LLC | 45 | $8.75K | 0.00% | +45 | New |
| Chilton Capital Management LLC | 46 | $8.94K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $9.14K | 0.00% | −23−32.9% | Reduced |
| Greykasell Wealth Strategies, Inc. | 49 | $9.43K | 0.00% | +49 | New |
| Manchester Capital Management LLC | 50 | $9.72K | 0.00% | −379−88.3% | Reduced |
| Prestige Wealth Management Group LLC | 50 | $9.72K | 0.00% | −42−45.7% | Reduced |
| Eastern Bank | 50 | $9.72K | 0.00% | 00.0% | Unchanged |
| Motco | 50 | $9.72K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 50 | $9.72K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 50 | $9.72K | 0.01% | +50 | New |
| Fortitude Family Office, LLC | 51 | $9.91K | 0.00% | −15−22.7% | Reduced |
| Roble, Belko & Company, Inc | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 52 | $10.1K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 55 | $10.7K | 0.00% | +2+3.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 56 | $10.9K | 0.00% | −673−92.3% | Reduced |