| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 1 | $43 | 0.00% | −35−97.2% | Reduced |
| REAP Financial Group, LLC | 1 | $48 | 0.00% | −19−95.0% | Reduced |
| Cape Investment Advisory, Inc. | 3 | $144 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $145 | 0.00% | −60−78.9% | Reduced |
| Godsey & Gibb Associates | 5 | $240 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 5 | $240 | 0.00% | +5 | New |
| GHP Investment Advisors, Inc. | 5 | $240 | 0.00% | +5 | New |
| Davis Capital Management | 5 | $240 | 0.00% | +5 | New |
| Whittier Trust Co of Nevada Inc | 5 | $260 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 6 | $288 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $349 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 8 | $384 | 0.00% | +8 | New |
| ZRC Wealth Management, LLC | 9 | $432 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $479 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $479 | 0.00% | +3+42.9% | Added |
| Turning Point Benefit Group, Inc. | 10 | $524 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $527 | 0.00% | +5+83.3% | Added |
| Wealth Watch Advisors, INC | 11 | $527 | 0.00% | +11 | New |
| Avalon Trust Co | 11 | $528 | 0.00% | +11 | New |
| Colonial Trust Co | 12 | $575 | 0.00% | −4−25.0% | Reduced |
| American Capital Advisory, LLC | 12 | $576 | 0.00% | −2−14.3% | Reduced |
| Rialto Wealth Management, LLC | 12 | $576 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 25 | $732 | 0.00% | −4−13.8% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $767 | 0.00% | +16 | New |
| True Wealth Design, LLC | 16 | $768 | 0.00% | −7−30.4% | Reduced |
| Bear Mountain Capital, Inc. | 15 | $810 | 0.00% | +4+36.4% | Added |
| Texas Capital Bancshares Inc | 17 | $815 | 0.00% | +17 | New |
| BFSG, LLC | 20 | $959 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $1.01K | 0.00% | +21 | New |
| Tortoise Investment Management, LLC | 24 | $1.15K | 0.00% | +1+4.3% | Added |
| South State Corp. | 25 | $1.20K | 0.00% | −76−75.2% | Reduced |
| Your Advocates Ltd., LLP | 25 | $1.20K | 0.00% | +25 | New |
| Hughes Financial Services, LLC | 31 | $1.25K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 26 | $1.25K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $1.25K | 0.00% | +1+4.0% | Added |
| West Oak Capital, LLC | 30 | $1.40K | 0.00% | +30 | New |
| Missouri Trust & Investment Co | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 30 | $1.44K | 0.00% | +30 | New |
| Crewe Advisors LLC | 30 | $1.44K | 0.00% | +27+900.0% | Added |
| Maseco LLP | 32 | $1.53K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $1.53K | 0.00% | −4−11.1% | Reduced |
| Johnson Financial Group, Inc. | 34 | $1.63K | 0.00% | +34 | New |
| Concord Wealth Partners | 39 | $1.87K | 0.00% | −1,000−96.2% | Reduced |
| Quaker Wealth Management, LLC | 41 | $1.97K | 0.00% | −1,800−97.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 41 | $1.97K | 0.00% | +41 | New |
| TSFG, LLC | 50 | $2.00K | 0.00% | −550−91.7% | Reduced |
| Ball & Co Wealth Management Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Marquette Asset Management, LLC | 42 | $2.01K | 0.00% | +42 | New |
| Mark Sheptoff Financial Planning, LLC | 44 | $2.11K | 0.00% | −756−94.5% | Reduced |
| Compass Financial Services Inc | 50 | $2.40K | 0.00% | −187−78.9% | Reduced |
| West Financial Advisors, LLC | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 50 | $2.40K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $2.40K | 0.00% | +50 | New |
| Koesten, Hirschmann & Crabtree, INC. | 50 | $2.40K | 0.00% | +50 | New |
| Valued Wealth Advisors LLC | 51 | $2.44K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 52 | $2.49K | 0.01% | +52 | New |
| Bartlett & Co. Wealth Management LLC | 52 | $2.49K | 0.00% | +52 | New |
| Abound Wealth Management | 57 | $2.75K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 60 | $2.88K | 0.00% | −106−63.9% | Reduced |
| Medallion Wealth Advisors, LLC | 60 | $2.88K | 0.00% | −15−20.0% | Reduced |
| J.Safra Asset Management Corp | 60 | $2.88K | 0.00% | +60 | New |
| Clayton Financial Group LLC | 60 | $2.88K | 0.00% | +60 | New |
| Roble, Belko & Company, Inc | 72 | $3.00K | 0.00% | +11+18.0% | Added |
| CBIZ Investment Advisory Services, LLC | 67 | $3.21K | 0.00% | −7−9.5% | Reduced |
| Financial Network Wealth Advisors LLC | 68 | $3.26K | 0.00% | +68 | New |
| Strategic Wealth Partners, Ltd. | 70 | $3.36K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 70 | $3.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 74 | $3.55K | 0.00% | +10+15.6% | Added |
| UMA Financial Services, Inc. | 79 | $3.79K | 0.00% | +64+426.7% | Added |
| Midwest Capital Advisors, LLC | 80 | $3.83K | 0.00% | +80 | New |
| Private Wealth Management Group, LLC | 85 | $4.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 85 | $4.08K | 0.00% | +20+30.8% | Added |
| Frazier Financial Advisors, LLC | 90 | $4.32K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 94 | $4.51K | 0.00% | +20+27.0% | Added |
| Aspect Partners, LLC | 94 | $4.51K | 0.00% | +70+291.7% | Added |
| Crews Bank & Trust | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $4.79K | 0.00% | +100 | New |
| Atlantic Trust, LLC | 102 | $4.89K | 0.00% | +17+20.0% | Added |
| Sachetta, LLC | 103 | $4.94K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 90 | $5.15K | 0.01% | +90 | New |
| Howard Hughes Medical Institute | 108 | $5.18K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 110 | $5.27K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 110 | $5.27K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 115 | $5.51K | 0.00% | +115 | New |
| JDM Financial Group LLC | 120 | $5.75K | 0.00% | −358−74.9% | Reduced |
| Capital Advisors, Ltd. LLC | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 130 | $6.23K | 0.00% | +130 | New |
| Arcadia Investment Advisors LLC | 131 | $6.28K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 140 | $6.71K | 0.00% | +15+12.0% | Added |
| Strive Asset Management, LLC | 149 | $7.14K | 0.00% | +149 | New |
| Banque Transatlantique SA | 150 | $7.18K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 150 | $7.19K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $7.19K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 150 | $7.19K | 0.00% | +150 | New |
| Richard W. Paul & Associates, LLC | 160 | $7.67K | 0.00% | −110−40.7% | Reduced |
| Fortitude Family Office, LLC | 160 | $7.67K | 0.00% | +15+10.3% | Added |
| Manchester Capital Management LLC | 165 | $7.91K | 0.00% | +54+48.6% | Added |
| Quent Capital, LLC | 179 | $8.58K | 0.00% | +179 | New |
| Cedar Wealth Management, LLC | 195 | $9.35K | 0.00% | +195 | New |