| ZRC Wealth Management, LLC | 0 | $24 | 0.00% | 0 | Unchanged |
| Private Wealth Management Group, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $80 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 2 | $152 | 0.00% | +2 | New |
| Wealth Preservation Advisors, LLC | 3 | $227 | 0.00% | −5−62.5% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $227 | 0.00% | −2−40.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $252 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $292 | 0.00% | +4 | New |
| Aspect Partners, LLC | 5 | $379 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $455 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $455 | 0.00% | +6 | New |
| NVWM, LLC | 7 | $531 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $531 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 7 | $531 | 0.00% | +7 | New |
| Activest Wealth Management | 8 | $607 | 0.00% | −48−85.7% | Reduced |
| Parkworth Wealth Management, Inc. | 8 | $607 | 0.00% | +3+60.0% | Added |
| Dunhill Financial, LLC | 8 | $645 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 9 | $682 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $682 | 0.00% | +4+80.0% | Added |
| Stephens Consulting, LLC | 9 | $683 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 10 | $758 | 0.00% | +6+150.0% | Added |
| WealthTrak Capital Management LLC | 10 | $759 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $759 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 12 | $910 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $986 | 0.00% | −71−84.5% | Reduced |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | −4,922−99.6% | Reduced |
| Coston, McIsaac & Partners | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.06K | 0.00% | −13−48.1% | Reduced |
| Atlantic Trust, LLC | 15 | $1.14K | 0.00% | −45−75.0% | Reduced |
| Cornerstone Planning Group LLC | 17 | $1.19K | 0.00% | +5+41.7% | Added |
| Tortoise Investment Management, LLC | 16 | $1.21K | 0.00% | +16 | New |
| Hallmark Capital Management Inc | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 21 | $1.59K | 0.00% | −1−4.5% | Reduced |
| Sierra Ocean, LLC | 22 | $1.67K | 0.00% | +22 | New |
| TD Capital Management LLC | 22 | $1.69K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 23 | $1.74K | 0.00% | −859−97.4% | Reduced |
| Independence Bank of Kentucky | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 25 | $1.90K | 0.00% | +25 | New |
| N.E.W. Advisory Services LLC | 25 | $1.90K | 0.00% | +25 | New |
| Trifecta Capital Advisors, LLC | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $2.00K | 0.00% | +1+3.3% | Added |
| South State Corp. | 27 | $2.05K | 0.00% | −39−59.1% | Reduced |
| Creative Capital Management Investments LLC | 28 | $2.12K | 0.00% | +28 | New |
| Red Tortoise LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 34 | $2.39K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 32 | $2.43K | 0.00% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 33 | $2.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 36 | $2.73K | 0.00% | −33−47.8% | Reduced |
| Curat Global, LLC | 36 | $2.73K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 36 | $2.96K | 0.00% | +36 | New |
| Abound Wealth Management | 44 | $3.30K | 0.00% | −13−22.8% | Reduced |
| Cranbrook Wealth Management, LLC | 45 | $3.41K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 49 | $3.72K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 54 | $4.09K | 0.00% | +54 | New |
| Centennial Bank | 55 | $4.17K | 0.00% | +55 | New |
| Cape Investment Advisory, Inc. | 60 | $4.55K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 67 | $5.08K | 0.00% | +17+34.0% | Added |
| UMA Financial Services, Inc. | 70 | $5.31K | 0.00% | −8−10.3% | Reduced |
| Park Square Financial Group, LLC | 77 | $5.84K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 79 | $5.99K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 80 | $6.07K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 82 | $6.22K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 82 | $6.22K | 0.00% | +24+41.4% | Added |
| Fortitude Family Office, LLC | 83 | $6.29K | 0.00% | +50+151.5% | Added |
| Deseret Mutual Benefit Administrators | 89 | $6.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 93 | $7.05K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 96 | $7.28K | 0.00% | −249−72.2% | Reduced |
| CVA Family Office, LLC | 96 | $7.28K | 0.00% | −21−17.9% | Reduced |
| Prestige Wealth Management Group LLC | 100 | $7.58K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 100 | $7.58K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $7.58K | 0.00% | +100 | New |
| Private Wealth Asset Management, LLC | 103 | $7.81K | 0.00% | −15−12.7% | Reduced |
| Whipplewood Advisors, LLC | 107 | $8.11K | 0.00% | +99+1,237.5% | Added |
| City Holding Co | 114 | $8.64K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $8.72K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 117 | $8.87K | 0.00% | −104−47.1% | Reduced |
| JFS Wealth Advisors, LLC | 120 | $9.10K | 0.00% | +4+3.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 131 | $9.90K | 0.01% | −68−34.2% | Reduced |
| Valley National Advisers Inc | 134 | $10.0K | 0.00% | −73−35.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 135 | $10.2K | 0.00% | +94+229.3% | Added |
| Cullen/Frost Bankers, Inc. | 140 | $10.6K | 0.00% | +136+3,400.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 161 | $11.1K | 0.00% | +161 | New |
| Binnacle Investments Inc | 151 | $11.4K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 158 | $12.0K | 0.00% | +158 | New |
| Decker Retirement Planning Inc. | 165 | $12.5K | 0.01% | +165 | New |
| Raleigh Capital Management Inc. | 166 | $12.6K | 0.01% | −6−3.5% | Reduced |
| CNB Bank | 167 | $12.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 168 | $12.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 170 | $12.9K | 0.00% | +170 | New |
| RMG Wealth Management LLC | 183 | $13.1K | 0.00% | +183 | New |
| Rise Advisors, LLC | 179 | $13.6K | 0.01% | +1+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 181 | $13.7K | 0.00% | −65−26.4% | Reduced |
| Hughes Financial Services, LLC | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 173 | $14.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 197 | $15.0K | 0.01% | +24+13.9% | Added |
| AllSquare Wealth Management LLC | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 200 | $15.3K | 0.00% | +100+100.0% | Added |
| SRS Capital Advisors, Inc. | 132 | $16.2K | 0.00% | −147−52.7% | Reduced |