| Wood Tarver Financial Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 3 | $142 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 8 | $379 | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 10 | $474 | 0.00% | +10 | New |
| WealthCollab, LLC | 16 | $758 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 17 | $805 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 19 | $899 | 0.00% | −417−95.6% | Reduced |
| Proathlete Wealth Management LLC | 20 | $946 | 0.00% | +20 | New |
| Newbridge Financial Services Group, Inc. | 20 | $947 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $1.06K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 25 | $1.17K | 0.00% | +25 | New |
| Kilter Group LLC | 25 | $1.18K | 0.00% | +25 | New |
| N.E.W. Advisory Services LLC | 26 | $1.23K | 0.00% | −258−90.8% | Reduced |
| Estabrook Capital Management | 28 | $1.32K | 0.00% | +28 | New |
| Armstrong Advisory Group, Inc | 28 | $1.33K | 0.00% | +28 | New |
| Bartlett & Co. Wealth Management LLC | 28 | $1.35K | 0.00% | +28 | New |
| Nemes Rush Group LLC | 29 | $1.37K | 0.00% | +29 | New |
| First Command Advisory Services, Inc. | 30 | $1.42K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 34 | $1.61K | 0.00% | +34 | New |
| Private Wealth Asset Management, LLC | 37 | $1.75K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 39 | $1.84K | 0.00% | +39 | New |
| Principia Wealth Advisory, LLC | 41 | $1.94K | 0.00% | +41 | New |
| TSFG, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 48 | $2.27K | 0.00% | +48 | New |
| Stephens Consulting, LLC | 49 | $2.32K | 0.00% | +49 | New |
| Riggs Asset Managment Co. Inc. | 50 | $2.37K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 58 | $2.75K | 0.00% | −44−43.1% | Reduced |
| Tacita Capital Inc | 60 | $2.84K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 61 | $2.89K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 61 | $2.89K | 0.00% | +28+84.8% | Added |
| Wealth Preservation Advisors, LLC | 63 | $2.98K | 0.00% | +63 | New |
| Bank of Jackson Hole Trust | 71 | $3.36K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 72 | $3.40K | 0.00% | +72 | New |
| MPWM Advisory Solutions, LLC | 72 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $3.69K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 80 | $3.79K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 92 | $4.35K | 0.00% | +92 | New |
| Tompkins Financial Corp | 100 | $4.73K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $4.73K | 0.00% | +100 | New |
| Caldwell Sutter Capital, Inc. | 114 | $5.40K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 125 | $5.92K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 131 | $6.20K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 131 | $6.22K | 0.00% | +131 | New |
| Tidemark, LLC | 141 | $6.67K | 0.00% | +141 | New |
| IMG Wealth Management, Inc. | 141 | $6.67K | 0.01% | +141 | New |
| Eastern Bank | 150 | $7.10K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 150 | $7.10K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $7.10K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 164 | $7.76K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 170 | $8.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 182 | $8.62K | 0.00% | +38+26.4% | Added |
| BankPlus Trust Department | 186 | $8.80K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 188 | $8.90K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 193 | $9.13K | 0.01% | +138+250.9% | Added |
| Fourth Dimension Wealth, LLC | 193 | $9.13K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 198 | $9.37K | 0.00% | +17+9.4% | Added |
| Kentucky Trust Co | 200 | $9.47K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 200 | $9.47K | 0.00% | +200 | New |
| SIMA Wealth Partners, LLC | 210 | $9.94K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 212 | $10.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 221 | $10.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 224 | $10.6K | 0.00% | −6−2.6% | Reduced |
| Independence Bank of Kentucky | 224 | $10.6K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 248 | $11.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 248 | $11.7K | 0.00% | −57−18.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 250 | $11.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 254 | $12.0K | 0.00% | +4+1.6% | Added |
| Atlantic Union Bankshares Corp | 270 | $12.8K | 0.00% | +270 | New |
| GW&K Investment Management, LLC | 267 | $13.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 275 | $13.0K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 275 | $13.0K | 0.01% | +5+1.9% | Added |
| Binnacle Investments Inc | 285 | $13.5K | 0.01% | +56+24.5% | Added |
| Cornerstone Planning Group LLC | 245 | $13.7K | 0.00% | +64+35.4% | Added |
| Centennial Bank | 300 | $14.2K | 0.01% | −480−61.5% | Reduced |
| McIlrath & Eck, LLC | 304 | $14.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 310 | $14.7K | 0.00% | +33+11.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 311 | $14.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 333 | $15.8K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 350 | $16.6K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 359 | $17.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 374 | $17.7K | 0.00% | +230+159.7% | Added |
| Westside Investment Management, Inc. | 391 | $18.3K | 0.00% | +391 | New |
| Riverview Trust Co | 400 | $18.9K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $18.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 400 | $18.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 418 | $19.8K | 0.01% | −31−6.9% | Reduced |
| Richard W. Paul & Associates, LLC | 419 | $19.8K | 0.01% | +419 | New |
| Salem Investment Counselors Inc | 426 | $20.5K | 0.00% | +191+81.3% | Added |
| WPG Advisers, LLC | 439 | $20.8K | 0.02% | −32−6.8% | Reduced |
| Coston, McIsaac & Partners | 502 | $23.0K | 0.01% | −40−7.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 491 | $23.3K | 0.02% | +74+17.7% | Added |
| JFS Wealth Advisors, LLC | 493 | $23.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 505 | $23.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 517 | $24.5K | 0.02% | −36−6.5% | Reduced |
| Sierra Ocean, LLC | 563 | $26.7K | 0.02% | +259+85.2% | Added |
| Avion Wealth | 581 | $27.0K | 0.01% | +21+3.8% | Added |
| Colonial Trust Co | 572 | $27.1K | 0.00% | +17+3.1% | Added |
| Boyd Watterson Asset Management LLC | 600 | $28.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 600 | $28.4K | 0.01% | 00.0% | Unchanged |