| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 0 | $20 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 3 | $208 | 0.00% | −46−93.9% | Reduced |
| Millstone Evans Group, LLC | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3 | $209 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 4 | $277 | 0.00% | −15−78.9% | Reduced |
| Activest Wealth Management | 4 | $277 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $347 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $354 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5 | $370 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 6 | $416 | 0.00% | +6 | New |
| Cassaday & Co Wealth Management LLC | 6 | $417 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 7 | $486 | 0.00% | −10−58.8% | Reduced |
| Albion Financial Group | 7 | $486 | 0.00% | +7 | New |
| Cornerstone Financial Management LLC | 7 | $486 | 0.00% | +7 | New |
| Trust Co | 10 | $694 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $1.18K | 0.00% | −90−84.1% | Reduced |
| Financial Network Wealth Advisors LLC | 17 | $1.18K | 0.00% | −20−54.1% | Reduced |
| AdvisorNet Financial, Inc | 17 | $1.18K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 24 | $1.67K | 0.00% | +24 | New |
| St. Johns Investment Management Company, LLC | 25 | $1.73K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.73K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 27 | $1.87K | 0.00% | +27 | New |
| Smithfield Trust Co | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 34 | $2.36K | 0.00% | −10−22.7% | Reduced |
| Hughes Financial Services, LLC | 35 | $2.43K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 37 | $2.57K | 0.00% | +37 | New |
| Godfrey Financial Associates, Inc. | 41 | $2.84K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 41 | $2.85K | 0.00% | +41 | New |
| Bayban | 42 | $2.91K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 43 | $2.98K | 0.00% | +43 | New |
| Federated Hermes, Inc. | 45 | $3.12K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 47 | $3.26K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 42 | $3.35K | 0.00% | +42 | New |
| TD Capital Management LLC | 50 | $3.47K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 50 | $3.47K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 50 | $3.47K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 53 | $3.68K | 0.00% | −101−65.6% | Reduced |
| IMA Wealth, Inc. | 55 | $3.81K | 0.00% | +21+61.8% | Added |
| American Capital Advisory, LLC | 55 | $3.82K | 0.00% | +42+323.1% | Added |
| MidFirst Bank | 59 | $4.09K | 0.00% | +6+11.3% | Added |
| Insight Financial Services | 61 | $4.23K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 63 | $4.37K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 64 | $4.44K | 0.00% | +53+481.8% | Added |
| Arlington Trust Co LLC | 66 | $4.58K | 0.00% | +66 | New |
| Nemes Rush Group LLC | 68 | $4.72K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 68 | $4.72K | 0.00% | +12+21.4% | Added |
| Capital Advisors, Ltd. LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 73 | $5.06K | 0.00% | +7+10.6% | Added |
| Plante Moran Financial Advisors, LLC | 76 | $5.27K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 76 | $5.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $5.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 80 | $5.55K | 0.00% | +62+344.4% | Added |
| Clearstead Advisors, LLC | 90 | $6.24K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 91 | $6.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 92 | $6.38K | 0.00% | +6+7.0% | Added |
| Key Financial Inc | 96 | $6.66K | 0.00% | +89+1,271.4% | Added |
| Ninety One UK Ltd | 99 | $6.87K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $6.94K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $6.94K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $6.94K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 100 | $6.94K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $6.94K | 0.00% | +37+58.7% | Added |
| Gill Capital Partners, LLC | 100 | $6.94K | 0.00% | +100 | New |
| PlanVest Financial, Inc | 100 | $6.94K | 0.01% | +100 | New |
| Retirement Wealth Solutions LLC | 101 | $7.01K | 0.00% | +90+818.2% | Added |
| Sound Income Strategies, LLC | 106 | $7.52K | 0.00% | −11−9.4% | Reduced |
| Acumen Wealth Advisors, LLC | 110 | $7.63K | 0.00% | +29+35.8% | Added |
| LRI Investments, LLC | 112 | $7.77K | 0.00% | +112 | New |
| Cornerstone Planning Group LLC | 97 | $7.80K | 0.00% | +27+38.6% | Added |
| Essential Partners LLC | 114 | $7.91K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 115 | $7.98K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 116 | $8.03K | 0.00% | −55−32.2% | Reduced |
| Sunbelt Securities, Inc. | 116 | $8.08K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 117 | $8.12K | 0.00% | +56+91.8% | Added |
| Root Financial Partners, LLC | 118 | $8.19K | 0.00% | −120−50.4% | Reduced |
| Triumph Capital Management | 124 | $8.60K | 0.00% | +10+8.8% | Added |
| UMA Financial Services, Inc. | 124 | $8.60K | 0.00% | +13+11.7% | Added |
| Manning & Napier Advisors LLC | 127 | $8.66K | 0.00% | +63+98.4% | Added |
| MCF Advisors LLC | 125 | $8.67K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 126 | $8.74K | 0.00% | +77+157.1% | Added |
| GW&K Investment Management, LLC | 134 | $9.00K | 0.00% | +20+17.5% | Added |
| Newbridge Financial Services Group, Inc. | 132 | $9.18K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 133 | $9.23K | 0.01% | −16−10.7% | Reduced |
| SHP Wealth Management | 134 | $9.28K | 0.00% | +58+76.3% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 149 | $10.3K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 149 | $10.3K | 0.01% | +149 | New |
| J.Safra Asset Management Corp | 157 | $10.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 161 | $11.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 162 | $11.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 162 | $11.2K | 0.00% | +76+88.4% | Added |
| Farmers & Merchants Investments Inc | 168 | $11.7K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 178 | $12.3K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 180 | $12.5K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $13.9K | 0.00% | −2,804−93.3% | Reduced |