| Atlas Capital Advisors LLC | 1 | $283 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $284 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $355 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $568 | 0.00% | −23−92.0% | Reduced |
| Davis Capital Management | 2 | $568 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $568 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $568 | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2 | $568 | 0.00% | +2 | New |
| Triumph Capital Management | 2 | $568 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $568 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $568 | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $568 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $570 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 2 | $593 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $851 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 4 | $957 | 0.00% | −1−20.0% | Reduced |
| Phillip James Consulting Co. | 3 | $1.00K | 0.00% | +3 | New |
| City State Bank | 4 | $1.14K | 0.00% | +4 | New |
| Wealth Preservation Advisors, LLC | 4 | $1.14K | 0.00% | +4 | New |
| McGuire Capital Advisors Inc | 4 | $1.14K | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $1.14K | 0.00% | +1+33.3% | Added |
| Quaker Wealth Management, LLC | 5 | $1.42K | 0.00% | +2+66.7% | Added |
| North Star Investment Management Corp. | 5 | $1.42K | 0.00% | +5 | New |
| Kilter Group LLC | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $1.70K | 0.00% | +5+500.0% | Added |
| Key Capital Management, INC | 6 | $1.70K | 0.00% | +6 | New |
| Anchor Investment Management, LLC | 6 | $1.72K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 7 | $1.99K | 0.00% | +7 | New |
| Marquette Asset Management, LLC | 8 | $2.27K | 0.00% | +2+33.3% | Added |
| American Capital Advisory, LLC | 8 | $2.27K | 0.00% | +4+100.0% | Added |
| Torren Management, LLC | 8 | $2.30K | 0.00% | −311−97.5% | Reduced |
| Evelyn Partners Asset Management Ltd | 9 | $2.55K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 9 | $2.55K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $2.84K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 10 | $2.84K | 0.00% | +10 | New |
| Signature Resources Capital Management, LLC | 11 | $3.12K | 0.00% | +9+450.0% | Added |
| IMA Wealth, Inc. | 11 | $3.12K | 0.00% | +11 | New |
| McMillan Office, Inc. | 12 | $3.40K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $3.41K | 0.00% | +12 | New |
| State of Wyoming | 13 | $3.69K | 0.00% | −1−7.1% | Reduced |
| City Holding Co | 15 | $4.26K | 0.00% | −190−92.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 15 | $4.26K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 15 | $4.26K | 0.00% | +15 | New |
| Quent Capital, LLC | 17 | $4.82K | 0.00% | −19−52.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 17 | $4.83K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 18 | $5.11K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $5.11K | 0.00% | +1+5.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 18 | $5.11K | 0.00% | +18 | New |
| Hughes Financial Services, LLC | 19 | $5.39K | 0.00% | +5+35.7% | Added |
| Hilltop National Bank | 20 | $5.67K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 20 | $5.67K | 0.00% | +20 | New |
| Jackson, Grant Investment Advisers, Inc. | 21 | $5.96K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 23 | $6.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $6.53K | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 25 | $7.09K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $7.09K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 26 | $7.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $7.38K | 0.00% | +1+4.0% | Added |
| Crewe Advisors LLC | 26 | $7.38K | 0.00% | +17+188.9% | Added |
| Byrne Asset Management LLC | 27 | $7.66K | 0.00% | 00.0% | Unchanged |
| Trust Co | 27 | $7.68K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $8.31K | 0.00% | +2+7.4% | Added |
| IFG Advisory, LLC | 31 | $8.80K | 0.03% | +31 | New |
| United Financial Planning Group LLC | 32 | $9.08K | 0.01% | +31+3,100.0% | Added |
| Cromwell Holdings LLC | 32 | $9.08K | 0.01% | +32 | New |
| Financial Connections Group, Inc. | 38 | $10.0K | 0.00% | +38 | New |
| Financial Consulate, Inc | 36 | $10.2K | 0.00% | +34+1,700.0% | Added |
| Bay Harbor Wealth Management, LLC | 37 | $10.5K | 0.00% | +13+54.2% | Added |
| Raffa Wealth Management, LLC | 39 | $11.1K | 0.00% | +3+8.3% | Added |
| Cornerstone Financial Management LLC | 40 | $11.3K | 0.01% | +12+42.9% | Added |
| High Note Wealth, LLC | 40 | $11.3K | 0.00% | +15+60.0% | Added |
| Missouri Trust & Investment Co | 40 | $11.3K | 0.00% | +40 | New |
| Holos Integrated Wealth LLC | 40 | $11.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $11.9K | 0.00% | +28+200.0% | Added |
| Dogwood Wealth Management LLC | 42 | $11.9K | 0.01% | +30+250.0% | Added |
| Insight Financial Services | 44 | $12.5K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 47 | $13.3K | 0.01% | +47 | New |
| Longview Financial Advisors, Inc. | 47 | $13.5K | 0.01% | +47 | New |
| Cornerstone Planning Group LLC | 51 | $13.7K | 0.00% | +20+64.5% | Added |
| Greykasell Wealth Strategies, Inc. | 49 | $13.8K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 50 | $14.2K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 52 | $14.8K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 53 | $15.0K | 0.01% | −2−3.6% | Reduced |
| CNB Bank | 53 | $15.0K | 0.01% | +45+562.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 56 | $15.9K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 58 | $16.5K | 0.02% | −1−1.7% | Reduced |
| Essential Partners LLC | 59 | $16.7K | 0.01% | +28+90.3% | Added |
| Sachetta, LLC | 60 | $17.0K | 0.01% | −2−3.2% | Reduced |
| Gill Capital Partners, LLC | 60 | $17.0K | 0.00% | +60 | New |
| Manchester Capital Management LLC | 62 | $17.6K | 0.00% | +12+24.0% | Added |
| Vanguard National Trust Co | 63 | $17.9K | 0.00% | +63 | New |
| Salomon & Ludwin, LLC | 64 | $18.0K | 0.00% | +58+966.7% | Added |