| Cornerstone Planning Group LLC | 2 | $87 | 0.00% | −84−97.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $230 | 0.00% | −2−66.7% | Reduced |
| Texas Capital Bancshares Inc | 2 | $459 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $459 | 0.00% | +2 | New |
| High Note Wealth, LLC | 2 | $459 | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 3 | $688 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3 | $689 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3 | $689 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $689 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 4 | $918 | 0.00% | −4−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $918 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3 | $1.00K | 0.00% | −38−92.7% | Reduced |
| Anfield Capital Management, LLC | 5 | $1.15K | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $1.15K | 0.00% | +5 | New |
| North Capital, Inc. | 5 | $1.15K | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $1.61K | 0.00% | +7 | New |
| Turning Point Benefit Group, Inc. | 8 | $1.82K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $2.06K | 0.00% | −1−10.0% | Reduced |
| Tortoise Investment Management, LLC | 9 | $2.06K | 0.00% | +1+12.5% | Added |
| Cranbrook Wealth Management, LLC | 9 | $2.07K | 0.00% | −110−92.4% | Reduced |
| Valued Wealth Advisors LLC | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 10 | $2.12K | 0.00% | −2−16.7% | Reduced |
| Highline Wealth Partners LLC | 11 | $2.52K | 0.00% | −6−35.3% | Reduced |
| Hughes Financial Services, LLC | 13 | $2.65K | 0.00% | −4−23.5% | Reduced |
| Harbor Investment Advisory, LLC | 12 | $2.75K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12 | $2.75K | 0.00% | +11+1,100.0% | Added |
| TD Capital Management LLC | 12 | $2.78K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $2.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $3.21K | 0.00% | −32−69.6% | Reduced |
| Bare Financial Services, Inc | 15 | $3.44K | 0.00% | −1−6.3% | Reduced |
| Red Tortoise LLC | 17 | $3.90K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 17 | $3.90K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 18 | $4.00K | 0.00% | +18 | New |
| WPG Advisers, LLC | 18 | $4.13K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 19 | $4.36K | 0.00% | −318−94.4% | Reduced |
| Rakuten Securities, Inc. | 19 | $4.36K | 0.00% | −17−47.2% | Reduced |
| Addison Advisors LLC | 20 | $4.59K | 0.00% | +20 | New |
| Horizon Financial Services, LLC | 21 | $4.82K | 0.00% | +19+950.0% | Added |
| Penserra Capital Management LLC | 24 | $5.00K | 0.00% | −3−11.1% | Reduced |
| LRI Investments, LLC | 22 | $5.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 22 | $5.05K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 17 | $5.05K | 0.00% | +17 | New |
| Atwood & Palmer Inc | 24 | $5.51K | 0.00% | −1−4.0% | Reduced |
| Flagship Wealth Advisors, LLC | 24 | $5.51K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 24 | $5.51K | 0.02% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $5.62K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $5.75K | 0.00% | +6+31.6% | Added |
| Coastline Trust Co | 26 | $5.97K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 26 | $5.97K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 26 | $5.97K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 26 | $5.97K | 0.00% | +26 | New |
| Meeder Asset Management Inc | 27 | $6.20K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 27 | $6.20K | 0.00% | +27 | New |
| Retirement Wealth Solutions LLC | 28 | $6.35K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $6.42K | 0.00% | +5+21.7% | Added |
| United Community Bank | 28 | $6.42K | 0.00% | +7+33.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 28 | $6.43K | 0.01% | +28 | New |
| Abound Wealth Management | 28 | $6.43K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 29 | $6.70K | 0.00% | +2+7.4% | Added |
| Hazlett, Burt & Watson, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $7.11K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 33 | $7.57K | 0.00% | +5+17.9% | Added |
| Aspect Partners, LLC | 35 | $8.03K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 35 | $8.03K | 0.00% | +10+40.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 35 | $8.03K | 0.00% | +35 | New |
| Moisand Fitzgerald Tamayo, LLC | 36 | $8.26K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 36 | $8.26K | 0.00% | +36 | New |
| ORG Wealth Partners, LLC | 37 | $8.49K | 0.00% | +37 | New |
| Activest Wealth Management | 38 | $8.72K | 0.00% | −26−40.6% | Reduced |
| Crewe Advisors LLC | 39 | $8.95K | 0.00% | +38+3,800.0% | Added |
| Howard Hughes Medical Institute | 43 | $9.87K | 0.01% | 00.0% | Unchanged |
| American National Bank | 44 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 45 | $10.3K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $10.3K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 46 | $10.6K | 0.00% | +46 | New |
| Westend Capital Management, LLC | 47 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 47 | $10.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $11.0K | 0.00% | −15−22.7% | Reduced |
| Quarry LP | 52 | $11.9K | 0.00% | −1,197−95.8% | Reduced |
| Raffa Wealth Management, LLC | 60 | $13.8K | 0.00% | −49−45.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 60 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 61 | $14.0K | 0.01% | −17−21.8% | Reduced |
| Coston, McIsaac & Partners | 64 | $14.0K | 0.00% | +6+10.3% | Added |
| Heritage Wealth Advisors | 65 | $14.9K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 69 | $15.8K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 71 | $16.2K | 0.01% | +1+1.4% | Added |
| C M Bidwell & Associates Ltd | 71 | $16.3K | 0.01% | −2,066−96.7% | Reduced |
| Rialto Wealth Management, LLC | 73 | $16.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 77 | $17.3K | 0.00% | +77 | New |
| Grove Bank & Trust | 78 | $17.9K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 80 | $18.4K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 82 | $18.8K | 0.01% | +82 | New |
| Wall Street Access Asset Management, LLC | 82 | $18.8K | 0.00% | +82 | New |
| Palisade Asset Management, LLC | 86 | $19.7K | 0.00% | +86 | New |
| Clean Yield Group | 90 | $20.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 90 | $20.7K | 0.00% | +90 | New |
| First Pacific Financial | 90 | $20.7K | 0.00% | 00.0% | Unchanged |