| UMA Financial Services, Inc. | 62 | $30.0K | 0.00% | +5+8.8% | Added |
| Tripletail Wealth Management, LLC | 80 | $29.5K | 0.03% | +80 | New |
| Bullock Wealth Management Group | 69 | $29.5K | 0.01% | +69 | New |
| Bare Financial Services, Inc | 60 | $29.0K | 0.01% | +15+33.3% | Added |
| Grove Bank & Trust | 58 | $28.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 56 | $27.1K | 0.00% | +56 | New |
| Kemnay Advisory Services Inc. | 53 | $25.6K | 0.00% | −5−8.6% | Reduced |
| Community Financial Services Group, LLC | 60 | $25.6K | 0.00% | +60 | New |
| Stone House Investment Management, LLC | 52 | $25.2K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 52 | $25.2K | 0.01% | +2+4.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 50 | $24.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $24.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $24.2K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 50 | $24.2K | 0.01% | +50 | New |
| Rossby Financial, LCC | 49 | $23.7K | 0.00% | +17+53.1% | Added |
| Synergy Investment Management, LLC | 51 | $23.7K | 0.01% | +23+82.1% | Added |
| Allianz SE | 47 | $22.7K | 0.00% | +47 | New |
| LifeSteps Financial, Inc. | 47 | $22.7K | 0.01% | +47 | New |
| Hager Investment Management Services, LLC | 46 | $22.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 44 | $21.3K | 0.01% | −2−4.3% | Reduced |
| Signature Equity Partners, LLC | 44 | $21.2K | 0.01% | −3−6.4% | Reduced |
| Kilter Group LLC | 43 | $20.8K | 0.01% | +2+4.9% | Added |
| Cedar Mountain Advisors, LLC | 40 | $19.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 39 | $18.9K | 0.01% | +39 | New |
| JPL Wealth Management, LLC | 37 | $17.9K | 0.00% | +1+2.8% | Added |
| United Financial Planning Group LLC | 37 | $17.9K | 0.01% | 00.0% | Unchanged |
| Wormser Freres Gestion | 36 | $17.4K | 0.01% | +36 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 34 | $16.4K | 0.00% | +34 | New |
| Avion Wealth | 35 | $16.0K | 0.00% | +4+12.9% | Added |
| Bay Harbor Wealth Management, LLC | 33 | $16.0K | 0.00% | +6+22.2% | Added |
| Tidemark, LLC | 32 | $15.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $15.5K | 0.00% | +1+3.2% | Added |
| Tradewinds Capital Management, LLC | 32 | $15.5K | 0.00% | +2+6.7% | Added |
| Hartford Financial Management Inc. | 32 | $15.5K | 0.00% | +17+113.3% | Added |
| Adirondack Trust Co | 31 | $15.0K | 0.00% | +31 | New |
| Bogart Wealth, LLC | 30 | $14.5K | 0.00% | −958−97.0% | Reduced |
| Harborfront Financial Group LLC | 30 | $14.5K | 0.05% | +30 | New |
| Buck Wealth Strategies, LLC | 29 | $14.0K | 0.00% | +29 | New |
| Sims Investment Management, LLC | 29 | $14.0K | 0.00% | +29 | New |
| Concord Wealth Partners | 27 | $13.2K | 0.00% | +27 | New |
| Prosperity Bancshares Inc | 27 | $13.1K | 0.01% | +27 | New |
| Ogorek Anthony Joseph | 28 | $13.0K | 0.00% | −15−34.9% | Reduced |
| Hughes Financial Services, LLC | 26 | $12.6K | 0.00% | +10+62.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 25 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $11.6K | 0.01% | −10−29.4% | Reduced |
| Vanguard National Trust Co | 22 | $10.6K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 22 | $10.6K | 0.00% | +22 | New |
| Valued Wealth Advisors LLC | 21 | $10.2K | 0.00% | +8+61.5% | Added |
| Burk Holdings LLC | 21 | $10.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $10.0K | 0.00% | +8+61.5% | Added |
| Signature Resources Capital Management, LLC | 20 | $9.80K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 20 | $9.68K | 0.00% | −13−39.4% | Reduced |
| Marquette Asset Management, LLC | 20 | $9.68K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $9.68K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 19 | $9.19K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 25 | $8.79K | 0.01% | +25 | New |
| JNBA Financial Advisors | 18 | $8.71K | 0.00% | +10+125.0% | Added |
| High Note Wealth, LLC | 18 | $8.71K | 0.00% | +4+28.6% | Added |
| Creative Capital Management Investments LLC | 18 | $8.71K | 0.00% | +18 | New |
| Alpha Financial Advisors, LLC | 18 | $8.71K | 0.00% | +18 | New |
| Highline Wealth Partners LLC | 17 | $8.22K | 0.00% | +12+240.0% | Added |
| Dogwood Wealth Management LLC | 17 | $8.22K | 0.00% | +15+750.0% | Added |
| Dunhill Financial, LLC | 16 | $7.98K | 0.00% | +9+128.6% | Added |
| Abound Wealth Management | 15 | $7.33K | 0.00% | −11−42.3% | Reduced |
| MB, Levis & Associates, LLC | 15 | $7.26K | 0.00% | +15 | New |
| Cassaday & Co Wealth Management LLC | 14 | $6.83K | 0.00% | +14 | New |
| South State Corp. | 14 | $6.77K | 0.00% | +1+7.7% | Added |
| BOK Financial Private Wealth, Inc. | 14 | $6.77K | 0.00% | +14 | New |
| Asset Dedication, LLC | 14 | $6.77K | 0.00% | +14 | New |
| ORG Wealth Partners, LLC | 14 | $6.77K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 13 | $6.29K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $6.29K | 0.00% | +2+18.2% | Added |
| HFM Investment Advisors, LLC | 13 | $6.29K | 0.00% | +7+116.7% | Added |
| Ameriflex Group, Inc. | 13 | $6.29K | 0.00% | +11+550.0% | Added |
| Planning Strategies Inc. | 13 | $6.29K | 0.00% | +13 | New |
| Wolff Wiese Magana LLC | 12 | $5.81K | 0.00% | +12 | New |
| Creative Financial Designs Inc | 12 | $5.81K | 0.00% | −10−45.5% | Reduced |
| NBH Bank | 12 | $5.81K | 0.00% | +12 | New |
| Torren Management, LLC | 11 | $5.36K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $5.32K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 10 | $4.84K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $4.84K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $4.36K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 8 | $3.87K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $3.87K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 8 | $3.87K | 0.00% | +1+14.3% | Added |
| William B. Walkup & Associates, Inc. | 8 | $3.87K | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 9 | $3.85K | 0.00% | +3+50.0% | Added |
| Crewe Advisors LLC | 7 | $3.39K | 0.00% | −23−76.7% | Reduced |
| Chilton Capital Management LLC | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 6 | $2.90K | 0.01% | −183−96.8% | Reduced |
| Mascoma Wealth Management LLC | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 6 | $2.90K | 0.00% | +6 | New |
| Washington Trust Advisors, Inc. | 6 | $2.90K | 0.00% | +6 | New |
| Montag A & Associates Inc | 5 | $2.60K | 0.00% | −2−28.6% | Reduced |