| BOK Financial Private Wealth, Inc. | 0 | $54 | 0.00% | 0 | New |
| Toth Financial Advisory Corp | 1 | $82 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $82 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $82 | 0.00% | +1 | New |
| Napier Financial, LLC | 2 | $164 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $164 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 3 | $246 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $246 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $327 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $327 | 0.00% | +4 | New |
| Arcadia Investment Management Corp | 4 | $328 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $328 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $408 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 5 | $409 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 5 | $411 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 6 | $491 | 0.00% | −13−68.4% | Reduced |
| Valued Wealth Advisors LLC | 6 | $491 | 0.00% | 00.0% | Unchanged |
| Trust Co | 6 | $491 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $491 | 0.00% | +6 | New |
| Estabrook Capital Management | 7 | $572 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $572 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 8 | $654 | 0.00% | −2,952−99.7% | Reduced |
| Breakwater Investment Management | 8 | $655 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $818 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 10 | $818 | 0.00% | +10 | New |
| TopTier Wealth Management, LLC | 10 | $818 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $900 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 11 | $900 | 0.00% | +11 | New |
| Quaker Wealth Management, LLC | 12 | $982 | 0.00% | +7+140.0% | Added |
| Smithfield Trust Co | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 11 | $1.00K | 0.00% | +11 | New |
| First Horizon Corp | 13 | $1.06K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 14 | $1.15K | 0.00% | +6+75.0% | Added |
| Burkett Financial Services, LLC | 14 | $1.19K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 15 | $1.23K | 0.00% | +15 | New |
| Nemes Rush Group LLC | 16 | $1.31K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 16 | $1.31K | 0.00% | +16 | New |
| Financial Consulate, Inc | 16 | $1.31K | 0.00% | +6+60.0% | Added |
| Colonial Trust Co | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 23 | $1.84K | 0.00% | +1+4.5% | Added |
| Whipplewood Advisors, LLC | 23 | $1.88K | 0.00% | +23 | New |
| Newbridge Financial Services Group, Inc. | 23 | $1.89K | 0.00% | −23−50.0% | Reduced |
| ZRC Wealth Management, LLC | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 36 | $2.00K | 0.00% | +36 | New |
| Hughes Financial Services, LLC | 25 | $2.04K | 0.00% | +5+25.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $2.13K | 0.00% | +2+8.3% | Added |
| Clayton Financial Group LLC | 26 | $2.13K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 27 | $2.21K | 0.00% | +27 | New |
| Triumph Capital Management | 27 | $2.22K | 0.00% | +19+237.5% | Added |
| TFC Financial Management | 28 | $2.29K | 0.00% | −8−22.2% | Reduced |
| South State Corp. | 29 | $2.37K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 29 | $2.37K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 31 | $2.57K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 33 | $2.89K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 42 | $2.94K | 0.00% | +42 | New |
| Centerpoint Advisors, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 38 | $3.11K | 0.00% | +8+26.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 39 | $3.19K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 44 | $3.59K | 0.00% | −14−24.1% | Reduced |
| Arlington Trust Co LLC | 44 | $3.60K | 0.00% | +44 | New |
| Clark Wealth Partners | 47 | $3.84K | 0.00% | −6−11.3% | Reduced |
| Aspect Partners, LLC | 47 | $3.84K | 0.00% | +25+113.6% | Added |
| Financial Management Professionals, Inc. | 47 | $3.87K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 48 | $3.92K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 48 | $3.92K | 0.00% | +48 | New |
| UMA Financial Services, Inc. | 52 | $4.25K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 53 | $4.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 53 | $4.36K | 0.00% | +1+1.9% | Added |
| Dunhill Financial, LLC | 54 | $4.50K | 0.00% | +4+8.0% | Added |
| MidFirst Bank | 57 | $4.66K | 0.00% | +57 | New |
| SHP Wealth Management | 57 | $4.68K | 0.00% | +39+216.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 57 | $4.70K | 0.01% | −88−60.7% | Reduced |
| Armstrong Advisory Group, Inc | 59 | $4.83K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 62 | $5.09K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 64 | $5.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $5.32K | 0.00% | −6−8.5% | Reduced |
| Bare Financial Services, Inc | 67 | $5.48K | 0.00% | +40+148.1% | Added |
| Fourth Dimension Wealth, LLC | 68 | $5.56K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 69 | $5.64K | 0.00% | +69 | New |
| Greykasell Wealth Strategies, Inc. | 72 | $5.89K | 0.00% | +72 | New |
| Cornerstone Financial Management LLC | 73 | $5.97K | 0.01% | −4−5.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 73 | $5.97K | 0.00% | +73 | New |
| Team Financial Group, LLC | 73 | $5.99K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 76 | $6.25K | 0.00% | −11−12.6% | Reduced |
| Kilter Group LLC | 77 | $6.30K | 0.00% | +13+20.3% | Added |
| Clear Street Markets LLC | 78 | $6.38K | 0.00% | −15,119−99.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 78 | $6.38K | 0.01% | +78 | New |
| Stone House Investment Management, LLC | 83 | $6.79K | 0.00% | −3−3.5% | Reduced |
| Fortitude Family Office, LLC | 87 | $7.12K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $7.36K | 0.00% | +2+2.3% | Added |
| Private Wealth Management Group, LLC | 90 | $7.36K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $8.12K | 0.00% | 00.0% | Unchanged |