| Avion Wealth | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $33 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $33 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 2 | $67 | 0.00% | +2 | New |
| Torren Management, LLC | 3 | $83 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 4 | $134 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $166 | 0.00% | −31−86.1% | Reduced |
| Maryland Capital Advisors Inc. | 5 | $167 | 0.00% | +5 | New |
| MidFirst Bank | 6 | $200 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $233 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $266 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 9 | $299 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 9 | $299 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $333 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $333 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 12 | $399 | 0.00% | +12 | New |
| American Capital Advisory, LLC | 12 | $400 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 13 | $433 | 0.00% | −4−23.5% | Reduced |
| DecisionPoint Financial, LLC | 15 | $511 | 0.00% | +15 | New |
| Dunhill Financial, LLC | 16 | $555 | 0.00% | −2−11.1% | Reduced |
| Y.D. More Investments Ltd | 4,988 | $557 | 0.00% | +172+3.6% | Added |
| McGuire Capital Advisors Inc | 18 | $596 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 18 | $615 | 0.00% | +18 | New |
| Highline Wealth Partners LLC | 19 | $632 | 0.00% | +18+1,800.0% | Added |
| Brown, Lisle/Cummings, Inc. | 20 | $665 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $665 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $665 | 0.00% | +5+33.3% | Added |
| Financial Consulate, Inc | 20 | $666 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 20 | $671 | 0.00% | −2,281−99.1% | Reduced |
| Lodestone Wealth Management LLC | 22 | $719 | 0.00% | +1+4.8% | Added |
| Synergy Investment Management, LLC | 24 | $777 | 0.00% | −7−22.6% | Reduced |
| Bell Investment Advisors, Inc | 27 | $899 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $908 | 0.00% | −18−40.0% | Reduced |
| Navigoe, LLC | 32 | $1.00K | 0.00% | +32 | New |
| West Financial Advisors, LLC | 31 | $1.02K | 0.00% | +1+3.3% | Added |
| TFC Financial Management | 31 | $1.03K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 31 | $1.04K | 0.00% | −62−66.7% | Reduced |
| Cornerstone Financial Management LLC | 37 | $1.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 38 | $1.26K | 0.00% | +2+5.6% | Added |
| Grove Bank & Trust | 47 | $1.56K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 47 | $1.56K | 0.00% | +7+17.5% | Added |
| Raffa Wealth Management, LLC | 51 | $1.70K | 0.00% | +4+8.5% | Added |
| Transamerica Financial Advisors, Inc. | 53 | $1.78K | 0.00% | +45+562.5% | Added |
| JPL Wealth Management, LLC | 54 | $1.80K | 0.00% | +54 | New |
| UMA Financial Services, Inc. | 58 | $1.93K | 0.00% | −99−63.1% | Reduced |
| South State Corp. | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 67 | $2.23K | 0.00% | +25+59.5% | Added |
| HFM Investment Advisors, LLC | 67 | $2.23K | 0.00% | +37+123.3% | Added |
| Spire Wealth Management | 70 | $2.33K | 0.00% | +2+2.9% | Added |
| Richardson Financial Services Inc. | 70 | $2.33K | 0.00% | +70 | New |
| Cornerstone Planning Group LLC | 75 | $2.43K | 0.00% | +11+17.2% | Added |
| Rossby Financial, LCC | 74 | $2.46K | 0.00% | −2,439−97.1% | Reduced |
| Gilpin Wealth Management, LLC | 77 | $2.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 81 | $2.69K | 0.00% | +2+2.5% | Added |
| SHP Wealth Management | 83 | $2.76K | 0.00% | +21+33.9% | Added |
| Bare Financial Services, Inc | 86 | $2.86K | 0.00% | +25+41.0% | Added |
| Bay Harbor Wealth Management, LLC | 90 | $2.99K | 0.00% | +28+45.2% | Added |
| SOA Wealth Advisors, LLC. | 93 | $3.08K | 0.00% | +1+1.1% | Added |
| Cassaday & Co Wealth Management LLC | 94 | $3.13K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $3.33K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 106 | $3.53K | 0.00% | +106 | New |
| Sachetta, LLC | 110 | $3.66K | 0.00% | +17+18.3% | Added |
| Principia Wealth Advisory, LLC | 111 | $3.69K | 0.00% | +28+33.7% | Added |
| Rialto Wealth Management, LLC | 112 | $3.73K | 0.00% | +11+10.9% | Added |
| Continuum Advisory, LLC | 127 | $4.22K | 0.00% | +127 | New |
| Creative Capital Management Investments LLC | 128 | $4.26K | 0.00% | +128 | New |
| Clark Wealth Partners | 157 | $5.28K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 164 | $5.51K | 0.00% | +55+50.5% | Added |
| Leonteq Securities AG | 176 | $5.86K | 0.00% | −8,332−97.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 184 | $6.12K | 0.00% | +3+1.7% | Added |
| POM Investment Strategies, LLC | 190 | $6.32K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 193 | $6.42K | 0.00% | +193 | New |
| Allianz SE | 198 | $6.59K | 0.00% | +198 | New |
| Triumph Capital Management | 200 | $6.65K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $6.65K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $6.65K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 202 | $6.79K | 0.00% | +110+119.6% | Added |
| Farmers & Merchants Investments Inc | 215 | $7.15K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 254 | $8.00K | 0.00% | +212+504.8% | Added |
| Institute for Wealth Management, LLC. | 241 | $8.02K | 0.00% | +241 | New |
| Aspect Partners, LLC | 243 | $8.09K | 0.00% | +243 | New |
| Tompkins Financial Corp | 250 | $8.32K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $8.32K | 0.00% | +250 | New |
| Ogorek Anthony Joseph | 289 | $9.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 275 | $9.15K | 0.00% | +191+227.4% | Added |
| Decker Retirement Planning Inc. | 281 | $9.35K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $9.68K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 296 | $9.84K | 0.00% | −5−1.7% | Reduced |
| Alpine Bank Wealth Management | 300 | $9.98K | 0.00% | +300 | New |
| South Dakota Investment Council | 292 | $10.0K | 0.00% | −3,650−92.6% | Reduced |
| Bokf, NA | 347 | $11.5K | 0.00% | +347 | New |
| Fortitude Family Office, LLC | 366 | $12.2K | 0.00% | +64+21.2% | Added |
| Key Capital Management, INC | 369 | $12.3K | 0.01% | −732−66.5% | Reduced |
| Massmutual Trust Co FSB | 388 | $12.9K | 0.00% | +3+0.8% | Added |
| Quent Capital, LLC | 392 | $13.0K | 0.00% | +56+16.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $13.3K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 410 | $13.6K | 0.00% | +410 | New |
| Ameriflex Group, Inc. | 413 | $13.7K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 419 | $13.9K | 0.00% | +69+19.7% | Added |
| ZRC Wealth Management, LLC | 423 | $14.1K | 0.00% | +325+331.6% | Added |