| Wood Tarver Financial Group, LLC | 10 | $0 | 0.00% | +10 | New |
| REAP Financial Group, LLC | 1 | $18 | 0.00% | +1 | New |
| NBC Securities, Inc. | 1 | $62 | 0.01% | −2,662−100.0% | Reduced |
| Creekmur Asset Management LLC | 2 | $73 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 8 | $291 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 8 | $291 | 0.00% | +8 | New |
| Chapman Financial Group, LLC | 10 | $364 | 0.00% | +10 | New |
| Millstone Evans Group, LLC | 17 | $617 | 0.00% | +17 | New |
| Richard W. Paul & Associates, LLC | 18 | $641 | 0.00% | −291−94.2% | Reduced |
| First Financial Corp | 18 | $654 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 20 | $722 | 0.00% | −137−87.3% | Reduced |
| Caitlin John, LLC | 20 | $726 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $726 | 0.00% | +20 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | $762 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $815 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 26 | $944 | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 27 | $981 | 0.00% | +27 | New |
| Raleigh Capital Management Inc. | 34 | $1.25K | 0.00% | −23,557−99.9% | Reduced |
| Mendota Financial Group, LLC | 37 | $1.34K | 0.00% | −1−2.6% | Reduced |
| Decker Retirement Planning Inc. | 38 | $1.38K | 0.00% | +38 | New |
| Kestra Investment Management, LLC | 40 | $1.44K | 0.00% | +40 | New |
| Glass Jacobson Investment Advisors llc | 46 | $1.67K | 0.00% | +46 | New |
| Van Hulzen Asset Management, LLC | 47 | $1.71K | 0.00% | +47 | New |
| TSFG, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 56 | $2.06K | 0.00% | −94−62.7% | Reduced |
| Tacita Capital Inc | 60 | $2.18K | 0.00% | +60 | New |
| Financial Perspectives, Inc | 61 | $2.22K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 70 | $2.54K | 0.00% | +2+2.9% | Added |
| MPWM Advisory Solutions, LLC | 72 | $2.62K | 0.00% | +72 | New |
| Tucker Asset Management LLC | 77 | $2.80K | 0.00% | +34+79.1% | Added |
| Bell Investment Advisors, Inc | 78 | $2.83K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 85 | $3.09K | 0.01% | +85 | New |
| Atlas Capital Advisors LLC | 86 | $3.12K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $3.63K | 0.00% | −493−83.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $3.63K | 0.00% | −9−8.3% | Reduced |
| Beacon Capital Management, LLC | 100 | $3.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 113 | $4.10K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 128 | $4.65K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 131 | $4.76K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 132 | $4.79K | 0.00% | +132 | New |
| Nemes Rush Group LLC | 140 | $5.08K | 0.00% | +140 | New |
| Bank of Jackson Hole Trust | 148 | $5.38K | 0.00% | +148 | New |
| JNBA Financial Advisors | 150 | $5.45K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $5.45K | 0.00% | +150 | New |
| NewSquare Capital LLC | 156 | $5.67K | 0.00% | +156 | New |
| Mather Group, LLC. | 164 | $5.96K | 0.00% | +104+173.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 183 | $6.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 170 | $6.73K | 0.00% | +76+80.9% | Added |
| BankPlus Trust Department | 186 | $6.76K | 0.00% | +186 | New |
| Transce3nd, LLC | 188 | $6.83K | 0.00% | +188 | New |
| Fourth Dimension Wealth, LLC | 193 | $7.01K | 0.00% | +193 | New |
| Sandy Spring Bank | 200 | $7.26K | 0.00% | −300−60.0% | Reduced |
| Kentucky Trust Co | 200 | $7.26K | 0.00% | +200 | New |
| SIMA Wealth Partners, LLC | 210 | $7.63K | 0.01% | +210 | New |
| William B. Walkup & Associates, Inc. | 212 | $7.70K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 214 | $7.77K | 0.00% | +214 | New |
| First Horizon Advisors, Inc. | 219 | $7.95K | 0.00% | −905−80.5% | Reduced |
| Key Financial Inc | 221 | $8.03K | 0.00% | +198+860.9% | Added |
| Independence Bank of Kentucky | 224 | $8.14K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 226 | $8.21K | 0.00% | +8+3.7% | Added |
| Salem Investment Counselors Inc | 235 | $8.71K | 0.00% | +138+142.3% | Added |
| UMA Financial Services, Inc. | 244 | $8.86K | 0.00% | +244 | New |
| Raiffeisen Bank International AG | 248 | $8.90K | 0.00% | +248 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 263 | $9.55K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 267 | $9.69K | 0.01% | +267 | New |
| Sierra Ocean, LLC | 274 | $9.97K | 0.01% | +274 | New |
| GW&K Investment Management, LLC | 267 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 277 | $10.1K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 291 | $10.5K | 0.00% | +31+11.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 300 | $10.9K | 0.00% | +100+50.0% | Added |
| Colonial Trust Advisors | 300 | $10.9K | 0.00% | +300 | New |
| St Germain D J Co Inc | 301 | $10.9K | 0.00% | +26+9.5% | Added |
| McIlrath & Eck, LLC | 304 | $11.0K | 0.00% | −1,869−86.0% | Reduced |
| Golden State Wealth Management, LLC | 305 | $11.1K | 0.00% | +305 | New |
| Asset Dedication, LLC | 315 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 322 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 325 | $11.8K | 0.00% | −115−26.1% | Reduced |
| Bessemer Group Inc | 336 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 354 | $12.9K | 0.00% | +17+5.0% | Added |
| Washington Trust Co | 368 | $13.4K | 0.00% | +368 | New |
| Winch Advisory Services, LLC | 374 | $13.6K | 0.00% | +134+55.8% | Added |
| Riverview Trust Co | 400 | $14.5K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $14.5K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 404 | $14.7K | 0.02% | +404 | New |
| Brown, Lisle/Cummings, Inc. | 410 | $14.9K | 0.00% | +8+2.0% | Added |
| Zions Bancorporation, N.A. | 424 | $15.4K | 0.00% | −101,956−99.6% | Reduced |
| JFS Wealth Advisors, LLC | 493 | $17.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $18.2K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 528 | $19.2K | 0.02% | +528 | New |
| Retirement Wealth Solutions LLC | 553 | $19.8K | 0.02% | +553 | New |
| Coston, McIsaac & Partners | 569 | $20.0K | 0.01% | −13−2.2% | Reduced |
| Avion Wealth | 560 | $20.0K | 0.01% | +12+2.2% | Added |
| Cape Investment Advisory, Inc. | 556 | $20.2K | 0.01% | +10+1.8% | Added |
| Hollencrest Capital Management | 600 | $21.8K | 0.00% | −4,000−87.0% | Reduced |
| Boyd Watterson Asset Management LLC | 600 | $21.8K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 600 | $21.8K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 608 | $22.0K | 0.02% | −1,664−73.2% | Reduced |
| Colonial Trust Co | 611 | $22.2K | 0.00% | −34−5.3% | Reduced |