| Avion Wealth | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $201 | 0.00% | −2−66.7% | Reduced |
| NVWM, LLC | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $201 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $201 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $201 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $202 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 2 | $375 | 0.00% | −1−33.3% | Reduced |
| Rialto Wealth Management, LLC | 2 | $403 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $403 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $403 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $403 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $403 | 0.00% | +1+100.0% | Added |
| Signature Equity Partners, LLC | 2 | $403 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $604 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $604 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $604 | 0.00% | +1+50.0% | Added |
| Creative Capital Management Investments LLC | 3 | $604 | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 4 | $805 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 4 | $805 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $805 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $805 | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $805 | 0.00% | +4 | New |
| Acumen Wealth Advisors, LLC | 4 | $806 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $806 | 0.00% | +1+33.3% | Added |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $1.01K | 0.00% | +2+66.7% | Added |
| MV Capital Management, Inc. | 5 | $1.01K | 0.00% | +4+400.0% | Added |
| Continuum Advisory, LLC | 5 | $1.01K | 0.00% | +5 | New |
| Allied Private Wealth LLC | 5 | $1.01K | 0.00% | +5 | New |
| University of Texas/Texas Am Investment Managment Co | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 6 | $1.21K | 0.00% | +6 | New |
| Financial Perspectives, Inc | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.24K | 0.00% | −1−14.3% | Reduced |
| Hughes Financial Services, LLC | 7 | $1.41K | 0.00% | +1+16.7% | Added |
| Planning Strategies Inc. | 7 | $1.41K | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $1.41K | 0.00% | −2−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $1.41K | 0.00% | −1−12.5% | Reduced |
| Godsey & Gibb Associates | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $1.49K | 0.00% | −20−74.1% | Reduced |
| Rosenberg Matthew Hamilton | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $1.61K | 0.00% | −1−11.1% | Reduced |
| True Wealth Design, LLC | 8 | $1.61K | 0.00% | +4+100.0% | Added |
| Atlantic Trust, LLC | 9 | $1.81K | 0.00% | −13−59.1% | Reduced |
| Tidemark, LLC | 9 | $1.84K | 0.00% | −1−10.0% | Reduced |
| Navigoe, LLC | 11 | $2.00K | 0.00% | +1+10.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $2.01K | 0.00% | +1+11.1% | Added |
| Investors Portfolio Services LLC | 10 | $2.03K | 0.00% | +5+100.0% | Added |
| Lodestone Wealth Management LLC | 11 | $2.21K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $2.21K | 0.00% | +11 | New |
| POM Investment Strategies, LLC | 11 | $2.24K | 0.00% | +11 | New |
| Mascoma Wealth Management LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $2.42K | 0.00% | +12 | New |
| Manning & Napier Advisors LLC | 12 | $2.54K | 0.00% | +12 | New |
| Global Trust Asset Management, LLC | 13 | $2.62K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 14 | $2.82K | 0.00% | −294−95.5% | Reduced |
| Golden State Equity Partners | 14 | $2.82K | 0.01% | −6−30.0% | Reduced |
| ZRC Wealth Management, LLC | 14 | $2.82K | 0.00% | −14−50.0% | Reduced |
| Strategic Wealth Advisors LLC | 17 | $3.00K | 0.00% | +4+30.8% | Added |
| Bellevue Asset Management, LLC | 15 | $3.02K | 0.00% | +15 | New |
| Sachetta, LLC | 15 | $3.02K | 0.00% | +4+36.4% | Added |
| Prestige Wealth Management Group LLC | 17 | $3.42K | 0.00% | +3+21.4% | Added |
| Salomon & Ludwin, LLC | 17 | $3.44K | 0.00% | −63−78.8% | Reduced |
| Rossby Financial, LCC | 19 | $3.83K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 20 | $4.03K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 21 | $4.23K | 0.00% | −2−8.7% | Reduced |
| Highline Wealth Partners LLC | 21 | $4.23K | 0.00% | +21 | New |
| AdvisorNet Financial, Inc | 22 | $4.43K | 0.00% | +17+340.0% | Added |
| Markowski Investments | 22 | $4.43K | 0.00% | +22 | New |
| Clearstead Advisors, LLC | 22 | $4.43K | 0.00% | +7+46.7% | Added |
| Ronald Blue Trust, Inc. | 23 | $4.63K | 0.00% | −2−8.0% | Reduced |
| Geneos Wealth Management Inc. | 23 | $4.63K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 23 | $4.63K | 0.00% | −3−11.5% | Reduced |
| City Holding Co | 24 | $4.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 27 | $5.00K | 0.00% | +19+237.5% | Added |
| Caldwell Sutter Capital, Inc. | 25 | $5.03K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $5.23K | 0.00% | +7+36.8% | Added |
| Hoey Investments, Inc | 26 | $5.24K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 27 | $5.43K | 0.00% | −90−76.9% | Reduced |
| McGuire Capital Advisors Inc | 27 | $5.43K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 27 | $5.46K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 29 | $5.84K | 0.00% | +11+61.1% | Added |
| IFG Advisory, LLC | 29 | $5.84K | 0.00% | +29 | New |
| Action Point Financial Planning, LLC | 35 | $6.64K | 0.00% | +35 | New |
| HighMark Wealth Management LLC | 33 | $6.64K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 34 | $6.84K | 0.00% | +34 | New |
| J.Safra Asset Management Corp | 35 | $7.05K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 35 | $7.05K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 37 | $7.45K | 0.00% | −16−30.2% | Reduced |
| WPG Advisers, LLC | 38 | $7.65K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 38 | $7.65K | 0.00% | +12+46.2% | Added |
| West Paces Advisors Inc. | 39 | $7.85K | 0.00% | +39 | New |
| Colonial Trust Advisors | 40 | $8.05K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 40 | $8.05K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 41 | $8.25K | 0.00% | −3−6.8% | Reduced |