| Y.D. More Investments Ltd | 140 | $42 | 0.00% | +140 | New |
| Raleigh Capital Management Inc. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $99 | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 2 | $197 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $295 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 3 | $295 | 0.00% | +1+50.0% | Added |
| Davis Capital Management | 4 | $393 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 4 | $413 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $492 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $492 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $492 | 0.00% | +5 | New |
| Breakwater Investment Management | 5 | $492 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $587 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 6 | $590 | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6 | $590 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $594 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $689 | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $787 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8 | $787 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 22 | $833 | 0.00% | −20−47.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 9 | $885 | 0.00% | −31−77.5% | Reduced |
| HM Payson & Co | 9 | $885 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $885 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $983 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $983 | 0.00% | +10 | New |
| Financial Consulate, Inc | 10 | $984 | 0.00% | +10 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12 | $1.00K | 0.00% | −92,959−100.0% | Reduced |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $1.08K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $1.18K | 0.00% | −13−52.0% | Reduced |
| Financial Management Professionals, Inc. | 12 | $1.18K | 0.00% | +4+50.0% | Added |
| TD Capital Management LLC | 14 | $1.33K | 0.00% | +1+7.7% | Added |
| Anchor Investment Management, LLC | 15 | $1.48K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 15 | $1.48K | 0.00% | +15 | New |
| Core Alternative Capital | 16 | $1.57K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 16 | $1.57K | 0.00% | +16 | New |
| HFM Investment Advisors, LLC | 17 | $1.67K | 0.00% | +1+6.3% | Added |
| Cary Street Partners Financial LLC | 18 | $1.77K | 0.00% | −35−66.0% | Reduced |
| Anfield Capital Management, LLC | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 19 | $1.87K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 19 | $1.87K | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 20 | $1.97K | 0.00% | +5+33.3% | Added |
| SWAN Capital LLC | 21 | $2.06K | 0.00% | −7−25.0% | Reduced |
| Rakuten Securities, Inc. | 21 | $2.06K | 0.00% | +21 | New |
| Winch Advisory Services, LLC | 22 | $2.14K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $2.16K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $2.16K | 0.00% | +2+10.0% | Added |
| Montag A & Associates Inc | 24 | $2.36K | 0.00% | +24 | New |
| Texas Capital Bancshares Inc | 24 | $2.36K | 0.00% | +24 | New |
| Trust Co | 26 | $2.56K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 27 | $2.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 28 | $2.75K | 0.00% | +17+154.5% | Added |
| Sunbelt Securities, Inc. | 28 | $2.77K | 0.00% | −326−92.1% | Reduced |
| Clark Wealth Partners | 26 | $2.85K | 0.00% | +26 | New |
| 1620 Investment Advisors, Inc. | 29 | $2.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $2.85K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $3.05K | 0.00% | +13+72.2% | Added |
| Red Tortoise LLC | 31 | $3.05K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 31 | $3.05K | 0.00% | +31 | New |
| Addison Advisors LLC | 32 | $3.15K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 34 | $3.34K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 34 | $3.34K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 37 | $3.64K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 39 | $3.83K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 39 | $3.83K | 0.00% | +29+290.0% | Added |
| Sachetta, LLC | 41 | $4.03K | 0.00% | +22+115.8% | Added |
| Truvestments Capital LLC | 41 | $4.04K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $4.23K | 0.00% | −1−2.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 45 | $4.42K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 48 | $4.72K | 0.00% | +2+4.3% | Added |
| Marquette Asset Management, LLC | 48 | $4.72K | 0.00% | +48 | New |
| CNB Bank | 50 | $4.92K | 0.00% | −56−52.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 50 | $4.92K | 0.00% | +50 | New |
| Halbert Hargrove Global Advisors, LLC | 54 | $5.31K | 0.00% | +11+25.6% | Added |
| Pineridge Advisors LLC | 56 | $5.49K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 57 | $5.60K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 58 | $5.70K | 0.00% | +37+176.2% | Added |
| Tortoise Investment Management, LLC | 59 | $5.80K | 0.00% | +16+37.2% | Added |
| Westfuller Advisors, LLC | 64 | $6.25K | 0.00% | +64 | New |
| DiNuzzo Private Wealth, Inc. | 63 | $6.30K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 66 | $6.49K | 0.00% | +17+34.7% | Added |
| Silicon Valley Capital Partners | 70 | $6.88K | 0.00% | +70 | New |
| Highline Wealth Partners LLC | 74 | $7.28K | 0.00% | +44+146.7% | Added |
| Dunhill Financial, LLC | 76 | $7.43K | 0.00% | −1−1.3% | Reduced |
| Toth Financial Advisory Corp | 77 | $7.57K | 0.00% | +77 | New |
| Abound Wealth Management | 77 | $7.58K | 0.00% | +1+1.3% | Added |
| Colonial Trust Co | 79 | $7.78K | 0.00% | +1+1.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 80 | $7.89K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 83 | $8.00K | 0.00% | −2−2.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 83 | $8.12K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 84 | $8.26K | 0.00% | −68−44.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 87 | $8.55K | 0.00% | +53+155.9% | Added |
| Raffa Wealth Management, LLC | 94 | $9.24K | 0.00% | +24+34.3% | Added |
| Dogwood Wealth Management LLC | 94 | $9.24K | 0.00% | +27+40.3% | Added |
| Park Place Capital Corp | 96 | $9.44K | 0.00% | −27−22.0% | Reduced |
| City Holding Co | 100 | $9.83K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $9.83K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $9.83K | 0.01% | +100 | New |
| Central Trust Co | 102 | $10.0K | 0.00% | −180−63.8% | Reduced |