| Raleigh Capital Management Inc. | 1 | $75 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $94 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $94 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 4 | $376 | 0.00% | −1−20.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 5 | $470 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $470 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 6 | $564 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $658 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 9 | $739 | 0.00% | −34−79.1% | Reduced |
| ZRC Wealth Management, LLC | 8 | $752 | 0.00% | +8 | New |
| Hilton Head Capital Partners, LLC | 9 | $846 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $940 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.13K | 0.00% | +4+50.0% | Added |
| Hughes Financial Services, LLC | 12 | $1.13K | 0.00% | +2+20.0% | Added |
| Westside Investment Management, Inc. | 12 | $1.13K | 0.00% | +12 | New |
| MidFirst Bank | 12 | $1.13K | 0.00% | +12 | New |
| Torren Management, LLC | 13 | $1.18K | 0.00% | −596−97.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.22K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 14 | $1.32K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 16 | $1.50K | 0.00% | +1+6.7% | Added |
| Cromwell Holdings LLC | 17 | $1.61K | 0.00% | +2+13.3% | Added |
| Wall Street Financial Group, Inc. | 18 | $1.69K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 18 | $1.69K | 0.00% | +15+500.0% | Added |
| Cullen/Frost Bankers, Inc. | 19 | $1.78K | 0.00% | −728−97.5% | Reduced |
| Kilter Group LLC | 19 | $1.79K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $1.86K | 0.00% | +5+33.3% | Added |
| UMA Financial Services, Inc. | 21 | $1.97K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 22 | $2.07K | 0.00% | +22 | New |
| Dunhill Financial, LLC | 22 | $2.08K | 0.00% | +20+1,000.0% | Added |
| Key Financial Inc | 23 | $2.16K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 27 | $2.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $2.33K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 26 | $2.44K | 0.00% | −131−83.4% | Reduced |
| JPL Wealth Management, LLC | 28 | $2.63K | 0.00% | +28 | New |
| Basecamp Wealth Advisors LLC | 29 | $2.73K | 0.00% | −23−44.2% | Reduced |
| Financial Network Wealth Advisors LLC | 31 | $2.91K | 0.00% | −8−20.5% | Reduced |
| Asset Dedication, LLC | 33 | $3.10K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 33 | $3.10K | 0.00% | +33 | New |
| Morse Asset Management, Inc | 35 | $3.29K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 39 | $3.66K | 0.00% | −43−52.4% | Reduced |
| Stone House Investment Management, LLC | 40 | $3.76K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 40 | $3.76K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 40 | $3.76K | 0.00% | +40 | New |
| Keating Financial Advisory Services, Inc. | 45 | $4.23K | 0.00% | +16+55.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $4.25K | 0.00% | −139−75.5% | Reduced |
| IMA Wealth, Inc. | 51 | $4.82K | 0.00% | −5−8.9% | Reduced |
| Harbor Investment Advisory, LLC | 53 | $4.98K | 0.00% | −9−14.5% | Reduced |
| Addison Advisors LLC | 56 | $5.26K | 0.00% | +56 | New |
| Bare Financial Services, Inc | 59 | $5.54K | 0.00% | −60−50.4% | Reduced |
| WealthCollab, LLC | 62 | $5.83K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 64 | $6.01K | 0.00% | +64 | New |
| Blume Capital Management, Inc. | 70 | $6.58K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 71 | $6.67K | 0.00% | +71 | New |
| Red Tortoise LLC | 74 | $6.95K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 82 | $7.71K | 0.00% | −734−90.0% | Reduced |
| Colonial Trust Co | 82 | $7.73K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 88 | $8.27K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 90 | $8.46K | 0.01% | −924−91.1% | Reduced |
| CVA Family Office, LLC | 92 | $8.64K | 0.00% | +92 | New |
| First Financial Corp | 100 | $9.40K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $9.40K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $9.45K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 104 | $9.77K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 106 | $9.96K | 0.00% | +98+1,225.0% | Added |
| Manchester Capital Management LLC | 111 | $10.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 121 | $11.4K | 0.00% | −108−47.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 124 | $11.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 150 | $12.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 135 | $12.7K | 0.00% | +31+29.8% | Added |
| Cedar Mountain Advisors, LLC | 135 | $12.7K | 0.00% | +135 | New |
| West Branch Capital LLC | 142 | $13.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 148 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 149 | $14.0K | 0.01% | +149 | New |
| Richardson Financial Services Inc. | 163 | $15.3K | 0.01% | −262−61.6% | Reduced |
| 1620 Investment Advisors, Inc. | 166 | $15.6K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 167 | $15.7K | 0.00% | +45+36.9% | Added |
| True Wealth Design, LLC | 172 | $16.2K | 0.00% | −96−35.8% | Reduced |
| Glen Eagle Advisors, LLC | 175 | $16.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 188 | $17.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 188 | $17.7K | 0.00% | −25−11.7% | Reduced |
| Covestor Ltd | 191 | $18.0K | 0.01% | −63−24.8% | Reduced |
| Center for Financial Planning, Inc. | 200 | $18.8K | 0.00% | −55−21.6% | Reduced |
| MBM Wealth Consultants, LLC | 200 | $18.8K | 0.00% | +200 | New |
| 3 Factor Indexing, LLC | 200 | $18.8K | 0.02% | +200 | New |
| Twin Peaks Wealth Advisors, LLC | 201 | $18.9K | 0.00% | +201 | New |
| Tiaa Trust, National Association | 234 | $22.0K | 0.00% | +234 | New |
| Capital Advisors, Ltd. LLC | 229 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 254 | $23.9K | 0.00% | −334−56.8% | Reduced |
| Blueline Advisors LLC | 254 | $23.9K | 0.02% | +18+7.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 262 | $24.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 263 | $24.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 275 | $25.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 279 | $26.2K | 0.00% | +229+458.0% | Added |
| Ronald Blue Trust, Inc. | 291 | $27.3K | 0.00% | −125−30.0% | Reduced |
| Larson Financial Group LLC | 293 | $27.5K | 0.00% | +82+38.9% | Added |
| Clarity Asset Management, Inc. | 313 | $29.4K | 0.01% | −44−12.3% | Reduced |
| Estabrook Capital Management | 325 | $30.5K | 0.00% | −50−13.3% | Reduced |