| First Command Advisory Services, Inc. | 245 | $0 | 0.00% | +245 | New |
| Highline Wealth Partners LLC | 1 | $30 | 0.00% | −50−98.0% | Reduced |
| Sofos Investments, Inc. | 30 | $72 | 0.00% | −285−90.5% | Reduced |
| Tfo-TDC, LLC | 1 | $109 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 5 | $148 | 0.00% | −250−98.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 9 | $266 | 0.00% | +9 | New |
| Coppell Advisory Solutions LLC | 10 | $297 | 0.00% | +10 | New |
| Coppell Advisory Solutions Corp. | 10 | $297 | 0.00% | +10 | New |
| Addison Advisors LLC | 11 | $325 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 11 | $325 | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $384 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $443 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 15 | $443 | 0.00% | +15 | New |
| Lee Financial Co | 16 | $472 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17 | $502 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 24 | $709 | 0.00% | +24 | New |
| Hollencrest Capital Management | 25 | $738 | 0.00% | +25 | New |
| SOA Wealth Advisors, LLC. | 25 | $752 | 0.00% | −15−37.5% | Reduced |
| Raleigh Capital Management Inc. | 30 | $893 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 33 | $974 | 0.00% | +33 | New |
| Avion Wealth | 77 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 19 | $1.00K | 0.00% | +13+216.7% | Added |
| Sageworth Trust Co | 33 | $1.00K | 0.00% | +33 | New |
| Penserra Capital Management LLC | 54 | $1.00K | 0.00% | +54 | New |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | +24 | New |
| MBM Wealth Consultants, LLC | 37 | $1.00K | 0.00% | +37 | New |
| PFG Private Wealth Management, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Harvest Group Wealth Management, LLC | 36 | $1.06K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 39 | $1.15K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $1.48K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $1.48K | 0.00% | −516−91.2% | Reduced |
| Beacon Capital Management, LLC | 53 | $1.56K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 59 | $1.74K | 0.00% | +59 | New |
| Toth Financial Advisory Corp | 60 | $1.77K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 61 | $1.80K | 0.00% | +46+306.7% | Added |
| My Personal CFO, LLC | 63 | $1.86K | 0.00% | +63 | New |
| Johnson Financial Group, Inc. | 64 | $1.89K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 84 | $2.00K | 0.00% | +84 | New |
| Plante Moran Financial Advisors, LLC | 68 | $2.01K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 70 | $2.07K | 0.00% | −1−1.4% | Reduced |
| SJS Investment Consulting Inc. | 73 | $2.16K | 0.00% | +36+97.3% | Added |
| Abound Wealth Management | 81 | $2.40K | 0.00% | +15+22.7% | Added |
| Exchange Traded Concepts, LLC | 82 | $2.42K | 0.00% | +82 | New |
| Trifecta Capital Advisors, LLC | 85 | $2.51K | 0.00% | +85 | New |
| HM Payson & Co | 95 | $2.81K | 0.00% | +35+58.3% | Added |
| Your Advocates Ltd., LLP | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 131 | $3.00K | 0.00% | +131 | New |
| Focused Wealth Management, Inc | 110 | $3.25K | 0.00% | +1+0.9% | Added |
| Tortoise Investment Management, LLC | 113 | $3.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 115 | $3.40K | 0.00% | +115 | New |
| Rise Advisors, LLC | 122 | $3.60K | 0.00% | +1+0.8% | Added |
| Grove Bank & Trust | 150 | $4.00K | 0.00% | +150 | New |
| Coastal Capital Group, Inc. | 216 | $4.54K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 166 | $4.90K | 0.00% | +48+40.7% | Added |
| Carolinas Wealth Consulting LLC | 167 | $4.93K | 0.00% | −172−50.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 172 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 156 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 190 | $5.60K | 0.00% | +2+1.1% | Added |
| CVA Family Office, LLC | 190 | $5.61K | 0.00% | −15−7.3% | Reduced |
| Schubert & Co | 191 | $5.64K | 0.01% | −5−2.6% | Reduced |
| Earnest Partners LLC | 194 | $5.73K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $5.91K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 200 | $5.91K | 0.01% | +200 | New |
| KB Financial Partners, LLC | 217 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 188 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 197 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 217 | $6.41K | 0.00% | +94+76.4% | Added |
| Gradient Investments LLC | 225 | $6.64K | 0.00% | +184+448.8% | Added |
| Fiduciary Alliance LLC | 233 | $6.88K | 0.00% | +233 | New |
| Atlantic Trust, LLC | 226 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 239 | $7.06K | 0.00% | +193+419.6% | Added |
| Colonial Trust Co | 255 | $7.44K | 0.00% | +255 | New |
| EWG Elevate Inc. | 252 | $7.44K | 0.00% | +252 | New |
| Money Concepts Capital Corp | 287 | $8.47K | 0.00% | −413−59.0% | Reduced |
| MV Capital Management, Inc. | 304 | $8.98K | 0.00% | +12+4.1% | Added |
| Allworth Financial LP | 310 | $9.15K | 0.00% | +73+30.8% | Added |
| Activest Wealth Management | 318 | $9.39K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 332 | $10.0K | 0.00% | −399−54.6% | Reduced |
| Tyler-Stone Wealth Management | 322 | $10.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 347 | $10.2K | 0.00% | +5+1.5% | Added |
| Costello Asset Management, INC | 350 | $10.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 368 | $10.9K | 0.00% | +32+9.5% | Added |
| Accurate Wealth Management, LLC | 355 | $11.0K | 0.00% | +355 | New |
| Meeder Asset Management Inc | 388 | $11.5K | 0.00% | −10,339−96.4% | Reduced |
| Geneos Wealth Management Inc. | 401 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 408 | $12.0K | 0.00% | +17+4.3% | Added |
| Crewe Advisors LLC | 409 | $12.1K | 0.00% | −365−47.2% | Reduced |
| Farther Finance Advisors, LLC | 421 | $12.4K | 0.00% | +421 | New |
| Central Bank & Trust Co | 443 | $13.1K | 0.00% | +151+51.7% | Added |
| AdvisorNet Financial, Inc | 445 | $13.1K | 0.00% | +21+5.0% | Added |
| Quarry LP | 455 | $13.4K | 0.01% | +455 | New |
| Baker Avenue Asset Management, LP | 482 | $14.2K | 0.00% | +482 | New |
| AXS Investments LLC | 486 | $14.4K | 0.01% | +486 | New |
| GHP Investment Advisors, Inc. | 498 | $14.7K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 505 | $14.9K | 0.00% | +171+51.2% | Added |
| TSFG, LLC | 501 | $15.0K | 0.01% | +1+0.2% | Added |
| Riverview Trust Co | 535 | $16.0K | 0.02% | +535 | New |