| Raleigh Capital Management Inc. | 0 | $36 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $179 | 0.00% | −2−66.7% | Reduced |
| SHP Wealth Management | 1 | $179 | 0.00% | +1 | New |
| United Financial Planning Group LLC | 1 | $179 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $357 | 0.00% | +1+100.0% | Added |
| Luken Investment Analytics, LLC | 2 | $357 | 0.00% | +2 | New |
| Atlantic Private Wealth, LLC | 2 | $357 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 2 | $357 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $358 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $536 | 0.00% | −1−25.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $536 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $536 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $536 | 0.00% | +1+50.0% | Added |
| Bare Financial Services, Inc | 4 | $714 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $714 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $714 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $714 | 0.00% | +1+33.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $856 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $1.07K | 0.00% | −1−14.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $1.25K | 0.00% | +7 | New |
| TFC Financial Management | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 8 | $1.43K | 0.00% | +8 | New |
| International Assets Investment Management, LLC | 9 | $1.61K | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 9 | $1.61K | 0.00% | −11−55.0% | Reduced |
| CGC Financial Services, LLC | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 11 | $1.96K | 0.00% | +11 | New |
| Kilter Group LLC | 11 | $1.97K | 0.00% | −3−21.4% | Reduced |
| Pacific Center for Financial Services | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 9 | $2.00K | 0.00% | +1+12.5% | Added |
| Cornerstone Financial Management LLC | 12 | $2.14K | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 12 | $2.14K | 0.00% | +2+20.0% | Added |
| IMG Wealth Management, Inc. | 13 | $2.32K | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 15 | $2.68K | 0.00% | +6+66.7% | Added |
| South State Corp. | 15 | $2.68K | 0.00% | −64−81.0% | Reduced |
| Raffa Wealth Management, LLC | 15 | $2.68K | 0.00% | +8+114.3% | Added |
| Maseco LLP | 15 | $2.70K | 0.00% | +15 | New |
| IMA Wealth, Inc. | 16 | $2.86K | 0.00% | +16 | New |
| T. Rowe Price Investment Management, Inc. | 15 | $3.00K | 0.00% | +3+25.0% | Added |
| Rialto Wealth Management, LLC | 17 | $3.04K | 0.00% | −1−5.6% | Reduced |
| Quaker Wealth Management, LLC | 17 | $3.04K | 0.00% | +1+6.3% | Added |
| Toth Financial Advisory Corp | 20 | $3.57K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $3.57K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $3.57K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 20 | $3.57K | 0.00% | +20 | New |
| Ares Financial Consulting, LLC | 20 | $3.57K | 0.00% | +20 | New |
| MV Capital Management, Inc. | 21 | $3.75K | 0.00% | +1+5.0% | Added |
| ZRC Wealth Management, LLC | 22 | $3.93K | 0.00% | −7−24.1% | Reduced |
| Altshuler Shaham Ltd | 23 | $4.11K | 0.00% | +1+4.5% | Added |
| Howard Hughes Medical Institute | 26 | $4.64K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $4.79K | 0.00% | −33−56.9% | Reduced |
| Avion Wealth | 29 | $5.00K | 0.00% | −5−14.7% | Reduced |
| Webster Bank, N. A. | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 30 | $5.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $5.36K | 0.00% | −224−88.2% | Reduced |
| Dunhill Financial, LLC | 31 | $5.57K | 0.00% | +2+6.9% | Added |
| DiNuzzo Private Wealth, Inc. | 34 | $6.07K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 34 | $6.11K | 0.00% | +34 | New |
| Meeder Asset Management Inc | 35 | $6.25K | 0.00% | −35−50.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 35 | $6.25K | 0.00% | +35 | New |
| Darwin Advisors, LLC | 36 | $6.43K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 38 | $6.79K | 0.00% | +38 | New |
| Rothschild Investment LLC | 40 | $7.21K | 0.00% | +9+29.0% | Added |
| Cornerstone Planning Group LLC | 35 | $7.23K | 0.00% | −469−93.1% | Reduced |
| Addison Advisors LLC | 42 | $7.50K | 0.00% | +19+82.6% | Added |
| Grove Bank & Trust | 44 | $7.86K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 45 | $8.05K | 0.00% | +45 | New |
| Moisand Fitzgerald Tamayo, LLC | 46 | $8.22K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 48 | $8.57K | 0.00% | +48 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $8.93K | 0.00% | +10+25.0% | Added |
| Millstone Evans Group, LLC | 51 | $9.11K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $9.11K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 52 | $9.29K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 55 | $9.82K | 0.01% | +55 | New |
| WPG Advisers, LLC | 56 | $10.0K | 0.01% | +56 | New |
| Valued Wealth Advisors LLC | 57 | $10.1K | 0.00% | +5+9.6% | Added |
| TD Private Client Wealth LLC | 59 | $10.5K | 0.00% | −3−4.8% | Reduced |
| Financial Management Professionals, Inc. | 60 | $10.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $11.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 67 | $12.1K | 0.00% | +1+1.5% | Added |
| Ancora Advisors, LLC | 68 | $12.1K | 0.00% | −2−2.9% | Reduced |
| Legacy Wealth Managment, LLC | 70 | $12.5K | 0.01% | +62+775.0% | Added |
| Caitlin John, LLC | 74 | $13.2K | 0.01% | −362−83.0% | Reduced |
| WealthCollab, LLC | 74 | $13.2K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 74 | $13.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 77 | $13.8K | 0.00% | −11−12.5% | Reduced |
| Farmers & Merchants Investments Inc | 77 | $13.8K | 0.00% | −1−1.3% | Reduced |
| Contravisory Investment Management, Inc. | 78 | $13.9K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 79 | $14.1K | 0.00% | +79 | New |
| Fortitude Family Office, LLC | 80 | $14.3K | 0.00% | +2+2.6% | Added |
| CBIZ Investment Advisory Services, LLC | 80 | $14.3K | 0.00% | +80 | New |
| Westside Investment Management, Inc. | 84 | $15.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 84 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 84 | $15.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 88 | $16.0K | 0.00% | +4+4.8% | Added |
| Private Wealth Management Group, LLC | 90 | $16.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 94 | $16.8K | 0.00% | +94 | New |
| Citizens National Bank Trust Department | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 101 | $18.1K | 0.01% | +101 | New |
| CVA Family Office, LLC | 102 | $18.2K | 0.00% | +1+1.0% | Added |