| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Tounjian Advisory Partners, LLC | 1 | $63 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $90 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $180 | 0.00% | −3−60.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $266 | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 3 | $269 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $359 | 0.00% | −1−20.0% | Reduced |
| SHP Wealth Management | 6 | $499 | 0.00% | +1+20.0% | Added |
| Sunrise Financial Services, LLC | 6 | $539 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 7 | $628 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $629 | 0.00% | −2−22.2% | Reduced |
| Quaker Wealth Management, LLC | 10 | $898 | 0.00% | −1−9.1% | Reduced |
| Cedar Mountain Advisors, LLC | 13 | $1.17K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 13 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $1.17K | 0.00% | +6+85.7% | Added |
| HFM Investment Advisors, LLC | 13 | $1.17K | 0.00% | +6+85.7% | Added |
| Kilter Group LLC | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $1.44K | 0.00% | −1−5.9% | Reduced |
| South State Corp. | 16 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $1.47K | 0.00% | −1−5.9% | Reduced |
| Rossby Financial, LCC | 17 | $1.53K | 0.00% | +4+30.8% | Added |
| Marquette Asset Management, LLC | 18 | $1.62K | 0.00% | −6−25.0% | Reduced |
| Bogart Wealth, LLC | 19 | $1.71K | 0.00% | −6−24.0% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 20 | $1.79K | 0.00% | +2+11.1% | Added |
| Financial Consulate, Inc | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.89K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $2.01K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $2.06K | 0.00% | −354−93.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $2.06K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 27 | $2.42K | 0.00% | −3−10.0% | Reduced |
| Salomon & Ludwin, LLC | 29 | $2.57K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 29 | $2.60K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $2.60K | 0.00% | +29 | New |
| Creative Capital Management Investments LLC | 29 | $2.60K | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 30 | $2.69K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $2.78K | 0.00% | +9+40.9% | Added |
| Avion Wealth | 35 | $3.00K | 0.00% | +12+52.2% | Added |
| Fortis Group Advisors, LLC | 34 | $3.05K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 36 | $3.23K | 0.00% | +18+100.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 39 | $3.50K | 0.00% | −43−52.4% | Reduced |
| Armstrong Advisory Group, Inc | 40 | $3.59K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 46 | $4.13K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 48 | $4.35K | 0.00% | −15−23.8% | Reduced |
| Grove Bank & Trust | 50 | $4.49K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 51 | $4.58K | 0.00% | +5+10.9% | Added |
| Concord Wealth Partners | 52 | $4.67K | 0.00% | +52 | New |
| Capital Advisors, Ltd. LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 64 | $5.75K | 0.00% | +2+3.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 65 | $5.83K | 0.00% | +7+12.1% | Added |
| Quarry LP | 68 | $6.10K | 0.00% | +68 | New |
| Bare Financial Services, Inc | 76 | $6.82K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 79 | $6.91K | 0.00% | +79 | New |
| Holos Integrated Wealth LLC | 78 | $6.98K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 78 | $7.00K | 0.00% | −812−91.2% | Reduced |
| ROSS\JOHNSON & Associates LLC | 78 | $7.00K | 0.11% | 00.0% | Unchanged |
| Security National Bank of So Dak | 79 | $7.09K | 0.00% | +79 | New |
| Highline Wealth Partners LLC | 81 | $7.27K | 0.00% | +81 | New |
| Zions Bancorporation, National Association | 84 | $7.54K | 0.00% | −1−1.2% | Reduced |
| Fortitude Family Office, LLC | 88 | $7.90K | 0.00% | +1+1.1% | Added |
| Community Financial Services Group, LLC | 90 | $7.97K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 90 | $8.08K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 91 | $8.17K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 93 | $8.35K | 0.00% | +27+40.9% | Added |
| LRI Investments, LLC | 94 | $8.44K | 0.00% | +94 | New |
| Signature Equity Partners, LLC | 100 | $8.96K | 0.00% | −77−43.5% | Reduced |
| Farmers & Merchants Investments Inc | 100 | $8.98K | 0.00% | −1−1.0% | Reduced |
| Nvest Wealth Strategies, Inc. | 100 | $8.98K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $10.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 131 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 132 | $11.8K | 0.00% | +22+20.0% | Added |
| Owl Creek Wealth Partners LLC | 135 | $12.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 143 | $12.8K | 0.00% | −358−71.5% | Reduced |
| JFS Wealth Advisors, LLC | 144 | $12.9K | 0.00% | +3+2.1% | Added |
| Trust Co of Toledo NA | 145 | $13.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 151 | $13.6K | 0.00% | +21+16.2% | Added |
| National Bank of Canada | 160 | $14.3K | 0.00% | −349−68.6% | Reduced |
| Basecamp Wealth Advisors LLC | 168 | $15.1K | 0.00% | −12−6.7% | Reduced |
| Private Wealth Management Group, LLC | 179 | $16.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 179 | $16.1K | 0.00% | +122+214.0% | Added |
| ZRC Wealth Management, LLC | 187 | $16.8K | 0.01% | +168+884.2% | Added |
| HM Payson & Co | 192 | $17.2K | 0.00% | 00.0% | Unchanged |
| Index Technologies Group LLC | 198 | $17.8K | 0.01% | +198 | New |
| Quent Capital, LLC | 202 | $18.1K | 0.00% | −18−8.2% | Reduced |
| Millstone Evans Group, LLC | 212 | $19.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 234 | $21.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 259 | $23.3K | 0.00% | +259 | New |
| AdvisorNet Financial, Inc | 264 | $23.7K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 267 | $24.0K | 0.00% | +267 | New |
| Massmutual Trust Co FSB | 301 | $27.0K | 0.00% | −48−13.8% | Reduced |
| Clearstead Advisors, LLC | 313 | $28.1K | 0.00% | +278+794.3% | Added |
| Allworth Financial LP | 319 | $28.7K | 0.00% | −1−0.3% | Reduced |
| Trust Co of Vermont | 350 | $31.4K | 0.00% | +350 | New |
| Silver Grove Financial Group, Inc. | 356 | $32.0K | 0.02% | +356 | New |