| Wood Tarver Financial Group, LLC | 8 | $0 | 0.00% | +8 | New |
| Concord Wealth Partners | 8 | $391 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $440 | 0.00% | −80−89.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $488 | 0.00% | −95−90.5% | Reduced |
| High Note Wealth, LLC | 10 | $488 | 0.00% | +10 | New |
| Mendota Financial Group, LLC | 12 | $586 | 0.00% | −41−77.4% | Reduced |
| Transce3nd, LLC | 14 | $665 | 0.00% | +14 | New |
| Strategic Investment Solutions, Inc. | 16 | $790 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 20 | $977 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 23 | $1.00K | 0.00% | +1+4.5% | Added |
| HighMark Wealth Management LLC | 22 | $1.07K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 26 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 26 | $1.27K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 27 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $1.47K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 32 | $1.56K | 0.00% | +32 | New |
| Abound Wealth Management | 35 | $1.71K | 0.00% | −4−10.3% | Reduced |
| IMG Wealth Management, Inc. | 39 | $1.90K | 0.00% | +39 | New |
| Wiser Advisor Group LLC | 39 | $1.92K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 40 | $1.95K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 44 | $2.15K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 44 | $2.15K | 0.00% | +44 | New |
| Colonial Trust Co | 44 | $2.16K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 49 | $2.37K | 0.00% | +2+4.3% | Added |
| Global Financial Private Client, LLC | 49 | $2.39K | 0.00% | −107−68.6% | Reduced |
| Fortitude Family Office, LLC | 54 | $2.64K | 0.00% | +54 | New |
| Capital A Wealth Management, LLC | 54 | $2.64K | 0.00% | +54 | New |
| Kayne Anderson Rudnick Investment Management LLC | 58 | $2.88K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 61 | $2.98K | 0.00% | +61 | New |
| Glen Eagle Advisors, LLC | 62 | $3.01K | 0.00% | +1+1.6% | Added |
| WPG Advisers, LLC | 63 | $3.08K | 0.00% | +63 | New |
| SJS Investment Consulting Inc. | 64 | $3.10K | 0.00% | +2+3.2% | Added |
| Darwin Advisors, LLC | 68 | $3.32K | 0.00% | +68 | New |
| Bank of Jackson Hole Trust | 70 | $3.42K | 0.00% | +70 | New |
| Albion Financial Group | 73 | $3.56K | 0.00% | +73 | New |
| Kestra Investment Management, LLC | 74 | $3.62K | 0.00% | +74 | New |
| Coastline Trust Co | 80 | $3.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $3.91K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 89 | $4.00K | 0.00% | −100−52.9% | Reduced |
| Rialto Wealth Management, LLC | 91 | $4.44K | 0.00% | +91 | New |
| Birchbrook, Inc. | 93 | $4.54K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $4.88K | 0.00% | −100−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 100 | $4.88K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $4.88K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 101 | $4.93K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 102 | $4.98K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 116 | $5.63K | 0.00% | +116 | New |
| Zions Bancorporation, N.A. | 119 | $5.81K | 0.00% | −134−53.0% | Reduced |
| Missouri Trust & Investment Co | 125 | $6.10K | 0.00% | +75+150.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 126 | $6.15K | 0.00% | +126 | New |
| Washington Trust Co | 133 | $6.49K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 141 | $6.88K | 0.01% | +141 | New |
| Golden State Wealth Management, LLC | 141 | $6.92K | 0.00% | +141 | New |
| Old Point Trust & Financial Services N A | 143 | $6.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 146 | $7.29K | 0.00% | +64+78.0% | Added |
| NewSquare Capital LLC | 150 | $7.33K | 0.00% | +150 | New |
| Evelyn Partners Investment Management Services Ltd | 155 | $7.57K | 0.00% | +155 | New |
| Creative Financial Designs Inc | 160 | $7.81K | 0.00% | +3+1.9% | Added |
| Armstrong Advisory Group, Inc | 160 | $7.81K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 160 | $7.81K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 164 | $8.01K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 166 | $8.11K | 0.00% | −400−70.7% | Reduced |
| Decker Retirement Planning Inc. | 170 | $8.30K | 0.00% | +170 | New |
| WealthCollab, LLC | 175 | $8.55K | 0.01% | −397−69.4% | Reduced |
| Orion Capital Management LLC | 180 | $8.79K | 0.00% | +180 | New |
| Creekmur Asset Management LLC | 192 | $9.38K | 0.00% | +1+0.5% | Added |
| True Wealth Design, LLC | 196 | $9.57K | 0.00% | +23+13.3% | Added |
| Rakuten Securities, Inc. | 204 | $9.96K | 0.00% | +75+58.1% | Added |
| AlphaMark Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 205 | $10.0K | 0.00% | +5+2.5% | Added |
| Fedenia Advisers LLC | 206 | $10.1K | 0.01% | +206 | New |
| Stonebridge Financial Group, LLC | 220 | $10.7K | 0.00% | +220 | New |
| Coston, McIsaac & Partners | 234 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 232 | $11.3K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 233 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 235 | $11.5K | 0.01% | −87−27.0% | Reduced |
| Sound Income Strategies, LLC | 239 | $11.7K | 0.00% | −291−54.9% | Reduced |
| Beacon Capital Management, LLC | 244 | $11.9K | 0.00% | −79−24.5% | Reduced |
| Princeton Global Asset Management LLC | 247 | $12.1K | 0.00% | +5+2.1% | Added |
| Trust Co | 249 | $12.2K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 250 | $12.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 275 | $13.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 297 | $14.5K | 0.01% | −403−57.6% | Reduced |
| CoreFirst Bank & Trust | 300 | $14.6K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 330 | $16.1K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 340 | $16.6K | 0.02% | −125−26.9% | Reduced |
| Boyd Watterson Asset Management LLC | 360 | $17.6K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 359 | $17.6K | 0.01% | +359 | New |
| Financial Perspectives, Inc | 365 | $17.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 372 | $18.2K | 0.00% | +360+3,000.0% | Added |
| Oarsman Capital, Inc. | 375 | $18.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 379 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 396 | $19.3K | 0.00% | +11+2.9% | Added |
| Parvin Asset Management, LLC | 400 | $19.5K | 0.02% | +400 | New |
| Global Wealth Strategies & Associates | 413 | $20.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 425 | $20.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 433 | $21.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 435 | $21.3K | 0.00% | +5+1.2% | Added |