| Walleye Capital LLC | 2 | $80 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 3 | $120 | 0.00% | +3 | New |
| MidFirst Bank | 5 | $199 | 0.00% | +5 | New |
| Trust Co of Toledo NA | 6 | $239 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6 | $239 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $239 | 0.00% | +6 | New |
| CoreCap Advisors, LLC | 7 | $279 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 7 | $283 | 0.00% | +7 | New |
| Davis Capital Management | 8 | $319 | 0.00% | +8 | New |
| Harbor Investment Advisory, LLC | 10 | $399 | 0.00% | −30−75.0% | Reduced |
| RWM Asset Management, LLC | 10 | $399 | 0.00% | +10 | New |
| TopTier Wealth Management, LLC | 10 | $399 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 12 | $478 | 0.00% | +5+71.4% | Added |
| Financial Management Professionals, Inc. | 12 | $478 | 0.00% | +12 | New |
| Central Trust Co | 12 | $479 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $519 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 14 | $558 | 0.00% | +14 | New |
| Activest Wealth Management | 15 | $598 | 0.00% | +5+50.0% | Added |
| Portus Wealth Advisors, LLC | 15 | $598 | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 17 | $677 | 0.00% | +13+325.0% | Added |
| Quaker Wealth Management, LLC | 17 | $678 | 0.00% | +7+70.0% | Added |
| Spire Wealth Management | 19 | $757 | 0.00% | −166−89.7% | Reduced |
| First Command Advisory Services, Inc. | 19 | $757 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 20 | $797 | 0.00% | +8+66.7% | Added |
| AdvisorNet Financial, Inc | 22 | $877 | 0.00% | +22 | New |
| Boyd Watterson Asset Management LLC | 23 | $917 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 23 | $917 | 0.00% | +8+53.3% | Added |
| Sunbelt Securities, Inc. | 23 | $917 | 0.00% | +23 | New |
| Silicon Valley Capital Partners | 24 | $968 | 0.00% | +24 | New |
| Kilter Group LLC | 25 | $997 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 26 | $1.04K | 0.00% | +26 | New |
| American Capital Advisory, LLC | 27 | $1.08K | 0.00% | +14+107.7% | Added |
| Washington Trust Advisors, Inc. | 27 | $1.08K | 0.00% | +27 | New |
| Groupe la Francaise | 36 | $1.23K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 31 | $1.24K | 0.00% | +31 | New |
| Retirement Wealth Solutions LLC | 31 | $1.24K | 0.00% | +18+138.5% | Added |
| Clayton Financial Group LLC | 32 | $1.28K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 33 | $1.32K | 0.00% | +33 | New |
| Bogart Wealth, LLC | 34 | $1.35K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $1.44K | 0.00% | +14+63.6% | Added |
| Bay Harbor Wealth Management, LLC | 39 | $1.55K | 0.00% | +21+116.7% | Added |
| Addison Advisors LLC | 40 | $1.59K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 41 | $1.63K | 0.00% | +21+105.0% | Added |
| Aspect Partners, LLC | 42 | $1.67K | 0.00% | +4+10.5% | Added |
| Sunrise Financial Services, LLC | 42 | $1.67K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 44 | $1.75K | 0.00% | +26+144.4% | Added |
| Raffa Wealth Management, LLC | 46 | $1.83K | 0.00% | +2+4.5% | Added |
| Avion Wealth | 52 | $2.00K | 0.00% | +12+30.0% | Added |
| Prestige Wealth Management Group LLC | 51 | $2.03K | 0.00% | −6,653−99.2% | Reduced |
| Highline Wealth Partners LLC | 53 | $2.11K | 0.00% | +53 | New |
| Maseco LLP | 56 | $2.20K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 60 | $2.39K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 60 | $2.39K | 0.00% | +7+13.2% | Added |
| Golden State Equity Partners | 61 | $2.43K | 0.00% | +61 | New |
| Quent Capital, LLC | 62 | $2.47K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 64 | $2.55K | 0.00% | −2−3.0% | Reduced |
| True Wealth Design, LLC | 65 | $2.59K | 0.00% | +6+10.2% | Added |
| Rialto Wealth Management, LLC | 70 | $2.79K | 0.00% | +57+438.5% | Added |
| IMA Wealth, Inc. | 72 | $2.87K | 0.00% | −672−90.3% | Reduced |
| Ogorek Anthony Joseph | 84 | $3.00K | 0.00% | +84 | New |
| Atlantic Trust, LLC | 83 | $3.31K | 0.00% | +79+1,975.0% | Added |
| Bruce G. Allen Investments, LLC | 83 | $3.31K | 0.00% | +83 | New |
| MV Capital Management, Inc. | 85 | $3.39K | 0.00% | +14+19.7% | Added |
| Cullen/Frost Bankers, Inc. | 86 | $3.41K | 0.00% | +1+1.2% | Added |
| Clear Street Markets LLC | 86 | $3.43K | 0.00% | −690−88.9% | Reduced |
| North Star Investment Management Corp. | 86 | $3.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 87 | $3.44K | 0.00% | +50+135.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 87 | $3.47K | 0.00% | +87 | New |
| Bartlett & Co. Wealth Management LLC | 94 | $3.57K | 0.00% | +10+11.9% | Added |
| Nemes Rush Group LLC | 95 | $3.79K | 0.00% | +95 | New |
| Colonial Trust Co | 99 | $3.94K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 101 | $4.04K | 0.00% | +16+18.8% | Added |
| Private Trust Co NA | 108 | $4.30K | 0.00% | +11+11.3% | Added |
| St. Johns Investment Management Company, LLC | 110 | $4.38K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 110 | $4.38K | 0.00% | +73+197.3% | Added |
| SJS Investment Consulting Inc. | 113 | $4.50K | 0.00% | −35−23.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 113 | $4.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 117 | $4.66K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 121 | $4.82K | 0.00% | +121 | New |
| Bell Investment Advisors, Inc | 123 | $4.90K | 0.00% | +108+720.0% | Added |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 133 | $5.30K | 0.00% | +83+166.0% | Added |
| Clearstead Advisors, LLC | 135 | $5.38K | 0.00% | −1,192−89.8% | Reduced |
| JFS Wealth Advisors, LLC | 137 | $5.46K | 0.00% | +39+39.8% | Added |
| Key Capital Management, INC | 141 | $5.62K | 0.00% | +106+302.9% | Added |
| SBI Securities Co., Ltd. | 149 | $5.94K | 0.00% | −55−27.0% | Reduced |
| Delta Asset Management LLC | 150 | $5.98K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 156 | $6.22K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 171 | $6.81K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 172 | $6.85K | 0.01% | −17−9.0% | Reduced |
| Westfuller Advisors, LLC | 174 | $6.93K | 0.00% | +2+1.2% | Added |
| GW&K Investment Management, LLC | 187 | $7.00K | 0.00% | +26+16.1% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 183 | $7.29K | 0.00% | +183 | New |
| Atlantic Union Bankshares Corp | 190 | $7.57K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 195 | $7.77K | 0.00% | −3,246−94.3% | Reduced |
| Kemnay Advisory Services Inc. | 210 | $8.37K | 0.00% | +210 | New |
| Fortitude Family Office, LLC | 213 | $8.49K | 0.00% | +159+294.4% | Added |
| Financial Perspectives, Inc | 224 | $8.93K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 226 | $9.01K | 0.00% | −538−70.4% | Reduced |
| SHP Wealth Management | 230 | $9.17K | 0.00% | −70−23.3% | Reduced |
