| MJT & Associates Financial Advisory Group, Inc. | 3 | $125 | 0.00% | +3 | New |
| Perkins Coie Trust Co | 7 | $289 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 7 | $290 | 0.00% | −1−12.5% | Reduced |
| High Note Wealth, LLC | 8 | $331 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $374 | 0.00% | −25−73.5% | Reduced |
| Wood Tarver Financial Group, LLC | 10 | $414 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 11 | $468 | 0.00% | +11 | New |
| WealthCollab, LLC | 16 | $662 | 0.00% | +16 | New |
| Millstone Evans Group, LLC | 17 | $703 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $815 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $827 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 26 | $1.08K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 30 | $1.24K | 0.00% | +30 | New |
| HighMark Wealth Management LLC | 32 | $1.32K | 0.00% | +32 | New |
| Crewe Advisors LLC | 33 | $1.37K | 0.00% | +33 | New |
| Private Wealth Asset Management, LLC | 37 | $1.53K | 0.00% | +37 | New |
| VSM Wealth Advisory, LLC | 37 | $1.55K | 0.00% | +37 | New |
| Glass Jacobson Investment Advisors llc | 46 | $1.67K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 55 | $2.27K | 0.00% | −212−79.4% | Reduced |
| Carolinas Wealth Consulting LLC | 56 | $2.30K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 60 | $2.48K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 61 | $2.52K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 65 | $2.69K | 0.00% | −673−91.2% | Reduced |
| Bank of Jackson Hole Trust | 71 | $2.76K | 0.00% | −77−52.0% | Reduced |
| Rise Advisors, LLC | 71 | $2.94K | 0.00% | +1+1.4% | Added |
| MPWM Advisory Solutions, LLC | 72 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $3.23K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 80 | $3.31K | 0.00% | +80 | New |
| Capital A Wealth Management, LLC | 85 | $3.52K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 102 | $4.21K | 0.00% | +2+2.0% | Added |
| Caldwell Sutter Capital, Inc. | 114 | $4.72K | 0.00% | −14−10.9% | Reduced |
| Garde Capital, Inc. | 125 | $5.17K | 0.00% | +125 | New |
| Iron Horse Wealth Management, LLC | 131 | $5.42K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 135 | $5.58K | 0.00% | +135 | New |
| NewSquare Capital LLC | 144 | $5.96K | 0.00% | −12−7.7% | Reduced |
| UMA Financial Services, Inc. | 144 | $5.96K | 0.00% | −100−41.0% | Reduced |
| JNBA Financial Advisors | 150 | $6.21K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $6.21K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 150 | $6.21K | 0.00% | +150 | New |
| Nova Wealth Management, Inc. | 162 | $6.70K | 0.01% | +162 | New |
| Central Trust Co | 164 | $6.79K | 0.00% | +164 | New |
| Harel Insurance Investments & Financial Services Ltd. | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 173 | $7.16K | 0.00% | +173 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 181 | $7.49K | 0.00% | +160+761.9% | Added |
| Truvestments Capital LLC | 183 | $7.57K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 184 | $7.62K | 0.00% | −606−76.7% | Reduced |
| Cornerstone Planning Group LLC | 181 | $7.69K | 0.00% | +11+6.5% | Added |
| BankPlus Trust Department | 186 | $7.70K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 188 | $7.78K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 193 | $7.98K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $8.27K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 210 | $8.69K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 212 | $8.77K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 214 | $8.85K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 221 | $9.14K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 224 | $9.27K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 229 | $9.47K | 0.01% | +229 | New |
| GPS Wealth Strategies Group, LLC | 230 | $9.52K | 0.00% | +4+1.8% | Added |
| Salem Investment Counselors Inc | 235 | $9.90K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 248 | $10.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 250 | $10.3K | 0.00% | −124−33.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 250 | $10.3K | 0.00% | +250 | New |
| GW&K Investment Management, LLC | 267 | $11.0K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 270 | $11.2K | 0.01% | +270 | New |
| St Germain D J Co Inc | 275 | $11.4K | 0.00% | −26−8.6% | Reduced |
| Salomon & Ludwin, LLC | 277 | $11.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 284 | $11.7K | 0.00% | +284 | New |
| McIlrath & Eck, LLC | 304 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 304 | $12.6K | 0.01% | +30+10.9% | Added |
| Golden State Wealth Management, LLC | 305 | $12.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 311 | $12.9K | 0.00% | +48+18.3% | Added |
| Bayforest Capital Ltd | 320 | $13.2K | 0.01% | +320 | New |
| Nalls Sherbakoff Group, LLC | 325 | $13.4K | 0.01% | +325 | New |
| Asset Dedication, LLC | 333 | $13.8K | 0.00% | +18+5.7% | Added |
| AllSquare Wealth Management LLC | 350 | $14.5K | 0.01% | −150−30.0% | Reduced |
| Highline Wealth Partners LLC | 359 | $14.9K | 0.01% | +246+217.7% | Added |
| Washington Trust Co | 368 | $15.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 370 | $15.3K | 0.00% | +370 | New |
| Zions Bancorporation, National Association | 372 | $15.4K | 0.00% | +372 | New |
| First Horizon Advisors, Inc. | 389 | $16.1K | 0.00% | +170+77.6% | Added |
| Riverview Trust Co | 400 | $16.5K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $16.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 400 | $16.5K | 0.01% | +100+33.3% | Added |
| Vision Financial Markets LLC | 404 | $16.7K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 417 | $17.3K | 0.02% | −812−66.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 436 | $18.0K | 0.01% | +26+6.3% | Added |
| Cape Investment Advisory, Inc. | 449 | $18.6K | 0.01% | −107−19.2% | Reduced |
| WPG Advisers, LLC | 471 | $19.5K | 0.02% | −344−42.2% | Reduced |
| Cheviot Value Management, LLC | 450 | $19.7K | 0.00% | +450 | New |
| Avion Wealth | 560 | $20.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 493 | $20.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 505 | $20.9K | 0.01% | −646−56.1% | Reduced |
| Smithfield Trust Co | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 542 | $22.0K | 0.01% | −27−4.7% | Reduced |
| Retirement Wealth Solutions LLC | 553 | $22.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 555 | $23.0K | 0.00% | −56−9.2% | Reduced |
| Headlands Technologies LLC | 581 | $24.0K | 0.00% | +581 | New |
| Boyd Watterson Asset Management LLC | 600 | $24.8K | 0.01% | 00.0% | Unchanged |