| West Paces Advisors Inc. | 1 | $135 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $136 | 0.00% | −16−94.1% | Reduced |
| Redwood Park Advisors LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $136 | 0.00% | +1 | New |
| Tidemark, LLC | 2 | $270 | 0.00% | −10−83.3% | Reduced |
| Global Trust Asset Management, LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 2 | $270 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $270 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 3 | $405 | 0.00% | −21,751−100.0% | Reduced |
| Motco | 3 | $405 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $406 | 0.00% | −14−82.4% | Reduced |
| Sittner & Nelson, LLC | 3 | $406 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $409 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $540 | 0.00% | −56−93.3% | Reduced |
| Robinswood Financial LLC | 4 | $540 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4 | $541 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $675 | 0.00% | −80−94.1% | Reduced |
| NVWM, LLC | 5 | $675 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 5 | $675 | 0.00% | +5 | New |
| Spectrum Wealth Advisory Group, LLC | 5 | $677 | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $678 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $810 | 0.00% | +6 | New |
| Continuum Advisory, LLC | 6 | $810 | 0.00% | +6 | New |
| LRI Investments, LLC | 6 | $810 | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $810 | 0.00% | +6 | New |
| TFC Financial Management | 6 | $811 | 0.00% | +6 | New |
| Elevated Capital Advisors, LLC | 7 | $945 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7 | $945 | 0.00% | +7 | New |
| Foster Dykema Cabot & Partners, LLC | 7 | $948 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | −71−93.4% | Reduced |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | +9 | New |
| Valley National Advisers Inc | 8 | $1.08K | 0.00% | +2+33.3% | Added |
| Highland Investment Advisors LLC | 8 | $1.10K | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $1.22K | 0.00% | +1+12.5% | Added |
| RMG Wealth Management LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $1.31K | 0.00% | +4+80.0% | Added |
| MTM Investment Management, LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 11 | $1.49K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $1.53K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $1.55K | 0.00% | +12 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 12 | $1.62K | 0.00% | −1,289−99.1% | Reduced |
| HFM Investment Advisors, LLC | 12 | $1.62K | 0.00% | +5+71.4% | Added |
| Ankerstar Wealth, LLC | 12 | $1.63K | 0.00% | −8−40.0% | Reduced |
| Abound Wealth Management | 13 | $1.76K | 0.00% | −5−27.8% | Reduced |
| Burk Holdings LLC | 14 | $1.89K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 14 | $1.89K | 0.00% | +14 | New |
| Provenance Wealth Advisors, LLC | 15 | $2.02K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $2.03K | 0.00% | +1+7.1% | Added |
| Ninety One UK Ltd | 15 | $2.03K | 0.00% | +5+50.0% | Added |
| IMA Wealth, Inc. | 15 | $2.03K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 17 | $2.26K | 0.00% | −11−39.3% | Reduced |
| American Capital Advisory, LLC | 17 | $2.30K | 0.00% | +13+325.0% | Added |
| BOK Financial Private Wealth, Inc. | 17 | $2.30K | 0.00% | +17 | New |
| Bare Financial Services, Inc | 18 | $2.43K | 0.00% | −9−33.3% | Reduced |
| Retirement Wealth Solutions LLC | 18 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $2.47K | 0.00% | −51−70.8% | Reduced |
| IMG Wealth Management, Inc. | 19 | $2.57K | 0.00% | +1+5.6% | Added |
| Fulcrum Asset Management LLP | 20 | $2.59K | 0.00% | +20 | New |
| ZRC Wealth Management, LLC | 20 | $2.70K | 0.00% | 00.0% | Unchanged |
| First National Bank | 20 | $2.70K | 0.00% | +20 | New |
| Cape Investment Advisory, Inc. | 20 | $2.70K | 0.00% | +20 | New |
| Commonwealth Retirement Investments LLC | 20 | $2.70K | 0.00% | +20 | New |
| Dogwood Wealth Management LLC | 21 | $2.84K | 0.00% | +8+61.5% | Added |
| Winch Advisory Services, LLC | 21 | $2.87K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 22 | $2.97K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 22 | $2.97K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $2.97K | 0.00% | +22 | New |
| Groesbeck Investment Management Corp | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 26 | $3.08K | 0.00% | +26 | New |
| Arlington Trust Co LLC | 23 | $3.11K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $3.12K | 0.00% | +5+27.8% | Added |
| Basecamp Wealth Advisors LLC | 24 | $3.24K | 0.00% | −35−59.3% | Reduced |
| Kilter Group LLC | 25 | $3.38K | 0.00% | −2−7.4% | Reduced |
| CDKV Holdings LLC | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 25 | $3.38K | 0.00% | +17+212.5% | Added |
| Barrett & Company, Inc. | 25 | $3.38K | 0.00% | +25 | New |
| Transamerica Financial Advisors, Inc. | 25 | $3.38K | 0.00% | −7−21.9% | Reduced |
| Plato Investment Management Ltd | 26 | $3.49K | 0.00% | +26 | New |
| Prestige Wealth Management Group LLC | 26 | $3.52K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 26 | $3.52K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 26 | $3.54K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 27 | $3.65K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $3.78K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 28 | $3.78K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 28 | $3.78K | 0.00% | +28 | New |
| Creative Capital Management Investments LLC | 28 | $3.78K | 0.00% | +28 | New |
| Investment Counsel Co of Nevada | 28 | $3.78K | 0.01% | +28 | New |
| Evolution Wealth Management Inc. | 29 | $3.92K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $4.05K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 30 | $4.05K | 0.00% | +30 | New |
| Atlantic Trust, LLC | 31 | $4.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $4.19K | 0.00% | +2+6.9% | Added |