| Dunhill Financial, LLC | 2 | $197 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 3 | $265 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $266 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $532 | 0.00% | +6 | New |
| Sunrise Financial Services, LLC | 6 | $532 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $621 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $621 | 0.00% | +1+16.7% | Added |
| Zions Bancorporation, National Association | 7 | $621 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 10 | $886 | 0.00% | +4+66.7% | Added |
| Bridge Generations Wealth Management LLC | 10 | $887 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 10 | $887 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 11 | $976 | 0.00% | +3+37.5% | Added |
| American Capital Advisory, LLC | 12 | $1.06K | 0.00% | +4+50.0% | Added |
| Whipplewood Advisors, LLC | 12 | $1.06K | 0.00% | +12 | New |
| Cedar Mountain Advisors, LLC | 13 | $1.15K | 0.00% | −45−77.6% | Reduced |
| SHP Wealth Management | 13 | $1.15K | 0.00% | +13 | New |
| Kilter Group LLC | 15 | $1.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.33K | 0.00% | +1+7.1% | Added |
| Pinnacle Bancorp, Inc. | 16 | $1.42K | 0.00% | −50−75.8% | Reduced |
| South State Corp. | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| Natixis | 17 | $1.51K | 0.00% | +17 | New |
| Cromwell Holdings LLC | 18 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $1.60K | 0.00% | +2+12.5% | Added |
| Cornerstone Planning Group LLC | 16 | $1.64K | 0.00% | −67−80.7% | Reduced |
| ZRC Wealth Management, LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 19 | $1.69K | 0.00% | +19 | New |
| Optima Capital LLC | 19 | $1.69K | 0.00% | +19 | New |
| Optiver Holding B.V. | 20 | $1.77K | 0.00% | −140−87.5% | Reduced |
| Financial Consulate, Inc | 20 | $1.77K | 0.00% | +13+185.7% | Added |
| TFC Financial Management | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $1.86K | 0.00% | −10−32.3% | Reduced |
| Bell Investment Advisors, Inc | 21 | $1.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.04K | 0.00% | +2+9.5% | Added |
| Marquette Asset Management, LLC | 24 | $2.13K | 0.00% | +6+33.3% | Added |
| CoreCap Advisors, LLC | 27 | $2.39K | 0.00% | +27 | New |
| Valued Wealth Advisors LLC | 28 | $2.51K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 29 | $2.57K | 0.00% | −26−47.3% | Reduced |
| Salomon & Ludwin, LLC | 29 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $2.66K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 33 | $2.93K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 34 | $3.01K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 37 | $3.28K | 0.00% | +37 | New |
| Wealth Enhancement Trust Services, Inc. | 39 | $3.46K | 0.00% | +39 | New |
| Armstrong Advisory Group, Inc | 40 | $3.55K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 43 | $3.81K | 0.00% | +7+19.4% | Added |
| Altshuler Shaham Ltd | 47 | $4.17K | 0.00% | +47 | New |
| CBIZ Investment Advisory Services, LLC | 47 | $4.17K | 0.00% | +47 | New |
| Grove Bank & Trust | 50 | $4.43K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 51 | $4.52K | 0.00% | +51 | New |
| Concord Wealth Partners | 52 | $4.61K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 61 | $5.41K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 63 | $5.59K | 0.00% | +63 | New |
| Rothschild Investment LLC | 63 | $5.63K | 0.00% | +23+57.5% | Added |
| UMA Financial Services, Inc. | 66 | $5.85K | 0.00% | +17+34.7% | Added |
| ROSS\JOHNSON & Associates LLC | 78 | $6.92K | 0.13% | −2−2.5% | Reduced |
| Holos Integrated Wealth LLC | 78 | $7.01K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 79 | $7.03K | 0.00% | −3−3.7% | Reduced |
| TD Waterhouse Canada Inc. | 80 | $7.09K | 0.00% | +80 | New |
| IMG Wealth Management, Inc. | 85 | $7.54K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 90 | $7.98K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 91 | $8.07K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 100 | $8.87K | 0.01% | +100 | New |
| Farmers & Merchants Investments Inc | 101 | $8.96K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $9.75K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $9.93K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $10.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 127 | $11.3K | 0.00% | +85+202.4% | Added |
| JFS Wealth Advisors, LLC | 137 | $12.1K | 0.00% | +32+30.5% | Added |
| Trust Co of Toledo NA | 145 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 149 | $13.2K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 173 | $15.4K | 0.01% | +173 | New |
| Private Wealth Management Group, LLC | 179 | $15.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 180 | $15.9K | 0.00% | +180 | New |
| HM Payson & Co | 192 | $17.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 199 | $17.6K | 0.00% | +199 | New |
| Dogwood Wealth Management LLC | 200 | $17.7K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 212 | $18.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 226 | $20.0K | 0.00% | +27+13.6% | Added |
| SageView Advisory Group, LLC | 229 | $20.3K | 0.00% | +229 | New |
| AdvisorNet Financial, Inc | 264 | $23.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 279 | $24.7K | 0.00% | +223+398.2% | Added |
| Massmutual Trust Co FSB | 289 | $25.6K | 0.00% | +7+2.5% | Added |
| Allworth Financial LP | 292 | $25.9K | 0.00% | +67+29.8% | Added |
| Harbour Investments, Inc. | 324 | $28.7K | 0.00% | −16−4.7% | Reduced |
| True Wealth Design, LLC | 327 | $29.0K | 0.01% | +2+0.6% | Added |
| Trust Co of Vermont | 350 | $31.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 360 | $31.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 377 | $33.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 378 | $33.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 447 | $39.5K | 0.00% | +447 | New |
| Leonteq Securities AG | 452 | $40.1K | 0.00% | −70−13.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 474 | $42.0K | 0.01% | +474 | New |
| Webster Bank, N. A. | 494 | $43.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 511 | $45.3K | 0.03% | +511 | New |