| Inlight Wealth Management, LLC | 2 | $69 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $139 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $150 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $173 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 1 | $277 | 0.00% | −6−85.7% | Reduced |
| Breakwater Investment Management | 8 | $278 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 10 | $350 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 14 | $388 | 0.00% | +2+16.7% | Added |
| Dunhill Financial, LLC | 11 | $394 | 0.00% | −4−26.7% | Reduced |
| Hughes Financial Services, LLC | 16 | $414 | 0.00% | +16 | New |
| Wealth Watch Advisors, INC | 12 | $416 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 16 | $555 | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 18 | $624 | 0.00% | +18 | New |
| Quaker Wealth Management, LLC | 20 | $694 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 20 | $694 | 0.00% | +20 | New |
| Marshall & Sterling Wealth Advisors Inc. | 21 | $704 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $728 | 0.00% | −8−27.6% | Reduced |
| HFM Investment Advisors, LLC | 21 | $728 | 0.00% | +2+10.5% | Added |
| Atlantic Union Bankshares Corp | 22 | $763 | 0.00% | −78−78.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $832 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $832 | 0.00% | +5+26.3% | Added |
| Colonial Trust Advisors | 25 | $867 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $867 | 0.00% | +6+31.6% | Added |
| WealthCollab, LLC | 25 | $867 | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 26 | $902 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $971 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 29 | $1.01K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 29 | $1.01K | 0.00% | +29 | New |
| DecisionPoint Financial, LLC | 34 | $1.15K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $1.21K | 0.00% | +15+75.0% | Added |
| Whittier Trust Co of Nevada Inc | 36 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $1.25K | 0.00% | +14+63.6% | Added |
| Trifecta Capital Advisors, LLC | 36 | $1.25K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 39 | $1.34K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $1.39K | 0.00% | +40 | New |
| DiNuzzo Private Wealth, Inc. | 44 | $1.47K | 0.00% | +9+25.7% | Added |
| Rise Advisors, LLC | 48 | $1.67K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 50 | $1.71K | 0.00% | +48+2,400.0% | Added |
| Raffa Wealth Management, LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 54 | $1.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 57 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 72 | $2.00K | 0.00% | +72 | New |
| JPL Wealth Management, LLC | 63 | $2.19K | 0.00% | +63 | New |
| Key Financial Inc | 69 | $2.33K | 0.00% | +20+40.8% | Added |
| Howard Hughes Medical Institute | 68 | $2.36K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 69 | $2.39K | 0.00% | +1+1.5% | Added |
| Rialto Wealth Management, LLC | 71 | $2.46K | 0.00% | +9+14.5% | Added |
| Activest Wealth Management | 82 | $2.84K | 0.00% | +5+6.5% | Added |
| HighMark Wealth Management LLC | 85 | $2.93K | 0.00% | +1+1.2% | Added |
| Binnacle Investments Inc | 89 | $3.09K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 90 | $3.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 90 | $3.12K | 0.00% | −7−7.2% | Reduced |
| Bell Investment Advisors, Inc | 92 | $3.19K | 0.00% | −42−31.3% | Reduced |
| Creative Financial Designs Inc | 96 | $3.33K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 108 | $3.75K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 114 | $3.95K | 0.00% | −532−82.4% | Reduced |
| Curat Global, LLC | 115 | $3.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 123 | $4.27K | 0.00% | +118+2,360.0% | Added |
| Atlantic Trust, LLC | 131 | $4.54K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 158 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 146 | $5.06K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 147 | $5.10K | 0.00% | −112−43.2% | Reduced |
| Palisade Asset Management, LLC | 152 | $5.27K | 0.00% | +152 | New |
| Colonial Trust Co | 160 | $5.55K | 0.00% | +119+290.2% | Added |
| Decker Retirement Planning Inc. | 161 | $5.58K | 0.00% | −100,380−99.8% | Reduced |
| First Command Advisory Services, Inc. | 163 | $5.65K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 200 | $5.84K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 170 | $5.87K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 179 | $6.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 185 | $6.42K | 0.00% | +15+8.8% | Added |
| Armstrong Advisory Group, Inc | 195 | $6.76K | 0.00% | −516−72.6% | Reduced |
| GW&K Investment Management, LLC | 201 | $7.00K | 0.00% | −110−35.4% | Reduced |
| Centerpoint Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 196 | $7.00K | 0.00% | +196 | New |
| Salomon & Ludwin, LLC | 206 | $7.11K | 0.00% | +206 | New |
| REAP Financial Group, LLC | 207 | $7.18K | 0.00% | +207 | New |
| Bokf, NA | 220 | $7.63K | 0.00% | +220 | New |
| JFS Wealth Advisors, LLC | 225 | $7.80K | 0.00% | −92−29.0% | Reduced |
| MV Capital Management, Inc. | 230 | $7.98K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 232 | $8.05K | 0.00% | +132+132.0% | Added |
| Fortitude Family Office, LLC | 235 | $8.15K | 0.00% | −16−6.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 237 | $8.22K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $8.57K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 250 | $8.67K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 250 | $8.67K | 0.01% | +250 | New |
| Hollencrest Capital Management | 269 | $9.32K | 0.00% | −690−71.9% | Reduced |
| Hara Capital LLC | 270 | $9.36K | 0.01% | −175−39.3% | Reduced |
| Brown Brothers Harriman & Co | 271 | $9.40K | 0.00% | −59−17.9% | Reduced |
| Hilltop National Bank | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 300 | $10.4K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 303 | $10.5K | 0.01% | +303 | New |
| Evermay Wealth Management LLC | 305 | $10.6K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 309 | $10.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 314 | $10.9K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 318 | $11.0K | 0.00% | +318 | New |
| Roxbury Financial LLC | 326 | $11.3K | 0.01% | +2+0.6% | Added |
| Ogorek Anthony Joseph | 348 | $12.0K | 0.00% | 00.0% | Unchanged |