| Beaird Harris Wealth Management, LLC | 2 | $295 | 0.00% | −4−66.7% | Reduced |
| Pineridge Advisors LLC | 2 | $295 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $295 | 0.00% | +1+100.0% | Added |
| Davis Capital Management | 2 | $295 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $296 | 0.00% | −750−99.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 3 | $384 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $443 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $443 | 0.00% | +3 | New |
| North Capital, Inc. | 3 | $443 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 3 | $465 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $590 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4 | $590 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $590 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $590 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 4 | $590 | 0.00% | +4 | New |
| Ameritas Advisory Services, LLC | 5 | $738 | 0.00% | −440−98.9% | Reduced |
| Binnacle Investments Inc | 5 | $738 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $738 | 0.00% | +2+66.7% | Added |
| Hurley Capital, LLC | 5 | $738 | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $740 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $755 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 7 | $1.03K | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 8 | $1.18K | 0.00% | +8 | New |
| North Ridge Wealth Advisors, Inc. | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $1.48K | 0.00% | +6+150.0% | Added |
| Activest Wealth Management | 11 | $1.62K | 0.00% | +11 | New |
| Abich Financial Wealth Management LLC | 11 | $1.62K | 0.00% | +11 | New |
| Clark Wealth Partners | 12 | $1.63K | 0.00% | +12 | New |
| Nalls Sherbakoff Group, LLC | 12 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.77K | 0.00% | +3+33.3% | Added |
| American National Bank | 13 | $1.92K | 0.00% | +13 | New |
| Winthrop Capital Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 14 | $2.06K | 0.00% | +14 | New |
| Wealth Watch Advisors, INC | 14 | $2.06K | 0.00% | +14 | New |
| Hager Investment Management Services, LLC | 15 | $2.21K | 0.00% | −6−28.6% | Reduced |
| Kennebec Savings Bank | 16 | $2.36K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 19 | $2.71K | 0.00% | +19 | New |
| Guerra Advisors Inc | 19 | $2.80K | 0.00% | +19 | New |
| Medallion Wealth Advisors, LLC | 20 | $2.95K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $2.95K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 20 | $2.95K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $3.10K | 0.00% | −22−51.2% | Reduced |
| Bare Financial Services, Inc | 21 | $3.10K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $3.10K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $3.12K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 23 | $3.39K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 23 | $3.39K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 25 | $3.69K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 26 | $3.85K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 30 | $4.00K | 0.00% | +30 | New |
| City State Bank | 28 | $4.13K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $4.28K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 30 | $4.42K | 0.00% | +30 | New |
| Abound Wealth Management | 32 | $4.72K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 33 | $4.87K | 0.00% | +33 | New |
| Cornerstone Planning Group LLC | 1,025 | $4.99K | 0.00% | +1,001+4,170.8% | Added |
| Avion Wealth | 36 | $5.00K | 0.00% | +6+20.0% | Added |
| Harvest Fund Management Co., Ltd | 31 | $5.00K | 0.00% | +31 | New |
| Rosenberg Matthew Hamilton | 35 | $5.16K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 36 | $5.31K | 0.00% | −17−32.1% | Reduced |
| Accent Capital Management, LLC | 36 | $5.31K | 0.00% | +36 | New |
| Meeder Asset Management Inc | 37 | $5.46K | 0.00% | −3−7.5% | Reduced |
| Financial Management Professionals, Inc. | 42 | $6.20K | 0.00% | +41+4,100.0% | Added |
| WPG Advisers, LLC | 45 | $6.64K | 0.01% | +40+800.0% | Added |
| Marquette Asset Management, LLC | 45 | $6.64K | 0.00% | +45 | New |
| Kilter Group LLC | 47 | $6.93K | 0.00% | +12+34.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 49 | $7.23K | 0.00% | +49 | New |
| Colonial Trust Advisors | 50 | $7.38K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $7.38K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 52 | $7.67K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 56 | $8.26K | 0.00% | +56 | New |
| Raffa Wealth Management, LLC | 57 | $8.41K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 63 | $9.29K | 0.00% | +4+6.8% | Added |
| Oakworth Capital, Inc. | 68 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 70 | $10.3K | 0.00% | −15−17.6% | Reduced |
| Copia Wealth Management | 70 | $10.3K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 71 | $10.5K | 0.00% | +71 | New |
| Trust Co of Toledo NA | 75 | $11.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 75 | $11.1K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 76 | $11.2K | 0.00% | +63+484.6% | Added |
| Salomon & Ludwin, LLC | 79 | $11.8K | 0.00% | +79 | New |
| CVA Family Office, LLC | 82 | $12.1K | 0.00% | +10+13.9% | Added |
| MV Capital Management, Inc. | 83 | $12.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 87 | $12.8K | 0.00% | +6+7.4% | Added |
| Harbor Investment Advisory, LLC | 90 | $13.3K | 0.00% | +45+100.0% | Added |
| FSA Wealth Management LLC | 89 | $13.5K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 92 | $13.6K | 0.00% | +14+17.9% | Added |
| JFS Wealth Advisors, LLC | 96 | $14.2K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 98 | $14.5K | 0.00% | +98 | New |
| Hopwood Financial Services, Inc. | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $14.8K | 0.01% | +100 | New |
| Hantz Financial Services, Inc. | 102 | $15.0K | 0.00% | +73+251.7% | Added |
| American Capital Advisory, LLC | 103 | $15.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $15.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 108 | $15.9K | 0.00% | 00.0% | Unchanged |