| TFC Financial Management | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2 | $305 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 2 | $305 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $305 | 0.00% | +2 | New |
| Burk Holdings LLC | 2 | $305 | 0.00% | +2 | New |
| PlanVest Financial, Inc | 2 | $305 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 3 | $458 | 0.00% | −6−66.7% | Reduced |
| Wilkerson Advisory Group LLC | 3 | $458 | 0.00% | −5−62.5% | Reduced |
| Trust Co | 3 | $458 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $458 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 4 | $610 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 4 | $610 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $610 | 0.00% | +4 | New |
| Synergy Investment Management, LLC | 4 | $610 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 4 | $611 | 0.00% | −8−66.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $763 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $763 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $763 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5 | $763 | 0.00% | +5 | New |
| Intentional Wealth Strategies, LLC | 5 | $763 | 0.00% | +5 | New |
| Montag A & Associates Inc | 6 | $905 | 0.00% | +6 | New |
| Lodestone Wealth Management LLC | 6 | $915 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 7 | $1.07K | 0.00% | −1,675−99.6% | Reduced |
| HFM Investment Advisors, LLC | 7 | $1.07K | 0.00% | +2+40.0% | Added |
| Highline Wealth Partners LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 9 | $1.37K | 0.00% | −11−55.0% | Reduced |
| Clayton Financial Group LLC | 9 | $1.37K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $1.37K | 0.00% | +1+12.5% | Added |
| Wall Street Financial Group, Inc. | 9 | $1.37K | 0.00% | +9 | New |
| Evolution Wealth Management Inc. | 10 | $1.52K | 0.00% | +10 | New |
| Aspect Partners, LLC | 11 | $1.68K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.83K | 0.00% | +3+33.3% | Added |
| Crewe Advisors LLC | 12 | $1.83K | 0.00% | +7+140.0% | Added |
| Rialto Wealth Management, LLC | 13 | $1.98K | 0.00% | +2+18.2% | Added |
| Portus Wealth Advisors, LLC | 13 | $1.98K | 0.00% | +13 | New |
| Smallwood Wealth Investment Management, LLC | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 14 | $2.14K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $2.29K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 16 | $2.44K | 0.00% | +16 | New |
| Cassaday & Co Wealth Management LLC | 17 | $2.59K | 0.00% | +17 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $2.90K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $2.90K | 0.00% | +2+11.8% | Added |
| Whipplewood Advisors, LLC | 19 | $2.90K | 0.00% | +8+72.7% | Added |
| Ogorek Anthony Joseph | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $3.05K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $3.05K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $3.20K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $3.35K | 0.00% | +7+46.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.36K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $3.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $3.51K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 23 | $3.51K | 0.00% | +1+4.5% | Added |
| Vanguard National Trust Co | 23 | $3.51K | 0.00% | +23 | New |
| North Star Investment Management Corp. | 24 | $3.66K | 0.00% | −2−7.7% | Reduced |
| Manchester Capital Management LLC | 24 | $3.66K | 0.00% | +3+14.3% | Added |
| Abound Wealth Management | 25 | $3.81K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $3.81K | 0.00% | +3+13.6% | Added |
| NBC Securities, Inc. | 26 | $3.96K | 0.00% | +1+4.0% | Added |
| Torren Management, LLC | 27 | $4.12K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $4.12K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 27 | $4.12K | 0.00% | +27 | New |
| High Note Wealth, LLC | 28 | $4.27K | 0.00% | +3+12.0% | Added |
| Cornerstone Financial Management LLC | 28 | $4.27K | 0.00% | +6+27.3% | Added |
| SJS Investment Consulting Inc. | 28 | $4.27K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 28 | $4.27K | 0.00% | +28 | New |
| HHM Wealth Advisors, LLC | 29 | $4.42K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 29 | $4.42K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 28 | $4.48K | 0.00% | +2+7.7% | Added |
| True Link Financial Advisors, LLC | 30 | $4.58K | 0.00% | +30 | New |
| JPL Wealth Management, LLC | 30 | $4.58K | 0.00% | +30 | New |
| Strategic Wealth Partners, Ltd. | 31 | $4.73K | 0.00% | −12−27.9% | Reduced |
| Clark Wealth Partners | 31 | $4.73K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 32 | $4.88K | 0.00% | +13+68.4% | Added |
| Armstrong Advisory Group, Inc | 32 | $4.88K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 32 | $4.88K | 0.00% | +22+220.0% | Added |
| Ares Financial Consulting, LLC | 32 | $4.88K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $5.00K | 0.00% | +20+133.3% | Added |
| Harvest Fund Management Co., Ltd | 30 | $5.00K | 0.00% | +30 | New |
| MV Capital Management, Inc. | 34 | $5.19K | 0.00% | +17+100.0% | Added |
| South State Corp. | 39 | $5.95K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 39 | $5.95K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 40 | $6.10K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 41 | $6.25K | 0.00% | +9+28.1% | Added |
| YANKCOM Partnership | 42 | $6.41K | 0.00% | +42 | New |
| Curio Wealth, LLC | 43 | $6.56K | 0.00% | +1+2.4% | Added |
| Joseph Group Capital Management | 43 | $6.56K | 0.00% | +43 | New |
| Marquette Asset Management, LLC | 44 | $6.71K | 0.00% | +41+1,366.7% | Added |
| Activest Wealth Management | 44 | $6.72K | 0.00% | +37+528.6% | Added |
| Carolina Wealth Advisors, LLC | 48 | $7.32K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 49 | $7.47K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 49 | $7.47K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $7.63K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 50 | $7.63K | 0.00% | +50 | New |