| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Asset Planning,Inc | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2 | $66 | 0.00% | −25,721−100.0% | Reduced |
| Albion Financial Group | 2 | $67 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $132 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $167 | 0.00% | +5 | New |
| Crewe Advisors LLC | 7 | $233 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $266 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $268 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $298 | 0.02% | −1−11.1% | Reduced |
| Islay Capital Management, LLC | 9 | $299 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $323 | 0.00% | +10 | New |
| Optimum Investment Advisors | 10 | $332 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $332 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $332 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 10 | $332 | 0.00% | +10 | New |
| Financial Perspectives, Inc | 13 | $432 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $531 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $631 | 0.00% | −66−77.6% | Reduced |
| ORG Wealth Partners, LLC | 25 | $829 | 0.00% | +25 | New |
| Indiana Trust & Investment Management CO | 25 | $830 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 25 | $830 | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $831 | 0.00% | −1−3.8% | Reduced |
| Westend Capital Management, LLC | 26 | $863 | 0.00% | −104−80.0% | Reduced |
| Pacifica Partners Inc. | 30 | $972 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 30 | $996 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 31 | $1.03K | 0.00% | +31 | New |
| Principia Wealth Advisory, LLC | 29 | $1.04K | 0.00% | +21+262.5% | Added |
| Washington Trust Advisors, Inc. | 34 | $1.12K | 0.00% | −63−64.9% | Reduced |
| REAP Financial Group, LLC | 34 | $1.13K | 0.00% | −1−2.9% | Reduced |
| SJS Investment Consulting Inc. | 37 | $1.23K | 0.00% | −24−39.3% | Reduced |
| Hughes Financial Services, LLC | 38 | $1.26K | 0.00% | +38 | New |
| CarsonAllaria Wealth Management, Ltd. | 38 | $1.26K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 40 | $1.33K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 40 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 40 | $1.33K | 0.00% | +40 | New |
| Bullock Wealth Management Group | 42 | $1.39K | 0.00% | +14+50.0% | Added |
| Creekmur Asset Management LLC | 47 | $1.56K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $1.66K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $1.66K | 0.00% | +40+400.0% | Added |
| Goodman Advisory Group, LLC | 50 | $1.66K | 0.00% | +50 | New |
| Fairscale Capital, LLC | 51 | $1.69K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 55 | $1.83K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 59 | $1.96K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 60 | $1.99K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 80 | $2.66K | 0.00% | −2−2.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 88 | $2.92K | 0.00% | −100−53.2% | Reduced |
| First PREMIER Bank | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $3.06K | 0.00% | −1−1.1% | Reduced |
| Aspect Partners, LLC | 94 | $3.12K | 0.00% | +9+10.6% | Added |
| MV Capital Management, Inc. | 98 | $3.25K | 0.00% | −50−33.8% | Reduced |
| First Command Advisory Services, Inc. | 98 | $3.25K | 0.00% | +98 | New |
| Caldwell Sutter Capital, Inc. | 100 | $3.32K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $3.32K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 100 | $3.32K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $3.32K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $3.32K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 100 | $3.32K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 100 | $3.32K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 100 | $3.32K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $3.32K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 100 | $3.32K | 0.00% | +100 | New |
| Kozak & Associates, Inc. | 100 | $3.42K | 0.00% | +100 | New |
| Highline Wealth Partners LLC | 108 | $3.59K | 0.00% | +108 | New |
| Bank & Trust Co | 111 | $3.69K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 111 | $3.69K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 115 | $3.82K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 115 | $3.82K | 0.00% | +115 | New |
| Fortitude Family Office, LLC | 118 | $3.92K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 130 | $4.32K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 131 | $4.35K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 136 | $4.52K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 140 | $4.65K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 144 | $4.78K | 0.00% | +144 | New |
| Kiker Wealth Management, LLC | 145 | $4.82K | 0.00% | +145 | New |
| Proathlete Wealth Management LLC | 150 | $4.98K | 0.00% | +150 | New |
| Runnymede Capital Advisors, Inc. | 150 | $4.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 156 | $5.00K | 0.00% | +71+83.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 136 | $5.00K | 0.00% | +136 | New |
| Private Trust Co NA | 169 | $5.61K | 0.00% | −65−27.8% | Reduced |
| West Paces Advisors Inc. | 170 | $5.65K | 0.00% | −70−29.2% | Reduced |
| City State Bank | 173 | $5.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 176 | $5.84K | 0.00% | +176 | New |
| Ronald Blue Trust, Inc. | 177 | $5.88K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 180 | $5.98K | 0.00% | +45+33.3% | Added |
| Valley National Advisers Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 183 | $6.00K | 0.00% | +160+695.7% | Added |
| Whittier Trust Co | 195 | $6.47K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $6.64K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 200 | $6.64K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $6.64K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 200 | $6.64K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 200 | $6.64K | 0.00% | +200 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $6.81K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 203 | $6.91K | 0.00% | +19+10.3% | Added |
| C M Bidwell & Associates Ltd | 212 | $7.04K | 0.00% | 00.0% | Unchanged |