| TFC Financial Management | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $83 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $166 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $166 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2 | $166 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $214 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 3 | $249 | 0.00% | +1+50.0% | Added |
| Davis Capital Management | 3 | $249 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $249 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $331 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $332 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $414 | 0.00% | +5 | New |
| Smallwood Wealth Investment Management, LLC | 6 | $497 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 6 | $497 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 7 | $580 | 0.00% | −1−12.5% | Reduced |
| Bullseye Investment Management, LLC | 7 | $580 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $580 | 0.00% | +2+40.0% | Added |
| Intentional Wealth Strategies, LLC | 7 | $580 | 0.00% | +7 | New |
| Signature Equity Partners, LLC | 8 | $663 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 9 | $746 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $828 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $829 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $829 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 10 | $829 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $829 | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $912 | 0.00% | +3+37.5% | Added |
| Private Trust Co NA | 12 | $994 | 0.00% | +12 | New |
| Twin Peaks Wealth Advisors, LLC | 12 | $994 | 0.00% | +12 | New |
| HM Payson & Co | 12 | $995 | 0.00% | −6−33.3% | Reduced |
| Pacer Advisors, Inc. | 17 | $1.00K | 0.00% | −5−22.7% | Reduced |
| NBT Bank N A | 14 | $1.16K | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 16 | $1.32K | 0.00% | +6+60.0% | Added |
| Marquette Asset Management, LLC | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 16 | $1.33K | 0.00% | +16 | New |
| Atlantic Trust, LLC | 17 | $1.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.41K | 0.00% | +5+41.7% | Added |
| Westside Investment Management, Inc. | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $1.49K | 0.00% | +11+157.1% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $1.57K | 0.00% | +1+5.6% | Added |
| IMA Wealth, Inc. | 20 | $1.66K | 0.00% | −3−13.0% | Reduced |
| Independence Bank of Kentucky | 20 | $1.66K | 0.00% | +20 | New |
| Arlington Trust Co LLC | 20 | $1.66K | 0.00% | +20 | New |
| Accent Capital Management, LLC | 20 | $1.66K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 20 | $1.66K | 0.00% | +20 | New |
| Curio Wealth, LLC | 21 | $1.74K | 0.00% | +1+5.0% | Added |
| North Star Investment Management Corp. | 23 | $1.91K | 0.00% | +5+27.8% | Added |
| CX Institutional | 26 | $2.00K | 0.00% | +26 | New |
| Horrell Capital Management, Inc. | 25 | $2.01K | 0.00% | +25 | New |
| Truvestments Capital LLC | 25 | $2.07K | 0.00% | +25 | New |
| Silicon Valley Capital Partners | 26 | $2.15K | 0.00% | +26 | New |
| TD Private Client Wealth LLC | 29 | $2.40K | 0.00% | +14+93.3% | Added |
| Kennebec Savings Bank | 32 | $2.65K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 32 | $2.65K | 0.00% | +15+88.2% | Added |
| SHP Wealth Management | 33 | $2.73K | 0.00% | +23+230.0% | Added |
| Olistico Wealth, LLC | 35 | $2.90K | 0.00% | +35 | New |
| Sound Income Strategies, LLC | 39 | $3.28K | 0.00% | −23−37.1% | Reduced |
| Toth Financial Advisory Corp | 40 | $3.31K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 40 | $3.31K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 41 | $3.40K | 0.00% | −1−2.4% | Reduced |
| Investors Research Corp | 41 | $3.40K | 0.00% | +31+310.0% | Added |
| Blue Bell Private Wealth Management, LLC | 44 | $3.65K | 0.00% | −1,156−96.3% | Reduced |
| McGuire Capital Advisors Inc | 44 | $3.65K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $3.73K | 0.00% | −1−2.2% | Reduced |
| Ares Financial Consulting, LLC | 46 | $3.86K | 0.00% | +46 | New |
| Rialto Wealth Management, LLC | 48 | $3.98K | 0.00% | +1+2.1% | Added |
| Harbor Investment Advisory, LLC | 50 | $4.14K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $4.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 50 | $4.14K | 0.00% | +36+257.1% | Added |
| Salem Investment Counselors Inc | 50 | $4.14K | 0.00% | +50 | New |
| Copia Wealth Management | 53 | $4.39K | 0.00% | +7+15.2% | Added |
| Beaird Harris Wealth Management, LLC | 55 | $4.56K | 0.00% | +31+129.2% | Added |
| Holos Integrated Wealth LLC | 50 | $4.63K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 58 | $4.81K | 0.00% | +58 | New |
| Stone House Investment Management, LLC | 59 | $4.89K | 0.00% | +2+3.5% | Added |
| Delos Wealth Advisors, LLC | 59 | $4.89K | 0.00% | +59 | New |
| Innovative Asset Advisors Group, LLC | 62 | $5.14K | 0.00% | +62 | New |
| Sachetta, LLC | 74 | $6.13K | 0.00% | +22+42.3% | Added |
| Your Advocates Ltd., LLP | 75 | $6.21K | 0.00% | +14+23.0% | Added |
| Godfrey Financial Associates, Inc. | 81 | $6.71K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 81 | $6.71K | 0.00% | +48+145.5% | Added |
| Rosenberg Matthew Hamilton | 83 | $6.88K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 85 | $7.04K | 0.00% | +20+30.8% | Added |
| AXS Investments LLC | 90 | $7.46K | 0.00% | −53−37.1% | Reduced |
| Hurley Capital, LLC | 90 | $7.46K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 93 | $7.71K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 97 | $8.04K | 0.00% | +20+26.0% | Added |
| MRP Capital Investments, LLC | 100 | $8.29K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 100 | $8.29K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 100 | $8.29K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $8.29K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 100 | $8.29K | 0.00% | +100 | New |
| Triumph Capital Management | 100 | $8.29K | 0.00% | +100 | New |
| Owl Creek Wealth Partners LLC | 100 | $8.29K | 0.00% | +100 | New |
| Keating Financial Advisory Services, Inc. | 102 | $8.45K | 0.00% | +25+32.5% | Added |
| Kemnay Advisory Services Inc. | 105 | $8.70K | 0.00% | +105 | New |
| Gen-Wealth Partners Inc | 108 | $8.95K | 0.00% | +108 | New |
| Meeder Asset Management Inc | 114 | $9.45K | 0.00% | −158−58.1% | Reduced |
| JFS Wealth Advisors, LLC | 116 | $9.61K | 0.00% | +65+127.5% | Added |
| SOA Wealth Advisors, LLC. | 116 | $9.61K | 0.00% | +116 | New |
