| Y.D. More Investments Ltd | 87 | $40 | 0.00% | +87 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $304 | 0.00% | −2−50.0% | Reduced |
| Davis Capital Management | 2 | $305 | 0.00% | +2 | New |
| North Star Investment Management Corp. | 3 | $457 | 0.00% | +3 | New |
| Breakwater Investment Management | 4 | $610 | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 4 | $612 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $613 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5 | $762 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $762 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $914 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6 | $914 | 0.00% | +6 | New |
| IMG Wealth Management, Inc. | 6 | $914 | 0.00% | +6 | New |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | −10−55.6% | Reduced |
| Bollard Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 7 | $1.07K | 0.00% | +7 | New |
| ZRC Wealth Management, LLC | 7 | $1.07K | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 10 | $1.52K | 0.00% | −9−47.4% | Reduced |
| Conquis Financial LLC | 10 | $1.52K | 0.00% | −8−44.4% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $1.52K | 0.00% | +10 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $1.52K | 0.00% | +10 | New |
| Quest 10 Wealth Builders, Inc. | 10 | $1.55K | 0.00% | −2−16.7% | Reduced |
| United Community Bank | 11 | $1.68K | 0.00% | +11 | New |
| American Capital Advisory, LLC | 11 | $1.68K | 0.00% | +5+83.3% | Added |
| Smallwood Wealth Investment Management, LLC | 12 | $1.83K | 0.00% | +12 | New |
| Godsey & Gibb Associates | 13 | $1.98K | 0.00% | +13 | New |
| Glen Eagle Advisors, LLC | 14 | $2.13K | 0.00% | −36−72.0% | Reduced |
| HFM Investment Advisors, LLC | 14 | $2.13K | 0.00% | −1−6.7% | Reduced |
| Millstone Evans Group, LLC | 14 | $2.13K | 0.00% | +14 | New |
| Binnacle Investments Inc | 14 | $2.13K | 0.00% | +14 | New |
| Trifecta Capital Advisors, LLC | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $2.29K | 0.00% | +15 | New |
| Anchor Investment Management, LLC | 15 | $2.29K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $2.29K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 15 | $2.29K | 0.00% | +15 | New |
| Nemes Rush Group LLC | 16 | $2.44K | 0.00% | +16 | New |
| TD Capital Management LLC | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 17 | $2.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $2.90K | 0.00% | +9+90.0% | Added |
| Activest Wealth Management | 20 | $3.05K | 0.00% | −25−55.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20 | $3.05K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $3.06K | 0.00% | −19−52.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 21 | $3.20K | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 50 | $3.32K | 0.00% | −17−25.4% | Reduced |
| Creative Financial Designs Inc | 22 | $3.35K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.35K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $3.66K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $3.66K | 0.00% | +5+26.3% | Added |
| SJS Investment Consulting Inc. | 24 | $3.66K | 0.00% | −1−4.0% | Reduced |
| Quarry LP | 25 | $3.81K | 0.00% | −2,484−99.0% | Reduced |
| Redmont Wealth Advisors LLC | 25 | $3.81K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $3.81K | 0.00% | +3+13.6% | Added |
| Penserra Capital Management LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 27 | $4.12K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $4.19K | 0.00% | −239−89.8% | Reduced |
| Hughes Financial Services, LLC | 26 | $4.21K | 0.00% | +6+30.0% | Added |
| Altshuler Shaham Ltd | 28 | $4.27K | 0.00% | +28 | New |
| Dunhill Financial, LLC | 28 | $4.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $4.42K | 0.00% | −2−6.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 29 | $4.42K | 0.00% | +14+93.3% | Added |
| United Financial Planning Group LLC | 30 | $4.57K | 0.00% | +30 | New |
| Marquette Asset Management, LLC | 31 | $4.72K | 0.00% | +31 | New |
| Washington Trust Advisors, Inc. | 31 | $4.73K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 32 | $4.88K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $5.18K | 0.00% | +14+70.0% | Added |
| Financial Network Wealth Advisors LLC | 35 | $5.36K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 37 | $5.64K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 37 | $5.64K | 0.00% | +21+131.3% | Added |
| Horizon Financial Services, LLC | 37 | $5.64K | 0.00% | +25+208.3% | Added |
| Coston, McIsaac & Partners | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 41 | $6.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $6.48K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 43 | $6.55K | 0.00% | −24−35.8% | Reduced |
| JNBA Financial Advisors | 44 | $6.71K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 45 | $6.86K | 0.00% | +2+4.7% | Added |
| Heartwood Wealth Advisors LLC | 45 | $6.86K | 0.00% | +45 | New |
| GPS Wealth Strategies Group, LLC | 47 | $7.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $7.16K | 0.00% | +12+34.3% | Added |
| Abound Wealth Management | 52 | $7.87K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 52 | $7.92K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $8.08K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 56 | $8.53K | 0.00% | −8−12.5% | Reduced |
| Hoey Investments, Inc | 56 | $8.53K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 56 | $8.53K | 0.00% | +56 | New |
| Aspect Partners, LLC | 58 | $8.84K | 0.00% | −146−71.6% | Reduced |
| Rocky Mountain Advisers, LLC | 58 | $8.84K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 59 | $8.99K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 59 | $8.99K | 0.00% | +22+59.5% | Added |
| Cloud Capital Management, LLC | 65 | $9.00K | 0.00% | +65 | New |
| MJT & Associates Financial Advisory Group, Inc. | 60 | $9.14K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 63 | $9.64K | 0.00% | +6+10.5% | Added |
| Bank of Jackson Hole Trust | 65 | $9.90K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 66 | $10.1K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 67 | $10.2K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 71 | $10.8K | 0.01% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 72 | $11.0K | 0.00% | +72 | New |
| JPL Wealth Management, LLC | 73 | $11.1K | 0.00% | +73 | New |