| Bank of Jackson Hole Trust | 3 | $208 | 0.00% | +3 | New |
| High Note Wealth, LLC | 4 | $278 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 6 | $417 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $417 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7 | $498 | 0.05% | −4,295−99.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 8 | $556 | 0.00% | +8 | New |
| Chesapeake Asset Management LLC | 10 | $694 | 0.00% | +10 | New |
| Sugar Maple Asset Management, LLC | 10 | $695 | 0.00% | +10 | New |
| MPWM Advisory Solutions, LLC | 12 | $833 | 0.00% | +12 | New |
| Wood Tarver Financial Group, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Parkworth Wealth Management, Inc. | 16 | $1.11K | 0.00% | +16 | New |
| Old Second National Bank of Aurora | 18 | $1.25K | 0.00% | +18 | New |
| Caitong International Asset Management Co., Ltd | 18 | $1.25K | 0.00% | +18 | New |
| Hartford Financial Management Inc. | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 19 | $1.32K | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 20 | $1.39K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 22 | $1.53K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 24 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 24 | $1.67K | 0.00% | +24 | New |
| 1620 Investment Advisors, Inc. | 24 | $1.69K | 0.00% | +24 | New |
| Toth Financial Advisory Corp | 25 | $1.74K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 26 | $1.81K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 27 | $1.88K | 0.00% | +27 | New |
| Caldwell Sutter Capital, Inc. | 28 | $1.95K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 26 | $2.00K | 0.00% | +26 | New |
| Sittner & Nelson, LLC | 30 | $2.08K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 32 | $2.22K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 32 | $2.22K | 0.00% | +32 | New |
| Quest 10 Wealth Builders, Inc. | 33 | $2.29K | 0.00% | +33 | New |
| HHM Wealth Advisors, LLC | 34 | $2.36K | 0.00% | +34 | New |
| MB, Levis & Associates, LLC | 35 | $2.43K | 0.00% | +35 | New |
| Sound Income Strategies, LLC | 36 | $2.50K | 0.00% | −32−47.1% | Reduced |
| PayPay Securities Corp | 36 | $2.50K | 0.11% | +36 | New |
| Financial Life Planners | 36 | $2.52K | 0.00% | +36 | New |
| Addison Advisors LLC | 39 | $2.71K | 0.00% | +39 | New |
| Barrett & Company, Inc. | 42 | $2.92K | 0.00% | +42 | New |
| Truvestments Capital LLC | 43 | $2.99K | 0.00% | +43 | New |
| North Star Investment Management Corp. | 48 | $3.33K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 48 | $3.33K | 0.01% | +48 | New |
| WealthTrak Capital Management LLC | 50 | $3.47K | 0.00% | +50 | New |
| Nemes Rush Group LLC | 52 | $3.61K | 0.00% | +52 | New |
| SJS Investment Consulting Inc. | 52 | $3.61K | 0.00% | −24−31.6% | Reduced |
| GoalVest Advisory LLC | 54 | $3.75K | 0.00% | +54 | New |
| Householder Group Estate & Retirement Specialist, LLC | 66 | $4.00K | 0.00% | −965−93.6% | Reduced |
| Westside Investment Management, Inc. | 60 | $4.17K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 60 | $4.17K | 0.00% | +10+20.0% | Added |
| Bellwether Advisors, LLC | 60 | $4.17K | 0.00% | +60 | New |
| Jackson, Grant Investment Advisers, Inc. | 64 | $4.45K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 68 | $4.72K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 73 | $5.07K | 0.00% | +3+4.3% | Added |
| WR Wealth Planners, LLC | 73 | $5.07K | 0.00% | +15+25.9% | Added |
| Cassady Schiller Wealth Management, LLC | 77 | $5.35K | 0.00% | +77 | New |
| Center for Financial Planning, Inc. | 78 | $5.42K | 0.00% | +78 | New |
| Cornerstone Planning Group LLC | 84 | $5.67K | 0.00% | +21+33.3% | Added |
| Pacific Center for Financial Services | 92 | $6.39K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 92 | $6.39K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 96 | $6.67K | 0.00% | −338−77.9% | Reduced |
| Salem Investment Counselors Inc | 100 | $6.96K | 0.00% | −220−68.8% | Reduced |
| Capital A Wealth Management, LLC | 101 | $7.01K | 0.01% | +101 | New |
| Mendota Financial Group, LLC | 102 | $7.08K | 0.00% | −4−3.8% | Reduced |
| Financial Avengers, Inc. | 103 | $7.12K | 0.00% | +1+1.0% | Added |
| Strategic Investment Solutions, Inc. | 103 | $7.14K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 103 | $7.15K | 0.00% | +103 | New |
| NewSquare Capital LLC | 104 | $7.22K | 0.00% | +104 | New |
| Bangor Savings Bank | 106 | $7.36K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 111 | $7.72K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 112 | $7.78K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 116 | $8.06K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 116 | $8.06K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 118 | $8.21K | 0.01% | −118−50.0% | Reduced |
| Tucker Asset Management LLC | 120 | $8.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 120 | $8.33K | 0.00% | +66+122.2% | Added |
| Evelyn Partners Asset Management Ltd | 124 | $8.61K | 0.00% | +124 | New |
| Rocky Mountain Advisers, LLC | 128 | $8.89K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 132 | $9.17K | 0.00% | −78−37.1% | Reduced |
| Carolinas Wealth Consulting LLC | 132 | $9.19K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 138 | $9.58K | 0.01% | +138 | New |
| Financial Management Professionals, Inc. | 139 | $9.65K | 0.00% | +11+8.6% | Added |
| True Wealth Design, LLC | 140 | $9.72K | 0.00% | +19+15.7% | Added |
| Hurley Capital, LLC | 136 | $9.88K | 0.01% | +136 | New |
| Clark Wealth Partners | 148 | $10.3K | 0.01% | +148 | New |
| Valued Wealth Advisors LLC | 148 | $10.3K | 0.01% | −29−16.4% | Reduced |
| Your Advocates Ltd., LLP | 150 | $10.4K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 160 | $11.1K | 0.01% | +160 | New |
| Riggs Asset Managment Co. Inc. | 166 | $11.5K | 0.00% | +82+97.6% | Added |
| Essex Investment Management Co LLC | 168 | $11.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 172 | $11.9K | 0.00% | −32−15.7% | Reduced |
| BankPlus Trust Department | 172 | $11.9K | 0.00% | +172 | New |
| Cherry Tree Wealth Management, LLC | 172 | $11.9K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 174 | $12.1K | 0.00% | +174 | New |
| Kentucky Trust Co | 176 | $12.2K | 0.01% | +176 | New |
| Rosenberg Matthew Hamilton | 190 | $13.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 190 | $13.2K | 0.03% | +190 | New |
| Private Wealth Management Group, LLC | 191 | $13.3K | 0.01% | +33+20.9% | Added |
| Hexagon Capital Partners LLC | 199 | $13.8K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $13.9K | 0.00% | −44−18.0% | Reduced |