| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| IMG Wealth Management, Inc. | 1 | $108 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 2 | $216 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 3 | $324 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 3 | $324 | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 4 | $432 | 0.00% | −14−77.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $432 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $432 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5 | $539 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $540 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $540 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $540 | 0.00% | +5 | New |
| Breakwater Investment Management | 5 | $540 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $556 | 0.00% | +1+25.0% | Added |
| Strengthening Families & Communities, LLC | 6 | $648 | 0.00% | +6 | New |
| Costello Asset Management, INC | 8 | $863 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 10 | $1.08K | 0.00% | +10 | New |
| Beacon Financial Strategies CORP | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.12K | 0.00% | −50−83.3% | Reduced |
| Bayforest Capital Ltd | 11 | $1.19K | 0.00% | −287−96.3% | Reduced |
| WestEnd Advisors, LLC | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 12 | $1.29K | 0.00% | +2+20.0% | Added |
| Asset Planning,Inc | 13 | $1.40K | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 14 | $1.51K | 0.00% | −9−39.1% | Reduced |
| American Capital Advisory, LLC | 14 | $1.51K | 0.00% | −2−12.5% | Reduced |
| Sachetta, LLC | 15 | $1.62K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 15 | $1.62K | 0.00% | +15 | New |
| Trust Co | 16 | $1.73K | 0.00% | −1,686−99.1% | Reduced |
| Boyd Watterson Asset Management LLC | 16 | $1.73K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 16 | $1.73K | 0.00% | +3+23.1% | Added |
| South State Corp. | 17 | $1.83K | 0.00% | −161−90.4% | Reduced |
| Caitlin John, LLC | 19 | $2.04K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 19 | $2.05K | 0.00% | −6−24.0% | Reduced |
| 1620 Investment Advisors, Inc. | 20 | $2.16K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 21 | $2.26K | 0.00% | +21 | New |
| West Financial Advisors, LLC | 21 | $2.27K | 0.00% | −61−74.4% | Reduced |
| Whipplewood Advisors, LLC | 21 | $2.27K | 0.00% | −21−50.0% | Reduced |
| Provenance Wealth Advisors, LLC | 21 | $2.27K | 0.00% | +21 | New |
| First Command Advisory Services, Inc. | 23 | $2.48K | 0.00% | +17+283.3% | Added |
| NorthAvenue LLC | 24 | $2.59K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 24 | $2.59K | 0.00% | +24 | New |
| Key Capital Management, INC | 25 | $2.70K | 0.00% | −2−7.4% | Reduced |
| Kingdom Financial Group LLC. | 25 | $2.70K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 28 | $2.73K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 26 | $2.80K | 0.00% | +1+4.0% | Added |
| Albion Financial Group | 26 | $2.81K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 27 | $2.91K | 0.00% | −5−15.6% | Reduced |
| Horrell Capital Management, Inc. | 29 | $3.13K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $3.18K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 29 | $3.18K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 32 | $3.45K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 35 | $3.76K | 0.00% | −14,385−99.8% | Reduced |
| Smithfield Trust Co | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 38 | $4.10K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 39 | $4.21K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 39 | $4.21K | 0.00% | +39 | New |
| Ameliora Wealth Management Ltd. | 40 | $4.32K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 42 | $4.53K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 42 | $4.53K | 0.00% | +42 | New |
| Brown, Lisle/Cummings, Inc. | 45 | $4.86K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 46 | $5.01K | 0.00% | +5+12.2% | Added |
| Abound Financial, LLC | 47 | $5.07K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 47 | $5.07K | 0.00% | +10+27.0% | Added |
| Timbuktu Capital Management, LLC | 47 | $5.07K | 0.01% | +47 | New |
| Cranbrook Wealth Management, LLC | 48 | $5.18K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 48 | $5.18K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 48 | $5.18K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 48 | $5.23K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 49 | $5.29K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 50 | $5.40K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $5.40K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 50 | $5.80K | 0.00% | −118−70.2% | Reduced |
| Hollencrest Capital Management | 54 | $5.83K | 0.00% | −1,302−96.0% | Reduced |
| Aspect Partners, LLC | 55 | $5.94K | 0.00% | −16−22.5% | Reduced |
| HighMark Wealth Management LLC | 57 | $6.15K | 0.00% | −86−60.1% | Reduced |
| Atlantic Trust, LLC | 57 | $6.15K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 57 | $6.15K | 0.00% | +21+58.3% | Added |
| LRI Investments, LLC | 57 | $6.21K | 0.00% | +15+35.7% | Added |
| Highline Wealth Partners LLC | 60 | $6.52K | 0.00% | +10+20.0% | Added |
| Accent Capital Management, LLC | 61 | $6.58K | 0.00% | +61 | New |
| Dunhill Financial, LLC | 61 | $6.65K | 0.00% | +2+3.4% | Added |
| Leo H. Evart, Inc. | 62 | $6.69K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 64 | $6.91K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 65 | $7.01K | 0.00% | +65 | New |
| Decker Retirement Planning Inc. | 66 | $7.12K | 0.00% | +66 | New |
| William B. Walkup & Associates, Inc. | 67 | $7.23K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 69 | $7.45K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 70 | $7.55K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 70 | $7.56K | 0.00% | +14+25.0% | Added |
| Atwood & Palmer Inc | 71 | $7.66K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 73 | $7.88K | 0.00% | +6+9.0% | Added |
| Tompkins Financial Corp | 73 | $7.88K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 73 | $7.88K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 73 | $7.88K | 0.01% | +73 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 74 | $7.99K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 74 | $8.03K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 75 | $8.09K | 0.00% | 00.0% | Unchanged |