| Tidemark, LLC | 23 | $10.4K | 0.00% | −5−17.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 23 | $10.4K | 0.01% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 24 | $10.9K | 0.01% | +23+2,300.0% | Added |
| Wealth Watch Advisors, INC | 24 | $10.9K | 0.00% | −8−25.0% | Reduced |
| Creative Capital Management Investments LLC | 24 | $10.9K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 24 | $10.9K | 0.01% | +18+300.0% | Added |
| Legacy Bridge, LLC | 24 | $10.9K | 0.00% | +24 | New |
| Quattro Advisors LLC | 24 | $10.9K | 0.01% | +24 | New |
| Highline Wealth Partners LLC | 25 | $11.3K | 0.00% | −13−34.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 25 | $11.3K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $11.8K | 0.00% | +3+13.0% | Added |
| ZRC Wealth Management, LLC | 26 | $11.8K | 0.00% | +13+100.0% | Added |
| Team Financial Group, LLC | 27 | $12.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $12.2K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 28 | $12.7K | 0.00% | −32−53.3% | Reduced |
| Lummis Asset Management, LP | 29 | $13.1K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 30 | $13.6K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 30 | $13.6K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 32 | $14.0K | 0.01% | +32 | New |
| Caitlin John, LLC | 31 | $14.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 32 | $14.5K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $14.5K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 32 | $14.5K | 0.00% | +32 | New |
| Beaird Harris Wealth Management, LLC | 33 | $15.0K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 33 | $15.0K | 0.01% | +33 | New |
| Avion Wealth | 34 | $15.0K | 0.00% | +12+54.5% | Added |
| United Community Bank | 35 | $15.9K | 0.01% | −27−43.5% | Reduced |
| Private Wealth Management Group, LLC | 35 | $15.9K | 0.00% | −7−16.7% | Reduced |
| Indiana Trust & Investment Management CO | 35 | $15.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 36 | $16.3K | 0.00% | −57−61.3% | Reduced |
| Trust Co | 38 | $17.2K | 0.00% | −1−2.6% | Reduced |
| Cedar Mountain Advisors, LLC | 38 | $17.2K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 39 | $17.7K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 39 | $17.7K | 0.01% | +38+3,800.0% | Added |
| Marquette Asset Management, LLC | 42 | $19.0K | 0.00% | +10+31.3% | Added |
| Prosperity Bancshares Inc | 43 | $19.5K | 0.02% | +43 | New |
| Valued Wealth Advisors LLC | 44 | $19.9K | 0.01% | −9−17.0% | Reduced |
| DT Investment Partners, LLC | 44 | $19.9K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 44 | $19.9K | 0.01% | +44 | New |
| Evelyn Partners Asset Management Ltd | 47 | $21.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 47 | $21.4K | 0.00% | +3+6.8% | Added |
| Quaker Wealth Management, LLC | 48 | $21.8K | 0.01% | +1+2.1% | Added |
| Sachetta, LLC | 49 | $22.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $22.7K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 50 | $22.7K | 0.01% | +50 | New |
| Fortitude Family Office, LLC | 51 | $23.1K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 60 | $23.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 53 | $24.2K | 0.00% | −17−24.3% | Reduced |
| Pinnacle Bancorp, Inc. | 54 | $24.5K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 54 | $24.5K | 0.01% | +2+3.8% | Added |
| BFSG, LLC | 54 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 55 | $24.9K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 55 | $24.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 55 | $24.9K | 0.03% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 58 | $26.0K | 0.01% | +58 | New |
| Strategic Investment Solutions, Inc. | 58 | $26.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 61 | $27.7K | 0.00% | +8+15.1% | Added |
| Swiss Re Ltd | 61 | $27.7K | 0.00% | +61 | New |
| Canton Hathaway, LLC | 62 | $28.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 62 | $28.1K | 0.00% | +19+44.2% | Added |
| South State Corp. | 62 | $28.1K | 0.00% | +15+31.9% | Added |
| Chesapeake Asset Management LLC | 63 | $28.6K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 65 | $29.5K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 65 | $29.5K | 0.02% | +65 | New |
| Solstein Capital, LLC | 67 | $30.4K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 68 | $30.8K | 0.02% | +50+277.8% | Added |
| Estabrook Capital Management | 69 | $31.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $31.6K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 72 | $32.6K | 0.02% | +6+9.1% | Added |
| Ares Financial Consulting, LLC | 73 | $33.1K | 0.03% | +73 | New |
| Vega Investment Solutions | 73 | $33.1K | 0.01% | +73 | New |
| Archer Investment Corp | 74 | $33.5K | 0.01% | +35+89.7% | Added |
| TD Capital Management LLC | 75 | $34.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 75 | $34.0K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 76 | $34.5K | 0.01% | −164−68.3% | Reduced |
| American National Bank | 76 | $34.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 76 | $34.5K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 77 | $34.9K | 0.01% | +2+2.7% | Added |
| Clayton Financial Group LLC | 77 | $34.9K | 0.02% | +15+24.2% | Added |
| Torren Management, LLC | 77 | $34.9K | 0.02% | +77 | New |
| Ogorek Anthony Joseph | 78 | $35.0K | 0.01% | +8+11.4% | Added |
| Capital Advisors, Ltd. LLC | 77 | $35.0K | 0.00% | +27+54.0% | Added |
| SOA Wealth Advisors, LLC. | 78 | $35.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 79 | $35.8K | 0.00% | +9+12.9% | Added |
| Brown, Lisle/Cummings, Inc. | 82 | $37.2K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 84 | $38.1K | 0.00% | +10+13.5% | Added |
| High Note Wealth, LLC | 85 | $38.5K | 0.01% | +17+25.0% | Added |
| Centerpoint Advisors, LLC | 87 | $39.0K | 0.01% | +55+171.9% | Added |
| Strengthening Families & Communities, LLC | 87 | $39.4K | 0.01% | +77+770.0% | Added |
| Wolff Wiese Magana LLC | 89 | $40.4K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 95 | $43.1K | 0.01% | −68−41.7% | Reduced |
| Entrust Financial LLC | 96 | $43.5K | 0.03% | +96 | New |
| Catalyst Capital Advisors LLC | 98 | $44.4K | 0.00% | −26−21.0% | Reduced |
| Financial Network Wealth Advisors LLC | 99 | $44.9K | 0.05% | +13+15.1% | Added |
| Spirit of America Management Corp | 100 | $45.3K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 100 | $45.3K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 100 | $45.3K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 100 | $45.3K | 0.03% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $45.3K | 0.04% | +100 | New |
| Midwest Capital Advisors, LLC | 101 | $45.8K | 0.02% | 00.0% | Unchanged |