| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | +3 | New |
| Aspect Partners, LLC | 2 | $143 | 0.00% | −3−60.0% | Reduced |
| NBC Securities, Inc. | 3 | $229 | 0.02% | +3 | New |
| CoreCap Advisors, LLC | 4 | $286 | 0.00% | −701−99.4% | Reduced |
| Continuum Advisory, LLC | 4 | $286 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $286 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $357 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $358 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $430 | 0.00% | +6 | New |
| Old Second National Bank of Aurora | 7 | $501 | 0.00% | +7 | New |
| Winnow Wealth LLC | 8 | $571 | 0.00% | +8 | New |
| Riggs Asset Managment Co. Inc. | 8 | $575 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $644 | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 9 | $645 | 0.00% | +9 | New |
| TFC Financial Management | 10 | $716 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $716 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $716 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 11 | $787 | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 12 | $859 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $931 | 0.04% | +4+44.4% | Added |
| Avion Wealth | 14 | $1.00K | 0.00% | −26−65.0% | Reduced |
| Lazard Asset Management LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 8 | $1.00K | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 15 | $1.07K | 0.00% | −5−25.0% | Reduced |
| True Wealth Design, LLC | 15 | $1.10K | 0.00% | +3+25.0% | Added |
| Core Alternative Capital | 16 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $1.15K | 0.00% | −25−61.0% | Reduced |
| NVWM, LLC | 17 | $1.22K | 0.00% | +17 | New |
| MCF Advisors LLC | 17 | $1.22K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 19 | $1.36K | 0.00% | −7−26.9% | Reduced |
| Creative Financial Designs Inc | 20 | $1.43K | 0.00% | +20 | New |
| Park Square Financial Group, LLC | 20 | $1.43K | 0.00% | +20 | New |
| Bruce G. Allen Investments, LLC | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 21 | $1.50K | 0.00% | +21 | New |
| Cassady Schiller Wealth Management, LLC | 22 | $1.57K | 0.00% | +22 | New |
| WealthTrak Capital Management LLC | 25 | $1.79K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $1.86K | 0.00% | −3−10.3% | Reduced |
| Coppell Advisory Solutions LLC | 26 | $1.87K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 28 | $2.00K | 0.00% | −43−60.6% | Reduced |
| Washington Trust Co | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 31 | $2.22K | 0.00% | +31 | New |
| Sandy Spring Bank | 32 | $2.29K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 32 | $2.29K | 0.00% | +22+220.0% | Added |
| Zions Bancorporation, N.A. | 33 | $2.36K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $2.43K | 0.00% | −14−29.2% | Reduced |
| NewSquare Capital LLC | 38 | $2.72K | 0.00% | +38 | New |
| Salem Investment Counselors Inc | 38 | $2.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 40 | $2.86K | 0.00% | +13+48.1% | Added |
| Red Tortoise LLC | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53 | $3.79K | 0.00% | −7−11.7% | Reduced |
| Sierra Ocean, LLC | 54 | $3.87K | 0.00% | +54 | New |
| Bellevue Asset Management, LLC | 59 | $4.22K | 0.00% | +1+1.7% | Added |
| DT Investment Partners, LLC | 62 | $4.44K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 70 | $5.01K | 0.00% | −39−35.8% | Reduced |
| Rakuten Securities, Inc. | 70 | $5.01K | 0.00% | +20+40.0% | Added |
| Financial Management Professionals, Inc. | 72 | $5.15K | 0.00% | +25+53.2% | Added |
| Heritage Wealth Advisors | 76 | $5.44K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 79 | $5.66K | 0.00% | −42−34.7% | Reduced |
| Trust Co of Vermont | 80 | $5.73K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 80 | $5.73K | 0.00% | +80 | New |
| Kestra Investment Management, LLC | 82 | $5.87K | 0.00% | +82 | New |
| New Wave Wealth Advisors LLC | 83 | $5.94K | 0.00% | +83 | New |
| Smithfield Trust Co | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $6.12K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 98 | $7.02K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 99 | $7.09K | 0.00% | −281−73.9% | Reduced |
| West Branch Capital LLC | 100 | $7.16K | 0.00% | −1−1.0% | Reduced |
| First United Bank Trust | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $7.16K | 0.00% | +100 | New |
| Edmond de Rothschild Holding S.A. | 102 | $7.30K | 0.00% | −567−84.8% | Reduced |
| JFS Wealth Advisors, LLC | 107 | $7.66K | 0.00% | −7−6.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 110 | $7.88K | 0.00% | −320−74.4% | Reduced |
| Whipplewood Advisors, LLC | 113 | $8.09K | 0.00% | +113 | New |
| Washington Trust Advisors, Inc. | 121 | $8.69K | 0.00% | +55+83.3% | Added |
| Aventura Private Wealth, LLC | 122 | $8.73K | 0.00% | +122 | New |
| Private Wealth Management Group, LLC | 127 | $9.09K | 0.00% | −61−32.4% | Reduced |
| Asset Dedication, LLC | 131 | $9.38K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 123 | $9.42K | 0.00% | +54+78.3% | Added |
| MV Capital Management, Inc. | 134 | $9.59K | 0.00% | −14−9.5% | Reduced |
| Dunhill Financial, LLC | 135 | $9.66K | 0.00% | +19+16.4% | Added |
| Harbour Investments, Inc. | 140 | $10.0K | 0.00% | +8+6.1% | Added |
| Quent Capital, LLC | 144 | $10.3K | 0.00% | −1−0.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 147 | $10.5K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 147 | $10.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 153 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 158 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 171 | $12.2K | 0.00% | +64+59.8% | Added |
| Truvestments Capital LLC | 172 | $12.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 178 | $12.7K | 0.00% | −31−14.8% | Reduced |
| Synergy Financial Management, LLC | 170 | $12.8K | 0.00% | +170 | New |
| Hemington Wealth Management | 185 | $13.0K | 0.00% | −98−34.6% | Reduced |
| RiverPark Advisors, LLC | 183 | $13.1K | 0.01% | −163−47.1% | Reduced |
| Bell Investment Advisors, Inc | 206 | $14.7K | 0.00% | −20−8.8% | Reduced |
| Medallion Wealth Advisors, LLC | 223 | $16.0K | 0.01% | +223 | New |